Follow Up Entry (Review Follow Up Entries Section) - PM

This form is used to manage follow-up entries used to track client payments and collections. The Filter By fields in this form are used to filter follow-up entries that display in the Previous Follow Up Notes field and the Follow Up Notes report.

Note: The first page for this from only filters by Guarantor in the Review Follow Up Entry Section if there is an existing entry filed for a specific Guarantor in the Follow Up Entry section. The initial section is for review purposes. There is no ability to edit what was previously filed.

Prerequisites:

• The client must be associated with a guarantor in the Financial Eligibility or Fast Financial Eligibility form.

1. ---

   Go to: Avatar PM > Client Management > Client Information
2. In the Client ID field, enter the client name or ID, and select.
3. Select options in any optional filters:
   • In the Filter By Guarantor(s) field, select the guarantors.
   • For the Filter By Guarantor Representative(s) field, select the guarantor representatives.
   • In the Filter By Episode(s) field, select the client episodes.
   • In the Filter By Collection Note Type(s) field, select the collection note types.
     
     Result: The Previous Follow Up Notes field displays an overview of the client’s follow up notes.
4. Select Print Current Follow Up Notes to generate a report that details the client's current follow up notes.
5. Select Follow Up Notes Report to generate the Follow Up Notes report that details all notes for the client.
6. When finished, select File Follow Up Entry.

► Additional Sections

• Follow Up Entry (Edit)

► Examples