Consolidated Leadership Board — High Standard Home Care × BI Consulting Services

One centralized board across every system — the leadership view your CEO described

On the 21 April call you said the problem was simple to state: no central reporting tool — multiple systems, no consolidated reporting, with the CEO wanting various reports and dashboards and everything staying onshore. This is what that board looks like once scheduling/EVV, authorizations, billing, payroll and intake are pulled into one US-hosted model. Every number below recalculates from the filters.

Service line

Region

Period

Authorized vs delivered hours, by week

Authorizations from the plan side against EVV-verified delivered hours — the gap is unfilled care (and unbilled revenue).

Delivered hours (EVV-verified)Authorized hoursUnfilled gap

What this board answers

Three questions from the discovery call, each answered from the current filter.

Where the data comes from — and where it lives

Five source systems, one consolidated model on US-hosted infrastructure, one leadership board. Row counts and refresh times reflect the current filter.

Coverage by region

Brooklyn through Hudson Valley — census, delivered % and open shifts per region. Color = fill rate.

Service-line ranking

PCA/HHA, CDPAP and Private Duty Nursing / Pediatric — delivered % of authorized hours, ranked.

Revenue-cycle watch: claims and EVV exceptions

Claims aging and EVV exceptions by week — the two items that decide whether delivered hours turn into cash.

Claims > 30 daysEVV exceptions

Private AI on your own server

The "ask the data" ideas on this board are designed to run on a GPU server inside your own network — an open-weight model over your own documents, cited answers, no per-seat licence, nothing leaving the building. The short deck below explains how it works. Scroll through, or download it as a PDF.