Intuitive. Streamlined. Customizable.

Client Access Web users may grant granular user permissions so clients can access account data anytime. Allow clients to review payments, pull reports, and perform account inquiries with no hassle. Not only will users appreciate the ease of access to information, but internal resources will be optimized and the need for one-off emails and inquiries will be reduced. Clients can customize their own dashboards for quick anytime access to performance statistics and more.

There is no limit to the number of users that can be added, and restrictions can be set internally to determine the level of account detail available. (Call Notes, for instance, can be restricted, limited, or fully accessible, with visibility varying based on individual client preferences.) Permissions and access are all within the subscriber´s control, adjustable through the Client Access Web interface.

The ClientAccessWeb platform allows the ability to create granular account access. The administrative manager of ABC Hospital System, for instance, can be configured with full access (“parent” account), while a member of the system—Dr. X’s office—can be granted limited permissions to view account records pertinent only to that office’s patients (“offspring” account). In an environment where data privacy is paramount, customizable restrictions increase compliance while reducing risk for clients.

Securely communicate with clients on the automatically encrypted messaging solution built into the Client Access Web interface. Avoid the necessity for additional encryption methods and reduce the chance of important emails being overlooked. The secure messaging feature is designed to be used frequently, but less frequent users can opt to receive email notifications when a message is received on the platform. Clients can respond to messages or initiate outgoing messages on the platform. Messages can also be sent internally among teams.

At the point of initial staging and onboarding, we work closely with clients for a complete porting of data into the system. From that point forward, users can quickly load new inbound client placements and automate routine data updates using our automated file transfer software. PayStream data can also be set to update nightly or more frequently into the Client Access Web system to ensure comprehensive data and reporting accuracy.

Using the Task feature of the interface, clients and collectors can generate and assign tasks for accounts or account batches such as dispute notification, cease and desist request, account closure or recall, payment notification, request to contact, etc. The task feature streamlines client-collector communications with clear and timely two-way collaboration.

Client Access Web comes equipped with easily manageable reporting tools. The best part is, SQL knowledge is not necessary. When our tools are fully utilized, there’s no need to spend valuable time running different reports through various platforms for different clients. Automate outbound and internal reports or query on demand. Utilize standard pre-loaded reports or build and save customized reports. Communicate key data such as status codes and payment codes with efficiency, transparency, and consistency.

Our executives have extensive receivables management backgrounds and understand the importance of quality KPI dashboards for maintaining pace and a birds’ eye view of activity. The integrated dashboards in ClientAccessWeb save teams resources, capture data pictures with ease, monitor key performance indicators, and help users track goals.

Control and design dashboards for specific users or teams with elements such as payments, calendars, reports, and more. Swiftly generate reports regarding transactions, correspondence, online activity, attachments, payment plans, disputes, etc. to ensure the right information is promptly addressed by the right people.