Your Patient Data, Finally Working For You
Your patient volume lives in athenahealth, revenue cycle data is locked in Epic, and HIPAA compliance tracking is a manual spreadsheet. Getting a clear picture of your practice's health takes hours every week. We connect your systems, automate the reporting, and give you live dashboards from a single plain-English question — all HIPAA-compliant. Results in week one.
Every AI Tool You've Bought Failed.
Here's the part nobody told you.
Every AI tool on the market assumes your data is clean, connected, and accessible. It's not. That's why nothing has worked — yet.
Your scheduling data is in athenahealth, clinical data is in Epic, and billing is somewhere in between — getting a unified view of your practice's performance requires three different logins and a spreadsheet.
We connect your EHR, practice management, and billing systems into a single source of truth. One dashboard. Real-time. →
You find out about claim denials weeks after they happen — by then the payer deadline has passed and the revenue is gone.
Live denial tracking alerts your billing team the day a claim is rejected, with the denial code and recommended action. →
HIPAA training compliance is tracked in a spreadsheet that someone updates manually once a quarter — you have no idea who's actually current.
Automated compliance dashboards show every provider's training status, certification dates, and upcoming expirations in real time. →
Patients are being referred out-of-network and you have no visibility into how much revenue is walking out the door every month.
Referral leakage tracking shows every out-of-network referral, the referring provider, and the estimated revenue impact. →
Your monthly financial report takes your billing manager two days to compile from Epic exports and spreadsheets — and it's already outdated by the time leadership sees it.
Automated financial reports on your schedule. Leadership sees live data, not last month's exports. →
Full Dashboards. One Prompt Each.
Every dashboard below was built from a single plain-English question — and lives at your own URL, built from your data. Click the tabs, sort the table, dismiss alerts.
| Provider | Visits MTD | No-Show Rate | New Patients | Cancellations | Status |
|---|---|---|---|---|---|
| Dr. Martinez | 312 | 5.1% | 48 | 4.2% | ✓ Strong |
| Dr. Patel | 294 | 7.8% | 41 | 5.8% | ✓ On Track |
| Dr. Johnson | 271 | 9.2% | 38 | 6.4% | → Monitor |
| NP Williams | 248 | 11.4% | 32 | 7.1% | ⚠ Below |
| Dr. Chen | 234 | 8.6% | 29 | 6.8% | ✓ On Track |
NP Williams at 11.4% no-show rate. New patient volume up 31 vs last month.
Total visits reached 1,847 this month, tracking toward the 2,000-visit monthly target. New patient volume is strong at 218, up 31 versus last month and the best growth month of Q4. The practice-wide no-show rate improved to 8.4%, down 1.2 points from last month, but NP Williams continues to post the highest no-show rate at 11.4% — the third consecutive month above the 10% threshold. A patient outreach and reminder protocol review for NP Williams' panel is recommended. Average daily visits of 84 remain below the 90-visit target, requiring 6 additional visits per day to close the gap before month-end.
Two Powerful Tools. Zero Technical Overhead.
Both capabilities are fully managed — your team never touches a server, database, or line of code.
Prompt to Dashboard
Ask a question. See the answer live.
Type a question about your business in plain English. Within seconds, a live dashboard surfaces the answer — updated automatically from your existing data sources. No spreadsheets. No waiting on someone to pull a report.
- Real-time KPI tiles built around your business metrics
- Pulls from your existing systems (CRM, ERP, spreadsheets)
- Shareable views for leadership, board meetings, and reviews
- Managed and maintained — no developer required
Prompt to Report
Ask a question. Get a written analysis.
The same question that generates a dashboard can also produce a formatted narrative report — complete with trend analysis, flags, and recommendations. Ready for your leadership team, your clients, or your board.
- Narrative summaries generated from your real data
- Trend analysis, anomaly flags, and recommendations included
- Export-ready for client reviews, board decks, and stakeholders
- Runs on the same managed infrastructure as your dashboards
Every Visibility Gap. Solved.
If you can describe the question, we can build the dashboard. Here's a sample of what Healthcare businesses ask for most.
Patient & Volume
- Visit volume by provider and day of week
- No-show and cancellation rate tracking
- New patient acquisition by referral source
- Schedule fill rate and open slot alerts
Revenue Cycle
- Claim denial rate by payer and denial code
- Days in AR with payer-level breakdown
- Clean claim rate and first-pass resolution
- Collections rate and underpayment alerts
HIPAA Compliance
- Staff training status and expiration dates
- BAA agreement tracking by vendor
- Annual risk assessment status
- Incident log and resolution tracking
Referral Management
- In-network vs. out-of-network referral rates
- Revenue leakage by referring provider
- Preferred specialist availability alerts
- Referral pattern analysis by diagnosis
Automated Reports
- Daily revenue cycle summary to billing manager
- Weekly provider productivity report
- Monthly payer performance analysis
- Quarterly HIPAA compliance status report
AI Workflow Automation
- Auto-alert on claim denial same day it occurs
- HIPAA training reminder 30 days before expiration
- No-show patient outreach trigger
- Contract expiration alert to practice manager
If you can describe it in plain English, we can build it.
We've built dashboards from spreadsheets, ERPs, industry software, billing systems, and custom databases. The assessment is free — tell us what you need.
From Assessment to Insights in Days
We handle the technical setup. You start asking questions.
Free Assessment
Tell us which systems you're running — Epic, athenahealth, or others — and what data you can't see clearly. We'll map out exactly what can be connected and automated. HIPAA compliance is built in from day one.
Get Approved
Our team reviews your environment and reaches out within 2 business days to confirm fit, scope your data sources, and confirm HIPAA compliance requirements for your state and specialty.
Connect & Configure
An AIBMM-approved vendor connects your EHR, practice management, and billing systems using HIPAA-compliant data pipelines. No IT lift from your team. No downtime.
Start Prompting
Ask questions in plain English. Get live dashboards showing patient volume, claim denials, compliance status, and referral leakage — built from your actual data. Results in week one.
Try It Free for 2 Months.
Love It or Leave It.
We build your dashboard from your existing data — securely, with no technical lift from your team. Use it for two full months. If it doesn't change how you run your business, walk away. No invoice. No hard feelings.
Your data stays yours. Dashboards are built from your existing systems — securely connected, never shared, hosted on infrastructure you control.
- HIPAA-compliant data infrastructure from day one
- Epic or athenahealth integration included
- 2 system integrations (EHR, billing, practice management) included
- Live revenue cycle and denial tracking dashboards
- Automated HIPAA compliance monitoring
- Referral leakage tracking and alerts
- Production-grade database with daily backups
- Encrypted, HIPAA-compliant cloud infrastructure
- Email & SMS alert setup for compliance and revenue events
- Monthly practice health intelligence report
- Direct access to Coulee Tech team
- Dev + Production environments included
Additional System Integrations — $95/mo each. Two are already included.
No credit card required to start. No setup fees.
AI Doesn't Fail Because of AI.
It Fails Because of the Foundation.
The AIBMM (AI Business Maturity Model) maps exactly where businesses get stuck — and it's always the foundation. Without Level 3, Levels 4 and 5 are impossible. Every failed AI investment you've made stalled because this layer was missing.
AIBMM is the framework. Coulee Tech is your certified delivery partner. The combination is something no standalone vendor offers.
Your Practice Deserves Better Data.
Stop finding out about claim denials weeks after they happen. Stop tracking HIPAA compliance in a spreadsheet. The assessment is free, setup is HIPAA-compliant from day one, and results come in week one. If you don't love it, don't pay.