Financial Control Services
Client Services version 3 training
Welcome!
This will guide current version 2 users and also
teach new users @ Client Services version 3.
Logging in
• Log in to our website(www.fcsglobal.com)
• Main page click on the Client Services login
link this will bring up the login screen.
• There are 4 pieces of information that you
need to login, these will be provided to you
by Financial Control Services.
Access code
First enter the access code.
Client Password
Next enter your client password.
Employee Username
Next enter your employee user name
Employee Password
Next enter your employee password and hit the login button. This will
take you to the main menu.
Main Menu
The main menu will show all options that you have permission for. At the
top left you will see a ‘Main Menu’ also. This will be on each page so you
have a quick access to the main menu from anywhere.
Account Inquiry
From account inquiry you can search for an account by client account#
(your account#), FCS account#, social security#, debtor address, name or
debtor phone#. Just select the option and enter the criteria in the box
and hit search.
Account Inquiry
Lets do a search by name, I picked the ‘Name’ search and entered the
last name space first and hit the search button. This returns a list of your
accounts under that name. Click on the name of the account you wish to
view. We will pick the first account.
Account Work Screen
This will bring up the master file and a list of any accounts you have that
are linked with this debtor. The following information is found on the
Master screen:
Master screen
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Demographics
Name and address
SSN
B/A
Business
REM
• Bank/Rem
•Remark
•Work
•License
•Spouse
•Score
•DOB
You also have the Vault button to the right.
Phone
• Home
•Work
•Spouse work
Account Information
The following is the information that you will see on the account
Information screen:
Account Information
Client
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Client #
Client name
Client phone#
Client account#
Account
• Account# - FCS account#
•INT code
•For- Patient name
•REM- Remarks
•FWD/To
•Status Code
Balances
• AR – Amount Referred
•PB – Principal Balance
•AI – Accumulated Interest
•CC – Court Cost
•AF – Attorney Fees
•OC – Other Charges
•OV – Over Pay
•INT – Interest
•Total
Aux Medical
• Patient name
•Patient DOB
•Pin #- used for debtor to
pay online
Dates
• DOR – Date of referral
• DOS – Date of service
•DLP – Date of last pay
•JD – Jack date
Office Information
• Collector code
• Clerk #
• Doc Code
• LLS – Last Letter Sent
• B.C. – Bulletin Code
• S/L# - Suit Loan #
• Type of Debt
• CF – Credit Flag
Other Options
At the bottom of the account screen there are 5 other options as follows:
History
To view all history click on the History link and you will see this page. You
can change the date range and pick the history view to Ascend or
Descend and then click on retrieve History.
History options
The main options that you will want to use are :
View all and Payments: just click on the + sign next to the option and you
will view that information.
History
In view all you will see all payments and notes by our collector or system
on the account. By viewing the payment option it will only show
payment activity.
Submit Payment
By clicking on the next option ‘Submit Payment’ it will bring up a window
for you to enter in a payment and submit it to us.
Submit payment
Following is the information on submitting a payment:
Submitting a Payment
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Account Balance – this will simply show what the current balance is in our system.
Date of Payment – never change this date, this is just the date that you are
submitting the payment to our office, NOT the date the payment was made by the
debtor.
Amount – the amount of the payment, example: 50.00 (do not enter symbols)
From – Payments are from the debtor or insurance. Adjustments are to increase
and/or decrease balances.
Other – for information you want us to see, such as check #.
When the information is filled out click on ‘Submit Payment’ and you will get a note
saying “Thank You!! Your payment has been received”.
Submitting a Comment
Your next option on the bottom of the page is to
Submit Comment/Flag Account (VTR)
Submit Comment/Flag account
Click on this option to get this window and the following options:
Submit Comment
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Account# - the FCS account# will show here.
Comment – Here you can enter the comment that you want our representative to
see about this account.
• Flag account for review:
1. Account collector – will send this comment directly to the collector that handles
this account.
2. Client services collector – will send this to the Client Services rep. We suggest that
you always choose this default.
3. Don’t Flag – will simply put the comment on this account but not flag anyone to
look at it.
Now click ‘send message’ and you have added a comment successfully.
Account Summary
This option simply takes you back to the
account summary screen.
Co-maker summary
If you have provided us with a co-maker on an
account the information on that person will
show up here.
Data Vault
Used to store or read any files attached in the system by a client to this
account.
Vault
When you open the Vault you will see this screen and get the following
options:
Vault
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Comment – This will label the file that you attach.
Attach file – Click on the browse button to browse your computer and select the
file that you wish to attach.
Attach Memo – If you wish to just attach a free form message you can type that in
here.
Now just click the attach button and the file will be permanently attached to this
account within the Client Services system.
Vault
Viewing Attachments
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View – click to open the attachment to view it.
Delete – removes the attachment from the Vault.
Download – saves the attachment to the users local computer.
The Vault button on the account will be blue if there is a file attached.
Custom Queries
From the main menu Custom Queries allows Financial Control
Services to create a custom search or report for you and will
be available for you to run at any time.
This option will contain no searches or reports unless you
have requested from FCS.
Custom Queries
The screen will look like this and show you any queries available for you
to run. You can choose the client #, the query to run and the type of
output for the report.
Inventory
With this you can pull a full inventory report of all of your accounts that
have been placed in our office as follows:
Inventory
• Select the client to pull.
• Display – select to display by debtor or by account.
• Then hit submit.
Beware that this report could take some time to run depending on the
number of accounts that you have placed in our office.
Client Reports
From the Main menu, Client Reports will give you a list and ability to run
specific reports assigned to you.
Client Statistics
From the main menu, Client statistics allow you to view the following:
Client Statistics
1.
2.
3.
4.
5.
6.
7.
8.
9.
Actuary
Period of time
# new accts placed
Amount of those
accounts
# of Paid in full accts
Receipts- amount
collected
Commission- agency fees
# of accts canceled
Dollar amount of
accounts canceled
Percentage of recovery
Stats
Shows monthly, yearly and total
business
1. # of accounts
2. Dollar amount listed
3. Average amount
4. # collected
5. Dollars collected
6. Trust remittance
7. Unit cost
8. Performance %
9. Last new business date
10. Original setup date
11. Total due agency
12. Inventory comparison
Accounts Receivable
Gives amounts breakdown
1. Current
2. Over 30
3. Over 60
4. Over 90
Account Placement
Allows you to place accounts individually to our office.
Account placement
When placing accounts individually simply fill out the form. The fields with a ‘*’ are
required fields and must be filled out before submitting. Please include any
information that you have. Once you have the form completed, hit the ‘submit’
button, account is put in a queue for our clerical department to load into the
system.
The ‘Clear Form’ button clears all data on the form that you have entered.
Pending Accounts
This shows the accounts that you have entered through the account
placement form but have not yet been entered in the system by our
clerical department.
Pending Accounts
Here you have the option to copy, edit or delete the accounts
at any time before they are processed by FCS and placed in
our system. Just click on the copy, edit or delete button to the
right of the account.
File Upload
You can send FCS any type of file directly and
securely into our system for us to process.
File Upload
Hit Browse and locate the file you want to send. Select the file type
(regular collections, pre-collect, early out or other) and hit the send file
button. We will be automatically notified that the file has been sent and
our clerical department will process it.
Contact Client Services
This option is a simple and secure way to send
a message directly to one of the Client
services representatives.
Contact Client Services
Pick the person you want the message sent to, Type in your message and
hit send.
You can rely on us to deliver every day!
For any assistance please contact
our office anytime.
Debbie Jones
Regional Sales Director
6801 Sanger Avenue
Suite 195
Waco, TX 76710
1-800-299-0045 ext 241
Fax 254-751-7556
Email debbie@fcsglobal.com