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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

Avalon Laboratory System
CGM LABDAQ
Charles Schwab
DocSpera
Esker
Fidelity
ProTracker Advantage
ReviewInc
Service Center
SunVox
TD Ameritrade

Integrations Supported

Avalon Laboratory System
CGM LABDAQ
Charles Schwab
DocSpera
Esker
Fidelity
ProTracker Advantage
ReviewInc
Service Center
SunVox
TD Ameritrade

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

Categories and Features

Electronic Medical Records (EMR)

Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
HIPAA Compliant
Handwriting Recognition
Integrated Telehealth
MIPS Certified
Meaningful Use Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition

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