Add Actions

Actions provide a way to plan and record interactions with payers to follow up on their accounts.

To get started with Actions, navigate to either:

• Billing management > My Actions

• Billing management > People finder > Billing profile

To add an Action:

1. Select Add Action.

2. Select the Type from the drop-down.
   

   Note: The Type drop-down populates based on entries in the Action table settings.

3. Enter the Due Date for when the action is complete.

4. Enter a Title to summarize the intent of the action.

5. Enter a Description and further clarify the intent of the action.

6. Select a Billing clerk from the Assigned to drop-down.

7. Select a Status; select Closed if you are recording a past action.

8. Select Save.