WARM HANDOFFS
AGENT → HUMANMONTHLY CHECK-INS
WHILE YOU WERE AWAY
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 CARE RADAR
Real-time risk scoring & SLA compliancePROACTIVE ALERTS
ACTION REQUIREDLIVE TICKET FEED
| TICKET | PRACTICE | CATEGORY | PRIORITY | SLA DUE | STATUS | ASSIGNEE |
|---|
🎯 TOP SALES CONVERSION TARGETS
CMS HIGH OPPORTUNITY SCORE⚡ FAST SUPPORT RETENTION UPGRADES
HEALTH SCORE BOOST💰 HIGH-CONVERSION PARTNER REFERRAL MATCHES
AVERAGE CONVERSION > 90%Completed client readiness conversations and action plans will appear here before onboarding work begins.
PHASE WORKSPACE
SELECT PRACTICESelect a practice above to manage its 4-Phase onboarding checklist and exit criteria.
🎯 EXIT CRITERIA GATEWAY
LOCKEDExit 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 |
|---|
MARKETPLACE ADMINISTRATION
Create and maintain the solution catalog. Publishing a module makes it eligible for a controlled practice pilot; it does not deploy anything by itself.
ACTIVE MODULE DEPLOYMENTS
Practice-level installations and their current operating state
APPOINTMENT OPERATIONS
Publish availability, share a focused booking link, and work incoming requests.
BOOKING LINK
PROVIDER AVAILABILITY
REQUEST QUEUE
Human actions remain explicit. The system never silently confirms a visit.
WAITLIST RECOVERY
Offer recovered openings to clients who could not find a suitable time.
READINESS SNAPSHOT
What we heard and what we recommend next
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ACTION PLAN
Shared work between your team and PCP
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ACTIVE SOLUTIONS
Modules currently deployed for your practice
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REQUESTS & SUPPORT
Your current PCP work queue
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▧ PRACTICE PARAMETERS
Choose a practice before generating a report. This calculator does not contain PHI.
◉ VALUE CREATION BREAKDOWN
CLAIMS DENIAL RECOVERY
Recaptured via PCP RCM billing workflows
GPO SUPPLY & EQUIPMENT SAVINGS
Discount leverage across medical supplies
RCM VENDOR FEE REDUCTION
Benchmark target: 4.5%
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
NPI REGISTRY
Live NPPES provider lookup
OPEN PAYMENTS
CMS Sunshine Act records
OIG EXCLUSION CHECK
HHS LEIE screening record
CLAIMS READINESS SCRUBBER
Synthetic-safe pre-submission rules · no raw claim storage
Use normalized fixture data only. This workbench does not submit claims, change codes, or decide medical necessity.
PRACTICE OPPORTUNITY SEARCH
CMS-scored facilities plus broader NPI research matches
Public matches help prioritize outreach; they do not prove a practice has denials or a revenue-cycle problem.
| 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
VENDOR ACCESS REVIEW
Approve one verified contact at a time. No user account exists until the invited person activates it.
Review the source email, confirm the relationship, then create a seven-day invitation. The invitation link is copied manually through your normal secure work channel.
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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
MGMA / HFMA BENCHMARK GAUGES
NATIONAL MEDIANA/R AGING WATERFALL
DISTRIBUTIONCREDENTIALING SHIELD
LEIE CLEAR90-DAY STRATEGIC ACTION PLAN
0 ITEMSQUARTERLY PERFORMANCE TREND
4-QUARTER HISTORY2026 EXECUTIVE ADVISORY RADAR
Surfacing high-ROI blind spots: Zero-Trust HIPAA/AI Governance, Silent Underpayment Recapture & Pajama Time Elimination
🛡️ 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| 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."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.