Given the choice between real-time access to today’s account information vs. access limited to yesterday’s data download, how many of your clients would choose yesterday's data? Most clients prefer real-time data when making account inquiries, viewing account and packet-member detail, placing new accounts and reviewing statistical reports? When given the choice, clients overwhelmingly prefer immediate knowledge of payments posted, promises-to-pay, new account notes and other critical events. Crystal clear communication with your clients is critical to your success. Keep them informed and up-to-the-minute with real-time Client View.
One size does not fit all. Agency-configurable fields, labels and screen views allow agencies to address the unique needs of their clients who may have different requirements and preferences for reviewing accounts. With Client View, agencies have the ability to:
Provides clients almost unlimited options to design reports that meet their unique requirements. Whether creating routine or custom reports, your clients will enjoy unsurpassed flexibility
Secure Messaging within Client View provides a secure means for agency and client communication: