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Quantrax Training: Setting Up a Company and other System Controls: This page is designed to walk you through creating a company from start to finish and can also be printed out to use as a checklist. It's also a good place to come back to every now and then as a refresher course, or to just learn more about options your not familiar with. Note: The “Overview ” briefly explains the option, “Management Training Video” is the full length training, and “Round Tables” are an in depth discussion of the various concepts and topics within RMEx. Search for terms: Ctrl+F and enter search term |
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Subject |
Used in/for |
Overview |
Management Training Video |
Round Tables |
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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 signon can be used when you first setup the “Company Information” |
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Security |
* Signing onto the system * Collector codes |
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Form Types |
* Used in the Letter Codes |
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Letter Codes Note: (Form type must be created) |
* Contact Series * Smart Codes * Payment Arrangements * Post Dated Checks * Payment Codes * Mail Return Entry |
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Contact Series Note: Must create a default contact series |
* Client Update * Smart Codes |
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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 * UserID’s * Legal/Pre Legal |
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Close Codes |
* Accounts * Reports |
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Work Groups – and Proportional assignment |
* Client update * Smart Codes |
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Description Codes |
* Smart Codes * Client Update * Letter Codes |
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QCats |
*Client Update * Smart Codes * System Generated |
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Fee Codes |
* Smart Codes * Client Update |
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Balance Types |
* Payment Entry |
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Linking Parameters |
* Client Update |
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Payment Arrangements |
* Client Update |
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Smart Codes |
* Client Update * Most System Controls |
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System Parameters |
Overview |
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Payment Codes |
Used in: * Payment Entry * Statements Used to: * Force a “Follow-up Date” * Send receipt * Apply a Smart Code |
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Returned Mail |
* Apply Smart Codes * Close Accounts * Change Workers |
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Credit Reporting |
* Control amounts to credit report * Control to which bureaus to report to |
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Client Classification |
* Client Update Screen * Placement History by Client Classification |
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Account Status Codes |
* Smart Codes * Report “Analysis by Account Status Code” |
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Remitting Codes |
* Statements |
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State Options |
* Account Entry (Manual or Electronic) * Whenever a debtors address is changed |
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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 |
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Other System Controls Settings and Options
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Subject |
Used in/for |
Overview |
Management Training Video |
Round Tables |
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Acat |
* Accounts Detail Screen to identify types of accounts * Smart codes for decision making * Contact Series * Collector Work groups |
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Account Status Codes |
* Account detail screen * Reports * Smart codes |
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Adjustment Codes |
* Payment Entry |
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Alphabetic Assignment |
* Client Update |
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Cell phone Scrubbing options |
* Identify phone numbers incorrectly identified as Lane lines or Cells |
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Client Access by UserID |
* System Security |
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Client Classifications |
* Client Update Screen * Per-case and Per-Letter charges |
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close code for primary |
* Linking – Change primary from closed accounts |
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Collector Account Presentation |
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Commission Codes |
* Client Update Screen to apply commission based on Payment. |
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Contact Series By ACAT |
* Client Update Screen |
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Contact Series By CLIENT |
Client Update |
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Cost |
* Account Detail, Screen * Smart Codes |
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Custom Menu Setup |
* System Security * Allows you to customize the menus by UserID |
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Download Options for Contact Series |
* Daily operations Dialer Download |
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Duplication Options |
* System Control Menu |
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Dynamic Score |
* System Control Menu |
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Emailing Letters |
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Events |
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Financial Codes |
* Client Update (May require custom mod) |
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Interest |
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Letter Control by User |
* Controls what letter a user can request * System Control |
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Letter Set Up |
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Letter Translation |
* Prints a different letter other then the one requested * System Control |
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Local Zip Codes |
* Fee Codes |
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Location Codes |
* System Control * Allows you to make decisions based on geographical locations or designated areas |
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Medical Billing Options |
* Store information and/or interface with UB04 and 1500 forms |
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Nightly Processing |
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On-line Client |
* System Control * Securely gives your clients access to your system
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Other Phones |
* I-Tel Dialer |
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Payment and Adjustments Codes |
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Payment Arrangements |
* System Control |
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Post Dated Checks |
* Schedule an automated reminder letter * System Control menu |
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Prime Rate |
* System Control * Calculate interest over and above the current prime rate |
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Purge Options |
* Purge Menu |
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Smart Code-Categories |
* Smart Code Menu * Allows you to search Smart Codes more efficiently |
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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 |
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User-Defined Windows |
* System Control Menu * Design Custom account level screens |
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User Activity Inquiry |
* System Security * Keep track of what areas of the system a user accesses |
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Zip Codes |
* Account Entry * System Security * Change, add, or update Zip Codes |
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