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What is ProTracker RMD?

Are you currently: Keeping up with the evolving regulations of the SECURE Act? Manually computing RMDs using spreadsheets? Monitoring client withdrawals for RMDs to ensure compliance? Irritated with custodians who handle some RMD calculations but neglect inherited accounts? Struggling to identify clients who qualify as eligible designated beneficiaries (EDBs)? Attempting to navigate the complexities of managing accounts under the 10-Year Rule? ProTracker RMD offers: Solutions for Successor Beneficiaries that ease the transition under the new 10-Year Rule, allowing for the continued payout period for future beneficiaries. Specialized screens for Eligible Designated Beneficiaries (EDBs) that help in tracking exceptions to the 10-Year Rule, including spouses, individuals who are chronically ill or disabled, minor children, and family members who are not more than ten years younger. A distinct panel dedicated to monitoring the expiration timelines of accounts governed by the 10-Year Rule. A comprehensive Global 10-Year Rule Account Screen designed to oversee all client accounts for potential expirations, ensuring thorough management. This functionality helps advisors maintain compliance and avoid pitfalls associated with the new regulations.

What is MEDENT?

MACRA influences all healthcare providers who exceed $90,000 in Part B billing and cater to over 200 Medicare patients each year. Physicians face evaluations compared to their colleagues, which may result in negative impacts on their total Medicare earnings. The initiative encompasses two main reimbursement frameworks: MIPS and Advanced APMs. Furthermore, the Patient Portal is an essential tool that enhances the interaction between healthcare practices and their patients. The features offered by the MEDENT system are unmatched, providing exceptional practice management capabilities. Our EMR/EHR solution is designed with a strong focus on efficiency and reliability, allowing healthcare professionals to prioritize the delivery of high-quality care. By utilizing these sophisticated tools, practices can not only streamline their operational processes but also foster better patient engagement and satisfaction. Ultimately, the integration of these technologies leads to improved healthcare outcomes for all parties involved.

Media

Media

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

Avalon Laboratory System
CGM LABDAQ
DocSpera
Esker
ReviewInc
Service Center

API Availability

API Availability

Pricing Information

$895/user/year/1,000 RMDs

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Company Facts

Organization Name

Community Computer Service

Company Website

www.medent.com

Categories and Features

Financial CRM

Account Alerts
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Categories and Features

Electronic Medical Records (EMR)

Compliance Tracking
E-Prescribing
Meaningful Use Certified
Patient Portal
Self Service Portal

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