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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CareLogic EHR
Score 10.0 out of 10
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Qualifacts, headquartered in Nashville, is the developer of the CareLogic enterprise electronic health record system. CareLogic provides scheduling, documentation, billing and reporting designed specifically for behavioral health and human services organizations across the United States.
Sage Intacct is well suited for organizations that have outgrown a basic accounting system and need real integrations, better reporting, and the ability to centralize financial operations without significantly adding headcount. For us specifically, it was the right fit because we needed to connect multiple systems, bring invoicing in house, and give leadership real time visibility into our financials. It works particularly well for small but complex finance teams that need the system to absorb work rather than create it. The system is powerful but it requires someone who understands accounting well enough to configure and maintain it properly. It is also worth noting that some of the more advanced features, like bank feeds and certain automation capabilities, can be harder to fully utilize depending on your banking relationships and technical setup.
Carelogic EHR, by Qualifacts is the second scheduling software my company has used, and so long as there are no unfortunate changes it will be our last. It is user friendly, meaning that it is easy to train employees in, and is well organized. The simple interface takes out much of the guess work.
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.
It is difficult to obtain information from CareLogic for use in customized reports if the user is not familiar with building reports in Pentaho.
Rather than having the capability to transmit electronic prescriptions on its own, CareLogic relies on an external program to do so. Prescribers must exit out of the document they are in so that they can access the external electronic prescription system. This system has an additional cost. It would be nice if it could be an all in one system.
While the company is usually eager to respond to customer needs, something always seems to be broken or need updating in regards to functionality. This may be a function of our agency's location and the unusual needs we have due to our state mandates, but it is tiring to always have to worry about a workaround.
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.
The rating of "3" represents CareLogic's quick loading of pages, however, the reports are super slow and there is no progress bar or notification to let you know if a report is running or not. I've let a report run for an hour before only to find out that the interface never registered my click to run the report.
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.
The customer support at Qualifacts is great. When you have an issue you can submit a ticket to support and they're on top of getting things straightened out and always available by phone as well. The struggle with the overall support is it doesn't seem like the needs of the users are heard. When you ask for what should be a simple fix or something that seems the system is missing, it gets labeled an Enhancement Request which is where requests go to pasture.
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 was selected as the best fit for our core financial management needs, reporting requirements, and finance team operating model. Sage Intacct’s dimensional model was a major factor. It allowed us to report by department, entity, business unit, customer, vendor, project, or other dimensions without creating an overly complex chart of accounts. The approval workflows, transaction history, supporting documentation, and reporting structure helped strengthen financial controls.
CareLogic is more a affordable that other competitors. CareLogic takes less time to understand and incorporate. I would say that it has its limitations and is not as intuitive. There is a lot of clicking back and forth between functions and can be annoying. There is also sometimes loss of data. If something goes wrong in the program there is no backup- this may be something that can be added, but my company has chosen not to
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.
