Kinum Client Portal Tutorials

Step 2 Tutorials ( Fixed Fee Connect Service)

• Client Portal Tutorial – AUTOMATIC ( Step-2 to Step-3 Automatic Transfer) (5 pages)
• Client Portal Tutorial – AUTHORIZED ( Step-2 to Step-3 Manual Transfer) (5 pages)

Step 3 Tutorials ( Contingency Fee Collect Service)

• Client Portal Tutorial – STANDARD Clients (2 pages)
• Client Portal Tutorial – MEDICAL Clients (2 pages)
  
• Provide Documentation for Disputed Accounts (1 page)
• Understanding Statements and Invoices (2 page)

Common Tutorials for Step 2 and Step 3

• Upload Debtors using Excel Spreadsheet (1 page)

Clients with Multiple Locations (or Master/Subs)

Each entity will appear in the dropdown if you have set up multiple locations with us.
Please select the correct location before submitting an account for collections.

Other ( Online forms – Secured by RightSignature)

• Kinum Payment Authorization Form
  ( Click Here for a short document explaining various options in this form)
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• Letter Vendor Authorization Form ( For clients using upload debtors only.)
  ( Click here for a short document explaining – When and why this is needed? )
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• ACH Direct Deposit Form – Only to deposit money in your bank for the amount recovered in Step 3   (DOES NOT allow Kinum to withdraw money from your bank account. There is no cost to you.)