Creating Payment Plans
Complete this task to create a payment plan on a guarantor account. The account must have an outstanding balance of service fee line items in guarantor responsibility. I
If the account has a payment plan, the following text appears across the top of the Active AR tab. A Payment Plan is active for this account.
When a payment plan is already active on the account, any new service fee line balances in guarantor responsibility are automatically added to the payment plan. You do not need to create a new one.
Step-By-Step Guide
Step | Instructions |
|---|---|
1 | From the Act: [ID] > Active AR tab of the guarantor account or the Collections > Guarantor tab (with the account selected), click Payment Plan. The Payment Plan window opens.  |
2 | Enter the amount of the payment for the payment plan in the Payment Amount field. |
3 | In the Payment Interval section, select the frequency in which the payment is due: Monthly or Specified number of days. |
4 | Enter or select the date of the first payment in the First Payment Date field. |
5 | Enter any additional information about the payment plan in the Add Additional Note field. |
6 | Click Save. The account is flagged with the following text: A Payment Plan is active for this account. |
Act: [ID] / External Collections Tab
Update Person / Person Information Tab
Update Person / Address History Tab
Applying Service Line Adjustments
Rebilling Claims with Fee Changes
Rebilling Claims without Fee Changes
Reversing Miscellaneous Adjustments
Reassigning Financial Responsibility
Transferring Service Fee Lines to Internal Collections
Transferring Service Fee Lines to External Collections
Canceling Pre-Collections on Service Fee Lines
Suspending Pre-Collections Eligibility Status on a Specific Service Fee Line
Holding Statements on Specific Service Fee Lines
Generating the Remit Detail Report
Printing the Account AR Activity
Not applicable for this topic