TSI Unsent Accounts

In the Manage Module, click tsi Collections. Click Unsent Accounts tab.

TSI will handle all debt collection activity for all accounts sent to them. To set up the service, see TSI Setup. To send, suspend, reinstate, or cancel an account, see TSI Sent Accounts.

Unsent Accounts Tab

Open Dental aging will run and all guarantors who have a balance based on the account filter criteria, and have not yet been sent to TSI, will list on the Unsent Accounts tab. Accounts highlighted in red indicate the guarantor has an invalid birthdate entered or is under the age of 18.

Account Filters: Change the filter criteria as needed. To save criteria as the default for the next time you run the report, click Save as Default.

TSI C Billing Type:

Guarantors - Not Sent to TSI: Add or remove columns in Display Fields, A/R Manager Unsent Grid.

Guarantor Count: Total number of guarantor accounts in list.

Total: Total sum of accounts for each column.

tsi OCP: Click to launch the TSI client portal.

Right click on a guarantor, then select Go To to jump to their Open Dental account. Click Run Aging to manually run and update aging.