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features
design
support

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Write a Review

Description

PwC's SMART (Systematic Monitoring and Review Technology) enhances both the efficiency and effectiveness of evaluating the quality of inpatient and outpatient coding processes while establishing a framework for quality assurance and compliance reviews. In conjunction with the support from PwC Health Information Advisory, SMART reinforces your strategy for monitoring coding accuracy and overall data quality. The SMART Inpatient module features over 1,000 established business rules designed to uncover potential coding errors and opportunities for documentation enhancement, with the option to tailor business rules to meet your specific needs. Comprehensive reporting and data analysis capabilities allow for the assessment of staff performance and the identification of educational needs in areas such as Coding, Clinical Documentation Improvement (CDI), Quality, and Providers. Additionally, the SMART Outpatient module boosts claim accuracy and highlights issues related to charge capture and workflow optimization. By mitigating the risks associated with inaccurate coding, it also fosters better regulatory compliance, ultimately benefiting the entire healthcare organization. Furthermore, the integration of these tools significantly streamlines the coding review process, ensuring higher standards of care and operational efficiency.

Description

SmartOffice is a cloud-centric CRM and AMS specifically designed for financial professionals, including advisors, agents, BGAs, RIAs, and broker-dealers, providing a wide array of tools for managing client interactions, workflows, data, and adherence to regulations. Key functionalities encompass contact management, tracking of investments and policies, as well as time and calendar management, in addition to opportunity tracking and advanced reporting capabilities. Prioritizing cybersecurity and compliance, SmartOffice safeguards client information while ensuring seamless integration with Office 365 (Outlook, Excel, Word) and various sales, financial planning, insurance, and marketing platforms. It boasts essential features such as centralized client histories, staff collaboration, secure remote data access, and organized management of agency operations through its agency management system. The platform is particularly beneficial for established practices aiming to streamline their tools and gain enhanced visibility into opportunity pipelines, reporting processes, and overall workflow efficiency. With its robust functionalities, SmartOffice presents a comprehensive solution for financial professionals focused on optimizing their operational effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AdvisoryWorld No 
BizClip No 
Broadridge 15(c) Board Reporting No 
Charles Schwab No 
Constant Contact No 
Docupace No 
Laserfiche No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Word No 
MoneyGuide No 
MyRepChat No 
NaviPlan No 
Paperclip No 
RightCapital No 
Riskalyze No 
TD Ameritrade No 
Zocks No 
Zoom No 
eMoney No 

Integrations

AdvisoryWorld Yes 
BizClip Yes 
Broadridge 15(c) Board Reporting Yes 
Charles Schwab Yes 
Constant Contact Yes 
Docupace Yes 
Laserfiche Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
MoneyGuide Yes 
MyRepChat Yes 
NaviPlan Yes 
Paperclip Yes 
RightCapital Yes 
Riskalyze Yes 
TD Ameritrade Yes 
Zocks Yes 
Zoom Yes 
eMoney Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PwC

Founded

1998

Country

United Kingdom

Website

www.pwc.com/us/en/products/smart.html

Vendor Details

Company Name

Zinnia

Founded

2005

Country

United States

Website

www.smartofficecrm.com

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 

Product Features

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