Revenue Cycle Reporting Automation
We replace the export-and-reconcile cycle with a pipeline. Data lands from the practice management system, the clearinghouse, and the bank on a schedule, gets reconciled against a defined model, and feeds dashboards your directors can interrogate themselves.
What breaks today
Reporting is one person
The monthly pack depends on a single analyst’s spreadsheet, and when they are out the organization flies blind.
Numbers disagree between systems
The PM system, the clearinghouse, and the bank each tell a slightly different story and nobody has defined which one wins.
No drill-down
A director can see that denials rose but cannot get to the encounters behind the number without filing a request.
Forecasting is a guess
Cash projections extrapolate last month and ignore AR composition and payer behavior.
What we build
Scoped during the assessment, then delivered in one to three week increments against your real systems.
Automated extraction from source systems
Scheduled pulls from the practice management system, clearinghouse, and remittance feeds into a governed warehouse.
A defined reconciliation model
One documented definition of charges, adjustments, payments, and AR, with system-of-record rules written down.
Directors' dashboards
AR aging by payer and financial class, denial trend by root cause, days in AR, clean claim rate, and cost to collect, all drillable to the encounter.
Cash forecasting
Projected collections modeled from AR composition and historical payer behavior.
Exception alerting
Alerts when a payer’s payment velocity, denial rate, or underpayment pattern shifts outside its normal band.
What changes
We measure your baseline during the assessment and set targets against it. We do not promise a figure before that number exists.
- Monthly reporting cycle reduced from days of manual work to a scheduled refresh
- One agreed set of numbers across finance, revenue cycle, and operations
- Payer behavior shifts detected in-month, ahead of the quarterly review
- Analyst time redirected from assembly to analysis
Systems this touches
Integration channel is chosen on verified capability in your environment, not on what is easiest to document.
- Epic Resolute
- athenaCollector
- eClinicalWorks
- Waystar
- Availity
- Snowflake and BigQuery
- Power BI and Looker
Not sure this is the right workflow to start with? The $24,997 assessment exists to answer exactly that, and it frequently points somewhere other than where leadership expected. New to the topic? Read the practical guide to healthcare workflow automation.
Common Questions
Do you need PHI in the warehouse?
Frequently less than people expect. Most revenue cycle reporting works on a de-identified or limited data set, and we scope the minimum necessary during the assessment. Where identifiers are required for drill-down, they live under access controls and a signed BAA.
Can this coexist with our existing BI tool?
Yes. We build the governed data layer and connect whatever your organization already uses. Replacing a working BI tool is rarely worth the change management cost.
Talk it through with an engineer.
Tell us what this workflow costs you today and we will tell you honestly whether automating it is worth the engagement.
Start with a conversation, not a proposal.
A 45-minute call with a senior engineer. We will tell you honestly whether automation is the right answer for the workflow you have in mind.