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.  

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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 by provider, with filters for location, specialty, or day of week

  • Net Payments Collected (MTD/YTD): Actual cash flow by provider, broken out by payer and service type

  • 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

Choose Your SERVICE PACKAGE
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Pick a plan that best fits your business needs, All plans start at the below rates it may be higher based on actual volume of monthly transactions.

essentials

$3750

Per Month

Monthly key metrics slide deck + basic reporting templates

Payer Mix & Reimbursement Analysis

Service line Profitability Reviews

One 30 minute call to go over questions, concerns, and reports. Email support for up to 30 minutes per month.

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growth

$4750

Per Month

Includes everything in the Essentials

Provider-specific proformas and breakeven analysis

Customized chart of accounts

Customized monthly reports

Two 30 minute calls to go over questions, concerns, and reports. Email support for up to 60 minutes per month.

TBD

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strategic advisory

$6000

Per month

Includes everything in the Growth

Plus Custom KPI Dashboards, Build tailored dashboards in Excel or Power BI for real-time financial tracking

Calculate monthly lease payments for new adds in capital equipment entities, factoring in depreciation and interest,

TBD

Guaranteed respones within 2 business days

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Unlimited phone support and screen share support