Using TeamTalk > Understanding TeamTalk Events > Understanding TeamTalk Conditions
The account record conditions that can restrict the event that displays a TeamTalk note are:
Guarantor 1 Employer ID:Guarantor 1 Employer ID:Restricts the TeamTalk note to be displayed for one or more guarantor 1 employer identification numbers.
Guarantor 1 Dental Plan:Guarantor 1 Dental Plan:Restricts the TeamTalk note to be displayed for one or more guarantor 1 dental plans.
Guarantor 1 Medical Plan:Guarantor 1 Medical Plan:Restricts the TeamTalk note to be displayed for one or more guarantor 1 medical plans.
Guarantor 1 YTD Deductible:Guarantor 1 YTD Deductible:Restricts the TeamTalk note to be displayed for one or more guarantor 1 year-to-date deductible amounts.
Guarantor 1 Last Rollover Date:Guarantor 1 Last Rollover Date:Restricts the TeamTalk note to be displayed for one or more guarantor 1 rollover dates.
Guarantor 2 Employer ID:Guarantor 2 Employer ID:Restricts the TeamTalk note to be displayed for one or more guarantor 2 employer identification numbers.
Guarantor 2 Dental Plan:Guarantor 2 Dental Plan:Restricts the TeamTalk note to be displayed for one or more guarantor 2 dental plans.
Guarantor 2 Medical Plan:Guarantor 2 Medical Plan:Restricts the TeamTalk note to be displayed for one or more guarantor 2 medical plans.
Guarantor 2 YTD Deductible:Guarantor 2 YTD Deductible:Restricts the TeamTalk note to be displayed for one or more guarantor 2 year-to-date deductible amounts.
Guarantor 2 Last Rollover Date:Guarantor 2 Last Rollover Date:Restricts the TeamTalk note to be displayed for one or more guarantor 2 rollover dates.
Balance:Balance:Restricts the TeamTalk note to be displayed for one or more account balance amounts.
Insurance Balance:Insurance Balance:Restricts the TeamTalk note to be displayed for one or more account insurance balance amounts.
Provider ID:Provider ID:Restricts the TeamTalk note to be displayed for one or more account provider identification numbers.
Insurance Calculation Method:Insurance Calculation Method:Restricts the TeamTalk note to be displayed for one or more account insurance calculation methods.
Category Code 1:Category Code 1:Restricts the TeamTalk note to be displayed for one or more account category code number ones.
Category Code 2:Category Code 2:Restricts the TeamTalk note to be displayed for one or more account category code number twos.
Category Code 3:Category Code 3:Restricts the TeamTalk note to be displayed for one or more account category code number threes.
Category Code 4:Category Code 4:Restricts the TeamTalk note to be displayed for one or more account category code number fours.
Category Code 5:Category Code 5:Restricts the TeamTalk note to be displayed for one or more account category code number fives.
Minimum Payment:Minimum Payment:Restricts the TeamTalk note to be displayed for one or more account minimum payment amounts.
Last Statement Sent Date:Last Statement Sent Date:Restricts the TeamTalk note to be displayed for one or more account last statement sent dates
Budget Plan Balance:Budget Plan Balance:Restricts the TeamTalk note to be displayed for one or more account budget plan balance amounts.
Last BP Statement Sent Date:Last BP Statement Sent Date:Restricts the TeamTalk note to be displayed for one or more account budget plan last statement sent dates.