Healthcare
Wellness Clinic Network Unifies Financial Operations
Holistic Health Partners
50-100 employees
12 weeks implementation•mid-market

Holistic Health Partners consolidated financials across their 8 locations, improving insurance billing and financial visibility.
45→28
Reduction in AR days
Executive Summary
Holistic Health Partners consolidated financials across their 8 locations, improving insurance billing and financial visibility.
The Challenge
Managing 8 wellness clinics meant dealing with separate financial systems, inconsistent insurance billing practices, and limited consolidated financial reporting. Leadership lacked real-time insights into performance.
Our Solution
Accounter unified their financial systems with a healthcare-specific configuration, including insurance billing automation, patient payment processing, and location-based reporting with consolidated views.
Solution Components
Unified System
Consolidated 8 separate accounting systems into a single cloud platform with location-specific permissions.
Insurance Billing Automation
Implemented intelligent claim scrubbing and submission to improve first-pass acceptance rates.
Patient Payment Processing
Integrated secure payment processing across in-person, online, and payment plan options.
Performance Analytics
Created dashboards comparing key metrics across locations with drill-down capabilities.
The Results
- Consolidated financial reporting across all 8 locations
- Improved insurance claim acceptance rate from 82% to 96%
- Reduced accounts receivable days from 45 to 28
- Identified $230,000 in annual cost-saving opportunities
Key Metrics Impact
Insurance Claim Acceptance
Before
82%
After Accounter
96%
Before82%
After96%
Increased by17%
Accounts Receivable
Before
45days
After Accounter
28days
Before45days
After28days
Reduced by38%
Cost Savings
Before
0$/year
After Accounter
230000$/year
Before0$/year
After230000$/year
Increased byInfinity%
"Before Accounter, running reports across our clinics was a nightmare. Now I can see real-time performance for any location or view our entire operation with just a few clicks. The improvements to our insurance billing workflow alone justified the investment."
Dr. Lisa Wong
CEO, Holistic Health Partners
Case Study Tags
Implementation Details
Industry:Healthcare
Company Size:50-100 employees
Implementation Time:12 weeks
Segment:mid-market
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