CCA: Actions
GoodX's Credit Control Assistant (CCA) assists the practice to manage the business processes within the practice that are associated with the collection of outstanding debt from Medical Aids and/or Patients. The function will be used for assisting in Credit Control/Debt collection, SMS, Emails and Cycle steps are pre-defined. The CCA keeps all communication in connection with the account of the patient between a patient/medical aid and practice.
The actions will be pre set up by GoodX. The actions are linked to the Events, to set up these events please refer to the user manual: CCA Events.
- Click on the Admin tab in the navigation bar on the main Dairy screen.
- Click on Credit Control Management sub-tab on the navigation bar.
- Click on the Actions sub-tab under the Credit Control Management tab.
- This will give an explanation of each Action with the structure of each action, of how when and where the actions will take place.
- The Actions information is divided into columns:
- Name: The name that has been given to the action.
- Description: An explanation of what will happen if this action is triggered.
- Structure: The code structure of what will be done in the background to trigger the action.
- For example which action will be used, which type of workflow event template will be used, the time period that has been set for the action to be triggered.
- Click on Close to close all screens and return to the main Diary screen.
Last modified: Wednesday, 19 May 2021, 1:11 PM