Grow the practice without losing control of the numbers
Know which provider hours earn margin and which claims are still waiting for payment. Level works from approved de-identified or aggregate electronic health record and billing exports, or supported connections to your books. Aggregate analysis helps your billing team prioritize denial categories and unpaid receivables. Patient-specific or claim-specific follow-up requires separately agreed data scope and permissions. We then review overhead and the next action each week.
The Healthcare Problem
Patient volume does not show gross profit per provider hour.
Review initial denials, corrected claims and final unpaid balances separately by payer and code. The illustrative 12-15% denial and $25-118 rework ranges have no verified common practice population here. A fictional 14% to 5% change or three codes covering 60% of rejections is a scenario to investigate, not a published client outcome. Accepted claims still need contracted reimbursement, patient responsibility and collection evidence before they count as cash.
Use comparable credit revenue and receivables to measure days in A/R, and use contractual aging separately to manage collection work. At illustrative $2M annual credit revenue, a 50 to 30 day reduction releases about $109,589 once, assuming matched scope and period. Annual cash collections are not the credit-sales denominator. The 30/50 day comparison is a planning input, not a verified national percentile.
Reconcile provider pay, staffing, rent, lab, technology and financing before comparing overhead. Illustrative 55-65% primary-care, 40-50% specialty and 55% dental inputs are scenarios, not a verified common cohort. In a fictional 62% versus 55% comparison, the 7-point difference is $140K on $2M revenue, assuming equal expense definitions. It does not establish a profitable median or an observed dental-client result.
Analyzed with the CLEAR Framework
Cash · Labor · Earnings · Accounts · Risk, the five pillars we evaluate for every practice.
Healthcare Benchmarks and Planning Inputs
Use Level observations as cross-trade context. Other cards are planning scenarios, not measured industry percentiles. Match your business model, period and cost definition before comparing.
Net Collection Rate
97-99%
Planning inputs to test, not measured industry percentiles: Service-page planning comparison of 97-99%, with 95% as a separate investigation level; the benchmark page uses separate reference bands. Define collectible amounts after contractual adjustments and match the receipt window; neither is a verified practice percentile.
Days in A/R
<30 days
Planning inputs to test, not measured industry percentiles: Days in accounts receivable (A/R) is a balance-to-sales measure: matched receivables / annual credit revenue x 365. It is not the measured time each invoice takes to pay. Under 30 days is a planning input; over 50 days is a review trigger. The benchmark page has separate bands and Healthcare Financial Management Association (HFMA) hospital/system references with their own scope.
Overhead Ratio
55-65%
Planning inputs to test, not measured industry percentiles: Independent scenarios: primary care 55-65%, specialty 40-50%, dental 55%. Define provider and owner compensation, rent and technology before comparing; not verified segment medians.
Claim Denial Rate
5% target
Planning inputs to test, not measured industry percentiles: A 5% initial-denial target, separate 12-15% scenarios and $25-118 rework sensitivities. Initial denials are not final lost cash; distinguish appeal effort, accepted claims and eventual receipts.
Revenue per Provider
$500K-$1M+
Planning inputs to test, not measured industry percentiles: Wide range by specialty. Unverified reference range, not a sourced Medical Group Management Association (MGMA) median.
No-Show Rate
<5% target
Planning inputs to test, not measured industry percentiles: Hypothetical sensitivity: 11 missed visits out of 200 scheduled visits is 5.5%, before defining cancellation and rescheduling exclusions. This is separate from the displayed under 5% planning target and the benchmark page's other bands; none is a measured practice cohort here. A $200 visit is a sensitivity; a missed slot is not automatically $200 of lost cash.
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What Level Does for Healthcare
Gross Profit Per Provider Hour
See which providers and visit types produce the most gross profit per clinician hour. We compare earned revenue, direct clinical costs and clinician hours for the same period, then review how payer mix and missed appointments affect the result. We agree which costs to include, whether hours are worked or scheduled, and how often the available records can be updated. The review uses your books and approved de-identified or aggregate electronic health record (EHR) and billing data; overhead is shown separately when it is excluded from direct costs.
Revenue Cycle Agents
AI agents review approved de-identified or aggregate billing records on the cadence those records support, flagging denials by payer (insurer or other responsible payer) and Current Procedural Terminology (CPT) billing code, age groups of unpaid balances (aging buckets), write-off patterns, and collection rate by provider for your billing team to review. That team can prioritize follow-up on earned revenue that has not converted to cash. Any patient-level handling requires a separately agreed scope and permissions.
Overhead & Margin Leakage
We map staffing, supplies, technology and other expense categories. Compare matched definitions against your own history and clearly labeled planning inputs or sourced references you choose, then propose actions for your review. These are not comparisons against a measured Level top-performer healthcare cohort.
Payer Mix & Contract Analysis
Not all insurance contracts are equal. We analyze reimbursement rates by payer, examine possible contract underpayments using approved de-identified or aggregate remittance summaries and fee schedules, with any patient-level handling subject to a separately agreed scope and permissions, and model the impact of dropping low-margin payers vs. renegotiating terms.
Cash Flow Forecasting
Build a dated cash-receipt forecast from approved de-identified or aggregate contracts, billing summaries, accepted amounts and actual collection history. The legacy 30-90 day timing and 34-48% patient-collection references lack a verified start event, observation window and eligible-balance definition here. They are not national medians or inputs to apply to your practice without those definitions. Use your own dated insurance and patient-responsibility records to test whether expected receipts cover payroll and other bills. Any patient-level handling requires a separately agreed scope and permissions.
Growth & Multi-Location Planning
Model provider capacity, buildout costs, ramp time, incremental overhead and cash runway before adding a location. A 20-location group is a planning case, not a verified Level customer count. Test the first site's actual unit economics before extending them to another payer and staffing mix.
Bookkeeper, your CPA, vs. Level
Comparison illustrates engagement scopes, not a survey of providers. Confirm each firm's actual services, cadence and contract; Level features depend on the agreed scope and available records.
| Capability | Bookkeeper | CPA | Level |
|---|---|---|---|
| Record transactions | ✓ | No | ✓ |
| Tax-ready books and CPA handoff | ✓ | ✓ | ✓ |
| Revenue cycle analysis | No | No | ✓ |
| Cash flow forecasting | No | No | ✓ |
| Compare verified benchmarks or planning scenarios | No | No | ✓ |
| Monthly strategy calls | No | No | ✓ |
| Provider productivity tracking | No | No | ✓ |
| Payer mix optimization | No | No | ✓ |
| Growth & expansion modeling | No | No | ✓ |
| Understands healthcare operations | Varies by engagement | Varies by engagement | ✓ |
Your bookkeeper records the past. Your CPA files taxes. Level helps your team connect work, costs and cash to the decisions ahead, using the records and review scope agreed for your engagement.
Work from the tools you already use
Accounting tools hold your books; operating tools hold jobs, sales or service records; payroll and payment tools show labor costs and money movement. We compare the relevant records to answer your financial question. These are systems to evaluate, not a promise of a native connector for every product. Access and setup vary by software, plan and permissions. We use approved connections or exports and request read-only access where supported. For healthcare work, use de-identified or aggregate finance exports; any patient-level handling needs a separately agreed scope and permissions.
EHR, Claim-to-Cash & MSO-PC Ledger Bridges
Where clinical claims, outpatient care, and QuickBooks drift apart
Whether you operate a medical or dental MSO-PC group, an outpatient specialty clinic reconciling self-pay checkout with clearinghouse ERA 835 remittances, or a multi-clinician mental health, group-care, or physical therapy practice, we audit the exact seam between clinical delivery and accounting.
Healthcare Insights
Data-driven articles for practices who want to see the numbers.
Medical Practice Profit Margins by Specialty
Compare specialty-level cost structures and owner-compensation treatment before adopting a margin reference.
Read more
5 Numbers Every Practice Owner Should Check Weekly
Collection rate, A/R aging, overhead ratio, no-show rate, revenue per provider.
Read more
Why Your Practice Needs a Fractional CFO
A practice-level review of margin definitions, overhead and cash timing before making a CFO decision.
Read more
Dental Practice Overhead: Where the Money Goes
Compare dental overhead categories and equipment-financing exposure. Test your own ratio against a clearly defined 55% planning input, not an asserted industry average.
Read more
Operating review
Healthcare decisions the numbers should explain
The margin, cash, and operating questions we check first when reviewing your numbers.
Does billed production explain the cash collected?
Charges, claim status, adjustments and receipts are separate populations.
Which service or payer category explains contribution?
A practice-wide total can conceal differences in staffing and realized receipts.
What does the aging balance still depend on?
An unresolved claim or adjustment needs different follow-up from ordinary late payment.
Simple pricing
Three tiers, one ladder.
$500+/mo
Bookkeeping
The clean data layer: monthly books, reconciliations, and organized financials AI can work with.
$1,500-$5,000/mo
Scale
The full AI operating layer: custom agents, weekly actions, and benchmarks to grow margin per hour.
Custom
Platform / Multi-Office
Multi-branch benchmarking and scorecards for PE-backed and multi-location groups.
Book a call
Book a free 15-min Healthcare audit.
We'll review your practice records and compare supported measures with relevant references or planning inputs. No commitment.
Or have us reach out instead.
Share your details and Level will follow up to arrange your practice financial review.
No commitment. Real numbers, not generic advice.