Contents. Complete Computer Solutions Representative Payee Manager

Contents

Introduction

The Representative Payee System is an easy and comprehensive approach to automating much of the work associated with representative payee services. The system tracks all details about transactions between clients and vendors. Some of the features included are:

Client Information

 Basic Client Information

 Client Demographics

 Case Notes

 Asset Tracking

 Event Tracking

 Contacts

 Document Linking

 Impairments

 Test Scores

 Photo

Financial Information

 Recurring Payments and Deposits

 Check and Deposit Entry

 Batch Checks to Vendors and Clients

 Print All or Selected Checks

 Reconcile Your Bank Account

 Mass and Individual Accounts

 User-Defined Check Layout

 Interest Allocation

Reports

 Transactions by Client, Date, Type

 Balances and Budgets

 Income and Expense Graphs

 Case Notes and Statistics

 Vendor Transactions

 Client Lists and Information

 Reconciled and Outstanding Transactions

 Over 100 reports with multiple variations

Security

 User Log-on and Password Protection

 Security Levels for Controlling Access

 Limit Access to Clients by Types

 Audit Trails

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