The state
of your
practice

in one
monthly
report.

Every month, OptimIQ reads every claim, visit, and payment in your systems — and our analysts deliver the state of your practice as a single, traceable report. Numbers you can act on, not another dashboard to babysit.

SEE A SAMPLE REPORT
READS FROM THE SYSTEMS YOU ALREADY RUN
EpicOracle HealthathenahealtheClinicalWorksVeradigmHL7 / FHIR
№ 01 — THE DELIVERABLE

One report. Every number, sourced.

Delivered monthly by your OptimIQ analyst — reviewed line by line with your team, with every figure traceable to the claims behind it.

OPTIMIQ · PRACTICE REPORT — №47MARCH 2026 · PREPARED BY J. ALVAREZ
COLLECTIONS · MARCH$247,193▲ +6.2%
CLEAN-CLAIM RATE96.4%▲ +1.1pt
DAYS IN A/R31.4▼ −4.2
FIG. 1 — COLLECTIONS BY MONTHtrailing 8 · $ thousands
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
FIG. 2 — PAYER MIX
Medicare42%
BCBS27%
UHC18%
Self-pay13%
FIG. 3 — DENIALS WORKED THIS MONTH
CO-97Bundling — 12 claims$14,820Recovered
PR-204Not covered — 7 claims$9,114Appealed
CO-45Fee schedule — 5 claims$3,260Recovered
Other9 claims$2,051In review
EVERY FIGURE TRACES TO ITS CLAIM — APPENDIX A · 1,204 LINE ITEMS1 / 6
№ 02 — INSIDE THE REPORT

Six pages. Nothing wasted.

PAGE 4 — RECOMMENDATIONSMARCH 2026
01
Verify eligibility at scheduling, not check-in11 of 24 denials this month were avoidable eligibility misses. Front-desk workflow change, no new software.est. +$4,800 / mo
02
Rebalance Thursday afternoon schedulingNo-shows cluster at 2–4pm Thursdays — 61% of the monthly total. Confirmations there first.est. +$2,300 / mo
03
Appeal the UHC fee-schedule variancePaid rates ran 3.2% under contract on two codes. Appeal drafted — needs your sign-off.$3,260 filed
EVERY FIGURE TRACES TO ITS CLAIM4 / 6
BEHIND EVERY NUMBER

Made like an audit. Read like a memo.

From your systems to a signed report

Nightly feeds from your EHR, clearinghouse, and bank — assembled by the engine, signed by your analyst.

Collections / visitP82
Denial rateP74
Days in A/RP91
No-show rateP43
Flagged — recommendations on p.4 of your report
Benchmarked against practices like yours

Your numbers placed against de-identified peers — same specialty, same payer mix, same region.

Drift detectedMar 18

Medicare reimbursement for 99214 down 4.1% vs contract — 38 claims affected. Recovery filed; tracked in report №47.

Drift caught before it costs you

Fee-schedule changes, payer behavior shifts, and coding drift surface as flags — with the recovery already in motion.

ReviewMarch report · №47
JA
J. Alvarezyour analyst · 1 day agoCollections up 6.2% — mostly the CO-97 recoveries. One thing to fix in scheduling before next month.
DR
Dr. Rao5 hours agoWalk us through the no-show plan Thursday?
Reviewed with you, every cycle

A named analyst walks your team through the report — what changed, why, and what to do about it.

№ 03 — GETTING STARTED

Connected this week. Reading by next month.

WEEK 0ConnectBAA signed, read-only credentials issued. Nothing installs on your machines.
WEEK 1–2BackfillTwenty-four months of claims, remits, and deposits read and reconciled.
WEEK 3BaselineYour analyst builds the baseline and benchmarks against your peer set.
WEEK 4First reportReport №1 lands, walked through with your team in thirty minutes.

FAQ

Questions, answered.

What practice owners and administrators ask before connecting.

Talk to the team
  • Do we have to install or learn anything?

    No. We read from your systems over secure, read-only feeds. Your staff's workflow doesn't change — the report arrives, your analyst walks you through it.

  • Is this another dashboard we'll stop checking?

    There's no dashboard and no login. The deliverable is the report and the review — built for owners who want answers, not another tool to babysit.

  • How is our data protected?

    A BAA before anything connects, encryption in transit and at rest, and access scoped to your named analyst. HIPAA-compliant, SOC 2 Type II.

  • What if we switch EHRs mid-year?

    We re-point the feeds and keep your history continuous — the report doesn't skip a month, and your baselines carry over.

GET YOUR FIRST REPORT

See your practice
in print.

Connect your systems this week — your first report lands within the month, walked through by your analyst.

Book a demoSEE A SAMPLE REPORT