BDA E&M Data Platform

CLIENT

Search scales to hundreds of clients.

Setup

Clients

Each client has its own processing rules. Uploads are filtered automatically — no manual Excel work.

Client	Code scope	Rules	Last import	Committed lines	Actions
{{ cl.name }} {{ cl.unit }}	{{ cl.scope }}	{{ cl.rules }}	{{ cl.last }}

Work

Import & review

Upload a client export, let the client's rules process it, review what changed, then commit.

→

↑ Drop the client's charge export here .xlsx or .csv — columns are detected from the header row

What happens next

File is parsed and columns validated
{{ ruleCount }} saved rules for {{ activeName }} run automatically
You review exclusions and warnings
Confirm — the quarter is added to the client's trend

Rules are saved per client — edit them in the Rule Builder. No client file needs manual filtering again.

XLS

{{ pendingFile }} {{ activeName }} · {{ revIn }} rows parsed · quarter detected: {{ pendingQuarter }}

Rows in file{{ revIn }}

Kept

Excluded

Values transformed{{ revTr }}

Rule results

What each saved rule did to this file. Click a count to see the rows.

Rule	Action	Affected
{{ rl.name }}	{{ rl.action }}

Warnings

No warnings — all kept rows look consistent with this client's configuration.

Provider totals after processing

Name normalization has already been applied. Click a count for the rows.

Provider	Lines kept	Share
{{ pr.name }}		{{ pr.share }}

✓ Import committed for {{ activeName }} {{ doneFile }} — {{ doneKept }} rows committed, {{ doneExc }} excluded by rules. The client's results now reflect this data.

Configure

Rule builder

Rules run top to bottom on every upload for this client. Any column, any condition — filter or transform.

DRY RUN · {{ sampleFile }} {{ dryIn }} rows in → {{ dryTr }} transformed Updates live as you edit — validate before any real upload.

IF THEN

needs a value

Work

Import history

Every confirmed import, with what the rules did. Full audit trail.

Committed	Client	File	Rows in	Kept	Excluded	Transformed	By	Status
{{ hr.when }}	{{ hr.client }}	{{ hr.file }}	{{ hr.inN }}	{{ hr.kept }}	{{ hr.exc }}	{{ hr.tr }}	{{ hr.by }}	Committed

Client access · {{ resPeriod }}

Results preview

Built from confirmed imports. Click any number to see its source rows. Clients see this exact view, read-only, in the portal.

FILTER

Type-ahead search — works with 500+ providers.

{{ selCount }} lines match

{{ clientTitle }} ~ E&M Evaluation & Management Trend

100%75%50%25%0%

Group / Code	CMS benchmark	Volume	% of group	Distribution
{{ rr.code }}	{{ rr.bm }}		{{ rr.pct }}

{{ activeName }} CMS benchmark

Work · {{ resPeriod }}

Executive summary

KPI and ROI view for {{ activeName }}. Every figure is clickable to its source.

Top risk flags

Providers deviating most from benchmark. Configure thresholds in Risk Flags.

No providers exceed the configured risk thresholds.

Coding opportunity by group

Charges vs charges at benchmark distribution, latest quarter.

{{ dr2.group }} {{ dr2.actual }} → {{ dr2.atBm }} {{ dr2.gap }}

Analytics · {{ rollupPeriodLabel }}

Provider rollup

All providers side-by-side: weighted average vs benchmark per code group. Click a provider for their full trend.

Provider	Lines	{{ rh.label }}	Flags
{{ rw.prov }}		{{ gc.wavg }} {{ gc.delta }}	{{ rw.flagText }}

Weighted average = visit-level average of code intensity (1 = lowest code in group). Δ compares to the {{ benchLabel }}.

Analytics · {{ resPeriod }}

Payor mix

Volume, charges and intensity by financial class for {{ activeName }}.

Financial Class	Lines	Share	Charges	Avg $ / visit	Mix
{{ py.fin }}		{{ py.share }}	{{ py.charges }}	{{ py.avg }}

Analytics · {{ rollupPeriodLabel }}

Risk flags

Configurable upcoding / undercoding indicators vs the {{ benchLabel }}.

THRESHOLDS · {{ activeName }} Flag when weighted average deviates by ≥ points Minimum volume lines Saved per client · applies everywhere flags appear

Provider	Code group	Indicator	Weighted avg	Benchmark	Δ	Lines
{{ rk.prov }}	{{ rk.group }}	{{ rk.dir }}	{{ rk.wavg }}	{{ rk.bm }}	{{ rk.delta }}

No providers exceed the configured thresholds in the latest quarter.

Analytics · {{ resPeriod }}

ROI — coding to benchmark

What charges would look like if each group's code mix matched the {{ benchLabel }}. Positive gap = revenue opportunity; negative = potential compliance exposure.

{{ rc3.label }} {{ rc3.value }} {{ rc3.note }}

Code group · quarter	Lines	Actual charges	At benchmark mix	Gap
{{ ro.label }}		{{ ro.actual }}	{{ ro.atBm }}	{{ ro.gap }}

Setup

Benchmarks, groups & periods

Configure code groups, CMS benchmarks, fees and reporting periods for {{ activeName }}. Everything downstream updates instantly.

BENCHMARK SOURCE Annual refresh per SOW §3 — logged to the audit trail

Code Benchmark % Fee $

Reporting periods

Shared across all clients. The first period is the baseline; new imports land in the latest period.

Baseline

Setup

Users & access

BDA-managed accounts. Client users get read-only portal access to their assigned client only — server-side tenant isolation per SOW.

BDA staff

{{ su.initials }} {{ su.name }} {{ su.email }}

Client portal users (read-only)

User	Sees only	Status
{{ pu.email }}	{{ pu.client }}	{{ pu.status }}

Reference

System overview

How data flows through the platform, and what we store. The amber questions are what we need to confirm about your real workflow.

End-to-end workflow

{{ as.n }} {{ as.title }} {{ as.who }}

Confirm with you: {{ as.ask }}

Entity-relationship diagram

Everything the platform persists. Deliberately PHI-minimal: TRANSACTION_LINE stores only the 10 export columns — no patient identifiers. 1 — ∞ marks one-to-many.

{{ eb.name }} {{ eb.note }}

Setup

Audit log

HIPAA-oriented event trail: imports, rule and benchmark changes, access and portal activity. No PHI in log entries.

When	Actor	Category	Client	Event
{{ au.when }}	{{ au.by }}	{{ au.cat }}	{{ au.client }}	{{ au.detail }}