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 practitioners, data entry, the number of patients checked in by staff, unsold appointments and much more.  Benchmark your performance against leading practices and against your practice history to see results.

One of MGMA’s Most Popular Speakers

Invite Nate to Speak About…

Detecting Revenue Cycle Leaks Before They Drain Your Bottom Line

Is your revenue cycle under increased attack? Are your providers working harder and collecting less? Payers are increasingly using downcoding and other subtle tactics to reduce your revenue—often without practices realizing it until it’s too late. Where is your practice at risk?

Traditional canned reports can’t keep up. Instead, watch how to create emails, dashboards, and spreadsheets that help busy practice managers spot revenue leaks before they become financial floods. Discover practical strategies to track and respond to downcoding, denial trends, and other hidden threats to your practice’s finances. Discover new approaches to tracking and reporting that show what you need to monitor when you need to act.

Join an interactive conversation about identifying and plugging holes in your practice’s finances. See examples from across the country of real-world solutions to identify, fix, and follow up on current challenges to revenue cycle management. Get idea after idea to better respond to today’s revenue cycle threats and opportunities with the insights you need to proactively address challenges. Walk away with tools you can use to get your practice where it needs to be. Faster.

Seeing Around Corners: Drive Your Practice’s Future With Data

What would your practice do differently if you knew what the future would bring? Would you adjust staffing levels or fine-tune scheduling to prevent lost revenue and improve patient access? Unlike many industries, healthcare providers can use today’s data to know what tomorrow, next week, and next month will look like. Are your patients and providers being scheduled optimally? Are there unfilled appointment slots that are hurting patient access, provider compensation, and practice profitability? Are follow-up patients scheduled in new patient slots, thereby hurting next month’s surgical procedure revenues? Can you catch problems before patients arrive, preventing wasted appointment slots on patients that cannot be seen? Will no-shows be higher tomorrow? When is the best time to double-book appointments? What should your practice management system be telling you to see around corners and make your organization more efficient? Join an interactive session focusing specifically on using real-world appointment data to drive operational efficiencies in your practice. Walk away with actionable insights to increase profitability, improve patient access, and enhance provider satisfaction.

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.

Business Intelligence for Your Bottom Line: Data Analysis for Medical Practices

How is your practice doing post-pandemic, great resignation, inflation, major hacks, and everything else that has faced healthcare recently? Could your bottom line use a little help?

Where will your practice be in five years? What needs to change for you to reach those goals? Seeing your practice data differently will help you recognize openings for improvement that can be difficult to capture looking at data the way we always have in healthcare.

Join an interactive conversation describing a variety of ways to go beyond traditional reporting to seize opportunities for your practice’s profitability. We will start with data long before the patient comes to your practice and continue our analysis long after the patient has left. Does your practice need more patients, more patients who have procedures, more patients who return to your providers, or all the above? Could you stand to be paid more for the services you render? Can your resources be deployed more efficiently? How can you change processes, workflows, and approaches to drive revenue and reduce expenses in your practice? Discover current, real-world examples from savvy practices across America who are capturing data to better capture opportunities in their practice. Walk away with ideas you can use to get your practice where it needs to be. Faster.

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 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.

Better Reports, Better Results: Business Intelligence for Medical Practices

Are your practice’s reports driving results—or driving you crazy? Too many medical groups spend hours producing reports that get cursory review and rarely lead to action. Meanwhile, high-performing practices are using business intelligence to answer better questions, move faster, and empower teams to act.

If your reporting still revolves around the same charges, payments, and adjustments most practices track, it’s time to up your game. In this session, you’ll see practical, real-world examples of reports, systems, and workflows that successful medical practices are using today to improve profitability, streamline operations, and reduce manual effort.

Through concrete examples and insights from a variety of practices, you’ll see how to move beyond static, “canned” reports and toward decision-focused reporting that leaders rely on. You’ll leave our discussion with actionable ideas you can apply immediately.

AI and Robotic Process Automation (RPA) for Medical Practices

Are you eagerly trying to do more with less? How about doing a lot more for a lot less? Today’s artificial intelligence and robotic process automation tools can save medical practices a ton of time for a reasonable investment. Join this interactive session focusing specifically on using real-world tools like Chat GPT, Microsoft Copilot, and Power Automate to accelerate operational efficiencies in your practice. Chat GPT is a game-changing AI technology that can write formulas, code, and professional correspondence. Microsoft Copilot is specifically designed to integrate AI with the Office 365 suite of products. Power Automate is a Microsoft robotic process automation (RPA) platform that streamlines workflows, automates repetitive tasks, and integrates systems without significant IT intervention. Our discussion will focus on practical uses of these technologies in the medical office setting, especially in business intelligence and operational workflows. Get idea after idea demonstrating how medical practices are using these tools in real-world scenarios. Walk away with actionable insights to increase profitability, speed up workflows, and improve productivity for your team.

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.

People Who Know

What People are Saying…

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 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. 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