Services
What tasks can you get off your CFO’s plate that you can outsource to me? Summit with your eClinicalWorks reports or other EMR output, I help with Service line review, Provider financial reviews, and Proforma’s on new service lines and new provider hires.
PROVIDER PROFITABILITY & COMPENSATION REPORTING
Deliver monthly or quarterly reporting that tracks provider-level profit and loss, based on actual net payments collected and direct expenses tied to each provider. This service helps practices monitor financial contribution, assess compensation fairness, and identify trends in productivity and margin performance.
Includes:
Historical P&L by provider
Net payment tracking by payer and service type
Direct expense allocation (salary, benefits, support staff, supplies)
RVU and visit productivity overlays
Visual dashboards for board review
Variance analysis vs. compensation benchmarks
Custom Physician KPI Dashboards
Deliver tailored dashboards that track key performance indicators at the provider level—giving practices a clear, visual understanding of clinical activity, financial contribution, and operational efficiency. These dashboards are built in Excel or Power BI and updated monthly or quarterly to support leadership decisions and compensation reviews.
Includes:
- Visits per Day: Daily averages per work day
- Net Payments Collected (MTD/YTD): Actual cash flow by provider
Accounts Receivable Balance: A/R aging and outstanding balances tied to each provider’s activity
Visit Mix Analysis: Percent of total visits by type—new consultations vs. follow-ups
Trend Visuals: Month-over-month and year-over-year comparisons for volume and collections
Benchmarking: Compare provider performance to internal targets or peer averages
A la Carte Options
Proforma New Provider
Build a customized proforma using actual net payments tied to CPT codes—specifically new patient and follow-up visit codes. This model reflects real-world reimbursement trends and helps practices forecast provider revenue with greater accuracy when planning hires, expansions, or compensation adjustments.
$4,850
New service line using Medicare Rates Proforma
Generate a forward-looking proforma using CMS-published Medicare allowable rates as the baseline, layered with your practice’s actual payer mix to reflect blended reimbursement. This model helps forecast provider revenue with greater precision—ideal for new hire planning with a new service line expansion.
$5,850
Payer Mix Review
Charges are reviewed on a eCW 3702 or your CMR report with type of payer and a summary table that calls out Medicare, Medicaid, Other State Medicaid , and Commercial percent. This payer mix is needed for Medicare reimbursement pro-forma.
$2,750
Infusion Margin Review
Conduct a quarterly margin review for infusion services using ASP rates for J-codes, confirmed dose sizes, and current vendor pricing. This analysis tracks cost vs. reimbursement trends over the past four quarters, highlighting margin shifts and identifying margin changes.
$3,250
Lease Payment Calculation
Calculate monthly lease payments for newly added capital equipment—such as MRI, CT, or endoscopy systems—by factoring in depreciation, current interest rates, and lease terms. This model supports internal chargebacks from an Equipment entity to the Operating clinic entity, ensuring accurate cost allocation for high-value assets.
$1,250
Daily Deposit Reconciliation QuickBooks vs EMR
Reconcile current-month daily deposits recorded in QuickBooks against EMR activity,
This service includes daily deposit matching by date and amount, a review of EMR batch logic and posting timing, tracking of ACH and manual deposits, identification of variances with resolution guidance, and a summary report to support the month-end close.
PRICE BASED ON PAST MONTH REVIEW
Choose Your SERVICE PACKAGE -
Pick a plan that best fits your business needs, All plans start at the below rates may be higher based on actual scope.
essentials
$3,750
Per Month
Monthly P&L by provider for up to 6 physicians
Visits per day trend tracking MTD & YTD
Net payments collected MTD & YTD
One 30 minute call to go over any questions, concerns, and reports. Email support for up to 30 minutes per month.
growth
$5,750
Per Month
Includes everything in the Essentials
Additional 3 physicians tracked
Service line tracking and customized Profit and Loss tracking
Quarterly Infusion ASP Reimbursement, cost, and gross profit margin review of top 10 J-codes
A/R review customized reports by provider
Two 30 minute calls to go over questions, concerns, and reports. Email support for up to 60 minutes per month.
strategic advisory
$8,750
Per month
Includes everything in the Growth
Plus Custom KPI Dashboards, Build tailored dashboards in Excel or Power BI for dynamic financial tracking
Calculate monthly lease payments for new adds in capital equipment entities, factoring in depreciation and interest,
Monthly board meeting slide deck