Epic Cadence is the company's medical scheduling module.
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Zuora
Score 8.1 out of 10
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Zuora is one of the best-known subscription billing platforms. Zuora is an enterprise-level product and, as such, provides comprehensive metrics, tax automation, and support for multiple currencies. It also offers Salesforce and NetSuite integration out-of the-box. It often replaces cumbersome ERP (enterprise resource planning) systems that does not focus exclusively on billing.
Cadence Enterprise Scheduling is particularly useful in a multiple provider, multiple location scenario. It is also quite useful in situations where there are multiple rooms or pieces of equipment that need to be scheduled.
Zuora is great for smaller subscription businesses that have a limited number of simple or basic products. As more products are added to the catalog, the ability to report on specific product performance has become more challenging. Similarly, as our number of customers has grown significantly over the past few years, the extraction of data through export files is more of a challenge to capture all data points.
The system is simple to use it helps schedulers create appointments and, avoids placing patients in situations where they are scheduled at the same time in different facilities.
It has many reports that can help managers maintain a smooth operation and shows what areas need to improve.
It has a one place for all scheduling information for schedulers to see patient's appointments, especially when patients do not recall where or when their next appointments will be.
The system can be created in such a way that you can control who can make appointments and who can't.
They system when built provides warnings to schedulers helping to minimize many scheduling errors like overbooking.
The implementation of Zuora is very helpful. Their interactive training guides are one of the best I've used. It is very thorough and any salesperson can learn how to use it very quickly.
Their subscription management offers many ways to sell a subscription. These subscriptions can be evergreen (renewing every month) or termed subscriptions. The subscriptions can be amended to add/remove products very easily.
The ability to quickly pass through large amounts of usage data for our clients is allowing us to perform billing in a time-effective manner. Once usage data is loaded, a few clicks and all of the invoices for our client base can be generated. Invoices are clean and detailed which help us maintain a good customer experience even with our somewhat complex billing model. The reporting is extremely helpful in calculating the end of month commissions, recognizing and deferring revenue, and overall bookkeeping.
Questionnaires: EPIC seems to be very stringent on questionnaires and how may can be attached (only 1) on a Cadence level causing us to be quite inventive on how to get questioned answered on only certain visit types. One big stumbling block was the Ebola questionnaire. Currently we have a particular questionnaire for new Phy. Therapy patients which prevents us from adding the Ebola questionnaire to NEW patients. We are still struggling with this.
Patient Itinerates used for multiple appointments: Not very professional looking regardless of how you set up (OP visits, instructions etc: Most practices will not use the itinerary therefore adding dollars to having printing cards with the practice name on them. (the old fashioned way)
Building new DEP records: Wish there was a way to copy entire builds from one DEP to another.
Security": EPIC security is a nightmare to develop for multi faced users. RN that schedule appointments. Many of our practices are small practices that only have 2-3 people (the doc, the RN and the scheduler/biller . This creates the need for everyone to do everything from a scheduling perspective and building this security can become very cumbersome from practice to practice as each is unique.
User Interface - Zuora's UI is still a weak point, however, this is negated through the use of its API's. Zuora has done a lot of work in releasing new products to limit its UI experience and the addition of Orders allows for more functionality to reduce the UI issue.
Complex system - This is both a pro and a con, but in this instance, it is a con because we may not have taken the time to truly understand the implications of all the options that were available. the Flexibility is great however if you do not take the time to understand the product and what problem you are trying to solve, you can make life difficult for yourself later down the track. Take the time to map out your approach end to end and ensure your assumptions at the start are robust.
Reporting - reporting is weak as such we have moved away to our own reporting data warehouse.
Our business is now, more than ever, focused on our core business rather than homegrown support tools for quoting, contracts, billing, invoicing, payments and the rest of the subscription economy. We evaluated other solutions and found this the best and most viable solution given the strong ties to Salesforce and it's integration. Zuora works, and it works well.
As stated earlier, it seems to be the best out there, from a built perspective as well as a user application. While some practices feel it to be time consuming (Cadence/Prelude) together others who see the whole integration thru the Epicare and Resolute systems love it. From an IT perspective, while sometimes cumbersome to build, the end results are pleasing and satisfying. We can usually accomplish what we set out to do with the practice vision in mind.
I had 20+ years of accounting experience before taking on the revenue role. I had several things to [learn] but was able to easily master the software in a matter of weeks. Zuora is our preferred billing platform that we currently use - very efficient and much more automated than our other platform/process.
There have only been a few days/instances in the past 2.5 years of using zuora that I, personally have had issues or been notified of issues relating to Zuora.
Zuora does a superb job for all the tasks I use it for. Billing - it is trustworthy and accurate. Customer data- it holds it and keeps past records for even cancelled accounts, and subscription builds - it has the ability to make very difficult subscriptions seem easy.
EPIC has been great in their support and communication at all hours. They also openly communicate when an application TS (Technical Support) will be away and who is covering for that person. During standard non working hours - you always know what number and who to call to get resolution to issues that arise at those times
A support request is emailed to their support team, then an automated response is sent to you in a couple hours saying "Hey, someone will take a look at your support request soon". Then somewhere around 12-18 hours later, an actual support member responds with "Have you checked out our tutorials? Here's one that sounds like it might help you". I don't want a tutorial given to me that I've already read through that only exists because of the terrible user design of Zuora's user interface
Use implementation team from EPIC but know what you want and make sure that it=s what you get. You can be easily swayed by lack of knowledge on the application and therefore decisions are made that are not correct and then have to be redone. EPIC including Cadence needs a great understanding of the workflows you currently have and how they will be impacted by your build. We had a great understanding of the existing workflows in the offices, however lack of knowledge on the Cadence IT side, had a large impact on what was delivered as our implementers believed that a standard EPIC workflow would suffice and did not.
I think Zuora did a great job. However, they could have provided more guidance on how to deal with out Payment Gateway and Processor provider, as well as guidance around providing a Mobile Responsive experience for sites using the Zuora HPM.
Centricity was limited in ability to scale and customize compared to Cadence for our environment. Also the regular updates for Cadence vs. Centricity is where Cadence really shines. Vendor support is also much better with Cadence over Centricity. We also like the robust capability of the reporting module in Cadence over other vendors.
Zuora provides way more functionality than Recurly or SaaSOptics as a billing engine. However, it is not a general ledger system like NetSuite ERP, it is still designed to be primarily a billing function that feeds into a general ledger via automated general entries. It has simplified our invoice management and automated billing while connecting with Salesforce for high-powered reporting and cross-departmental collaboration. The automation of revenue recognition has the potential to significantly reduce the time spent on accounting close by a few days.
