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--- how_the_whole_deduction_process_works [2025/09/25 18:07] – tina.robles
+++ how_the_whole_deduction_process_works [2026/08/18 17:53] (current) – tina.robles
@@ Line 70: / Line 70: @@
 {{:pasted:20250925-174001.png}}
+**NEW ENHACEMENT-AUTOMATED REBILL LETTER**
+There is now an option to send automated rebill letters to a specified contact email per company.
+This feature can be initiated by going to the Admin>Company screen. Locate the company number showing on the open deduction. Click on the company and add and email contact to the field named Deduction Repay Contact. Then click the SAVE button.
+ {{:pasted:20260818-174842.png}}
+Next, go to Admin>Client Settings and click on the Deduction tab. Locate the Repayment Request Frequency option and chose from the options of Daily, Weekly, Monthly or Bi-monthly. This will be the frequency for the rebill email to be sent. Then click the SAVE button.
+{{:pasted:20260818-175118.png}}
+Emails will be automatically sent to the contact email for deductions that are coded as rebillable.
 **DEDUCTION REBILL REPORT**
@@ Line 131: / Line 145: @@
 __HOW TO RUN THE REPORT__
-  - From the navigation pane go to the ReportingDeductionRebill Collected Report
+. From the navigation pane go to the ReportingDeductionRebill Collected Report
-  - Apply Filters (Optional) You can run the report with no filters or use any combination of the following:
+. Apply Filters (Optional) You can run the report with no filters or use any combination of the following:
   * Check Number
   * Deduction Number
@@ Line 145: / Line 159: @@
   * Contract Title
-  - Click "Generate Report" to view the results
+. Click "Generate Report" to view the results
+__UNDERSTANDING THE REPORT RESULTS__
+Summary Tab
+Provides high-level collection data including:
+  * Deduction Company Name: The company associated with the deductions
+  * Deduction Year: Year the deductions occurred
+  * Total Rebill Collected: Sum of all collections for that company/year
+Detail Tab
+Contains comprehensive information for each deduction:
+  * Identification: Deduction number, dates (created/closed), state, company details
+  * Financial Data: Invoice numbers, check numbers, requested amounts, open amounts
+  * Contract Information: Family ID, title, version ID
+  * Collection Details: Rebill dollars collected, sent date, request number
+  * Rebate Breakdown: Requested, allowed, and recalculated amounts
+  * Additional Info: Aged days, deduction comments, claimant details
+__Important Notes__
+Data Population Requirements:
+  * The report only shows collections when the "rebill collected" field is populated on the deduction screen
+  * This field can be updated two ways:
+.	Manual Entry: Manufacturers can manually enter values on individual deductions
+.	Automated Feed: Via the 1057 Open Deduction CDF data feed
+**Best Practice**: Ensure the rebill collection amounts are consistently recorded to maintain accurate reporting and tracking of your collection success rates.

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