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View FN/PD Recommendations

The FN/PD recommendation list is a view that suggests which guarantors received statements already before and should have statement type as FN or PD based on the their pending balance.

  1. Under the Patient Statements tab. Click on “Check FN/PD list”

    view_fn_pd_recommendations_label

  2. A view that will show the recommended FN/PD list based on the criteria. You can change the parameters Amount Limit to mark as FN or PD and Previous Statement Check. Default values are $30 and 2.

    view_fn_pd_recommendations_fn_pd_list

  3. Click on Download the FN/PD to download in the CSV format. This data can be reviewed, updated and then re-imported to mark them as FN or PD.

  4. Alternatively, you can update the type of the statements directly in the system one at a time or all at once.

    • Click on “Update” button in each row to update one guarantor at a time
    • Or click Update All to change type of all statements at once