WeCare tlc is a medical management firm that develops and operates on-site and near-site primary care clinics for employers and other health plan sponsors. It has over 68,000 members with 54 healthcare center locations in 10 states, USA.
Background
WeCare processes approximately 600 supplier invoices per month. The invoices arrive in the mail or by email. The company was using another software for their accounting function and the company wanted to switch to Microsoft Dynamics 365 Business Central. WeCare chose Rillion for AP automation, which includes invoice capture, approval, and invoice processing.
Invoice capture
Invoices arrive by mail or email, and scanned by Rillion. The data inside each invoice is then populated in an intuitive central dashboard. WeCare finance administrators can check that the data is accurate, make adjustments, apply coding and send the invoice out for approval.
AI works in the background to learn account codes, and over time makes suggestions on how to code items on each invoice.
Approval workflow
WeCare is made up of two different organizations, WeCare tlc and WeCare tlc Corrections. There are 43 approvers for tlc and 12 approvers in Corrections.
Once an invoice enters the system and has been checked by the administrator, the invoices go out in an automated workflow where managers and approvers can approve the invoice on desktop, tablet, or smartphone.
Integration
WeCare has benefitted from the ease of integration with Dynamics 365 Business Central. The integration only takes a few clicks, and all of the vendor information is shared with Rillion. Once an invoice is approved, the invoice is transferred to Business Central for recording and payment.
Being able to download a PDF of an invoice has been very useful. Using the comprehensive search function has saved me the most time.
