RxOffice^® CMS makes available full RxOffice^® CMS Case Management and Document Management features to Counseling organizations, enabling Counselors to assist homeowners with debt counseling, communication and integration information exchange with participating Servicers.

Key Features

• Case Management

• Algorithmic work-distribution support

• Configurable Work flow management

• Integrated Document Repository

• Template-based, AutoFill Document Generation suitable for legal filing with precise margin control

• Secured, proprietary messaging system to send and receive messages to other users of the RxOffice® CMS application

• Integration with email software to auto-file inbound/outbound emails with associated cases

• Template library for faxes, notes, emails, contact log entries to automate common communications

• Phone and Contact log with internal/external flagging

• Scanner integration

• Integrated case eFile with all associated documents, faxes, messages, and emails with historical tracking

• Integration with external accounting software Single sign-on for accessing third party applications

• Granular, privilege-and-role based security Information exposure is controlled based on the "need to know" basis.

• Detailed Audit trail of all the actions taken in the application by all the users.

• Graphical reporting suite

• Report filters can be saved and shared allowing creation of a custom report library for the client