Case Study: Advocates reduces billing workload and saves hours daily with Smartsheet

Advocates saves 15+ hours daily with Smartsheet

Advocates, a comprehensive community-based nonprofit provider, faced a challenge with a fragmented email-based system for processing billing updates, which led to overlooked requests, lost revenue, and clinicians spending time on administrative work instead of patient care. They partnered with Smartsheet to implement a centralized solution using its forms, intake, and automation capabilities.

By implementing Smartsheet, Advocates replaced its email process with an automated request tracker that logs, assigns, and tracks each inquiry. This solution provided real-time visibility through dashboards and saved the billing team an estimated three to four hours per person daily, allowing clinicians to focus more on therapy and significantly improving operational efficiency for the nonprofit.

Advocates