Caravel Success Hub for NetSuite

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Win Story | Medical | Charlie Health

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Charlie Health provides virtual high-acuity mental healthcare for teens and young adults (11-30). Their virtual Intensive Outpatient Program (IOP) combines supported groups, individual therapy, and family therapy into evidence-based, comprehensive, and personalized treatment plans.

Demographics

  • Industry | Medical
  • Headquarters | Bozeman, MT
  • Founded | 2020
  • Employees | 600+
  • Existing ERP | QuickBooks
  • Other Systems | Salesforce, Bill.com, UKG, JPM Chase, Collaboratemd, Nextgen.

NetSuite Solution

  • NetSuite | Financialfirst Standard
  • Modules | Record to Report, Procedure to Pay, Smart View
  • Interfaces | JPM Chase, UKG, Bill.com, Collaboratemd, Nextgen, Salesforce, EMR.

Sales Team

  • NetSuite | Kevin Depriest, Kyle Milligan
  • Caravel | Caila Cohen, Scott Curry

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Charlie Health will deploy NetSuite in a multi-phase approach with core functionality going live in month 1 and integrating to various 3rd party systems in phase 2.

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