Behavioral Health / Human ServicesSourced
Case Study: Advocates cuts daily billing workload with Smartsheet
Advocates Case StudySourced & dated by Case Study Desk
Key results
The challenge
Advocates, a human services nonprofit serving 45,000 people annually, processed billing requests manually, creating a heavy daily workload for a small revenue-cycle team. The team needed to distribute and track billing work more efficiently.
The solution
Advocates used Smartsheet to centralize and automate billing-request intake and tracking, giving the team a shared view to distribute work and hold contributors accountable.
“Smartsheet lets me hold people accountable and ensure work is evenly distributed. Ultimately, it keeps everything organized.”
LCLisa CuddyRevenue Cycle Manager, Advocates
The results, in context
The four-person team saved more than 15 hours per day collectively, with each person saving an estimated 3 to 4 hours daily. The workflow improved organization and accountability across billing operations.
Products used
Smartsheet Smartsheet