PaymentVision in CM
Setup, Configuration & Training
Our vPro will install, setup, configure, test, and train you on the PaymentVision DTP and AutoPost module.
End of Day Process Management
CM Financials – Best Practices
How to run the EOD report to process deposits, reversals, cost-transfer checks, and reports to reliably trace, reconcile, and backup data.
End of Month Process Management
CM Financials – Reconciliation Tools
How to use CM's bank account reconciliation tools to prevent and troubleshoot discrepancies. Covers export and reporting.
Advanced Document Creation/Editing
Automate with Smart Documents
Smart Documents update claims, trigger docs, or alter diary codes. Get tools to create, edit, and manage your templates and forms.
CM Fundamentals Overview
Comprehensive Fundamentals Overview
Comprehensive Fundamentals overview for new users/firms or firms that updated from an older version. Does not cover Financials.
Internal Workflow Management
How to Set Up & Automate your Workflow
Manage payment schedule followup, diary code setup and automation, and new claim import processes, plus management reports.
Ask Goldie Concierge Onboard Service
$0 Activation, Setup, and Configuration
We'll help your Firm Administrator obtain the free Ask Goldie support agent and licenses, and guide you through setup and configuration.