Connect and empower your financial team
As technology continues to advance, so does the need for interoperability. Healthcare providers need a financial system capable of adapting and connecting as they continue to evolve their tech stack. We can help.
Why Wipfli?
Wipfli’s digital team works with you to select and implement the latest solutions, optimize financial system design and improve integration.
We start with strategy, looking at your existing tools and processes to understand where the right system can help you grow. Then we customize solutions to your needs and provide ongoing support for enhancements so that you can take full advantage of your investments.
How we help you
Wipfli’s digital team can help you continue to maximize the benefits of your electronic health record (EHR) solution. We help you identify untapped opportunities to use your system to increase efficiencies. We also provide training services to help ensure that your staff understands key workarounds and capabilities.
Wipfli can help your organization gain real-time access to crucial financial data from across your organization, and in individual facilities, with Sage Intacct. We not only help you implement the solutions you need but also assist with training and adoption, integration and optimization.
And with Wipfli, you no longer need to worry about moving GL data from your EHR/EMR to Sage Intacct’s accounting system. Our EMRConnect solution gives you seamless, flexible integration that supports automation, reduces manual errors and streamlines your processes.
As a Microsoft CSP Direct partner, Wipfli can help your organization implement solutions in the Microsoft Dynamics 365 suite. This technology connects your financials, service and operations — giving you a fuller picture of your organization, as well as easier access to dashboards, analytics and forecasts that help you make the right decisions about growth and patient care.
Wipfli also provides support and managed cloud services with Microsoft Azure. Azure helps ensure your infrastructure and data are ready to support your growing technology needs. We assist with data modernization, including data governance, so that you get powerful analytics and can take advantage of the latest innovations, including AI and machine learning.
Wipfli can help your organization get started with Oracle NetSuite faster, giving you on-demand access to powerful analytics, reports and KPIs you can use to grow your organization. Our experienced team works with you to provide expedited implementation while still ensuring proper change management and adoption.
Meet patient expectations for a more connected, convenient experience with Salesforce. Wipfli offers a range of implementation and consulting services so that you can transform the way you communicate with patients on everything from appointment availability to visit follow-up.
We can help you tailor a solution to the unique challenges of your organization, helping you with planning, preparing your data, and training and support.
Our team
Lindan D. Elliott, CPA, CISA
Lindan is devoted to helping customers achieve their finance transformation objectives and realize the full potential of modern business systems and processes. He assists CFOs through the full accounting system and process life cycle, including business process and technology assessments, roadmap creation and accounting software deployment, training and ongoing support.
Sara Circosta
Sara Circosta is senior business developer with over 10 years of experience in technology and financial services. She is responsible for business development for our Wipfli Digital team, with a focus on financial services. She has worked with companies to transform their marketing, sales, and operations functions while focusing on the transformation from traditional to digital by leveraging technology and data. Sara specializes in understanding client needs to deliver services designed to achieve 100% user adoption and deliver measurable returns for clients.
David Hersch, MBA
David Hersch is a senior manager with more than 20 years of experience in the healthcare industry. He has working experience of all three sides of the business: vendor, client, and advisory. David has worked with a variety of healthcare organizations, including large integrated health systems, ambulatory clinics, critical access hospitals and managed care organizations. In addition, he comes to Wipfli directly from Cerner with six years of project management experience. As a member of Wipfli’s healthcare consulting team, David is focused on electronic health record (EHR) system selections and project management for healthcare clients.
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