News

RPM has a lot of features. The Clients screen, in particular, has a wealth of tabs where you can track details about the clients you serve. It’s great to have options, but for some folks, seeing all these options on the screen can be overwhelming.   Are there certain tabs on the Clients screen you […]

The April showers (of poll questions) have abated; now it’s time to enjoy the May flowers (the sweet, sweet poll results)! This poll might have seemed like a hodgepodge, but all the questions was related to changes we’re considering making to the Reconcile screen for the next version upgrade. We appreciate your input as we […]

Thanks, everyone, for the impressive engagement with our latest poll about adding signature lines to reports! Without further ado, let’s jump into the results.   The first question was about whether your representative payee clients need to sign anything at all. The large majority of you (86%, to be exact) indicated that they do. Here’s […]

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: […]

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 […]

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. […]

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 […]

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 […]

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 […]