Create Collection Followup

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This utility allows a user to create the Followup queues for Insurance or Self independently or at the same time. Access to this menu option is maintained in the Daily/Reporting tab in User Group maintenance.

 

Create Collection Followup - Insurance

Run the utility to create the Insurance Followup Queue

Create Collection Followup - Self

Run the utility to create the Self Followup Queue

Run Now

Indicates in the report should be run immediately

Schedule

Indicates that the report should be scheduled to run at a future time

Schedule Button

Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)