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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
API Access
Has API
Integrations
DentiMax
OpenPM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Product Features
Claims Processing
Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration
