If the standard note from page 5 of the smart code does not appear on the account check the below: The standard note will not appear if a user keys in manual notes unless there is also an A in the fie...
This option is used to have the system apply a specific Smart Code a certain number of days from now (or whenever the original Smart Code is processed). When the original Smart Code is applied, the a...
Has credit card information (TabQ-4 screen)? - Based on the existence/non existence of a pending payment to be charged Has credit card series on links(TabQ-4 screen)? Has skip tracing information (F4...
Smart codes do not duplicate to inactive closes so changing the owner/worker on these accounts can sometimes be challenging. However, the work group is designed differently so changing owners/workers ...
The Patient DOB should be entered in as MMDDCCYY Rewrite Keywords - Kbase Patient DOB Kbase Patient Birth Date Kbase Patient...
Click on bullet below to view information: Definition (length - 00.55 sec) Training (length - 00.57 sec) Documentation Keywords - AudioA Smart Codes AudioA Smart Code Video Smart Codes Video Smart C...
Click on bullet below to view information: Definition Training (length - 00.53 mins) Documentation Keywords - AudioA Smart Codes AudioA Smart Code Video Smart Codes Video Smart Code Training Smart C...
Click on bullet below to view information: Definition (length - 00.09 sec) Training (length - 00.34 sec) Documentation Keywords - AudioA Smart Codes AudioA Smart Code Video Smart Codes Video Smart C...
What is a Smart Code • It is an Action. It is the collector telling the system what just occurred. • They allow the agents to make the same decision that the manager or owner would make if THEY were w...
The field name is USERDEFINEWDW The conditions that are allowed are EQ, NE, GT, LT, etc. In the value column you must enter your selection in the following format: UD,Xxx,Yy ZZZZZ where UD = UDW w...