CareJourney

CareJourney

Arcadia
ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

CareJourney is a cloud-based healthcare analytics platform offering deeply comprehensive, clinically-relevant intelligence derived from one of the largest longitudinal claims datasets in the U.S., covering hundreds of millions of beneficiaries across Medicare, Medicaid, Medicare Advantage, and commercial populations and profiling more than 2 million providers. It empowers organizations to assess markets and patient cohorts to uncover opportunities for cost savings and better outcomes, build and grow high-performing networks, make smarter contracting decisions, identify referral patterns and leakage, and benchmark provider performance against peers. It also supports management of at-risk populations through segmentation models, helping organizations understand chronic condition prevalence, care utilization, and cost drivers.

About

Are You Tired of: Reading about the new SECURE Act changes? Calculating RMDs on spreadsheets? Are you trying to track client RMD withdrawals to see if clients have taken them? Monitoring custodians who calculate some RMDs but not inherited accounts? Pondering which clients are Eligible Designated Beneficiaries (EDBs)? Wondering how to manage the new 10-Year Rule accounts? ProTracker RMD Allows You to Calculate: Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries. A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent. A separate panel to track the expirations of 10-Year Rule accounts. A global 10-Year Rule Account screen to monitor all client accounts for expiration.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Healthcare payers, providers, value-based care organizations, and life sciences teams that need data-driven insights and analytics to optimize networks, performance, and patient care

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$895/user/year/1,000 RMDs
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Arcadia
Founded: 2014
United States
carejourney.com

Company Information

ProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com

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Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Claim CareJourney and update features and information
Claim CareJourney and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information