RCM Performance· click any card to open RCM Trends →
Population Health Performance· click any card to open Pop Health Trends →
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Data:ConnectedNot Connected✕ clear~est.Hubspot pipeline not yet built — services/pop health use seeded defaults; core metrics from BigQuery live
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Alerts
Practices flagged by health score thresholds
Portfolio Trends
Snapshot across all 0 active practices
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Visit Volume — Month over Month
~est.
Simulated — pipeline not yet connected
Show:
Est. Revenue — Month over Month
~est.
Simulated — pipeline not yet connected
Health Distribution
Current snapshot
Profile Breakdown
Practices by profile tier
NPS Distribution
Score spread across practices
Top At-Risk Accounts
Lowest health scores — needs immediate attention
Adoption Rate
% of practices with each active
Adoption by Profile
% of practices per tier with each active
Top Practices by Est. Revenue
Ranked by past 30-day estimated allowed
Practice
Advisor
Profile
Visits
Avg Rev / Visit
Est. Revenue
Health
Advisor Workload
Account assignments, coverage, and engagement across all advisors
RCM Trends
Revenue cycle health across RCM customers · 0 practices enrolled
All Practices✕
Clear
~est.RCM data is partially live. Charges & collections from BigQuery for enrolled practices. AR balance & AR days still estimated — Metabase pipeline pending.
Total Charges vs. Collections
Monthly — all RCM practices
AR Days Distribution
Industry benchmark: <40 days
RCM Practice Detail
All practices on RCM service, sorted by collection rate · = seeded estimate
Practice
Advisor
Profile
Total Charges
Total Collections
Collection Rate
Total AR
AR Days
Health
ZocDoc Trends
New patient bookings, revenue, and ROI across ZocDoc practices · 0 practices enrolled
All Practices✕
Clear
● LiveZocDoc data is live from BigQuery. Source: dbt_scratch.xpt_metabase__zocdoc_monthly_practice_booking_summary · True new patients (Marketplace) only · Last refreshed May 2026
Portfolio ROI Over Time
Avg ZocDoc ROI across all enrolled practices
New Patients Over Time
Monthly Marketplace new patient bookings (portfolio total)
ROI by Practice
All-time · revenue ÷ ZocDoc spend (true new patients only)
Revenue vs. Cost by Practice
All-time historical revenue vs. total ZocDoc spend
ZocDoc Practice Detail
All-time metrics per practice · sorted by all-time ROI
Practice
Advisor
Profile
New Patients
Historical Rev
Future Est. Rev
ZocDoc Cost
All-time ROI
Active Since
Health
Population Health Trends
ACO enrollment, covered lives, and value-based care programs
All Practices✕
Clear
~est.Pop Health data is simulated. Real values from HubSpot + Payment Tracker (Gsheet) + BigQuery. Sources: ACO contracts, capitation payments, covered lives, APCM/RPM/CCM claims.
Program Enrollment
Practices enrolled per program
ACO Contract Types
Distribution across contract types
Capitation by Practice
Monthly capitation $ — top earners
Pop Health Practice Detail
All practices with at least one active population health program · ~est All pop health data is seeded
Data Sources
Connected systems and ingestion pipeline status
SourceTypeFields ingestedRefreshStatus
Metabase / RCM DBSQLVisits, est. allowed, show rate, covered livesDaily● Connected
Google CalendarOAuth APIAM meetings, duration, account ID mappingWeekly◐ Pipeline needed
Pop Health SourceTBDACO enrollment, covered lives, capitation $Monthly✕ Not identified
Score Configuration
100-point model — denominator adjusts automatically based on which services a practice uses. RCM and Pop Health points only apply to enrolled practices.
Health Status Thresholds
Score cutoffs for Green / Yellow / Red. Scores are calculated as Points Earned ÷ Applicable Points × 100.
Healthy (score ≥)
70
Monitor (score ≥)
45
Below Monitor threshold = At Risk (red)
1 · Ops Performance
Visit and revenue growth thresholds — defined per profile tier, since a Launcher growing 5% MoM is healthy, while an Optimizer at capacity just needs to hold volume.
Max points:
Scoring mode:
Practices are ranked by visit volume and revenue within their profile tier. Top third earns full points, middle third earns 60%, bottom third earns 15%.
Launcher logic: Early-stage practice — growth is the primary signal. Healthy means consistently expanding visit volume and revenue MoM.
Visit Volume (MoM %)
● Green ≥5%
● Yellow ≥2%
Below yellow = Red
Revenue (MoM %)
● Green ≥5%
● Yellow ≥2%
Below yellow = Red
Scale logic: Growing practice with established volume — moderate growth expected. Healthy means steady MoM improvement, not necessarily aggressive expansion.
Visit Volume (MoM %)
● Green ≥3%
● Yellow ≥1%
Below yellow = Red
Revenue (MoM %)
● Green ≥3%
● Yellow ≥1%
Below yellow = Red
Optimize logic: Capacity-constrained practice — raw growth isn't the goal. Healthy means holding volume, maintaining revenue per visit, and strong retention. Even flat or slight decline can be healthy.
Visit Volume (MoM %) — retention focus
● Green ≥0%
● Yellow ≥-2%
Below yellow = Red (significant attrition)
Revenue (MoM %) — efficiency focus
● Green ≥1%
● Yellow ≥-2%
Below yellow = Red
Anthem Only logic: Contracted capacity model — visit volume is constrained by the payer agreement. Scored like Optimize: retention and revenue stability are the signals.
Visit Volume (MoM %) — retention focus
● Green ≥0%
● Yellow ≥-2%
Below yellow = Red
Revenue (MoM %) — efficiency focus
● Green ≥1%
● Yellow ≥-2%
Below yellow = Red
Threshold Summary — All Tiers
Profile
Logic
● Visit Green
● Visit Yellow
● Rev Green
● Rev Yellow
Point Allocation (same for all tiers)
30
Both green
18
Mixed / flat
0
Both declining
~est.
Growth mode requires historical pipeline (30/60/90-day rolling window). Percentile mode is the active proxy until connected.
2 · RCM Health RCM customers only
Points only counted for practices on Duet RCM. Denominator adjusts for non-RCM practices.
Max points:
Avg Days in A/R
● Excellent
Under days
● Good
– days
● Needs Attention
Over days
A/R Over 90 Days (% of Total A/R)
● Excellent
Under %
● Good
–%
● Needs Attention
Over %
Patient A/R as % of Total A/R
● Excellent
Under %
● Good
–%
● Needs Attention
Over %
3 · NPS Score
Practices with no NPS data (or score of 0) are removed from the denominator — no penalty, no points. Practices that do respond earn their tier points plus a participation bonus for the engagement signal. ~40% survey completion rate expected.
Max points:
● Excellent
9.8 – 10.0
pts
● Good
9.5 – 9.7
pts
● Fair
9.0 – 9.4
pts
● Poor
< 9.0
pts
🤝
Participation Bonus
Awarded to any practice that submits an NPS score (any value > 0)
bonus pts — on top of tier score
⊘
No Response / Score of 0
NPS removed from denominator entirely. Practice is scored out of remaining applicable points. No penalty, no reward.
4 · Effort / Engagement
Each profile tier has a standard expected monthly AM hours. Hubspot activity (meetings + email time) is measured against that baseline. Practices below baseline score lower.
Max points:
Launcher
Expected hrs / mohrs
≥ 100% of baseline → full points 75–99% → 60% of points 50–74% → 30% of points < 50% → 0 points
Scale
Expected hrs / mohrs
≥ 100% of baseline → full points 75–99% → 60% of points 50–74% → 30% of points < 50% → 0 points
Optimize
Expected hrs / mohrs
≥ 100% of baseline → full points 75–99% → 60% of points 50–74% → 30% of points < 50% → 0 points
~est.
Effort scoring requires Hubspot pipeline. Until connected, all practices receive 60% of max effort points as a neutral placeholder.
5 · Product Adoption
Points awarded based on % of applicable products active. Some products are tier-specific.
Max points:
● Full (10 pts)
≥ 80% of products active
● Good (7 pts)
60–79% active
● Fair (4 pts)
40–59% active
● Low (0 pts)
< 40% active
Alert Configuration
Define what triggers an alert and how your team gets notified
Health Score Alert Thresholds
Set the composite percentile cutoffs that determine when a practice enters Alert or Monitor status. These thresholds drive the Alerts page and the red/yellow badges across the dashboard.
At Risk (below threshold)35th pctl
Monitor (below threshold)60th pctl
Metric Trip Wires
Individual rules that flag a practice regardless of overall health score. Each rule can be toggled on/off and the threshold value adjusted.
RuleActiveThresholdUnit
Show Rate drops below
Fires when a practice's show rate falls under the threshold
80%
% of appts
Visit volume drops below
Fires when 30-day visit count falls under threshold
100
visits / 30d
NPS drops below
Fires when NPS score falls under threshold
9.3
score
Active products drops below
Fires when fewer than N products are enabled
3 of 7
products
AR Days exceeds RCM only
Fires when average days in AR exceeds industry benchmark
40d
days in AR
Collection rate drops below RCM only
Fires when net collection rate falls under threshold
70%
collection %
Notification Delivery
Choose how and when alerts are delivered. Notifications are scoped by role — AMs receive alerts for their own accounts only, Ops Leaders and above receive all alerts.
Channels
Email
Sends to advisor's email on file
Slack
Posts to configured channel via webhook
Webhook URL
In-app only
Dashboard badge + Alerts page only, no external delivery