New Video: Data Exchange Enhancements and Settings

By -
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.

Comments

Post a Comment

Popular posts from this blog

Introducing 24/5 Technical Support

By Anonymous -
Image
Real technical support from a real human, at any hour. We’re launching round-the-clock technical support 24 hours a day, 5 days a week. From Sunday at 4pm Eastern Time to Friday 9pm Eastern Time, our clients will have access to live support. GMT: 9 pm Sunday to 2 am Saturday EST: 4 pm Sunday to 9 pm Friday PST: 1 pm Sunday to 6 pm Friday AEST: 8 am Monday to 1 pm Saturday “When you have to burn the midnight oil to get your job done it’s important to know you won’t have to wait till the morning to get answers. You can call us up and talk to a real human being any time of the week, day or night”.   — Mike Reid, Co-Founder of SmartSimple We take support seriously, which is why we’re pioneering this model as the first in our industry. We’re in the empowerment business, and as such, it’s part of our responsibility to help our clients to get the most out of the SmartSimple platform every step of the way. We at SmartSimple take pride in our delivery of excellent service ...
Read more

SmartSimple brings non-profit professionals together again at the Chicago Fall Community Conference 2015

By Anonymous -
Image
Building on the success of last year’s Fall Community Conference, SmartSimple invites you back to Chicago for another full-day of interactive engagement.   “We were really pleased with how well our first fall conference was received last year,” says Sarah Harris, Director, Client Support and Operations, “so we decided to go back to the Windy City and host our second community conference outside of our home base in Toronto, Canada.”                            The Fall Community Conference is the ideal setting for our clients to engage with the SmartSimple team in dynamic discussions about their systems, its functions and features. It’s also a valuable opportunity to network with peers and share ideas and insights about the non-profit community. What will I get out of the conference? The conference is designed to provide attendees wit...
Read more

The SmartSimple Annual Community Conference – Meet the Presenters

By Anonymous -
Image
SmartSimple’s 4 th Annual Community Conference in Toronto, Canada, is coming up fast, and we’re glad to see so many of our clients are making the trip to spend the day with us. Getting There Check out our last blog post for full information on how to get to the conference, places to stay and finding parking. Our Annual Conference is a great opportunity for SmartSimple users to interact directly with our team. Not only will we share information on what’s coming for the rest of this year, this event is also a chance for us to hear directly from our clients. “We learn so much at these conferences,” says Sarah Harris, Director, Client Support and Operations. “While we do host these events to share our expertise and knowledge about the future of SmartSimple, we also love hearing directly from our clients about changes in their industries, ideas for future upgrades and get feedback on how recent enhancements are working for them.” So, who will you be hearing from on Apri...
Read more