Batch Attorney Reassignment

The Attorney Reassignment Feature allows users to change the assigned attorney codes on the a batch of accounts at one time. Users can assign the Responsible, Originating, Receiving and Assigned From attorney settings. Several methods can be used to decided what attorney should be assigned such as open date range and balance.

From the Main Screen of CollectMax, click the button to go to the Mass Account Processing Screen. Select the tab. The Attorney Reassignment Screen will be displayed.

Select the Clients to include in this batch process. Select All Clients, a Client Group or a Single Client by click the next to the selection.

Select the Type codes to include in this batch process. Select All Types or Type Codes from the List of codes. Only accounts with these type codes will be included in the process.

Select to the Responsible Attorney to include in the batch process by clicking the box and selecting the responsible from the list. Only accounts with this responsible attorney will be included in this process.

Note: To have this process pick up accounts with no responsible assigned, click the box only.

Select to the Originating Attorney to include in the batch process by clicking the box and selecting the Originating Attorney from the list. Only accounts with this originating attorney will be included in this process.

Note: To have this process pick up accounts with no Originating Attorney assigned, click the box only.

Select the Status Code to include in the batch process. All Status Codes, a Status Code Range, or a Status Codes from the List. Only accounts with these status codes will be included in this batch.
Select to the Receiving Attorney to include in the batch process by clicking the box and selecting the Receiving Attorney from the list. Only accounts with this Receiving Attorney will be included in this process.

Note: To have this process pick up account with no Receiving Attorney, click the box only.

Select to the Assigned From to include in the batch process by clicking the box and selecting the Assigned From from the list. Only accounts with this Assigned From will be included in this process.

Note: To have this process pickup account with no Assigned From assigned, click the box only.

Click the button to go to the Attorney Reassignment Output Options Screen.

Select the Attorney Type to Reassign. Select the Responsible, Originating, Receiving or Assigned From Attorney from the list.
To change the Status on the Claims, click the box next to Change Status To and select a status from the list.
To add an action item, click the box next to Add this Action and select the action code from the list. Enter the number of days Delay until the action is due.
To include the current status description on the preview report, click the box next to Include Status Description on Rpt.
Select the Reassignment Method used to reassign the codes from the list. See the following:

One Code:

Assigns all selected accounts to a single Attorney Code.

Select the new attorney from the list.

Translate:

Assigned each Attorney Code Based on the existing Attorney Code.

Click in the Current Code section and select the attorney to be replaced from the list.

Click in the New Code section and select the new attorney assignment from the list.

Note: Leaving the Current Code will pick up any attorney code. Leaving the New Code Section blank will remove the selected attorney code leaving the accounts with no attorney code.

Round Robin:

Assigns the selected accounts evenly between a list of Attorney Codes.

Click in the code section, and select the first attorney code to be included in the round robin assignment from the list. Next, click below the first entry in the codes section and select the second attorney to be included from the list and continue until all attorney codes to be selected have been entered.
To select all codes, click the button.
To remove any codes, highlight the code and click the button.

Debtor Name:

Assigns the selected accounts to the selected Attorney code based on a debtor name range.

In the Group #1 section, select the letter to finish the first group of A to from the list. Then, select the attorney to be assigned this debtor name range.
In the Group # 2, select the next letter and attorney from the lists.
To add an additional group, click the button and make selections as above until the entire alphabet is assigned.
To remove a group, click the button.

Open Date:

Assigns the selected accounts to the selected Attorney Code based on an open date range.

Select the Dates for Group #1 and select the attorney code from the list.
Select the Dates for Group #2 and select the attorney code from the list.
To add an additional group, click the button and make selections as above.
To remove a group, click the button.

Balance:

Assigns the selected accounts to an Attorney Code based on the account's balance due.

Enter the Balance Range in to Groups #1 and #2 and select the attorney code for each group from the list.
To add an additional group, click the button and make selections as above until the entire alphabet is assigned.
To remove a group, click the button.

Once all selections have been made, click the button to exit the Output Options Screen.

Double check the selection criteria, and then click the button to begin the attorney reassignment.

A confirmation message will be displayed.

Click the button to continue the process. Click the button to discontinue the process.

The process will now search the records for accounts matching the selection criteria. To stop the process, click the button. Otherwise a Preview report will be displayed.

All accounts to be reassigned will be listed on the report with the new attorney reassignment.

To print the report, click the button. To export the report to a file, click the export button.

Once the Preview report has been reviewed for accuracy, click the
X to exit the report.

A confirmation screen will be displayed.

If the preview did not pick the proper accounts or the assignment is incorrect, click the button to stop the process.

If the preview was correct, click the button to finalize the reassignment process.

Note: JST recommends doing a snapshot prior to finalizing the reassignment.

A Final report will be displayed.

The report will list all account numbers that have been changed an the new attorney assignment.

To print the report, click the button. To export the report to a file, click the export button.

Click the X to exit the Final report and complete the reassignment process.