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SmartStatsPM
Platform

Every module, end to end.

One workspace with modules that take your team from pre-visit checks to recovered revenue, configured to your specialty and your rules.

Worklists

Every patient who needs follow-up, prioritized for you.

Missed visits, falloffs, unbilled encounters, and expiring authorizations and referrals land on worklists ranked by what matters most to your practice. Staff work top-down, and nothing waits in a spreadsheet.

Priorities set by payer, visit type and your own rules
Status, days on the list, comments and a full audit trail
Completion confirmed through your EHR, with productivity reporting for leadership
Product illustration with sample data — not customer results.
Eligibility, Authorizations & Referrals

Know before you schedule.

Eligibility, authorization and referral windows, visits approved vs. used, and renewals, all in pre-visit queues supported by AI automation and agents. Your front desk gets a clear summary it can trust before every visit.

One verified eligibility summary per patient, ready before the visit
Authorization and referral summaries that show visits approved, used and remaining
Renewal reminders before a window closes, so no visit goes unauthorized
Product illustration with sample data — not customer results.
Unbilled Encounters

Visits that happened but never became charges.

SmartStatsPM surfaces encounters with no claim and charges missing from claims that went out, so every service delivered gets billed.

Unbilled encounters flagged automatically, aged by days since the visit
Comments and a full audit trail on every item
Tracked until the charge is confirmed, with productivity reporting for leadership
Product illustration with sample data — not customer results.
Analytics & Reporting

Revenue, payers and productivity at a glance.

Real-time dashboards show collections trend, denial mix, days in A/R, what payers and patients pay, and revenue recaptured by your team. A 360-degree patient view brings each patient's visits, coverage and open items together in one place.

Eligibility, authorization, referral, visit and patient conversion reporting
Payer and A/R performance, compared by provider and location
Staff productivity by workflow for managers and leadership
Product illustration with sample data — not customer results.
External Reports & Access Portal

One cockpit for your whole practice.

Brings payer portals, clearinghouse reports and outside systems into one access portal, so staff stop switching between sites.

Product illustration with sample data — not customer results.
Config

Your rules, not ours.

Set custom rules that match how your practice runs, from insurance plans and procedure definitions to what counts as a gap for your specialty. Built-in data cleansing standardizes your data so every worklist and report starts from clean data.

Custom rules and report definitions
Insurance plan and procedure standardization, with built-in data cleansing
Separate configuration for each practice or location
Product illustration with sample data — not customer results.
Automated efficiency

Recover revenue with automated worklists and real-time insight.

Four lists your staff can act on every morning, built from the data you already have.

01

Missed visit lists

No-shows and cancelled visits that were never rebooked, prioritized by payer and visit type, so staff call the right patients first.

02

Patients Lost

Patients who stopped coming before their care was complete, flagged by days since their last visit so they can be brought back.

03

Patient Conversions

New patients who never started treatment, with insight into where each one stalled, so more consults become care.

04

Unbilled Encounters

Visits that happened but never became charges, tracked until every charge is confirmed.

Security & trust

Built by Avatar.

SmartStatsPM is developed and supported by Avatar Enterprise Business Solutions, a healthcare data and analytics firm with more than two decades of experience. Avatar builds data platforms, AI-driven analytics and software for healthcare providers, payers and life sciences companies, turning complex, disconnected data into secure, unified insight that teams can act on.

Built to HIPAA standards

We operate under a BAA. Administrative, technical and physical safeguards protect patient data at every step.

Role-based access

Front desk, billing, and leadership each see what they need — nothing more.

Audit trail

Every action on a patient item is logged with who, what, and when.

Multi-location

Every location in one workspace, with rules and reporting set for each site.

Ready to turn data into decisions?

See what SmartStatsPM finds in your data — no cost, no obligation.

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