Contents: Listed on the report is:
Policy Number
Description (Transaction Reason)
Type Acct. (Transaction Type)
Inst. Plan Code (Pay Plan)
Next Activity (Date of Next Billing Activity)
Next Notice (Type of Notice; i.e., Legal Notice, Installment 2, etc.)
Balance (Policy Balance)
Next Reason (Next Reason; e.g., RF = Refund)
The report sorts by Company / State / Line of Business.
Who Uses Report: Accounting Management / Accounts Receivable Personnel to review billing activity, notices upcoming and balances on policies.
When to Run Report: Daily; after all accounts receivable information has been posted or within a specified date range.
Input Parameters:
Transaction Type (With a selection criteria including "All")
Company / State / Line of Business (With a selection criteria including "All")