Open provider days
Facilities without visits
RVU production
This month at a glance. Export the encounter-level detail for any date-of-service range.
Fiscal year trend
January – December, with a running cumulative total for the year.
RVUs by CPT code
This month, ranked by contribution.
My facilities
My facilities
Facilities needing attention
Automation
Patients
Patient details
Referrals
Intake queue
Facilities
Next 6 months
Compliance review
Profile
Name
User
Role
Role
Title
Title
Email
Email
Phone
Phone
Profile type
Profile type
Licensure
Not entered
Active state licensure
Not entered
Collaborating physician
Not entered
Provider NPI
Not entered
Weekday availability
Not entered
MFA
Required
Access
Active
Territories
Not entered
Assigned facilities
Not entered
Home street address
Not entered
Home city
Not entered
Home state
Not entered
Home ZIP code
Not entered
Profile details
Contact information
Display settings
Theme and layout
Authenticator
MFA setup
Checking authenticator status...
Scan the QR code with your authenticator app, then enter the current 6-digit code.
Activity
Admin
Task list
Shared executive to-do list. Every cell edits in place and saves as you go.
Provider
Provider queue
Patient details
Action items
Period metrics
Flagged items
RVU leaders
Provider and facility production sorted by captured actual and forecasted RVUs.
Providers
Facilities
Provider performance
RVUs, completed encounters, forecasted production, and follow-up capacity.
Urgent access notes
Completed Urgent Access Notes per month, trailing five months ending at the selected month.
Urgent access notes by provider
Selected month, credited to the covering provider who wrote the note.
Volume vs contracted capacity
Scheduled patient hours against contracted hours in the selected period. Contracted-hours facilities only.
Monthly provider RVUs
Selected month, sorted by total production.
Provider RVU totals
Selected month actual and forecasted RVUs.
RVUs per active patient
Selected-period RVU production normalized by each facility’s active census, so large and small facilities compare fairly.
RVUs by facility
Open a facility from the table to inspect operational context.
Five-month RVU trend
Current month includes actual RVUs plus forecasted scheduled work.
Referral funnel
Initial referral volume, follow-up workload, and facility demand signals from scoped Helix records.
Facility comparison
Referral intake and follow-up encounter demand by facility for the selected month.
Six-month trend
Initial referrals compared with scheduled follow-up workload.
Weekly cadence
Selected-month intake and follow-up volume by calendar week.
Referral actions
Operational follow-up suggested by referral and schedule demand patterns.
Where referrals come from
Selected-month referral volume by intake source and originating facility.
Time to initial evaluation
Days from referral received or patient added until the initial evaluation, by intake path.
Awaiting initial evaluation
Referred or added patients with no scheduled initial evaluation yet.
Change reasons
Cancellation and reschedule drivers from the full change history for the selected month.
Patient throughput
How quickly patients move from intake to visits.
Daily scheduled encounters
Selected-month initial and follow-up volume by service day.
Open provider days
Provider capacity available for facility scheduling.
Contracted hours utilization
Scheduled patient hours compared with contracted client hours.
Contracted hours drilldown
Server-filtered contracted-hour visit utilization by division, client, facility, service line, provider, and date range.
Revenue cycle
Hourly invoice
Tracking only
Billing model controls export behavior separately from Helix clinical-note activation.
Patient flags
Work queues that should route directly to patient follow-up.
Travel
Miles driven, drive time, and mileage reimbursement for providers and Partner Success, chained home → facilities → home. Telehealth days are $0 and 0 miles.
Miles by traveler
Selected-period miles and qualified reimbursement per person.
Mileage rate
IRS reimbursement rate with effective dates. Days pay the rate in force on the travel date.
Travel days
Each day’s stops, documentation status, and reimbursement. A day qualifies only when every stop is documented.
Compliance
Documentation discipline across providers: the AI coding review (pre-signature gate and nightly review), document-integrity flags, and the compliance tracker.
AI coding review
Findings from the AI coding review against public regulatory guidance — CMS, NCCI, ICD-10-CM Official Guidelines, AMA CPT, MAC LCDs, Federal Register — for notes with a date of service in the selected period. Pre-signature findings hold the note until the provider resolves them; post-signature findings come from the nightly review of already-signed notes. Flags without a verified whitelisted citation are never shown.
Compliance tracker
Per provider, for notes with a date of service in the selected period that went through the pre-signature review: how many were flagged, how each was resolved, and how long resolution took. Counts are by note, not by finding. Highest percent flagged first.
Document integrity flags
Automated review of uploaded facesheets and consents: blank documents and wrong-patient uploads. Dismissals are audit-logged.
AI review catch-up
Notes signed and facesheets or consents uploaded in the selected date range that never received an AI coding review or document-integrity scan (for example while the LLM gateway was down). Run reviews them oldest first in small batches; leave the page open until it finishes. Records already reviewed are never re-run.
Duplicate encounter records
Patients with more than one Seen encounter of the same type on the same date for the same specialty, with where each record came from. Records with no note of their own never bill; a group with two or more billable records is the one shape to escalate. Two group therapy sessions in one day can be legitimate, so confirm before acting. Administrators and executive-level users can preview and cancel abandoned ad-hoc records that carry no note; everything else is reported, never changed.
Documentation timeliness
Average days from date of service to when the provider submitted or signed the note (compliance review time is not counted against the provider) and to the recorded visit, worst first. Same-day documentation is the expectation.
Secure delivery
Encrypted clinical notes and previsit planning worksheets emailed to facility contacts: when each was last sent, whether the facility opened it, whether a worksheet came back, and who authorized delivery for the facility. Read-only; sends and recipients are managed from the Partner Success workspace.
Facilities
One row per facility. Pick a facility to see its send-by-send history below.
Import exceptions
Vendor rows Helix could not place on its own: a facility or provider name it does not know, a patient with duplicate records, or a line with nothing to anchor it. Fix each one here; Helix remembers the answer and re-matches the stored lines in place, so the next upload does not ask again.
Metric definitions
Every metric on Analytics in plain language: what counts, what doesn’t, and what time window applies. Generated from the same definitions the page uses.
Analytics
Revenue Cycle
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