Is your client base growing so fast you can’t keep up with it?

Are you using a system that is outdated or trying to make do with software not made specifically for the needs of Representative Payees? It’s time to consider what our software can do for your agency.

Representative Payee Manager (RPM) is professionally designed to make your agency more efficient and enable you to better serve your clients. RPM reduces the amount of time you spend organizing paperwork and doing accounting. RPM puts up-to-date information at your fingertips so you can get fast access to balances, transactions and reports from any computer on your network.

RPM uses strict and transparent accounting methods. Mass and individual checking accounts can be configured and the accounting is simple. RPM automates social security deposits and reporting requirements. Recurring payments and deposits can be scheduled for clients. Checks are printed one at a time or in groups. Batch checks can be generated to vendors and vendor transactions can be analyzed. Built-in security allows you to give access to the appropriate client information throughout your organization.

Representative Payee Manager Attributes

Clients

  • Basic Client Information
  • Client Demographics
  • Case Notes
  • Asset Tracking
  • Event Tracking
  • Contacts
  • Document Linking
  • Impairments
  • Test Scores
  • Photo

Financial

  • 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 90 reports with multiple variations

Security

  • User Log-on and Password Protection
  • Security Levels for Controlling Access
  • Limit Access to Clients by Types
  • Audit Trails