Working with Accounts in TSI

Using the Transworld Systems interface In Open Dental, you can send past due accounts to TSI and manage TSI accounts. TSI will handle all debt collection activity for all accounts sent to them.

Send Past Due Accounts to TSI

  1. In the Manage Module, click tsi Collections to open the Accounts Receivable Manager (see TSI Interface in Open Dental). Select the Unsent Accounts tab.
  2. Highlight the guarantors to send to TSI. Click All to select all guarantors. Click None to deselect all guarantors.
  3. Under Account Placement, select the type of TSI account to send to.
    • Accelerator: Use for accounts less than 90 days old.
    • Profit Recovery: Use for accounts between 91 days and 6 months old.
    • Collection: Use for accounts older than 6 months.

      Note: If a user selects the wrong Demand Type for an account, a warning popup message will appear asking to select the correct type.

  4. Click Send to TSI.
    • The C billing type will automatically be assigned to the sent accounts.
    • TSI will begin managing billing and collection activity.

Suspend TSI Billing and Collection Activity

  1. On the Accounts Receivables Manager,Sent Accounts tab, select the Guarantor(s).
  2. Under Account Status Updates, click the New Status dropdown, then select Suspend.
  3. Click the Billing Type dropdown and select the billing type to assign to the suspended accounts.
  4. Click Update TSI to send the information to TSI.

The guarantor will be removed from the Sent Accounts tab. The suspended date and time will list on the Unsent tab under DateTime Suspended.

Reinstate a Suspended Account

  1. On the Accounts Receivables Manager, Unsent Accounts tab, locate and highlight the suspended account(s).
  2. Click Send to TSI.

The guarantor will move to the Sent Accounts tab and the reinstate date and time will list under Last Transaction.

Cancel TSI Billing and Collection Activity

  1. On the Accounts Receivables Manager, Sent Accounts tab, select the Guarantor(s).
  2. Under Account Status Updates, click the New Status dropdown, then select Cancel.
  3. Click the Billing Type dropdown and select the billing type to assign to the cancelled accounts.
  4. Click Update TSI to send the information to TSI.

The guarantor will be removed from the Sent Accounts tab.