How do I add a Blake Decision case flag or collection status to an individual case?
There is a new Case Flag and Collection Status in Odyssey allowing the ability to mark cases and LFO balances affected by the Blake Decision.
To add a Blake Decision Case Flag to an individual case:
1. Click on the plus sign in the Case Flags heading of the Detail tab.
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2. Click Continue.
3. The flag will display on the Summary tab in red text and on the Message Bar at the bottom of the Odyssey screen.
NOTE: To see a list of flags on the case hover over the flag icon anywhere that it is visible.
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To add a Blake Decision Collection Status to a case navigate to the Financial tab:
A. If the case is not on a payment plan, click the collection status hyperlink.
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B. If the case is on a payment plan, click into the payment plan to access the collection status hyperlink.
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Once you have accessed the View Collection Status, to add a Collection Status complete the below steps:
- Select View Collection Status dialog box.
- Click on the plus sign to add the new status
- Enter the Date.
- Enter Status - BD.
- Click Continue.
- Click Save.
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NOTE: Once the collection status has been added, if a user attempts to add a payment the following warnings will display:
From the case:
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From Find an Account:
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From Batch Payment:
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From Multi-Case Payment:
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Also please see: eService Answer - Blake Decision Case Flag/Collection Status Process
RN id: 2549