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What is Sumex?

Efficient verification methods, paired with expert knowledge and a high degree of automation, greatly reduce the costs associated with voucher transactions. Central to this operation is Sumex Core, which underpins the automated validation of electronic invoices. This platform features modular business components and workflows that can be tailored to meet diverse requirements. Having current and precise tariff and reference data is vital for successful invoice validation. Sumex collects this reference information from publicly available sources, processes it quickly, and provides access through the Sumex tariff server. In addition, this data is presented in a user-friendly information system, enabling professionals to consult it during the invoicing process. The DRG Expert tool improves the management of billing for acute care services, ensuring compliance with SwissDRG standards. It not only organizes case data according to these regulations but also incorporates key statistical measures and allows for scenario analysis to enhance decision-making. By adopting this thorough methodology, all parties involved are equipped with essential resources to uphold precision and efficiency in their billing operations, fostering a more effective financial ecosystem.

What is DT Practice?

DT Practice offers a thorough overview that provides vital insights for your enterprise, ensures outstanding client support, and enhances your firm's productivity. Rather than just functioning as invoicing software for accountants, DT Practice promotes swift turnover of accounts receivable through its efficient paperless billing capabilities, which include simple client billing, customizable electronic invoices and statements, online invoice publishing, and the option to accept credit card payments. You can easily and automatically track time and expenses while utilizing various billing methods, including fixed-fee, progress, and retainer billing. Moreover, DT Practice allows you to create personalized invoices and statements, meticulously monitor accounts receivable transactions, and generate in-depth reports and summaries. To further boost client engagement, you can quickly set up secure and private client portals within DT Practice, which greatly enhances client service and optimizes your firm's time management. This comprehensive strategy not only improves the way you serve your clients but also streamlines your internal operations, leading to increased overall effectiveness and success. By integrating these features, your business can achieve higher levels of efficiency and client satisfaction.

Media

Media

Integrations Supported

Doc.It by IRIS
Siddhartha

Integrations Supported

Doc.It by IRIS
Siddhartha

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Sumex

Date Founded

2019

Company Website

www.sumex.ch/en/Sumex-Suite

Company Facts

Organization Name

Thomson Reuters

Date Founded

2008

Company Location

Canada

Company Website

www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtpractice.html

Categories and Features

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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