3. Working with Individual Accounts
The first screen that appears when you send persview to the screen looks like this:
persview presents a list of accounts and their aged balances. The accounts are grouped in sets of three, making the list easier to read. In the example shown, the user sorted the list by "Total Personal Amount" owed. The most urgent account problems are at the top of the screen. Press Page Down and Page Up to scroll through the list and view all accounts.
The screen allows you to work with a specific account. Select an account by placing an X in the box in front of the account name. Once you have selected an account, you can do a variety of different operations by pressing different function keys. For example, press [F2 -- Edit Account] to run the Family Editor (fame) for the selected account. From fame you can check the account's insurance companies and run the coll report to review the reasons for the balance.
Actions From the Individual Account Screen
- [F1 -- Main Menu]
Press [F1] to return to the Main Menu, where you can enter a different set of criteria.
- [F2 -- Edit Account]
Press [F2] to access fame for the selected account. In fame you can review demographic information, run the collection report, view a complete account history, review insurance information, enter account notes, and more.
- [F3 -- Refund]
Press [F3] to run refund for the selected account. In refund you can quickly refund a credit, print a bill, and post late charges and other fees.
- [F4 -- Pam]
Press [F4] to post payments or adjustments in pam. This is useful when the selected account agrees to pay with a credit card over the phone. You can also write off debt by using an appropriate payment type.
- [F5 -- Daysheet History]
Press [F5] to scan through the daysheets and view all transactions related to the selected account. If you suspect a payment or charge has been deleted, the daysheet history can show you the amount and which user deleted it.
- [F6 -- Form Letters]
Press [F6] to print one or more form letters for the selected account.
- [F7 -- Print One Bill]
Press [F7] to print a bill for the selected account. When you press this function key, you will be asked to enter a date range for the bill.
- [F8 -- Work With All]
Press [F8] to switch to working with all accounts listed. See the section below for more information.