Most billing-company owners reconstruct this report by hand every month: one row per client, every key metric in a column, color-coded so the eye goes straight to trouble. It's the single most useful view they have and the most painful to build, because every number comes from a different system. This scorecard puts the entire book on one screen — collections, net collection rate, days in AR, denial rate, clean-claim rate, and fee revenue, one row per client.
What this dashboard answers
It answers the only question an owner needs in a Monday review: which clients are healthy and which need attention right now? Headline KPI cards roll the whole book into one figure per pillar, and below them a scorecard matrix lays out every client practice as a row with every pillar's headline metric as a column — collections, net collection rate, weighted days in AR, AR>90 %, denial rate, clean-claim rate, fee revenue, and an at-risk flag.
The metrics that matter
This report's value is that it carries one number from each pillar so nothing important is off-screen. Net collection rate and weighted days in AR are the financial core; denial rate and clean-claim rate are the operational health checks; fee revenue ties each client to the firm's own income. The conditional formatting is the feature — red/amber/green cells let an owner scan twelve clients in seconds and land on the one with a low collection rate and high days in AR.
Why the data is trapped across the systems
Every column on this scorecard originates in a different place. Collections and AR come from each client's PM system, clean-claim and rejection data from the clearinghouse, denials from remits, and fee revenue from the firm's own contracts. There is no system that produces a one-row-per-client, all-pillars view — which is exactly why owners hand-assemble it in a spreadsheet, and exactly what this template automates.
How to read it
Scan the color first: the red cells are the worklist. A client red on days in AR and AR>90 % needs a receivables push; red on denial rate or clean-claim rate points at a front-end problem; a tripped at-risk flag means an account-management conversation. The headline cards give the book-wide story for the owner's own reporting. The sample uses entirely synthetic, anonymized data, so there is no real financial data — clone it and rebuild it on your own client exports in minutes.
Metrics it tracks
| Metric | What it means |
|---|---|
| Total Payments Collected $ | Payments collected across all client practices. |
| Book-Wide Net Collection Rate | Payments ÷ allowed amount across the whole book. |
| Book-Wide Weighted Days in AR | Dollar-weighted days in AR across all clients. |
| Book-Wide Denial Rate | Denied claims ÷ adjudicated claims across all clients. |
| Book-Wide Clean-Claim Rate | Clean claims ÷ submitted claims across all clients. |
| Total Billing-Fee Revenue $ | The firm's own fee revenue across all clients. |
Used by: Billing-company owners and the executive team
Frequently asked questions
What goes on an RCM owner's executive scorecard?
One headline metric per pillar, one row per client: total collections, net collection rate, weighted days in AR, AR over 90 days %, denial rate, clean-claim rate, and the firm's fee revenue, plus an at-risk flag. The point is a single screen that carries every important number so nothing critical is more than one glance away.
Why is this one page instead of a deep drill-down?
Because its job is the ten-second scan. A billing-company owner needs to see the whole book at once and spot the clients in trouble, not drill into one at a time. Conditional formatting does the work — red/amber/green cells turn twelve clients of numbers into an instant worklist. The detailed reports cover each pillar in depth.
Can I build this from all my clients' data at once?
Yes — it's designed to unify the book. You bring collections and AR from the PM systems, clean-claim data from the clearinghouse, denials from remits, and your own fee revenue, and the template models them into one row per client with every pillar metric. The sample uses synthetic data so you can see the finished scorecard first.
Build this report on your own data
Clone this RCM / billing companies template — describe it and we’ll generate sample data so you can try it free, or upload your own export. You get a fully modeled, branded Power BI project that opens in Power BI Desktop.
Use this as a template →