Customer Case Studies

© 2018 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Company Overview Tri-County Mental Health Services began in 1990 to provide safety-net services in mental and behavioral health, as well as substance use disorders. To serve a diverse clientele in urban, suburban and rural se ings, Tri- County has developed a unique provider network allowing the agency to deliver convenient, cost-effective services to over 8,000 people each year. Executive Summary Results with Sage Intacct: • Increased finance team efficiency • Freed accountants to expand into more strategic roles • Gained departmental and grant visibility for improved accountability Challenges Managing Healthcare's Financial Complexity Missouri's Tri-County Mental Health Services agency provides $25 million of behavioral health services to 8,000 people in need across the greater Kansas City area every year. The organization has grown over the years to meet the region's increasing mental health needs, especially surrounding the opioid crisis. With funding coming in from a county mental health levy, state funding, Medicaid, other insurers, and grants, Tri-County's back office is required to manage highly complex financial processes. However, for the past fi een years, they were hindered by an on- premises accounting system that didn't offer robust reporting, workflow automation, or remote access. Last year, the agency decided to make a change and modernize its financial management technology. A er bringing on Michelle Naus as CFO, the finance team started seriously looking at cloud-based solutions. Naus remembers, "As we were thinking through who we wanted to partner with moving forward, we quickly narrowed our options down to Sage Intacct and Oracle NetSuite. We ultimately selected Sage Intacct for its real-time financial visibility, streamlined processes, and flexibility to integrate with any business solution we needed." Solutions Eliminating Tedious Data Entry through Automation Working with Sage Intacct implementation partner, BKD Technologies, Tri-County migrated to the cloud-based system and quickly improved several of its manual, paper-based workflows. In par- ticular, Sage Intacct sped up daily accounting tasks like accounts payable, as well as monthly and quarterly reporting. The finance team eliminated one day a week of manual approval process and data entry by importing data from their budget spreadsheets, payroll so ware, and patient billing system directly into Sage Intacct. "We save so much time with Sage Intacct," said Naus. "For instance, rather than printing individual journal entries for signatures, everything is now prepared, routed, approved, posted, and tracked via an audit trail with a click of a bu on. Our accounts payable workflows are significantly easier – especially credit card reconciliations, which used to be a very painful process – freeing us up to finally be forward-looking. What's more, the system's role-based workflows and HIPAA-compliant security provide internal controls and documentation, giving me peace of mind that we're au- dit-ready." Redefining Accounting through Strategic Financial Insight Tri-County Mental Health Services C A S E S T U D Y

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