Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
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Intergy EHR
Score 6.1 out of 10
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Intergy offers ambulatory practices a specialty-focused EHR and practice management solution. With Intergy’s tools, users can manage chronic conditions, capture payer incentives, and thrive in the world of value-based care. The ONC-certified solution has consolidated functionality that simplifies notation, automates tasks, and streamlines workflows. The Intergy ecosystem of products also includes telehealth, remote patient monitoring, chronic care management, patient portal, patient…
Sage has been ideal for our organizations to scale while maintaining functionality. Importing has made growth and acquisitions within our company easy to onboard additional entities from other platforms. The automation features are high quality and necessary for high transaction frequency companies. The reporting is great for overall reviews of business however custom reports can be difficult to create for specific needs. A high amount of training and developer support is needed to get started, however once fully onboarded the workflows and automations do most of the work allowing you to take time to learn the intricacies
How well is the product customizable for workflow modifications for my clinic? Does the result flow easily for the provider or are there many chunky clicks required? (i.e. one modification to a workflow between the nurse and provider requires 27 clicks.. ok this accomplished the workflow that was needed but at what cost?) Can your system produce customized reports on the fly, is the data real time or lagging? Can the system be tuned in terms of document/note templates and the Graphic User Interface forms so a particular practice/provider/speciality needs can be taken into account?
Custom, real-time financial reporting. I am able to streamline my reporting to pull in various account groups and calculations which save me time from having to do it in Excel.
Out of the box standard reports for clients who don't require as custom of reporting or even as a great starting point to build out reports.
Integrations with other platforms, such as Airbase, various banks, Rippling, etc.
The dashboard module is extremely helpful in my monthly review of various entities.
Health Reminders- for different patient needs or preventive care/screenings. For example patients who have a diagnosis of Diabetes- their health reminders will show if they need an A1c, foot exam, eye exam, etc. and when it was last performed
Orders Tracking- This helps nursing staff make notes on referrals or orders and they are able to look at the order tracking section for all patients and filter it by provider, order type, status, etc. to know what needs to be followed up on or what has been completed and so forth...
Tasks- This is a nice feature that has many different options for use. It can be used internally to send a quick message to another user, a phone message, billing message, and any task gives you the option to make it "patient related" if necessary. It can be used by the providers when they make an order they can then send it to the nurse to complete. Lots of different ways for Tasks to be used
Sometimes, Intergy tends to crash on occasion, which is understandable.
Also, when checking for insurance eligibility, sometimes Intergy will not accept a specific insurance card and I have to call up the insurance to make sure the patient is eligible for coverage. It would be nice if more types of insurances could be added.
When creating recalls for patients to remind them to visit, sometimes the system does not cooperate properly.
Sage Intacct is continuously evolving and increasing it's functionalities. I am excited to attend conferences to learn what is in the roadmap for future releases. Additionally, using Sage Intacct allows me grow as a professional, I am really enjoy the knowledge that I have within the product to be able to share my experiences.
The ease of use as a seasoned user is wonderful; however, new users struggle to adapt to the program efficiently. Better training videos--all in one location--would be beneficial. The use of a "sandbox" environment is a great tool for new employees or for the fiscal department to test certain journal entries or other transactions to verify accuracy of data.
There has only been one occurrence where Sage Intacct was not available to me, however I had already been working a number of hours trying to get a project completed. It honestly allowed me to step back and take a much needed break.
As fas as integration is concerned I don't feel this slows Sage Intacct down at all. However, sometimes I do feel it takes some larger reports more time to load due to all the detail. As well as, I "move very fast" in my motions so sometimes I double click on fuctions too quickly and the system seems to think that I have a duplicate request.
Only a few times have we had to reach out to support, and every time we did, we received a relatively quick response and a solution was found fairly quickly. Only once was there an issue that took longer than a week to resolve, but it still did eventually get solved.
Usually they are very helpful. I would prefer they do some of the actual changes I am requesting instead of having me do the work. I feel that they could walk you through it, instead of letting you figure out the desired results on your own.
I have taken in person training classes at several of the annual Sage Intacct user conferences. It is very interactive and the trainers are very easy to follow and understand. They are great at getting everyone in the class involved. They also make sure everyone has learned to task before moving to a new one.
The free training is very minimal. For what we pay for the service, I would like more training. We end up training new users in-house because the provided free training is not nearly comprehensive enough. That being said, the training provided, for the material covered, was adequate and relevant for the given topics.
I would not use a thrid party administrator to implement your system, especially if you are going to be modifying the system at all. Use Intacct implementors as they will be able to better support you on any issues that come up after you go live.
Sage Intacct has most of the best features but doesn't have things integrated that I don't need/use. It's very module based so you can add/remove modules as you need to. It's very scalable as well so as I add entities, there's not an incremental software cost like there would be with QuickBooks and it's less expensive than Oracle.
We moved from Intergy to athenaCollector and athenaClinicals. Athena is cloud-based, meaning we can access it from any location that has internet. My staff misses the ease of scheduling in Intergy, but the accountability of users' productivity is amazing. We had more control over document classification with Intergy, but sometimes that's a double-edged sword. When some people label a document "MRI-Lumbar spine" and others call it "Lumbar Spine MRI," there is some redundancy and sometimes important documents get missed.
Positive - It runs better than our old software when we all work together, rather than having to sign off on each other and deal with syncing issues.
Negative - It's not as easy to go back to fix an amount, a date, etc. Sometimes, a very small mistake needs to be corrected by voiding and redoing the entire transaction.
We can successfully sync other software we use with Intacct! It reduces workload when things are automated.
