Customize your agency settings
Under your agency settings, you can customize your agency's contact information, and pick the staff members responsible for customer service, billing questions, or handling questions and requests from non-staff providers, and even have a dedicated contact person to assist your deaf / hard-of-hearing consumers.
Billing address and phone numbers
The agency name and billing address appears on the home screen in your customers' Account Manager, and on invoices. It does not appear on the public service request form, typically embedded on your website. (This helps maintain the privacy of freelance interpreters who use their home address as billing address.)
Your phone number, fax number, VP, and TTY appear on your public service request form and on the home screen of your customers' Account Manager. Invoices show your phone and fax numbers.
Website and email addresses
The email address you enter under "public email" will be shown on the public service request form and on the home screen of your customers' Account Manager.
The email address you enter under "billing email" will be shown on invoices. Ideally, this should be the email address of the person you pick as "billing contact" (configuring contact persons is explained in the next section).
Your website address, if supplied, appears on the home screen of your customers' Account Manager.
Besides the CRM, where staff logs in, Terpsy includes modules for your providers, for your deaf / hard-of-hearing consumers, and for your clients. From each of these modules allows its users to send you internal messages. (Unlike email, internal messages keep potentially sensitive data securely within Terpsy, like PHI and other personally identifiable information.) Messages are routed to the proper "contact person".
There are four configurable contact persons:
- The customer contact receives general (non billing) questions from customers, and notices about new bookings - either posted from your website, or by customers from their Account Manager.
- The billing contact receives all billing questions asked by customers from their Account Manager. The email address you entered as Billing email should ideally be that same person's email address.
- The provider contact receives all questions asked by interpreters and transcriptionist from their Job Manager. That person also receives the requests to be assigned / unassigned from jobs.
- The consumer contact receives all messages sent by consumers from their Schedule.
Get email notifications of new bookings
Terpsy can optionally email an agency staff member when a new booking request is scheduled from your website (or by a client from their Account Manager). This on-demand setting is ideal for weekends, when you're away from Terpsy but still want to follow-up promptly with scheduling requests. If you check the "Email this contact of new job" checkbox (see screenshot above), Terpsy will email whichever staff is set as "customer contact" when a new assignment is scheduled.