MODULES YOU CAN ADD TO THE BASIC PACKAGE FOLLOW.

QUALITY ASSURANCE PACKAGE 

Includes 4 surveys & standardizes complaints

• Surveys for clients, training, supervisors and companies
• Mail merges to mail surveys with addresses already in the system
• Reports for each to give benchmarks of satisfaction with services
• The ability to design your own surveys and corresponding reports

BILLING MODULE

• Monthly billings to Client Companies on various billing options
• Printed Invoices or Statements
• A Profit / Loss Statement - Revenue, Expenses and Net Income

E-SIGNATURES

• Save money by going paperless
• Reduce staff time filing, supplies, cabinets, etc.

Click here to learn more about E-Signatures

SALES DEVELOPMENT TOOL

• List all prospects by status, probability of sale, city, state, zip, etc.
• A contact manager, tracking time, notes, and ability for mass mailing and mass emails
• Track relationships with brokers
• Track proposals submitted and dollar amounts
• Trend setting reports with Leading Indicators of Success

RESOURCE DIRECTORY

• Find resources to whom you refer EAP clients for services in 12 categories                       
• Reports on number and percentage of clients referred to each resource
• Name of Resource typed into Client Closing Summary & aggregate report           

ALCOHOL AND DRUG ASSESSMENT TOOL

• On screen standardized DSM IV interview or paper and pencil form
• Clients are more honest with a computer screen - 10 times more positive symptoms elicited
• 5 page report with positive symptoms, DSM IV diagnostic impression & Action Plan

Purchase only the number of licenses you need for your office.  i.e.  If one person handles all of the billing, you would only have to purchase the billing module for one person.

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