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Client / DMP Management
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Home > Product > Components > Client / DMP Management

The Client module allows the user to rapidly locate a client based on a wide variety of criteria and upon selecting the client view a summary of client activity including current services provided to the client, future and past appointments, and a to-do list of actions required for the user.

The DMP management pages enable the user to rapidly determine the state of the client's DMP and easily make changes. Critical features necessary to quickly process client inquiries and changes.

Features and Benefits

Feature

Benefit

All pertinent client info on one page (Services, Appointments, notes) Allows for rapid determination of client at a glance. Ensures that critical client issues are not missed.
Client lookup by various criteria (Customer number, name, SSN, Phone, City, Zip) Enables rapid look up of clients displays all matches to locate exact match
Requires only Name, Address, and Phone number to establish client Rapid client definition reduces call center representative call time.
Provides at-a-glance view of the current state of the DMP including creditor status, payment history and funds on hold Enables rapid determination of the current state of the DMP
Modify existing Client accounts and add new accounts Enables individual client accounts in a DMP to modified as needed - allows for modifications to meet the needs of the client
Full audit trail of changes Enables tracking of changes to DMP over time.
Includes tracking and collection of fees for non-DMP services Increased revenue base by supporting other services. Reduces business costs by integrating fee processing into standard payment processes.