Customer Experience - Professional

Successful partnerships are built on trust, that’s why unparalleled transparency is a key part of our customer experience. Using cutting-edge technologies, we provide clients with unfettered access to their accounts and the ability to gain high-level performance insights through customizable reporting and a database of call recordings. Additionally, this kind of applied technology offers an easy onboarding process that eliminates common pain points so you can see results fast— all of this is backed by a dedicated Client Success team.

Client Tools

Client Tools is Professional’s secure online platform that provides 24/7 access and full transparency on all account activities. It features a Performance Dashboard that offers users a snapshot of summary data and easy to understand graphic charts for referrals, payments, collection activity and the current status of all your accounts in our inventory as well as a support section with self-service resources, including instructional videos, to serve as a reference and training point for new features and new users.

Interact securely with our Client Tools web portal 24/7.

Update account information in real-time.

Upload documents, review and save them securely.

View detailed activity for any account.

Transfer and store sensitive information with an encrypted, interactive platform.

Customize to fit your operation, including each user’s experience and following your internal IT policy requirements.

Create custom, real-time inventory reports.

Review 100% of consumer interactions via live call recordings.

Collaborate with our client service team via live chat or secure email.

Dedicated client success team

Nothing is more important to us than providing timely, comprehensive service to our clients. Our knowledgeable, responsive client success team helps you analyze progress and improve performance.

Regular consultations to review your needs and ensure that challenges are quickly addressed.

Client Score Card highlights areas of success and those that need attention for improvement

Collaboration with other financial service vendors in the self-pay process

HFMA Peer Reviewed designation inspires confidence in quality of service

Professional Credit’s client success team has been voted #1 in customer service the past 10 years by the Oregon Department of Revenue.

Fast, simple onboarding

We make the client onboarding process as simple as possible. Accounts are uploaded and work begins right away.

Knowledgeable staff

Simple data transfer

Easy access via phone, fax, email, and chat

Training and consulting

Due to the extensive experience of our team, we can offer training, consulting, and education on a variety of topics including accounts receivable management optimization, lean management, staff development, and leadership.

See our Speakers’ Bureau for more information.