New Video: Data Exchange Enhancements and Settings

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Data exchange is an essential feature of our case management system. This feature enables the instantaneous exchange of status updates, contact details, notes, appointments, and other crucial information between medical practices and insurance adjusters using SmartSimple. 


Our newest video describes two new enhancements of the data exchange ability:
  1. Exchange History - This new tab displays all incoming and outgoing exchanges including the exchange status of a Claim and/or Assessment.
  2. Data Exchange Statuses - You can now control the exchange of Assessments. This means that an Assessment is only sent back to an Insurer once it has reached a client-defined point in the process.
Additionally, the video covers how to configure the data exchange statuses in your SmartSimple system.

For more information on data exchange, case management or SmartSimple, please contact us at info@smartsimple.com or 1-866-239-0991.

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