IPMS Project for Plan Managers

Quarter 2, 2022 – Genius

Project Goal

To deliver GENIUS workflow that allows Plan Managers to set up participants and manage their claims and invoices 25% more efficiently.  

Key FeaturesKey Benefits
Combining the Manage Invoice Panel and Claim
Management Panels.
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
alternative participants.