Status

ampeducator can automatically track student account balances and apply holds when an overdue balance or payment plan balance reaches a specified threshold student account stati can be good standing, marginal, or review when a student's balance exceeds the minimum overdue amount and days set in the configuration, their status changes to review to configure these settings, navigate to institution config / accounts / status min amount overdue – the minimum overdue balance required to trigger a status change min days overdue – the number of days past due required before the status changes hold balance overdue – select yes to automatically place a hold on the student's account when their status becomes review if enabled, an additional dropdown menu will appear to select the hold type hold type – if a hold is enabled, choose the type of hold email notification – select yes to send an email notification when the student's account status changes payment plan min amount overdue – the minimum overdue balance required to trigger a status change for a payment plan payment plan min days overdue – the number of days past due required before the payment plan status changes payment plan hold overdue – select yes to automatically place a hold on the student's account when their payment plan status becomes review if enabled, an additional dropdown menu will appear to select the hold type payment plan hold type – if a hold is enabled, choose the type of hold payment plan email notification – select yes to send an email notification when the payment plan status changes marginal threshold % – determines when a student account is considered marginal any balance between the marginal threshold and the minimum overdue amount is considered marginal, while anything below the marginal threshold is flagged for review generate daily report – select yes to enable automatic daily reports for students flagged as marginal or review if enabled, two additional dropdown fields will appear student stati – select which student statuses (active, graduated, inactive, pending) should be included in the report send report to – choose from a list of your staff members who should receive the daily report