Agent portal: New Accounts Receivable screen

Projected Release Date: January 2021

BriteCore provides agents with additional features, enhanced usability, and a modern look with the new Accounts Receivable screen in the Agent portal. Currently, agents use the older Accounts Receivable screen; see Figure 1.

Figure 1: The current Accounts Receivable screen in the Agent portal.

 

The new Agent portal Accounts Receivable screen is consistent with recent Accounts Receivable screen changes in the Provider Administrator portal. The new Accounts Receivable screen includes:

  • A header that remains at the top of the screen as you move between the Billing Overview and Billing Setup views.
  • A tabbed view of the Billing Overview and Billing Setup screens. See Figure 2 and Figure 3.
    Figure 2: The tabbed view of Billing Overview on the new Accounts Receivable screen.
    Figure 3: The tabbed view of Billing Setup on the new Accounts Receivable screen.
  • The option to access the legacy Accounts Receivable screen by selecting the Go to Legacy Page link.

Considerations

A banner will display at the top of the screen to inform agents of recent changes. This banner will display for a specific duration.

Navigation to policy Notes screen will be removed as this is only used by admins.

 

Additional information