You can assign a collection agency to an account that has been placed into collections. If the account is NOT in collections, the Edit Collection Agency option does not appear in the right-click menu.
To assign a collection agency to an account that is in collections:
Right-click anywhere in the Collections Information section of the Collections window and select Edit Collection Agency. This displays the Update Collection Agency window.
Select the desired agency from the drop-down list. Select Not Referred, if you want to remove the agency referral from this account.
Click Save. This updates the Treatment window with the referral:
Status is changed to “Referred to Collection Agency.”
Agency is updated with your selection.
Agency Status is set to “Must Be Sent.”
Agency Contact Information is populated with the selected collection agency’s contact information.
Note:
If you select Not Referred, Status is changed to “Past Due.” Status Action Date, Agency, Agency Status, and Agency Contact Information are cleared.