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Dream Factory by TruBridge Ideas Portal
Status Open for Comment
Created by Guest
Created on Jul 18, 2022

Insurance Tickler Productivity Report TIF-1085

Site is requesting a collector productivity report for the insurance tickler. The report should capture the following:

1) User who worked the account. This would be all collectors who worked the account regardless if the account was transferred to another collector.

2) Action taken on the account. Generally captured by the (Status Code) but the report would need to include this information for the entire length of the account in the tickler regradless of collector.

3) The date the account was reviewed/worked and by whom.

4) Which collector the account was assigned to. Who and when the account was transferred to.

5) Listing of tickler notes. The notes entered via tickler should list regardless if the notes pull to the account detail or not.

6) Facility should be able to obtain this information regardless if the claim has been paid or "finished". Suggestion of a report that automatically runs with this information for the accounts purging from the tickler. All information listed would pull and save to report image system

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