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Quantrax Management Training

This document can also be used as a guide to setting up a brand new company. You can print this document out and use it as a checklist while you are setting up your company.

The document is separated into two sections:

*The first section contains options that all agencies must have to do business and any related options needed.

*The second section contains additional options that allow you to utilize the full potential of RMEx .

Section One: System controls and options common to most collection operations

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Subject	Used in/for
Company Information	* Stores company demographics * Control times when users may or may not sign on * Stores ‘Special Password” (required for certain functions) Note: Only the Qmaster UserID can be used when you first setup the “Company Information”
Security	* Signing onto the system * Collector Codes
Client Classification	* Client Update * Placement History by Client Classification * Per-case and Per-Letter charges
Remitting Codes	* Statements
Contact Series By ACat	* Client Update
Contact Series By Client	* Client Update * Smart Codes
Contact Series Definition	* Client Update * Smart Codes * System Parameters Note: You must create a default Contact Series for the System Parameters
Commission Codes	* Client Update Screen to apply commission based on Payment.
Fee Codes	* Smart Codes * Client Update
Collector Codes Note: Must create a Default Collect & House Collector	Used in: * Work Groups * Smart Codes * Reports Must setup: * Demographics * Owner/Worker Override (optional) * Case Limits * Linking Options * UserIDs * Legal/Pre-Legal
Collector Work Groups (Note: Collector Codes must be setup)	* Client update * Smart Codes
Alphabetic Assignment	* Client Update
Client Update	* Demographics * Salesman Code * Remitting Code * Commission Information (select one of the three) * Standard Rates * Fee Codes * Commission Codes * Link Code * Contact Series/Contact Series by Client * Collector Assignment * Standard Reports * Client Classification * Client Type * Credit Reporting
Balance Types	* Payment Entry
Close Codes	* Accounts * Reports * Smart Codes
Form Types	* Used in the Letter Codes
Letter Set Up
Letter Codes	* Contact Series * Smart Codes * Payment Arrangements * Post Dated Checks * Payment Codes * Mail Return Entry Note: Form type must be created
Emailing Letters	* Letter Codes
Letter Control by User	* Controls what letter a user can request * System Control
Letter Translation	* Prints a different letter other then the one requested * System Control
Linking Parameters	* Client Update
Close Code to Change the Primary Account	* Linking – Change primary from closed accounts
Post Dated Checks	* Schedule an automated reminder letter * System Control menu
Payment Arrangements	* Client Update
Smart Codes	* Client Update * Most System Controls
Smart Code-Categories	* Smart Code Menu * Allows you to search Smart Codes more efficiently
Smart Code-Seq Message	* Smart Code menu * Send a message to the user when an account is going to qualify for a specific Smart Code action line
Description Codes	* Smart Codes * Client Update * Letter Codes
QCat Codes	*Client Update * Smart Codes * System Generated
System Parameters	* System Parameters * Defaults settings for Contact series, collector, and house collector * System Wide defaults * System Warnings * Controls New Business * System generated Qcats * account warnings * Stop Dialer / Accounts
Payment and Adjustments Codes
Payment Codes	Used in: * Payment Entry * Statements Used to: * Force a “Follow-up Date” * Send receipt * Apply a Smart Code
Adjustment Codes	* Payment Entry
Interest	* Balance Types * Client Update
Credit Reporting	* Control amounts to credit report * Control to which bureaus to report to
Returned Mail	* Apply Smart Codes * Close Accounts * Change Workers
State Options	* Account Entry (Manual or Electronic) * Whenever a debtors address is changed

Section Two: More advanced system controls and options

Subject	Used in/for	Overview	Management Training Video	Round Tables
ACat Codes	* Accounts Detail Screen to identify types of accounts * Smart codes for decision making * Contact Series * Collector Work groups	Overview	Training
Account Status Codes	* Account detail screen * Reports * Smart codes	Overview	Training
Cell phone Scrubbing Options	* Identify phone numbers incorrectly identified as Lane lines or Cells	Overview	Training
Client Access by UserID	* System Security	Overview	Training
Collector Account Presentation			Training
Cost	* Account Detail, Screen * Smart Codes	Overview	Training
Custom Menu Setup	* System Security * Allows you to customize the menus by UserID	Overview	Training
Download Options for Contact Series	* Daily operations Dialer Download	Overview	Training
Duplication Options	* System Control Menu	Overview	Training
Dynamic Score	* System Control Menu
Events		Overview	Training
Financial Codes	* Client Update (May require custom mod)	Overview	Training
Local Zip Codes	* Fee Codes	Overview	Training
Location Codes	* System Control * Allows you to make decisions based on geographical locations or designated areas	Overview	Training
Medical Billing Options	* Store information and/or interface with UB04 and 1500 forms	Overview	Training
Nightly Processing			Training
On-line Client	* System Control * Securely gives your clients access to your system	Overview	Training
Other Phones	* I-Tel Dialer	Overview	Training
Prime Rate	* System Control * Calculate interest over and above the current prime rate	Overview	Training
Purge Options	* Purge Menu	Overview	Training
User Activity Inquiry	* System Security * Keep track of areas accessed by a User	Overview	Training
User-Defined Windows	* System Control Menu * Design Custom account level screens	Overview	Training	Round Table
Zip Codes	* Account Entry * System Security * Change, add, or update Zip Codes	Overview	Training