Author: Maria Cora

I’ve said it before, and I’ll say it again: We love reports! We’re always thinking about ways to make it easier for you to pull the information you want out of RPM quickly and concisely. This new upgrade to 6.0.8, which is rolling out over the next few days(!!!), contains several changes to reports in […]

When our clients ask if things are possible in RPM, our answer is usually, “Yes, and here’s how!” Sometimes, though, we hear a suggestion and are shocked we didn’t think of it sooner. This is one of those times! In version 6.0.8, which is coming out in just a few short weeks, we’re making two […]

Up-to-date. In the loop. Au courant. There are plenty of ways to talk about staying informed, but there’s only one way to be informed—read the latest news!   We’re making that easier with this new addition to the RPM Dashboard: a section that shows the latest news posts and activity from our User Community, complete […]

We know how important your time is to you and your clients. That’s why we’re adding another utility to RPM to save you time—a quick way to update shared values across multiple clients!   On the new Client Information Update screen, you’ll be able to quickly filter out different groups of clients and update values […]

The polls we send out aren’t just for fun—we use your feedback to guide our version upgrade process, from the initial ideas to the final implementation. This upgrade change, in particular, is based entirely on that feedback! In the soon-to-be-released version 6.0.8, we’re adding a security option that, if enabled, would allow select users to […]

Have you ever thought the “budget” calculated balances and reports in RPM aren’t really budgets? After all, these rely on scheduled items to calculate, and not every payment or deposit is scheduled for your clients.   We thought that, too. That’s why we decided to add an entire new Budget tab to the Clients screen […]

For many of you who use RPM, it’s important to maintain your clients’ balances within certain monetary limits—for example, many payors must keep less than $2,000 in their accounts to remain eligible for Supplemental Security Income. This is why it’s useful to enter balance limits and/or minimums on the Basic tab of the Clients screen. […]

It has recently come to our attention that the Social Security Administration is requesting client information in a particular format during audits. This format is a list of active beneficiaries containing the following information: Name Social Security Number (SSN) Current phone number Current address Conserved fund balance Benefit type (SSA, SSI, etc.)   In our […]

As promised in the previous post, we’re making even more improvements to the Clients screen, on top of the ones we’ve already revealed for the Basic tab! Behold the newly reworked Personal tab! Based on your suggestions in the comments of the Clients screen blank space poll (summary here: https://rpmccs.com/poll-results-blank-space/), we’ve made several additions, which […]