[ CLIENT SUCCESS ]

Team Select Home Care: Scaling 6,000+ Employees with Financial Visibility

Industry

Healthcare

Solution

Financial & Operational Systems

Client Since

2018

About Team Select Home Care

Team Select Home Care is one of the nation’s top-performing home health agencies. The organization consistently receives industry accolades for the quality of its services and workplace culture. Team Select has grown quickly — organically and through acquisitions — and now has more than 6,000 employees and is licensed to operate in a dozen states.

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“BT Partners is a great resource for Team Select. It’s clear that they have experience working with companies in the healthcare sector — they understand how we operate and always take best practice approaches to solve our challenges.”

Ryan Press

Accounting Manager, Team Select Home Care

The challenge

For years, the organization made do with QuickBooks as its accounting application. However, as Team Select grew and its operations became increasingly complex, QuickBooks simply couldn’t keep up. “It’s fine for small companies,” says Ryan Press, Team Select’s Accounting Manager, “but we’re no longer a small company. We need financial tools that can scale with us as we grow and change.”

When Ryan joined Team Select, the organization had recently transitioned from QuickBooks to Sage Intacct. “When I see how well Sage Intacct works for us, I cannot even imagine trying to do this with QuickBooks,” notes Ryan. “Sage Intacct is ideal healthcare accounting software for growth-minded companies like ours.”

Why BT Partners?

BT Partners supported Team Select during and after their transition from QuickBooks to Sage Intacct. They were chosen for their healthcare industry experience, best-practice approach, and deep knowledge of Sage Intacct.

The company values BT Partners as a trusted advisor who understands their operational realities and provides quick, insightful guidance.

Press notes, “BT Partners is a great resource for Team Select. It’s clear that they have experience working with companies in the healthcare sector — they understand how we operate and always take best practice approaches to solve our challenges.”

The solution

BT Partners configured role-based dashboards for Team Select’s various users. The dashboards display the daily and monthly metrics users need to perform their jobs. Ryan’s dashboard, for example, shows revenues and margin, a graph depicting administrative costs over a rolling six-month period, marketing and overhead expenses as a percentage of revenue, and budget data.

“It’s my go-to spot for an instant, up-to-date view of how we’re doing,” says Ryan. “By monitoring this data, we’re better able to spot trends, identify opportunities, or catch potential missteps.”

Results & business impact

The vast majority of Team Select’s workforce consists of its caregivers — thousands of individuals who work tirelessly to provide compassionate care in individuals’ homes. The caregivers range from home health aides to registered nurses to physicians.

Unsurprisingly, payroll is the company’s single largest expense. To maximize the productivity of each of its caregivers, Team Select tracks and analyzes various healthcare accounting metrics, including the number of visits and home health admissions.

“Most people are aware that there’s a nursing shortage in the U.S.,” Ryan explains. “That puts nurses in high demand, meaning we must successfully manage wage pressure to attract and retain quality caregivers. The custom reports BT Partners configured for us provide the detailed cost and productivity information we need to make strategic compensation decisions so we can attract and retain the best.”

Facing similar challenges?

Talk to a BT Partners advisor

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How can we assist you?

As the technology and performance enablement arm of Miller Cooper, BT Partners helps mid-market organizations drive business performance by combining strategic insight with technology that delivers clarity, visibility, and measurable results.

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[ Client Success ]

Team Select Home Care: Scaling 6,000+ Employees with Financial Visibility

Industry Healthcare

Solution Financial & Operational Systems

Client Since 2018

About Team Select Home Care

“BT Partners is a great resource for Team Select. It’s clear that they have experience working with companies in the healthcare sector — they understand how we operate and always take best practice approaches to solve our challenges.”

Ryan Press
Accounting Manager, Team Select Home Care

The Challenge

Why BT Partners?

The company values BT Partners as a trusted advisor who understands their operational realities and provides quick, insightful guidance.

The Solution

Facing similar challenges?

Talk to a BT Partners advisor.