help desk support when you need it
Plante & Moran, PLLC is committed to providing their clients with excellent customer service associated with their participation with the EPSi product. To do so, we request that each client accommodate themselves to the resources indicated below to assist in any problem resolution with the system.
Installation and Configuration
During the period prior to client acceptance of the EPSi product, when P&M is installing, data loading and configuring the EPSi system, ALL inquiries should be directed to the client’s P&M Contact as indicated on the EPSi Client Profile.
The P&M hours of operation are from 8:00 AM to 5:00 PM Monday through Friday. Your P&M representative will respond to your concern within four hours via telephone or e-mail.
Post-Implementation and Client Acceptance
Once you have accepted each configured module of the EPSi product, we require that the client contact the P&M Help Desk to log any service request. This policy is to insure that prompt resolution to the client’s need is met in accordance with the Participation Agreement, and that each client contact is documented and resolved as required by the P&M internal quality control standards.
When contacting the EPSi Helpdesk, please identify yourself as an EPSi client and provide your Client Number as indicated in Client SQL Database field of the EPSi Client Profile.
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