Industry
Healthcare
Challenge
A large professional organization representing dentists in California, manages a significant volume of financial transactions. With a focus on modernizing its financial operations, the customer sought to optimize its check processing system to align with its digital transformation efforts, particularly during the COVID-19 pandemic.
Results
By adopting TROY AssurePay Check, the organization successfully transitioned to a more efficient and secure check processing system, enabling them to handle both routine and high-volume check processing with ease.
Key Product
AssurePay Check
"[AssurePay] has helped us streamline our check processing, beef up our security, and just generally make things easier. The positive pay feature and the preview function are solid additions that we rely on. They've become a part of how we roll."
About the Customer
Founded in 1870, the customer has been dedicated to empowering the state's vibrant community of dental professionals. As the largest state association within the American Dental Association (ADA), they continuously strives to innovate and grow, providing unparalleled support to ensure the success of dentistry’s best and brightest.The Challenge
The organization previously relied on a legacy check processing system that was inefficient and lacked integration with its new ERP system. The manual process of generating checks and positive pay files was time-consuming, especially when processing large batches. Additionally, the organization faced challenges when transitioning to remote work during the pandemic, needing a more agile, digital-friendly check processing solution.
The Solution
To address these challenges, the organization implemented TROY AssurePay Check, which provided seamless integration with their ERP system. Key features included the ability to process large volumes of checks efficiently, along with enhanced security and authorization workflows.
A critical feature added in 2021 was remote authorization, allowing digital signatures for check approvals—a vital capability during the organization’s shift to remote work. This feature allowed checks to be signed and processed without needing physical presence in the office, contributing to their paperless initiative.
The positive pay feature is extremely helpful. Before, we had to manually
generate those positive pay files, which was a hassle. But now, thanks to AssurePay, it's all taken care of automatically. It's made our process much smoother and added an extra layer of security.
Key Features:
✅ Remote Authorization: Digital signature capabilities reduced manual intervention and enabled remote check approvals, aligning with the organization’s move to digital operations.
✅ Positive Pay Automation: The software automatically generated positive pay files, eliminating the manual process and enhancing security.
✅ Preview Functionality: A preview feature allowed users to review checks before printing, minimizing errors and increasing overall accuracy.
The Results
By adopting TROY AssurePay Check, the organization successfully transitioned to a more efficient and secure check processing system, enabling them to handle both routine and high-volume check processing with ease. The remote authorization feature and automation of positive pay significantly contributed to their operational improvements. The organization continues to rely on TROY AssurePay Check, with ongoing efforts to optimize support and address occasional workflow challenges.
Learn more about AssurePay Check
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