Terpsy


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Customize your agency settings

Agencies 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

Change your agency's billing address 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

Customize 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.


Contact persons

Customize your contact persons 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: