Work Screen
The Work screen is the primary screen used by the agent to work accounts. It consists of a number of Panels organized into three groups, the left column, the right column and a bottom, 'double wide'' colum for wider panels. Which panels are displayed and the position of the panels can be customized at the Agency level and at the User level.
At the top of the panels is a Status Bar that shows the current Account, the current work stream and provides some action choices.
Click the PDF icon for a PDF summary of the account (only visible if system showPDF param is true)
Click the Skip button to skip to the next account in your work stream. If you make changes to the account, the Skip button lights up and changes to a Next button. When you click Next, the system will commit your changes and take you to the next account in your work stream.
Click the Payment button to take an immediate payment or set up a payment plan.
Use the Add menu to add more information about the account, such as a dispute, an employer, a reference or insurance information.
Debtor/Debt
If an account is a debtor, the Status Bar will show a blue Debtor button. You can see the associated listed in the Debts and Cosigners panel.
Click an account number in the Debts and Cosigners panel to view the details for that specific debt. The Status Bar will display a blue Debt button and a button with a link back to the Debtor
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