Reports
Role decides what renders here. The platform-fee card is owner-only.
Stakeholder demoSample dataAccess: All financial + productivity + platform fee
Two areas need you today: referrals and insurance verification. Two to watch. Everything else is on track.
Red first. Every row opens the record — nothing here acts on its own.
Revenue collectedOn track
$412K
▲ 8% vs last month
Operating profitOn track
$96K
23% margin · target 20%
Visits completedOn track
2,148
94% schedule fill
Revenue at riskNeeds you
$71K
denials + unsigned notes
Accounts receivableWatch
$188K
39 days · target under 35
No-show rateWatch
7.4%
▼ 1.2 pts · target under 5%
On trackWatch — outside target, trending or minorNeeds you — money or compliance at stakeSame scale as the list below.
Where You Stand
Ranked by dollars at risk, then compliance
- Needs youReferrals3 open, oldest 22 days — nobody is working the queue
- Needs youEligibility CheckVerification agent down 2 weeks — nobody was alerted
- WatchProvider utilisationSchedule fill 91%, but two open slots today not backfilled
- WatchUnsigned notes3 charts open — $128 held from billing
- On trackCollectionsNet collection rate on target this month
- On trackCare gaps301 closed this month, ahead of pace
Platform Fee
Gross revenue collected
$412,000
×
Rate · Track 1 · Phased, phase 1
2.0%
=
Due this period
$8,240
- Rate table
- RT-2026-08-01 · Board minute 2026-07-30
- Next extraction
- Monday by ACH. Two steps: LiLi calculates, you approve.
- Phase 1 split
- Verification + collection $4,120 · Claim generation + scribe $4,120
Basis is a board decision still pending; it is a configurable, audited field. Historical statements are immutable. Visible to the owner role only.
Unsigned / locked notes
3 charts
$128 held · oldest 52 hrs
Provider utilisation
91%
fill · 2 open slots today
Referral backlog
3 open
oldest 22 days
Collections, Last Six Months
Verified deposits by month, in thousands. Sep is month to date.