Sample briefing

See a complete executive briefing before you share anything.

The fictional gastroenterology group below shows the full decision structure. It is ungated, uses invented practice data, and makes no claim about a real organization.

Fictional demonstration · Gastroenterology

Harbor Gastroenterology Group

Six providers · May 2026 · All practice details and values are invented.

Reference-range methodology
Executive summary

The practice remains productive, but cash conversion and overhead moved in the wrong direction. Net collection rate fell 2.7 points while Days in A/R rose by eight days. Scheduling efficiency improved, so the immediate question is not whether the group can see more patients. It is whether delayed collections and higher operating cost are absorbing the benefit of better schedule use.

Scorecard

MeasureCurrentPriorIllustrative rangeAssessment
Days in A/R49 days41 days30 to 46 daysWatch
Net collection rate92.4%95.1%93.5% to 98.0%Critical
Third-next-available21 days16 days10 to 22 daysWatch
Scheduling efficiency83%79%73% to 88%Stable
Operating expense ratio71%67%60% to 72%Watch
Revenue per provider$72,000$74,500$60,000 to $90,000Stable

Ranges are internally authored, industry-informed estimates for demonstration. They are not live peer data or licensed survey medians.

What changed

  • Days in A/R rose from 41 to 49 days.
  • Net collection rate fell from 95.1% to 92.4%.
  • Operating expense ratio increased four points.
  • Scheduling efficiency improved four points while access widened by five days.

Why it matters

The practice may be doing more scheduling work without converting that activity into cash quickly enough. If the pattern persists, it can narrow physician compensation and reduce room for hiring or investment even when the schedule looks busy.

Likely drivers to test

  • Hypothesis: one or more payer work queues are aging faster than last month.
  • Hypothesis: recent staffing or overtime expense is lifting overhead.
  • Hypothesis: improved schedule use is concentrated in lower-reimbursement visit mix.

Recommended actions

  1. 1. Review the ten largest balances entering the 91+ day A/R bucket and group them by payer and claim status.
  2. 2. Reconcile the four-point expense increase to payroll, overtime, and one-time purchases before changing staffing.
  3. 3. Compare schedule utilization with collected revenue by site for the same period.

What not to chase yet

Do not add provider capacity based on the wider access measure alone. Scheduling efficiency improved, and the available practice-level data cannot show whether demand, templates, room constraints, or visit mix caused the delay.

What to watch next

  • Days in A/R and net collection rate together
  • Operating expense ratio after one-time costs are removed
  • Third-next-available beside scheduling efficiency

Prior-period follow-up

Last month leadership planned to reduce unused template time. Scheduling efficiency improved from 79% to 83%, which suggests progress. Access still widened, so the next review should test whether appointment-type rules or site-level availability are limiting usable capacity.

Optional interactive demonstration

Try the automated draft with aggregate metrics.

This immediate result is AI-assisted and is not human-reviewed. Client briefings go through review before delivery.

Your practice

We use this to follow up with a copy of the briefing. No list, no drip sequence.

One month of data

Pre-filled with an illustrative primary care practice. Replace any line with your own figures, or clear what you do not have.

Total monthly revenue divided by number of full-time-equivalent providers.

Average number of days from charge to collection.

Collections as a percentage of charges, after contractual adjustments.

Adjustments as a percentage of gross revenue.

Share of revenue from commercial payers.

Average allowed amount divided by gross charge.

Average days until the third available appointment slot.

Share of appointments where the patient did not arrive.

Provider-utilized time as a share of available scheduled time.

Total FTE staff divided by total FTE providers.

Annualized share of providers who have left.

Training budget as a share of total payroll.

Operating expenses as a share of net revenue.

Total operating expenses divided by total patient visits.

Average patient satisfaction score (out of 5).

Share of quality measures in compliance.

Takes about a minute. 16 of 16 metrics filled in.