Revenue Cycle Dashboard
A revenue cycle dashboard that is current every morning.
We build and run the AI-automated feeds behind your revenue cycle dashboard — claims billed, cash posted, payroll, and budget — so the scorecard reflects last night, not the last spreadsheet someone exported. Counts and dollars only, never patient data.
Built with the leading AI platforms
NVIDIA
Anthropic
The stale scorecard
The dashboard only moves when somebody exports a spreadsheet.
From finance teams we have sat with — including an anesthesia practice group whose billing runs by provider NPI and minutes: the numbers lived in the billing vendor’s reports, and the scorecard only refreshed when someone pulled the files by hand. AI was never the missing piece; the feeds were.
The scorecard waits on a person
Claims billed and cash posted sit in the billing vendor’s reports. The dashboard refreshes when someone exports the spreadsheets and cleans them — monthly, if the month is calm.
Your numbers live in the vendor’s format
Hours billed by provider NPI, minutes attached to each provider, cash posted against old claims — the facts of your practice exist in a report layout the billing vendor chose.
A vendor switch scrambles everything
New billing vendor live, old one still posting cash on old claims, files that look nothing alike — the manual reporting process breaks exactly when you need the trend line most.
Payroll and budget travel by email
Bi-weekly payroll and monthly budget figures move as Excel files over email and shared drives, cleaned by hand before the scorecard will accept them.
The meeting argues about the numbers
When the practice dashboard is a month stale, the discussion stops being about performance and starts being about whose extract is right.
What manual costs
Revenue cycle analytics is only as good as its feeds.
What the manual way looks like at an anesthesia practice group mid-transition between billing vendors. Your numbers will differ — tracing one month of the reporting ritual puts figures on yours before any AI gets built.
From an anonymized engagement — an anesthesia practice group, its finance team, and their MSP, mid-transition between billing vendors
How it works
We build the feeds behind your RCM analytics.
No new system for your finance team to learn, and no patient data anywhere in the pipe. We map the reports behind the scorecard, agree the summary tables — counts and dollars — and AI-automated jobs refresh them every night.
- 01
Trace the reporting ritual
We follow one cycle end to end: which reports the billing vendor provides, how payroll and budget data arrive, and what gets cleaned by hand before the scorecard will take it.
- 02
Agree the summary tables
Counts and dollars only — claims billed, cash posted, hours and minutes by provider NPI, payroll, budget — documented with your finance team, in a de-identified space you own. No patient data, ever.
- 03
AI jobs run the feeds nightly
Configure scheduled exports and validation against the agreed cadence. Surface failed or delayed loads so the team can see when the dashboard data is incomplete or stale.
The chart was never the problem. The exports are.
Dashboard software is genuinely good at drawing the charts — pick your KPIs, pick your colors. What it cannot do is move the numbers: someone still exports the billing vendor’s reports, cleans the spreadsheets, and loads them before anything on screen changes.
We advise on scorecard design, build the required feeds, and agree ongoing support. Source access, refresh cadence, validation, and changes needed during a vendor transition are part of the scope.
Led by Peter Enestrom.
Questions
Asked by practice finance leaders.
The straight answers, before you book anything.
What’s holding your business back?
A workflow ready for automation. An AI product you want to build. A problem that has sat on the roadmap for years. Let’s talk about what it would take to solve it.
Talk to Zaigo