Product Tour

How IPI Works

A guided look inside Independent Practice Intelligence — the screens your practice uses to review financial, operational, revenue-cycle, and market performance.

Screens shown are static product previews using fictional business values.

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Overview

Your Practice at a Glance

The Overview screen summarizes the selected reporting period: key calculated metrics, current intelligence statuses, and the findings that deserve attention first.

IPI · Overview

Practice Intelligence Overview

Reporting Period
Quarterly · Jan 1, 2026 – Mar 31, 2026

Current Intelligence Status

Management Attention

2

Management Attention findings

Monitor

4

Monitor findings

Opportunity

3

Opportunity findings

Stable

11

Stable findings

Key Calculated Metrics

Collected Revenue

$1,842,000

Quarter to date

Reported Operating Difference

18.4%

Calculated

Completed Visits

4,318

All locations

Risk & Opportunity

Know What Deserves Attention

Every finding is organized into one of four statuses, produced by transparent deterministic IPI rules — never a black-box score.

Management AttentionAged Accounts Receivable (IPI-RC-03)

Share of accounts receivable over 90 days increased

Current: 21.7%Previous: 16.4%

A larger share of reported accounts receivable is aged beyond 90 days compared with the prior comparable completed reporting period.

Which payers account for the increase in aged receivables?

Management Attention

A condition warranting management review.

Monitor

A condition worth watching.

Opportunity

Information that may represent an area for further management evaluation.

Stable

An evaluated condition that does not currently meet an IPI Management Attention, Monitor, or Opportunity threshold.

Informational states

Baseline Established and Not Evaluated are informational states, not findings.

Practice Intelligence

Understand What Changed Across the Practice

Financial, Operations, and Revenue Cycle modules organize the figures a practice already tracks, so changes across comparable reporting periods are visible.

IPI · Financial

Collected Revenue

$1,842,000

Reported Operating Difference %

18.4%

Staffing Cost Ratio

46.2%

IPI · Operations

Completed Visits

4,318

Appointment Utilization

84.3%

No-Show Rate

6.6%

IPI · Revenue Cycle

Total AR

$612,400

AR Over 90 Days

21.7%

Commercial Payer Mix

58%

Practice Pulse + Market Context

See What Changed and What's Around You

Compare the selected reporting period with its prior comparable completed period, and pair verified locations with selected CMS and HRSA public data for geographic context.

IPI · Practice Pulse

Revenue

$1,842,000from $1,714,000▲ 7.5%

Reported Operating Difference %

18.4%from 19.9%▼ 1.5 pts

AR Over 90 Days

21.7%from 16.4%▲ 5.3 pts
2 new3 continuing
IPI · Market Context

Location A

Verified

Travis County, TX

CMS + HRSA area context available

Location B

Verified

Williamson County, TX

CMS + HRSA area context available

IPI Brief + Reports

Turn the Analysis Into Something You Can Use

A concise management brief interprets existing IPI findings, and the same results export as a branded PDF report or an Excel workbook. AI does not determine IPI calculations, statuses, or findings.

IPI · Brief

Management Summary

Collected revenue increased over the prior comparable period. Reported Operating Difference Percentage declined from the prior comparable period while the staffing cost ratio increased. Aged accounts receivable beyond 90 days was classified as Management Attention.

Management AttentionMonitorOpportunity
IPI · Reports & Exports
Reporting PeriodQuarterly · Jan 1 – Mar 31, 2026
Findings Included20
Download PDF ReportDownload Excel Workbook

What IPI Uses

Aggregate practice-level business information entered by the practice: Revenue · Operating expenses · Staffing costs · Provider counts · Appointment activity · Accounts receivable · Payer mix · Practice-location information.

IPI is designed for practice-level business information only. Do not enter, upload, transmit, or otherwise provide patient information, medical records, patient-level claims information, or protected health information (PHI).

Getting Started with IPI

Subscription and payment are completed before practice setup begins.

Step 1Create Account
Step 2Choose Subscription
Step 3Secure Checkout
Step 4Getting Started
Step 5Set Up Practice
Step 6Enter Business Snapshot
Step 7Run IPI Analysis
Step 8Review Intelligence

Ready to See Your Own Numbers?

Choose a subscription based on your active practice locations, set up your practice, and establish your first reporting-period baseline.