Activities

A set of collection and system activities comes with PiMS.

Collection Activities are events that indicate a collection, billing or missing element task was performed, or a letter is to be printed. They are user-defined to represent your facility’s policies and procedures. Activities can generate notes that are available for viewing. They can also generate statistics that can be used for monitoring collection productivity.

System Activities are events that are posted when PiMS functions are performed. An example, is when a claim is filed.

You can update an activity, changing the description, deciding whether or not to post the note and if so, which notes to post it to, the worklist description, and the tracking days.

Update an Activity

1. Select Update Activity from the File menu.
2. Enter the activity code to update. 
   
3. You can also enter a partial activity code or partial desription. A list of activity codes starting with the characters you input will be displayed. Select the activity code to update.
4. The update activity detail screen displays. To turn off posting of the note, click the Post Note option off.
5. To change the type of notes posted, select an option from Second Desc Posting values.
   
6. The note description can be changed.
   
7. If this note results in a claim or a guarantor balance being worklisted for follow-up, the worklist description that is presented can be changed.
   
8. If the activity results in tracking of a claim or a guarantor balance or is a collection activity, you can change the tracking days. The standard days is the default days which is used to calculate the follow-up date.  When a collection activity is being posted, the user can override the standard days. The maximum days limits the number of days that the user can use for a collection activity. The courtesy days is used for financial arrangement activities.
   
9. Press enter or select OK, a message will appear at the bottom of your screen. "Please review this data before continuing", this allows you to review all the data before you commit the information.
10. Press or select OK a second time to update the activity.

Add Deactivate and Activate Activities

You can use the additional Activity functions to deactivate and activate collection activities. System Activities cannot be deactivated.