Most dashboards show you numbers. This one tells you what to do.
An auto-reporting engine for a fictional specialist practice. Toggle any combination of scenarios — the executive summary, KPIs, and projection rewrite themselves in real time.
Miami, FL · Solo + 1 medical assistant · Monthly snapshot · March 2026
3 active payersChronic-care focus
Scenario toggles
Play with combinations
Each scenario is independent — turn on as many as you like
Auto-generated executive summary
12 of 42 rules triggered
Two critical signals to address this week. Revenue this month is $47k (+11% vs 3-mo avg of $43k), operating margin at 40%, weighted AR at 53 days against your 45-day target.
CriticalB01
BlueShield FL AR at 71 days
$18,300 outstanding, 26 days beyond your 45-day threshold. Trigger collections protocol.
Est. impact: +$18k/mo
CriticalB03
Single payer AR breach (escalation)
BlueShield FL: $18,300 @ 71 days. Escalate to payer relationship manager, not just billing.
WatchB02
Weighted days in AR above target
53 days vs 45-day target. Cash conversion is slow — each extra day of AR is roughly $1,573 stuck in the system.
WatchC02
No-shows spike on Thudays
24% no-show rate vs 14% baseline. Likely a scheduling-friction pattern (end-of-week, after-work) worth investigating.
Est. impact: +$1.1k/mo
WatchE01
BlueShield FL concentration warning
38% of revenue from a single payer (up from ~29% in Q1). Losing them would compress operating margin by roughly 23%.
InsightB06
BlueShield FL dominates accounts receivable
50% of all AR is tied up with BlueShield FL. Their payment cycle effectively sets your cash cycle.
Revenue (mo)
$47k
+11% vs 3mo avg
Op margin
40%
+2pp vs baseline
Slot util
78%
+7pp vs baseline
No-show rate
16%
+2pp vs baseline
Days in AR
53d
+8d vs target
Chronic retention
84%
+6pp vs baseline
Payer breakdown
BlueShield FL
71d · $18k38%
Self-pay
28d · $6.2k25%
Anthem
38d · $9.5k22%
Other payers
45d · $2.8k15%
Revenue · weekly
Last 12 weeks
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No-shows · by weekday
Where the friction is
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Generated by a deterministic rules engine · no LLM calls · fully client-side42 rules · 5 composable scenarios
How it works
What this demo does, how, and what's missing
What it does
→Generates an executive summary from 42 rules across six operational domains (revenue, AR, ops, retention, concentration, margin).
→Recalculates the summary in real time as you toggle any combination of 5 scenarios — order-independent composition.
→Surfaces second-order risks (payer concentration, AR aging) that single-metric dashboards usually miss.
→Attaches estimated dollar impact next to each actionable bullet.
How it does it
→Hardcoded synthetic dataset (one fictional Miami endocrinology practice, one month).
→TypeScript rules engine — each rule has a trigger predicate, severity, narrative template, and optional dollar formula.
→Scenario toggles are pure functions that mutate the snapshot; the engine re-runs against the mutated state.
→Charts via Recharts, client-only rendering to avoid SSR hydration mismatches.
→No LLM calls. No backend. Fully client-side, deterministic, replayable.
What a real impl would need
→Live ingestion from a PMS/EHR (DrChrono, Athena, NextGen) and 837/835 claim file parsing for real AR aging.
→3–6 months of historical baselines per practice. Without baselines, deltas are meaningless.
→Per-practice rule calibration — a solo cardiologist's thresholds aren't a 5-doc OB-GYN group's.
→Push delivery layer (email, SMS, Slack) so the summary arrives in the inbox rather than waiting to be pulled.
→Audit log + rule versioning so a practice manager can trace why a number flagged six weeks later.
→HIPAA-grade infra for US deployment — BAAs with every vendor, encryption at rest, access logs, breach-notification flows.
The pattern transfers cleanly to any ops domain — dental labs, retail, logistics, on-demand services. The work is in the per-domain rule set, not the engine.