System Control Menu
- System security
  - System security
  - Client access by User ID
  - Client profile update for client access by User ID
  - User activity inquiry
  - Setup number of days to purge user activity log
  - Custom menu setup
    - Custom Menu maintenance
    - Custom Menu detail maintenance
  - Account access for states by User ID (or reporting group code)
  - Right party authentication options
  - Reset password for any User
  - Create new user for hosted Client
- Company information
- System parameters
- Close codes
  - Close code
  - Secondary close code
- Collector work groups
  - Regular Accounts
  - Pre-Legal Accounts
  - Legal Accounts
  - Regular Accounts (Single group)
  - Report of collectors within work groups
  - Simulation of collector assignment
- Alphabetic assignment
- Commission codes
- Fee schedule codes
- Contact series by client
- Contact series definition
- Letter codes
- Letter translation tables
  - By State
  - By Client Group Number
  - By Collector Code
  - By Description Code
  - By Location Code
- Account linking parameters
  - Account linking parameters
  - Close codes for changing primary accounts
- Medical billing options
  - Place of Service Codes
  - Type of Service Codes
  - Procedure Codes (HFCA and Revenue Codes)
  - Diagnosis Codes
  - Insurance Companies
  - Provider Numbers (by Client and Insurance Company)
  - Provider Numbers (by Doctor Code and Insurance Company)
  - Facilities
  - Doctor Codes
  - Diagnosis codes (ICD-10)
  - ICD-10 Procedure codes
- Smart codes
- Description codes
  - Description code
  - Description code group
- Local Zip codes
- Balance types
  - Options for the company
  - Codes for special balance types (by client)
- Payment arrangements
- Post-dated checks
System control menu (2)
- Payment/Adjustment Codes
- QCat codes
  - By Company
  - By User
- Zip codes
- Returned mail
- Cost
- Prime rate
- Credit reporting
  - New Credit Reporting(New Metro2 unpacked Standard format)
- Letter control by user
- Client classifications
- Contact series by ACat
- Purge
- Account status codes
- ACat codes
- Financial codes
- On-line clients
- Remitting codes
- Form types
- Smart code series options
- State options
System control menu (3)
- DUPLICATION OPTIONS
- Close codes
- Contact series by client
- Contact series definition
- Smart codes
- Description codes
- Local zip codes
- Payment codes
- Client classifications
- Fee schedule codes
- Letter codes
- User-defined windows
- Intelligent scripting
- User-defined window options
  - Set up window code & templates for company
  - Set up protected areas of user defined windows
  - Set up window code & templates by client
  - Set up data types for individual fields (by line#) for company
  - Set up data types for individual fields (by line#) by client#
- Rules for duplicate accounts
  - Duplicate checking by client code
  - Duplicate checking by client group code
- I-Score options
- Location codes
  - Location code
  - Location code group
  - Location code by zip code
  - Location code by Area code & NPX
- Cell phone scrubbing options
- Other phones
- Dynamic Score/Events options
  - Dynamic score - Smart code setup
  - Dynamic score - System control setup
  - Events - Expanding rule setup
  - Events - System control setup (Default)
  - Events - Client override rules
  - Events - System control setup(Overrides)
  - Replace a Smart code in Events
  - Duplicate dynamic scores
  - Duplicate events
- Analytical attributes options
  - Analytical codes - Collector level
  - Analytical codes - Client level
  - Analytical codes - Account level
  - Based on Client type - Client level
  - Based on Client classification - Client level
  - Based on Financial class - Account level
  - Based on Patient type - Account level
  - Based on ACat code - Account level
  - Financial class report(By client)
  - Patient type by client(By client)
  - Analytical attribue by accounts(Client)
- Quantrax options
System control menu (4)
- FTP Job Processing
- Client group information (Help)
- Client help codes
- Complaints
- Texting options
- Secure e-mailing options
  - Cover page/Letterhead options
  - Consumer Interactions
- I-Bot options
- LucentPay Interface Options
- Side panel user control
Management menu
- Client update
- Client inquiry
- Collector update
- Collector inquiry
- Salesman update
- Duplicate client report options
- Smart Code/User audit options
  - Smart Code audit (note file)
  - Audit a user (worked)
  - Audit a user (to be worked)
  - Detailed collector audit
  - Daily audit by Smart Code
  - Display accounts for audit
    - Run account list for Audit (Batch/Interactive)
    - View account list for audit from submitted batch jobs
  - Payment detail display by client
  - Payment summary display by client
  - Payment detail display by hour
  - Payment summary display by hour
  - Print report of accounts viewed
  - P/D checks inquiry (Client/Owner)
  - Payment display by client group
  - Display payments posted today
  - Payments pending (not posted)
  - Activity dashboard
  - Display accounts for audit (Queues)
    - Run account list for Audit (Batch/Interactive)
    - View account list for audit from submitted batch jobs
  - Payments by client (display)
  - Real-time user queue consolidation
  - Real-time client queue consolidation
  - User activity inquiry
- Intelligent assistant
  - Topic Maintenance
  - Group (and associated Topic) Maintenance
- Time wizard
  - Employee Information
  - Employee Category Information
  - Supervisor Information
  - Employee Sign-off update
  - Reports
    - Employee Time by Date
    - Employee Work Hours Detail
  - Reset hours worked per month
  - Reset hours worked per year
- Collector set up/Analysis
  - Collector work groups
  - Daily collector activity summary
  - Complaint Reports
  - Collector reassignment
- Intelligent scripting
  - Company setup
  - User setup
  - Script setup options
  - Rules setup options
    - Company rules
    - Client rules
- Account processing reports
  - Account processing workmap
  - Account processing analysis by client
  - Account processing analysis by user
  - Future follow-up dates by worker
  - Detail listing by QCat code
  - Report to client by QCat code
  - Update text for report to client by QCat code
  - Account processing review
  - Special clients (Acct.processing)
  - Account processing analysis by client - no phones and skips
  - Real Time activity Monitor by Campaign
  - Real Time activity Monitor by Agent ID
  - Real Time activity Monitor by User
- Set processing time by type
  - Set processing type by time for user
  - Set processing type by QCat
  - Set options for monitoring a user
  - Time tracker setup
- I-Tel options menu
  - I-Tel campaign administrator
  - Display active campaigns
  - Management options
  - Other phone number options
  - I-Tel dialer reports
  - Multiple dialer selection
  - Screen recording options
  - Queue consolidation options
  - Contact series options
  - Non-RMEx users
  - I-Tel System Control options
  - Support options
  - Custom options
- Company goal maintenance
- Legal files and reports
  - Defendant Attorney Codes
  - Court Codes
  - County Codes
  - Legal Reports
  - Judge Codes
  - Covering Attorney Codes
- Debtor/Case comparison reports
  - Report by owner
  - Report by worker
  - Analysis of responsibility by worker
  - Report by client
- Other management options
  - Processing log
  - Sales information
  - I-Score options
  - Skip-tracing options
- Company statistics options
  - Company statistics screen
  - Placement history by company
  - Activity history by company
  - Account processing analysis
  - Placement history by company, including accounts transferred to other clients (uses existing acounts)
  - Placement history summary for all clients, and the company accounts were transferred to (uses existing accounts)
  - Regression report
  - Graphs of placements, payments and commissions
  - Time management analysis
  - Daily payment totals for a period (inquiry)
  - Activity history by company with commission in period
  - Consolidated reports (all companies)
- Medical billing options
  - Place of Service Codes
  - Type of Service Codes
  - Procedure Codes (HFCA and Revenue Codes)
  - Diagnosis Codes
  - Insurance Companies
  - Provider Numbers (by Client and Insurance Company)
  - Provider Numbers (by Doctor Code and Insurance Company)
  - Facilities
  - Doctor Codes
  - Diagnosis codes (ICD-10)
  - ICD-10 Procedure codes
- Change company to be processed
- Custom options
Payment transaction menu
- Debtor/Agency entry
- Debtor/Agency posting
- Client/Agency entry
- Client/Agency posting
- Clear/Update transactions
- Daily payment report options
  - Payment Detail list
  - Payment Summary
  - Payments by Collector
  - Payments by Client
  - Print and delete Credit Card transactions
  - Payment Summary without Trust Account Analysis
- IC/Paylogic options
  - Intelligent Contacts/Paylogic System Control
  - Paylogic Payment process
- Legal payment reports
  - Daily Legal Payments List
  - Payments by Collector for a Period
  - Payments by Client for a Period
  - Judgement Report
- Postdated check options
- Direct check options
- Credit card options
  - Payment arrangement, credit card and check analysis
  - Payment arrangements and credit cards by collector
  - Print and delete Credit Card transactions
  - Real time authorization for BATCH credit card payments
  - Credit Card History Inquiry
- Payment reports for period
  - Payment Summary
  - Payment Details (Sort by Payment Code)
  - Payment Analysis by Date with Cash
  - Payment Analysis by Date with No Cash
  - Payment Details (Sort by Client or Adjustment code)
  - Payments by Type and Client (Summary Report)
  - Payment Summary (One report with no trust accounts)
  - Daily Payment totals for a period (Inquiry)
  - Future credit cards payments due
  - Analysis of pending payments
- Payments by client for period
- Payments by collector for period
- Client inquiry
- Unposted payment batch inquiry
- Credit balance report
- Omit transactions from statement
- Change company to be processed
- Custom options
Daily operations menu
- Account entry options
  - Account entry
  - Account entry edit list
  - Account posting
  - Reopened account entry
  - Reopened account posting
- Mail return entry
  - Manual returned mail entry (Standard)
  - Scan returned mail
  - Post returned mail
  - Scan and enter new address
- Account linking
- Multiple Smart Code entry
- Bankruptcy file options
  - Bankruptcy inquiry and update
  - Add new information
- Account transfer edit
- Send text messages
- Create download (Con.Series)
- Create download (Regular accts.)
  - Run a download
  - Set options for individual downloads
  - Set options for multiple download
  - Run multiple download
  - Account processing - Special transfers (Add accounts to account processing queues)
  - TCN dialer process
  - VoApps-Direct Drop Cell Number Interface
  - Global Connect Interface
    - Global Connect Download Process
    - Global Connect Upload Process
- Upload information from dialer
- Client inquiry
- Account inquiry
- Account information print
- Unposted account batch inquiry
- Account forwarding
- Account forwarding recall
- Start Smart Code processing Pgm.
- Start NIGHTLY PROCESSING
- Backup RMEx files
- Custom options
Account processing menu
- Display accounts to be worked
- Preview dialing
- Power dialing
- Predictive dialing
- Progressive dialing
- Inbound and ACD for I-Tel
- Clerical sign on for I-Tel
- Unmatched incoming text messages
- Work items
- Account inquiry
- Work map inquiry
- Time management inquiry
- Payment inquiry
Inquiry menu
- Account inquiry
- Client inquiry
Special options menu
- Multiple close-out
- Multiple collector change
- Multiple Smart Code assignment
- Multiple selected letters
- Account load edit (Electronic)
  - Account load edit reports
  - Account load update
- Account load posting
- Single letter information edit
- Single letter printing
- Change placement dates
- Multiple change of client codes
- Client consolidation
- Create new queues for a worker
- I-Load Options
- Forwarding Agency Interface
- Scrub Services Interface Options
  - Interactive Data (IDI)
  - NCAN
    - NCAN Bankruptcy/Deceased file creation
    - NCAN Bankruptcy/Deceased file upload
- Sonnet/E-Oscar interface Options
- Save INTELEC libraries
- Custom options
Purge options menu
- Preliminary purge report
- Information purge
- Purge detail report
- Purge work files backup
- Delete purge work files
- Remove purge information
- Multiple close by Last Tr.date
- Purge by client
  - Preliminary purge report
  - Information purge
- Purge records - secondary files
- Remove purge information (Purge the purged information)
- Account inquiry
- Display file status
- Custom options
Quantrax remote support menu
I-Tel options menu
- I-Tel campaign administrator
- Display active campaigns
- Management options
- Other phone number options
- I-Tel dialer reports
- Multiple dialer selection
- Screen recording options
- Queue consolidation options
- Contact series options
- Non-RMEx users
- I-Tel System Control options
- Support options
- Custom options
On-Line Client Menu
- Account inquiry
- Account entry
- Payment entry
- Client inquiry
- Reports
- Custom options
Daily reports menu
- Acknowledgements
- New business list
- Detailed new business list
- Detail listing by QCat code
- Report to client by QCat code
- I-Bot Options
- Run IBM QUERY Query for i5/OS
- Custom options
Periodic reports menu
- Collector comparison
- Client list
  - Sort by Client Number
  - Sort by Client Name
  - Sort by Salesman Code & Zip Code
  - Group Listing (one line per group)
  - Sort by Salesman Code
  - Sort by Client Classification
  - Sort by Client Type
  - Send E-mails to Client
- Client comparison
  - Client comparison reports
  - Client analysis (2-Year)
  - Client comparison reports (sort by year-to-date values)
  - Client comparison sorted by group number
  - Placement history summary
  - Placement history summary with transferred accounts
  - Historical analysis and trends
  - Client analysis (2-Year) with commision for month
  - Payment arrangement, credit card and check analysis
  - Recovery analysis (Regression) for any period
  - Recovery analysis (Regression) for payments after 360 days
- Client receivables
  - Sort by Client Number
  - Sort by Client Name
  - By Client Group Number
  - Sort by client - Current Aging Analysis
  - Sort by Salesman code
- Salesman comparison
- Placement distribution report
- Cost analysis
- Analysis by account status code
- Data extract options
  - Create or update data extract selection
  - Run data extract process
  - Setup client profile
  - Create or update data extract selection (Payments)
  - Run data extract process (Payments)
  - Create or update data extract selection (Notes)
  - Run data extract process (Notes)
- Analytical attribute reports
  - Account attributes
  - Account attributes by client
- Credit reporting file creation
  - Metro2 TEST file creation (unpacked character format)
  - Credit Reporting file creation for Metro2 format
  - Credit reporting for (New Metro2) history run
- Credit reporting file backup
  - New credit reporting (New metro2 unpacked character format)
- Activity history
  - Report by Client
  - Report by Group Number
  - Report by Client with Average Age (No "Payments this Month")
  - Report by Group Number with Average Age (No "Payments this Month")
- Status report
- Placement history
  - Report by client
  - Report by group number
  - Report by last transaction date (from existing accounts)
  - Report by age at placement (from existing accounts)
  - Report by placement amount range (from existing accounts)
  - Report by collector (owner) code (from existing accounts)
  - Report by client type
  - Report by financial class
  - Report by client with average age and balance (No "Payments this month")
  - Report by group# with average age and balance (No "Payments this month")
  - Report by group number including accounts transferred to other clients
  - Report by client classification
  - Report with no closes or active information
  - Report by group number with no closes or active information
  - Report by client with net back information
  - Re-create report by client as at prior date (No commission on purged)
  - Report by forwarding agency (based on forwarded date)
  - Report by zip code
  - Report by reporting group code (Collector file)
  - Report by account status code
- Close-out report
- Regression report
- Acknowledgements
- New business list
- Alternate close-out report
- Custom options
- SMS statistics
Month-end processing menu
- Month-end reports
- Reset month-to-date information
- Multiple client reports
- Month-end reset (all companies)
- Clear S/Code history (all Comps)
- Custom options
Year-end processing menu
- Collector comparison report
- Client comparison report
- Reset year-to-date information
- Year-end reset (all companies)
Client statements menu
- Preliminary statement report
- Statements and checks
- Statements and checks (TEST)
- Trust report
- Client receivables report
- Statement test on plain paper
- Per-Case/letter charges report
- Per-Case/letter charges update
- Client prior balance inquiry
- Omit transaction from statement
- Client inquiry
- History of statements/month-end
- Client receivables inquiry
- Client receivables detail report
- Financial cycle processing
- Financial cycle report
- Update financial cycle
- Billing statement options
- Custom options
Letter format menu
- Define standard letter
- Define special letter (Company)
- Delete a letter format
- Copy a letter format
- Email Letters
- Print a letter format (TEST)
- Send text messages
- Define standard legal letters
- Process/Print selected letters
- Process/Print Con.Series letters
- Email Letters
- Print letters
- Merge codes
- Print list of merge codes
- Change merge code in all letters
- Letter Service Interface options
- Custom options
Custom modifications menu
Custom options
Change company to be processed
Sign Off

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