How Otterz Transformed a Multi-Location Healthcare Group’s Finances
The Challenge
This multi-location healthcare group was expanding quickly — but behind the growth, their financial systems were breaking.
With patient billing, insurance claims, reimbursements, and payments coming from different systems (EHR, billing software, payer portals, and bank feeds), their books were constantly out of sync. Claims were denied due to mismatched data, reimbursements went untracked, and month-end close dragged on for weeks.
Meanwhile, their finance team was overwhelmed by manual reconciliation, error-fixing, and compliance paperwork. The accounting firm they previously worked with charged premium fees but delivered delayed reports, inconsistent data, and zero healthcare-specific insight.
Financial decisions were based on outdated numbers — and compliance audits felt like a yearly emergency.
The Solution
Otterz stepped in with a clear mission — bring automation, accuracy, and healthcare-grade compliance into their financial operations.
Here’s how we transformed their workflow:
EHR & Billing Automation
Integrated EHR, billing systems, and payment processors into a unified workflow for real-time claim and reimbursement tracking.
Error-Free Patient & Insurance Reconciliation
Automated data matching eliminated denied claims caused by mismatches, missing entries, and duplicate records.
Multi-Entity Consolidation
Standardized chart of accounts across 3 locations and built a single dashboard showing P&L, cash flow, and department performance.
Compliance & Audit Control
Automated grant reporting, regulatory documentation, and audit-ready financial trails — ensuring full federal and state compliance.
AI-Driven Insights
Nyra, our AI Accountant, delivered real-time alerts on claim discrepancies, reimbursement delays, and department profitability.
The Results
42% reduction in denied insurance claims
Cleaner data and automated matching improved reimbursement accuracy.
180+ monthly hours saved in admin & reconciliation tasks
Automation replaced manual workload.
Month-end close dropped from 21 days to just 7
Consistent, real-time reporting across all locations.
Instant visibility into financial health across all departments
From claims to cash flow — every number became accessible.
Stress-free compliance and audit readiness
Accurate, complete documentation available at all times.
Today, this healthcare group runs with accuracy and confidence. Their leadership can see every claim, every reimbursement, and every department’s performance — all in real time. All powered by Otterz.
What our client
is saying
“Otterz brought clarity and control into our financial operations. For the first time, our billing, claims, and reports are perfectly aligned. Month-end close is smooth, compliance is stress-free, and we finally have the visibility we need to grow with confidence.”
