Power BI · Healthcare RCM

Revenue Cycle Management Dashboard

Real-time claim performance, AR aging, denial root causes, and payer mix analytics — from Epic and your clearinghouse to Power BI in under 48 hours.

Built for healthcare CFOs, RCM directors, and billing managers who need accurate, trusted visibility into claim performance, cash velocity, and denial patterns across every department and payer.

Powered by Power BI, connected to Epic, Cerner, Waystar, Availity, and your billing system.

Revenue Cycle Management Dashboard — interactive Power BI dashboard preview

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Audience

Who This Dashboard Is For

Ideal For

  • Healthcare CFOs and VPs of Finance who own collection rate and AR aging reporting for the board
  • RCM Directors and Billing Managers tracking denial rates, clean claim rates, and payer performance
  • Health systems, physician groups, and ambulatory surgery centers with Epic, Cerner, or Allscripts as their EHR
  • Teams with 10,000+ monthly encounters who have outgrown spreadsheet-based claim tracking
  • Revenue cycle consultants who need a standardized analytics layer across multiple client organizations

Not Ideal For

  • Solo practices or very small groups (under 2,000 monthly encounters) — the payer mix analysis is most valuable at scale
  • Organizations that have already implemented a dedicated RCM analytics platform like Strata Decision or Axiom
  • Dental or vision practices — this dashboard is scoped to medical billing and CPT/ICD-10 claim workflows
By the numbers

RCM Metrics That Drive Cash Performance

Five indicators every RCM director and healthcare CFO monitors daily — tracking claim velocity, denial exposure, and net revenue per encounter.

Gross Collection Rate

97.3%

Net collections as % of net charges after contractual adjustments

+0.8 pts QoQ

Days in AR

32.4

Average days from date of service to payment receipt

-1.8 days QoQ

Denial Rate

6.8%

Claims denied on first submission — HFMA benchmark is under 5%

-0.4 pts QoQ

Net Revenue per Visit

$284

Net collections divided by total billable encounters this period

+3.2% QoQ

Clean Claim Rate

91.2%

Claims accepted by payer on first pass without defect or correction

+0.9 pts QoQ

The problem we solved

From Claim Spreadsheets to a Real-Time RCM Command Center

Healthcare billing teams waste hours every week reconciling claim status across multiple clearinghouse portals, ERA files, and EHR reports — often catching denial patterns weeks too late to act on.

The challenge

A 300-provider Dallas-area health system was tracking denial rates from a monthly Waystar report, reconciling AR aging in Excel, and calculating collection rates by pulling data from three separate Epic billing modules. The billing director had a different collection rate number than the CFO every month — because each used a different denominator definition. Denial root-cause analysis was a 4-hour manual process run only after month close.

  • Gross collection rate differed between billing, finance, and the CFO — all from the same Epic data
  • No real-time visibility into denial root causes by payer or reason code
  • AR aging buckets were recalculated monthly in Excel — too late to take corrective action on 90+ day accounts
  • Payer mix shifts were not visible until the quarterly board report

Our approach

We built a Power BI semantic model on top of a staging layer connected to Epic Clarity, Waystar clearinghouse API, and the health system's billing database. The dashboard calculates gross collection rate, days in AR, denial rate by reason code, and payer mix using definitions aligned with the CFO and billing director before any DAX was written.

  • Defined canonical collection rate formula (net collections ÷ net charges after contractual adjustments) with the CFO before writing any measures
  • Built Epic Clarity → Azure Data Lake pipeline with nightly refresh
  • Denial reason code taxonomy mapped to 5 root-cause categories for actionable reporting
  • Interactive slicers for Quarter, Department (Primary Care / Specialty / Emergency / Radiology), and Payer Type (Commercial / Medicare / Medicaid / Self-Pay)

What we achieved

Billing director and CFO now share one gross collection rate number — reconciliation meetings eliminated
AR 90+ day balance identified 3 weeks earlier, enabling proactive follow-up on $1.2M in at-risk accounts
Denial root-cause analysis cycle reduced from 4 hours monthly to real-time drill-down
Clean claim rate improved from 89% to 91% in 60 days after denial pattern visibility surfaced a common prior auth gap
Monthly board reporting cycle cut from 3 days to same-day
Results verifiedRead full case study

Common Questions

Questions we hear from healthcare CFOs and RCM leaders before starting a revenue cycle analytics engagement.

We connect to Epic (via Clarity database or Chronicle reporting workbench), Cerner (PowerChart and Revenue Cycle), and Allscripts on the EHR side. For clearinghouses, we integrate with Waystar (Relay Health), Availity, Change Healthcare, and Optum. We can also pull from your practice management system (AdvancedMD, athenahealth, Kareo) if the EHR is separate. The exact connector set is confirmed during scoping.

From Lets Viz

Ready to Unify Your Revenue Cycle Data?

Most health systems are 7–10 business days away from a real-time RCM command center. Book a free scoping call and we'll confirm your EHR, clearinghouse, and billing system landscape.

BAA-ready · NDA-safe · No obligation · Clear delivery timeline