MemberPro® for Professionals

Regulated Professional Associations have more than one challenge today, not only do they need to ensure their members comply with professional conduct under a stated Act and Rules, but they must also service their members needs.

Founded on the demands of the Legal Profession, MemberPro® for Professionals services the enterprise Departmental needs of a regulated professional association. These needs range from the admission and examination needs of Students, Transfers and Reinstatements to reviewing Member complaints and enforcing disciplinary actions.

Features at a Glance

Extended enterprise features of MemberPro® for Professionals include:

• Microsoft® Great Plains Integration
• Insurance Claims Management
• Employment Tracking
• Surveys
• Member Referral

Microsoft® Great Plains Integration

Customer and Invoice information, along with Cash Receipts from MemberPro® are integrated into Great Plains. In addition, Expenses and Expense Payments recorded in Great Plains are integrated into MemberPro® via scheduled SQL Tasks.

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Insurance Claims Management

Complete functionality to record Professional Liability Insurance Claims, manage Reserves and track related Claims Expenses.

Employment Tracking

Tracking both current and historical Employment provides both a timeline for recording Complaints as well as tracking Change of Address.

Surveys

Sophisticated Member Surveys ranging from multiple choice questions, to percentage totals can be created, distributed and results recorded for trend analysis.

Member Referral

Members opting to participate in a Referral Service can tailor their preferences, including hours of operation, language, location and areas of expertise, while allowing the public to search online and notify the Member in advance they have been referred.