How Our ERP Integration with PointClickCare Works

Long-term care (LTC) organizations require efficient management of both clinical and financial data. Our proprietary ERP integration, IntelliConnect, is an innovative solution designed to seamlessly bridge the gap between PointClickCare (PCC) and best-in-class systems like Sage Intacct. It allows effortless navigation of data integration, making sure that vital information flows seamlessly between departments. To give you a better grasp of the integration’s capabilities, let’s delve into the intricacies of IntelliConnect and how this solution can streamline operations and decision-making capabilities.

Understanding IntelliConnect

At the heart of IntelliConnect lies a commitment to simplifying the complexities inherent in integrating clinical and financial systems. We developed this sophisticated solution as a conduit, simplifying the real-time transfer of critical information from PCC to an ERP system. IntelliConnect automates the transfer of financial and statistical information from PCC, and updates the data on a daily basis.

Eliminating the need for manual intervention, the IntelliConnect integration empowers organizations to focus their resources on strategic initiatives rather than mundane data management tasks. Organizations gain a comprehensive view of their financial health, enabling informed decision-making and proactive management of operations. Imagine the additional freedom to focus on better financial management and improving the quality of life of often overworked accounting staff.

So How Does the ERP Integration Work?

The IntelliConnect integration process is both seamless and comprehensive, encompassing some key sets of data, such as: Daily Cash, Daily Census, Month End Revenue, and Month End Census.

Data exports are generated automatically nightly from the Billing in PCC, requiring no manual triggers or interventions, and sent to our secure FTP site. That ensures that daily and monthly close processes remain uninterrupted, with financial and statistical information flowing effortlessly into the ERP system.

Through sophisticated automation with the Sage Intacct API, IntelliConnect handles all GL and statistical account mappings, aligning those billing and census data points with the GL in Sage Intacct. It eliminates the need for manual re-keying of journal entries or tedious conversions, saving valuable time and reducing the risk of errors. IntelliConnect streamlines the integration process, allowing organizations to maintain accurate and up-to-date financial records without the burden of manual data management tasks.

What Else Can it Do?

Informed by our team’s decades of experience working with long term care organizations, the key features and benefits of our ERP integration address common concerns raised by clients, including the need for better reporting and increased visibility and accountability. The proprietary application that sits inside of Sage Intacct, IntelliConnect allows you to control how your data is being imported from PointClickCare.

The standard requests are daily billing and daily census, but we realize that’s not always everything your team needs in order to improve how you work or the work that you do. This graphic illustrates the data flow of from PointClickCare:

erp integration

What Should I Know?

It’s important to understand that this is not middleware or an import/export tool. It is a true end to end integration with no effort on the end users, running fully automated in the background.

We should also mention that IntelliConnect is the only product market designed to work with Sage Intacct and PointClickCare. It’s currently being used by long term care organizations with over 1000 sites across the United States.

Then What Happens?

IntelliConnect streamlines processes, eliminates manual data entry, reduces errors and increases information sharing across departments. That translates into tangible benefits for businesses, including improved efficiency, reduced operational costs, and enhanced compliance with regulatory requirements.

To get specific, IntelliConnect makes sure that the entire team’s dashboards are up to date on a daily basis. It also allows for the creation of both Key Cost Analysis reports and Board Reports at the click of a button.

This simple yet incredibly impactful integration means that organizations can allocate resources more effectively and makes it easier to use financial resources in alignment with their strategic objectives. Overall, IntelliConnect promotes business transformation, enabling LTC organizations to unlock their full potential and achieve sustainable growth in a competitive industry.

What Are Users Saying?

Testimonials from satisfied users of IntelliConnect attest to its transformative impact on businesses across various industries. Brooke Grove Retirement Village replaced old systems with PCC and integrated with Sage Intacct for better financial health. “We have several different divisions with intercompany transactions and didn’t feel that we could allocate costs the way we needed to or grow with our financial statements in PointClickCare. We wanted something easier,” says their Business Office Manager. Reporting is now easier, and they have access to better insights to manage finances, all in an integration that supports the comprehensive EHR management they need.

Another veteran LTC organization, Blue Skies of Texas switched up ERP systems and needed to integrate with PCC. They were immediately satisfied with the access to automation for reporting and data sharing between their financial and clinical sides. Their Director of Finance stated “Hands down, it was the best decision we ever made utilizing IntelliConnect as part of our Sage Intacct implementation. It has streamlined our operation and made us much more efficient. Whenever I have spoken with anyone who is on the fence, I definitely recommend they go with IntelliConnect.”

These testimonials highlight the tangible benefits experienced by organizations and demonstrate how this innovative solution has revolutionized ERP integration with PCC. Through its advanced features and user-friendly interface, IntelliConnect continues to empower businesses to thrive.

IntelliConnect stands as an innovative solution in ERP integration with PCC. With ERP solutions handling the complexities of finance and project management and PCC taking charge of the clinical side, having an intelligent, simple way to keep the two connected can take pressure off management and staff alike. The seamless processes and advanced automation are proven by the positive impacts on business operations, showing IntelliConnect can reshape how organizations handle financial and LTC management, nurturing growth that will, ultimately, support better patient care.

Not sure what’s right for you? Let us help find which solution will help you reach your goals.

Additional resources

It’s no secret that technology plays a pivotal role in all aspects of our world. Within senior living communities, everything from mobile carts to wearable devices and even operational ERP […]

CFOs face a ton of challenges in managing financial data and reporting, especially given how integral data management and analysis are to Senior Living. The need for accurate and up-to-date […]

Our proprietary IntelliConnect module serves as the linchpin between PointClickCare, and the Best of Breed General Ledger found in Sage Intacct or Microsoft Dynamics.
WordPress Lightbox