Importance of Documentation and Communication - Simplified
have heard the phrases "We've never received that" or "I
think it's being processed, I'll get back to you" with
regard to past due accounts. Without an effective means of
recording notes, promised payment dates, and confirmation of
sending and receiving important documents, staff members
face the insurmountable task of piecing applications
together in order to achieve "organization", or the paste
any number of spreadsheets in effort to track events -
another organizational challenge in itself.
of communications both internally and with clients cannot be
overstated. Without effective communication, accurate
records of communication, and the appropriate tools to
accomplish this, firms run the potential risk of losing
significant revenue and a part of their current client base.
After all, it is commonly heard that it is much easier to
maintain and work with an existing client than to find and
gain a new one.
provides a simple, concise view of past due accounts, which lists all documents
that are thirty (30) days past their due date. With one click,
staff members can
update client status, send notes to client, and also send letters and
documentation. And staff members can also add past due accounts to
the Task Call list.