A large Medicare Advantage organization with clinics across multiple markets needed an automated financial reporting system to improve operational visibility. Key requirements included month-to-date and year-to-date performance tracking, budget comparisons, and insights into patient encounters, staffing (FTEs, hours, overtime), reimbursement rates, volume, and revenue patterns. The system also had to provide detailed service line visibility—such as ancillary, office, and imaging services—at both the clinic and market levels.
Case Study: Medicare
Advantage Company
Delivered automated MTD/YTD
financial reporting and multi-market
service line insights across clinics.
The Challenge
The Solution
Automated Financial Intelligence Across Markets & Clinics
We designed a scalable, fully automated reporting ecosystem to give leadership real-time insight into financial and operational performance, enabling smarter decisions at both the market and clinic levels.
Market-to-Clinic
Financial Visibility
We built MTD, YTD, budget, and year-over-year comparison reports with drill-down views for individual clinics, giving stakeholders clarity into financial performance at every level.
Operational
Expense Clarity
Reports categorized operating expenses in detail, highlighting high-cost areas and budget variances to support targeted cost control.
EBITDA Bridges &
Encounter Trends
Custom bridge reports identified key performance drivers and budget gaps, while encounter trend analysis revealed patient volume shifts and appointment behaviors.
Workforce Efficiency
Insights
Automated headcount, FTE, and overtime tracking across markets enabled better staffing decisions and reduced overages.
Volume, Revenue, and
Reimbursement Analysis
Service line and encounter trend reports tracked clinic performance over time, supported by CPT-level revenue symmetry analysis to compare reimbursement across clinics and markets.
Service Distribution &
Payer Mix Intelligence
We delivered insights into billable service distribution and payer mix, allowing the organization to spot revenue trends and align strategy with shifting patient populations.
Results at a Glance
80%
reduction in manual
reporting
Cut manual reporting by 80% and enabled real-time insights
Empowered managers with granular, transparent financial performance data access
Enabled physician data validation, strengthening trust and leadership alignment
Real Results. Real Impact.
With the implementation of a fully automated financial reporting package, our client gained visibility into their financial health across multiple markets and clinics. The solution not only streamlined reporting processes but also empowered leadership with data-driven tools to better understand profitability and operational expenses.
