NextGen Knowledge Center

Billing Questions

The Billing Questions call type concerns communications that involve questions about billing issues and information.

  1. Select the New Call button and select Billing Questions from the Call Type list.
    The Panels and Panel Items opens.
  2. Select the Call Information and Contact Information panel items from the panels.
  3. Select Billing Issue.
    The Billing Issue option appears.
    Billing Issue

  4. In the Billing Issue panel, select the panel items.
  5. In the Date of Service panel, select Date of service, and select billing issue date.
  6. Select Action(s).
    The Action(s) option appears.
    Action(s)

  7. Select the Action(s) associated with the call. You can select more than one.
  8. Select Call Status and select a status for the call.
  9. In the Comments section, enter any comments related to the call or attach a phrase.
  10. Select Add.
    The call is saved and logged on to the Communication Component Grid.
    Communication Component Grid

Billing Questions