NexInfo _ Healthcare Webinar

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Healthcare Reporting with Oracle Cloud
12-12-2024
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Speakers
Webinar Speaker Prakash and Albert Oracle EPM
and ERP Sr. Consultants, NexInfo (Oracle Cloud
Implementation Partner) Experience
Specialist with experience in leading Oracle
Healthcare cloud Implementation Projects across a
wide variety of healthcare companies.
Recommending industry best practices
implementing  Business Optimization initiatives
for Healthcare Customers across industry domain.
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Agenda 45 Minutes

• Oracle
• (7 Min 30 Sec - Jaime)

1
Trilogy Use Case for Oracle EPM and ERP (7 Min
30 Sec - Joe)
2
Oracle ERP GL Inquiry Exception Management -
Transactional Flexibility (15 Min Albert)
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4
Oracle EPM/Planning and Budgeting Income
Statement, Balance Sheet, Cash Flow (15 Min
Prakash)
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Oracle (7 minute 30 Sec)
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INNOVATION

• CUSTOMER FIRST MINDSET

8B annual investment
98 roadmap delivered
100s new features released quarterly
COMMUNITY
323K activemembers
80 customer-sourced features
100 dedicatedcustomer support
RECOGNITION
LEADER Gartner MQ, ERP
LEADER Gartner MQ,Financial Planning
220 Modern Best Practices
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• ORACLE BUILT A COMPLETE SAAS SOLUTION GROUND UP

One Platform
One Modern User Experience
One Secure Unified Data Model
Easy Integrations
Universal Reporting Analytics
Accessible Emerging Tech
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Agenda 45 Minutes

• Oracle
• (7 Min 30 Sec Jaime)

1
Trilogy Use Case for Oracle EPM and ERP (7 Min
30 Sec Joe)
2
Oracle ERP GL Inquiry Exception Management -
Transactional Flexibility (15 Min Albert)
3
4
Oracle EPM/Planning and Budgeting Income
Statement, Balance Sheet, Cash Flow (15 Min
Prakash)
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About Trilogy Health Services
Trilogy Health Services was founded in December
1997 and is dedicated to being the Best
Healthcare Company in the Midwest by providing
exceptional, comprehensive care to seniors in our
living communities.

To be the Best Healthcare Company in the Midwest
through employee and resident satisfaction,
environmentally friendly communities, socially
conscious decisions, and transparent business
practices
Highlights

• Long Term Care, Assisted Living, and Independent
  Living health care campuses. Pharmaceutical,
  Dialysis, Lab and Rehab ancillary services.
• Over 130 senior living communities throughout
  five states including Indiana, Ohio, Kentucky,
  Michigan and Wisconsin.
• The company is honored to provide over 10,000
  seniors world-class clinical support, innovative
  lifestyle programs and a culture built on the
  tenets of servant leadership and hospitality.

• Employs over 14k employees
• A certified Great Place to Work
• Glassdoors Top 100 Best Places to work
• Named one of FORTUNEs Best Places to Work in
  Aging Services
• Best of the Best in Senior Living by
  SeniorAdvisor.com
• National Quality Awards from the American Health
  Care Association and National Center for Assisted
  Living

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Senior Living Health Care Business Drivers

• Pain Points
• Multiple accounting and reporting platforms
  supporting accounting and reporting
• Multiple legal entities
• Multiple reporting customers and needs
• GAAP Financial Statement
• Investor Reporting (REIT)
• Lenders Reporting (HUD / Bankers)
• Statutory Reporting (IGT reporting, driven by
  State Sponsored Programs)
• Audit Reporting
• Statistical Reporting (Census, Available Beds,
  etc.)
• Management Reporting ( Legal Entity Managed vs
  Owned)
• Operational Reporting
• Resolution
• Migrated from 6 accounting platforms to Fusion
  Cloud
• Utilize intercompany functionality within Fusion
• Standardized reporting within Fusion and EPM for
  reporting
• Expanded reporting to operations with Census
  Adjusted Budget process

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Why Fusion Cloud ?

• Replacement of accounting suite with
  Best-in-class cloud-based ERP system
• Application that provides flexibility to
  scale-up/scale-down per business need. With
  flexibility to onboard more processes.
• The value of Cloud implementation depends on the
  journey and desired outcome

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Agenda 45 Minutes

• Oracle
• (7 Min 30 Sec Jaime)

1
Trilogy Use Case for Oracle EPM and ERP (7 Min
30 Sec Joe)
2
Oracle ERP GL Inquiry Exception Management -
Transactional Flexibility (15 Min Albert)
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4
Oracle EPM/Planning and Budgeting Income
Statement, Balance Sheet, Cash Flow (15 Min
Prakash)
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General Ledger Flexibility, Inquiry and Exception
Management

• Pain points
• Tracking critical account balances in real time
• Lacking flexibility in GL to track activity
  across complex recording combinations to meet
  analytical and compliance needs (EG. Legal
  Entities, Business Units, Departments, Lines of
  Business, Accounts, Statistical Information)
• No real time notifications when pre-set GL
  combination balances are reached or the ability
  to rapidly unearth underlying source transactions
• Resolution
• Flexible GL Structure to mold to business
  recording needs
• Set it and forget it notification parameters
  that present to dashboard when GL balances are
  reached (includes multi dimension tracking
  flexibility Accounting periods, Multi Books)
• Drill into GL balances and pivot across segments
  and dimensions with real time drill down

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Transactional Flexibility, Automated Intelligent
Accounting

• Pain points
• One Entity cannot process vendor bills on behalf
  of multiple entities
• One Entity cannot process AR Invoices with
  services posting to multiple entities
• Cannot adjust patient billing without processing
  arduous accounting documents such as credit memos
• Lack rapid inquiry to vendor and customer
  activity
• Resolution
• Ability to code a single vendor bill to multiple
  entities at the line level, intercompany
  accounting automates behind the scenes
• Ability to code multiple services in a single AR
  transaction (invoice) with revenue posting to
  various entities and automated intercompany
  accounting
• Quickly pivot to patient billing records and make
  intuitive billing adjustments, add notes with
  automated accounting to record the adjustments

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Agenda 45 Minutes

• Oracle
• (7 Min 30 Sec Jaime)

1
Trilogy Use Case for Oracle EPM and ERP (7 Min
30 Sec Joe)
2
Oracle ERP GL Inquiry Exception Management -
Transactional Flexibility (15 Min Albert)
3
4
Oracle EPM/Planning and Budgeting Income
Statement, Balance Sheet, Cash Flow (15 Min
Prakash)
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Oracle Enterprise Performance Management (EPM)
Cloud Offering
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Financial Planning Process Overview
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What is Census Adjusted Planning?
Census adjusted planning is a process of planning
that considers the latest census data. This data
can be used to help organizations make better
decisions about resource allocation, staffing,
and operations.

• Improved accuracy Helps organization to more
  accurately predict future demand for services.
• Increased efficiency Helps in identifying areas
  where they can improve efficiency. For example,
  organizations may be able to reduce costs by
  consolidating underutilized facilities.
• Enhanced decision-making Census data can help
  organization to make better decisions about
  resource allocation, staffing, and operations.

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General Ledger Flexibility, Inquiry and Exception
Management

• Pain points
• Fragmented Data Sources Integrating census data
  with financial and operational data manually is
  labor-intensive.
• Time-Consuming Significant effort is required to
  consolidate census data across multiple
  spreadsheets or systems.
• Regulatory Requirements Struggling to meet
  compliance standards when census data adjustments
  are not accurately reflected in the budget.
• Resolution
• Accuracy and compliance The integrated system
  ensures data consistency, version control, and
  audit trails, promoting accuracy and compliance
  with regulations.
• Real-time insights Cloud Fusion provides
  real-time monitoring and analysis of key
  performance indicators (KPIs) and financial
  metrics.
• Timely decision-making The availability of
  up-to-date information enables informed decisions
  and timely corrective actions.

Fusion on Demand provides a comprehensive report
comparing the adjusted budget to invoices and
other open purchase orders by period. The report
ensures accurate financial monitoring and helps
identify discrepancies or potential issues.
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Crosswalk Mapping and Process Flow
Attributes Mapping
Data Maps
Census Data
Census Adj. Budget
Financial Data
Fusion ERP
BSO Cube
ASO Cube
Staging
Reporting
Crosswalk Mapping
Budget Financials/Monthly Stats
PPD Daily Stats
PPD
CAB
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Summary Slide
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Its Poll Time
Do the Pain points weve talked about in
Accounting Finance resonate with what you are
facing? A) Yes. Spot on. B) Yes. But I have more
complex/other issues C) No. We dont face these
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2 Hour Quick Oracle Assessment
A quick 2-hour Assessment Discovery can uncover
how Oracle addresses your organizations unique
pain points.

• FAQ
• 1. How long does an assessment take?
• Just 2 hours! A focused session that fits
  seamlessly into your busy schedule.
• 2. Who conducts the assessment?
• Our expert consultants with years of experience
  in Oracle solutions will lead the session.
• 3. Who should engage from my organization?
• Your key decision-makers and stakeholders
• Finance Leaders
• IT Leaders
• 4. What will I get out of the assessment?
• Pain Point Identification Key challenges mapped
  to Oracle capabilities.
• Actionable Insights A roadmap tailored for your
  organization.
• Clarity A clear understanding of how Oracle adds
  value to your operations.
• 5. What am I committing my organization to?
• No obligation! Its a discovery session to
  explore possibilities.
• 6. How much does it cost?
• Completely free!

Bonus! Schedule Before Year-End ?? Santas Gift
Bag Awaits You! ??Schedule your discovery
session before December 31st, and Santa will send
a surprise to brighten your holidays.
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• Thank You

• www.nexinfo.com

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