The highly flexible EPM Advisor Screen serves as the “home page” for members of your administrative staff or operations team.
The Advisor Screen appears as a dashboard and can be customized for each user, depending on the role the user plays in your practice. Each individual’s Advisor Screen assembles a variety of high-priority functions and keeps them easily accessible throughout the course of the day, highlighting functions and alerts that impact ongoing business management issues.
The dashboard for staffers charged with claims management, for instance, will provide at-a-glance access to eligibility and status information, for instance, while those in accounting will view details about receivable balances and days in A/R. In addition, Advisor screens can be tailored for practice executives and “super users,” providing a highly dynamic view of top-line practice information.
Each Advisor screen is secure, protected by login and password protocols so administrative staff has access only to their own dashboards and are prevented from viewing non-approved information.
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