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Quantrax Management Training - This document covers all aspects of the Knowledge Base System Controls, setting up collectors and setting up clients.

New clients as well as existing clients can benefit from these training modules.

The “Overview” briefly explains the option, the “Management Training Video” provides in depth training regarding the set up of the option and the “Round Tables” are Q & A discussions surrounding the concepts, relationships and uses for the option.

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	Overview	Management Training Video	Round Tables
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”	Overview	Training
Security	* Signing onto the system * Collector Codes	Overview	Training
Client Classification	* Client Update * Placement History by Client Classification * Per-case and Per-Letter charges	Overview	Training
Remitting Codes	* Statements	Overview	Training
Contact Series By ACat	* Client Update	Overview	Training
Contact Series By Client	* Client Update * Smart Codes	Overview	Training
Contact Series Definition	* Client Update * Smart Codes * System Parameters Note: You must create a default Contact Series for the System Parameters	Overview	Training
Commission Codes	* Client Update Screen to apply commission based on Payment.	Overview	Training
Fee Codes	* Smart Codes * Client Update	Overview	Training
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	Overview	Training
Collector Work Groups (Note: Collector Codes must be setup)	* Client update * Smart Codes	Overview	Training
Alphabetic Assignment	* Client Update	Overview	Training
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	Overview	Training
Balance Types	* Payment Entry	Overview	Training
Close Codes	* Accounts * Reports * Smart Codes	Overview	Training
Form Types	* Used in the Letter Codes	Overview	Training
Letter Set Up			Training	Round Table
Letter Codes	* Contact Series * Smart Codes * Payment Arrangements * Post Dated Checks * Payment Codes * Mail Return Entry Note: Form type must be created	Overview	Training	Round Table
Emailing Letters	* Letter Codes	Overview	Training
Letter Control by User	* Controls what letter a user can request * System Control	Overview	Training
Letter Translation	* Prints a different letter other then the one requested * System Control	Overview	Training
Linking Parameters	* Client Update	Overview	Training	Round Tables
Close Code to Change the Primary Account	* Linking – Change primary from closed accounts	Overview	Training
Post Dated Checks	* Schedule an automated reminder letter * System Control menu	Overview	Training
Payment Arrangements	* Client Update	Overview	Training
Smart Codes	* Client Update * Most System Controls	Overview	Training
Smart Code-Categories	* Smart Code Menu * Allows you to search Smart Codes more efficiently	Overview	Training
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	Overview	Training
Description Codes	* Smart Codes * Client Update * Letter Codes	Overview	Training
QCat Codes	Client Update Smart Codes * System Generated	Overview	Training
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	Overview	Training
Payment and Adjustments Codes		Overview
Payment Codes	Used in: * Payment Entry * Statements Used to: * Force a “Follow-up Date” * Send receipt * Apply a Smart Code	Overview	Training
Adjustment Codes	* Payment Entry	Overview	Training
Interest	* Balance Types * Client Update		Training
Credit Reporting	* Control amounts to credit report * Control to which bureaus to report to	Overview	Training
Returned Mail	* Apply Smart Codes * Close Accounts * Change Workers	Overview	Training
State Options	* Account Entry (Manual or Electronic) * Whenever a debtors address is changed	Overview	Training

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