πŸ“Š MRR Dashboard 🎯 Funnel Analytics πŸ“’ Bookkeeping

πŸ§‘β€βš•οΈ Clinician Analytics β€” Experience & Fit

For clinical & ops (coaching + routing). Look up a clinician, see how they're doing in plain English, and click through to the evidence. Billing detail lives in Collection History. How is this calculated? β–Ύ

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πŸ”Ž Session-to-Cash Reconciliation

For billing & finance. Every completed session lands in exactly one state β€” the buckets must sum to the total (the invariant). Click a state card to drill into its sessions. Data reads live from treatment histories + Claim.MD sync.

Jump to a month:
Click "Run reconciliation" to build the funnel β€” or pick a month above.

πŸ—‚ Billing Work-Queue β€” for Saad

The reconciliation, turned into action piles: what to stop reworking, what to chase, what to rework, what's already in motion. Marking an item reconciled clears it from the queue (audited, reversible) β€” it does not change our claim status (that heals when the re-key sync ships).

uses the From / To dates above
Click "Build work-queue" to segment the reconciliation into action piles.