Gallery

Dashboard demonstrations built from synthetic data.

Every visual on this page is an original Soza-branded mockup using synthetic or anonymized figures. No client screenshots or identifiable information are published.

Demonstration data only—no real client or patient information. Screenshots are published only when they use synthetic data, anonymized demonstration figures, original Soza mockups, or material for which publication permission is confirmed.

Authorization Compliance and Forecasting

Met / On Pace

78%

Behind

Critical

Met54%
On Pace24%
Behind14%
Critical8%

Demonstration data only—no real client or patient information.

Authorization Compliance and Forecasting

Which active authorizations are compliant, on pace, behind, critical, or unable to meet requirements with the remaining authorized units?

Intended decision-maker

Clinical operations executives, authorization managers, regional directors

Example KPIs

Active and scorable authorization groups
Met or On Pace percentage
Critical authorizations
Behind authorizations
Insufficient units or amendment-needed conditions
Transition cohorts

Filters

Region
Clinic
Payer
Authorization manager
Date
Status

Source-data requirements

Authorization header and line detail with effective dates and authorized units
Service-code level completed or billable activity
Future scheduled appointments
Client-to-clinic-to-region hierarchy
Payer and authorization-manager attributes

Decisions supported

Which authorizations need an amendment request now
Where to add sessions before an authorization period closes
Which authorization managers are carrying the highest at-risk volume
Which regions need a scheduling intervention this week

Available as live or static reporting.

97153 Utilization and Attendance

Utilization

71%

Clinic cancels

6.4%

Client cancels

11.2%

Attended71%
Client cancel11%
Clinic cancel6%
Unscheduled12%

Demonstration data only—no real client or patient information.

97153 Utilization and Attendance

How effectively is authorized direct-treatment capacity becoming attended service?

Intended decision-maker

COOs, regional and clinic directors, scheduling leaders

Example KPIs

Authorized 97153 hours
Provided or attended hours
Utilization percentage
Authorized-versus-attended trend
Clinic-cancelled hours
Client-cancelled hours

Filters

Region
Clinic
Payer
Date range
Cancellation reason
Learner cohort

Source-data requirements

Appointment records with status and cancellation reason
Authorized 97153 units by client and period
Completed or attended service records
Clinic and region hierarchy

Decisions supported

Which clinics are losing the most deliverable hours to cancellations
Whether utilization gaps are a scheduling problem or an authorization problem
Where cancellation responsibility patterns warrant an operational conversation
Which weeks are trending away from the utilization target

Available as live or static reporting.

97155 Supervision and Capacity Planning

Required 97155

1,140 h

Coverage

83%

Uncovered need

194 h

Covered83%
Planning est.9%
Uncovered8%
Protected min.22%

Demonstration data only—no real client or patient information.

97155 Supervision and Capacity Planning

How much qualified-clinician capacity is required, where are the gaps, and which hours may be available for further operational review?

Intended decision-maker

Clinical operations executives, regional directors, capacity planners

Example KPIs

Current 97153 hours
Current 97155 hours
Projected 97153 hours
Projected 97155 hours
Current and projected protocol-modification or supervision ratios
Required 97155 hours

Filters

Provider
Client
Clinic
Region
Date range

Source-data requirements

97153 and 97155 service activity by provider and client
Authorized units with period start and end dates
Provider assignment and clinic mapping
Future scheduled appointments for projection

Decisions supported

Where supervision coverage is short for the coming month
Which clinics may have capacity worth reviewing as donors
Which scheduling priorities to act on first
How projected volume changes the required supervision hours

Available as live or static reporting.

Clinical Goals Monitoring

Active targets

3,410

Needs review

268

On track

76%

On Track76%
Slow Progress11%
No Progress7%
Regressing3%
No Recent Data3%

Demonstration data only—no real client or patient information.

Clinical Goals Monitoring

Which active treatment targets require clinical review based on recent data and trend behavior?

Intended decision-maker

Clinical directors, program supervisors, quality leaders

Example KPIs

Regression phase changes
Recent slope
Recent learning opportunities
Treatment days
Recent average performance
Days since last data

Filters

Client
Clinic
Program
Clinician
Status
Date range

Source-data requirements

Target-level data collection with dates
Phase-change records
Program and target metadata
Clinician and clinic assignment

Decisions supported

Which targets to review in this week's clinical meeting
Where data collection has lapsed
Which programs show sustained lack of progress
Which clinicians may need additional support

Available as live or static reporting.

Executive and Revenue Cycle Performance

Clean-claim rate

94%

Denial rate

5.8%

Unbilled services

612

0–30 days58%
31–60 days22%
61–90 days12%
90+ days8%

Demonstration data only—no real client or patient information.

Executive and Revenue Cycle Performance

Where are revenue, billing, collections, utilization, and operational performance requiring executive attention?

Intended decision-maker

Owners, CEOs, COOs, CFOs, controllers, revenue-cycle leaders

Example KPIs

Active clients
Authorized, scheduled, rendered, documented, billed, and paid services
Completed but unbilled services
Charges submitted
Expected allowed amounts, when available
Payments received

Filters

Region
Clinic
Payer
Service code
Date range
Exception type

Source-data requirements

Claim, charge, and payment detail
Denial and adjustment reasons
Service-level rendered and documented activity
Payer and fee-schedule reference data where available

Decisions supported

Which completed services are not yet reaching billing
Which payers and reasons are driving denials
Where receivables are aging beyond expectation
Which clinics need an operational or financial review

Available as live or static reporting. Exact measures depend on source-data availability.

Sample executive report

A downloadable sanitized executive report will be published here once an approved PDF is available.

Never published

Client or organization logos
Patient or learner names
Client IDs
Provider or employee names
Actual clinic operating figures
Identifiable authorization data
Screenshots from a private Power BI workspace
Unapproved customer results

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