PRODUCT & WORKFLOW GUIDE
Keep internal case reviews and account holds visible
A useful case record makes the next internal step understandable to another team member. CollectionsHQ connects reviewer assignments, review dates and account flags with the history behind the balance.
Assign the review and record the context
Set an internal reviewer and a review date for an account. Record placement notes and case changes so the next person can see the basis for earlier decisions rather than starting from an unexplained balance.
Use account references consistently across your internal process. Location and staff access remain part of the existing RepairHQ account system.
Treat holds as information requiring review
The workspace supports dispute, cease-contact, attorney representation, bankruptcy and identity-review flags. These make relevant account conditions visible to the team.
A stored flag is not a legal determination or a guarantee that every external system will apply the same restriction. Review requirements through your own authorized process before taking action outside the workspace.
Understand what a proposal does
Prepare monthly installment proposals for internal review and retain proposal versions in the account timeline. The current release does not collect an account holder’s acceptance and does not collect installment payments.
Communications, account-holder portals and approved payment connections remain planned. Credit reporting and legal filings are not enabled. For healthcare use, discuss requirements before proceeding; this launch is not approved for patient health information.
Product information reviewed November 7, 2026. Availability may change; confirm your requirements with the team.