{"title":"Bundles and Executive Suites","description":"\u003cp\u003eCompare executive Excel systems for revenue cycle operations, property capital review and multi-account investment allocation. Each suite has its own workbook, included files, setup guidance and license; check the product page and actual preview for exact contents before purchase.\u003c\/p\u003e\u003cp\u003eThese are digital decision aids for internal use. They do not guarantee revenue, returns or business outcomes.\u003c\/p\u003e","products":[{"product_id":"medical-billing-rcm-executive-revenue-suite","title":"Medical Billing RCM Executive Revenue Suite | Excel Operating System","description":"\u003ch2\u003eConnect payer recovery, RCM KPIs and billing-company economics\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eFor medical billing owners and RCM leaders:\u003c\/strong\u003e the Executive Revenue Suite combines three management layers in one coordinated Excel download: Payer Recovery Workbench, RCM Command Center PRO and Medical Billing Company OS PRO.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eInspect before buying:\u003c\/strong\u003e play the dashboard demonstration in the gallery; it uses fictional data.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncluded:\u003c\/strong\u003e six Excel workbooks in total: RCM Command Center PRO (DEMO and BLANK), Medical Billing Company OS PRO (DEMO and BLANK), Payer Recovery Workbench and Executive Suite Navigator; plus setup and methodology guidance and operational scripts.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCompatibility:\u003c\/strong\u003e Excel 365 or Excel 2021+ recommended; Google Sheets is not validated for full functionality.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDelivery:\u003c\/strong\u003e instant digital download. Choose Standard Organization or Consultant Deployment based on the included license terms; neither grants resale rights.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003csection data-mfhq-self-service-license-choice=\"20261031\"\u003e\u003ch3\u003eChoose your license and purchase directly\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003ca href=\"\/products\/medical-billing-rcm-executive-revenue-suite?variant=52371622428960\"\u003e\u003cstrong\u003eStandard Organization — $129\u003c\/strong\u003e\u003c\/a\u003e: internal use by one purchasing organization.\u003c\/li\u003e\n\u003cli\u003e\n\u003ca href=\"\/products\/medical-billing-rcm-executive-revenue-suite?variant=52371622461728\"\u003e\u003cstrong\u003eConsultant Deployment — $229\u003c\/strong\u003e\u003c\/a\u003e: purchaser internal use plus configured working copies for up to five active client organizations directly served by the purchasing consultant or firm.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChoose one license option for this suite, not both. Review the selected option and price above before adding it to your cart. Neither option grants resale rights. The complete license scope and restrictions are summarized below and supplied with your download.\u003c\/p\u003e\u003c\/section\u003e\n\u003csection data-mfhq-free-resource=\"20261031\"\u003e\u003ch3\u003eExplore a smaller workflow first\u003c\/h3\u003e\n\u003cp\u003eNot sure which management layer you need? Browse the \u003ca href=\"\/pages\/free-business-rcm-tools\"\u003efree RCM and business tools\u003c\/a\u003e, then compare the included systems below. The free resources are separate from this suite. Choose the suite only when its recovery, KPI and billing-company management layers match your needs.\u003c\/p\u003e\u003c\/section\u003e\n\u003csection data-mfhq-demo=\"catalog-quality-v2\"\u003e\u003ch3\u003eWatch the 20-second product preview\u003c\/h3\u003e\n\u003cp\u003eConnect recovery, performance and economics. This captioned overview combines product previews with a practical setup workflow. Examples are illustrative; this is not a live system connection.\u003c\/p\u003e\n\u003cvideo controls playsinline preload=\"none\" width=\"1080\" height=\"1080\" poster=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/preview_images\/1d94615c023d49f993ecdbc0a16cdb8a.thumbnail.0000000000.jpg?v=1790795252\" aria-label=\"Executive Revenue Suite product workflow preview\" style=\"display:block;width:100%;max-width:560px;height:auto;aspect-ratio:1\/1;object-fit:contain;border-radius:12px\"\u003e\u003csource src=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/1d94615c023d49f993ecdbc0a16cdb8a\/1d94615c023d49f993ecdbc0a16cdb8a.HD-1080p-2.5Mbps-96045366.mp4\" type=\"video\/mp4\"\u003eYour browser does not support this video. Review the workflow below and the product gallery.\u003c\/source\u003e\u003c\/video\u003e\u003cp data-mfhq-youtube-walkthrough=\"oct2026\"\u003e\u003ca href=\"https:\/\/www.youtube.com\/watch?v=Tvr6pavgtag\" target=\"_blank\" rel=\"noopener\"\u003eWatch the one-minute walkthrough: Compare the recovery, KPI and billing-economics layers\u003c\/a\u003e. Captioned visual guide with fictional examples; no audio.\u003c\/p\u003e\n\u003ch4\u003eStart with this workflow\u003c\/h4\u003e\n\u003col\u003e\n\u003cli\u003eValidate payer-payment variance.\u003c\/li\u003e\n\u003cli\u003eReview organization-level RCM performance.\u003c\/li\u003e\n\u003cli\u003eInspect billing-company contribution.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eScope to check:\u003c\/strong\u003e QA and the five workflow queues are separate products.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAfter purchase:\u003c\/strong\u003e Open the supplied instructions first and save a working copy of the files. For file or download help, \u003ca href=\"\/pages\/contact\"\u003econtact MetricForgeHQ\u003c\/a\u003e with your order number and product name. Please omit confidential information.\u003c\/p\u003e\u003c\/section\u003e\u003csection data-mfhq-fullsize-proof=\"v1\"\u003e\u003ch3\u003eInspect the suite navigator\u003c\/h3\u003e\n\u003cp\u003eThese actual Suite Navigator excerpts use fictional setup dates and sample goals. They show the planning workflow included in the suite.\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/metricforgehq-suite_05_actual_navigator.png?v=1790787732\" target=\"_blank\" rel=\"noopener\"\u003eOpen the full-size deployment roadmap\u003c\/a\u003e\u003c\/li\u003e\n\u003cli\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/metricforgehq-suite_06_actual_navigator.png?v=1790787743\" target=\"_blank\" rel=\"noopener\"\u003eOpen the full-size meeting cadence and action agenda\u003c\/a\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/section\u003e\n\n\u003ch3\u003eChoose the scope your team needs\u003c\/h3\u003e\n\u003ctable\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth scope=\"col\"\u003eYour review needs\u003c\/th\u003e\n\u003cth scope=\"col\"\u003eChoose\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eFocused payer-payment variance and recovery follow-up\u003c\/td\u003e\n\u003ctd\u003e\n\u003ca href=\"\/products\/medical-billing-underpayment-tracker-excel-payer-recovery-audit-workbook\"\u003ePayer Recovery Workbench\u003c\/a\u003e — $19.99\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eOrganization-level RCM KPIs, A\/R and management actions\u003c\/td\u003e\n\u003ctd\u003e\n\u003ca href=\"\/products\/rcm-command-center-pro-excel-dashboard\"\u003eRCM Command Center PRO\u003c\/a\u003e — $89.99\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePayer recovery, RCM performance and billing-company economics together\u003c\/td\u003e\n\u003ctd\u003eThis Executive Revenue Suite — $129 for one organization, or $229 for Consultant Deployment to up to five active client organizations under the included license\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003eThe suite includes the Payer Recovery Workbench and RCM Command Center PRO. Choose the complete suite when you need all three management layers; avoid buying the included systems separately. The five workflow-specific queues are sold separately.\u003c\/p\u003e\n\n\u003ch3\u003eThe three operating layers\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003ePayer Recovery Workbench\u003c\/strong\u003e — validate suspected underpayments, organize evidence and recovery ownership, and reconcile recovery activity.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRCM Command Center PRO\u003c\/strong\u003e — organization-level KPI, A\/R, payer, denial, cash, target and management-action visibility.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMedical Billing Company OS PRO\u003c\/strong\u003e — client economics, fee models, staffing capacity, service performance, revenue, direct cost and contribution management.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eComplete package\u003c\/h3\u003e\n\u003cp\u003eSix Excel workbooks including DEMO and clean operational versions, Executive Suite Navigator, implementation and methodology guides, payer-recovery guidance and outreach scripts, client operating tools, quick-start materials and the selected license.\u003c\/p\u003e\n\u003ch3\u003eChoose this suite when\u003c\/h3\u003e\n\u003cp\u003eYou want an \u003cstrong\u003eexecutive management layer\u003c\/strong\u003e spanning payer recovery, organization-wide RCM performance and billing-company profitability.\u003c\/p\u003e\n\u003ch3\u003eNeed workflow-specific operational queues instead?\u003c\/h3\u003e\n\u003cp\u003eThe separate \u003ca href=\"\/collections\/rcm-command-center-pro-systems\"\u003e\u003cstrong\u003eRCM Command Center PRO Systems\u003c\/strong\u003e\u003c\/a\u003e collection contains five focused products for Eligibility \u0026amp; COB, Authorization \u0026amp; Utilization, Claims \u0026amp; Billing Edits, Revenue Integrity \u0026amp; Charge Capture, and Cash Posting \u0026amp; Reconciliation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eThose five workflow-specific products are sold separately and are not included in this Executive Revenue Suite.\u003c\/strong\u003e This distinction prevents duplicate purchasing and helps you choose the correct operating level.\u003c\/p\u003e\n\u003ch3\u003eLicense options\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eStandard Organization — $129:\u003c\/strong\u003e internal use by one purchasing organization. \u003cstrong\u003eConsultant Deployment — $229:\u003c\/strong\u003e internal use by the purchaser and deployment of configured working copies for up to five active client organizations directly served by the purchasing consultant or firm. Client-facing output pages may carry your branding. Blank templates, formulas, guides and source files may not be resold or publicly distributed. Deployment beyond five active client organizations requires an expanded written license. See the included license for the complete terms.\u003c\/p\u003e\n\u003ch3\u003eCompatibility and delivery\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 365 or Excel 2021 and later is recommended. Instant digital download; no physical item ships.\u003c\/p\u003e\n\u003ch3\u003ePrivacy and professional-use boundary\u003c\/h3\u003e\n\u003cp\u003eUse aggregate or properly de-identified operational data only. Do not enter or send PHI. Targets are editable organization goals, not universal benchmarks. Validate definitions, payer\/contract requirements and operational decisions for your organization. This is an operational management resource and does not guarantee financial, recovery or performance results.\u003c\/p\u003e\n\u003ch3\u003eBefore you buy\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eIs this connected to my EMR or billing software?\u003c\/strong\u003e These are downloadable Excel management workbooks. The package does not include an EMR integration, clearinghouse connection or automated claim submission.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eHow should I start?\u003c\/strong\u003e Keep untouched backups, read the suite implementation guide, explore the fictional demonstrations, then choose the relevant clean workbook. Validate your definitions and editable targets before entering aggregate operational data.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat does “six Excel workbooks” include?\u003c\/strong\u003e Two RCM Command Center workbooks (DEMO and BLANK), two Medical Billing Company OS workbooks (DEMO and BLANK), one Payer Recovery Workbench and one Executive Suite Navigator. The guides and scripts support setup and review.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eCan I resell the templates?\u003c\/strong\u003e No. Consultant Deployment provides the client-use scope described above; it does not provide resale rights.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhere can I ask a product question?\u003c\/strong\u003e \u003ca href=\"\/pages\/contact\"\u003eContact MetricForgeHQ\u003c\/a\u003e with the product name and your question. For delivery assistance, include your order number. Do not send patient information.\u003c\/p\u003e\n\u003csection data-mfhq-vendor-cross-sell=\"v1\"\u003e\u003ch3\u003eManaging outsourced AR teams?\u003c\/h3\u003e\n\u003cp\u003eFor vendor-level accountability, \u003ca href=\"\/products\/offshore-rcm-vendor-accountability-pro\"\u003e\u003cstrong\u003eOffshore RCM Vendor Accountability PRO\u003c\/strong\u003e\u003c\/a\u003e combines an Excel dashboard, 12 original SOPs, quality evidence, billed-versus-contracted staffing checks and corrective-action ownership. Review the fictional demonstration before choosing it.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eSeparate $129 purchase:\u003c\/strong\u003e this vendor toolkit is not included in the product above. It complements organization-level performance reporting and KPI investigation; it does not connect to your EMR or automatically approve invoices.\u003c\/p\u003e\n\u003cp\u003e\u003ca href=\"\/products\/offshore-rcm-vendor-accountability-pro#vendor-demo\"\u003eWatch the vendor review demo\u003c\/a\u003e\u003c\/p\u003e\u003c\/section\u003e\u003csection data-mfhq-organization-buying-guide=\"v1\"\u003e\u003ch3\u003eBuying for an organization or consultant deployment?\u003c\/h3\u003e\n\u003cp\u003eCompare the standard organization and bounded consultant choices on this page, then review the \u003ca href=\"\/pages\/organization-team-buying-guide\"\u003e\u003cstrong\u003eOrganization \u0026amp; Team Buying Guide\u003c\/strong\u003e\u003c\/a\u003e. The guide explains purchasing-organization boundaries, procurement questions and when to contact MetricForgeHQ before purchase. Neither option grants resale rights.\u003c\/p\u003e\u003c\/section\u003e\u003csection data-mfhq-academy-addon=\"v1\"\u003e\u003ch3\u003eOptional learning companion — $29\u003c\/h3\u003e\n\u003cp\u003eFor one beginner or early-career biller, the \u003ca href=\"\/products\/medical-billing-workflow-training-workbook-30-practice-cases-answer-keys\"\u003eMedical Billing Workflow Training Workbook\u003c\/a\u003e offers eight written lessons, 30 fictional practice cases and answer keys. It is a separate, optional purchase and is not included in this Executive Revenue Suite.\u003c\/p\u003e\n\u003cp\u003eThe Academy covers one named learner only. The Suite's organization or consultant deployment rights do not expand the Academy license. No live class, certification or automatic grading is included.\u003c\/p\u003e\u003c\/section\u003e","brand":"MetricForgeHQ","offers":[{"title":"Standard Organization","offer_id":52371622428960,"sku":"MFHQ-RCM-SUITE-STD","price":129.0,"currency_code":"USD","in_stock":true},{"title":"Consultant Deployment","offer_id":52371622461728,"sku":"MFHQ-RCM-SUITE-CONS","price":229.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/metricforgehq-rcm-executive-revenue-suite.png?v=1789654861"},{"product_id":"real-estate-capital-decision-suite-equity-reserves-2026","title":"Real Estate Capital Decision Suite | Property Equity, Reserve \u0026 Debt Coverage Excel","description":"\u003ch2\u003eDecide where property capital goes next\u003c\/h2\u003e\n\u003cp\u003eAn attractive purchase return does not show which owned asset needs cash now. This manual Excel suite puts equity, operating income, annual cash after debt and reserves, and a simple coverage screen into one recurring review for up to 20 properties.\u003c\/p\u003e\u003csection data-mfhq-readable-preview=\"20261031\" style=\"margin:20px 0;padding:16px;border:1px solid #cbd5e1;border-top:3px solid #10b981;border-radius:12px;background:#f8fafc;color:#0f172a;\"\u003e\u003ch3 style=\"margin:0 0 8px;\"\u003eInspect the actual Excel workbook\u003c\/h3\u003e\n\u003cp\u003eFictional example from the workbook. Scroll sideways to read the figures, or \u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Real_Estate_Capital_Decision_Suite_Executive_View.png?v=1790541979\" target=\"_blank\" rel=\"noopener\"\u003eopen the full-size preview\u003c\/a\u003e.\u003c\/p\u003e\n\u003cdiv role=\"region\" aria-label=\"Scrollable actual workbook preview\" tabindex=\"0\" style=\"width:100%;max-width:100%;overflow-x:auto;border:1px solid #cbd5e1;background:#fff;\"\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Real_Estate_Capital_Decision_Suite_Executive_View.png?v=1790541979\" alt=\"Actual Excel workbook screenshot of Real Estate Capital Decision Suite executive view with fictional property equity, cash after reserve and operating income figures.\" loading=\"lazy\" width=\"949\" height=\"424\" style=\"display:block;width:949px;min-width:949px;max-width:none;height:auto;\"\u003e\u003c\/div\u003e\n\u003cp style=\"font-size:14px;margin-bottom:0;\"\u003eCover artwork is illustrative. This screenshot shows the actual workbook layout.\u003c\/p\u003e\u003c\/section\u003e\n\u003csection data-mfhq-demo=\"catalog-quality-v2\"\u003e\n\u003ch3\u003eWatch the 20-second product preview\u003c\/h3\u003e\n\u003cp\u003eWhich owned asset needs capital next? This captioned overview combines product previews with a practical setup workflow. Examples are illustrative; this is not a live system connection.\u003c\/p\u003e\n\u003cvideo controls=\"controls\" playsinline=\"\" preload=\"none\" width=\"1080\" height=\"1080\" poster=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/preview_images\/5bc10af13f6c44b280bed09cc1f005f1.thumbnail.0000000000.jpg?v=1790795253\" style=\"display: block; width: 100%; max-width: 560px; height: auto; aspect-ratio: 1\/1; object-fit: contain; border-radius: 12px;\"\u003e\u003csource src=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/5bc10af13f6c44b280bed09cc1f005f1\/5bc10af13f6c44b280bed09cc1f005f1.HD-1080p-2.5Mbps-96045407.mp4\" type=\"video\/mp4\"\u003eYour browser does not support this video. Review the workflow below and the product gallery.\u003c\/source\u003e\u003c\/video\u003e\n\u003ch4\u003eStart with this workflow\u003c\/h4\u003e\n\u003col\u003e\n\u003cli\u003eEnter property value, debt and assumptions.\u003c\/li\u003e\n\u003cli\u003eCompare cash after debt and reserves.\u003c\/li\u003e\n\u003cli\u003eValidate sources before the capital review.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eScope to check:\u003c\/strong\u003e Manual annual review; no live values or lending decision.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAfter purchase:\u003c\/strong\u003e Open the supplied instructions first and save a working copy of the files. For file or download help, \u003ca href=\"\/pages\/contact\"\u003econtact MetricForgeHQ\u003c\/a\u003e with your order number and product name. Please omit confidential information.\u003c\/p\u003e\n\u003c\/section\u003e\n\u003ch3\u003eWhat you can review\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eEnter current value and debt to see calculated equity by property.\u003c\/li\u003e\n\u003cli\u003eMake scheduled rent, vacancy, operating costs, annual debt service, and capital reserve assumptions explicit.\u003c\/li\u003e\n\u003cli\u003eCompare calculated operating income and cash after debt and reserve across assets on a common annual basis.\u003c\/li\u003e\n\u003cli\u003eFlag a property for a source-data or financing review before committing more capital.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eInside the digital package\u003c\/h3\u003e\n\u003cp\u003eOne editable XLSX workbook with Executive View, Property Review, Read Me, and Data Checks, plus a short quick-start file. The example entries are fictional and can be replaced with your own properly sourced figures. Excel desktop is recommended.\u003c\/p\u003e\n\u003ch3\u003eUse it in a capital meeting\u003c\/h3\u003e\n\u003cp\u003eReconcile rent and expenses to statements, confirm loan terms and reserve assumptions, refresh values and dates, then discuss the asset with the largest upcoming cash commitment. The sheet supports an accountable discussion; it does not underwrite a loan, connect to live property data, calculate tax liability, or guarantee an investment result.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eStart with one property.\u003c\/strong\u003e Enter a dated snapshot, review the flagged assumptions, and bring the next capital decision onto a common set of numbers.\u003c\/p\u003e\n\u003ch3\u003eLicense, delivery and support\u003c\/h3\u003e\n\u003cp\u003eOne purchasing organization may use and adapt the workbook internally. Do not resell, redistribute, or deploy it to multiple clients without a separate license. This is a digital download after successful payment; no physical item ships. For a file or access problem, use \u003ca href=\"\/pages\/contact\"\u003eMetricForgeHQ Contact\u003c\/a\u003e with your order number and product name. Do not send confidential information.\u003c\/p\u003e","brand":"MetricForgeHQ","offers":[{"title":"Default Title","offer_id":67585396506912,"sku":"MFHQ-RE-CAPITAL-SUITE-001","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Real_Estate_Listing_Hero_2000_v2.png?v=1790534828"},{"product_id":"investment-allocation-governance-suite-holdings-2026","title":"Investment Allocation Governance Suite | Multi-Account Holdings Review Excel","description":"\u003ch2\u003eSee your allocation across accounts\u003c\/h2\u003e\n\u003cp\u003eSeparate account dashboards can hide how much of the overall portfolio rests in one position. This editable Excel suite consolidates up to 20 manually entered holdings into a dated review of current weights and your own target allocation.\u003c\/p\u003e\u003csection data-mfhq-readable-preview=\"20261031\" style=\"margin:20px 0;padding:16px;border:1px solid #cbd5e1;border-top:3px solid #10b981;border-radius:12px;background:#f8fafc;color:#0f172a;\"\u003e\u003ch3 style=\"margin:0 0 8px;\"\u003eInspect the actual Excel workbook\u003c\/h3\u003e\n\u003cp\u003eFictional example from the workbook. Scroll sideways to read the figures, or \u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Investment_Allocation_Governance_Suite_Executive_View.png?v=1790543690\" target=\"_blank\" rel=\"noopener\"\u003eopen the full-size preview\u003c\/a\u003e.\u003c\/p\u003e\n\u003cdiv role=\"region\" aria-label=\"Scrollable actual workbook preview\" tabindex=\"0\" style=\"width:100%;max-width:100%;overflow-x:auto;border:1px solid #cbd5e1;background:#fff;\"\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Investment_Allocation_Governance_Suite_Executive_View.png?v=1790543690\" alt=\"Actual Excel workbook screenshot of Investment Allocation Governance Suite executive view with fictional holdings value, unrealized change, and target weights.\" loading=\"lazy\" width=\"949\" height=\"424\" style=\"display:block;width:949px;min-width:949px;max-width:none;height:auto;\"\u003e\u003c\/div\u003e\n\u003cp style=\"font-size:14px;margin-bottom:0;\"\u003eCover artwork is illustrative. This screenshot shows the actual workbook layout.\u003c\/p\u003e\u003c\/section\u003e\n\u003csection data-mfhq-demo=\"catalog-quality-v2\"\u003e\n\u003ch3\u003eWatch the 20-second product preview\u003c\/h3\u003e\n\u003cp\u003eDo separate accounts hide concentration? This captioned overview combines product previews with a practical setup workflow. Examples are illustrative; this is not a live system connection.\u003c\/p\u003e\n\u003cvideo controls=\"controls\" playsinline=\"\" preload=\"none\" width=\"1080\" height=\"1080\" poster=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/preview_images\/ce79252085a94f28bdb9db28e4a4db5e.thumbnail.0000000000.jpg?v=1790795253\" style=\"display: block; width: 100%; max-width: 560px; height: auto; aspect-ratio: 1\/1; object-fit: contain; border-radius: 12px;\"\u003e\u003csource src=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/ce79252085a94f28bdb9db28e4a4db5e\/ce79252085a94f28bdb9db28e4a4db5e.HD-1080p-2.5Mbps-96045408.mp4\" type=\"video\/mp4\"\u003eYour browser does not support this video. Review the workflow below and the product gallery.\u003c\/source\u003e\u003c\/video\u003e\n\u003ch4\u003eStart with this workflow\u003c\/h4\u003e\n\u003col\u003e\n\u003cli\u003eEnter holdings and observed prices.\u003c\/li\u003e\n\u003cli\u003eCompare weights with your own targets.\u003c\/li\u003e\n\u003cli\u003eValidate inputs before reviewing gaps.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eScope to check:\u003c\/strong\u003e No live quotes or trading; target gaps do not trigger trades.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAfter purchase:\u003c\/strong\u003e Open the supplied instructions first and save a working copy of the files. For file or download help, \u003ca href=\"\/pages\/contact\"\u003econtact MetricForgeHQ\u003c\/a\u003e with your order number and product name. Please omit confidential information.\u003c\/p\u003e\n\u003c\/section\u003e\n\u003ch3\u003eWhat the workbook calculates\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eEntered market value from units and the unit price you supply.\u003c\/li\u003e\n\u003cli\u003eSimple unrealized change from an entered aggregate cost basis; dividends, fees, taxes, and cash flows are excluded.\u003c\/li\u003e\n\u003cli\u003eEach holding’s current weight and percentage-point gap from the target you choose.\u003c\/li\u003e\n\u003cli\u003eA prompt for a single holding above 50% of entered value and a check that target weights add to 100%.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne editable XLSX workbook with Executive View, Holdings Review, Read Me, and Data Checks, plus a short quick-start file. Fictional example rows explain the workflow. Use Excel desktop; Google Sheets compatibility has not been verified.\u003c\/p\u003e\n\u003ch3\u003eA disciplined review routine\u003c\/h3\u003e\n\u003cp\u003eOn a fixed date, enter units and observed prices from account statements, check the cost-basis source, reconcile entered totals with the source accounts, and inspect target gaps. Save a dated copy for the next review. A large gap calls for a risk discussion, not an automatic trade.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eBegin with a dated snapshot.\u003c\/strong\u003e Enter your positions and confirm that your targets total 100% before interpreting drift.\u003c\/p\u003e\n\u003cp\u003eThis is a manual recordkeeping and education tool. It has no brokerage connection or live quotes and provides no personalized investment, tax, or trading advice. Future returns and loss protection are not promised.\u003c\/p\u003e\n\u003ch3\u003eLicense, delivery and support\u003c\/h3\u003e\n\u003cp\u003eOne purchasing organization may use and adapt the workbook internally. Do not resell, redistribute, or deploy it to multiple clients without a separate license. This is a digital download after successful payment; no physical item ships. For a file or access problem, use \u003ca href=\"\/pages\/contact\"\u003eMetricForgeHQ Contact\u003c\/a\u003e with your order number and product name. Do not send confidential information.\u003c\/p\u003e","brand":"MetricForgeHQ","offers":[{"title":"Default Title","offer_id":67585487044896,"sku":"MFHQ-INV-GOV-SUITE-001","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Investment_Listing_Hero_2000_v2.png?v=1790534944"},{"product_id":"hospital-physician-rcm-operating-suite-service-line-2026","title":"Hospital + Physician RCM Operating Suite | Service-Line Claims \u0026 A\/R Excel Review","description":"\u003ch2\u003eMake the service-line huddle comparable\u003c\/h2\u003e\u003cp\u003eHospital and physician leaders may see the same finance report while counting encounters, claims, and denials at different stages. This manual Excel suite creates a focused, aggregate review across up to 20 service lines, with the reporting period and care setting visible alongside each row.\u003c\/p\u003e\u003csection data-mfhq-readable-preview=\"20261031\" style=\"margin:20px 0;padding:16px;border:1px solid #cbd5e1;border-top:3px solid #10b981;border-radius:12px;background:#f8fafc;color:#0f172a;\"\u003e\u003ch3 style=\"margin:0 0 8px;\"\u003eInspect the actual Excel workbook\u003c\/h3\u003e\n\u003cp\u003eFictional example from the workbook. Scroll sideways to read the figures, or \u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Hospital_Physician_RCM_Operating_Suite_Executive_View.png?v=1790546164\" target=\"_blank\" rel=\"noopener\"\u003eopen the full-size preview\u003c\/a\u003e.\u003c\/p\u003e\n\u003cdiv role=\"region\" aria-label=\"Scrollable actual workbook preview\" tabindex=\"0\" style=\"width:100%;max-width:100%;overflow-x:auto;border:1px solid #cbd5e1;background:#fff;\"\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Hospital_Physician_RCM_Operating_Suite_Executive_View.png?v=1790546164\" alt=\"Actual Excel workbook screenshot of Hospital and Physician RCM Operating Suite executive view with fictional service-line claims, denials, and open accounts receivable.\" loading=\"lazy\" width=\"949\" height=\"424\" style=\"display:block;width:949px;min-width:949px;max-width:none;height:auto;\"\u003e\u003c\/div\u003e\n\u003cp style=\"font-size:14px;margin-bottom:0;\"\u003eCover artwork is illustrative. This screenshot shows the actual workbook layout.\u003c\/p\u003e\u003c\/section\u003e\u003csection data-mfhq-demo=\"catalog-quality-v2\"\u003e\u003ch3\u003eWatch the 20-second product preview\u003c\/h3\u003e\n\u003cp\u003eWhich service line needs validation? This captioned overview combines product previews with a practical setup workflow. Examples are illustrative; this is not a live system connection.\u003c\/p\u003e\n\u003cvideo controls playsinline preload=\"none\" width=\"1080\" height=\"1080\" poster=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/preview_images\/c0bed724d9a74523b1c40a246fc42765.thumbnail.0000000000.jpg?v=1790795252\" aria-label=\"Hospital + Physician RCM Suite product workflow preview\" style=\"display:block;width:100%;max-width:560px;height:auto;aspect-ratio:1\/1;object-fit:contain;border-radius:12px\"\u003e\u003csource src=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/c0bed724d9a74523b1c40a246fc42765\/c0bed724d9a74523b1c40a246fc42765.HD-1080p-2.5Mbps-96045409.mp4\" type=\"video\/mp4\"\u003eYour browser does not support this video. Review the workflow below and the product gallery.\u003c\/source\u003e\u003c\/video\u003e\u003ch4\u003eStart with this workflow\u003c\/h4\u003e\n\u003col\u003e\n\u003cli\u003eEnter comparable aggregate RCM totals.\u003c\/li\u003e\n\u003cli\u003eReview ratios and input consistency.\u003c\/li\u003e\n\u003cli\u003eAssign source validation or handoff review.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eScope to check:\u003c\/strong\u003e Aggregate manual review; no patient data or EHR connection.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAfter purchase:\u003c\/strong\u003e Open the supplied instructions first and save a working copy of the files. For file or download help, \u003ca href=\"\/pages\/contact\"\u003econtact MetricForgeHQ\u003c\/a\u003e with your order number and product name. Please omit confidential information.\u003c\/p\u003e\u003c\/section\u003e\u003ch3\u003eWhat the model shows\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEnter eligible encounters, submitted claims, accepted claims, subsequently denied claims, net payments, open A\/R, and A\/R older than 90 days.\u003c\/li\u003e\n\u003cli\u003eCalculate accepted claims per submitted claim, subsequent denials per accepted claim, and the over-90-day share of open A\/R.\u003c\/li\u003e\n\u003cli\u003eUse Data Checks to surface missing or inconsistent inputs before interpreting totals.\u003c\/li\u003e\n\u003cli\u003eIdentify which service line needs source validation or an upstream handoff review.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003ePackage contents\u003c\/h3\u003e\u003cp\u003eOne editable XLSX with Executive View, Service Line Review, Read Me, and Data Checks, plus a short quick-start file. Included example rows are fictional. Excel desktop is recommended.\u003c\/p\u003e\u003ch3\u003eOperating use\u003c\/h3\u003e\u003cp\u003eAlign periods and numerator\/denominator definitions, reconcile aggregates to approved source reports, identify an owner for each exception, and record follow-up in your organization’s approved system. A rate difference is a question to investigate; the sheet does not determine payer fault, appeal eligibility, or recoverable dollars.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eStart with one hospital line and one physician line.\u003c\/strong\u003e Validate their inputs and take the first source discrepancy to the next RCM meeting.\u003c\/p\u003e\u003cp\u003eUse only appropriately governed aggregate data. Do not enter patient identifiers or protected health information. This file does not connect to an EHR, encode payer policy, or establish HIPAA compliance. Confirm applicable policies with your organization.\u003c\/p\u003e\u003ch3\u003eLicense, delivery and support\u003c\/h3\u003e\u003cp\u003eOne purchasing organization may use and adapt the workbook internally. Do not resell, redistribute, or deploy it to multiple clients without a separate license. This is a digital download after successful payment; no physical item ships. For a file or access problem, use \u003ca href=\"\/pages\/contact\"\u003eMetricForgeHQ Contact\u003c\/a\u003e with your order number and product name. Do not send confidential information.\u003c\/p\u003e","brand":"MetricForgeHQ","offers":[{"title":"Default Title","offer_id":67585514406176,"sku":"MFHQ-RCM-OPERATING-SUITE-001","price":69.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/Hospital_Physician_Listing_Hero_2000_v2.png?v=1790535509"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/collections\/metricforgehq-rcm-executive-revenue-suite.png?v=1789666444","url":"https:\/\/metricforgehq.com\/collections\/bundles-and-executive-suites.oembed","provider":"MetricForgeHQ","version":"1.0","type":"link"}