Executive overview
Cross-dashboard summary · All Valant API sources · YTD through Sep 2025
Good morning, Michael
Here's your practice snapshot for September 2025. 3 items need attention.
Total sessions
861
Scheduling↑ 2.7%
Avg provider revenue
$28.4K
Productivity↑ 4.2%
Collection rate
83.7%
Revenue↑ 1.1%
Pipeline conversion
79.1%
Billing Pipeline↑ 2.4%
Active patients
847
Demographics↑ 12.3%
Revenue leakage
$4,680
Pipeline↓ 38%
Revenue trend — billed vs collected
Last 12 months
Appointment completion trend
Last 12 months · target 90%
Austin, TX
4 providers
Sessions380
Revenue$108.3K
Completion91.2%
Denver, CO
4 providers
Sessions269
Revenue$75.1K
Completion88.5%
Phoenix, AZ
4 providers
Sessions196
Revenue$46.8K
Completion87.3%
Tampa, FL
4 providers
Sessions142
Revenue$38.2K
Completion86.1%
Items needing attention
Top 6 priority- Pipeline13 completed sessions unbilled for 3+ days — $4,680 at riskReview
- Revenue11 claims aged 120+ days — $5,200 outstandingEscalate
- RevenueDenial rate at 6.8% — approaching 8% thresholdAnalyze
- Pipeline7 charges missing diagnosis pointersFix
- SchedulingTampa FL completion rate dropped to 86.1%Investigate
- Demographics47 new patients this month — highest in 6 monthsView