The RxOffice^® Premium portal provides a feature in which the Counselor can set-up reminders for Borrowers to send their trial modification payments in on time.

For the Counselor to access this feature, the User must have the Tracking role and corresponding privileges assigned to them.

To learn more about the Role Privilege click here

The Tracking Tab shows the Counselor exactly what tasks have been completed for the specific case and which ones are still pending.

To learn more about the Tracking Tab click here

This is where the Counselor can start to set-up payment reminders for the Borrower.

To learn more about the Trial Modification Payment Reminder #1 click here

For the second payment reminder, the Counselor will need to manually configure a new scheduled task.

To learn more about the Trial Modification Payment Reminder #2 click here

For the third payment reminder, the Counselor will once again need to manually configure a new scheduled task

To learn more about the Trial Modification Payment Reminder #3 click here