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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Categories AR | Revenue Cycle
Created by Karla Essmiller
Created on Jul 6, 2023

Add Missing Guarantor as reason on Accounts Not Receiving Statement report

One of the reasons accounts won't get a statement is there is no guarantor assigned. It would be very helpful if there was a specific reason code for this. Also add a list of reasons that don't have a specific code to the User Guide. It is very difficult to troubleshoot why accounts don't get a statement without an accurate list of the why's.

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