Online portal instructions
With the online portal, you can add accounts, review accounts, submit bulk files, and print statements.
Search for an Account:
In the Online Portal, you will see a gray bar along the top of the screen. Along this bar are search
boxes where you can search for an account by typing in any combination of the debtors First Name, Last Name, Company Name, Claim # Etc.
When sufficient criteria are entered in the corresponding fields click the search button. If you want to search for all accounts, you can leave the criteria boxes blank.
Accounts that matching with the search criteria will appear in a list on the left side of the screen.
Clicking on the account from the list will open the account on the right side of the screen.
This information can be downloaded by clicking the image that looks like a floppy disk. The file can be downloaded as an Excel, PDF, or Word file.
Entering New Accounts:
Click on the Enter New Claims button in the upper right corner of the screen.
Enter all available information about the debtor and the claim being collected.
Files can be attached to the account, by uploading a file under the Upload File(s) heading. lick Insert Claim.
Non-commercial / Commercial
Is the debtor a consumer or business?
Your account or invoice number.
The amount currently past due.
Interest start date
The date when interest begins to accrue on the account. (Leave this blank if interest is not being charged).
The date the account was originally opened. For example: Date of service.
The First delinquency date is the date the account first became delinquent and was not brought current. (Depending on your payment terms, this may be different from the original date).
Notes (in debtor info)
We appreciate any additional information that you can provide. For example: product or service rendered, co-payment, deductible, reason for non-payment. Etc.
Note (in claim info)
(Use the notes field appearing in debtor info)
Uploading Accounts in Bulk
In the upper right-hand corner of the screen, click the Upload Accounts in Bulk
Either drag the file that is to be uploaded, or click Select File to search your computer for the file.
Click Upload to get the file that was selected to upload.
Use the templates below to ensure successful upload.
Uploading General Documents:
This option allows you to upload documents on a client basis, rather than an individual account basis.
Click “Choose File”
Select the appropriate file
Add an optional File Note
Click “Upload Files”
You can run a report to see an overall review of accounts with our agency
In the upper right corner click Reports. They have the choice of Accounts Report and Status Report. For this example, we’re showing the Accounts Report.
Once they pick the type of report and the Start Date / End Date fields, click Generate Report.
Alternatively, if they choose Status Report, they will choose whether or not to include Closed Accts, then click Generate Report.
The generated report will have an option to Export to Excel, PDF or Word.