Welcome to the Eezi Systems tutorials

Eezi Systems has been updated with a cleaner design and easier navigation. This tutorial will help existing users understand where to find the tools they already use and how to move between the different sections of the system.

Accounting

  • Invoice
  • Financial Reports 
  • Quotes
  • Other

Claims

  • Claims
  • Reports
  • Claims Forms
  • Utilization Reports 

Mobile App

  • App Users 
  • App Claims
  • App Marketing 

Document Vault

  • Documents 
  • Preview

Getting Started

This tutorial will help you understand our system better and make it easier to navigate and use its different features.

Dashboard Feature

View key system activity and quickly access Eezi Systems features

Accounting Feature

View and manage financial information, invoices, and payments.

Claims Feature

View, track, and manage claims from start to completion.

Mobile App

Manage mobile app content, services, and client updates.

Bulletin Board

Create and manage important updates displayed on the mobile app.

Document Vault

View, track, and manage claims from start to completion.

Products

View and manage the products and services available to clients.