Connected receivables
Salesforce payments and healthcare billing records became available to NetSuite financial processes.
Healthcare · Billing and Receivables case study
Connecting healthcare billing and payment plans with NetSuite
NetSuite connects Salesforce payments and healthcare billing records with finance queries and a guardian payment-plan portal.
The situation
Patient finance depended on records held in several systems.
A healthcare provider used NetSuite for patient billing, payments, and accounts receivable. Payment information also existed in Salesforce, while patient records, bills, and payment activity came from a healthcare information system.
Parents and guardians needed a self-service way to arrange installment payments. Finance and business teams needed access to the related billing records and treatment-fee information.
The challenge
Bring payment and billing context into the same receivables process.
Finance needed to associate incoming payments with the relevant patient billing records. Specialized treatment fees also needed their own fields and reporting so staff could identify the revenue correctly.
The customer-facing payment-plan task had different needs from internal finance queries. Both needed to work with the NetSuite records used to manage receivables.
The solution
Connect Salesforce and healthcare records to NetSuite financial processes.
Integrate Salesforce payments
Shinetech integrated Salesforce payment data into NetSuite to support payment tracking and patient receivables management.
Build healthcare integration interfaces
Custom NetSuite RESTlets provided interfaces for patient records, patient bills, and payment data from the healthcare information system.
Represent treatment fees
Custom Fields and Custom Records captured the business data and revenue types associated with specialized treatment fees. Reports were extended so finance could identify and review those fees.
How the work was structured
Provide everyday queries and a separate payment-plan experience.
Saved Searches were configured for the working needs of individual business teams, giving them relevant ways to query and review NetSuite information.
A NetSuite Portal gave parents and guardians a self-service interface for arranging payment plans and installment payments for patient fees. The portal addressed payment arrangements while internal staff continued to use the financial records and queries suited to their work.
The result
Billing integrations and self-service payment arrangements supported the same finance workflow.
Relevant finance views
Custom treatment-fee records, extended reports, and Saved Searches supported everyday review.
Payment flexibility
Parents and guardians could arrange payment plans and installments through a dedicated portal.
Case taxonomy
Explore the industry, technology, and business need.
Industry and product
- Healthcare
- Billing
- Accounts Receivable
Technology and delivery
- NetSuite
- Salesforce
- RESTlets
- Custom Records
- Saved Searches
Business need
- Patient Billing
- Payment Integration
- Treatment Fees
- Payment Plans
- Installments
- Guardian Portal
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