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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

List of PracticePro 365 Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Alliance Hand & Physical Therapy Healthcare 50 $2M United States PracticePro 365 PracticePro 365 Medical Practice Management 2016 n/a In 2016, Alliance Hand & Physical Therapy implemented PracticePro 365 as its Medical Practice Management application. The deployment targeted front desk and revenue cycle workflows at the clinic, centralizing appointment scheduling, intake, and billing activities under PracticePro 365 for a 50 person practice in the United States. PracticePro 365 was configured to handle scheduling and modification of patient appointments, and to enforce insurance verification prior to initial evaluation. The implementation formalized financial counseling workflows so staff clearly explain benefits, financial responsibility, and billing processes to patients, and it incorporated authorization capture workflows to obtain payer approvals before treatment. Operational coverage included front office reception, billing staff, and therapy chart preparation, with daily cash handling processes such as collecting patient co payments and performing daily deposits. Charge posting and new patient demographic and billing data entry were executed into the accounting system Practice Pro, creating an integrated flow between PracticePro 365 patient management, insurance verification, authorization tracking, and the Practice Pro accounting ledger, and governance emphasized pre visit verification and a pre appointment chart preparation checklist.
Healthcare Appraisers Healthcare 10 $2M United States PracticePro 365 PracticePro 365 Medical Practice Management 2020 n/a In 2020, Healthcare Appraisers implemented PracticePro 365, deploying the PracticePro 365 Medical Practice Management application across its U.S. offices to consolidate practice management and reporting for its healthcare valuation and advisory services. The August 2020 deployment targeted core advisory workflows for the firm, aligning practice management, reporting and billing processes within a single application footprint. The implementation configured PracticePro 365 reporting capabilities, practice management workflows, and billing and time management functionality to support healthcare consulting processes. PracticePro 365 was used to standardize report creation and time capture, and to improve user engagement with structured practice management modules and configurable reporting templates. Operational integration emphasized Microsoft-integrated workflows, enabling document and workflow continuity between PracticePro 365 and the firm’s Microsoft productivity environment. The deployment covered the company’s advisory and valuation consulting functions across its offices, centralizing data used for client reports, timekeeping and invoicing. Governance focused on embedding PracticePro 365 into existing consulting processes and on using the application’s reporting to drive consistent deliverables. The vendor noted that the August 2020 implementation improved reporting ability, user engagement and billing and time management, and highlighted increased efficiency and easier report creation as primary benefits.
Macias Gini & O'Connell Professional Services 220 $25M United States PracticePro 365 PracticePro 365 Medical Practice Management 2022 n/a In 2022, Macias Gini & O'Connell selected PracticePro 365 to centralize CRM, billing, project management and analytics across its national practice and streamline the client lifecycle. PracticePro 365, categorized as Medical Practice Management, was configured to consolidate client records, engagement workflows and financial charging across the firm's United States operations. The deployment emphasized CRM, billing and reporting capabilities, with project management and analytics modules activated to support engagement tracking and financial reporting. PracticePro 365 configurations applied standardized billing workflows and automated invoice generation to accelerate billing cycles while centralizing reporting for fee recognition and collections visibility. The engagement focused on CRM, billing and reporting processes within the United States, with selection occurring in April 2022 and rollout targeted at the firm’s national practice. Governance changes included centralized data stewardship and standardized client lifecycle workflows to improve visibility across practice groups. As described in the vendor case study, the initiative aimed to accelerate billing, improve visibility and support revenue growth.
Professional Services 60 $9M United States PracticePro 365 PracticePro 365 Medical Practice Management 2019 n/a
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