Case Study: PatientNow streamlines billing and improves financial visibility with Stax Bill

PatientNow migrates 4,500 customers to Stax Bill

PatientNow, a provider of software solutions for the aesthetics and wellness industry, faced significant billing challenges. After several acquisitions, they were using three different billing systems (NetSuite, Zoho, and Recurly), which led to inefficient data consolidation, difficult customer purchase management, and complex contract handling. Their manual processes in NetSuite lacked automation, provided limited data for analysis, and could not scale to support their growing customer base. Seeking to improve automation and data management, PatientNow decided to partner with Stax Bill.

Implementing Stax Bill provided PatientNow with automated billing processes, improved financial reporting, and enhanced cash flow forecasting. The solution streamlined their accounts receivable management and offered efficient customer management features. As a result, PatientNow successfully migrated 4,500 customers from the three legacy platforms onto the Stax Bill platform. This transition standardized their billing date and introduced beneficial parent-child account relationships, leading to positive customer feedback on invoice clarity and history. Stax Bill enabled PatientNow to achieve greater operational efficiency and solidify its position as an industry leader.

PatientNow