Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The ADV software streamlines the entire sales workflow on a single interface, facilitating everything from budget creation to order completion and invoice generation. While preparing a quote, you can conveniently email it to the client and monitor all dispatched quotes until they convert into actual sales. To initiate a budget, navigate through Launches \ OS Sales \ OS Sales and select the New Budget option, or alternatively, right-click on the desktop, choose Sales OS, and then click on New Budget. You can identify the customer by entering the beginning of their name or a portion of it, and to search using just the initial, hit enter; for searching by a part of their name, simply click the button beside the input field. If the customer is not already in the system, you can register them by clicking on the underlined customer field. After selecting a customer, you can then click on the button at the top to retrieve related details, including the seller, payment terms, payment type, and carrier information, ensuring a comprehensive overview before finalizing the budget. This integrated approach not only enhances efficiency but also improves communication with clients throughout the sales process.
Description
OneTouch is a user-friendly application that enables individuals to efficiently send claims or statements to Apex, access the Apex website, and review previously submitted claims directly from their computer's desktop. For OneTouch to function properly, users must register with Apex EDI and establish a username and password. Once these credentials are set up, users can configure OneTouch to take full advantage of its various features. The OneTouch Search function lets users easily locate their claim and statement files submitted to Apex, offering a convenient way to access this information right from their desktop. Within the search feature, users can look for specific patient names, subscriber IDs, and a variety of other criteria. After initiating a search by clicking the search button, users are automatically logged into their Apex webpage to view the search results. To start the search process, simply select your desired search criterion using the dropdown menu represented by a magnifying glass. This streamlined approach not only saves time but also enhances the overall user experience when managing claims and statements.
API Access
Has API
No
API Access
Has API
No
Integrations
DentiMax
No
OpenPM
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ADV Tecnologia
Founded
1994
Country
Brazil
Website
www.advtecnologia.com.br/
Vendor Details
Company Name
Apex EDI
Founded
1995
Country
United States
Website
onetouch.apexedi.com/UserGuide/OneTouchUserGuide.htm
Product Features
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
Yes
HR Management
No
Inventory Management
Yes
Order Management
Yes
Project Management
No
Purchase Order Management
Yes
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
Product Features
Claims Processing
Adjustor Management
No
Case Management
No
Claim Resolution Tracking
No
Co-Pay & Deductible Tracking
No
Compliance Management
No
Customer Management
No
Electronic Claims
No
Forms Management
No
Paper-Based Claims
No
Payor Management
No
Policy Administration
No