Offshore RCM Vendor Accountability PRO | Excel Dashboard & SOP Toolkit

A repeatable review of your offshore AR vendor

For RCM directors, PFS leaders and billing company owners overseeing outsourced accounts receivable: evaluate reported work, assigned cash, sampled quality and billed capacity, then document who must correct each issue.

Use 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.

What the review helps you answer

• What changed AR? Reconcile opening balance, additions, cash, approved adjustments, transfers and closing balance. Keep cash separate from noncash reductions.
• Was the assigned population worked? Review unique account coverage, accepted resolutions, repeat touches and untouched aged AR.
• What does quality evidence show? Read the sample pass rate beside audit volume and critical errors.
• Does billed capacity match the agreement? Compare billed and contracted FTE, invoice cost and cost per accepted resolution.
• Who owns the next action? Track vendor, client and payer responsibilities, due dates and closure evidence.

A fictional review example

The 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.

Your download contains eight files

• Two Excel workbooks: populated DEMO and CLEAN, each with ten tabs.
• Operating playbook in Word and PDF, containing 12 original SOPs, KPI definitions, ten practice cases and a manager assessment.
• Quick-start guide in Word and PDF.
• Editable eight-slide PowerPoint executive review example.
• Single-organization license and release notes PDF.

Start with one vendor and one reporting period

1. Keep untouched backups and open the quick-start guide.
2. Explore DEMO, then enter aggregate management data in CLEAN.
3. Select V001, V002 or V003 and a reporting month in Controls. Approve your own definitions and targets.
4. Resolve data exceptions, inspect evidence and transfer verified figures into the executive deck.

Choose the correct operating scope

This toolkit focuses on outsourced AR vendor oversight. The separate RCM Command Center PRO covers organization-level performance. The Executive Revenue Suite covers payer recovery, organization KPIs and billing-company economics. This vendor toolkit is sold separately and does not include those products.

Software, scope and license

Downloadable .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.

Each 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.

The 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.

Use 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.

For product or delivery questions, contact MetricForgeHQ with the product name and order number. Please omit confidential information.