iMIS Professional Referral Features
The iMIS Professional Referral module is integrated into the iMIS system such that it capitalizes on data and systems existing elsewhere in your database.
- The iMIS Professional Referral module works with the iMIS Customer Management and Billing modules to coordinate subscriptions with the referral service and to determine current eligibility for participation.
- Specifying your search criteria lets you customize the referral for your client's needs. You can specify up to four additional customer fields to serve as search criteria.
- A zip/area option lets iMIS preferentially locate a zone or area based on the client's zip code. iMIS can search for a specific zip code, a zip code area (all zip codes beginning with a set of three digits), or no zip code restriction.
- By editing the text in your formal letters, you can customize your policy statements and insert merge fields for seamless, personalized output.