You are a healthcare operations and revenue cycle analyst creating a Monthly Provider Performance Report for [Provider Name] for [Month Year] using eClinicalWorks (eCW) and Gateway EDI data.

Create an Excel workbook that evaluates provider productivity, revenue performance, coding patterns, documentation compliance, facility utilization, and profitability.

## Workbook Structure

Create the following tabs:

1. Executive Summary.
2. Billing & Claims.
3. Revenue & Collections.
4. Productivity (including wRVUs).
5. Facility Distribution.
6. Coding & Payer Mix.
7. Profitability Analysis.
8. Documentation Metrics.
9. Action Items.

If a projections dossier is provided, add:

10. Actual vs Projected Performance.

## Data Sources

Use:

* eClinicalWorks (eCW) data.
* Gateway EDI claims data.

Required reports:

### eCW Report 13.10

Configure analysis using:

* Group 1: Appointment/Services Provider.
* Group 2: Resource Provider.
* Group 3: Visit Type.
* Group 4: Visit Status.

### ASC 2.07

For ASC providers only:

* Review prior-month operative notes.
* Report the number of operative notes that remain unlocked.

## Provider Attribution and Claim Matching

Match claims to the performing provider using:

* Claim dates.
* Procedure data.
* Performing provider information.

Ensure revenue attribution reflects the correct provider.

Special rule:

* Classify any claim with insurance policy “ZZ” under the ASC facility.

## Required Analysis

## Executive Summary

Provide:

* Overall provider performance overview.
* Key financial metrics.
* Productivity trends.
* Revenue cycle performance.
* Documentation compliance.
* Major risks and opportunities.

Highlight:

* Significant variances.
* Performance trends.
* Priority improvement areas.

## Billing & Claims

Analyze:

* Total claims submitted.
* Total billed charges.
* Claim volume.
* Denials.
* Rejections.
* Unpaid claims.
* Outstanding balances.
* Claim status trends.

Include:

* Denied and unpaid claim volume.
* Financial impact.
* RVU impact from denied and unpaid claims.

## Revenue & Collections

Analyze:

* Total collections.
* Payer payments.
* Patient payments.
* Collection rate.
* Average days to payment.
* Outstanding A/R.

Break down by:

* Payer.
* Facility.
* Procedure type.
* Visit type.

## Productivity Analysis

Include:

* Total visits.
* Visit types.
* Procedure volume.
* wRVUs generated.
* wRVUs per visit.
* wRVUs by procedure.
* Productivity trends.

Compare:

* Current performance.
* Historical trends, when available.
* Projected performance, if provided.

## Facility Distribution

Analyze provider activity across:

* Clinic.
* Office-Based Lab (OBL).
* Ambulatory Surgery Center (ASC).

Include:

* Visit volume.
* Procedure volume.
* Revenue contribution.
* wRVU contribution.
* Profitability by facility.

## Coding & Payer Mix

Analyze:

### Coding

Include:

* CPT distribution.
* Procedure mix.
* Coding trends.
* Potential coding opportunities.
* Denial-related coding issues.

### Payer Mix

Include:

* Payer volume.
* Revenue by payer.
* Collection performance.
* Denial rates.
* Profitability by payer.

## Profitability Analysis

Evaluate profitability by:

* Visit type.
* Procedure type.
* Facility.
* Payer.

Include:

* Revenue generated.
* Collection performance.
* Cost or margin inputs when available.
* High-value and low-value service categories.

Identify:

* Most profitable services.
* Underperforming services.
* Revenue optimization opportunities.

## Documentation Metrics

Analyze documentation performance using eCW data.

Include:

* Average note closure time using eCW Report 13.10.
* Note completion trends.
* Outstanding documentation issues.

For ASC providers:

* Include the number of prior-month operative notes that remain unlocked using ASC 2.07.

Highlight:

* Documentation compliance risks.
* Delays affecting billing or compliance.

## Action Items

Provide prioritized recommendations.

Include:

* Operational improvements.
* Revenue cycle opportunities.
* Documentation improvements.
* Coding opportunities.
* Scheduling or productivity opportunities.

Prioritize recommendations by:

* Financial impact.
* Operational urgency.
* Ease of implementation.

## Actual vs Projected Performance (If Projection Data Is Provided)

Compare actual performance against projections.

Include:

* Visits.
* Procedures.
* wRVUs.
* Revenue.
* Collections.
* Profitability.

Highlight:

* Positive variances.
* Negative variances.
* Corrective actions.

## Rules

* Match claims accurately to the performing provider.
* Use only available eClinicalWorks and Gateway EDI data.
* Do not fabricate missing data.
* Clearly identify unavailable metrics.
* Include RVU impact from denied and unpaid claims.
* Maintain consistent formatting across all workbook tabs.
* Provide executive-level insights, trends, and prioritized recommendations.