Built inside Microsoft 365 · Embedded AI · Denial Prediction · BAA Signed · HIPAA Compliant

Your PM / EHR tells you what happened.
We tell you what it costs you.

NexRev is the financial intelligence layer that sits on top of your existing billing workflow — inside your own Microsoft 365 environment — and shows you exactly where your revenue is leaking, what you can still recover, and what hits next month.

15–25% Collectible revenue left on the table annually
$75K+ Average annual loss for a $1.5M practice
7 Days From deposit to fully live dashboards
479K Independent clinics with this exact problem

BUILT ON INFRASTRUCTURE YOU ALREADY OWN

Microsoft 365
Power BI
SharePoint
Microsoft Teams
Power Automate
HIPAA Compliant
Embedded AI

Four blind spots costing your practice
money every single day.

Billing software is a transaction log. It records claims. It doesn't calculate your real denial rate by payer, flag which writeoffs were actually recoverable, or show you that a particular payer has been slow-rolling your AR for six months. That intelligence gap is costing your practice money every single day.

Claim-Level Blind Spots

Payers underpay claim by claim. A $480 underpayment gets marked closed. Nobody catches it. It becomes a writeoff. Multiply that across 3,000 claims a year.

Recoverable Writeoffs Buried

20–30% of writeoffs are recoverable through appeal or rebilling. Your practice assumes they're contractual. They're not. No system flags the difference.

AR That Nobody Works

A payer carrying AR since October looks like a single line in an aging report. Not like a 6-month pattern that demands escalation today. The pattern is invisible — until it isn't.

Zero Forward Visibility

Revenue forecasting is guesswork. Staffing, equipment, lease renewals — all decided without a single data-backed projection. The July dip surprises every clinic. Every year.

34.9%
Real denial rate from a live client — Medicare of Texas.
They had no idea. Their billing software never surfaced this number. We found it on Day 3.

Everything runs inside
your Microsoft 365 environment.

Your data never touches a third-party server. Your patient records stay where they belong — inside your own Microsoft tenant. We deploy the intelligence layer on top of the infrastructure you already own and already pay for.

01

RPA Extraction

A Python bot logs into your existing EHR — regardless of platform — and pulls raw billing data automatically on a schedule. No API partnership. No EHR vendor involvement.

Works with any EHR
02

Uploaded to SharePoint

Raw data lands in SharePoint inside your clinic's own Microsoft 365 tenant. Your cloud. Your IT security posture. Nothing passes through an external server.

Your cloud, your control
03

PHI Auto-Stripped

A Power Query ETL pipeline runs directly on the SharePoint data — removing all Protected Health Information instantly. Only financial data moves forward: claim amounts, payer codes, denial flags.

Zero PHI exposure
04

8 Live Dashboards

Power BI connects directly to SharePoint as its data source and renders eight intelligence modules with 11 real-time filter dimensions. Your denial rate by payer. Your AR heatmap. Your recovery opportunities — ranked in dollars.

Live on Day 2
05

Automated Alerts

Power Automate watches your data 24/7. Denial spike? AR threshold breach? Underpayment cluster? The right person gets alerted on Teams and email — before it becomes a crisis.

No manual monitoring

Live in 7 calendar days.
Enterprise RCM tools take 6–18 months.

Day 1

BAA Signed · Data In

Business Associate Agreement signed before anything is touched. $500 deposit received. You export your claim-level data directly from your PM / EHR and upload it to SharePoint — inside your own Microsoft 365 tenant. Your data never leaves your environment.

Day 1–2

PHI Stripped · Data Layer Live

Our ETL pipeline runs immediately — stripping all Protected Health Information before it enters the analytics layer. Clean financial data only: claim amounts, payer codes, CPT groups, denial flags. You own the data. We own nothing.

Day 2

First Dashboard Live

Practice Overview dashboard goes live. You see your collection rate, denial rate, and AR balance — broken down WTD, MTD, QTD, and YTD — often for the first time at a glance. You watch it being built in real time.

Day 3

RPA Automation Deployed

Python bot deployed remotely to your EHR environment. Auto-downloads and overwrites the SharePoint data file on your chosen schedule. From this point forward, your dashboards update automatically — no manual exports needed.

Days 4–5

Revenue Gaps + Recovery

Revenue waterfall reviewed. Top leakage payer identified. Recovery Simulator walkthrough — recoverable revenue calculated in dollars, opportunities ranked 1 to 4.

Day 6

Alerts Configured

Power Automate thresholds set per clinic. Teams and email integration tested. Your billing team confirms alert preferences.

Day 7

Full Handoff

Complete training for owner and billing team. All 8 modules walkthrough complete. $2,000 balance invoiced. $500/month managed service begins.

Not features. Replacements.

Every module was designed to replace a specific manual process your billing team currently does in Excel, in email, or not at all.

All Roles

WTD / MTD / QTD / YTD

All period comparisons vs. prior period with % change — automatic, no calculation required. Replaces weekly billing summary emails assembled by hand.

Replaces: Manual period summaries
Owner + CFO

Revenue Gaps Waterfall

Gross billed → contractual → writeoff → AR → collected in one visual. One conversation. The 4-tab quarterly Excel model your team builds manually, every quarter.

Replaces: Quarterly Excel models
RCM Director

AR Heatmap

Every payer's AR by month. Hot spots visible instantly. 6-month persistence flagged automatically. No more manually sorting aging reports into 60/90/120+ day buckets.

Replaces: Manual aging sort
All Roles

Revenue Pulse + Commentary

17-month collection rate trend with auto-written plain-English action steps per metric. The Friday narrative your billing manager writes every week — written automatically.

Replaces: Friday narrative reports
Owner + Finance

12-Month Revenue Forecast

Forward projection built from your actual seasonal data — updates live as new data arrives. Not industry benchmarks. Not guesswork. Your numbers, projected forward.

Replaces: Guesswork
Owner + Manager

Recovery Simulator

Four interactive levers showing dollar recovery ranked by opportunity — by payer. Move a slider and see how much revenue is still recoverable. One demo. One number. One decision.

Replaces: $5K–$15K consultant engagement
"I moved a slider and found $9,000. That's sitting in this practice right now. Why did nobody show you this before?"
AI · Predictive

AI Denial Prediction

Every claim gets a denial probability score. Your team sees Total Claims, Total Denials, High Risk Claims, and overall Denial Probability — then drills into a claim-level table showing each payer, CPT code, visit type, modifier, probability %, risk level (HIGH / LOW), and predicted outcome (DENIED / APPROVED). Denial Risk by Payer ranked. Denial Risk by CPT group charted. Your billers know exactly where to focus before the claim leaves the building.

Replaces: Finding out a claim was denied after the payer already said no

What happens when a practice
sees their numbers for the first time.

"

That is my Friday report. I write that every Friday.

— She looked at it again. Then said it a second time.
Practice Manager · 18 Years Experience · First time seeing Revenue Pulse
"

I moved a slider and found $9,000. That's sitting in this practice right now. Why did nobody show you this before?

NexRev Session · Recovery Simulator · Day 5 of Onboarding
34.9%
Real denial rate — Medicare of Texas — discovered on Day 3
30%
Writeoffs flagged as recoverable — previously assumed contractual
$9K
Found in a single Recovery Simulator session

One flat rate.
Everything included.

No per-user fees. No per-provider fees. No module add-ons. One number covers the full intelligence layer, the automation, and the ongoing managed service.

One-Time Setup
$2,500
Paid as $500 deposit at signing, $2,000 at Day 7 handoff
  • RPA bot deployment to your EHR
  • PHI stripping ETL pipeline
  • SharePoint data architecture
  • All 8 Power BI dashboard modules
  • Power Automate alert configuration
  • Full team training session (owner + billing team)
  • BAA signed before a single byte is touched
Managed Service
Monthly
$500/mo
Ongoing after Day 7. Cancel anytime.
  • RPA maintenance and EHR update management
  • Dashboard monitoring and alert tuning
  • New payer pattern analysis
  • Billing team support access
  • Monthly intelligence review call
  • Model updates and accuracy improvements
  • Your team always covered — not just the software
A single recovered $9,000 claim pays 18 months of service.

Three criteria.
One exact fit.

1

Revenue under $2M

Large enough to have real billing complexity. Small enough to have been ignored by every enterprise RCM vendor for 30 years.

2

Insurance-primary billing

At least 60% of revenue flows through payer claims — not cash pay or self-pay. You live or die by payer performance.

3

Any clinical specialty

Family medicine, behavioral health, dentistry, physical therapy, chiropractic, urgent care, pediatrics, OB-GYN — if you bill insurance, we fit.

142K Family Medicine
112K Dentistry
98K Behavioral Health
67K PT / Chiro
60K Urgent Care + Specialty
479K Total Qualifying Clinics

See your actual denial rate
by next Thursday.

Book a 30-minute call. We'll show you the system live, walk through what we'd find in your data, and sign the BAA on the same call if it makes sense to move forward.

No sales deck. No pitch. Just your actual numbers and what we'd do with them.