Streamlining Healthcare Invoicing with NetSuite

The client operates within the healthcare sector, providing tailored Medical Affairs solutions that promote excellence, improve physicians’ experiences, and facilitate better patient outcomes. Their subject matter expert (SME) in Medical Affairs possesses extensive expertise, offering strategic and operational solutions across Medical Affairs, Regulatory Solutions, MLR Solutions, and Global Recruiting domains.

The challenge

• The client was using cloud-based software which provided financial management and accounting features and HubSpot for storing customer’s data. They wanted to sync their data for charges, invoices from accounting software and customer data from HubSpot into one place to give them a complete overview.
• Reporting and Monitoring were becoming tedious with large and complex data sets.
• Advanced Finance and Accounting features were not available in the existing system.
• Data reconciliation and invoice generation was difficult across multiple systems.

Our Solution  

• Data synchronization using iPass tool (Celigo) to sync data across multiple systems.
• Suitescript to generate native Invoices in NetSuite and establish relation between customers, projects, sales orders, charges and custom Invoices.
• Custom Records and custom fields to store information synced from different systems.
• QE Practices Implemented:
  • Test data Identification
  • Functional & Security testing

Results

The Impact

• 360-degree view of data in one system- NetSuite.
• Removal of manual efforts for data reconciliation across multiple systems.
• Generation of Invoices in NetSuite with all related data view at a glace and increase in payment captures and tracking.
• Advanced reporting and monitoring.
• Advanced finance and accounting.
• Automated email notifications to customized list of recipients when Invoices were generated and reminders for the due date and amount.