To create a spreadsheet to upload to a Collection Agency, you have two options:
This option is best when Encounters are turned over to Collections individually from the Encounter Dashboard.
Option 2
This option is best when Encounters are sent to Collections as a group from Pre-Collections. All Encounters will be assigned the same Transaction number.
When you select Update Records as Sent and run the Collections Agency Spreadsheet, the To Collections column updates to display the date and time that the Collection Agency Spreadsheet was created.
The spreadsheet contains all the information that the Collection Agency will need to collect from the Guarantor.