Baptist Health South Florida

Baptist Health South Florida is the largest not-for-profit healthcare organization in the region, with 12 hospitals, more than 200 outpatient centers, and over 2 million patient visits annually. With a vast network of hospitals, research centers, and administrative offices, Baptist Health faces complex energy management demands across its system.

Chris Sanchez, Sustainability Project Manager, leads Baptist Health’s sustainability program and collaborates with a diverse set of teams, from facilities and construction, to supply chain management, to finance.

The challenge

Before implementing EnergyCAP, Baptist Health lacked a centralized system to manage utility and sustainability data from their 700+ accounts and 900+ meters. Their pain points included:

• Fragmented utility data: Primary data sources were paper utility bills and bills received by email, which were then processed through a semi-automatic system that only extracted a small portion of information. Most of A/P and Energy Management’s time and energy was spent processing bills, with limited outcome.
• Limited reporting capabilities: Greenhouse gas emissions (GHG) reporting required pulling data directly from each vendor, then reconciling it manually with tools like the Practice GreenHealth calculator.
• Inefficient processes: Accounts payable and facilities were duplicating efforts, resulting in delays, errors, and difficulty answering basic questions such as, “How much energy are our buildings consuming?” and “what billing errors exist?”
• Lack of cross-department alignment: Sustainability, finance, and facilities were working in silos, without shared access to energy and cost data.

The EnergyCAP solution

Baptist Health implemented EnergyCAP in February 2024, following a competitive RFP process. The platform provides a much more diverse and automated set of data and quickly became their central system for utility and sustainability management.

• Centralized and automated Bill Management: Emailed invoices are now automatically redirected to EnergyCAP Bill CAPture, which scrapes the bills, pulls every line item, and audits for anomalies, such as misread meters or billing overlaps. This automation ensures utility expenses are accurate and trustworthy, relieves staff from tedious manual checks, and minimizes financial leakage.
• Advanced Accounting Tools (Forecasting, Chargebacks, Budgeting): The platform enables Baptist Health to better forecast utility expenses, create budget models, and allocate costs accurately across departments or facilities through chargebacks. This fosters accountability and transparency in both financial and operational decision-making.
• Sustainability Tracking with Carbon Hub: With historical data being loaded into EnergyCAP, Baptist Health is preparing to use Carbon Hub to calculate Scope 1 & 2 GHG emissions directly from the platform.
• Portfolio-Level Benchmarking and Reporting: Baptist Health uses benchmarking to track and compare utility performance across all hospitals, research centers, and administrative buildings. Baptist Health also takes advantage of EnergyCAP’s vast reports library—particularly to examine specific bill line items and better understand late fees, shorten their bill payment lifecycle, and address incorrect taxes.
• ENERGY STAR Portfolio Manager integration: EnergyCAP’s ENERGY STAR integration allows Baptist Health to automatically submit to Portfolio Manager, which simplifies award application processes.
• Process Automation: Interfaces with systems like PeopleSoft allow for seamless AP integration, reducing manual work and errors.

Results and measurable impact

In just six months, Baptist Health South Florida has realized the benefits of good data from using EnergyCAP.

Time saved

Where greenhouse gas (GHG) reporting once required weeks of coordinating with vendors and manually reconciling data, the process is now streamlined, cutting reporting cycles by more than half. Data validation is faster, more reliable, and enables leadership to make confident decisions without delay.

Data accuracy

With duplicate bills and discrepancies eliminated, Baptist Health now operates with a single, trusted system of record for all utility data. This shift allows staff to quickly answer critical questions about energy use and utility costs that previously would have taken days to resolve.

Cross department collaboration

Finance, sustainability, and facilities teams now share access to the same dataset through EnergyCAP’s shared dashboards. This cross-departmental alignment has translated into faster variance explanations, improved cost management, and a stronger link between operational savings and sustainability objectives.

Additional insights:

• Historical data for Fiscal Year 2024 is being loaded into EnergyCAP, which will allow automated GHG inventories for the first time
• Baptist Health is now leveraging its clean utility dataset to pursue solar projects and IRA tax credit opportunities, further lowering long-term costs

Looking ahead

With a centralized system now in place, Baptist Health South Florida is laying the groundwork for even greater efficiency and sustainability gains:

• Greenhouse gas tracking: Using Carbon Hub as the primary tool for Scope 1 and 2 GHG reporting.
• Forecasting and chargebacks: Empowering departments to better predict utility costs and allocate them fairly.
• Renewable integration: Supporting new solar projects with robust baseline data.

Chris reflected: “EnergyCAP has been transformative. We now have insights, accuracy, and collaboration that just weren’t possible before. It’s night and day.”

Baptist Health South Florida’s journey with EnergyCAP demonstrates the power of unifying sustainability, finance, and facilities teams around a single platform. By centralizing utility management and streamlining reporting, the organization has unlocked measurable savings, improved operational efficiency, and built a stronger foundation for long-term sustainability. With EnergyCAP, Baptist Health is meeting today’s challenges while preparing for a future of smarter, more resilient healthcare operations.

Watch Chris tell the Baptist Health South Florida story

In a recent Eco Champions session, Chris Sanchez shared how Baptist Health has transformed how it benchmarks utility data, manages emissions, and avoids costly errors. In this spotlight, Chris walks through how the team answered difficult operational questions and broke down silos across departments. His story is a must-hear for anyone working to align sustainability and finance in complex environments like healthcare.

> Watch Chris tell the Baptist Health Success Story in Eco Champions