RxOffice® CMS makes available full RxOffice® CMS and Document Management features to Counseling organizations, enabling Counselors to assist homeowners with debt counseling, communication and integration information exchange with participating Servicers.
RxCMS is a web-based portal, which provides a Case management for the ongoing work at the different projects, which includes below:
- Creating and Maintaining Cases
- Intake Process
- Creating and Assigning Tasks
- Creating and Maintaining Specific Documents
- Maintaining case status flow
RxCMS provide the ability to create multiple classes, series of classes, and/or individual classes and register current and new clients to attend classes. Also able create classes that have already conduct. Counselors can search for specific classes as well.
Configurable Work Flow Management
RxCMS providing configurable work flow as per business requirements. Maintaining the Case status along with history and the auto transition of case status on the basis of specific event feature is also available.
Integrated Document Repository
RxCMS provides documents and maintaining specific documents for any case. User able to upload, view, remove and view history of the documents. Even though a document is removed, it is still available in the portal. The documents can never be permanently deleted from a case. The features like Splitter, Annotation and Document Feedback also available.
Stakeholders can generate certain pre-filled documents (assuming the appropriate data has been entered) such as the certificate request form or MAA form 710, UBAF form 710, RMA, etc. by clicking on the pick list box next to “Pre-filled forms”, then click generate.
RxCMS provides Counselors the opportunity to correspond with Servicers, Investors, or their Clients about the case, safely and securely.
RxCMS provides the feature to create the user based templates for notes and messages. The Notes Tab of the case assists users in keeping track of any changes or updates made to the case.
Granular, Privilege Based security
RxCMS provide the Roles and Privileges feature which allows the System Administrator to create and manage new roles and privileges for the users.
Graphical Reporting Suite
RxCMS provides the Reports feature having multiple reports, the information about the cases and charts. Users also able to generate the Special Reports like NFMC or HUD 9902 reports. Below types of reports are available in RxCMS:
- Management Reports
- Special Reports
- Executive Summary Reports
RxCMS provides the Event calendar feature which is useful to schedule the appointments/conferences with clients and for other participants, have capability to send email notification.
For more information, please email us at firstname.lastname@example.org
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