REVENUE INSIGHTS

Know your revenue, and the whole patient journey.

Sandy already captures the data around every visit. Revenue Insights turns it into reporting you can act on: expected revenue and top payers, your most-used billing codes, referral patterns, and average times across scheduling, the visit, and documentation. Not a report you wait weeks for. Numbers you can run the practice on.

Bay Area Medical

Revenue intelligence · June 2026

Expected revenue · June 2026

$112,400

Contracted allowed amount across all payers

Insurance pays $93,800Patient owes $18,600

July forecast

$116,800

▲ 3.9% vs June 2026

Projected from booked and historical visit volume at contracted rates.

Intelligent Verification

$6,240

recovered before the visit

Adaptive Scribe

$3,810

captured from accurate coding

Staff time saved

31 hrs

on insurance calls

01Anatomy of expected revenue

Billed

Charge master

$157,200

Write-off

billed − allowed

−$44,800

Allowed

Contracted rate

$112,400

Insurance pays

Estimated plan portion

$93,800

Patient owes

Estimated responsibility

$18,600

02Most common billing codes

99213142

99214118

9939664

9949038

9612729

03Biggest billing improvements, by patient

Where Sandy’s coding suggestions lift the bill. Captured is already applied; Suggested is still open for review.

Patient	Payer	Sandy’s suggestion	Status	Impact
R•••• N••	Aetna PPO	Add 99495 transitional care, post-referral	Suggested	+$620
M•••• L••	UnitedHealthcare	Add 99490 chronic care, plus 99214 level-up	Captured	+$480
D•••• P••••	Medicare	Add 99417 prolonged time across 4 visits	Suggested	+$410
J•••• R••••	Cigna	Level up 99213 → 99214, 6 visits	Captured	+$360
S•••• T••••	BCBS PPO	Add 96127 screening, plus 99396 preventive	Captured	+$320

Every figure is derived from your charge master and contracted allowed amounts, no claims data required. Verification settles coverage before the visit; Scribe keeps the coding and estimates accurate during it; and the improvements above, captured and still open, surface here before anything is filed. Patient identity stays masked; only your team sees it in the app.

Sample report shown with illustrative figures.

What it shows you

Revenue is one view. Because Sandy sees the whole visit, the reporting reaches across the entire practice, not just the claim.

Revenue and payer mix

Expected revenue by month and your top payers, so you see exactly where the money comes from.

Top billing codes

The codes you use most, and the ones you are leaving behind, ranked and quantified.

Referral patterns

Where referrals come from and where they go, so you can grow the sources that pay.

Patient-journey timing

Average time across scheduling, intake, the visit, and checkout, stage by stage.

Scribe and appointment times

How long documentation and visits actually take, by provider and by visit type.

Denials and underpayment

What got denied or paid short of your contracted rate, flagged so you can recover it.

On margins this thin, the codes above are not extra. They keep the practice independent.

A level-4 visit billed as a level-3, a referral never coded, a benefit never verified: on paper each one looks small. Across a year, on a razor-thin margin, they are the difference between a clinic that stays independent and one that sells. It was always your money. Sandy makes sure it stops slipping away.

1-3%

typical operating margin at an independent practice

~1 in 7

claims denied on first submission, and rising

15-20 hrs

a clinician's documentation load every week

30-45%

of level-3 visits that met level-4 criteria on audit

Sources: AMA physician practice and burnout data; industry claim-denial surveys; AAFP E/M coding analyses.

How it works across one visit

The same patient context moves through all three steps, so revenue is protected, kept accurate, and known, without anyone chasing it down later.

Before the visit

Verify benefits

Sandy confirms coverage against the payer contract, so nothing is scheduled that will not be paid and the patient knows their cost up front.

During the visit

Capture the care

Adaptive Scribe writes the note and keeps the coding true to the care delivered, so the codes and the revenue estimate agree as it happens.

After the visit

See the revenue

Every visit rolls up into expected revenue at contracted rates, known before a claim is filed, with write-offs and at-risk revenue surfaced.

Revenue Insights is the reporting layer built from the data Sandy already captures, so the state of your practice, its revenue, payers, codes, and timing, is knowable without waiting on claims or pulling reports by hand. Not a report you wait on. Numbers you can run the practice on.

See what you’re leaving on the table

We will run a free billing audit against your charge master and contracted rates, and show you the spread.

Get a free billing audit

Industry figures are for context, not Sandy results: independent-practice margins and physician documentation load (American Medical Association); first-pass claim denial rates ~11-15% (industry revenue-cycle surveys, 2024); E/M under-coding on audit (AAFP / Family Practice Management). Report figures are illustrative placeholders modeled on a sample practice.