Your PM and EHR know Far, Far More than they are Telling You.

See Your Practice Differently

How much has your practice changed in the past year?  How much have your practice’s reports changed in the past 20 years?  Stop relying on clunky, canned reports and start seeing your data and your practice come to life. 

Business Intelligence

for Medical Practices

Customized

Automated

Fast

With Aloha

Nate Moore is one of the most recognized names in business intelligence for medical practices. For 18 consecutive years on the MGMA national stage, Nate has helped practice administrators see their data differently — creating automated dashboards, exception reports, and Excel tools that replace what canned reports were never designed to show. Two MGMA-published books. Medical practices across America. If your PM and EHR aren’t telling you what you need to know, Nate can fix that.

 

Game-changing Business Intelligence

Put Nate to Work…

Automatically Email Critical Data

If you could have a one-page email of practice information delivered daily, what would be on that page?  If you could send a separate one-page email to your physicians weekly, what would you tell them?  Don’t rely on team members to remember to run reports, push key practice metrics to them via email.  Send your physicians productivity reports.  Help the call center fill unsold appointments.  Tell your front desk how they collected copayments yesterday.  Change your practice by changing the way you send data.

Discover Hidden Trends

Where is the next opportunity for your practice to find new patients, act on referral patterns, or capture lost revenue?  How does this month compare with last month and last year?  Why are charges increasing or payments decreasing?   See information your PM/EHR won’t show you on canned reports, but will help you run your business.  Empower front line managers, clinical teams, the business office, and providers with current data and friendly tools to make better decisions.

Customize Practice Dashboards

Canned reports show too much of what you don’t need and not nearly enough of the practice data you do need to see.  Build a dashboard focused exactly on your key performance indicators.  Track RVUs, no shows, collections, new patients, denials or any other metric that will make your practice successful. Build dashboards for each team that support practice objectives and the overall practice dashboard.

Drive Productivity and Performance

When performance is measured, performance improves.  Hold staff, payers, and providers accountable for results with automated tools.  Keep score in your practice, and put the score where everyone can see it.  Track provider wRVUs, lag days, patient wait times, resource utilization, payments according to contract, advanced practioners, data entry, the number of patients checked in by staff, unsold appointments and much more.  Benchmark your perfomance against leading practices and against your practice history to see results.

One of MGMA’s Most Popular Speakers

Invite Nate to Speak About…

Better Decisions: Applications for Medical Practice Managers

How can cab drivers, golfers, and poker players change the way we think about making decisions in medical practices? What processes and tools do we employ when making decisions, and how can those tools both help and hurt us? How does the way a question is framed drive the outcome? How can answering the wrong question get us further away from where we want to be? What does it take to improve strategic discussions in your practice?

Join an interactive conversation with practice managers from across America and discuss how to apply decision making tools to real world challenges in your practice. Daniel Kahneman’s Nobel Prize winning ideas will drive much of our discussion. Discover insights like how we frequently avoid risk when we stand to gain but are much more open to risk when a loss is involved. Loss aversion has a variety of applications to medical practices. See how reference points and the endowment effect impact compensation models. Watch how anchors and availability biases impact purchasing and scheduling decisions. Walk away with idea after idea that will change thinking and result in better decisions in your practice.

Carving Up and Drilling Down: Using Microsoft Excel’s Pivot Table Feature to Analyze a Practice’s Revenue Cycle

Microsoft Excel’s Pivot Table feature is a fast and powerful way to analyze and consolidate large amounts of data and quickly extract critical knowledge.  In this webinar, you’ll learn how to use Pivot Tables in a medical practice setting to better track collections, analyze reimbursement, collect accounts receivable, and more.  You’ll also see a variety of techniques to filter, sort, group, and manipulate practice data.  We’ll also discuss several different applications of Pivot Tables throughout a medical practice. The presentation will be a live demonstration using Office 365 for the PC.

Front Loading Your Revenue Cycle: Using Appointment Data to Drive Performance

Your revenue cycle starts long before a patient steps foot into your clinic.  How can scheduling and templating strategies impact your financial performance?  What are smart practice administrators doing now that they were not doing just a few years ago to better manage patient appointments?  Certainly, no show appointments are part of the equation, but what about patient appointments that are never filled?  How are practices prioritizing patient appointments to fill surgery slots or to impact ancillary revenue?  How would your practice be different if you could see this data, easily and automatically?

How much of your revenue cycle can be influenced before a patient even walks through your door?  What proactive actions can practice administrators take to front-load revenue cycle success?  Think of things like reducing no shows, ensuring procedures have pre-authorization, and filling open appointment slots, but there is much more.  Have you considered an appointment scrubber that can data mine upcoming appointments for potential issues such as patients in a collection status, patients with insurance plan issues, patients with scheduling problems, or patients in a global period?

Business Intelligence for Strategic Planning

Where do you want your practice to be in the next 3-5 years? What data do you need to get there? Simply looking at charges, payments, and adjustments like you always have will get you where you have always been. How can you look at your data differently to spot opportunities, trends, and potential threats?

Join an interactive conversation and discuss how seeing your data differently can strategically drive your practice in new directions. See examples from practices across America who are visualizing change with better data. Discover how practices track patients through the practice to determine profitability, monitor utilization, and improve margins. Watch other practices use publicly available insurance contracts to improve financial returns. Find ways to use data you already have to forecast, plan, and act in your unique practice environment.

Now more than ever, business intelligence in strategic planning helps proactive practices see around corners and recognize opportunities and grow and thrive. This session will point the way.

Business Intelligence for Staffing and Productivity

Has the Great Resignation hit your practice this year? Savvy managers are using data tools and new techniques to monitor, trend, and increase productivity in their practices, enabling their practices to be more efficient. This session will provide a unique, innovative approach to learning together. The speaker will give examples of custom dashboards, reports, and spreadsheets that practices nationwide use to measure and improve productivity in their practices. He will facilitate an interactive conversation on the productivity topics and examples the group is most interested in talking about. Attendees will gain insight from top medical group and health system performers to think differently and use proven ideas about managing staff amid challenging times.

Business Intelligence for Payer Contracting

You have analyzed your contracts, negotiated with the payers, and set new rates.  Your job may look finished, but the fun is just starting!  Short of reviewing every EOB and ERA, how can you ensure that the new rates are loaded correctly and that procedures are paid appropriately?  What are medical practices nationwide doing to confirm that claims are being paid according to contract?  What about multiple procedure discounts, modifiers, different rates for different specialties, and other contracting nuances?  How can I prioritize appeals and track successful appeals?  Join us for an interactive discussion on applying Business Intelligence to payer contracting.

Things You Don’t Know You Don’t Know: Customized Business Intelligence for Medical Practices

How much has your practice changed in just the past year?  Seeing charges, payments, and adjustments is interesting, but understanding what is driving charges, payments, and adjustments in your practice is essential.  What metrics are savvy practices reviewing today?  How does the way your practice schedules appointments drive financial results?  Are there better ways to measure productivity, track denials, or chase appeals?  What critical information are you entering into your electronic medical records but struggling to retrieve efficiently?  If practice management reports are weak, typically clinical data is even harder to gather and analyze.  Watch examples of how practices are achieving better outcomes by mining and organizing clinical data.  You will see examples of care management, quality metrics, and medical decision making.

Join an interactive conversation about advanced, customized reporting for medical practices that will change the way you see your practice.  Plan on a discussion with attendees rather than simply listening to a lecture.  Discover what issues your peers are facing and what they report.  Walk away with idea after idea on how to better use data in your practice.

Business Intelligence for Revenue Cycle Management

Customized.  Automated.  Fast.  Do these three words describe Business Intelligence in your practice? Are you relying on inflexible canned reports that tell you only part of what really matters in your unique practice, yet the reports are cluttered with lots of extraneous things you don’t need to know?  Do you get new data automatically, or do you start from scratch every time you update an existing report?  Does an average BI project for your practice take days, weeks, months, or years? This session will describe and demonstrate BI tools that produce customized reports for medical practices with a specific focus on an expanded view of revenue cycle management from appointments through denials.

Grit or Quit: Better Decisions for Medical Practice Administrators

Running a medical practice is as hard today as it has ever been.  How do you decide when to buckle down and grit your way through a project?  When do you decide to quit the project and spend your time improving the practice in a different way?

Join an interactive conversation comparing and contrasting ideas on when to buckle down and when to cut your losses.  Books like Angela Duckworth’s “Grit” and Ryan Holiday’s “The Obstacle is the Way” will drive our discussion about perseverance and tenacity.  Grit and hard work are terrific when you are working on the right project.  Annie Duke’s book “Quit” will help us define the right project and distinguish between when to stick with it and when to start something better.  The sooner we decide that it is time to walk away, the sooner we can devote time, energy, and resources to go a different direction.  Defining quitting criteria going into project can help us from staying too committed for too long.  Gritting it out on the right project leads to profound success.

Perspective, action, and will can turn trials into triumph.  Hear examples from peers who can relate to specific challenges in your practice and give you confidence to persevere.  Risks of escalating commitment and sunk costs lead to staying with projects too long.  Learn from peers who can share stories about waiting too long to change course.  This session will give you tools to frame and make better decisions in your practice.

People Who Know

What People are Saying…

We also are clients of Nate’s ourselves.  From those interactions, I can honestly say that Nate is extremely competent and cost-effective.  He understands what we are trying to accomplish and always has a great way to get straight to the heart of the matter.  The data quickly follows in the format we need.  Nate helps us understand data, and act on it.  He doesn’t charge enough for the value he brings. 

Marcia L Graham, MPH, FACMPE, CPC-I, Founder/Owner, Physicians’ Ally, Inc.

“Working with Nate has been incredibly valuable for our practice. He has a gift for turning complex data into clear, meaningful reports that help us make better business decisions. His insight, responsiveness, and partnership have made a real impact, and we would not be where we are today without his help.”

Amy Roberts, Director of Health Information Technology at Raleigh Neurology Associates

“Our practice has worked with Nate since 2019, and his impact on our organization has been tremendous. What began as a project to improve month-end reporting evolved into a partnership that transformed how we use data to improve operations and financial performance. Nate has helped us answer questions that were previously unanswerable and turn ideas from our staff into practical solutions, creating insights and operational safeguards that we once thought were only pipe dreams. He has become an invaluable partner to our practice.”
Bill James, Chief Financial Officer at Talley Eye Institute

“My practice has worked with Nate for over four years, and his expertise has been instrumental in building our data and analytics capabilities. He designed and developed the infrastructure for automated reporting and a robust Power BI dashboard, transforming complex data into meaningful, actionable insights. Today, we have a comprehensive business intelligence system used by leaders across the organization—thanks to Nate’s ability to bring structure, clarity, and order to even the most complex challenges.”

William Judd, FACHE, Chief Operating Officer at Pediatric Specialists of Virginia

“Moore Solutions has helped us build the reporting infrastructure needed to support a physician-led private practice. Their monthly reports and physician scorecards give our doctors clear visibility into how they are performing within the group, where financial opportunities exist, and how to improve the per-visit economics of their individual practice. This level of transparency supports physician autonomy while giving our board the data needed to plan strategically and continue our long-term goal of remaining independent.’

Bryan Manfull, CEO at Austin ENT and Hearing Centers of Austin

“Nate’s work has been invaluable. He has not only helped refine our thinking on issues, but through custom reports, we have instant access to information (not just data) to help us better understand our patients, referring physicians and overall performance.  He is also easily accessible and highly responsive – and a great trusted advisor to our group.”

Bill Sullivan, CEO, Mobility Bone & Joint Division at Northeast Orthopaedic Alliance

“Nate has been a great sounding board and SME in the design and building of our data warehouse.   We went from a vendors locked in views to being able to join complex tables and making our own layered historical views.   What he’s built saves us time every day and keeps getting bigger and better.   The working conversations are always an enjoyable,  productive, and an efficient use of time.     Nate will always be on my speed dial for data help!”    Tyler North, CIO at ASD Therapy Solutions

“One of Nate’s greatest strengths is his ability to take a problem we’re trying to solve and turn it into a useful report. Over the years, he has built tools that help us monitor adjustments and charge voids for compliance purposes, identify insurance verification issues before they impact patient care, track outgoing physical therapy referrals, manage upcoming patient responsibility collections, and evaluate scheduling accuracy for new employees. These reports have helped us improve oversight, identify issues earlier, and make better operational decisions throughout the practice.”

Carol Ittig, MBA, FACMPE, Practice Administrator at Children’s Orthopaedic & Scoliosis Surgery Associates, LLP

“I have had the pleasure of working with Nate Moore and have consistently been impressed by his unique ability to turn complex healthcare data into meaningful, actionable insights.

Nate possesses a rare combination of deep technical expertise, business intelligence acumen, and a practical understanding of healthcare operations. His ability to mine data, identify opportunities, and present information in ways that drive better decision-making is exceptional. Whether working with executives, physicians, or operational leaders, Nate has a talent for making complicated analytics understandable and immediately useful.”

Lori Pagan, MBA, CEO at Orthopaedics Northeast, P.C.

“Nate Moore has been an invaluable resource to me when it comes to reporting, data analysis, and turning information into actionable insights. Whenever I am faced with a complex reporting challenge or need help analyzing data, Nate is my first call because I know he will quickly help me identify the best approach.

His expertise with Excel is exceptional. Whether it’s creating pivot tables, building meaningful dashboards and graphs, or uncovering trends hidden in large datasets, Nate consistently delivers solutions that are both efficient and easy to understand. His ability to transform raw data into useful information has saved me countless hours and helped me make better-informed decisions.

What I appreciate most is how responsive and practical Nate is. He doesn’t just provide answers—he helps you understand the data and find the most effective way to use it. Nate’s knowledge, speed, and problem-solving skills make my job significantly easier, and I highly recommend him to anyone looking to improve their reporting, analytics, and business intelligence capabilities.”

Jeanmarie Falco, MBA, FACHE, CMPE, Chief Executive Officer at New Jersey Brain and Spine