ClientAccessWeb™ –
Client Management Solutions

ClientAccessWeb is the foundation and access point for our integrated data platforms. Clients can connect to everything necessary to monitor secure and organized account-level data, dashboards, secure client and inter-departmental messaging, reports, and tasks between creditors and outsourced receivables management vendors

Users enjoy seamless integration with the PayStream and Papyrus platforms with customized user access and permissions. The platform provides flexible customization to meet a wide variety of client needs. Color schemes, logos, and branding are customizable throughout the interface so users can ensure clear brand identity and representation.

Applied Innovation client access web reports complete collections

Empowering Clients with Data on Demand

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.

Applied Innovation client access web reports data on demand
Screen displaying a number of user on a client administration tab

User Permissions

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.

Data Privacy

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.

Remit corporation client administration panel
Applied Innovation client web private messaging screen

Solving Business Processes with Secure Messaging

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.

File Uploads

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.

Applied Innovation client access web uploads
Applied Innovation client acess web reports task

Tasks

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.

Reporting & Data

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.

Applied Innovation client web reports
Remit corporation paystream scheduled payments calendar

Customize Dashboards

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.

Manage Activity

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.

Report builder page
Document management system

Papyrus™ – Document
Management System

Papyrus is the key to storing, tracking, and sharing confidential documents. Papyrus allows inter-departmental queries to be simple and effective by reducing the time spent communicating between departments. Documents can be shared with clients through adjustable permissions or secure file transfer.

Document Storage

Papyrus is designed for seamless integration with Client Access Web. Media management is streamlined and simplified in one secure location. Documents are displayed as Tiles that are easily retrievable, taggable, and searchable within an indexed filing system. Misfiled documents can leave an enormous gap in audit and compliance readiness. Utilizing Papyrus, documents will be stored and ready for instant retrieval.

Papyrus uploaded files
Annotation features to add a new document

Annotation Features

Compliance professionals appreciate the ease-of-use and annotation features of Papyrus. Prepare for audits, respond to RFIs, gather documents for consumer requests, and maintain clear records with the all-in-one system. Annotate documents with text, freehand, redaction, or highlight. Redaction, our most utilized annotation feature, allows for easily protecting private information when sharing files.

User-Based Permissions

Papyrus allows for permission-based file access, putting users in control. Mitigate risk and improve server space with clear organization of all media associated with each account, neatly stored in one place. Limit or restrict access based on user permissions, locate important documents quickly, and select file types for queries or secure file transfer to client.

User based permission settings

Boost efficiency and increase client satisfaction. Schedule a free demo with our team.

Contact us

Boost efficiency and increase client satisfaction. Schedule a free demo with our team.

Contact us