Move clients to a manual procedure

Use manual procedures to create special follow-up tasks for accounts that fall outside the parameters of automatic procedures. With manual procedures, you decide when and how to engage the account contact.

Note: The Days in Procedure (DIP) metric is frozen while accounts are in a manual procedure.

Steps

  1. Select Accounts and then find the relevant account.
  2. On the account record, select Manual procedure.
  3. Select an action: telephone, reminder, warning, or in-outsourcing.
    • If sending a reminder, use the dropdown to select a message template.
    • If sending a warning, use the dropdown to select a procedure.
  4. Select a date for the action’s execution.
  5. Enter a brief description of the reason for the action.
  6. Select Save.

Manual procedure actions now appear on collectors’ Worksheet lists.

Track Accounts in Manual Procedures

To view all accounts in a manual procedure, find the Tracking lists module on the Worksheet and select View and/or assign manual workspace items. Revise planned actions by selecting Edit. Select Delete → OK to cancel the manual procedure.

Remove Accounts from Manual Procedures

To immediately end a manual procedure, select Remove from manual procedure on the account record.

If no action is taken:

  • If you take no action, the account returns to an automatic procedure after 30 days.
  • If you performed a manual action but did not assign a new one, the account returns to an automatic procedure after 7 days.

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Need Help?

If a manual procedure action is not appearing on the Worksheet after saving, confirm that a date was selected before saving. Contact the Billtrust Support team for further assistance.