3. Viewing the Report and Working With Accounts
Enter the letter or number next to a list and press Enter to view it. All accounts on the selected list, along with their balance information and phone number, will appear:
The example above shows all of the Collection accounts. Collection accounts are accounts that have been assigned the "Collection" flag on the status line in the Family Editor (fame).
As you view the list and work with each of the families, you can perform the following functions:
Actions in cfs
- [F1 -- Start of List]
Press [F1] to jump to the top of the list.
- [F2 -- Jump to Letter]
Press [F2] and input a letter to jump to a spot somewhere in the alphabetical list of accounts.
- [F3 -- End of List]
Press [F3] to jump to the bottom of the list.
- [F4 -- Remove Flag]
Press [F4] to remove the status flag (such as the "Collections" flag) that causes the account to appear on this list. Remember that the account will remain on the list until cfs rebuilds its lists overnight.
- [F6 -- Form Letters]
Press [F6] to select and print a form letter for any account on the list.
- [F7 -- Oops Account]
Press [F7] to run the Correct Mistakes (oops) program for any account on the list. In oops, you can view billing history, change insurance pending status, and rebatch or print outstanding claims.
- [F8 -- View Account]
Press [F8] to run the Family Editor (fame) program for any account on the list. In fame, you can view a detailed family history, run the Collection report (coll) to review outstanding charges, add notes to the account, review insurance information, and more.