The Firm's practice addresses three environments where the gap between clinical delivery and collected revenue becomes most consequential.
We take read-only exports from your clinical system, billing ledger, and payer remittance files. We run a multi-pass reconciliation across all three simultaneously, at the individual account level. Every discrepancy is identified, classified in dollar terms, and attributed to a specific account or payer relationship. The result is a certified, line-item document that your revenue operations team can act on immediately.
When a health system acquires a hospital, the billing infrastructure rarely merges cleanly. Legacy clinical records from the acquired facility fail to map onto the new billing system, and procedures delivered before and after close go uninvoiced without any flag appearing in standard reporting. We identify every gap created by the integration, attribute it by account and facility, and document what is recoverable.
For active health systems not in an acquisition, billing drift accumulates quarter over quarter without triggering any alert in standard RCM platforms. A scheduled forensic reconciliation run catches new gap categories before they compound, giving finance leadership a verified revenue figure rather than a reported estimate.
For PE-backed health systems preparing for an exit or IPO, unrecognized revenue distorts EBITDA and creates exposure during due diligence. We conduct a forensic reconciliation of the full revenue recognition layer and deliver a certified baseline structured for data room inclusion, S-1 documentation, and LP review.
Every reconciliation engagement is powered by FORT — Forensic Operations Revenue Technology — Dataix's proprietary engine. Learn more about FORT.
Revenue figures in pre-transaction environments are often unverified estimates. Unrecognized gaps distort EBITDA, affect valuation, and create post-close liability. The Firm conducts a forensic reconciliation of the revenue recognition layer across the full portfolio and delivers certified findings structured for S-1 filings, investor due diligence packages, and LP disclosure materials. Every finding is supported by source documentation traceable to individual accounts, procedures, and payer records.
Acquirers and their counsel increasingly require a verified revenue baseline before close. The Firm produces a forensic account of the target organization's revenue position — identifying any gap between reported revenue and confirmed collectibles — structured for inclusion in the data room and third-party review. Findings are traceable to source records and structured to withstand scrutiny from outside counsel and independent auditors.
The Firm's EBITDA certification confirms the revenue recognition layer has been forensically reconciled across the full facility or business portfolio. The certificate documents the organization's verified revenue position, identifies any unrecognized gap, and provides a signed deliverable suitable for S-1 filing documentation, rating agency presentation, and investor committee review.
Organizations that have completed an initial forensic engagement can establish a stewardship arrangement with the Firm. Under this program, the Firm conducts regular reconciliation cycles, monitors for new gap categories as billing environments evolve, and delivers executive reporting to senior leadership on a defined cadence. Stewardship arrangements are available exclusively to organizations with a completed initial engagement and are governed by a formal Master Services Agreement.
Regular reconciliation cycles against updated billing and remittance data, identifying new gap categories before they compound. Each monitoring cycle produces an updated Recovery Document that reflects the current state of the organization's revenue position, structured for direct review by finance leadership and audit committees.
Monthly reporting delivered to the CFO, audit committee, or board as designated. Each report documents the revenue position, identifies any new gap categories identified in the prior period, and provides an updated certification of the organization's revenue integrity status. Format is structured for immediate review without interpretation required.
All submissions are reviewed by a Managing Partner and responded to within one business day.