Module 6: Putting It Together | RCM Foundation Series | Continuity Practice Partners
RCM Foundation Series  ·  Continuity Practice Partners
Round 2  ·  Module 6 of 6
Module 6  ·  Putting It Together: Your Monthly Dashboard
Five Numbers, One Picture

You have now covered the five core KPIs for an outpatient rehab therapy practice. Each one measures a different part of the revenue cycle. None of them tells the whole story on its own. Together, they give you a working picture of whether your revenue cycle is healthy — and where to look when it is not.

This module brings them together into a simple monthly dashboard: what to pull, what to compare it to, and how to read what you see.

Your Five Core Metrics at a Glance
MetricWhat It Tells YouTarget
Days in ARHow long it takes on average to collect after a service is rendered25–35 days
Net Collection RateWhat percentage of contractually owed amounts you are actually collecting97%+
First-Pass Acceptance RateHow many claims go through clean on first submission95%+
Denial RateWhat percentage of submitted claims are denied after adjudication5% or lower
AR Over 90 DaysWhat percentage of total AR has been sitting unpaid for more than 90 daysLess than 15%
How to Build a Monthly Snapshot

You do not need a dedicated dashboard tool to track these metrics. A simple spreadsheet updated once a month is enough to get started. What matters is consistency — pulling the same numbers, the same way, on the same date each month so you can compare over time.

For each metric, record three things: your current number, the benchmark, and your number from the prior month. That comparison tells you whether you are moving toward the target or away from it — which is more useful than any single data point.

Monthly pull checklist

Days in AR  ·  Net Collection Rate  ·  First-Pass Acceptance Rate  ·  Denial Rate  ·  AR Over 90 Days. Same date every month. Write them down. Compare to last month and to benchmark.

How the Metrics Connect

These five numbers do not operate in isolation. When one moves, it often pulls others with it. Understanding the connections helps you diagnose faster.

  • First-pass rate drops → days in AR rises. More rejected claims mean more rework and slower collection timelines.
  • Denial rate rises → AR over 90 days rises. Unworked denials age in your AR. If they are not appealed, they become write-offs that lower your net collection rate.
  • Net collection rate drops → look at denials and adjustments. If your NCR is below 97%, money is being written off that should have been collected. Denials and incorrect adjustment posting are the most common causes.
  • AR over 90 days rises → check follow-up capacity and denial volume. Old AR is almost always a follow-up problem, a denial backlog, or both.
  • Days in AR rising with everything else stable → check charge lag and payer mix. Sometimes one slow payer or a submission delay is the only culprit.
What to Do When a Number Is Off

When a metric falls outside its benchmark, the goal is not to panic — it is to investigate. A single month outside benchmark is a data point. Two months in a row is a trend. Three months is a pattern that needs a response.

Start with the metric that is farthest from its target. Use it to narrow down where in the revenue cycle to look. Then use the other metrics to confirm or rule out related causes. Most revenue cycle problems trace back to a small number of root causes — and most of those root causes are process problems, not payer problems.

A practice that pulls these five numbers every month, compares them to benchmark, and asks one question — what changed and why — will catch most revenue cycle problems before they become expensive. That discipline is worth more than any software feature.
Tracking these metrics only matters if someone is reviewing them and acting on what they see. Assign one person to own the monthly pull. Schedule a standing review, even if it is 20 minutes. Numbers that are collected but never discussed do not improve anything.
Knowledge Check
3 questions  ·  pass all 3 to complete Round 2
1. A practice sees its denial rate rise from 4% to 9% over two months. Based on what you know about how the metrics connect, which other metric is most likely to be affected next if the denials go unworked?
2. Which of the following best describes the purpose of tracking these five metrics together as a monthly dashboard rather than reviewing each one separately?
3. A practice pulls its dashboard and finds: days in AR at 38, net collection rate at 96.1%, first-pass acceptance rate at 94%, denial rate at 7%, and AR over 90 days at 19%. Which metric is farthest from its benchmark and should be investigated first?
Round 2 Complete
You know your numbers now.
You have covered all five core KPIs for an outpatient rehab therapy practice — what they measure, how to calculate them, what the benchmarks are, and how they connect to each other. That is the measurement foundation your revenue cycle needs.
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