Executive Analytics for Multi-Site Infusion Organizations

Your EHR, billing system, and financials each tell part of the story. SolisRx connects them into a single executive analytics layer, giving multi-site infusion leadership a clear, current view of what's driving performance and where it's breaking down.
40+
Companies Advised

The Visibility Gap That Grows With Every Site You Add

Revenue is up 12 percent. Is that due to volume, drug mix, reimbursement changes, or payer mix? Site 3 had a soft quarter. Was that referral-driven, payer-driven, or because of operational issues? Denial rate is “around 8 percent.” By which site, which payer, which CARC code?

These are the KPIs that drive strategic decisions related to staffing, payer negotiations, capital allocation, and enterprise value. The answers exist inside your EHR, billing system, and financials. But the siloed data doesn’t allow the intelligence layer that can make these answers accessible, let alone predictive.

The cost of poor operational visibility compounds with every site added.

DEFINE THE KPI FRAMEWORK
We work with you to identify the specific KPIs you want to move such as initial denial rate, time from referral to first appointment, and gross profit per encounter, and then built out the solutions to measure and drive change.
CONNECT AND UNIFY THE DATA
A data spine that integrates EHR encounters, claims, remittance, financials, and referral tracking into a unified environment, normalized across sites. Every number traceable to source records and structured to support predictive analytics as your data matures.
BUILD THE INFUSION EXECUTIVE DASHBOARD SUITE
Three views: C-Level (cross-organizational trends and drill-down). Department Leaders (RCM analytics, intake monitoring, sales intelligence). Frontline staff (real time work queues, red flag reports). AI-enhanced pattern detection surfaces cross-site anomalies that manual reporting misses.
ACTIVATE PREDICTIVE EXCEPTION MONITORING
Automated alerts when denial rates spike, payer concentration breaches safe thresholds, referral volume drops, AR aging spikes, or therapy margins erode. Pattern recognition identifies emerging trends early, flagging issues weeks before they appear in aggregate numbers.

Deliverables

Any engagement is tailored to your specific needs. However, the most common deliverables for AICs, home infusion providers and specialty pharmacies include:
01
Organization-wide KPI dashboard tracking
3-5 infusion provider metrics with drill-down to site, payer, therapy, and physician level.
02
Site-level P&L analytics
with allocated drug, staffing, and overhead costs for site-to-site margin visibility.
03
Therapy mix and margin analysis
by J-code and drug category with trend analysis.
04
Denial economics dashboard
by CARC code, payer, site, and therapy type, with AI-based root cause analysis.
05
Predictive exception alert system
or early-warning when metrics like payer concentration risk trend toward defined thresholds.
06
Board-ready reporting package
for quarterly PE reviews with consistent methodology.

Frequently Asked Questions

What KPIs should infusion center executives track?
Three domains cover most of the decisions that matter:

Sales: Total referrals, estimated gross profit per referral, and share of referrals from priority providers. Volume plus referral mix, not just whether you're growing, but whether you're growing with the right business.
Intake: Time from referral creation to first appointment, and intake specialist productivity. The first measures conversion speed. The second tells you whether your team can sustain it.
Revenue cycle: Initial denial rate, AR aging, charge lag, and billing lag. Denial rate catches payer problems early. AR aging shows where cash is stalling. Charge and billing lag reveal delays between service and claim submission that quietly erode cash flow.
How do I get visibility across all my infusion sites?
Cross-site visibility requires data integration, standardized KPI definitions (so “denial rate” means the same thing everywhere), and a reporting framework serving different audiences at different detail levels. Building the executive analytics infrastructure typically takes six to eight weeks to first dashboard.
How does SolisRx use AI and predictive analytics in executive reporting?
SolisRx applies AI-enhanced pattern detection to identify cross-site anomalies, emerging denial trends, and payer behavior shifts that manual analysis misses. Predictive exception monitoring flags deteriorating metrics before they reach critical thresholds: a payer’s reimbursement pattern changing across three sites, or a referral source declining in a way that signals competitive displacement. The AI layer operates on your integrated data infrastructure, so every insight is traceable and verifiable, not a black-box output.
How is this different from what my EHR reports?
Your EHR was built to document care and generate compliance reports, not to run a business. The canned reports it produces are siloed by site, require manual data pulls to consolidate, and can't be tailored to how your organization actually measures performance. If you recognize revenue on date of claim submission rather than date of service, your EHR likely can't reflect that. If you want to link referral activity to denial patterns to payer mix to contribution margin, you're copying spreadsheets between systems spending hours to match the definitions.

Executive Analytics are built on a data spine, an integrated layer that pulls from your EHR, your RCM system, and every other source, standardizes definitions across sites, and makes cross-organizational questions answerable in real time.
Can executive analytics support PE board reporting?
Yes. Board-ready packages are generated from the same infrastructure used for daily management, ensuring consistency between operational decisions and investor reporting, especially revenue and EBITDA trends by site, same-site vs new-site performance, and KPI benchmarks against industry comparables.
What exactly does Stategis deliver?
We deliver tailored strategy, financial modeling, tech audits, and growth planning—backed by real execution support, not just recommendations.
What kind of companies do you typically work with?
We partner with venture-backed startups, scaling tech firms, consulting groups, and finance teams—from pre-seed to Series C and beyond.
Do you offer one-off projects or ongoing advisory?
Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.
How long does it take to get started?
We typically begin within 5–7 business days of your initial call, depending on scope and availability.
Is Stategis a good fit for early-stage startups?
Yes—especially if you’re preparing to raise capital, need a financial model, or want clear systems and priorities before scaling.
What industries do you specialize in?
Our core focus areas are SaaS, fintech, consulting, B2B services, and investment-backed ventures—but we’re flexible if there’s a strategic fit.
How long does it take to get started?
We typically begin within 5–7 business days of your initial call, depending on scope and availability.
What kind of companies do you typically work with?
We partner with venture-backed startups, scaling tech firms, consulting groups, and finance teams—from pre-seed to Series C and beyond.
What exactly does Stategis deliver?
We deliver tailored strategy, financial modeling, tech audits, and growth planning—backed by real execution support, not just recommendations.
Do you offer one-off projects or ongoing advisory?
Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.
Is Stategis a good fit for early-stage startups?
Yes—especially if you’re preparing to raise capital, need a financial model, or want clear systems and priorities before scaling.
What industries do you specialize in?
Our core focus areas are SaaS, fintech, consulting, B2B services, and investment-backed ventures—but we’re flexible if there’s a strategic fit.

See Across Your Entire Organization, Not One Site at a Time.

Make better informed decisions and optimize revenue cycles across the organization with consolidated data visiblity, structured analytics, and market intelligence.
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