Collections

Supervisor tools

Supervisors get a team dashboard, bulk assignment, and escalation rules that can be run on demand. Several parts of these screens are not what they appear to be; this page says which.

Written for: Collections supervisors · Collections managers · Evaluators

The Supervisor dashboard

Sidebar → Management → Supervisor

Field or controlWhat it means
Total agentsActive users with the Agent role.
AvailableShows "Not available": agent presence (available, on a call, wrap-up, break) is not recorded.
Recently activeUsers who logged any interaction in the last 30 minutes. It is not telephony presence.
EscalationsUrgent items: pending dispute-review tasks. Opens the Escalations screen.
Accounts In ProgressAccounts with an open assignment.
Payments Today / Promises Due TodayCounted from today's payments and pending promises.
Team Performance LeaderboardPer agent, the number of distinct accounts with an interaction logged today, and those interactions. There is no dollars-collected figure: payments are not attributed to agents.
Queue StatusAccounts grouped by aging bucket. Despite the name these are not your work queues.

The dashboard shows no predicted collection rate, efficiency score or AI recommendation - ArkCloud does not compute them.

Escalation rules

Sidebar → Patient AR → Collection Automation → Escalation Rules

An escalation rule matches accounts by conditions and lists actions to take. Creating, editing or deleting a rule needs the Admin role. Rules run only when a Supervisor or Admin presses the button to process them; no scheduled job runs them.

Field or controlWhat it means
Actions that change dataChange status, Place with agency, Recall from agency, Flag for review and Request bad debt write-off.
Actions that do not run yetSend letter, Send SMS, Send email, Schedule call, Assign to queue and Create task. Each one reports "This action does not run automatically yet. Nothing was sent or changed." - it is recorded as failed, listed among the errors and not counted as executed. Nothing is sent, scheduled, assigned or created.

Call monitoring

There is no silent monitoring, whisper or barge-in. On deployments with Amazon Connect the Live Calls screen shows a notice that it does not read live data from Connect yet, with no calls and no monitoring controls. Call recording, where configured, is through Twilio rather than Amazon Connect. There are no quality scorecards and no automated compliance alerts.

Other things a supervisor will not find

Collector shift scheduling and time-off approval are not part of RCM (staff shifts live in ArkCloud Workforce, which has no time-off workflow). Requests that need a supervisor - payment approvals, disputes, complaints and other supervisor requests - can be raised, claimed and resolved on the Escalations screen (/dashboard/escalations), which is a task list rather than an approval workflow: any staff role can resolve an item. There are no gamification badges and no capacity-planning report.

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