Healthcare · Work
From printed checks to a bank-ready AP path
A nephrology group with 14 offices, 46 affiliated dialysis centers, and 68 physicians was running NetSuite on top of manual payments, Excel refunds, and printed checks.
Eastern Nephrology Associates
What was going on
Eastern Nephrology Associates provides nephrology and multisite physician services across eastern North Carolina and northeastern South Carolina. NetSuite already held financials, ARM, fixed assets, and AP/AR, with five integrations. Payment operations had not caught up: duplicate reimbursement entry, weak segregation of duties, and patient refunds that started as Excel extracts from Epic/Acumen.
The challenge
- Manual patient refunds from Epic/Acumen via Excel, new payees, and printed checks
- Staff populated bank templates and then re-entered the same transactions in NetSuite
- Vendor creation, banking-detail changes, and payment files lacked formal review
- No automated statement import and continued reliance on printed checks
Vendor and bank-detail approvals, native NACHA, First Citizens Link, and a refund path that no longer required re-keying Epic extracts.
- Vendor creation and bank-detail approval workflows, with segregation of duties
- Payment-file approval controls and user guides
- Native NACHA configuration and a secure SFTP path with First Citizens Bank
- First Citizens Link / FiSPAN SuiteApp, token-based access, and a successful sandbox test payment
- Epic-to-NetSuite refund workflow design; estimate reduced from 41 to 35 hours by pivoting away from unnecessary custom file automation
Phase 1 · Feb–Jun 2026
Banking bundle, approvals, and NACHA path completed.
Hypercare
Post go-live support for the banking bundle, with Salora coordinating finance, First Citizens treasury, and Acumen/Epic support.
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