Live phase tracking
The same four-phase view your engagement lead works from — Diagnose, Stabilize, Correct, Institutionalize — so you always know where things stand.
Client portal
Your engagement, visible in real time — not buried in email.
Every active client gets access to a live portal that mirrors what our team is working from: current phase, recovered dollars, and a running list of open items on both sides. Below is a sample view built with illustrative data, so you can see the format before you ever sign an engagement.
Sample Engagement — Regional Home Care Agency
Billing Unblock Package · Week 6 of 8DiagnoseComplete
StabilizeComplete
CorrectIn progress
InstitutionalizeUpcoming
$482,000Recovered to date
214Claims cleared
18Claims still open
6.2%Denial ratedown from 22%
Open items
- ✓Baseline denial root-cause auditOwner: EVV Consulting Group
- ✓State and payer requirement mappingOwner: EVV Consulting Group
- Submit resubmission batch #5Owner: EVV Consulting Group
- Finalize caregiver retraining scheduleOwner: EVV Consulting Group
- Upload Q2 aging reportOwner: Your team
- Confirm updated payer contact for Aetna escalationOwner: Your team
Recent activity
2 days agoPayer escalation submitted for claim batch #4 (Molina).
4 days agoWeekly leadership sync completed — recovery pacing ahead of plan.
1 week agoCaregiver retraining materials delivered for scheduler review.
1 week agoAwaiting Q2 aging report from client billing team.
What you get
Built so status is never a mystery.
Recovery metrics that update
Dollars recovered, claims cleared, and remaining exposure, refreshed as work happens instead of waiting for a monthly recap email.
Open items, both directions
One list of what we owe you and what we are waiting on from your team — nothing tracked only in someone’s inbox.
A real activity log
A timestamped record of escalations, submissions, and decisions, so nothing depends on remembering who said what on a call.
Next step
Schedule a focused review of your EVV and billing performance.
Bring your current denial trends, aging reports, and EVV challenges. We'll map a clear path to recovery — and tell you honestly if we're the right fit.