Our work
What a performance review covers.
Review examples of the financial questions we investigate and the reporting formats we use.
Performance reviewIllustrative example
Data reviewed
Accounts receivable by payer
ReviewPayer and aging detail
CompareMovement between periods
InvestigateDrivers behind the change
Issue to investigate
Why are receivables aging?
Is the change driven by payment timing, denials, or follow-up?
Recommended follow-up
Review the affected balances, validate the cause, and assign follow-up responsibilities.
An example of our review structure. No client data or measured results are shown.
Sample reporting format
Download a sample dashboard to see a reporting format. This example is not a published client outcome.
View reporting exampleReview process
01
Define the measure
What are we measuring, and is it consistent?
02
Understand the movement
What changed, and what needs investigation?
03
Agree on the action
Who owns the next step, and when do we review?