CASE STUDY

Tel Hai Retirement Community

Tel Hai Retirement Community is a nationally accredited, non-profit life plan community in Honey Brook, PA, serving more than 850 residents. Tel Hai offers a range of retirement living options across a variety of residences and services, including residential cottages, townhomes, and apartments; personal care and memory support residences; skilled healthcare accommodations; therapy services; adult day services; and child daycare.

At-A-Glance Results

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HIPPA Compliance
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Way Accounting and EHR Integration
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Robust Accounting Solution

Client Snapshot

Industry:

Healthcare

Business:

Assisted Living

Locations:

Pennsylvania

The Challenge

Tel Hai needed accounting software to work with a new electronic health records (EHR) system.

Outdated Systems

As Tel Hai implemented a new EHR, the team discovered that this system lacked the accounting capabilities of previous software.

Industry Compliance

Many accounting solutions lacked HIPPA compliance, which was necessary for Tel Hai as an assisted living community.

Limited Reporting

Without data analysis capabilities for the general ledger, Tel Hai couldn't produce accounting statements or evaluate business performance. 

Major Software Changes

The prospect of overhauling multiple digital systems at once was stressful for the Tel Hai team.

The Solution

Tel Hai invested in Sage Intacct, HIPPA-compliant assisted living financial software.

Cloud Financial Software for Healthcare

Tel Hai opted for Sage Intacct, which included modern accounting features deployed via the cloud for on-the-go accessibility.

HIPPA-Compliant Financial Software

Sage Intacct is HIPPA-compliant, GAAP-compliant accounting software endorsed by the AICPA.

Dimensional Reporting

Sage Intacct’s dimensional reporting helps Tel Hai drill down into financial data to pinpoint trends and gauge whether the company is on track to hit goals.

Dedicated Training and Support

Cargas offered training sessions to help Tel Hai get oriented with Sage Intacct and has continued to offer on-demand software support.

Implementation

Cargas led a guided Sage Intacct implementation in April 2016 to give Tel Hai deep accounting functionality and software that integrated with the rest of its tech stack.

1: Discovery & Requirements Gathering

Tel Hai turned to Cargas to help them evaluate viable accounting software options. Initially, they looked at an accounting tool used by other retirement communities on the same EHR system. Then Cargas showed Tel Hai Sage Intacct assisted living financial software. 

"With its multi-entity, fixed asset, and reporting capabilities, it was clear Intacct would be the better solution for us," shared Sue Verdegem, Senior Executive Vice President of Finance and Administration at Tel Hai. 

Sharon Canull, Tel Hai's Director of Finance, worked closely with Cargas during the implementation, which began in April 2016. 

"We had a lot of major changes happening all at once. As soon as the new EHR system is in place, we need the new accounting system to be live as well." 

2: Training and Go-Live

As Tel Hai juggled multiple implementations at once, the team realized the projects' intersection had major implications for existing processes.   

According to Canull, Tel Hai's entire accounting structures needed to be overhauled for the EHR system, and they had to remap their payroll, too. This meant that the way Tel Hai's team handled finances would change. 

Although Cargas was not managing the EHR implementation, the Cargas team was able to ensure that the software's integration to Sage Intacct went smoothly. This meant customizing Sage Intacct to seamlessly communicate with the EHR.  

"Cargas helped us design our accounting codes so they would work for our EHR system, payroll system, and Intacct," said Canull. "We needed a lot of handholding at first. The Cargas team made sure we had the training and support we needed as we transitioned to Intacct." 

Results & Impact

With Sage Intacct, Tel Hai gets greater visibility into financial performance and time savings.

Seamless Data Transfers

Data from both the EHR accounts receivable platform and the payroll system easily download into Sage Intacct so all financial data is in one central place.

Deep Accounting Functionality

Sage Intacct offers multi-entity flexibility, fixed asset capabilities, and easy import of data from the accounts receivable and payroll systems within one cloud-based platform.

Dimensional Reporting

Sage Intacct’s unique reporting structure provides a flexible way to access insights that can speed business decision-making for Tel Hai.

“We’ve had a wonderful Cargas experience. They have a skilled team who worked very hard to understand our needs now and anticipate what we’ll need in the future.”

—  Sue Verdegem, Senior Executive Vice President of Finance and Administration, Tel Hai Retirement Community

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