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Chartis Financial Improvement Consulting Commentary
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Warren Whitford
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Financial Improvement Consulting 2023: A Look at Achieved Outcomes in a Financially Challenging Environment
Financial Improvement Consulting 2023:
A Look at Achieved Outcomes in a Financially Challenging Environment
October 2023
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Commentary Summary

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CPO/CHRO

Relationship

Chartis brought forward recommendations to streamline things that were actionable, and we decreased...

Apr 2024
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CPO/CHRO

Services

When it comes to having things tailored to our benefit, I don’t want to be overly critical, but I...

Apr 2024
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CPO/CHRO

Services

Chartis produced everything that we were looking for and more. I wouldn’t say there were any gaps....

Apr 2024
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CPO/CHRO

Relationship

I am sure that Chartis is able to do short-term things, but they generally like to have a relationship....

Apr 2024
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CPO/CHRO

Value

Engagements are expensive for the return we get. That being said, my sense is that Chartis' rates...

Apr 2024
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CPO/CHRO

Relationship

Chartis is really good at being flexible, and they are always accommodating with the scheduling piece....

Apr 2024
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CMIO

Relationship

Chartis seems to be willing to work with clients on creating a scope and scale of a project that...

Apr 2024
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CFO

Services

From a choice standpoint, Chartis tends to market themselves better than other firms. We tend to...

Jan 2024
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CFO

Relationship

There were areas where Chartis moved us forward in a pretty efficient manner. I found that to be the...

Jan 2024
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CFO

Relationship, Value

At times, I felt there were more resources from Chartis than necessary. Like any consulting firm,...

Jan 2024
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CFO

Relationship

There was one key staff member from Chartis who was experienced and personable and communicated...

Jan 2024
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VP/Other Executive

Relationship, Relationship, Services, Services, Value, Value

We have improved our clinical operations thanks to our work with Chartis.

Dec 2023
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VP/Other Executive

Relationship, Relationship

Chartis’ people were fantastic. They broke the program down in a very systematic way. We are still...

Dec 2023
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VP/Other Executive

Relationship, Relationship

Anyone would be foolish not to hire Chartis. Chartis was fantastic. They knew exactly where we were,...

Dec 2023
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VP/Other Executive

Relationship, Relationship

Our work with Chartis has been the key project for enabling our navigation program.

Dec 2023
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VP/Other Executive

Relationship, Relationship

Chartis’ team candidly spent a lot of time looking for wins in areas where we weren't necessarily...

Dec 2023
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VP/Other Executive

Loyalty, Loyalty, Operations, Operations

The final product the analytics team left us with required quite a bit of debriefing. We had to go...

Nov 2023
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VP/Other Executive

Operations, Services

Chartis did exactly what was asked of them and no more. There was a disconnect regarding the sales...

Nov 2023
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VP/Other Executive

Relationship, Relationship

We are an Epic shop, and based on Chartis' questions and data requests, it was not clear to me that...

Nov 2023
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VP/Other Executive

Relationship, Relationship, Operations, Operations

The consultants from Chartis were all professional, courteous, and easy to work with. I would work...

Nov 2023
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Director

Operations, Operations

Overall, our project with Chartis went well, and our goals were met. We were looking for both cost...

Nov 2023
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Director

Relationship, Relationship, Services

I felt like Chartis didn’t really know what they were doing in a certain area. They used their...

Nov 2023
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Director

Relationship, Relationship, Operations, Operations

We had worked with some of Chartis’ individuals before on a previous engagement with a different...

Nov 2023
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Director

Relationship, Relationship

Chartis’ team was big; there were a lot of people. When we had our executive team meetings, it was...

Nov 2023
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Director

Relationship, Value

The payment model for this engagement was much better than other models. It made everything really...

Nov 2023
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VP/Other Executive

Relationship, Relationship, Value

Over the years, I have worked with a number of consultants on different initiatives, and I have...

Oct 2023
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VP/Other Executive

Relationship, Relationship

Our account executive was very engaged. They really helped remove any barriers, and they were very...

Oct 2023
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VP/Other Executive

Relationship, Relationship, Operations, Operations

Chartis provided guidance and knowledge, and we had to provide the relationship and work with the...

Oct 2023
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VP/Other Executive

Value, Value

In terms of financial value, we are already projected to more than pay for the project. Governance...

Oct 2023
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VP/Other Executive

Relationship, Relationship

We did have very tangible things that we moved forward on with Chartis, and we were very happy with...

Oct 2023
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VP/Other Executive

Value

The outcomes we have achieved with Chartis include decreased costs and improved net revenue.

Sep 2023
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CMO

Relationship, Relationship, Value, Value

Chartis is knowledgeable and professional; they are subject matter experts and are easy to work...

Sep 2023
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CMO

Loyalty, Loyalty, Value, Value

I think Chartis could be cheaper. They are very expensive. We clearly would not have gotten our...

Sep 2023
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VP/Other Executive

Relationship

What Chartis does best is identify consultants with the right experience. The consultants are able...

Sep 2023
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VP/Other Executive

Operations

One of the projects that we worked on with Chartis was a homegrown tool, and there were a lot of...

Sep 2023
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CMO

Relationship, Relationship

I think Chartis sets expectations that may be a bit too unrealistic about what they are going to...

Sep 2023
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CEO/President

Loyalty, Relationship

The firm’s consultants are just very good at what they do. They are revenue cycle experts. They are...

Aug 2023
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CEO/President

Value

From my standpoint, I would do everything to avoid needing to use Chartis or a firm like them...

Aug 2023
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VP/Other Executive

Services, Services, Value, Value

Chartis absolutely exceeded our expectations with their speed and agility in coming in and assessing...

Aug 2023
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VP/Other Executive

Relationship, Relationship

The people we worked with from Chartis were excellent. I had the advantage of having worked with one...

Aug 2023
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VP/Other Executive

Relationship, Relationship

Chartis has been a great partner. I have worked with consultants in the past where at the end of the...

Aug 2023
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COO

Relationship, Relationship, Operations, Operations

We brought Chartis in to help us evaluate the impact in certain areas and then help us figure out...

Aug 2023
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COO

Loyalty, Loyalty, Relationship, Relationship, Operations, Operations

Even though Chartis is leaving us with many tools, we feel like we should have been able to...

Aug 2023
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COO

Relationship, Relationship, Services, Services

I would tell others that Chartis is smart and has data-driven analytics and tools to allow us to...

Aug 2023
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Manager

Relationship, Relationship, Value

Chartis' real expertise comes from their software's ability to project what could be achieved. The...

Aug 2023
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CEO/President

Relationship, Relationship

We would purchase from the firm again because they deliver; they bring talent and expertise to the...

Aug 2023
||
(0)
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CEO/President

Loyalty, Loyalty, Relationship, Relationship

We trust Chartis; we work with them, and they work with us. We meet regularly with Chartis, and...

Aug 2023
||
(0)
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CEO/President

Value, Value

Chartis is certainly not cheap. They are very expensive, but I don't see little, tiny charges being...

Aug 2023
||
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CFO

Loyalty, Loyalty, Relationship, Relationship

Chartis competes with the big thought leaders that we would normally expect in this space. We chose...

Aug 2023
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CFO

Relationship, Relationship

Chartis showed up, and the leaders who were engaged in presenting the work spoke with eloquence,...

Aug 2023
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CFO

Relationship, Relationship, Services

The results from Chartis’ work are not just showing up in our actual KPIs and performance. What is...

Aug 2023
||
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Manager

Relationship, Relationship

Chartis is well versed in working in concert with our team, so they don't suggest ideas that are...

Aug 2023
||
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CFO

Relationship, Relationship, Operations, Operations

We had other consultants before we worked with Chartis, and with those consultants, nothing changed....

Aug 2023
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CEO/President

Relationship, Relationship, Operations, Operations

When we had a project to implement new policies and controls, Chartis allowed us to achieve our...

Aug 2023
||
(0)
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CEO/President

Relationship, Relationship

The individual from Chartis that we work with thinks not only about us but also about how to...

Aug 2023
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(0)
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CEO/President

Relationship, Relationship

Chartis is in the top 10% of consultants that I deal with. They are a pleasure to work with, but...

Aug 2023
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Manager

Operations, Operations

We had a slew of ideas that we had to organize and gather, and the firm brought in additional data,...

Aug 2023
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Manager

Loyalty, Loyalty, Relationship, Relationship

Chartis is invested in us succeeding, so I think that we will continue to speak with them. After...

Aug 2023
||
(0)
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Manager

Relationship, Relationship, Services

Chartis has always kept to our meetings with them, and our group is very engaged with them. The firm...

Aug 2023
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Manager

Relationship, Relationship, Operations, Operations

I would tell a friend about the firm's 340B expertise. I know that there are more consultants in...

Aug 2023
||
(0)
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Manager

Relationship, Relationship

Chartis isn't as big as some other firms, and that could be viewed as a weakness. However, it seems...

Aug 2023
||
(0)
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COO

Relationship, Relationship, Relationship, Relationship, Operations, Operations, Operations, Operations

The principal person on our project with Chartis was very engaged and sensitive to client needs....

Aug 2023
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(0)
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COO

Loyalty, Loyalty, Value, Value, Value, Value

We are really satisfied with the things we identified. We haven't gotten our money's worth yet in...

Aug 2023
||
(0)
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COO

Relationship, Relationship, Relationship, Relationship, Operations, Operations, Operations, Operations

We have had a good engagement with Chartis overall. We have really enjoyed working with the team and...

Aug 2023
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(0)
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COO

Relationship, Relationship, Relationship, Relationship

The firm asks the tough questions like whether our workforce is the right size, whether our...

Aug 2023
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(0)
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COO

Relationship, Relationship, Services, Services

One thing I appreciated about Chartis is that we could define a scope of work for a consulting...

Aug 2023
||
(0)
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COO

Loyalty, Loyalty, Value, Value, Value, Value

Working with Chartis was a big opportunity. A big portion of the work was cost reductions on the...

Aug 2023
||
(0)
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VP/Other Executive

Relationship, Relationship, Relationship

Chartis has a lot of really smart people who have deep knowledge about the things that they talk...

Aug 2023
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