Trapeze
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PRODUCTION
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NW
OPERATE
Recovery OpportunityRecovery FloorData & CoverageHuman Worklist38
CONFIGURE
Agent Studio
REPORT
AnalyticsAudit & Compliance
Signed in as Nathan Wilde
VP Revenue Cycle

Portfolio Intelligence

How the whole book is being read and routed. Govern which sources the agent may use — every decision traces back to here. To see a single patient's full read, open one from the lookup below.

BOOK COMPOSITION · 41,300 ACCOUNTS · $4.2M
Express-payable · recognized, able, low-friction
14,100 $0.9M
Negotiable plan · willing once fairness is proven
11,800 $1.4M
Unreachable / stale · no valid contact yet, enrich first
6,500 $0.5M
Likely assistance · hardship signals present
4,600 $0.7M
Owe less / $0 · benefit re-check says we over-billed
2,400 $0.3M
Dispute / review · contested, needs verification
1,900 $0.4M
DATA SOURCES · TOGGLE ANY OFF
FIRST-PARTY DATA
Order + prescribing clinician
Your own records · 100% coverage
Validated medical record
Your own records · 100% coverage
Insurance plan & benefit detail
Payer 271 / EOB · 98% coverage
Delivery + e-signature
Fulfillment record · 96% coverage
Past Verse communications
Your own records · 100% coverage
ENRICHED DATA
Identity & contact verification
FCRA-permissible · 99% coverage
Income & hardship indicators
Soft signals · FCRA-compliant · 82% coverage
Medicaid eligibility
Benefits check · 74% coverage
Language & best-time to reach
Modeled · 88% coverage
Prior payment behavior
Your + network history · 91% coverage
HIGHEST-IMPACT SIGNALS
Insurance benefit detail
Proves fairness → the biggest single recovery lift
Hardship + Medicaid signals
Prevent dunning → convert write-offs to payer-covered claims
OOP-max re-check
Caught 2,400 over-bills before we ever sent them
Prescribing clinician
The identity anchor that turns 'spam' into a reply
OPEN A PATIENT
See every signal the agent has on one human, synthesized into a single read.
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