Tips and good practice

• Start from My Work → Work Queues and take accounts with Get Next Account; it already puts priority and the largest balances first.
• Open the account's Notes and Script tabs before calling, so you know what was last said and agreed.
• Check the Payer column before calling: it shows the payer on the account's most recent primary claim.

• Save a call outcome on the Script tab for every call, including no-answers.
• Write notes for the next person: what was said, what was agreed, what happens next.
• Notes cannot be edited later - correct a mistake with a new note.
• Put follow-ups on the account as tasks with a due date, and check them yourself: nothing reminds you. See notes and tasks.

• Record a payment taken by phone, post or at a desk on the account's Payments tab, once, with its method.
• Charging a card in ArkCloud (Take card payment), saving a card and AutoPay work only once your practice has connected its own Stripe account and card payments are switched on - not yet the case on ArkCloud's hosted service. Never record a payment that was not actually received.
• Agree plan terms against your organisation's plan policy. Unless the patient is enrolled in AutoPay, tell them they pay each instalment themselves.

• Log a dispute as soon as the patient raises one. Check the Disputes list for disputes patients raise in the portal - nobody is notified when one arrives.
• An open dispute stops scheduled letter-cadence letters for the account, but logging a dispute or an assistance application does not pause statements or other collection work. Decide whether to pause, and do it yourself.
• Check Financial Assistance for portal requests (program: Portal request) as well as the applications you record by phone.

Press Ctrl+K (or Cmd+K) to search, and G then Q to jump to your queues. The full list is in preferences.

The dashboard shows accounts worked today, dollars collected, contact rate and resolution rate. ArkCloud does not set targets for these; agree them with your supervisor. See the dashboard.