{"product_id":"offshore-rcm-vendor-accountability-pro","title":"Offshore RCM Vendor Accountability PRO | Excel Dashboard \u0026 SOP Toolkit","description":"\u003ch2\u003eA repeatable review of your offshore AR vendor\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eFor RCM directors, PFS leaders and billing company owners overseeing outsourced accounts receivable:\u003c\/strong\u003e evaluate reported work, assigned cash, sampled quality and billed capacity, then document who must correct each issue.\u003c\/p\u003e\n\u003cp\u003eUse this toolkit before a monthly vendor review, invoice discussion, corrective-action meeting or renewal decision. It connects a formula-driven Excel dashboard with original operating procedures and an editable executive review example.\u003c\/p\u003e\n\u003csection data-mfhq-demo=\"vendor-quality-v1\"\u003e\u003ch3\u003eWatch the 20-second product preview\u003c\/h3\u003e\n\u003cp\u003eReview the included executive slides with fictional data. Large on-screen captions explain the AR reconciliation, quality exception, escalation and action record. Pause or use full screen to inspect the figures.\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\/metricforgehq-offshore-vendor-pro-hero_9ab85526-08e6-4afc-ae0d-669f08df2de0.png?v=1790815819\" aria-label=\"Vendor PRO fictional monthly review preview\" style=\"display:block;width:100%;max-width:560px;height:auto;aspect-ratio:1\/1;object-fit:contain;background:#142D44;border-radius:12px\"\u003e\u003csource src=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/e22eb53336b040d5ba61ed7804782c43\/e22eb53336b040d5ba61ed7804782c43.HD-1080p-2.5Mbps-96071284.mp4\" type=\"video\/mp4\"\u003eYour browser does not support embedded video. \u003ca href=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/e22eb53336b040d5ba61ed7804782c43\/e22eb53336b040d5ba61ed7804782c43.HD-1080p-2.5Mbps-96071284.mp4\"\u003eOpen the captioned preview\u003c\/a\u003e.\u003c\/source\u003e\u003c\/video\u003e\u003cp data-mfhq-video-fallback=\"v1\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/e22eb53336b040d5ba61ed7804782c43\/e22eb53336b040d5ba61ed7804782c43.HD-1080p-2.5Mbps-96071284.mp4\"\u003eOpen the captioned video preview\u003c\/a\u003e if the embedded player does not load.\u003c\/p\u003e\n\u003ch4\u003eStart with this workflow\u003c\/h4\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003e0:00:\u003c\/strong\u003e reconcile assigned AR and separate cash from noncash reductions.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e0:05:\u003c\/strong\u003e review sampled quality and the critical error.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e0:10:\u003c\/strong\u003e assign vendor and client escalation owners.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e0:15:\u003c\/strong\u003e document corrective actions and acceptance evidence.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eAfter purchase:\u003c\/strong\u003e read the Quick Start, open DEMO, then prepare CLEAN with approved aggregate inputs and local targets. Transfer verified figures to the PowerPoint manually.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eScope to check:\u003c\/strong\u003e the preview shows the included editable review example. No live integration or automatic slide refresh is included.\u003c\/p\u003e\u003c\/section\u003e\u003ch3\u003eWhat the review helps you answer\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eWhat changed AR?\u003c\/strong\u003e Reconcile opening balance, additions, cash, approved adjustments, transfers and closing balance. Keep cash separate from noncash reductions.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWas the assigned population worked?\u003c\/strong\u003e Review unique account coverage, accepted resolutions, repeat touches and untouched aged AR.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWhat does quality evidence show?\u003c\/strong\u003e Read the sample pass rate beside audit volume and critical errors.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDoes billed capacity match the agreement?\u003c\/strong\u003e Compare billed and contracted FTE, invoice cost and cost per accepted resolution.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho owns the next action?\u003c\/strong\u003e Track vendor, client and payer responsibilities, due dates and closure evidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eA fictional review example\u003c\/h3\u003e\n\u003cp\u003eThe included DEMO shows $103,000 cash applied to assigned AR, 18 of 20 sampled cases passing, one critical failed audit and a +1 billed FTE variance. The dashboard calls for corrective action under its illustrative local targets. These are fictional teaching figures, not customer outcomes or evidence of incremental recovery.\u003c\/p\u003e\n\u003ch3\u003eYour download contains eight files\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eTwo Excel workbooks: populated DEMO and CLEAN, each with ten tabs.\u003c\/li\u003e\n\u003cli\u003eOperating playbook in Word and PDF, containing 12 original SOPs, KPI definitions, ten practice cases and a manager assessment.\u003c\/li\u003e\n\u003cli\u003eQuick-start guide in Word and PDF.\u003c\/li\u003e\n\u003cli\u003eEditable eight-slide PowerPoint executive review example.\u003c\/li\u003e\n\u003cli\u003eSingle-organization license and release notes PDF.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eStart with one vendor and one reporting period\u003c\/h3\u003e\n\u003col\u003e\n\u003cli\u003eKeep untouched backups and open the quick-start guide.\u003c\/li\u003e\n\u003cli\u003eExplore DEMO, then enter aggregate management data in CLEAN.\u003c\/li\u003e\n\u003cli\u003eSelect V001, V002 or V003 and a reporting month in Controls. Approve your own definitions and targets.\u003c\/li\u003e\n\u003cli\u003eResolve data exceptions, inspect evidence and transfer verified figures into the executive deck.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch3\u003eChoose the correct operating scope\u003c\/h3\u003e\n\u003cp\u003eThis toolkit focuses on \u003cstrong\u003eoutsourced AR vendor oversight\u003c\/strong\u003e. The separate \u003ca href=\"\/products\/rcm-command-center-pro-excel-dashboard\"\u003eRCM Command Center PRO\u003c\/a\u003e covers organization-level performance. The \u003ca href=\"\/products\/medical-billing-rcm-executive-revenue-suite\"\u003eExecutive Revenue Suite\u003c\/a\u003e covers payer recovery, organization KPIs and billing-company economics. This vendor toolkit is sold separately and does not include those products.\u003c\/p\u003e\n\u003ch3\u003eSoftware, scope and license\u003c\/h3\u003e\n\u003cp\u003eDownloadable .xlsx, .docx, .pdf and .pptx files intended for desktop Excel, Word and PowerPoint, with a PDF reader for printable guides. Formula recalculation and file structure were checked locally. Native desktop application interfaces and Google Sheets have not been tested.\u003c\/p\u003e\n\u003cp\u003eEach input tab has 100 prepared records. Enter data manually. The executive slides require manual updates. The product has no live EMR connection, automatic invoice approval, automatic recovery or ranked multi-vendor summary. Formula cells are visually distinguished and are not password locked.\u003c\/p\u003e\n\u003cp\u003eThe license permits internal use by one purchasing organization and its authorized contracted vendor staff. Resale, redistribution and use across independent client organizations require a separate agreement. Your organization must adapt and approve SOPs, verify payer rules and retain financial authority. No custom consulting or future subscription updates are included.\u003c\/p\u003e\n\u003cp\u003eUse aggregate or properly de-identified data. Keep patient information and confidential source records in approved secure systems. Results depend on source quality, local review and execution. Financial results are not guaranteed.\u003c\/p\u003e\n\u003cp\u003eFor product or delivery questions, \u003ca href=\"\/pages\/contact\"\u003econtact MetricForgeHQ\u003c\/a\u003e with the product name and order number. Please omit confidential information.\u003c\/p\u003e","brand":"MetricForgeHQ","offers":[{"title":"Default Title","offer_id":67616931119392,"sku":"MFHQ-RCM-VENDOR-PRO-ORG","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/metricforgehq-offshore-vendor-pro-hero_9ab85526-08e6-4afc-ae0d-669f08df2de0.png?v=1790815819","url":"https:\/\/metricforgehq.com\/products\/offshore-rcm-vendor-accountability-pro","provider":"MetricForgeHQ","version":"1.0","type":"link"}