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Resolving the "Credit Counseling Certificate" Alert on the Review Screen

This article walks through the requirement so you can clear the alert for "Credit Counseling Certificate" and move on to filing.

Written by James Brooks

When you reach Review and File > Review, NextChapter checks that a credit counseling course selection has been made for the case. If the Credit Counseling Certificate card shows a red alert icon instead of a green checkmark, this selection is still missing.

What NextChapter Checks

The Credit Counseling Certificate card passes once a selection has been made under: Client Profile > Credit Counseling Course

If no selection has been made yet, the card will show the red alert icon.

Step 1: Make a Selection in Credit Counseling Course

  1. Go to Client Profile > Credit Counseling Course.

  2. Make the applicable selection for the Debtor (and Joint Debtor, if applicable).

  3. The selection will save automatically once made.

Confirming the Fix

Once a selection has been made, return to Review and File > Review. The Credit Counseling Certificate card should now display a green checkmark instead of the red alert icon.

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