Queue clear
No accounts due right now. Parked accounts will surface automatically when their follow-up comes due.
Up next
Parked - waiting on follow-up date
Completed today
Insurance discovered - waiting to be keyed into the hospital system
Every "Gave new insurance info" entry lands here. Once the hospital system has been updated, click Mark handled.
Supervisor worklist
Accounts the collectors sent up - disputes, escalations, anything they flagged. Click a row to read the full history, log a call, or send it back to a collector with instructions.
Sent to supervisor
Escalations from the collectors - send to supervisor, cease-contact, attorney, disputes, deceased. Handle same-day, then Mark reviewed.
On hold
Reviewed disputes resting out their 30 days (they go back to the collector automatically), plus anything held by a compliance rule.
Worked by the supervisor today
Team
Collected = amounts keyed with a call result plus portal payments taken under each collector's login.
This week, day by day
Live activity feed this week and last
Files received
Hospital files and portal exports arrive through the secure drop folders and load automatically.
Changes take effect immediately. Worklists rebuild on their next refresh (within a minute); the account universe applies when the next hospital file loads.
Priority thresholds
Account universe
Which accounts from the hospital's cash analysis file are worked. One value per line.
Follow-up rules
Days until an account returns to the top of the worklist after each outcome, and the collector-facing label.
Users
Click a user to load them into the form below and change anything (role, portal logins, idle sign-out). Adding a new email creates their record; their sign-in is created separately. Portal logins are the RevSpring Employee values that credit payments to this person. Idle sign-out is 15 minutes for shared machines; longer is only for a private, single-user computer.