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  • Aggregated member history
  • Call management and reporting
  • Automated correspondence

For all healthcare organizations, the ability to respond to phone inquiries and track the history of calls from members, providers and groups is a prerequisite to providing excellent customer service. HealthTrio xpress provides easy and immediate access to all member activity through the member history module. Whether searching by claims history, benefit history, enrollment history or call history, this module ensures that detailed member information is easily accessible.

  • Categorizes and displays the reason for every call and the action taken using convenient customer-defined drop down lists
  • Speeds the data entry process and creates a solid audit trail with automatic date and time stamps
  • Generates reports by specific member range, operator range, date range or according to call reason
  • Enables improved workflow that translates to greater productivity and improved customer service
  • Generates personalized correspondence or emails to any member tracked in the system
  • Offers standard correspondence templates, as well as the ability to easily create unique customized letters that can be printed on demand or batched and scheduled to run at a specific time


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