Representative Payee Manager
Written by Maria Cora
A whole new poll! This week’s (shining, shimmering, splendid) poll is about the possibility of adding signature lines to reports in RPM. Let your heart decide as you answer these quick poll questions: https://forms.office.com/r/Bz3w9uV6Hs You can use your smartphone or tablet instead, if that’s easier. Just open up your camera and scan this QR code: […]
Written by Maria Cora
The results are in! Overwhelmingly, our favorite RPM users (all of you) are interested in seeing clients’ housing information on the Transaction Totals by Group report. This would make it easy to see any address changes that need to be included on the annual representative payee report (form SSA-6234). Everyone who responded to this […]
Written by Maria Cora
Changes made in RPM? We’ve got the receipts. In fact, they’re already being saved in your system—all you need to do is know where to look. These records of changes in RPM are called audit events, and you can look at them with a click of a button on many screens in the system. […]
Written by Maria Cora
This week’s poll is about the annual representative payee report you submit to Social Security for your clients. We want to know if adding address change information to the corresponding report in RPM would be helpful. Let us know what you think by answering a few quick poll questions here: https://forms.office.com/r/TbbC6pZ6dr You can […]
Written by Maria Cora
RPM has been around for decades, and during that time, inclusive language has expanded and evolved. One area that continues to change is the language we consider appropriate when talking about medical conditions and disabilities. Based on your suggestions and on the recommendations of the National Center on Disability and Journalism, the National Education […]
Written by Maria Cora
Anyone can learn to use RPM like an expert—whether you grew up online or can barely tell a browser from a breaker box. Just spend a few minutes glancing through the new “System navigation tips” section of our Knowledge Base! There are some brand-new articles in this section, including these: Tabbing through fields Using […]
Written by Maria Cora
It’s time for a new poll! For our first topic, I want to know what you think we should add to the Impairments tab for clients. Should we expand this into a general Medical tab? Weigh in by answering these quick questions: https://forms.office.com/r/wHwwViDcXm You can use your smartphone instead, if that’s easier! Just open up […]
Written by Maria Cora
Want to trick your coworkers into thinking you’re a computer whiz? I know an easy way—learn how to use the Find, Filter, and Sort tools in RPM! Check out this brand-new Knowledge Base article for instructions and examples: rpmccs.com/resources/filter-sort/ Tech-savvy or not, you can learn to use these simple tools to save you even more […]
Written by Maria Cora
We work hard to make sure RPM is as straightforward as possible. That’s why in version 6.0.9, we’ve removed a redundant bit of functionality to make the Utilities menu simpler. Previously, there was a screen in the Transaction utilities called Void Checks. This was useful nearly a decade ago, when checks could only be […]