To update an existing Electronic Billing Solutions subscription, go to the View Media Subscription page and click the Update button located at the bottom of the screen. Clicking this button will display the Update Media Subscription page.
An end date for a subscription can be either added or changed by clicking on the End Date calendar and selecting a date.
The product option, when available, can be changed by selecting the desired product option from the Product Option dropdown menu.
The media create day of month can be changed by selecting a new create day from the Media Create Day of Month dropdown list.
Adding and removing accounts on an Electronic Billing Solutions Subscription
If an account number is displayed in the Account Number field that is not linked, then this is the only account number available for Electronic Billing Solutions subscriptions.
If one of the following is displayed as a link in the Account Number field: (a) an account number; (b) the word “Multiple”; or (c) the word “All,” changes to the account(s) on the subscription can be made.
Click the link in the Account Number field. The Electronic Billing Solutions Account Selection page is displayed.
In the list, mark the checkbox next to each account to be added to the Electronic Billing Solutions subscription. Mark the checked box to remove accounts from the Electronic Billing Solutions subscription.
Only one account can be selected for one-time subscriptions (Bill Image or CSR Image only). If you select more than one account, the subscription will revert to a monthly subscription.
To find account(s) quickly, type the first few digits into the Enter Prefix to Locate Account Number field and click Find.
To select all accounts, click Select All.
To clear all checkboxes, click Clear All.
When the updates to the accounts on this subscription have been made, click Submit. The Update Media Subscription page will be re-displayed.
To add a recipient, update existing recipient information, or remove a recipient when delivery is CD ROM or DVD.
Every Electronic Billing Solutions subscription delivered on CD ROM or DVD must have at least one recipient. A maximum of five (5) recipients can be identified for all products except the EDI 811 and EDI 810. Only a single recipient can be identified for the EDI 811 and EDI 810 products.
To add a recipient, click on the Add Recipient button in the Recipient Information section of the Update Media Subscription page. This will bring up the Update Electronic Billing Solutions Recipient Information window. Complete as in Ordering Electronic Billing Solutions, section 4b.
To update existing recipient information, click on the hyperlinked recipient name in the Recipient Information section of the Update Media Subscription page. This will bring up the Update Electronic Billing Solutions Recipient Information window. All displayed fields, except the Media Delivery Option field, can be updated.
To remove an existing recipient, mark the checkbox next to the recipient to delete, then click Delete. This recipient will be removed when the subscription updates are submitted.
To change the delivery method of an existing subscription:
Click a recipient’s linked name or the link “Delivery Information” in the Recipient Information section of the Update Media Subscription page. This will display the Update Electronic Billing Solutions Recipient Information window populated with the current delivery information.
Click the Help Desk link displayed as the Media Delivery Option on the Update Electronic Billing Solutions Recipient Information page.
A message window appears stating: “Click OK if you would like to change your media delivery option. A customer Care Representative will contact you within 2 business days. Otherwise, select the Cancel button.”
Click Submit on the Update Electronic Billing Solutions Recipient Information page.
The current delivery method will remain in effect until the updated delivery method is implemented, after which the updated delivery method will be used going forward.
Click Cancel to return to the previous page.
All fields in the Subscriber Contact Information section of the Update Media Subscription page can be updated by over-writing the information in the entry fields.
When all updates have been completed, click Submit. A confirmation message is displayed.
Click OK. A confirmation page is displayed.
Click Next. The updated View Media Subscription page is displayed.
Related Topics
Ordering Electronic Billing Solutions
|
