Data engineering for specialty practices
Olio builds reporting systems for specialty medical and dental practices. We connect approved sources, check totals and build dashboards for collections, capacity and referrals. We define each measure and document who checks differences and how to update the reports.
Watch The Missing LinkData Foundation Build
The proposed starter covers one organization and one reporting workspace. Discovery confirms the sources, measures and approval criteria.
We agree on the specific files or supported connections to include. A single system may provide more than one feed.
A remittance file and bank deposit report can confirm whether cash arrived before it was posted.
We document what each row represents, how records match and who owns each measure.
A payer cohort groups services by month and records each claim at the same age.
Each dashboard has one page and up to five agreed measures. Your team reviews the numbers against the source.
The executive view separates posted, banked-but-unposted and unresolved balances.
From a reporting gap to a clearer decision
A founder considers a second clinic while her finance lead investigates a $24,000 reporting gap. The film follows the records from payer to bank to books, then shows the work Olio delivers.
Discuss your reporting questionExplore the evidence · Fictional example
At day 90, the practice expected $200,000 from the payer and had posted $176,000. Inspect the three records for one $14,000 deposit to see how the team located it.
Open the executive dashboard →The payer’s payment advice lists a $14,000 payment for July claims. Staff use its reference number to find the bank deposit.
The bank statement shows a $14,000 deposit with reference 041. The money has arrived.
The practice’s books do not include this deposit at day 90. Entering it would raise the posted collection rate from 88% to 95%. The bank balance would stay the same.
One case, different decisions
Use banked cash, unresolved balances and the next review date to set a condition for the expansion vote.
The CFO separates cash in the bank from balances needing follow-up. Operations assigns each exception to a named owner.
A reviewer narrows requests to the specific service that needs clarification. The treating provider keeps the clinical decision.
Supervisors see which tasks belong to posting or payer follow-up. HR can compare queue volume with available coverage before proposing another hire.
How we work
We document what each measure means, check scheduled updates and agree who reviews problems when a source changes.
In paid discovery, inspect an approved sample, name the source owner, and agree on definitions and acceptance criteria.
Trace a representative export through loading, checks, and a dashboard. Expand after the client approves that path.
Reconcile totals, observe three scheduled refreshes, demonstrate recovery, and train the person who will own the reports.
Launch and beyond
We agree on source files and definitions, test the first feed, then add the remaining agreed feeds. We train your report owner and document who handles source changes.
We test scheduled updates, reconcile balances and train a named owner using a written runbook.
Choose a separate support scope for monitoring, exception reviews and changes to sources or measures.
Start with one report
Tell us which report needs attention, who uses it, and which decision it should support. Olio’s founder will review your inquiry and reply by email.
For example, your locations may count completed visits differently. We can discuss how to agree on one definition.
Download the preparation guide (PDF)