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This cookbook is for healthcare operations teams managing scheduling, encounters, billing, and provider capacity. The examples use CareBridge Clinics, a fictional multi-site outpatient network.

Who this is for

Company typeOutpatient clinics, provider networks, health systems
ConnectorPostgreSQL
TeamsClinic ops, revenue cycle, medical leadership

Get started

1

Add PostgreSQL

Connect your scheduling, EHR, or revenue warehouse. See Add connectors.
2

Index and mark key tables

Flag appointments, admissions, claims, and providers.
3

Ask your first question

Try: What is no-show rate by site for the last 90 days?
4

Build the dashboards below

Share operational and revenue-cycle views with site leaders.

See it in Vizkraft

Your data

TableWhat it holds
patientsDemographics, insurance type, region
providersSpecialty, site, FTE
appointmentsScheduled visits, status, wait time
admissionsEncounters — department, admit and discharge
claimsClaim amount, status, submission and payment dates
billing_codesProcedure and diagnosis reference

Tables to mark during indexing

  • Appointments — volume, no-shows, wait times
  • Admissions — encounter volume and capacity
  • Claims — revenue cycle and A/R
  • Providers — utilization and scheduling load

Dashboards to build

Patient volume and capacity

Answers: How busy are our sites and where are no-shows highest? Include appointment and admission KPIs, no-show rate, daily volume trend, and volume by site.

Claims and revenue cycle

Answers: How efficiently are we collecting revenue? Include days in A/R and denial rate KPIs; claims by status; and an aging claims table.

Provider utilization

Answers: Are clinicians scheduled efficiently? Include utilization and FTE KPIs; utilization by specialty; and provider schedule load table.

Wait times and SLA

Answers: Are patients waiting too long? Include average and p95 wait KPIs; wait trend over time; and wait by department.

Questions to ask by role

RoleQuestions to try
Clinic ops managerWhat is no-show rate by site and specialty?
RCM analystWhat are days in A/R and denial rate by insurance type?
Medical directorWhat is provider utilization by specialty and site?

Example conversations

No-show rate

Ask: What is no-show rate by site for the last 90 days? Use the result to compare sites fairly — pair rate with appointment volume.

Metrics worth defining

Add to Connector memory as needed:
  • No-show rate — no-show appointments ÷ scheduled appointments
  • Days in A/R — average days from claim submission to payment
  • Utilization — booked clinical time ÷ available capacity
  • Denial rate — denied claim amount ÷ submitted amount