ACCOUNTING SOFTWARE FOR LONG TERM CARE. Designed for your unique needs.
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1 ACCOUNTING SOFTWARE FOR LONG TERM CARE Designed for your unique needs
2 Integrated Accounting Solutions We offer a turnkey solution for senior living communities and LTC providers who want seamless accounting, clinical and business management without compromising any of the financial power you need. Instead of limiting your capabilities with an allin-one system, we empower you to choose the robust systems you want and enable your technology, data and people to efficiently work together as one. Intellitec has proudly helped more than 400 Long- Term Care facilities grow, thrive and succeed. You ll appreciate the expertise and support from our award-winning team of CPAs, MBAs and certified technicians who understand your business and speak your language. 400 Facilities National Practice Deep LTC Industry Understanding Integrates with PointClickCare 1
3 Streamlined Accounting We Understand Your Situation Intellitec Solutions works with Long Term Care facilities to replace and upgrade accounting systems with more powerful solutions that are able to handle the industries unique requirements and provide automated reporting capability for financial statements and budgeting. Our solutions give you the flexibility and innovation to manage the multiple challenges of rising resident populations, high rates of staff turnover and increasingly complex reporting requirements. We Have Solutions Long-Term Care facilities face a number of challenges from meeting the demands of regulatory agencies to finding innovative ways to stand out in a competitive marketplace. Executives and company stakeholders rely on transparent financial insight to make the best decisions on behalf of their residents and employees, while strategizing organizational growth, measuring performance and improving profit. Too often, organizations find themselves on outdated systems that lack the financial backbone to adequately support their needs. We Deliver Results When you choose Intellitec Solutions, we bring these advantages to the table: Proven record of success. Along with superior technology, you ll get thoughtful problem-solving, consultants who know your industry. Our proven process of planning and implementation for Long Term Care facilities ensures your success. Consultants who get involved. You deserve more than mere competence; you deserve honest professionals who care about your goals. We care enough to keep asking questions, until we ve covered all the details and uncovered potential pitfalls 2
4 What We Do We make sure that all your critical processes work together. By taking a best of breed approach, you get superior ERP to go along with any clinical package you use General Ledger Clinical Reporting Purchasing Multi- Company Budgeting We streamline the flow of information from clinical and EHR/EMR records into your financial system so you have a comprehensive solution to track and report your financial reporting and compliance efforts. 3
5 Easy to Use, Powerful Designed with the end user in mind Built for Long Term Care Moving from an accounting system can be both exciting and intimidating. You need more modern technology and financial tools, but it s not always easy convincing your people who are comfortable with what they have known and used for years. That s what we offer turnkey, fully optimized financial management for Long-Term Care facilities built on Intacct. This gives you the customization you need in a familiar and easy environment. We can integrate your accounting data and reporting with your other systems as well, including Microsoft Office and SharePoint, as well as your independent clinical systems. Intellitec s LTC experts will personally train and support your team throughout the process. We give you freedom and functionality without sacrificing any control. We combine powerful financial management and reporting tailored for LTC facilities with seamless integration of your clinical data. No more redundant entry or tracking down critical information between systems. Intellitec tailors role-based dashboards, templates and reports so you can leverage critical information across systems, buildings and campuses. We offer a unique solution to a not-so-unique challenge. Efficiency is critical to LTC facilities and we understand why an all-in-one system sounds like the perfect way to achieve it. We agree 100% that integration of data and systems is a key component to efficiency, but it can be achieved without sacrificing any of the financial and reporting power you need. Our team of CPAs, MBAs and certified technicians, give you the flexibility to integrate your financial solution with data from your clinical systems so you enjoy the single point of entry you want, without sacrificing the financial power you need. Tailored to your role Overseeing financial performance across multiple departments, facilities and locations requires a level of insight beyond what generic accounting software can deliver. All-in-one LTC packages provide limited accounting functionality, but lack the extended features and reports you really need. How can you sustain a fiscally sound organization when you re battling disconnected systems, time-consuming processes and inaccurate data? Our solutions give CFOs, Controllers and Accounting professionals a comprehensive financial management and reporting solution optimized for your industry, with the added flexibility to tailor it to your specific needs. We leverage the power of Intacct along with our industry expertise to customize hundreds of dashboards, reports and processes around the way you need to work. You ve got a lot on your plate and that s why we configured software with LTC professionals in mind. We ve designed our solution to provide clear visibility into all areas of operations so you spend less time putting out fires and more time guiding a proactive, efficient and profitable organization. You don t have a moment to waste in your fast-paced world and it s one of the reasons Intellitec is the go-to partner for the long-term care facilities. Our level of expertise in your industry, coupled with our advanced technical experience, enables us to accelerate the entire discovery and implementation process so your organization is up and running quickly with minimal disruption. We understand your business and speak your language from day one saving you valuable time, resources and cost. Our technology platform enables LTC organizations to assemble a complete, integrated set of leading-edge business applications which can be deployed quickly and inexpensively, without complicated customization and drawn-out implementation. 4
6 Our Solutions We leverage Intacct to create tailored financial management, reporting and seamless integration with Clinical and other third-party applications. 20 years experience customizing and implementing ERP solutions like Intacct. ERP Specialized LTC experience with over 400 facilities. Custom role-based workflows, reports and dashboards built for LTC facilities. Link Intacct with critical vendors, suppliers & payroll services. Custom reports and templates specifically for LTC facilities. Expand insight across financial, HR, procurement, nursing, dining, housekeeping and more. Reports Drill down to transactional details. Point-and-click access to all of your reports in one spot. Seamless integration of accounting with clinical and other systems. Automate time-consuming tasks between systems. Integration Improve staff efficiency and productivity. Reduce costly errors from duplicate entry. 5
7 Clients What do people say about Intellitec? When we moved to Point Click Care for our medical billing and records, it was suggested we work with Intellitec to create a possible bridge for GL and AP. Intellitec Solutions configured and implemented a our accounting software for us so that our reporting is automated and department heads can self-service their own reports In addition, we now can export journal entry files from Point Click Care as a csv file, then copy and paste the account numbers, debit, and credit information into the Excel Integrator and submit that to our ERP. "Moving from our highly customized, home-grown accounting program, we wanted an out-of-the-box system with as little customization and downtime as possible for our thirteen facilities. Intellitec was referred by another senior living facility and met all of our requirements and then some. They offered an integrated ERP solution already optimized for our industry and integrated everything with our clinical management package at a substantial cost savings over other systems and vendors. When we need support or assistance, their response time is very fast. Joe Pomrenke Controller Lions Gate After several years with AOD, we started investigating different options for our clinical management. We found all-inclusive systems couldn t meet all of our needs for both clinical and accounting and opted for an integrated solution with our clinical management and Intellitec s long-term care package for financial management. It was an excellent decision and I can t say enough about the Intellitec team. They clearly understand our business and the issues in our industry. Shane McGuire Vice President, Finance United Methodist Homes "Intellitec had the ability to see our current workflows and anticipate what functionality we would need. They were focused on the future and what we would need down the road, rather than just implementing the software. Not a lot of companies would think that way. We have more flexibility in reporting and analysis. We have improved workflows and processing. Thanks to to the solutions they built for us, Springpoint can consistently strive towards innovation and standardization, which has been critical to our growth." Eva Bering Vice President, Operations Landis Homes Marybeth Kopec Springpoint Senior Living Vice President, Finance 6
8 Intellitec Solutions 2002 West 14th St Wilmington, DE (302) 7
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