Skilled Nursing Facilities

Contents

Creating Collections Groups Set Up

Collections Groups are groups of users permitted to manage collection accounts. Organize your collections groups based on your organization's  workflow. For example, if you assign your collectors to accounts based on:

  • Account type, set up a Collections Group for each account type. 

  • Account age, set up collections groups for the same age ranges you use to assign collectors.  

Your database comes with Collections Groups. You can edit the Name and Description in Collections Groups, delete Collections Groups, or create new Collections Groups. You can create as many Collections Groups as required.

For a user to manage and enter activities for collections accounts, you must assign the user to the appropriate Collections Group. If a user no longer manages the type of accounts, you can remove the user from the group. You can add or remove users in collections groups setup or in security setup, if you have security access.

Optional: You can manage the activity types available to collections users  based on groups. In Collections Groups Setup, map the Activity Categories available for a Collections Group. Users in the collection group can create and view only the Activity Types mapped to the Activity Category you assign to the group. For more information, see Managing Collection Template Configurations.

Note

To access and work collection accounts, you must create a collections group and assign a user. For example, if you have 1 user managing all collections accounts, you must create a collections group and add the user.

If your organization has User Account Provisioning (UAP) and the user is associated with a collections role, a collections user is automatically assigned to a collection group(s) when the Security User is created or updated.

All users with collections access through a collections security role can add or remove users and Activity Categories in Collections Groups.

To simultaneously add or remove more than 1 user or Activity Category, press ctrl+click the users or categories you want to move.

To create a new Collections Group

  2. Click New Group.

  3. Type the Name. For example, Private or 0-60 Days.

  4. Type the Description. For example, Private Collectors or 0-60 Day collectors.

To add or remove a user

  2. Click users.

  3. To add a user:  

    1. In Users in system, select the user’s name.

    2. Click >.

  4. To remove a user:

    1. In Users in group, select the user's name.

    2. Click <.

Optional: To add or remove an Activity Category

  2. Click Activity Categories.

  3. To add an activity category:

    1. Click Activity Categories.

    2. Click Name/Description under Activity Categories.

    3. Click >.

  4. To remove an activity category

    1. Click Name/Description under Activity Categories in Group.

    2. Click <.