Monthly KPI Report — Beacon Treatment Center — February 2026
Client Outcomes (Inception to Date)
245
Discharged Clients
Since program inception
94
Program Completions
Successful completions
38.4%
Completion Rate
Industry benchmark: 35%+
155 days
Avg. Days in Treatment
Completers only
Client Census — Last 12 Months
Discharge Reasons
Applications vs. Admissions — Last 12 Months
212 applications → 91 admissions (43% conversion) over the last 12 months
Historical Performance by Year
Annual Summary
| Year | Discharged | Completions | Completion Rate |
|---|---|---|---|
| 2022 | 18 | 5 | 27.8% |
| 2023 | 62 | 21 | 33.9% |
| 2024 | 68 | 23 | 33.8% |
| 2025 | 14 | 5 | 35.7% |
2026 Year-to-Date by Quarter
| Period | Discharged | Completions | Completion Rate |
|---|---|---|---|
| Q1 2026 | 13 | 5 | 38.5% |
| Q2 2026In progress | — | — | — |
| Q3 2026 | — | — | — |
| Q4 2026 | — | — | — |
Claims Performance
1 Billable
$38,400
47 claims pending
2 Approved
$89,200
51 claims
3 Rejected
$3,200
4 claims
4 Denied
$8,400
9 claims
5 Paid
$104,000
58 claims
Approved and Rejected dollars are the sum of Fee (claims / provider report). Denied is the sum of Denial Amt from the Payouts report. Paid is Actual Payment when status is P.
Rejected (Claim.MD status R) means the clearinghouse or payer rejected the claim before adjudication — usually a submission, eligibility, or format issue. Those claims need correction and resubmission. It is not the same as Denied, which is an ERA denial after the payer processes the claim.
Revenue Pipeline is based only on claims with service dates from May 2026 forward. Average ERA receipt is about 22 days after submission.
51
Claims Approved (latest Claim.MD week)
Count of claims with status A in the claims report
$51,000
Total Payor Pd
Sum of Actual Payment for status P in the payouts report
9
Claims Denied
Count of claims with status D in the claims report
92.6%
Clean Claim Rate
Share of that week's claims without denial. Provider mandate is 95% or higher.
Monday
ERA Processing & Reconciliation
Active todayTuesday
Pull docs + begin new billing report
UpcomingWednesday
Finalize billing report, prior auths
UpcomingThursday
Submit all claims in ClaimMD (~60)
UpcomingFriday
Catch-all; early ERA processing
UpcomingDate Format Errors
Resolved
Kipu/Avea date strings are parsed in the lakehouse pass1 MERGE (multiple formats). No manual reformat step.
Duration Conversion
Resolved
Billable units land from the billing export Units column and flow through claim_lines — no decimal-time conversion in the dashboard path.
ERA Matching
Automated
ClaimsMD remittance is merged onto claim_lines (pass2) and reflected in payouts/claims reports. Manual PDF line matching is no longer required for KPIs.
Transportation Claims
Workaround active
Billing software ambulance field was rejected by one payer portal. Requires manual portal upload. (Out of scope for current automation.)
These indicators represent known manual steps in the current billing workflow. Automation targets are tracked in the project backlog.
Data model notes
- Claims section pulls from ClaimMD submissions and the Payouts spreadsheet.
- Payouts spreadsheet is the canonical source of truth for financial KPIs.
- ClaimMD is treated as a submission mechanism, not a reporting source.
- The ERA lag is about 22 days, so submitted and paid windows are intentionally different.
Status coding map
White - Not yet billed - Pending badge
Tan / filled - Entered into ClaimMD - Submitted badge
Gray rows - Unbillable and tracked for completeness - Excluded label
Yellow - Not billed yet and waiting - Queued badge
Every status uses color plus explicit text labels for accessibility.
Income vs. Expenses — 2026 Monthly
Financial data sourced from accounting system. Expenses recorded after payment receipt.
Check Reconciliation Status
Health Plan A
Reconciled
$24,800
May 22
Health Plan B
Reconciled
$18,400
May 22
Health Plan C
Pending...
—
—
Tribal Plan
Pending...
—
—
Reconciled = ClaimsMD remittance landed (paid + EFT/payment date). Pending = submitted unpaid. A payer can show both when remittance is partial.
Service Performance — February 2026
| Provider | Individual Sessions | Groups Led | UDS Screens | Transportation | Peer Support | Other | Total Billable | Unbillable (excluded) |
|---|---|---|---|---|---|---|---|---|
| Provider A | 15 | 12 | 8 | 4 | 10 | — | 49 | 2 |
| Provider B | 22 | 8 | 6 | 2 | 14 | — | 52 | 3 |
| Provider C | 18 | 10 | 5 | 6 | 8 | — | 47 | 2 |
| Provider D | 6 | 4 | 12 | 18 | 20 | — | 60 | 4 |
| Transport & Screens | — | — | 31 | 30 | — | — | 61 | 3 |