Referral Case Manager (RCM) is designed to eliminate paperwork, postage, and data entry time while expediting cash flow for your referral service.

 

Many professional referral services charge a flat fee or a percentage fee on the cases given to their members.  Sometimes, these cases can take months or years of reporting before money is collected.  Referral Case Manager brings the correspondence work of your referral service online.

 

RCM allows your referral members to update their case statuses, pay case fees, update their personal information, pay their dues, and pay their case fees online.

 

RCM is designed to integrate with The Associate .  This means that all of the case information, payment information, and member information goes back into your desktop software without being re-entered.  Additionally, tools are provided to give your staff the ability to audit, accept, and reject information provided by your members.

 

In addition to all of this, RCM will automatically notify your members when it is time to update their information with a customized e-mail.

 

With all of these tools and saved manpower, Referral Case Manager pays for itself.