Introduction
The healthcare industry is experiencing rapid operational and regulatory shifts, placing immense pressure on organizations to modernize financial systems, improve reporting accuracy, and streamline clinical-to-finance workflows. Trilogy Health Services (THS), a leading senior care provider in the United States, recognized the need to replace fragmented legacy systems with a unified, cloud-based solution capable of supporting scalable growth. Their successful transition to Oracle Cloud—powered by NexInfo’s implementation expertise and long-term Managed Services—demonstrates how modern technology can improve visibility, efficiency, and compliance in large healthcare ecosystems.
About Trilogy Health Services
Founded in 1997 and headquartered in Louisville, Kentucky, Trilogy Health Services operates 110+ senior living communities across the United States. The organization provides a complete continuum of care including Independent Living, Assisted Living, Memory Care, Skilled Nursing, and Rehabilitation Services. Trilogy’s member-centered approach requires accurate, timely financial processes and seamless integration between clinical systems, billing systems, and enterprise financial management. As the organization expanded its footprint and scaled operations, Trilogy recognized that its legacy technology stack could no longer support growing operational complexity or real-time decision-making.
Challenges Faced Before Transformation
Before adopting Oracle Cloud ERP, Trilogy faced several significant operational and financial challenges. Their previous systems lacked real-time visibility into finances, inventory, and clinical billing data across multiple locations, resulting in outdated reporting and slow reconciliation cycles. Manual spreadsheet-driven workflows created inefficiencies in procurement, payables, receivables, and payroll accounting. Additionally, Trilogy relied on several critical third-party systems—including MatrixCare for clinical and billing data, Kyriba for treasury operations, ChromeRiver for expense processing, and ADP for payroll. These platforms operated in silos, with no automated integrations linking them to the ERP environment. As a result, data inconsistencies, manual corrections, and extended close cycles became recurring issues. The rapid expansion of Trilogy’s operations further amplified these challenges, making digital transformation imperative.
Oracle Cloud Modules Implemented
To address these pain points, Trilogy implemented a comprehensive suite of Oracle Cloud Financial and Planning modules, creating an integrated enterprise platform that supports accurate, real-time financial operations. Core modules deployed included General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management, Tax, Procurement, Receipt Accounting, Purchasing, Expense, EPM Planning, and EDMCS. This unified Cloud architecture eliminated fragmented workflows and established a scalable financial backbone for Trilogy’s multi-location healthcare operations.
Solutions Implemented by NexInfo
NexInfo led the transformation with a strategy-first approach, ensuring the Oracle Cloud solution aligned with Trilogy’s operational goals and healthcare compliance requirements. The implementation included modernizing all financial processes, automating workflows, and redesigning Chart of Accounts structures to streamline reporting. NexInfo also built robust, secure integrations across Trilogy’s ecosystem. MatrixCare integration enabled automated revenue, billing, and cash posting, while Kyriba integration enhanced cash forecasting and bank reconciliation. ChromeRiver and ADP integrations ensured accurate expense and payroll accounting without manual intervention.
Beyond go-live, NexInfo’s Managed Services team provided continuous support, enhancement management, proactive monitoring, quarterly update validation, user training, ticket resolution, and optimization recommendations. This ongoing AMS partnership ensured Trilogy’s Oracle Cloud environment remained optimized, compliant, and aligned with evolving business and regulatory needs.
Benefits Achieved
The transformation delivered significant business value across financial, operational, and governance functions. Trilogy achieved real-time visibility across more than 110 locations, enabling leadership to access accurate dashboards and consolidated reporting instantly. Automated workflows replaced manual processing in procurement, AP, AR, and expense management, reducing errors and accelerating cycle times. The integration of clinical and financial data improved revenue accuracy, eliminated reconciliation gaps, and strengthened compliance posture. The organization also experienced faster month-end close cycles, improved audit readiness, and enhanced data consistency across all business units. With Oracle Cloud ERP and NexInfo’s Managed Services, Trilogy established a scalable digital foundation capable of supporting future expansion and continuous improvement.
Why NexInfo
Trilogy selected NexInfo due to its proven track record in Oracle Cloud implementations, deep healthcare expertise, and strong integration capabilities across clinical and financial systems. NexInfo’s 25+ years of consulting experience, combined with its structured methodology and robust Managed Services framework, ensured successful deployment, seamless adoption, and continuous optimization. The partnership continues to support Trilogy’s growth, providing the scalability, reliability, and strategic guidance needed in a rapidly evolving healthcare environment.
Contact NexInfo
Healthcare organizations seeking to modernize financial operations, enhance visibility, and accelerate digital transformation can follow the successful path of Trilogy Health Services. To explore how Oracle Cloud ERP and NexInfo’s Managed Services can strengthen your operational and financial performance, contact NexInfo for a personalized consultation.