Leading 80+ Location Healthcare Network Plugs $300K Quarterly Leakage by Unifying Enterprise Systems
Case Study
Leading 80+ Location Healthcare Network Plugs $300K Quarterly Leakage by Unifying Enterprise Systems
Case Study Highlights
A Brentwood-based freight tech company partnered with Trigent to unify its TMS platforms following the acquisition of Kuebix TMS. By building a modern API gateway, the solution allowed customers to take advantage of new products, streamlined backend operational workflows, eliminated redundancies, and reduced integration costs by up to 30%. It enabled the company to realize the value expected from the merger with Kuebix within xx months.
About the Client
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.
Business Challenge
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.
Trigent Solution
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.
Transforming Financial Reconciliation and Collection Efficiency
Trigent transformed the client’s financial close and reconciliation process from summary-based accounting to transaction-level accounting.
A suite of reconciliation dashboards was developed to provide finance teams with detailed visibility into financial performance, transaction accuracy, and the relationship between charges and payments.
The dashboards enabled the organization to measure and monitor collection efficiency across multiple time periods, including
- The previous 12 months
- Seven-to-twelve-month collection cycles
Finance teams could analyze how payments were received relative to charges across critical operational dimensions such as Facility, Service line, and Insurance Payer.
This level of transactional visibility helped the organization identify collection trends, investigate discrepancies, and better understand the timing and effectiveness of revenue recovery across the network.
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.
Automating Provider Compensation Reporting
Trigent automated the generation of monthly physician compensation reports using provider, operational, and financial data from the centralized platform.
The reports incorporated performance metrics aligned with the client’s compensation models and provided detailed information on the factors influencing provider payments.
This improved transparency for both administrators and physicians by making compensation calculations easier to understand and validate. It also reduced the manual effort required to prepare monthly payment reports and helped ensure greater consistency and accuracy in provider compensation.
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.
Client Benefits
- Provided visibility into approximately $300,000 in quarterly financial leakage, enabling leadership to uncover root causes and take immediate corrective action.
- Unified operational data, workforce records, and accounting workflows across an 80+ location healthcare network within a single scalable framework.
- Accelerated month-end reporting and guaranteed physician payout accuracy by transforming a 15-day manual close process into an automated, real-time NetSuite-integrated financial ecosystem.
- Enhanced Financial Governance & Compliance Strengthened regulatory compliance and institutional transparency while safeguarding long-term growth across the clinical network.
- Delivered centralized Power BI dashboards for clear, real-time visibility into collections, charges, reconciliations, provider activity, scheduling, and overall operational health.
Technology Stack
