Our client is one of the largest providers of allergy, asthma, and immunology care in the United States, operating a network of more than 80 clinical locations. The organization is committed to delivering specialized care while advancing research, education, and innovation in the diagnosis and treatment of allergic diseases.
As the organization continued to grow, maintaining consistent financial operations and operational visibility across its geographically distributed healthcare network became critical. Supporting this scale required streamlining financial management processes to lay a foundation for continued expansion.
The client’s finance operations were fragmented across healthcare management systems, a data warehouse, Paycom, NetSuite, spreadsheets, and several facility-level processes. Although NetSuite was already in place, preparing and transferring the data remained heavily manual.
Financial data generated across the organization’s healthcare management systems was consolidated in a warehouse database. Finance teams then had to extract, calculate, validate, and convert it into journal entries for NetSuite. Operating across multiple hubs, facilities, and providers generated high transaction volumes and required complex allocation rules.
The process was particularly difficult when physicians practiced across multiple clinics. Charges, payments, expenses, adjustments, and other financial activity had to be accurately allocated to the appropriate provider, facility, and hub. These calculations, performed through large Excel workbooks, made the process slow, labor-intensive, and hard to reconcile.
Managing provider records presented another challenge: Paycom updates did not sync with NetSuite, forcing finance teams to manually track and update provider statuses.
Furthermore, limited reporting visibility hid financial leakage. The leadership required more intuitive reporting across collections, charges, reconciliation, physician activity, facility performance, scheduling, and bank fund utilization to eliminate revenue loss.
Understanding the Financial and Operational Data Landscape
Trigent began by mapping the movement of financial, provider, workforce, and operational data across the client’s healthcare management systems, warehouse environment, Paycom, NetSuite, and spreadsheet-based processes.
The assessment examined how more than 250 clinics generated operational and financial transactions, how data was consolidated, how journal entries were calculated, and how providers working across multiple locations were assigned to the appropriate facilities, hubs, and business entities.
Trigent also evaluated the dependencies between source systems, accounting rules, provider records, financial allocations, compensation models, and reporting requirements. This analysis helped define the data architecture, business logic, and processing rules required to automate financial operations and support reporting at the corporate, state, hub, facility, service-line, and provider levels.
Building a Centralized Enterprise Data Warehouse
Trigent designed and implemented an automated data pipeline to process daily operational and financial data from more than 250 clinics into a centralized enterprise data warehouse.
The solution consolidated data from multiple healthcare, financial, workforce, and operational systems into a single, consistent source of truth. Standardized data structures and business definitions were applied across the platform to ensure that finance, operations, and leadership teams worked with consistent and reliable information.
The centralized architecture improved data governance, reduced fragmentation across source systems, and established a scalable foundation for enterprise financial reporting, operational analytics, reconciliation, provider compensation, and profitability analysis.
Automating Financial Data Management and Month-End Close
Trigent implemented an automated solution that transformed financial data from the client’s healthcare systems and enterprise data warehouse and delivered it directly into NetSuite.
Previously, finance teams manually extracted data and performed complex calculations using large Excel workbooks. This process was labor-intensive and difficult to reconcile at month-end.
Trigent embedded the client’s accounting rules, allocation logic, and business calculations directly into the automated data pipeline. Detailed journal entries were generated and delivered to NetSuite for several financial categories.
The level of detail gave finance teams greater visibility into how financial activity was distributed across the organization.
The solution also automated complex allocation calculations for providers working across multiple clinical locations. Financial transactions could be distributed across the appropriate providers, facilities, hubs, and business entities according to predefined accounting rules.
By moving beyond hub-level consolidation and enabling physician-level financial processing, the solution improved the detail and accuracy of downstream financial analysis while significantly reducing manual effort and accelerating the monthly close process.
Integrating Enterprise Business Systems and Workforce Data
Trigent developed an automated integration between Paycom and NetSuite to synchronize provider, employee, and organizational information across the client’s HR and finance environments.
The integration replaced manual updates that had previously resulted in duplicate effort and inconsistent records. Workforce data was synchronized on a scheduled basis, including
New provider records
Provider departures
Active and inactive employment status
Company assignments
Facility and location information
Organizational relationships
This ensured that provider records used for journal entries, compensation, financial allocations, and reporting remained aligned across both systems.
The integration also reduced the administrative effort required to maintain workforce data and strengthened the accuracy of provider-level accounting and compensation processes.
Delivering a Financial Analytics Platform
Trigent created specialized, finance-aligned datasets designed specifically for financial reporting, analysis, and decision-making.
Using these datasets, Trigent developed a comprehensive suite of Power BI dashboards that enabled users to analyze financial performance across several levels, including
Yearly and monthly trends
Corporate-level performance
State-level analysis
Hub and facility-level financials
Service-line profitability
Provider-level performance
The platform included profitability dashboards for major service lines, including
Core services
Biologics
High-tech medications
These dashboards enabled finance leadership to identify performance drivers, compare profitability across services and locations, and uncover operational opportunities that were difficult to detect through spreadsheet-based reporting.
Supporting Accrual and Cash Basis Financial Reporting
Trigent developed analytical datasets and dashboards that allowed finance teams to evaluate performance using both accrual-basis and cash-basis accounting.
The accrual view reflected revenue based on services delivered, while the cash view tracked payments actually received.
This dual reporting framework allowed leadership to
Compare charges against collections
Monitor collection efficiency over time
Reconcile operational performance with financial results
Evaluate revenue recognition alongside cash realization
Improve forecasting and financial planning
By providing both perspectives within the same analytical environment, the solution gave finance teams a more complete view of the organization’s financial performance.
Delivering Financial and Operational Intelligence Through Power BI
Trigent developed intuitive Power BI reports and dashboards to provide leadership, finance teams, and operational stakeholders with centralized visibility into enterprise performance.
The financial reporting suite covered areas such as
Collections and charges
Collection efficiency
Yearly financial snapshots
Financial reconciliation
Allowance for doubtful accounts
Provider-level financial activity
Facility and hub-level performance
Service-line profitability
Fund utilization and bank-financing reports
Power BI dashboards were also developed to visualize and validate journal entries. Finance teams could quickly review, analyze, and reconcile financial transactions before and after they were delivered to NetSuite.
Operational dashboards provided visibility into
Daily clinical activity
Clinic-level performance
Provider productivity
Facility performance
Operational trends across locations
Scheduling and future appointments
By combining operational, financial, provider, and workforce data from across the organization, the dashboards enabled stakeholders to examine performance at the corporate, state, hub, facility, service-line, and provider levels.
The fund-utilization reports also tracked how bank financing was deployed across the business, enabling the organization to demonstrate the appropriate use of borrowed funds and strengthen financial governance and reporting to funding institutions.
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