[ operations ]

RCM reporting automation, built from the exports you already have.

Your clients want the same reports every week, and someone builds them by hand. We build RCM reporting automation that turns raw exports into finished reports, plus the small tools that keep the operation running.

02 / what we can buildpieces
[ what we can build ]

The reports your clients ask for, and the tools behind them.

Each piece below is something we can build for your operations team. Pick the ones you need.

  1. 01

    Weekly KPI Scorecards

    The numbers each client watches, every week.

  2. 02

    Monthly Financial Report Cards

    A monthly view of each client's finances.

  3. 03

    Analysis From Raw Exports

    Denial analysis, payer mix, CPT frequency and A/R aging from raw PM exports.

  4. 04

    Scheduled Client Reports

    Reports emailed to clients on the schedule you set.

  5. 05

    Team Productivity Tracking

    See what each person worked and where the time went.

  6. 06

    Small Bots for the Daily Grind

    Payer-portal login reminders, login-code relays, staff text reminders and meeting agenda follow-ups.

  7. 07

    HR Tools for Clinics

    Hiring, onboarding, time and training.

03 / how it plugs inschematic
[ how it plugs in ]

From your exports to your clients' inboxes.

We read the exports your PM system already produces and turn them into reports. No new system for your team to feed.

YOUR SYSTEMS
PM ExportsThe raw exports your practice management system already produces
WHAT WE BUILD, FOR YOU
KPI ScorecardsReport CardsDenial AnalysisPayer MixA/R AgingScheduled EmailProductivityOps Bots+ yours
YOUR CLIENTS & TEAM
Inboxes & RemindersReports in your clients' inboxes, reminders on your team's phones
[ next step ]

Show us the report your team builds by hand.

One working session. You walk us through it, we tell you what we'd build and how long it takes.

Book a Working Session