Collection Maintenance

Collection Maintenance allows the user to manually request visits to be turned over to collection. Collection Turnovers are requested typically by lower level users. The requests are reviewed by a manager and approved for subsequent turnover or deleted from the collection turnover.

Name	Name of the account holder
Select Button	Invoke Account Search to find the account holder
Select Button	Invoke the Visit Selector to select the visit to turn over to collection
Visit Date	The visit date of the selected visit is displayed
Procedure Desc	The procedure description of the selected visit is displayed
Account Class	Enter/Select the account class that the account will be changed TO after collection turnover is completed
Account Type	Enter/Select the account type that the account will be changed TO after collection turnover is completed
Agency	Enter/Select the Agency to which the account will be turned-over
User Name	Name of user selecting the collection turnover
Amount	Amount (account balance) to be turned over to collections
Date Requested	Date of the collection turnover request