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ADERANT Expert Paperless Billing Marie Burgess Product Manager, ADERANT Copyright © 2009 ADERANT Holdings Inc. All rights reserved. Copyright © 2009 ADERANT Holdings Inc. All rights reserved. Marie Burgess Product Manager, ADERANT

ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

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Page 1: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

ADERANT ExpertpPaperless Billing

Marie Burgess – Product Manager, ADERANT

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

Marie Burgess Product Manager, ADERANT

Page 2: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Business Problem

Costly, paper intensive billing processesthat are prone to delays in distribution and retrieval

Lengthy edit and review methods postpone bill delivery to clientspostpone bill delivery to clients, reducing overall cash flow

Error prone bills sent to clients resultingin disputes and late payments

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

Page 3: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Problem Solution

Improve overall management of prebill processesIncrease visibility into status, assignment and dates associated with prebills distributed for review and mark pand markupProvide an electronic method for distributing prebills for review narrative editing markupprebills for review, narrative editing, markup, acceptance and approvals to reduce costs, improve billing cycles and increase cash flowimprove billing cycles and increase cash flow

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

Page 4: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Customer Value

Streamline, automate and audit the prebill review and edit process to reduce errors, improve billing cycles and increase cash flow, p g y

Faster processing Lower Costs Reduce Errorsp g

Paperless editingElectronic markup of prebills

Reduce paper-driven processes

Decrease paper

Full auditabilityOnline structured edits remo e d plicate data entrprebills

Rapid reviewing of changes, impact and acceptance

Decrease paper usageReduce printing costs and courier fees

remove duplicate data entryAdvanced narrative editing for rapid review and corrections

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

pWorkflow enable for automated routing

Lower administrative costs

Identify bottlenecks and improve processes

Page 5: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Paperless Billing Components

Prebill StatusesVisibility and tracking of prebills

Prebill Markup Workflow TemplatefWorkflow enabling the Billing desktop

Automatic routing and distribution of prebills for prebill markup and approvalsmarkup and approvals

Paperless Prebill ApplicationOnline review and editing by partner/assistantOnline review and editing by partner/assistant

Activity Panel in Expert BillingBilling Coordinator review, acceptance and correction of

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

g , pedits

Page 6: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Prebill Statuses

Introduce tracking of prebillsDefined roles in the prebill markup process Prebill list as ‘inbox’ of prebills

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

Page 7: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Prebill Markup Workflow Template

Ability to trigger launch of prebill markup or approvalprebill markup or approval workflowsRouting and automation ofRouting and automation of prebill edit processNarrative review, prebill , pmarkup, billing coordinator review Approval workflow template

Approve prebill edits based on exceeded thresholds, etc (e.g.

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

exceeded thresholds, etc (e.g. write down amount/percentage)

Page 8: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Prebill Markup Workflow Template

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

Page 9: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Paperless Prebill Application

Automated, online editing and review componentand review componentAccommodates structured and unstructured editsEdit diEdits are pendingDisplays original and new valuesView impact of changes on bill totals, Write down, etc.bill totals, Write down, etc.Draft sample bill

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

Page 10: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Activity Panel in Expert Billing

Pending Edits for review, modification andmodification and acceptanceSupports one click ppacceptanceDisplays original and newnew valuesContinue billing processg p

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

Page 11: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Demonstration

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.Copyright © 2009 ADERANT Holdings Inc. All rights reserved.

Page 12: ADERANT Expert - Paperless Billingilta.personifycloud.com/webfiles/productfiles/681917/ADE2.pdfIncrease visibility into status, assignment and dates associated with prebills distributed

Questions?i b @ d [email protected]

Copyright © 2009 ADERANT Holdings Inc. All rights reserved.Copyright © 2009 ADERANT Holdings Inc. All rights reserved.