Contact Management
 

Member retention is all about delivering service in a professional fashion. This means dealing with each member contact in timely fashion. Too often, our workload means that things are overlooked or not delivered on time. In order to expedite matters, there is a management contact component built into the system. As you deal with people on the phone or through e-mails, you can enter their requests into our member contact screen.

Stipulate the specific action requested and the type of method request. These notes are then attached to a member and can be reviewed by anyone with access rights to the member. A master contact screen allows you to see what actions are required within a specified range to allow you manage the work load. Actions required can be viewed by all with access to the system.

If it's a standard letter, you can jump from this screen to the member's specific screen to pick from predefined letters, or paste the address into a Word document for personalized follow-up. Or just call by the date requested.

Looking at the member's contact screen can tell you in advance who else has contacted them or what may be outstanding before you make an unsolicited call for example. The contact management screen can be used to store and retrieve valuable data which will make it easier to deal with problem members, or to ensure that actions are taken to avoid having an individual become one.

All of the screens in our system are linked and can be opened simultaneously. You can see payment information for insurance or when recent contacts were made. Call us to see how this feature might work for you in better member retention rates.