Credex Healthcare

BACKGROUND

Please describe your company and position.

I am the Chief Executive Officer of Osanni Bio

Describe what your company does in a single sentence.

At Osanni, a development-stage therapeutics company, we are reinventing the process of discovery by approaching the science of disease with modern technology and a beginner’s mindset. Inspired by the principles of Biodesign, we drive capital-efficient development of life-changing medicines for patients and the physicians who care for them.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• Streamline and manage our day-to-day accounts payable workflows to ensure timely vendor and partner disbursements without internal administrative drag.Streamline and manage our day-to-day accounts payable workflows to ensure timely vendor and partner disbursements without internal administrative drag.
• Implement structured invoice and financial record-tracking systems that could scale smoothly alongside our expanding research programs.
• Take over complex financial reconciliation tasks to bring complete clarity and organization to our daily financial operations.

SOLUTION

How did you find Credex Healthcare?

• Online Search
• Clutch Site

Why did you select Credex Healthcare over others?

• Great culture fit
• Good value for cost

How many teammates from Credex Healthcare were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work covered comprehensive Finance & Accounting Outsourcing (FAO) and back-office administrative support tailored to our research environment. Credex Healthcare embedded a dedicated team to overhaul our general ledger management, process incoming vendor invoices, execute accounts payable cycles, and perform regular multi-account reconciliations. Key deliverables included a fully reorganized digital ledger system, standardized monthly expense reporting packages customized for our executive leadership, and structured audit-ready tracking logs for all operational expenditures tied to our discovery hub.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The partnership successfully lifted a massive administrative weight off our internal team, allowing us to spend significantly less time managing routine accounting tasks and boosting our confidence in the absolute accuracy and accessibility of our financial data. On the project management front, the team delivered items on time and proved exceptionally attentive to feedback, continuously refining their approach to better support our dynamic needs. What we found most impressive was their deep adaptability to the specialized nuances of a biotechnology research organization, pairing rigid financial compliance with a remarkably agile service model. Regarding areas for improvement, while their execution was top-tier, providing higher-level predictive cash-flow forecasting dashboards out-of-the-box would have added even more immediate value for executive strategy sessions.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The engagement spanned an active working timeline of six months, establishing a stable financial foundation that allowed our internal operations to scale smoothly.

What was your primary form of communication with Credex Healthcare?

Email or Messaging App

What did you find most impressive or unique about this company?

What set Credex Healthcare apart was their ability to step into an unconventional corporate architecture without needing constant hand-holding. Most back-office providers struggle when managing shared overhead across early-stage incubation hubs and independent affiliate companies. Credex grasped our model immediately. They treated our mission with care, ensuring that administration never slowed down clinical research or early-stage drug discovery workflows.

Are there any areas for improvement or something Credex Healthcare could have done differently?

While their execution was top-tier, their custom reporting dashboard had a slight learning curve during the first few weeks of onboarding. Adding more pre-built template views specifically designed for executive-level board updates would make their platform even more seamless for early-stage biotech leadership.

BACKGROUND

Please describe your company and position.

I am the CEO of VieCure

Describe what your company does in a single sentence.

Simplifying Cancer's Complexities. With the complexities of cancer care exploding due to the paradigm shift towards precision medicine, we saw a need for a platform that actively assists clinicians. We call this Halo Intelligence. Halo Intelligence is the first whole knowledge system that brings together everything clinicians need to find the right treatment plan for every patient, every time. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• Improve visibility into financial transactions and reporting
• Streamline vendor communication and payment tracking
• Reduce internal workload related to routine accounting tasks

SOLUTION

How did you find Credex Healthcare?

Clutch Site

Why did you select Credex Healthcare over others?

Good value for cost

How many teammates from Credex Healthcare were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Ongoing support for accounts payable and reconciliation tasks, Improved tracking systems for invoices and financial records, Regular financial updates to support internal decision-making, Process recommendations to enhance long-term efficiency.
They maintained close collaboration with our internal teams and adjusted their approach as needed.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The engagement helped bring more clarity and organization to our financial operations. Our team spent less time managing routine accounting tasks and had more confidence in the accuracy and accessibility of financial data.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management approach was structured yet flexible. They consistently met deadlines and were proactive in communicating progress or addressing issues.

What was your primary form of communication with Credex Healthcare?

Email or Messaging App

What did you find most impressive or unique about this company?

What we found most impressive was their responsiveness and willingness to adapt. They were attentive to feedback and continuously refined their approach to better support our needs.

Are there any areas for improvement or something Credex Healthcare could have done differently?

One area for improvement would be providing more detailed periodic summaries to give leadership a broader overview of financial activities.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Nessie

Describe what your company does in a single sentence.

Nessie IN ED CIC is a UK-based not-for-profit organisation focused on children and young people’s mental health and emotional wellbeing,

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• We engaged Credex Healthcare for business consulting support to help Nessie with the business and operational side of our work. We were looking for practical guidance that would fit the needs of our organisation and help us make informed decisions as we continued supporting children, young people, families, and education professionals.

SOLUTION

How did you find Credex Healthcare?

Clutch Site

Why did you select Credex Healthcare over others?

• Great culture fit
• Good value for cost

How many teammates from Credex Healthcare were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Credex Healthcare provided business consulting support to Nessie. The engagement focused on understanding our business needs and providing guidance around the areas we discussed with them. They were available to answer questions, provide recommendations, and support us throughout the work. Communication was straightforward, and the team provided a good level of service.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The main outcome was having additional business guidance and support when we needed it. Credex Healthcare helped us work through the areas we brought to them and gave us useful input that helped us move forward with greater clarity.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project was managed well. Communication was straightforward through email and messaging, and the team was responsive when we had questions or needed clarification. They were easy to work with and provided support as we progressed through the engagement.

What was your primary form of communication with Credex Healthcare?

Email or Messaging App

What did you find most impressive or unique about this company?

The level of service was what stood out most. The team was professional, approachable, and responsive, and we found it easy to communicate with them throughout the engagement.

Are there any areas for improvement or something Credex Healthcare could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of Community Nurses Australia

Describe what your company does in a single sentence.

In our company we focused on person-centred care, continuity of care, supporting independence, and coordinating with families and other healthcare professionals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• We engaged Credex Healthcare for financial consulting support to help us better manage and review the financial side of our healthcare operations. We wanted practical guidance that would support our day-to-day business needs and give us a clearer view of our financial processes.

SOLUTION

How did you find Credex Healthcare?

Referral

Why did you select Credex Healthcare over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Credex Healthcare were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Credex Healthcare provided financial consulting support to Community Nurses Australia. The work involved reviewing our financial needs and providing guidance relevant to our operations. They were available to discuss questions, explain their recommendations, and help us work through the financial matters we brought to them. The team was friendly and professional throughout the engagement.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The main benefit was having clearer financial guidance and support when dealing with the matters we engaged Credex Healthcare to address. Their input gave us a better understanding of the financial side of the work and helped us move forward with greater clarity.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project was well managed. Credex Healthcare kept communication straightforward and responded when we had questions or needed clarification. They were easy to work with and kept us informed as the work progressed.

What was your primary form of communication with Credex Healthcare?

Email or Messaging App

What did you find most impressive or unique about this company?

The level of service stood out the most. The team was friendly, approachable, and professional, and it was easy to communicate with them when we needed support.

Are there any areas for improvement or something Credex Healthcare could have done differently?

No. We were satisfied with the service and the support provided by Credex Healthcare.

BACKGROUND

Please describe your company and position.

I am the CEO & Co-Founder of Clearhead

Describe what your company does in a single sentence.

in our company we provides workplace mental-health and employee wellbeing solutions, including EAP services, digital wellbeing tools, therapy access, self-help resources, and organisational wellbeing analytics. The platform helps employers proactively support employee wellbeing while giving HR teams insights and resources to build a healthier workplace

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• We hired Credex Healthcare to support us with credentialing and licensing, including managing the related insurance applications and helping our company get them completed and approved in good time.

SOLUTION

How did you find Credex Healthcare?

Online Search

Why did you select Credex Healthcare over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Credex Healthcare were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Credex Healthcare supported Clearhead with credentialing and licensing, including the related insurance applications. They handled the application process, kept us informed on the progress of each application, and provided ongoing support when we had questions. The work was completed ahead of schedule, with regular updates throughout the process.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The insurance applications were approved in good time, which was the main result we were looking for. The regular updates also made it easier for us to know what was happening with each application without having to constantly follow up. Overall, Credex Healthcare provided an excellent level of service. They were friendly, responsive, and professional throughout the engagement. We didn't have any particular areas of improvement to raise based on our experience. Credex Healthcare handled the credentialing and licensing work professionally, kept us updated on each application, and delivered the required work ahead of schedule. Credex Healthcare handled the credentialing and licensing work efficiently, and the insurance applications were approved in good time.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project was well managed. Credex Healthcare delivered the project items ahead of schedule and kept us updated regularly on the progress of each application. Whenever we had questions or needed an update, we could contact the team directly by email, messaging, or virtual meeting, and they were responsive to our needs.

What was your primary form of communication with Credex Healthcare?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The level of service stood out the most. The team was friendly, professional, and easy to communicate with throughout the process. We also appreciated the regular updates and their attention to the applications. The team was friendly and professional, kept us informed throughout the credentialing and licensing process, and completed the deliverables ahead of schedule. The insurance applications were approved in good time, and we were happy with the level of service and communication.

Are there any areas for improvement or something Credex Healthcare could have done differently?

No. We were satisfied with the service and the way Credex Healthcare handled the credentialing, licensing, and insurance applications.

BACKGROUND

Please describe your company and position.

I am the President and Chief Executive Officer (CEO) of Baxter International Inc.

Describe what your company does in a single sentence.

For nearly a century, we have delivered on our commitment to saving and sustaining the lives of patients, working alongside clinicians and providers around the world. We believe every person  regardless of who they are or where they are from deserves a chance to live a healthy life, free from illness and full of possibility.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• Streamline payer enrollment verification across multiple states where our equipment-related billing services interact with third-party payers. We had inconsistencies in provider enrollment records that were causing claim delays.
• Centralize CAQH management for our internal clinical support staff who require active credentials to bill for certain services tied to equipment usage. Each state had different requirements, and our internal team was overwhelmed.
• Clean up historical billing reconciliation between our ERP system and payer remittances. We had a backlog of unmatched transactions dating back nearly eight months, which impacted cash flow forecasting.

SOLUTION

How did you find Credex Healthcare?

Clutch Site

Why did you select Credex Healthcare over others?

• Good value for cost
• Company values aligned

How many teammates from Credex Healthcare were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Full audit of existing payer enrollment records for 14 clinical support staff across six states. Credex identified 22 discrepancies where payer systems did not match our internal CAQH data. End-to-end CAQH management, including re-attestation, document collection, and direct follow-up with payer portals. They handled all communication with three national payers and five regional plans. PECOS setup for Medicare billing eligibility related to equipment-related professional services. This was a specific pain point because Medicare rules differ significantly from commercial plans.

Revenue cycle reporting cleanup where they manually reconciled 450+ historical transactions, flagging 67 that required resubmission and 23 that needed write-off approval.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

By the end of the engagement, our payer enrollment records were fully aligned across all systems. The backlog of unmatched transactions was cleared completely, allowing our finance team to close monthly books with confidence for the first time in nearly a year. Internally, the stress level around compliance audits dropped noticeably because we finally had a single source of truth for credentialing status.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Credex delivered every milestone on time. They provided a shared project tracker updated every Friday, and their lead assigned to us answered emails within two hours on every occasion. When we discovered an urgent payer deadline during the third week, they reallocated internal resources to complete the submission in three days instead of the planned ten.

What was your primary form of communication with Credex Healthcare?

Email or Messaging App

What did you find most impressive or unique about this company?

Their team understood the nuance of medical equipment manufacturing versus direct patient care. Many credentialing firms only work with clinics or individual providers. Credex took the time to learn how our business model works, where equipment is sold but sometimes includes professional service components, and adapted their approach accordingly. That kind of contextual intelligence is rare.

Are there any areas for improvement or something Credex Healthcare could have done differently?

Their client portal is functional but not as intuitive as platforms like Asana or ClickUp. Navigation requires a few extra clicks to find historical documents. However, their email updates were thorough enough that I rarely needed to log in. A portal refresh would make the experience smoother, but it did not impact project outcomes.

BACKGROUND

Please describe your company and position.

I am the CEO of KeyCare

Describe what your company does in a single sentence.

KeyCare supplies health systems with a network of virtual care providers working on KeyCare's Epic-based EMR and telehealth platform. This allows health systems to improve telehealth access for their patients in a coordinated manner, while also decreasing the burden on their own providers

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• Provider Enrollment Acceleration,We needed to ensure our network of virtual providers was credentialed and enrolled across various insurance panels without the typical six-month lag.
• Revenue Cycle Stabilization, Our internal team was struggling with the complexities of multi-state billing and coding, leading to a backlog of unsubmitted claims
• Compliance Audit Readiness, We wanted a partner to standardize our CAQH and PECOS records to ensure we were always "audit-ready" as we partnered with larger health systems.

SOLUTION

How did you find Credex Healthcare?

• Online Search
• Clutch Site

Why did you select Credex Healthcare over others?

• Good value for cost
• Company values aligned

How many teammates from Credex Healthcare were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

A centralized credentialing dashboard that tracked every provider’s status in real-time., Monthly Revenue Cycle Management (RCM) reports detailing claim submission speed and denial resolutions. Complete management of our PECOS and CAQH profiles, including all necessary reattestations and updates.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The most immediate impact was the speed of our provider "on-ramping." We saw a significant reduction in the time it took for a new physician to start seeing patients on our platform because their insurance enrollment was handled so much faster. Additionally, our aging accounts receivable (AR) saw a notable shift; claims that had been sitting for months were identified, corrected, and paid within the first few months of our partnership. We also haven't missed a single re-credentialing deadline since they took over.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management is highly structured but remains flexible enough to handle the "fire drills" that come with healthcare. We typically communicated via a dedicated channel and had scheduled bi-weekly check-ins. They were consistently on time with deliverables. What I appreciated most was their responsiveness; if an urgent credentialing issue popped up on a Friday afternoon, I usually had a status update or a resolution before the end of the day.

What was your primary form of communication with Credex Healthcare?

Email or Messaging App

What did you find most impressive or unique about this company?

Their depth of knowledge regarding Epic-based workflows is rare. Most outsourcing firms have a one-size-fits-all approach, but Credex actually understood the nuances of how our telehealth platform interacts with our EMR. They didn't just act as a vendor; they acted like an extension of our internal operations team.

Are there any areas for improvement or something Credex Healthcare could have done differently?

Early on, the onboarding process was very document-heavy, which was a bit overwhelming for our smaller administrative team. It would have been helpful to have a more staggered approach to data collection in the first two weeks, though I understand the necessity of having all that info upfront for compliance.

BACKGROUND

Please describe your company and position.

I am the Co-Founder & CEO of Cellares

Describe what your company does in a single sentence.

Cellares is the first Integrated Development and Manufacturing Organization (IDMO) and takes an Industry 4.0 approach to mass manufacturing the living drugs of the 21st century. The company is both developing and operating integrated technologies for cell therapy manufacturing to accelerate access to life-saving cell therapies. The company’s Cell Shuttle integrates all the technologies required for the entire manufacturing process in a flexible and high-throughput platform that delivers true walk-away, end-to-end automation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• Organize our accounts payable and financial tracking in a more consistent way
• Reduce the time our internal team spent on repetitive accounting tasks
• mprove visibility into our financial data for better internal coordination

SOLUTION

How did you find Credex Healthcare?

• Online Search
• Clutch Site

Why did you select Credex Healthcare over others?

• Good value for cost
• Company values aligned

How many teammates from Credex Healthcare were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Managing invoice processing and tracking, Keeping financial records organized and up to date, Assisting with reconciliations and routine accounting tasks and Introducing a more structured way to handle financial documentation.
They became part of our regular workflow, working alongside our internal team rather than separately.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The biggest improvement for us was how much more organized our financial processes became. It was easier to track invoices, and we had fewer situations where we needed to go back and clarify missing information. Our internal team had more time to focus on higher-level work instead of routine tasks.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were reliable and easy to work with. Tasks were handled on time, and communication was consistent. If something needed clarification, they responded quickly and were open to feedback.

What was your primary form of communication with Credex Healthcare?

Email or Messaging App

What did you find most impressive or unique about this company?

What I appreciated most was how practical their approach was. They didn’t overcomplicate things and focused on solutions that fit naturally into how we already worked.

Are there any areas for improvement or something Credex Healthcare could have done differently?

The initial onboarding phase could have been a bit more structured, especially in terms of documentation and setting expectations early on. Once that was settled, things ran smoothly.

BACKGROUND

Please describe your company and position.

I am the CEO of Prolynx

Describe what your company does in a single sentence.

Prolynx is a biotechnology company dedicated to developing ultra-long-acting medicines for obesity and other metabolic diseases. We are advancing a proprietary portfolio of extended-duration therapeutic candidates targeting once-monthly and once-quarterly dosing, with the potential to smooth the PK peaks and troughs that can contribute to tolerability issues and to support more consistent, long-term treatment.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• Improve the organization and reliability of our accounting workflows
• Reduce the time spent on manual financial tracking and reconciliations
• Gain clearer visibility into our financial data for internal decision-making

SOLUTION

How did you find Credex Healthcare?

• Online Search
• Clutch Site

Why did you select Credex Healthcare over others?

• Good value for cost
• Company values aligned

How many teammates from Credex Healthcare were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Managing accounts payable and organizing invoice tracking, Supporting reconciliation and maintaining structured financial records, Introducing standardized processes for handling financial data and Providing ongoing support to ensure consistency in day-to-day operations.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We experienced improved organization in our financial processes, particularly around invoice tracking and record-keeping. Our team had a clearer understanding of financial status at any given time, and routine accounting tasks became more manageable. There was less back-and-forth internally, and fewer delays caused by missing or unclear information.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was steady and dependable. They delivered tasks within agreed timelines and maintained consistent communication. When we had questions or needed adjustments, they were responsive and addressed them without delay.

What was your primary form of communication with Credex Healthcare?

Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was their practical approach. They took time to understand how we operated and focused on solutions that fit naturally into our workflow. Their team was easy to work with and maintained a good balance between structure and flexibility.

Are there any areas for improvement or something Credex Healthcare could have done differently?

One area that could be improved is providing more detailed onboarding documentation at the start, which could help teams align more quickly in the early stages.

BACKGROUND

Please describe your company and position.

I am the CEO, President, and Board Member of EpiBiologics

Describe what your company does in a single sentence.

EpiBiologics is advancing bispecific antibodies that selectively degrade membrane and soluble proteins, including GPCRs. Our EpiTAC platform leverages a novel atlas of tissue-selective degrader receptors to drive deep and durable efficacy. 
The company was founded in 2022 based on pioneering work from Dr. Jim Wells at UCSF. Headquartered in the SF Bay Area, EpiBiologics is backed by leading healthcare investors and building a clinical stage pipeline for oncology and immunology. For more information, please visit epibiologics.com and follow us on LinkedIn.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Credex Healthcare to accomplish?

• Bring more structure to our accounting workflows
• Reduce the time spent on routine financial tasks
• Improve visibility into our financial data

SOLUTION

How did you find Credex Healthcare?

Clutch Site

Why did you select Credex Healthcare over others?

• Good value for cost
• Company values aligned

How many teammates from Credex Healthcare were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Credex Healthcare came in and worked closely with our team to understand how we were currently handling things. They didn’t rush into changes but instead took time to map out what was working and what wasn’t.

They helped manage day-to-day accounting tasks like invoice tracking and reporting, and also introduced a more organized way for us to handle financial data. Over time, they became an extension of our team rather than just an external vendor.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The biggest difference for us was how much more organized everything became. We weren’t constantly chasing updates or trying to figure out where things stood. It made our internal coordination a lot smoother.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were easy to work with and always responsive when we had questions. Deliverables were handled on time, and communication stayed consistent throughout.

What was your primary form of communication with Credex Healthcare?

Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most was how practical their approach was. They didn’t overcomplicate things they focused on what would actually work for us.

Are there any areas for improvement or something Credex Healthcare could have done differently?

If anything, a bit more structured onboarding at the beginning would have helped us get aligned faster.