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Getting the Information into the SmartPay System

Wednesday, 6 May 2009 10:51 by rhaden
SmartPay interface

Talk with people who have gone to electronic invoices from paper billing, and you'll generally hear very positive things.

They'll tell you about the money they've saved, the way the new system has freed up their workers' time, even the increased level of satisfaction from workers who now spend less time on mundane paperwork and concentrate on more satisfying tasks. If they have a gripe, though, it will almost always be about the time involved in getting the data from their old system into the new one.

One large medical office that went with a different online billing system had a highly qualified worker inputting data for three months. SmartPay doesn't do that to you.

First, the system for adding customers is very efficient. You can see here that the interface is smooth and simple. Adding a customer is intuitive and quick, and doesn't require lots of clicking back and forth the way clunky older systems sometimes do. Click on "Add New Customer" as you see it on this screen, and you get an equally straightforward screen to work with. One click saves the data.

Second, if you already have your clients, customers, or patients in a database or spreadsheet, you can simply import them. SmartPay supports all the major systems that use CSV formats. That includes Excel, for example, and probably the system that you use in your office, too.

Not only does this friendly interface cut down on the time involved in moving your information into SmartPay, it also cuts down on the time involved in training staff, and the stress of the switch.

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