RxOffice® Counselor Case Management

The RxOffice® Counselor Case Management makes available full RxOffice® 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® 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