> ## Documentation Index > Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt > Use this file to discover all available pages before exploring further. # Revenue Cycle Dashboard & Analytics — Integration > Version: 1.2.0 Last Updated: 2026-02-22 Status: ✅ Implemented Last Verified: 2026-02-22 Spec: PM-11 Revenue Cycle Dashboard & Analytics Constitution Reference:… **Version:** 1.2.0\ **Last Updated:** 2026-02-22\ **Status:** ✅ Implemented\ **Last Verified:** 2026-02-22 **Spec:** [PM-11 Revenue Cycle Dashboard & Analytics](../../../specs/pm/specs/PM-11-revenue-cycle-dashboard-analytics.md)\ **Constitution Reference:** Section 1.2 (Core Independence), Section 1.3 (Integration Patterns) *** ## Overview PM-11 owns the revenue cycle dashboard and analytics: KPI dashboard (days in A/R, clean claim rate, denial rate, collection rate, charge lag), A/R aging, denial analysis, payer mix, provider productivity, service line profitability, charge capture completeness, and report scheduling via PF-12 (Phase 2). *** ## Integration Points (from spec) | Dependency | Pattern | Purpose | Status | | ---------- | -------------------- | ------------------------------------------------------------------ | --------------------- | | **PM-07** | Data (same core) | Source data for RCM metrics (charges, encounters) | ✅ Available | | **PM-08** | Data (same core) | Claims data for clean claim rate, denial rate, claim lag | ✅ Available | | **PM-09** | Data (same core) | Payment posting for collection rate, payment lag | ✅ Available | | **PM-10** | Data (same core) | Authorization utilization and trends | ✅ Available | | **PF-12** | Platform Layer | Report generation engine; configurable scheduling and distribution | ⏳ Deferred to Phase 2 | | **FA-07** | Platform Layer / API | Financial reporting integration | 📋 Future | *** ## Data Source Tables | Table | Key Columns for PM-11 | Used By | | ------------------------- | -------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------- | | `pm_charges` | `service_date`, `charge_amount`, `status`, `encounter_id`, `created_at` | Days in A/R, Charge Lag, Collection Rate | | `pm_claims` | `status`, `total_charge`, `paid_amount`, `adjustment_amount`, `submitted_at`, `adjudicated_at`, `denial_codes` | Clean Claim Rate, Denial Rate, Net Collection Rate, Claim Lag | | `pm_claim_lines` | Per-line detail | Service Line Profitability | | `pm_payments` | `payment_date`, `total_amount`, `posted_amount`, `payer_id`, `patient_id` | Collection Rate, Payer Mix, Payment Lag | | `pm_payment_applications` | Claim-to-payment linkage | Payment Lag, Net Collection Rate | | `pm_encounters` | `encounter_date`, `status`, `charge_captured_at` | Charge Lag, Provider Productivity | | `pm_prior_authorizations` | `status`, `approved_units`, `used_units` | Authorization Utilization | | `pm_payers` | Payer details | Payer Mix | **Note:** `pm_adjustments` table does NOT exist. Adjustments are stored as `pm_claims.adjustment_amount` and as CARC group code entries in `pm_payment_applications`. *** ## Metric Type Values The following `metric_type` values are used in `pm_rcm_snapshots` and `pm_rcm_benchmarks`: | metric\_type | Description | Refresh Frequency | | ---------------------------- | ---------------------------------------- | ----------------- | | `days_in_ar` | Days in Accounts Receivable | Daily | | `clean_claim_rate` | Claims accepted on first submission % | Weekly | | `denial_rate` | Denied claims % | Weekly | | `collection_rate` | Collected / Allowed amount % | Monthly | | `net_collection_rate` | Payments / (Charges - CO adjustments) % | Monthly | | `first_pass_resolution_rate` | Claims paid without rework % | Weekly | | `charge_lag_days` | Avg days from service to charge entry | Weekly | | `claim_lag_days` | Avg days from charge to claim submission | Weekly | | `payment_lag_days` | Avg days from submission to payment | Weekly | | `payer_mix` | Revenue by payer category % | Monthly | *** ## Dimensions JSONB Shape ```jsonc theme={null} // Example dimensions for a snapshot record { "payer_id": "uuid-of-payer", // optional "service_line": "iop", // optional: iop, php, residential, outpatient "provider_id": "uuid-of-provider", // optional "site_id": "uuid-of-site" // optional } ``` Dimensions vary by metric\_type. Not all dimensions apply to all metrics. *** ## PF-12 Integration (Phase 2 — Deferred) **Status:** ⏳ Deferred — PF-12 tables exist (`pf_reports`, `pf_report_schedules`, `pf_report_runs`) but no API contract is defined for PM-11 to register reports with PF-12. **When implemented:** * PM-11 will register snapshot-based reports with PF-12 for scheduled generation and distribution * Document the exact API or data contract in this file and in [API\_CONTRACTS.md](./API_CONTRACTS.md) * US5 in the spec will be undeferred *** ## Event / API Contracts * **PM-07/08/09/10:** Dashboard and snapshots read from PM tables (`pm_charges`, `pm_claims`, `pm_payments`, authorization data); no new event contracts; data accessed via same core. * **PF-12:** Deferred to Phase 2. See section above. * **FA-07:** When integrated, document in [API\_CONTRACTS.md](./API_CONTRACTS.md) or [EVENT\_CONTRACTS.md](./EVENT_CONTRACTS.md). ### Events Consumed #### `pm_cost_estimate_generated` (from PM-48) * **Publisher:** PM-48 (Patient Cost Estimation & Financial Clearance) * **Event Name:** `pm_cost_estimate_generated` * **Version:** 1.0 * **Payload Schema:** ```typescript theme={null} { estimate_id: string; patient_id: string; organization_id: string; patient_estimated_responsibility: number; service_type: string; } ``` * **Subscription Rules:** Unconditional — all estimates feed into clearance metrics * **Delivery Semantics:** At-least-once; idempotent processing via `estimate_id` * **ACL/Topic:** `pm.cost_estimates` topic * **Purpose:** Feed clearance metrics into PM-11 dashboard (US-3: clearance completion rate, avg days to clearance, avg patient responsibility) * **Status:** 📝 Planned *** ## Integration Matrix | From | To | Pattern | Status | Doc | | ---------- | -------------------------- | ----------------------------- | ----------- | -------- | | PM (PM-11) | PM-07, PM-08, PM-09, PM-10 | Data (same core) | ✅ Available | This doc | | PM (PM-11) | PF-12 | Platform Layer (reports) | ⏳ Phase 2 | This doc | | PM (PM-11) | FA-07 | Platform Layer / API (future) | 📋 Future | TBD | *** ## References * [PM-11 Spec](../../../specs/pm/specs/PM-11-revenue-cycle-dashboard-analytics.md) * [CROSS\_CORE\_INTEGRATIONS](./CROSS_CORE_INTEGRATIONS.md)