User Guide

Notes and tasks

Notes record what happened on an account; tasks record what needs to happen next. Both are added from the account's Notes tab.

Written for: Collectors and billing staff · Supervisors

Adding a note

Account → Notes tab → Add Note

Select Add Note.
Choose a Note Type and write the note.
Select Save Note.

Every note is visible to everyone who can open the account. There is no private or team-only note, no @-mention and no note priority.

Note types

General, Call Notes, Payment, Dispute, Hardship and Compliance. Call Notes is saved as an outbound call; the others are saved as notes, and the list shows that rather than the type you chose.

Creating a task on an account

On the account's Notes tab, select Create Task.
Enter a Task Title and, optionally, a description.
Choose a priority (High, Normal or Low) and a due date. The due date defaults to a week ahead.
Save. The task is assigned to you.

The Task Queue

ArkCloud RCM → RCM Operations → Task Queue

The RCM task queue with work items grouped by type, owner and due state — The Task Queue: summary counts across the top, then a filterable table of RCM tasks.
/dashboard/rcm/tasks

Field or control	What it means
Summary	Pending, In Progress, Overdue and Completed Today.
Filters	Status (Active, Pending, In Progress, Completed, Cancelled), Type and Priority (Urgent, High, Medium, Low).
Task types	Callback, Send letter, Verify insurance, Financial assistance application, Supervisor review, Dispute follow-up, Payment follow-up, Document request, Other.

What is not available

Personal or team task views, and a "due this week" view.
Reassigning, re-dating or commenting on a task, or attaching a file.
Task reminders or notifications.
Recurring tasks.

Write notes for the next person: what was said, what was agreed, and what should happen next. Put a due date on any follow-up as a task, and check your accounts' Notes tabs for open tasks, since nothing will remind you. See activity logging.