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2018-05-03
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2019-06-04
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I would recommend this product ,because it allows my agency to provide the client with the information needed. I really do not have any additional information to supply.
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I can service my clients fasters.
I like the chat help desk. I liken having a person I can chat with without a long delay. I really do not like have a charter limit on my response, I really do not have that much to say, therefore you get fluff.
What do you dislike?
not being able to locate the forms needed at times. Sometimes hen I attempt to use the form, I do not know the form number and it causes a delay. I do not like having a 40 Character limit for the questions. I really do not have that much to say
Recommendations to others considering the product:
I would recommend this product ,because it allows my agency to provide the client with the information needed. I really do not have any additional information to supply.
What problems are you solving with the product? What benefits have you realized?
I can service my clients fasters.
2019-01-02
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2019-08-01
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2018-11-29
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First time I have had to do the 1023ez on line, so was not confident. I did need help and ya'll certainly gave me the help I needed. I really appreciate your help and the quick responses.
2023-02-01
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The fact that you can make templates for repeat use. That saves me a lot of time.
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The cost is a little high for what I use it for- just doing some monthly billing for a handful of clients.
What problems are you solving with the product? What benefits have you realized?
It saves me time and I have a lot of difficulties filling out insurance forms by hand as the fields are so small.
2020-08-26
Add Tags to Appointment Confirmation Letter
Enhance your appointment confirmation letters with the Add Tags feature. This tool allows you to categorize and personalize your communication efficiently and effectively.
Key Features
Easily apply custom tags to each confirmation letter
Streamlined organization for better tracking
Integration with existing appointment management systems
User-friendly interface for quick tagging
Support for multiple tag categories to suit various needs
Potential Use Cases and Benefits
Help businesses categorize appointments by client type, purpose, or urgency
Improve follow-up efficiency with easy reference to appointment history
Assist healthcare providers in identifying patient needs
Enable event coordinators to manage events effortlessly
Facilitate tracking of customer feedback or preferences
By using the Add Tags feature, you can solve the problem of managing appointment confirmations. It allows you to create a clear, organized system that makes it easier to retrieve information when needed. This streamlined process ultimately saves you time and improves communication reliability.
#1 usability according to G2
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