Professional Services
Areas of focus
General areas of focus
- Process review
- Process design for working with clients and other departments
- Specialized training
- Optimization
- Best practices
- Designing workflows/custom documentation
- Reports and queries
- Special projects
- Systems integrations
More specific areas of focus
- New hires working with AppealTrack
- Clients working with AppealTrack
- Vendor management
- Management or process changes
- Additional reporting needs/customized dashboards
Customizable Systems Integrations for AppealTrack
Check Requests and Accounts Payable Interfaces
We can program Accounts Payable interfaces and hard copy check requests to meet the data and layout requirements of your Accounts Payable Department. Attention is given to your requirements, ensuring the strength of all internal controls and the security of all data transmissions to and from your accounting systems.
Custom Document Templates
We can create custom invoices, merge letter documents, and email templates, to make mass communications with your clients a breeze. We’ll work with you to design your standard document language, including your logo, and will design the documents to pull fields of your choice from AppealTrack, reducing the time it takes for you to generate the documents you send out often.
Custom Reports
We can create custom reports to address any other company-specific objectives. Examples include weekly docketing reports, activity reports, and automatic status reports to meet your business need.
