Reporting & analytics operations · Medical billing & RCM
Ship the monthly RCM summary without analyst hours.
The client wants days-in-AR, net collection rate, and aging by payer monthly. An analyst exports from the PM system, stitches spreadsheets by hand, ships late.
The reality
RCM reporting is a stitching problem.
Each month an analyst pulls charge, payment, and adjustment data, rebuilds the same pivots, reconciles AR aging buckets against the GL, and formats a client deck by hand. It eats days, slips late, and an outlier payer hides in plain sight.
The operator pulls the source data on schedule, computes days-in-AR, net and gross collection rate, and clean-claim rate, flags payers trending the wrong way, and assembles the client-facing summary ready for review.
How the operator runs reporting & analytics operations
Report run · May close
extracting- Charge data pulled
- Payments and adjustments pulled
- Reconciling to ledger total
01Pull the source data
Extracts charges, payments, and adjustments from the PM system and reconciles totals against the period ledger.
KPI build · May
calculating- Days-in-AR computed
- Net collection rate computed
- Aging binned by payer
02Compute the KPIs
Calculates days-in-AR, net collection rate, and clean-claim rate, then bins AR aging by payer.
Client summary · May
assembling- Outlier payer flagged — denials up
- Summary deck assembled
- Routed for review
03Flag outliers & deliver
Surfaces payers trending the wrong way, assembles the client summary, and routes it for sign-off.
The outcome
−50% of reporting work off the team
Deliver accurate performance data without analyst hours.
- The same KPIs computed the same way every period, reconciled to the ledger
- Outlier payers surfaced before the client asks why collections slipped
- The monthly summary ready on schedule instead of stitched by hand
Common questions
Reporting & analytics operations
- What does the Reporting & analytics operations operator do?
- The operator pulls the source data on schedule, computes days-in-AR, net and gross collection rate, and clean-claim rate, flags payers trending the wrong way, and assembles the client-facing summary ready for review.
- What impact does the Reporting & analytics operations operator have?
- −50% of reporting work off the team. Deliver accurate performance data without analyst hours.
- How does the Reporting & analytics operations operator work?
- Extracts charges, payments, and adjustments from the PM system and reconciles totals against the period ledger. Calculates days-in-AR, net collection rate, and clean-claim rate, then bins AR aging by payer. Surfaces payers trending the wrong way, assembles the client summary, and routes it for sign-off.
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