Wesley Community and Health Centers Scales with Confidence—and a Smarter ERP
Results at-a-glance
- 7-day faster month-end close with sequential workflow
- Grant billing process now quick, consistent, and accurate
- Role-based budgeting boosts accountability across departments
- Auditors access data directly without manual prep
- Paperless workflows enable scalability without extra hires
From Church Building to Multi-Site Community and Health Center
Wesley Community and Health Centers (Wesley) has grown from a community initiative in a church to a multi-site Federally Qualified Health Center (FQHC) serving South-Central Phoenix. Now operating multiple health centers, mobile clinics, and educational partnerships—and preparing to open a $20 million facility—Wesley’s growth has been driven by a strong mission and increasingly complex operations.
“As an FQHC, we have to manage UDS reporting, grants, audits—and still plan for the future,” said CFO Sonya Wilkins.
The Breaking Point: QuickBooks Wasn’t Built for FQHC Complexity
When Wilkins joined in 2015, Wesley relied on QuickBooks. But as funding grew and regulatory demands increased, its limitations became clear.
As a federally qualified health center, compliance reporting is critical. Wesley has to produce reports for the Health Resources & Services Administration (HRSA), including Uniform Data System (UDS) metrics, grant billing, and site-specific financial statements. QuickBooks couldn’t keep up.
“For UDS or grant reporting, we had to track everything manually. Trying to separate roles like nurse practitioners from doctors meant constantly adding accounts—it was messy,” Wilkins explained. “We needed real flexibility.”
Discovering Multiview: A Search for Flexibility and Control
Tasked with finding a solution that could scale with Wesley’s complexity, Wilkins evaluated several systems.
“I looked at Blackbaud, Sage, and others. Multiview stood out because I could configure it to match how we operate,” she said. “It gave me the visibility and control I was looking for—without needing to reinvent everything.”
"Multiview stood out because I could configure it to match how we operate,”
Implementation: Hands-On, Logical, and Deeply Configurable
In 2023, Wesley implemented Multiview using grant funds, with Wilkins leading the charge.
“The Multiview team was fantastic. I focused on mapping everything correctly—rebuilding our account structure, aligning QuickBooks classes, sites and grants. It was a heavy lift, but absolutely worth it.”
Key to their setup was leveraging Related Accounting Details (RADs) in Multiview, which allow financial data to be tagged and reported across multiple dimensions—such as grants, job codes, and sites.
“We can now pull income statements by RADs, track FTEs for UDS, and generate reports that reconcile every time,” Wilkins said. “It’s made a tremendous difference.”
Historical data was imported, workflows rebuilt, and QuickBooks retired. “Now, everything lives in Multiview.”
Transformational Outcomes Across the Finance Function
- Wesley’s finance operations have improved significantly, especially in terms of speed, compliance, and scalability.
Faster Month-End Close
- “Our close is at least seven days faster. We now close AP, then AR, then GL—sequentially. That alone made a huge difference.”
Streamlined Grant Billing
- “Before, billing grants was a pain. Now my AR team runs an income statement by RAD, checks it, and bills. It balances every time.”
Better Budgeting & Departmental Visibility
- With role-based access, staff see only what they need. “My facilities lead sees just facilities. Clinical sees their budgets. That visibility builds accountability.”
Seamless Audit Prep
- “The auditors love Multiview. I give them a license, and they access everything themselves. It’s clean and aligns with their expectations.”
UDS Reporting in Seconds
- “With RADs and job codes uploaded, I generated my UDS FTE report with one click this year. What used to take days now takes seconds.”
Paperless Workflows
- “I used to sign a mountain of checks. Now AP is almost paperless. People work remotely, and it’s seamless.”
Team Efficiency and Scalability
- “Multiview probably saved us from needing another hire. We’ve automated so much. Our four-person finance team runs like a much larger department.”
Flexible Enough for FQHCs, Scalable Enough for What’s Next
With Wesley’s expansion—including the upcoming two-story facility and new services like dental, pharmacy, and lab—the need for scalable tools is clear.
“We’re growing and need tools that grow with us,” said Wilkins. “Multiview gives us that foundation—whether it’s managing grants or onboarding new locations.”
For mission-driven health centers navigating compliance, audits, and growth, that kind of flexibility is a force multiplier.
Looking Ahead
Wesley’s next chapter includes new clinical offerings and a co-located affordable housing project with Friendly House. With Multiview as a key operational partner, they’re set to scale with confidence.
“Choosing Multiview was absolutely the right decision,” said Wilkins. “It’s powerful, flexible, and built for where we’re going.”