User Guide
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Institution Config
Accounts
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.