Take it with you
Each published month has a one-page summary for the partners’ meeting: the four numbers, what needs attention, the top of each breakdown, and a footer counting how every figure reconciled with athena. It prints on one or two Letter pages in black and white.
Every role can download a month-by-month table that opens cleanly in Excel, plus the audit files (values, reconciliations and lineage), free in the base product and limited to what that role can see. The Practice Administrator also has a full audit trail of who did what.
Everything here is fictional: Ridgeline Health Partners, its people and its numbers. The engine is real and tested, and the athena connection is ready for credentials.
Resetting puts the seeded year of runs back as it was, with last month’s draft blocked again.