Attempt to mimic square model - want to enable processing before all boarding docs have been received (longest part of boarding is retrieving docs) Discussed at Gatekeepers offsight
Manual process today - individual must press a button each day at 1PM to initiate settlement/funding Prior to pushing the button, each batch must be manually reviewed line by line for errors discussed at Gatekeepers kick off
Offer Account Updater to aid with Recurring Billing approval rates
A large portion of billing via Procare customers is submitted via Card on File or Recurring Billing transacitons (60+% in first half of 2019). This form of billing can frequently get interrupted when a card expires or is replaced by the issuer. Ac...
Enable reports to be scheduled for delivery via email
TE.com is currently used by both centers, corporate offices and affiliates such as accountants. Some individuals only need reports for reconciliation purposes, no other functions offered in TE.com. To reduce the level of effort required for regula...
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