Start with the Full Picture.
In order to optimize your revenue cycle, you need to know exactly where revenue is at risk and why.
A Revenue Cycle Assessment gives you that clarity.
Who This Is For
Is a Revenue Cycle Assessment right for your organization?
Your organization has been on its current EHR for five or more years without a formal, comprehensive review of how it supports the revenue cycle
You have questions or billing team complaints about billing accuracy, denial trends, or charge lag but lack clear data to diagnose the source
You are experiencing cash flow gaps, timely filing losses, or authorization failures or eligibility lapses without a clear understanding of why
You are considering outsourcing revenue cycle management and need a baseline before moving forward
You want confidence that your revenue cycle is operating the way it should and that you are capturing every dollar expected
Your financial data does not give your leadership team a clear, reliable picture of trends across the last 12 months
Some organizations complete an assessment as a standalone service and use the findings to strengthen their existing team and processes, with no commitment to ongoing management required.
What We Examine
The full picture, from intake through month-end close.
No part of the revenue cycle operates in isolation. Our assessment treats it that way.
End-to-end workflows
From intake and eligibility through authorization, clinical documentation, charge capture, and final reconciliation.
EHR configuration and system integration
How your EHR is set up to support the revenue cycle, including clearinghouse and financial system integration, and where gaps exist.
A/R performance and denial trends
Charge lag, denial rates, root cause patterns, and the upstream workflow and configuration issues driving them.
Financial analysis and 12-month trending
Where data is available, a 12-month trending analysis of key financial performance indicators to surface patterns leadership may not be seeing clearly.
Staffing, policies, and operating procedures
Whether your organizational structure, staffing levels, and written processes reflect best practice standards across every function that touches revenue.
Payer configuration and managed care alignment
Rate updates, payer setups, and EDI settings for output formats reviewed against current regulatory requirements and your payer mix.
What You Receive
Actionable findings grounded in how your organization actually operates.
Comprehensive findings report with prioritized recommendations
Revenue Cycle Recommendations Grid for tracking and monitoring of optimization tasks
Baseline KPI metrics including charge lag, denial rate, days in A/R, and net collection rate
12-month trending analysis of financial performance where data is available
Executive presentation of findings and risks delivered to leadership
A clear, prioritized path forward whether you proceed with outsourced management or not
Every finding is grounded in how your organization actually operates, based on your specific configuration, workflows, and payer mix.
Request a Revenue Cycle AssessmentThe Path Forward
Where you go from here depends on what you find.
Many organizations use the findings to make improvements with their existing team. For those ready to go further, we are here.
Get Support on Execution
For organizations that want help implementing specific recommendations, whether that means EHR configuration changes, workflow redesign, or billing process improvements, we are available to assist on the areas where you need it most.
Consider Full Revenue Cycle Management
For organizations ready to explore outsourced revenue cycle management, the assessment is a required first step. It establishes the baseline we need to take over operations effectively and minimizes surprises during transition.
Knowing where you stand is the first step.
An unreviewed revenue cycle is a liability that compounds quietly. Configuration that has not kept pace with regulatory changes. Rates that have not been updated. Workflows that create inconsistency across teams. A Revenue Cycle Assessment gives you the clarity to act.