Add a Communication Item

The Add Item page provides a place for you to enter a communication item for your FinThrive account representative. You should include as much detail as possible when you add or update a Communication Log.

An item might require modifications as progress is made toward finding its resolution. You can use the Update Item page to change some information; however, not all information can be modified. For more information, refer to Update a Communication Item.

Procedure

To access the Add Item page, select Go To > Communication Log > Add Item.
Type an item description. This description can not be modified after it has been added.
Select the Facility if applicable.
Note: If you have access to more than one facility, you can enter an item(s) for any of those facilities regardless of which facility you are currently logged onto. However, you cannot change the facility designation once you add the item to the Communication Log.
Select an Item Type.
- If you select Account - Issue or b, the Update Reprice check box appears. Select the Update Reprice check box to open the Update Reprice Management page.
- You cannot change the type once you add the item to the Communication Log.
Optionally, type a specific account number(s) to which the item is associated in the Account field.
Type additional information in the Note section. You can use this field to explain the type of item and how it relates to the contract(s) or account(s).
Select a Category.
Select a Priority.
Type the Follow-up Date for when you want to receive a reminder about the item.
- This date prompts the system to send a reminder e-mail.
- The reminder e-mail is sent at 5:00 a.m at CST, on the selected date.
Optionally, select a Comment flag, and then type other information about the item that is not included in the main description. You can use this field to communicate with FinThrive about the item.
Click Add to log the communication item. The Update Item page opens with the This Item was added successfully! message.
Optionally, click Cancel to clear any typed information and cancel the item.

Field Descriptions

The following table describes the fields on the Add Item page.

Field	Description
Account(s)	List of example accounts in which the item exists; 40 character maximum.
Category	Item category
Comment	Additional information about the item or communication between the user and FinThrive; 500 character maximum.
Facility	Full facility name
Follow-Up Date	Date when follow-up activity is scheduled for the item(s)
Item Description	A more detailed description of the item being added; 500 character maximum.
Item Type	A more specific item type.
Note	Additional information about the contract and account(s) in which the item exists; 150 character maximum.
Priority	Item priority
Resp. Org.	Organization currently responsible for the item and next status change