Dashboard solutions

Five dashboard areas built around ABA decisions.

Each area answers one executive question, applies client-approved and mutually exclusive rules, and ends in a prioritized worklist.

Dashboard 1

Authorization Compliance and Forecasting

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

An existing Soza reporting capability based on demonstrated 97156 reporting patterns. Every active, scorable authorization group is classified once, ranked by urgency, and delivered as a worklist rather than a static report.

MetOn PaceGrace or Early PeriodBehindCriticalInsufficient UnitsTransition Cohort

Discuss Authorization Reporting

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

Full detail page

Dashboard 2

97153 Utilization and Attendance

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

This dashboard separates authorization availability from actual service delivery, then shows where cancellations and schedule problems are reducing utilization.

Explore Utilization Reporting

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

Full detail page

Dashboard 3

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?

A planning surface for supervision capacity: current and projected volume, required 97155 hours under client-approved rules, and where coverage may be short.

Discuss Supervision and Capacity Reporting

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

Full detail page

Dashboard 4

Clinical Goals Monitoring

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

A configurable, mutually exclusive status framework that surfaces the treatment targets most likely to need a clinician's attention this week.

RegressingNo Recent DataNo ProgressSlow ProgressOn Track

Discuss Clinical Goals Reporting

Intended decision-maker

Clinical directors, program supervisors, quality leaders

Example KPIs

Regression phase changes
Recent slope
Recent learning opportunities
Treatment days
Recent average performance

Full detail page

Dashboard 5

Executive and Revenue Cycle Performance

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

Part of the productized dashboard suite. Exact measures depend on source-data availability and are confirmed during the readiness assessment.

Discuss Executive and Revenue Reporting

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

Full detail page

Demonstration data only—no real client or patient information. Dashboards support monitoring and decision support and do not independently prove billing, regulatory, clinical, or payer compliance.

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Find the reporting gaps hiding in your ABA data.

Turn ABA data into decisions that protect revenue, improve utilization, and surface operational and compliance risk.

Book a Reporting Gap Review Purchase a Data Readiness Assessment