✍️DocuSign has not synced since 10 days ago. Contract terms for 7 vendors cannot be verified until it is reconnected.
1
Red this week that was green
2
Renewals in 90 days with no decision
2
Roles open past 60 days
5
Approvals waiting on you
2
Board commitments not green
Board commitments
what was promised, and how it is goingFY27 operating margin to 14%David Achebe · due Jan 20 · 40%Travel staffing ran 62% over plan for the second month. Margin tracking at 11.8%. Recovery requires two PT hires closing in the next 30 days.📋 surfaced by Board Prep 2 days agoGreentoRed
Santa Fe clinic rampIsabel Trujillo · due Feb 19 · 65%📋 surfaced by Board Prep 2 days agoGreen
Payer contract renegotiation, Blue RidgeJanelle Okafor · due Mar 6 · 30%Amber
Renewals needing a decision
next 90 daysWaystarBilling · $186,000 a year · auto-renews · Janelle Okafor🔔 surfaced by Renewals Watch 20 hours ago10 daysnotice window closed
Summit Staffing (travel PTs)Staffing · $322,000 a year · Tom Ferreira🔔 surfaced by Renewals Watch 20 hours ago47 days
Waiting on you
approvals, oldest firstSign-on bonus for Flagstaff PT roleTom Ferreira · Hire · $15,00020d
Lakewood rooftop HVAC replacementLuis Cardenas · Spend · $48,50012d
Extend Summit Staffing for Q4Dr. Priya Raman · Contract · $96,0007d
Remote work policy for billing staffJanelle Okafor · Policy5d
Counter-offer on Highlands leaseLuis Cardenas · Contract3d
Roles open too long
past 60 daysPhysical Therapist, FlagstaffScreening · 2 candidates · Grace Lindqvist🧲 surfaced by Pipeline Nudge 19 hours ago87d
Credentialing CoordinatorOpen · 1 candidate · Ben Osei🧲 surfaced by Pipeline Nudge 19 hours ago66d
Open escalations
1 Sev 1Sev 1Tucson North has no supervising PT on Thursday's scheduleTucson North · Marcus Bell · New · via Slack🚨 surfaced by Escalation Triage 23 hours agoSLA in 1 hour
Sev 2Lakewood HVAC down, clinic at 84FLakewood · Luis Cardenas · In Progress · via Slack🚨 surfaced by Escalation Triage 17 hours agoSLA 20 hours overdue
Sev 2Denial spike from Blue Ridge on modifier 59 claimsJanelle Okafor · Triaged · via Waystar🚨 surfaced by Escalation Triage 2 days agoSLA in 1 day
Sev 2Patient complaint escalated to state board, ScottsdaleScottsdale · Elena Marsh · In Progress · via SlackSLA in 3 days
Sev 3Credentialing lapse for two new hires at MesaMesa · Ben Osei · Triaged · via WaystarSLA in 4 days
Sev 3Front desk turnover, Denver HighlandsDenver Highlands · Hannah Brightwater · In Progress · via SlackSLA in 8 days
Compliance due in 30 days
and anything overdueOSHA 300A summary posted at every clinicOSHA · Luis Cardenas · Overdue🛡️ surfaced by Compliance Keeper 20 hours ago4d overdue
Blue Ridge credentialing for Santa Fe cliniciansPayer Credentialing · Santa Fe · Ben Osei · In Progress🛡️ surfaced by Compliance Keeper 2 days ago20d
Medicare revalidation, MesaMedicare · Mesa · no owner · Evidence Needed26d
Medicare revalidation, Tucson NorthMedicare · Tucson North · no owner · Evidence Needed🛡️ surfaced by Compliance Keeper 20 hours ago26d
Last month's numbers
actual against targetNew patient evaluationsClinical Operations · from WebPT1,512target 1,450
No-show rateClinical Operations · from WebPT9.1%target 8%
Patient NPSClinical Operations · from WebPT74target 70
Visits per clinician per dayClinical Operations · from WebPT10.2target 11
Operating marginFinance · from NetSuite11.8%target 14%
Travel staffing spendFinance · from NetSuite$35,700target $22,000
Help desk tickets closed within SLAIT · from Slack93%target 90%
Clinician turnover, trailing 12 monthsPeople · from ADP18.5%target 15%
Open clinician rolesPeople · from ADP7target 4
Days in A/RRevenue Cycle · from Waystar44target 38
Denial rateRevenue Cycle · from Waystar6.4%target 6%
Net collection rateRevenue Cycle · from Waystar94.8%target 96%