Caprock Home Health Services Upgrades to Sage 300 ERP to Manage Accounting Needs

June 03, 2013

IRVINE, Calif. (June 3, 2013) – Sage North America announced today that Caprock Home Health Services is building on its successful relationship with Sage by choosing Sage 300 ERP to manage its accounting needs. Lubbock, Texas-based Caprock needed a robust financial accounting application capable of handling its multiple locations and myriad of programs. Given the company’s complex set of demands, Caprock selected Sage 300 ERP.

"We had been using Sage Pro ERP since 1999, and while it has served us well, we had outgrown it. Sage 300 ERP delivers all that we were looking for, and the price was very competitive," said Carolyn Bigham, accounting manager for Caprock.

Working with a Sage ERP business partner, Caprock transferred years of historical data from Sage Pro to Caprock’s new Sage 300 ERP system, configuring an import utility to transfer data from the company’s medical business software into its accounting application.

"Before, we had to create manual journal entries to bring in this data. It was time-consuming and did not support the level of detail we need for financial reporting," said Bigham. "Now it is an automated process that saves us a lot of time and effort."

With 12 locations and 30 programs, Caprock’s financial reporting requirements are complex and extensive. One of the company’s crucial needs is the ability to slice and dice the data in various ways.

"For example, we might want to look at a single program across all locations or all programs in a single location," says Bigham. "We couldn’t achieve this in our old software, so we relied on spreadsheets. With the capabilities inherent in Sage 300 ERP and our partner’s expertise, we can now print all of the reports we need directly from the software."

Additionally, Caprock utilizes the Sage 300 ERP payroll module to pay its more than 2,000 employees. Hours, location, program and task data from the medical billing software are imported into the payroll module, where checks are generated.

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Melody Chalaban
Sage North America