CMSPUBLIC
Provider, quality, cost, NPI, OIG, and Open Payments context.
Official public source · refresh on request
CURRENT LANE
Choose a work area
Start with the next human-owned step.
BOUNDARYReview before consequential action.
PLATFORM CONTROL CENTER · TODAY
What needs attention across the platform
Practice onboarding and role access are shown from persisted records. Select one work area to continue; no action is activated from this overview.
LOADING
Loading platform work areas…
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
GOVERNED COMMAND INTAKE
HUMAN REVIEW
What do you need to move forward?
Describe the operational goal once. ConciergeOS will create a visible, role-scoped review item; it will not activate a connector, send a message, or book an appointment.
ROLE INTELLIGENCE · LIVE OPERATING SIGNALS
Your activity stream
One prioritized view of the operational work, alerts, and intelligence your role can act on.
ROLE LENS
INTELLIGENCE PULSE · LIVE PRACTICE CONTEXT
What the brain is seeing
A ranked, explainable view of current signals. Selecting a mode changes presentation only; it never executes work.
OBSERVING
STAFF ASSISTANT · VOICE ACTIVITY
OPERATIONAL ONLY
What the assistant prepared
Voice sessions become visible, reviewable work context. The assistant never marks an action complete on its own.
VOICE QUALITY OBSERVATORY · CONTROL SYSTEM
RELEASE GATEDMeasure the path from heard to approved
Deterministic analyzers make grounding, role safety, human gates, and audit readiness visible before voice capabilities expand.
NEWS BRIEFING HELPER · ROLE-AWARE
SOURCE-BOUNDED
OPERATIONS PULSE
The helper keeps this brief current with source-attributed updates and suggests a safe next step. You decide whether to create work.
Public source preview · verify the original notice before acting · no update creates a violation finding or sends outreach automatically.
PRACTICE CONTEXT
Approved operational memory available for today’s preparation.
WARM HANDOFFS
AGENT → HUMANMONTHLY CHECK-INS
WORKSPACE FEED
MESSAGES · NEWS · NOTIFICATIONSPCP OPERATING AGENDA
One internal view of check-ins, SLA deadlines, compliance actions, appointments, follow-ups, and onboarding milestones.
INTERNAL READ MODELNo external calendar write-back
VISIBLE WORK
0
Within this agenda window
TODAY
0
Needs attention today
OVERDUE
0
Requires human review
WEEK VIEW
Click an item to open its owning work surface.
This agenda is derived from PCP-owned operational dates. It does not infer availability, confirm appointments, or write to an external calendar. Appointment details remain minimum-necessary and human-controlled.
PRACTICE BLUEPRINT WORKBENCH
Turn a completed practice readiness session into a reviewed Practice Blueprint, an activated workspace, and human-owned follow-up.
HUMAN REVIEWNothing is auto-sold or auto-sent.
Loading Practice Blueprints…
Recipe data is operational only. Patient identifiers, diagnoses, medications, and clinical notes are not part of this workflow.
MANAGED PRACTICES
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AVG HEALTH SCORE
—
/ 100
ACTIVE SLA TICKETS
—
—
ANNUAL COST SAVINGS
Not measured
NEW RADAR INTEL 🔥
2026 EXECUTIVE ADVISORY RADAR ACTIVE
Surfacing three review lanes: HIPAA/AI governance, underpayment recovery, and clinician workflow burden. Any impact estimate remains a benchmark until this practice supplies evidence and the result is measured.
PUBLIC SIGNALS / SOURCE LEDGER
LOADING SIGNAL INDEX…
0 SIGNALS
Official public records are research signals, not proof of compliance, financial health, licensure, or operational need. Human review remains required.
PRACTICE HEALTH GAUGES
PRACTICE CARE RADAR
Real-time risk scoring & SLA compliancePROACTIVE ALERTS
ACTION REQUIREDLIVE TICKET FEED
| TICKET | PRACTICE | CATEGORY | PRIORITY | SLA DUE | STATUS | ASSIGNEE |
|---|
SALES: HOT CMS LEADS
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RESEARCH SIGNALS
SUPPORT: RETENTION WINS
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HEALTH SCORE < 75
URGENT SLA PROTECTIONS
—
URGENT / < 4H
🎯 TOP SALES DISCOVERY SIGNALS
CMS OPPORTUNITY SCORE⚡ FAST SUPPORT RETENTION UPGRADES
HEALTH SCORE BOOST💰 PARTNER PERFORMANCE REVIEW QUEUE
RECORDED PERFORMANCE
QRQR INTAKE DESKPrepare and send a practice-scoped invitation.↗
◎INVITE MONITORReview sent, active, completed, and expired invites.↗
SELF-SERVICE WELCOME QUEUE
Practices that started on their own and are waiting for a human welcome.
Loading self-service practices…
READINESS HANDOFF
Select a client to load their readiness context.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 |
|---|
Select a practice, then deploy a module as a pilot. Therapy Appointment Access is the real Marketplace appointment module: configure a practice-owned provider and held availability, then create a revocable public request link. OPEN SYNTHETIC SHOWCASE ↗ is presentation-only; it never creates a booking.
PRACTICE SERVICE TYPES
The business services a practice can understand and ask about, organized above the platform modules that may support delivery.
These are service groupings, not vendor endorsements or active deployments. Partner fit, readiness, and data access are reviewed separately.
READINESS BLUEPRINTS
The shared operating contract for evidence, ownership, human review, and future integrations.
These blueprints prepare the platform for payer, EMR, and clearinghouse data without claiming coverage, authorization, billability, or compliance before a qualified person verifies the source.
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.
CATALOG RECORDSNo hard delete · use retired
ACTIVE MODULE DEPLOYMENTS
Practice-level installations and their current operating state
APPOINTMENT OPERATIONS
Publish availability, share a focused booking link, and work incoming requests.
Select a therapy deployment to begin.
BOOKING LINK
A link lets a client request a time without entering the internal workspace.
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
Loading readiness data…
ACTION PLAN
Shared work between your team and PCP
Loading action plan…
ACTIVE SOLUTIONS
Modules currently deployed for your practice
Loading active solutions…
REQUESTS & SUPPORT
Your current PCP work queue
Loading requests…
▧ 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%
PCP GROUP PURCHASING (GPO) TIER
◉ 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
PRACTICE HEALTH SCORES & RISK INDEX
Composite 0-100 engine: engagement, SLA adherence, ticket load, category adoption
HEALTHCARE INTELLIGENCE SOURCE EXPLORER
CMS, Benefits, OpenFDA, HRSA, and Blue Button context with source status and human-review boundaries
DISCOVERY SCOUT · PUBLIC RESEARCH
Candidate opportunities awaiting review
No candidate projection loaded.
Run the Scout to inspect newly archived public signals.
HERMES · SANDBOX REVIEW
Synthetic review result
No review run yet.
BROKEN CLINIC · SHADOW TWIN
Counterfactual operating pathway
No shadow twin built yet.
INTELLIGENCE WORKSPACE
SOURCE REGISTRY
One governed home for public signals, benefits verification, market context, and beneficiary-authorized data.
BENEFITSCHECKING
Normalized eligibility facts and human-review recommendations.
Stedi boundary · raw payer response is not persistedOPENFDACHECKING
Drug and device recall, label, and event research signals.
Public research context · no clinical determinationHRSACHECKING
Health center locations and access-market context.
Registered web-service area and nearby searchesBLUE BUTTONCHECKING
Beneficiary-authorized Medicare FHIR data when consented.
OAuth and beneficiary consent requiredBENEFITS DEPARTMENT · CHARLES
BENEFITS VERIFICATION WORKBENCH
Run an authorized Stedi eligibility check, review derived signals, and optionally save a redacted governed fact record.
Run an eligibility check to see the normalized, human-review result. Raw payer payloads are never displayed here.
GOVERNED PRACTICE HISTORY
Select a practice and load its saved checks.
SALES INTELLIGENCE · EXPLAINABLE SIGNALS
TRIANGULATION WORKBENCH
CMS operational pressure × incident pressure × market relevance. Select a point to verify identity and add geographic context.
WAITING FOR CMS LEADS…
Select a lead point to see its evidence lanes and safe next verification step.
This is a prioritization model, not a finding. CMS signals are public research context; HRSA and NPI checks are verification steps; OpenFDA is a separate product-safety research lane unless a validated entity or product identifier connects it.
ACTIONABLE PUBLIC SIGNALS
ALL USERS · LOADING SIGNALS…
Use these records to prepare a better conversation. Confirm the current situation directly with the practice before making a claim or opening work.
NPI REGISTRY
Live NPPES provider lookup
OPEN PAYMENTS
CMS Sunshine Act records
OIG EXCLUSION CHECK
HHS LEIE screening record
CMS COST REPORTS
Annual HCRIS operating context
◎
Public historical context only. Review the reporting period and confirm current figures with the facility.
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.
Synthetic mode · ready
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.
Choose a geography or specialty to begin.
DENIAL & APPEAL REVIEW
Deadline-aware reviewer workspace · human submission gate
◆
Use claim references and operational summaries only. This workspace does not submit an appeal or store patient identifiers.
Select a practice to load appeal work.
Appeal packet builder
Select a case above, draft the packet summary, and list the documents the reviewer must confirm.
Documents remain separately governed; approval does not submit externally.
Select BUILD APPEAL PACKET on a case to load packet drafts.
REVENUE CASE INTELLIGENCE
Evidence-linked brief over this practice's denial records · every action needs your approval
◆
Findings are deterministic rule matches that cite the records behind them. Approving creates an owned work item; nothing is submitted, sent, or contacted from here.
Select a practice in Denial & Appeal Review to load its brief.
| FACILITY | LOCATION | FINES ($) | DEFICIENCIES | NURSE HRS/DAY | OPP. SCORE | TIER | ACTION |
|---|
LEGAL & COMPLIANCE DESK
Authoritative references and public signals for human-led facility review
REFERENCE LIBRARY LOADING…
Use this desk to prepare better conversations.
It connects PCP operators to official sources, recurring review prompts, and existing public-data tools. It does not provide legal advice, certify a facility, scrape restricted sites, or make an automated compliance determination.
VENDOR AGREEMENT REGISTER
Link a practice-specific agreement to ready evidence, then complete a human review before verification.
SIGNAL → ACTION WORKBENCH
Score evidence quality separately from operational priority, then assign a human next step
ACTION QUEUEHuman-owned next steps
SOURCE LIBRARY
0
Curated references
PUBLIC SIGNALS
0
Human verification required
CONTROL THEMES
0
Conversation prompts
OPERATOR CONTROL MAP
Conversation guidance only — use the workbench below to create the saved facility record
HOW TO USE THESE CARDSThey do not save a signal or create an action automatically.
- 01Ask the questionUse the prompt during a facility conversation or evidence request.
- 02Capture what is observableReview the linked source and record the finding in ＋ LOG SIGNAL.
- 03Route the next stepVerify the signal, then create, assign, approve, and track the action.
AUTHORITATIVE SOURCES & PUBLIC SIGNALS
Open the source, capture the verification date, and keep interpretation with the responsible human reviewer
VIP CONCIERGE TICKET & SLA CRM
Every case: SLA clock, assignee, priority multiplier, audit timeline
PRACTICE 360
One relationship view over the practice account, contacts, opportunities, service cases, and owned next steps.
Choose a practice work area to open its relationship workspace.The view composes operational records; it is not a clinical record and does not authorize external action.
PRACTICE ACCOUNT
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—
Choose a practice to see its operating lane and next required action.
Guided pilot not started
Concierge Connect setup status will appear here.
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NEXT HUMAN-OWNED ACTIONS
Prioritized from the same records used by the CRM surfaces.
GUIDED PILOT CHECKLIST
Advance one visible gate at a time. Publication remains blocked until the required review is complete.
PILOT → OPERATIONS COMMAND CENTER
Reviewer-facing launch packet, activation gates, and role-scoped attention signals.
PILOT ACTIVATION CHECKLIST
Complete the operational safeguards before a practice test begins. Every item remains human-owned and auditable.
OPPORTUNITIES
Practice needs requiring validation and ownership.
TICKETS & SLA
Service cases with calculated SLA state.
CONTACTS
Non-patient practice contacts.
TEAM WORK & PLANS
Owned work and bounded continuity plans.
RELATIONSHIP TIMELINE
Recent account activity without copying message bodies or sensitive free text.
SHARED TEAM WORK AREAS
Sales, Benefits, Concierge, and other PCP teams can own client follow-ups, handoffs, and events in one practice work area.
PRACTICE ENGAGEMENT MOMENTS
Organize the relationship around the right moment, audience, and channel—not a generic dashboard.
HUMAN REVIEWMoments can prepare a workspace draft, email draft, or QR/share intent. They do not send, publish, retrieve patient data, or write to an external vendor.
No engagement moments for this practice.
BOUNDED FOLLOW-UP PLANS
Keep a human-owned objective across sessions, then explicitly prepare the next internal work item when it is due.
CONTINUITY WITH CONTROLPlans use the selected practice boundary and approved operational context. They never send messages, write to connectors, access PHI, make payer decisions, or run in the background.
No bounded follow-up plans for this practice.
WORK ITEM QUEUE
Filtered to the active practice work area.
CLIENT CONTACTS
Non-patient operational contacts for the active practice work area.
ROLE WIZARDS
Role-aware guided workflows for practice intake, Sales, Marketing, Benefits, Concierge, Technology, Compliance, and leadership review.
REVIEW FIRSTEvery submission becomes a reviewable human-owned work item; no external action runs from a wizard.
One practice record · role-specific lanes
Start with the active practice, choose the lane that matches your responsibility, capture only bounded operational context, and submit one auditable next step. The result stays attached to the practice relationship and routes to the owning team for review.
Use Practice Intake for a new or unclear need, Sales Discovery for qualification, Marketing Brief for approved messaging, Benefits Resolution for benefits work, and Connection Request for tools or vendor integration. Practice Blueprint, Team Work, and platform controls remain the governed decision surfaces.
Loading role wizards…
PRACTICE WIZARD DRAFTS
Resumable drafts for the active practice work area.
Select a practice to see saved drafts.
SALES PRACTICE INTRODUCTION
Prepare a polished, practice-specific email for human review.
Use this after confirming the practice context and permission to follow up. It includes the Benefits handoff, but never sends email or creates a commercial commitment.
PREFERRED VENDOR COMMAND CENTER
Curated partners, service fit, response performance, and review status
PRACTICE DIRECTORY & PREFERRED VENDORS
Staff on-call contacts and practice-approved vendor catalog within Zero-PHI enclave.
Select a practice work area to view contacts and preferred vendors.
CONCIERGEOS · BRAND GOVERNANCE
Brand & vendor recognition
Keep preferred-vendor recognition accurate and subordinate to the PCP brand. Recognition does not grant a vendor a ConciergeOS account, role, or platform access.
ROLE INTELLIGENCE · VENDOR PORTFOLIO
Leadership vendor brief
A decision-ready view of vendor coverage, governance, and ConciergeOS participation.
PARTNER ONBOARDING
After a meeting, prepare a private Crystal Ball profile link. Leadership can confirm a partner profile; a platform administrator separately controls account invitations.
LEADERSHIP REVIEW · INVITATIONS ADMIN-MANAGED
◈
Leadership-led, human-reviewed
Leadership may confirm a partner profile and share a limited-use profile form. Only a platform administrator creates or manages portal invitations. Do not enter patient or clinical information.
Loading vendor access review…
INTAKE MATCH REVIEW
Describe an operational need, then review the explainable support-path suggestion.
PRACTICE ASSESSMENT
MATCH RESULT & CONFIDENCE
Submit an intake to see explainable confidence scoring.
COO COMMAND CENTER · COMMUNITY IMPACT
COMMUNITY HEALTH FUNDING DESK
Prepare funding campaigns, evidence, coalition letters, and human-owned next steps across rural, tribal, county, and Hispanic/Latino community-health work.
CATALOG-ONLY FOUNDATION
Loading operating lanes…
SOURCE REGISTRY
Verify before you write
No source registry loaded.
CAMPAIGN BUILDER
Choose the campaign shape
Templates organize evidence; they do not determine eligibility or submit an application.
READINESS CHECKLIST
What is still missing?
NEXT SAFE ACTION
Keep the campaign human-owned
Boundary: the desk may prepare briefs, letters, and assignments. It never submits, signs, promises funds, or contacts an outside party automatically.
PERSISTED CAMPAIGNS
Keep the work moving
Save a campaign brief, assign its next owner, and track readiness without sending anything outside ConciergeOS.
Loading saved campaigns…
EXECUTIVE QBR & PERFORMANCE AUDIT SUITE
MGMA/HFMA-benchmarked quarterly financial health, RCM recovery, credentialing shield & 90-day strategy
LIVE DATA NOT YET MEASURED · Select a practice to review verified evidence
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
Not measured
Evidence review required
UNDERPAY RECOVERY
Not measured
Payer evidence required
PAJAMA TIME SAVED
Not measured
Practice baseline required
MGMA / HFMA BENCHMARK GAUGES
NATIONAL MEDIANA/R AGING WATERFALL
DISTRIBUTION
0-30 days (healthy)
31-60 days
61-90 days
91+ days (at risk)
CREDENTIALING 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
Select a practice to compose a reviewable 360 report.
HIPAA & AI GOVERNANCE SHIELD
BENCHMARK
$1.5M
SILENT UNDERPAYMENT RECOVERY
BENCHMARK
$336,800
CLINICIAN PAJAMA TIME SAVED
QUALITY OF LIFE
14.5 hrs
🛡️ VENDOR AGREEMENT EVIDENCE
Practice-specific BAA records, linked evidence, and human review state. This register does not certify legal compliance.| VENDOR | DATA RELATIONSHIP | EVIDENCE | REVIEW STATUS | LAST REVIEWED | ACTION |
|---|---|---|---|---|---|
| Loading practice-specific agreement records… | |||||
💸 TIER 2: SILENT UNDERPAYMENT & FEE SCHEDULE DISPARITY RADAR
Led by Carrie Carney (VP Revenue Cycle) — Catching commercial payers paying below negotiated contract ratesILLUSTRATIVE BENCHMARK
Example contract-rate variances. Open a review to create a human-owned Revenue Cycle work item for the selected practice; nothing is sent to a payer.
| 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 WORKFLOW (DIRECTIONAL)
3.7 hrs/wk
✨ Potential reduction: 14.5 hrs/wk
💡 CLINICAL IMPACT SUMMARY
A vetted documentation or virtual-assistant pilot may reduce evening charting. Treat this as a directional planning estimate until the practice supplies a baseline and the result is measured.
