Independent ABA business intelligence
Soza Consulting transforms CentralReach and warehouse data into decision-ready Power BI reporting for authorization utilization, revenue cycle, supervision, capacity, clinical operations, and executive performance.
Power BI • CentralReach Data Warehouse • SQL & Cloud Warehouses • Live & Static Reporting
Met / On Pace
78%
Behind
42
Critical
17
The reporting gap
Most ABA organizations are not short of data. They are short of a reporting layer that says what requires action this week.
Authorized hours are expiring before they are delivered.
Completed services are not reaching billing quickly.
Supervision risk is identified too late.
Cancellations and schedule gaps are reducing service delivery.
Leadership spends too much time reconciling spreadsheets.
Different departments report different versions of the same KPI.
Existing reports show what happened but not what requires action.
Authorization to payment
Authorized, scheduled, rendered, documented, billed and paid are five different states of the same service. Reporting that keeps them distinct shows exactly where attention is needed.
Every drop between stages can represent an operational problem, a documentation delay, unused capacity, or missed revenue opportunity.
Dashboard suite
Each dashboard answers a specific executive question, uses mutually exclusive status logic, and ends in a worklist rather than a chart.
Dashboard 1
Which active authorizations are compliant, on pace, behind, critical, or unable to meet requirements with the remaining authorized units?
Dashboard 2
How effectively is authorized direct-treatment capacity becoming attended service?
Dashboard 3
How much qualified-clinician capacity is required, where are the gaps, and which hours may be available for further operational review?
Dashboard 4
Which active treatment targets require clinical review based on recent data and trend behavior?
Dashboard 5
Where are revenue, billing, collections, utilization, and operational performance requiring executive attention?
Business questions, KPIs, filters, source requirements, and delivery options for every dashboard.
Explore the Dashboard SuiteWhy Soza
The difference is in the definitions: how a status is assigned, what counts as delivered, and whether a number leads to an action.
Data integration
Soza Consulting adds a reporting layer on approved data. It does not replace your practice-management system.
Pricing
Fixed-fee packages assume one primary source, accessible data, and agreed scope. Everything else is scoped separately.
$950
The starting point for most engagements, and the one product you can purchase directly online.
Starting at $3,500
A standardized static report package for smaller organizations or a first reporting footprint.
Starting at $8,500
The full Soza ABA reporting model connected to your existing warehouse, delivered as a live Power BI suite.
Starting at $2,500
A single dashboard area from the Soza suite, scoped to your approved source data.
How it works
Source systems, available tables, quality, licensing, and connectivity.
Define each metric, reconcile totals, and document assumptions.
Map approved data into the reusable ABA reporting model.
Validate with business owners, publish, and train users.
Soza Consulting prefers read-only access, minimum-necessary data, and deployment within the client's approved Microsoft environment whenever practical.
Website, CRM, payment, and marketing forms are not intended for patient or client data.
Turn ABA data into decisions that protect revenue, improve utilization, and surface operational and compliance risk.