SOC Case Study - Healthcare Management/Third Party Administrator Case Study

Primary Contact: Eric M. Wright CPA, CITP

Schneider Downs completes Service Organization Control (SOC) reports for a national healthcare management and technology company devoted to improving outcomes for professional providers and the patience they serve.

The company provides solutions for physician groups, healthcare systems, provider networks and EMS organizations, enabling them to reach maximum potential with respect to operational, financial and clinical outcomes.  Headquartered in Pittsburgh, PA, the company has offices located throughout the United States. The Director of Internal Audit shared her thoughts on working with Schneider Downs. Why did you want a Service Organization Control (SOC) Report? By having a SOC report performed, we are able to provide additional assurance to our customers of our efficient medical billing services, and also validate internally our processes and controls. Why did you choose to partner with Schneider Downs for your SOC Report? Schneider Downs performs our external financial statement audit and tax preparation. We have been pleased with the firm’s level of knowledge and our relationship with Schneider Downs, and felt the firm would continue to provide great service in this area. How long have you worked with Schneider Downs? I personally have worked with Schneider Downs since I joined our team in July 2008.  Our company has worked with Schneider Downs since the firm engaged to perform the 2006 financial statement audit. Can you describe your experience with Schneider Downs? The SOC report experience with Schneider Downs has been great.  The engagement team communicates effectively, reports have been timely, and they have ensured that all applicable parties are informed appropriately. How has your SOC report process been beneficial? By going through the readiness phase, it has allowed me to become intimately involved in our operations.  I got a good look “behind the scenes” and learned a great deal about our operations that I never would have otherwise. Also, another line of business within our company recently won a large bid for a client who requires a SOC report.  Through our previous experience, we are prepared to move forward more quickly. Schneider Downs SOC Services About Schneider Downs SOC Services Schneider Downs employs a unique approach to SOC reports, integrating the expertise of information technology, internal audit and external audit professionals. By combining cross-disciplinary knowledge and project management expertise, we are able to effectively deliver on our clients’ expectations. If you are interested in learning how we can assist your organization, please contact us to get started or learn more about our practice at

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