Collection Scenarios
Searching the System
Actions
Navigating AR Docs
Miscellaneous
100
You have to make collection attempts every __ days.
What is 7.
100
What is the field called within the search screen, that you put an invoice number within?
What is Document #
100
What is an action?
What is something to be performed that progresses the collection scenario to the next step
100
How do you change your the ERP source?
What is select "home" and choose your ERP source and corresponding company
100
What username and password do you use to login to AR Docs?
What is Network Username and Password
200
On the Wholesaler collection scenario, on what day past due do you escalate to a team lead?
What is 45 days
200
What auto populates in the search screen that you need to be sure and update or clear out entirely?
What is the Start and End dates
200
How many different actions are there, that you can complete to progress your invoice in the collection scenario (100 bonus if you can list them)
What is 5 - Add to Escalation, Fax Document, Email Document, Call Note, Reschedule
200
How many overview screens are there? (100 bonus if you can name them)
What is 2, Overview by Aging and Overview by status/action
200
What is the URL to our AR Docs environment?
What is theracom.icsconnect.com
300
On the Non-Wholesaler collection scenario, how many collection attempts do you have to make before escalating an account to a Team Lead?
What is 3
300
What two different Doc Types can you search by?
What is TBB (TheraCom Buy and Bill) and TWH (TheraCom Wholesale)
300
Within the action section, what do you click on to email a your contact?
What is Edit Email (you always want to review the email before sending)
300
In the navigation bar, what do you hover over to get to Search Program?
What is "AR Docs"
300
Who uses the critical note function?
Who is Dawn/Sara ONLY
400
After how many days past due is an account sent to third party collections?
What is 61 days
400
How do you add the same note to multiple invoices within the search screen?
What is by placing a check mark in the boxes to the left of the chosen documents and selecting "Add Note"
400
How many attachments can you add when sending an email within AR Docs?
What is 2 attachments
400
How do you get to Fax/Email/Letter?
What is Hover over "AR Docs" and go down to the third option "Fax/Email/Letter"
400
WHAT'S THE DIFFERENCE BETWEEN A NOTE AND A CALL NOTE
What is Call Note is an action and will progress you in your collection scenario, a Note is only to be used in between actions
500
How many steps total are there in the Non-Wholesaler collection scenario?
What is 8 steps
500
Can you select multiple documents to email from the search screen?
What is NO
500
What is the auto populated subject of the email, sent from AR Docs?
What is Payment Reminder
500
When you select the home button and AR Docs already has an ERP and a company selected, how do you get back to your overview screen?
What is Select Overview and either Overview by Aging or Overview by Status/Action
500
How many colors are there in the legend and what do they mean?
What is 6 Red - Past Due, Green - Due Today, Black - Due in the Future, Purple - In Client Disposition, Blue - In Escalation, Weird Awful Orange Color - Closed
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