Our Work TwelveStone Health Partners
Custom Software · Automation

Automating Invoice Processing
TwelveStone Health Partners

Industry Infusion Pharmacy
Solution Custom Software + Automation
Locations 22 Across 5 States
Success Rate 99.6% Automated Uploads
99.6%
Automated processing success rate
2 FTE
Worth of manual work automated
22
Locations across 5 states

The Problem with Manual Invoice Entry

TwelveStone Health Partners is a specialty infusion pharmacy operating 22 locations across five states, working directly with patients, physicians, hospitals, long-term care facilities, hospices, and specialty clinics to manage chronic care medications including specialty-infused treatments.

With an extensive formulary of drugs ranging significantly in cost and volume across multiple vendors, the accurate and timely processing of drug invoices was critical to the business. But manually entering those invoices into their accounting software required two full-time employees, consuming resources that could be better spent on higher-value work.

TwelveStone chose Optu Consulting because we deeply understood their business operations and needs. Our team worked with the accounting department and key stakeholders to map the workflow, identify the pain points, and build a solution that would eliminate the manual burden entirely.

Volume, Accuracy, and Resource Constraints

The core challenge was straightforward but significant: the volume of incoming drug invoices from multiple vendors was too high to process manually at the speed and accuracy the business required. Specifically, TwelveStone faced:

  • Two Full-Time EmployeesDedicated solely to invoice data entry, a significant cost in both payroll and opportunity.
  • Multiple VendorsEach with their own file formats and data structures, making a unified process difficult to manage manually.
  • High Accuracy RequirementsWith drugs ranging widely in cost, invoicing errors had real financial consequences.
  • Limited BandwidthThe accounting team had no room for strategic work while routine entry consumed their day.

Custom Software That Handles It All

Optu built custom software that automates the entire invoice intake and posting process, from retrieval to accounting system entry. The solution was designed to handle TwelveStone's specific vendors, data formats, and business rules with no manual intervention required.

The solution follows a structured, automated workflow:

1
Automated Invoice Retrieval The system routinely retrieves electronic invoice files from multiple vendors on a scheduled basis, no manual download required.
2
Intelligent Data Parsing Each vendor's file format is parsed and mapped to extract the relevant data fields accurately, regardless of format differences across vendors.
3
Data Mapping Location-level and account-level details are automatically assigned during bill creation, ensuring each invoice posts to the right place.
4
Automatic Posting Parsed invoices are automatically posted to TwelveStone's accounting software, eliminating manual entry entirely.
5
Error Detection The system flags potential errors before posting, giving the team time to review and correct issues rather than chase them after the fact.

The implementation process was seamless. The Optu team worked closely with TwelveStone, making revisions along the way to ensure the system met all requirements. Unlike previous vendor relationships where TwelveStone had to wait for external support, Optu provided quick and effective assistance whenever needed.

What Changed for the Organization

Time Savings & Operational Efficiency
Employees freed from routine data entry to focus on higher-value, strategic work, helping TwelveStone scale operations without adding headcount.
Reduced Error Rates
Automated error detection catches issues before posting, preventing costly accounting problems down the line.
Efficient Uploading Process
The new system automatically uploads invoices directly into the pharmacy management system with a 99.6% success rate, no manual steps required.

Measurable Impact from Day One

Since deployment, TwelveStone has seen a dramatic reduction in the manual effort required to manage drug invoices across all 22 locations.

99.6%
Automated upload success rate
2 FTE
Full-time equivalent work automated
22 Locations
Across 5 states, fully integrated with automated invoice processing

By choosing Optu Consulting, TwelveStone successfully automated their invoice processing system, improving efficiency, reducing errors, and significantly reducing the time their team spent on manual processes. This project is a prime example of how understanding a client's unique business needs leads to innovative and effective solutions.

In Their Own Words

"Optu's quick support and deep understanding of our business were instrumental in the success of this project. Their automation solution saved us significant time by reducing manual processes and led to substantial cost savings by allowing our staff to focus on more strategic tasks. We highly recommend Optu to others in the industry."
Tammy Greer, Director of Finance, TwelveStone Health Partners