Operational Analysis, Financial Analysis, and Reporting for Healthcare Companies

We help healthcare providers turn their Electronic Health Record (EHR) data into a strategic asset for improving clinical and operational decision-making.

Analysis and Report Development from EHR Data: We build custom reports tailored to answer your business' critical questions, including:

  • Which clinicians in your network are most productive?

  • Why are patient discharge rates drastically different across clinics?

  • Which patients or insurance companies have the highest rejection rates?

  • How have patients' PHQ-9 and GAD-7 scores changed throughout their treatment?

Predictive Analytics and Decision Support: We build predictive models to support clinical and operational decisions. For example, we have developed models that combine data points like drug screening results, treatment duration, and changes in assessment scores to estimate patient readiness for discharge. Results are displayed through executive dashboards that allow leadership to identify patients who might benefit from a discharge review, supporting—not replacing—clinical judgment.

Business Process Automation: We automate manual, time-consuming processes. For instance, we have designed automated incentive calculators that incorporate RVUs, encounter volume, payer mix, productivity thresholds, and organization-specific rules. These calculators integrate directly with monthly production data to automatically calculate payments and provide detailed breakdowns for transparency.

A person reviewing healthcare operational and financial reports on paper and a laptop, with a stethoscope on the desk, a cup of coffee, and a planner nearby.

The case studies below illustrates how Rooted Solutions partners with healthcare companies to optimize clinical operations and improve patient outcomes. While the scenarios presented here are fictional to protect client confidentiality, every service, workflow, and analytical approach described is based on work Rooted Solutions has successfully performed with past clients.

Case Studies: Building Data Systems for Healthcare Outcomes


Case Study #1: Tracking Patient Progress Throughout Behavioral Health Treatment

Riverbend Behavioral Health is a regional outpatient behavioral healthcare provider with twelve clinics across the Southeast. Clinical leadership wants to better understand whether patients are improving throughout treatment, but existing reporting only provides snapshots of individual visits rather than longitudinal outcomes.

Leadership wants to answer several important questions:

  • Are patients improving during treatment?

  • How long does improvement typically take?

  • Do outcomes differ across clinicians or clinics?

  • Can these insights support accreditation and quality improvement initiatives?

Our Engagement


Case Study #2: Developing a Provider Incentive Calculator

A growing behavioral healthcare organization wanted to implement a provider incentive program that rewarded productivity while maintaining transparency and consistency across dozens of clinicians.

Existing incentive calculations required hours of manual spreadsheet work each month and often resulted in inconsistent calculations that were difficult for providers to verify.

Our Engagement

Case Study #3: Predicting Patient Readiness for Discharge

A behavioral healthcare organization wanted to better understand which patients were ready for discharge so clinicians could focus their time on individuals who required continued treatment.

Discharge decisions relied heavily on clinician judgment despite having years of clinical assessment and treatment history stored within the organization’s electronic medical record system.

Our Engagement