DATAIX
REVENUE INTEGRITY

What your organization has billed is not always what it has collected.

Dataix runs a forensic reconciliation across your clinical records, billing ledgers, and payer remittances simultaneously. The gap between them is where your revenue has gone. We find it, document it, and hand your team a line-item list of what to recover.

$48.4B

Net revenue leakage across U.S. hospitals in 2025

25%

Year-over-year increase from the prior period

4–9%

Recoverable gap in post-acquisition environments

THE MANDATE

The gap between what was delivered and what was collected has never been formally measured.

Every organization operates three data streams simultaneously. Clinical systems record what was delivered. Billing systems record what was invoiced. Payer systems record what was paid. These systems were designed independently, built independently, and have always reported independently.

The intersection of all three — the layer where revenue is either captured or lost — has never been the subject of simultaneous forensic analysis at the individual account level. Standard Revenue Cycle Management platforms operate on a single data source in isolation. No existing vendor was designed to reconcile all three at once. The gap that results is structural, systematic, and in post-acquisition environments, significant.

This is the function of FORT — Dataix's proprietary reconciliation engine — and it has never existed before in this form.

Dataix was founded on one premise: that the revenue already owed to an organization should not remain invisible because the tools to surface it had not yet been built.

50% of denied claims across U.S. hospitals are never resubmitted — representing the industry's largest category of abandoned recoverable revenue.

Post-acquisition environments consistently produce leakage in the upper range of documented benchmarks, compounding quarterly until formally measured.

The median final claim denial rate reached 2.7% in 2025 — up from 2.5% in 2024 and rising.

CORE COMPETENCIES

Three disciplines. One unified forensic practice.

EBITDA INTEGRITY

The Firm identifies and certifies revenue gaps that distort EBITDA reporting — specifically in environments where clinical delivery data and billing ledger data have diverged without detection. Every finding is structured for board presentation and institutional investor review.

FORENSIC RECOVERY

Through the application of the Clinical-to-Ledger Methodology, the Firm surfaces recoverable revenue that has accumulated outside the visibility of standard reporting. Each finding is quantified, attributed to a specific account or payer relationship, and delivered as an immediately actionable document for the Client's revenue operations team.

POST-MERGER RECONCILIATION

Merger and acquisition integration creates the most complex billing environment in institutional healthcare. The Firm conducts systematic cross-entity reconciliation — mapping legacy clinical telemetry against new billing infrastructure to identify where the integration has introduced structural gaps in revenue capture.

WHO WE ADVISE

The Firm advises private equity partners, bankruptcy trustees, and institutional healthcare boards.

PRIVATE EQUITY PORTFOLIOS

Pre-exit forensic audits, data room integrity documentation, and EBITDA protection across multi-site healthcare portfolios. Findings are structured for disclosure to LP committees and prospective acquirers.

BANKRUPTCY ESTATES AND RESTRUCTURING

Recoverable revenue identification and certified forensic documentation structured for court submission and creditor recovery proceedings. The Firm has experience working alongside Chief Restructuring Officers in active Chapter 11 environments.

ACADEMIC MEDICAL CENTERS

Teaching physician billing reconciliation, research fund flow analysis, and multi-entity gap identification across complex institutional environments where standard RCM systems were not designed to operate.

HIGH-GROWTH TECHNOLOGY COMPANIES

Usage-based billing reconciliation at scale — identifying the systematic gap between platform telemetry and invoiced amounts before investors, acquirers, or regulators surface it independently.

SELECTED ENGAGEMENTS

A record of material findings.

Client identities are held in strict confidence in accordance with our engagement agreements. The following characterizes the nature and scale of completed advisory work.

POST-ACQUISITION RECOVERY

Revenue Leakage Identification Following Multi-Hospital Acquisition

Following the acquisition of a distressed hospital network by a regional health system, the Firm conducted a forensic reconciliation of legacy clinical telemetry against the acquiring entity's billing infrastructure across four facilities. The engagement identified systematic charge trigger failures and payer contract rate mismatches that had accumulated undetected since the acquisition close date. A certified Recovery Document and Revenue Integrity Certificate were delivered for board and creditor committee review.

Scope: Four-facility network | Environment: Post-acquisition integration | Jurisdiction: Mid-Atlantic

PRE-IPO EBITDA INTEGRITY

EBITDA Certification for a Multi-State Health System Preparing for Public Offering

Engaged by the Chief Financial Officer of a multi-state health system in preparation for a public offering, the Firm conducted a simultaneous forensic reconciliation across the organization's full facility portfolio. The engagement surfaced payer contract rate variances and remittance shortfalls that had not been reflected in prior-period financial reporting. Certified findings were incorporated into S-1 filing documentation and investor due diligence materials.

Scope: Multi-state portfolio | Environment: Pre-IPO preparation | Engagement type: EBITDA integrity certification

BANKRUPTCY ESTATE ADVISORY

Recoverable Revenue Documentation for a Chapter 11 Estate

Retained by the Chief Restructuring Officer of a health system operating under Chapter 11 bankruptcy protection, the Firm produced a forensic account of unrecognized revenue across the estate's remaining operational facilities. Findings were structured for submission to bankruptcy court and incorporated into creditor recovery proceedings. The engagement provided certified documentation of recoverable assets within the estate, supporting the trustee's recovery mandate.

Scope: Multi-facility estate | Environment: Active Chapter 11 | Engagement type: Creditor recovery documentation

ENGAGEMENT STRUCTURE

Structured for organizations that cannot afford ambiguity.

Every Dataix engagement begins with a direct conversation with the senior financial leadership of the organization. The Firm assesses the specific integration environment, data availability, and organizational context before proposing a defined scope of work.

Fees are structured based on the scale, complexity, and urgency of each engagement. We do not publish standard rates because no two engagements are identical. What every engagement produces is consistent: a forensic reconciliation of the specific data environment, a line-item Recovery Document, a comprehensive Revenue Integrity Report, and a signed Revenue Integrity Certificate.

Every engagement is governed by a formal Statement of Work and Master Services Agreement. Data provided to the Firm is held in strict confidence and destroyed within 30 days of engagement completion.

Submit a Request for Proposal →
Traditional AdvisoryDataix
Deliver recommendations
Deliver certified findings
Require system access and extended timelines
Require only read-only data exports
Operate on one data source
Simultaneous three-source reconciliation
Findings require interpretation
Findings are immediately actionable
Engagements measured in months
Structured for executive decision timelines
LONG-TERM INSTITUTIONAL STEWARDSHIP

Revenue integrity is not a one-time event.

Organizations that have completed an initial forensic engagement have the option to establish a Long-term Institutional Stewardship arrangement with the Firm. Under this program, the Firm conducts regular reconciliation cycles, monitors for drift and emerging gap categories, and delivers executive reporting to senior leadership and audit committees on a defined cadence.

Stewardship arrangements are available exclusively to organizations with completed initial engagements and are governed by a formal Master Services Agreement. They are structured based on system complexity, facility count, and reporting cadence requirements.

CONTINUOUS MONITORING

Regular reconciliation cycles against updated billing and remittance data, identifying new gap categories as they emerge.

EXECUTIVE REPORTING

Monthly reporting delivered to CFO, audit committee, or board as designated, in a format structured for immediate review.

CERTIFIED ANNUAL REVIEW

Annual Revenue Integrity Certificate renewal, providing ongoing documentation suitable for rating agency, regulatory, and investor review.

BEGIN AN ENGAGEMENT

The Firm is accepting new engagements.

Dataix works with a defined number of organizations at any given time to ensure the full attention of senior advisory leadership on every engagement. To begin a conversation, submit a Request for Proposal. All submissions are reviewed by a Managing Partner and responded to within one business day.

Engagements are available for immediate mobilization.

SUBMIT A REQUEST FOR PROPOSAL

Engagements available in:
Post-acquisition recovery
Pre-IPO integrity certification
Bankruptcy estate advisory
Ongoing institutional stewardship

Or contact the Firm directly at general@dataixai.com