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A multi-location medical practice · Healthcare

From Billing Records to a Monthly Operating Review

Years of billing data across every location became one profitability view, then a retainer to keep it current.

The Question

Which payors and which referral relationships were worth keeping, and which were costing the practice money it could not see.

What We Built

A single structured data set drawn from the billing system, a set of defined measures signed off by leadership, and a dashboard that answers the question by payor, by location and by month. Then a refresh under retainer, as frequently as the practice needs it.

The Outcome

[Outcome, in the client’s own figures, once cleared for release.] Leadership reviews the dashboard monthly and has changed how it negotiates with payors.