Spend Management for Healthcare Providers
Whether you manage a hospital, dental practice, urgent care clinic, or specialty care center, PLANERGY simplifies procurement so you can focus on your patients—not paperwork.
Reduce manual tasks, ensure compliance, and control spending across all your locations with one intuitive solution—purpose-built for the needs of modern healthcare organizations.
Healthcare Challenges
The healthcare sector encounters several challenges in the procure-to-pay (P2P) process due to budget constraints, decentralized operations, and regulatory requirements.
Key challenges include:
- Procurement Delays Can Directly Impact Patient Outcomes
When purchasing workflows are manual or approval chains are unclear, critical supplies—like medications, implants, or surgical tools—can be delayed.
A streamlined P2P process ensures clinical teams get what they need, when they need it, without compromise.
- Lack of Spend Visibility Leads to Wasted Resources
In environments like urgent care or eye care, where supplies are ordered daily in small quantities, it’s easy for spending to spiral without real-time oversight.
A centralized P2P system helps track every purchase, enforce approved vendors, and eliminate wasteful or duplicate buying.
- Manual Invoice Handling Leads to Lost Time—and Lost Money
Retail healthcare settings often process dozens or hundreds of low-value invoices each week for gloves, syringes, lenses, and cleaning supplies.
Without AP automation, staff are bogged down matching invoices to POs, leading to delayed payments, missed discounts, and overwhelmed admin teams.
- Compliance Risks Aren’t Limited to Hospitals
Dental and vision practices must source sterilized equipment, regulated drugs, and certified devices—all while keeping accurate records for audits.
An automated, policy-enforced P2P system ensures that procurement is always aligned with regulatory requirements, regardless of facility size.
- Unpredictable Inventory Levels Force Expensive, Last-Minute Purchases
When stock runs low at a busy urgent care or specialty clinic, staff often bypass procurement protocols to get what they need fast—at premium prices and outside of preferred contracts.
Smart P2P systems connected to inventory data help avoid stockouts and keep purchasing on track.
- Manual Workflows Overwhelm Staff and Create Bottlenecks
Finance and procurement teams in healthcare are already stretched thin.
They spend hours on low-value tasks—like chasing POs, reconciling invoices, or manually updating records—leading to burnout and operational inefficiency.
Automation reduces the day-to-day noise, freeing staff to focus on patient care and operational efficiency.
- Healthcare Organizations Still Need Big-Picture Insights
Without built-in analytics, procurement remains reactive and inefficient.
A modern P2P system helps identify overspending, supplier issues, and cost-saving opportunities—regardless of organization size.
Addressing these challenges requires automation, centralized control, and enhanced visibility to optimize procurement, ensure compliance, and maximize the impact of limited healthcare resources.
Shorter Procurement Cycles to Keep Care Moving
Ensure healthcare professionals get what they need—without delays or red tape.
- Replace manual processes with automated workflow
- Speed up order approvals and vendor communication
- Reduce turnaround time for critical and routine purchases
- Keep supplies flowing smoothly in all healthcare environments
Spend Smarter,
Elevate Your Healthcare
Real-Time Spend Visibility Across All Locations and Departments
PLANERGY gives finance and operations teams in hospitals, dental chains, and urgent care networks a clear view of who’s spending what—and where.
This transparency is critical for managing tight budgets across multiple care sites.
A System Users Actually Want To Use
PLANERGY’s intuitive interface, smart notifications, and fast, role-based workflows make it easy for healthcare teams to request, approve, and track purchases—minimizing training time and maximizing user adoption.
Distributed Budget Aware Purchasing To Remove Pressure on Approvers
PLANERGY enables distributed, budget-aware purchasing by giving teams real-time budget limits, automating low-risk approvals, maintaining financial control across all healthcare locations.
Unpredictable Inventory Levels Force Expensive, Last-Minute Purchases
PLANERGY reduces costly, last-minute purchases by enforcing standardized purchasing workflows, enabling timely, budget-aware ordering, so teams order what they need on time, within budget, and through approved vendors.
Seamless AP Automation for
High-Volume, Low-Value Invoices
Eliminate manual work and reduce errors for clinics processing frequent, low-cost supply orders
- Automatically match POs, goods received, and invoices
- Flag discrepancies instantly for quick resolution
- Avoid late payments, overpayments, or duplicates
- Help small finance teams handle high invoice volumes efficiently
Procurement Delays Disrupt Patient Care Across All Types of Healthcare Providers
Manual purchasing processes slow down access to critical supplies and directly impact patient outcomes in fast-moving healthcare environments.
- Delays in ordering surgical tools, sterilization products, or exam supplies
- Manual approvals and disconnected systems create bottlenecks
- Treatment and appointment schedules suffer as a result
- Speed and accuracy are essential for all care settings
Spend Visibility, Gives Clinics and Practices Control of Their Budgets
A lack of centralized oversight makes it easy for costs to spiral—especially with frequent, low-value purchases.
- Daily supply orders in urgent and eye care settings add up fast
- Rogue spending and duplicate orders are hard to catch
- No single view of purchases across departments or locations
- Centralized P2P helps control and optimize spend
Administrative Overload Is a Serious Issue in Smaller Practices
When staff handle both clinical and administrative tasks, every extra step in the process adds unnecessary friction.
- Front-desk teams often manage procurement manually
- Chasing approvals, processing invoices, and vendor follow-ups waste time
- Manual work increases risk of errors and delays
Manual Invoice Handling Leads to Lost Time—and Lost Money
High volumes of small-dollar invoices overwhelm staff and create opportunities for error and inefficiency.
- Dozens or hundreds of invoices processed weekly in retail care
- Manual matching of POs, receipts, and invoices slows everything down
- Missed early payment discounts and delayed vendor payments
- AP automation relieves pressure and reduces errors
Compliance Risks Aren’t Limited to Hospitals
All healthcare facilities face regulation—manual systems make it harder to meet documentation and audit requirements.
- Practices must track regulated drugs, sterilized tools, and approved devices
- Missing records or process gaps increase legal and financial risk
- Manual audits are time-consuming and error-prone
- Automated P2P enforces policy and creates clean audit trails
Smaller Healthcare Businesses Still Need Big-Picture Insights
Without analytics, smaller clinics and independent practices struggle to make data-driven procurement decisions.
- No visibility into supplier performance or spending patterns
- Hard to spot inefficiencies or track savings
- Procurement decisions are reactive, not strategic
- Built-in reporting provides clarity and drives smarter choices
- Automation frees staff to focus on patient experience
Healthcare Case Studies
Explore these healthcare case studies to discover innovative strategies, challenges overcome, and key lessons learned in improving operational efficiency, compliance, and patient-centered care.
PLANERGY gives me and the finance team incredible real-time visibility on budgets and spending across our 23 locations in one simple dashboard.
Kevin Gaines, Director of Purchasing, Dentistry for Children
Dentistry for Children Streamlines Purchasing and Boosts Efficiency with PLANERGY
Dentistry for Children leverages PLANERGY to simplify purchasing across multiple locations, replacing manual systems with centralized, digital workflows.
With real-time spend visibility, streamlined approvals, and improved vendor control, they’ve reduced administrative overhead—freeing up staff to focus on patient care while maintaining cost efficiency and consistency across their practices.
We saw a 25% reduction in supply use just from being able to run the reports to see how and where we buying and at what cost. We saved at least $4k per month on supply usage.
Dr. Cynthia Green. Green Orthodontics
Green Orthodontics Optimizes Procurement and Cost Control with PLANERGY
Green Orthodontics uses PLANERGY to streamline procurement and control costs across its busy practice.
By digitizing purchasing and approvals, they’ve eliminated paper-based processes, improved vendor management, and gained real-time spend visibility—saving time, ensuring accuracy, and allowing staff to focus more on delivering outstanding patient care.
"Powerful Praise: "
What Healthcare Customers Are Saying
We saw a 25% reduction in supply use just from being able to run the reports to see how and where we buying and at what cost.
Dr. Cynthia Green
Green Orthodontics
Our office manager would spend hours looking for buttons or we’d find them in places where you wouldn’t expect them to be, it was just very frustrating.
Key Somera
Practice Manager, Green Orthodontics
PLANERGY gives me and the finance team incredible real-time visibility on budgets and spending across our 23 locations in one simple dashboard.
Kevin Gaines
Director of Purchasing, Dentistry for Children
Well organized and easy to use. We manage purchasing and AP effectively with it.
Carolyn Gurney
HCA Healthcare
PLANERGY is a huge help in centralizing our purchasing processes and has enabled our organization to have real data to support purchasing decisions.
Laura Spidell
University Orthopedics Center
Useful, flexible and great for cost tracking/approval. Goods receipt has been great for tracking order delivery and invoice payment.
Justin Field
Peninsula Orthopedic Associates
It makes it easy to purchase and then maintain records/control of budget. Very clear and extremely supportive after sales help using/educating staff.
Cindy Beedell
London Vision Clinic
Our processes are much better for being able to have a centralized system for purchases from creation. I really like that it’s all auditable.
Barry Spiller
NHS East Berkshire Primary Care Trust
PLANERGY saved us a ton of money on supplies.
We saved at least $4k per month on supply usage.
Dr. Cynthia Green
Green Orthodontics
Better Spend Management
Find out how PLANERGY’s Procure-To-Pay platform can revolutionize your organization’s Spend Management. Schedule a short demo to find out more.
Book a personalized demo to see the PLANERGY procure-to-pay platform for yourself.
