Review on Optiva Revenue Management Suite by Gustavo Mathew
My Practice loves using Insightly and is very user friendly
I like how easy it was to setup for my clients as well their customers through out our state of Maine! There isn't much about this product but what we have used has been great over all from setting up accounts etc..
We are able solve problems related customer retention by providing discounts/credits towards future services such as internet service if payment wasn’t received within 30 days time period (or something similar). I like how easy it was to set up my account for our small practice! It took us about 15 minutes total from setting everything out until we were able use all of its functions (we had no issues). The customer service team has been great as well - they are always willing/able help if needed during setup & after launch day too!! We have not run into anything yet but would love nothing better than an immediate success story once this software gets rolling through patient data entry process flow etc..
- Easy, fast access
- Great functionality at first glance without extensive training or learning curve; just get in there with your client's information.
- Ability To add credit limit when entering new patients that does auto update every 5 mins so you don´ t miss important changes made while working remotely outside normal office hours)
- Excellent Customer Service reps both live chat AND phone support options
- Nothing
