Complete the quiz and be eligible to win a $250 Amazon Gift Card!

If you have been through an ERP implementation recently, take this 2-minute quiz* to find out if you are getting the most out of your technology investment!

Qualified responses will be eligible for a $250 Amazon Gift Card. Drawing to be held on October 15, 2023.  Winner will be notified by email.

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* Contemporary ERP solutions come with features in the Global Ledger set up that allows users to define and organize financial data for reporting and analysis purposes. 

Do you use key Dimensions (beyond those required) to accommodate strategic reporting for Project, Business Unit, Service Line, Provider, or Location?

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* The Vendor Master is the central database that stores key vendor details such as vendor name, address, contact information, payment terms, and banking details.

Have you configured complete Vendor records including: Account #, Tax ID, Vendor Bank Info (for electronic payment), Payment Terms, Contact Info, Parent/Child Relationships for multiple vendors with the same Tax ID, Remit to/Purchase From locations, etc.?

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* Do you route journal entries electronically for approval prior to posting?

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* Do you currently use an OCR tool for scanning invoices and other documents in your organization?

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* Do you track assets within your ERP solution requiring: Date in Service, Expiration Dates, Location, Division, etc.?

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* Are you currently using an electronic bank reconciliation process to import the bank payment data and reconcile payments that were issued and have cleared?

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* Do you have an easy-to-use ad-hoc reporting tool to create financial reports outside of the Balance Sheet, Trial Balance, etc.? (For example, reports for Department Managers)

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* How often is the Charge Data Master in the EMR updated with current pricing from your suppliers?

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* When it comes to managing Supply Chain costs, the Item Master feature in your ERP solution includes information about all the items or products that a company buys and uses across the health system from medical supplies to office supplies.

Have you completed all attributes such as defining: Units of Measure, Classes and Codes, Clinical Use and Codes, Substitution Items, etc.?

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* Having a Contract Management solution helps organizations manage and streamline the entire contract lifecycle. It provides tools and functionalities to create, negotiate, track, and enforce contracts, ensuring compliance and reducing risk.

Within Supply Chain Management processes, have you established contracts for manufacturers and distributors in addition to the required supplier contracts?

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* Do you have an automated interface with your GPO/Suppliers to receive frequent contract updates for items, pricing, etc.?

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* Have you adopted (and are using) the ANSI Units of Measure standard coding within your ERP/EMR?

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* Does your organization require an electronic Requisition approval for ALL purchases?

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* Does your organization require a Purchase Order for ALL purchases of supplies and services?

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* Do you require a separate approval for invoices with an assigned Purchase Order number?

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* Do you route all invoices electronically for approval?

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* Are you using all of the  available EDI Transaction sets? (Such as: 850 - Purchase Order, 855 - Acknowledgement of Purchase Order, 856 - Advanced Ship Notice, 810 - Electronic Invoice, 832 - Vendor Catalog. (If not using all available noted here, select NO)

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* Are your vendors and suppliers able to electronically communicate with your organization through a self-service type portal?

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* How is your healthcare organization managing product recalls?

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* Does your organization utilize an electronic tool for managing RFP's, bids and other contract awards? (If you manage this process manually, select no.)

 
 50% of survey complete.

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