Health Care
January 30, 2024

Health Care

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Retail-Commerce

Modules Used

  • Customer Management Suite

Overall Satisfaction with Acumatica

We use it to manage AP & AR, shipping and customer analysis. We service both Health Clinics and Consumers storing their reproductive tissue. We need to be able to analyze both clinic data and metrics and customer data, churn and metrics. Clients have small and large churn ratios. We also have to manage HIPAA data and sensitive health information, as well as reproductive tissue information. We have 10 SKUS, but every "piece" of inventory is unique.

Pros

  • Recurring Billing
  • Inventory Management (highly customized for our business)
  • Shipment Management
  • Payment/Dunning tracking

Cons

  • Processes sometimes require a lot of "clicks" to complete
  • Automation of workflows to "walk" staff through complicated and regulated checklist items
  • Payment Processor integration
  • Shipment processing seamless
  • Inventory tracking
  • Recurring billing
7-12 months
We have real-time information on inventory and shipping processes as well as sensitive HIPAA data for clients. Clinic and Consumers are the two paths of analysis we are tracking. We have done some POWERBI reporting of metrics as well.
HIPAA controls and privacy of data are very important for our needs. We have to follow specific regulatory QA processes for reproductive tissue. Customer management and privacy as well as full pipeline transparency.

Do you think Acumatica delivers good value for the price?

Yes

Are you happy with Acumatica's feature set?

Yes

Did Acumatica live up to sales and marketing promises?

Yes

Did implementation of Acumatica go as expected?

Yes

Would you buy Acumatica again?

Yes

Less well - being able to manage a fully paperless workflow for inventory entry. With our unique inventory, it has been a challenge for us to be able to handle multiple people saving inventory with unique lot/serial tracking in real-time. The entries will collide and staff will use their work, which we can't have happen in a true paperless environment. We are also wanting more capacity to handle workflows that replace checklists required by regulatory QA processes.

What works well is staff visibility to activities and tasks - customer payments, payment processing and our recurring billing, which is 100% of our clients.

Acumatica Feature Ratings

7.1
Accounts payable
7
Accounts receivable
8
Global Financial Support
8
Primary and Secondary Ledgers
8
Journals and Reconciliations
6
Configurable Accounting
7
Standardized Processes
6
5.8
Billing Management
8
Cash and Asset Management
5
Travel & Expense Management
5
Budgetary Control & Encumbrance Accounting
5
Period Close
Not Rated
6.0
Inventory tracking
6
7.3
Pricing
7
Order entry
8
Credit card processing
7
Payroll Management ()
Not Rated
8.0
Dashboards
8
Standard reports
8
Custom reports
8
8.0
API for custom integration
8
Plug-ins
8
7.0
Role-based user permissions
7
Single sign-on capability
Not Rated
Grants Management ()
Not Rated
Project Financial Management ()
Not Rated
Project Execution Management ()
Not Rated
Procurement ()
Not Rated
Not Rated
Issue Detection
Not Rated
Remediation and Certification
Not Rated
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Execution Management
Not Rated
Trade and Customs Management
Not Rated
Fulfillment Management
Not Rated
Warehouse Workforce Management
Not Rated
Not Rated
Production Process Design
Not Rated
Production Management
Not Rated
Configuration Management
Not Rated
Work Execution
Not Rated
Manufacturing Costs
Not Rated
Not Rated
Forecasting
Not Rated
Inventory Planning
Not Rated
Performance Monitoring
Not Rated
Not Rated
Proposal Management
Not Rated
Product Master Data Management
Not Rated

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