Illustrative · not approved

Roadmap & Scope

A possible phased approach reflecting the Oct 21 vision discussion. Dates are directional, not commitments.

Phase 0Not approved
Discovery & access
Oct – Nov 2026
- —Source inventory & client-approved access
- —Platform selection
- —BAA & security review
Phase 1Not approved
First cash view + lien proof
Nov – Dec 2026
- —Initial company cash view
- —Bounded lien intake / work-queue proof
- —KPI definitions agreed
Phase 2Not approved
Expand reporting
Jan – Mar 2027
- —Selected additional company reporting
- —Lien platform rollout
- —Owner review cadence
Phase 3Not approved
Deepen & adopt
Apr – Jun 2027
- —Deeper workflow integrations
- —Reconciliations
- —Adoption & training

Three distinct things — kept separate on purpose

Executive dashboard

Read-only visibility across companies: cash, collections, spend, coverage, exceptions. Reports on source systems — never the source of record.

Light receivables tracker

A bounded follow-up queue for lien cases: stage, due dates, owners. Useful early; not a clinical or billing system.

Production medical lien system

A full platform with PHI, documents, firm communications, audit trails and access controls. Requires dedicated selection, security review and BAAs.

What this demo proves

A single five-row executive read is feasible and fast to scan.
Financing, earned revenue and intercompany can be separated clearly.
Company drill-down and lien exceptions can share one navigation.
Staff workflows and ownership can sit alongside the numbers.

What requires contracted delivery

Turning this concept into a working system would require paid implementation: client-approved access to each source system, data mapping and KPI definitions, integration build and QA, security review and business associate agreements where PHI is involved, source-of-record and reconciliation controls, role-based access, and training. This demo makes no claim of HIPAA compliance, is not production-ready, and implies no delivery guarantee by January 1.