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Win Story | Healthcare | Physician Life Care Planning

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Physician Life Care Plannings helps attorneys (plaintiff & defense), government agencies, insurance companies, trusts, and courts define the value of future medical care, loss of earnings capacity, and loss of household services for chronically and catastrophically ill/injured individuals.

Demographics

  • Industry | Healthcare
  • Headquarters | San Antonio, TX
  • Founded | 2011
  • Employees | >100
  • Existing ERP | QuickBooks
  • Other Systems | Salesforce, Bill.com,
    CBIZ HR, Custom Operations Platform,
    Power BI

NetSuite Solution

  • NetSuite | Financials First PRM
  • Modules | Financials, Procurement (including Bill Capture and Expense Reporting), Revenue Management, NSPB
  • Interfaces | Banking, Corporate Credit Card,
    Payroll (CBIZ), Operations Platform, Power BI

Sales Team

  • NetSuite | Claire Taben, Jason Finch
  • Caravel | Caila Cohen, Naveen Inampudi, Scott Curry

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Physician Life Care Planning will be deploying NetSuite in a multi-phased approach, with core EPR for phase 1 and NSPB for phase 2. They will be looking to replace various legacy platforms while connecting to their main internally developed operations platform.

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