Tristar PT — Operations Dashboard

Company-Wide Summary

Front Desk

Clinic	Arrived	Cancellations	No-Shows	Arrival Rate	POS Collected	POS Count

Clinical Throughput

Clinic	Visits Arrived	Evaluations	Discharges	Notes-Signed Rate

Capacity

Clinic	Arrived Hours / Day	Show Rate

Case Flow

New Referrals vs. Discharges

New Referrals Discharges

Clinic	New Referrals	Discharges	Net Change

Documentation Backlog — Plans of Care

Clinic	Expired	Requires Attention	Expiring Soon

Filter

Provider	Evals	Frequency Mix	Avg Frequency

Marketer Date Range

Key Metrics

Pipeline by Stage

Top Referring Physicians

#	Physician	Referrals	Active Cases

Marketer Performance

Stops Summary

Marketer	Stops	Avg / Week	Last Stop	Territory

Referral Conversion Funnel

Deals by Clinic

Clinic	Total Deals	Active Treatment	Discharged

Marketing Spend by Marketer

Spend OverviewLog spend on Office Visit meetings in HubSpot

Marketer	Stops	Total Spend	Spend / Stop	Territory

How to log a Stop + Spend in HubSpot

Open the Company record for the practice you visited
Click "Meeting" in the action bar (Note | Email | Call | Task | Meeting | More)
Set Meeting Type to "Office Visit"
Fill in "Marketing Spend ($)" with amount spent
Attach your receipt with the paperclip icon
Click Save

Re-Engagement Status

Practices Needing Attention

Practice	Owner	Status	Days Silent

Worth Appealing — Denials by Recoverable Value

Work these top-down, not by claim count

Payer	Denied	At Risk	Avg / Claim	Below Appeal Cost	Worth Appealing

Open Rejections — Never Reached a Payer

Pre-adjudication failures Separate from denials — these were never adjudicated, so they will not appear in the Denials tab

Type	Reason	Rejections	Cases	Oldest DOS	Age

Unbilled Visits by Clinic

Clinic	Arrived	Unbilled	% Unbilled	Oldest Unbilled

Denials & Rejections by Payer

Payer	Claims	Denied	Rejected	Failed Edit	Denial Rate	Submitted	Paid

Why Revenue Is Being Reduced — Adjustment Reasons

Code	Group	Reason	Lines	Adjusted

Underpaid Settled Claims by Payer

Paid less than the contracted expected reimbursement Conservative signal from Prompt's own expected amount — validate in Prompt before appealing

Payer	Claims	Expected	Paid	Gap	Avg Gap

Arrived Visits With No Billable Charge

Care delivered and never billed Today excluded — same-day charges are often not yet entered

Clinic	Arrived	Unbilled	% Unbilled	Cases	Oldest Unbilled

Group by

Open Accounts Receivable

Group	Open	0-30	31-60	61-90	91-120	121-180	181-365	366+	Total AR	% >90

Payer Performance — Posted Revenue

Last 6 months Excludes UnitedHealthcare / UMR / Optum — Tristar is out-of-network

Payer	Postings	Insurance Posted	Check Total	Reconciliation Rate