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Functionality Overview

Licenses

• Regulates anything - individuals, businesses, buildings, etc.
• Automatically assigns file, exam and license numbers
• Allows multiple exam and license numbers for each exam or license type
• Retains license types, status and periods over time

Names

• Allows multiple names for same licensee - maiden, prior and dba names
• Searches on any current or prior name to find the licensee
• Searches on partial names using wildcards

Addresses

• Allows multiple addresses for same licensee
• Retains current and old addresses
• Searches and reports on licensees by address

Payments & Invoices

• Accommodates payment processes such as lockboxes and payment logging
• Associates single payment with many licensees
• Imports payment receipts from electronic files
• Records amounts due as invoices
• Invoices amounts and sets due dates automatically
• Allows partial payments
• Automatically assesses delinquency fees
• Reports payments automatically by account or object codes
• Includes built-in payment reconciliation reports
• Processes refunds, NSF and other problem payments
• Reports on total receipts by account code, uncollected funds and other financial data
• Automatically writes collection letters
• Searches by batch number, date and check number

Documents

• Tracks documents received
• Conditions license issuance on document receipt
• Integrates with many document imaging systems

Correspondence

• Integrated with MS Word or WordPerfect
• Merges names, addresses and other application information into letters
• Stores and retrieves letters online
• Automatically generates deficiency, renewal, exam and other letters
• Sends follow-up letters for unresolved issues
• Generates thousands of customized letters at the click of a button
• Sends correspondence by fax or email
• Allows new letters to be configured as desired

Exams

• Supports multiple exam parts, each with own status and score
• Generates registration letters, sign-up sheets and notification letters
• Records exam requirements and fees
• Imports exam results from electronic files
• Supports exam retries and related rules
• Stores history of all exams taken by applicant
• Supports sign-up limits based on location and date
• Records continuing education hours and automatically calculates hours due

History

• Records major events like death and organization change
• Records certifications and other license data

Associations

• Relates any two records to one another, i.e.: employee, contact person, owner
• Stores information about the relationship
• Writes correspondence and collects records specific to the relationship
• Allows all related records to be viewed at once
• Keeps history of all prior associations
• Reports on combined licensee and related record information

Appointments

• Creates appointments with multiple staff and licensees as attendees
• Schedules resources such as conference rooms
• Stores a history of appointments like case hearings

Tasks

• Assigns tasks to one or more simultaneous owners
• Creates recurring tasks
• Tracks to-do lists by staff
• Schedules other staff for follow-up
• Tracks requirements for licensees
• Tracks enforcement penalty compliance
• Logs estimated and actual time to complete a task
• Develops statistics on productivity

Enforcement

• Creates electronic case files
• Schedules and records inspections and deficiencies
• Assigns enforcement staff to cases
• Tracks administrative penalties and compliance
• Associates complainants and automatically notifies complainants of case status
• Records individual allegations and status of each allegation against respondents
• Associates one or more respondents to a single enforcement action
• Associates multiple complaints to a single case
• Lists and tracks time spent on cases and activities to be done
• Reports on management information such as case status by investigator, open cases, etc.
• Automatically notifies enforcement staff via email of changes to a respondent's record by other staff
• Produces and stores notices, subpoenas, and other documents merged with application data
• Records interviews including interviewee and summary information
• Restricts access to non-public enforcement information

Phone Calls

• Records phone calls and email received
• Searches by caller and date called
• Reports on calls from a licensee
• Identifies causes of phone calls

More Functionality

Enforcement/Case Management - Automate workflow, allocate resources, record penalties, track cases, enforcement efforts...

Electronic Board Packets - Send a CD/DVD to board members with complete board agenda and case hearing document images using electronic board packets...

Portable Devices - Enable inspectors and others to enter information from the field, and seamlessly re-synch when they reconnect using a portable device...

Online Services - Let licensees view their status, apply for or renew a license, make payments, change addresses, verify a license and more at your integrated website...

Document Imaging - Scan and store documents, print picture IDs, use handwriting recognition for forms processing, allow public web site access to documents, reduce paper...

Inspections - Schedule inspections, enter violations, track compliance and corrections, print inspection forms, schedule emergency 

:: Solutions ::

Regulatory Software | Enforcement
Paperless Document Storage | Renewal Processing
Inspections | Online Renewals
Portable Devices | Expert Licensing Advice
Electronic Board Packets |