Flagging a policy for poor payment history is done via system tags, which have a default Poor Payment History tag.
To flag a policy:
- Navigate to the policy.
- In the System Tags section, select Edit.
- Select Poor Payment History.
- Select Done.
Once flagged, Flagged for Poor Payment History appears on the Accounts Receivable screen of the policy.
Note: When flagged, agents and outside payors will be unable to change the policy’s billing schedule when making a payment. Flagging a policy for poor payment history overrides all other settings related to a person’s ability to change the billing schedule on the secure payment screen. Staff will be able to change the billing schedule on the policy’s Accounts Receivable screen.
When flagged, BriteCore will automatically update the policy’s billing schedule to the default schedule as identified in Settings > Modules > Policies > Policy Lifecycle > Billing > Billing Schedules. If desired, staff may change the billing schedule prior to renewal.
If desired, a BriteData report could be built to analyze poor payors.