PRACTICE CARE PLUS · VIP CONCIERGE DESK

Who needs you · who you promised · what’s at risk

Front-door agent lines up the lead. You own the relationship. No phone tree. No ticket number for the practice.

WARM HANDOFFS
0
Ready for a human
CHECK-INS DUE
0
Monthly relationship cadence
SLA AT RISK
0
Cases under 4h or breaching
HEALTH AT RISK
0
Score under 70
OPERATOR QUESTIONS

WARM HANDOFFS

AGENT → HUMAN

MONTHLY CHECK-INS

WHILE YOU WERE AWAY

MANAGED PRACTICES ?
04
AVG HEALTH SCORE ?
84.5 / 100
ACTIVE SLA TICKETS ?
06 2 AT-RISK
ANNUAL COST SAVINGS ?
$284,500
NEW RADAR INTEL 🔥 2026 EXECUTIVE ADVISORY RADAR ACTIVE

Surfacing 3 critical blind spots: $1.5M HIPAA/AI Governance Shield (Judy L. Brown), $336.8K Silent Underpayment Recapture (Carrie Carney) & 14.5h/wk Pajama Time Reclaimed (Jo Ann Nichols).

PRACTICE HEALTH GAUGES

PRACTICE CARE RADAR

Real-time risk scoring & SLA compliance

PROACTIVE ALERTS

ACTION REQUIRED

LIVE TICKET FEED

TICKET PRACTICE CATEGORY PRIORITY SLA DUE STATUS ASSIGNEE
🎯 REAL-TIME ACTION DESK — LOWEST HANGING FRUIT

Highest Probability Sales Targets & Support Interventions

Up-to-the-minute intelligence on high-conversion CMS sales leads, fast-retention client upgrades, and urgent SLA protections.

EST. IMMEDIATE REVENUE POTENTIAL
$186,400
Across 8 High-Probability Opportunities
SALES: HOT CMS LEADS
03 HIGH CONVERSION
SUPPORT: RETENTION WINS
02 SCORE < 70
URGENT SLA PROTECTIONS
02 < 4H REMAINING

🎯 TOP SALES CONVERSION TARGETS

CMS HIGH OPPORTUNITY SCORE

⚡ FAST SUPPORT RETENTION UPGRADES

HEALTH SCORE BOOST

💰 HIGH-CONVERSION PARTNER REFERRAL MATCHES

AVERAGE CONVERSION > 90%
◆ PRACTICE CARE PLUS CLIENT LIFECYCLE

4-Phase Onboarding & Exit Criteria Engine

Pre-planned, pre-staffed, and pre-governed client transitions from initial contract kickoff to steady-state QBR cadence.

ONBOARDING HEALTH
0%
Select a practice to begin
READINESS HANDOFF
Select a client to load their readiness context.

Completed client readiness conversations and action plans will appear here before onboarding work begins.

OPEN READINESS STUDIO ↗

PHASE WORKSPACE

SELECT PRACTICE

Select a practice above to manage its 4-Phase onboarding checklist and exit criteria.

🎯 EXIT CRITERIA GATEWAY

LOCKED

Exit criteria status and advance controls will appear once a practice is selected.

📊 COHORT ONBOARDING PIPELINE MATRIX

0 PRACTICES IN PIPELINE
PRACTICE NAME SPECIALTY CURRENT PHASE COMPLETION % EXIT CRITERIA KICKOFF / HYPERCARE ACTIONS
◆ PRACTICE CARE PLUS · SOLUTIONS MARKETPLACE

Operational modules for the work behind care

Choose a focused module, deploy it to one practice, and move from discovery into measurable work with a controlled owner and audit trail.

AGENTIC CONTROL LAYER
PCP DB
Booking authority remains in PCP
LIVE CATALOG
Select a practice, then deploy a module as a pilot. Therapy Appointment Access starts in Held mode; live calendar booking is intentionally not implied. Use the sales demo to walk a prospect through the experience with synthetic data.

ACTIVE MODULE DEPLOYMENTS

Practice-level installations and their current operating state

0 DEPLOYMENTS
◆ PRACTICE CARE PLUS · CLIENT PORTAL

Your practice, your next safe step

A focused view of your readiness, active work, deployed solutions, and requests. Your PCP concierge remains one message away.

ONBOARDING PHASE
Agreement status loading

READINESS SNAPSHOT

What we heard and what we recommend next

Loading readiness data…

ACTION PLAN

Shared work between your team and PCP

0 TASKS

Loading action plan…

ACTIVE SOLUTIONS

Modules currently deployed for your practice

Loading active solutions…

REQUESTS & SUPPORT

Your current PCP work queue

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◆ HEALTHCARE COST ENGINEERING ENGINE

Revenue Recovery & GPO Leverage Calculator

Quantify claims denial recovery, RCM fee optimizations, and GPO volume rebate potential in real time.

TOTAL EST. ANNUAL SAVINGS
$142,500
+18.5% Revenue Expansion

▧ PRACTICE PARAMETERS

Saved to the client record

Choose a practice before generating a report. This calculator does not contain PHI.

$3,500,000
$500K$10M$20M
9.5%
2% BEST10% AVG25% CRITICAL
6.5%
3%7.5%12%

◉ VALUE CREATION BREAKDOWN

CLAIMS DENIAL RECOVERY

Recaptured via PCP RCM billing workflows

$66,500/yr

GPO SUPPLY & EQUIPMENT SAVINGS

Discount leverage across medical supplies

$49,000/yr

RCM VENDOR FEE REDUCTION

Benchmark target: 4.5%

$27,000/yr
WASTE DISTRIBUTION
DENIAL SUPPLY FEE

PRACTICE HEALTH SCORES & RISK INDEX

Composite 0-100 engine: engagement, SLA adherence, ticket load, category adoption

CMS FEDERAL DATA INTELLIGENCE

Live federal datasets — Nursing Homes, NPPES NPI, OIG, Open Payments

PUBLIC SOURCE CONNECTIONS

Official CMS and HHS records are retrieved on request. Results are for operational research and require human review.

CMS cache not refreshed this session.

NPI REGISTRY

Live NPPES provider lookup

PUBLIC

OPEN PAYMENTS

CMS Sunshine Act records

PUBLIC

OIG EXCLUSION CHECK

HHS LEIE screening record

PUBLIC

CLAIMS READINESS SCRUBBER

Synthetic-safe pre-submission rules · no raw claim storage

HUMAN REVIEW

Use normalized fixture data only. This workbench does not submit claims, change codes, or decide medical necessity.

Synthetic mode · ready

PRACTICE OPPORTUNITY SEARCH

CMS-scored facilities plus broader NPI research matches

PUBLIC SIGNALS

Public matches help prioritize outreach; they do not prove a practice has denials or a revenue-cycle problem.

Choose a geography or specialty to begin.
FACILITY LOCATION FINES ($) DEFICIENCIES NURSE HRS/DAY OPP. SCORE TIER ACTION

VIP CONCIERGE TICKET & SLA CRM

Every case: SLA clock, assignee, priority multiplier, audit timeline

VETTED PARTNER NETWORK

Conversion rates, SLA performance, GPO volume leverage

WORKSPACE ACCESS
Loading your vendor directory scope…

AI INTAKE MATCHING ENGINE

Explainable weighted keyword scoring → PCP ecosystem category mapping

PRACTICE ASSESSMENT

MATCH RESULT & CONFIDENCE

Submit an intake to see explainable confidence scoring.

EXECUTIVE QBR & PERFORMANCE AUDIT SUITE

MGMA/HFMA-benchmarked quarterly financial health, RCM recovery, credentialing shield & 90-day strategy

TOTAL VALUE DELIVERED
$0
▲ This Quarter
DENIAL RECAPTURE
$0
0% rate
GPO SAVINGS
$0
Supply chain
RCM FEE REDUCTION
$0
Cost engineering
TICKETS RESOLVED
0
SLA: 0%
HIPAA / AI SHIELD
$1.5M
Zero-Trust BAA
UNDERPAY RECOVERY
$84.2K
Payer audit
PAJAMA TIME SAVED
14.5 hrs
Weekly EHR saving

MGMA / HFMA BENCHMARK GAUGES

NATIONAL MEDIAN

A/R AGING WATERFALL

DISTRIBUTION
0-30 days (healthy) 31-60 days 61-90 days 91+ days (at risk)

CREDENTIALING SHIELD

LEIE CLEAR

90-DAY STRATEGIC ACTION PLAN

0 ITEMS

QUARTERLY PERFORMANCE TREND

4-QUARTER HISTORY

2026 EXECUTIVE ADVISORY RADAR

Surfacing high-ROI blind spots: Zero-Trust HIPAA/AI Governance, Silent Underpayment Recapture & Pajama Time Elimination

HIPAA & AI GOVERNANCE SHIELD 100% SECURE
$1.5M
SILENT UNDERPAYMENT RECOVERY UNCOLLECTED CASH
$336,800
CLINICIAN PAJAMA TIME SAVED QUALITY OF LIFE
14.5 hrs

🛡️ TIER 1: ZERO-TRUST BAA & AI SHADOW IT SHIELD

Led by Judy L. Brown, Esq. (Legal & Compliance Guidance) — Monitoring AI data leakage and OCR audit readiness
BAA VERIFICATION ACTIVE
SOFTWARE / AI VENDOR USE CASE ENCRYPTION BAA STATUS OCR AUDIT RISK ACTION
DAX Copilot Ambient AI Clinical Voice Documentation AES-256 / TLS 1.3 ACTIVE BAA Low Risk (Compliant)
ChartFlow EMR Cloud Electronic Health Record AES-256 / SOC-2 ACTIVE BAA Low Risk (Compliant)
Staff ChatGPT / Public LLMs Unapproved Drafting (Shadow AI) None (Public Training) MISSING (CRITICAL) HIGH VIOLATION RISK
PaySecure Merchant Portal Patient Billing & Payment Processing PCI-DSS / TLS 1.3 ACTIVE BAA Low Risk (Compliant)

💸 TIER 2: SILENT UNDERPAYMENT & FEE SCHEDULE DISPARITY RADAR

Led by Carrie Carney (VP Revenue Cycle) — Catching commercial payers paying below negotiated contract rates
COMMERCIAL PAYER CPT CODE & DESCRIPTION CONTRACTED RATE ACTUAL PAID RATE VARIANCE / LEAKAGE ANNUAL IMPACT RECOVERY STATUS
UnitedHealthcare 99214 - Office Visit (Est, Level 4) $135.00 $114.00 -15.5% ($21.00/claim) $38,400 / yr
BCBS Commercial 29881 - Knee Arthroscopy Surgery $1,450.00 $1,280.00 -11.7% ($170.00/claim) $31,200 / yr
Aetna Commercial 99213 - Office Visit (Est, Level 3) $98.00 $98.00 0.0% (Matched) $0 / yr Contract Compliant
Humana PPO 93000 - Electrocardiogram (ECG) $45.00 $36.50 -18.9% ($8.50/claim) $14,600 / yr

⏳ TIER 3: CLINICIAN "PAJAMA TIME" & EHR BURDEN RECLAMATION

Led by Jo Ann Nichols & Dr. Robert Abbate — Delivering on our promise: "Restore your personal life and return your attention to patient care."
EVENING CHARTING (BEFORE PCP)
18.2 hrs/wk
⚠️ Severe Pajama Time Burden
CURRENT CHARTING (WITH PCP AI)
3.7 hrs/wk
✨ 14.5 Hours Reclaimed Every Week!
💡 CLINICAL IMPACT SUMMARY

By implementing vetted Ambient AI documentation and virtual assistant workflows, Practice Care Plus eliminates evening charting, cutting clinician EHR turnaround time by 95% and restoring personal family time.

PRACTICE CARE PLUS

SECURE CONCIERGE WORKSPACE
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