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Modernizing Clinical & Financial Reporting for Mendwell Health
SolisRx helped a growing multi-site specialty practice operator move from clunky Excel-based reporting workflows to automated reports and real time executive dashboards.
Result
40 hrs/mo
Executive time saved
Challenge
Limited leadership visibility into clinical performance, provider productivity, and financial outcomes.
Solution
Automated PowerBI-based analytics foundation that scales with the business.
Company
Mendwell Health
Industry
Health Care
Services
Data Analytics Automation
Problem
Mendwell Health, a growing multi-site specialty clinic operator, had all reporting heavily dependent on Excel-based workflows. Data sourced from Prompt EMR required manual reconciliation and refresh cycles, limiting leadership visibility into clinical performance, provider productivity, and financial outcomes.
The approach was error prone, time consuming, and not scalable as the organization expanded.
Action
- Designed and implemented a modern reporting architecture
- Prompt EMR data ingested into Snowflake
- Legacy Excel reports migrated into Power BI
- Built executive dashboards and paginated reports
- Supported operational, clinical, and financial decision making
- Partnered directly with leadership to define metrics, validate outputs, and align reporting with partner and investor expectations
Result
The transition from manual reporting in Excel spreadsheets to an automated PowerBI layer enabled:
- Scalable Report
- Improved accuracy
- Reduced reporting cycle time
- Reliable performance metrics
- Standardized dashboards and reports suitable for both internal management and external partner reporting
- A durable analytics foundation that scales with the business
The unified, automated, real time analytics saved the executive team over 40 hours per month spent in manual data pulls.
