IPMS Project for Plan Managers
Quarter 2, 2022 – Genius
To deliver GENIUS workflow that allows Plan Managers to set up participants and manage their claims and invoices 25% more efficiently.
|Key Features||Key Benefits|
|Combining the Manage Invoice Panel and Claim |
| Improve efficiency for Pm up to 20% by|
allowing a single process and approval
workflow of both Invoices and
Claims- based on permissions.
|Addition of notes across all engagements panels|| Allows immediate adding of key notes|
processing a client engagement.
|Numerous intuitive placement of search and find parameters.|| Avoids the user having to leave the |
engagement page to search for