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The Intelligence dashboard

Your organization-wide view of compliance: where money and regulatory risk sit, what is overdue, and what to tackle first.

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Written by Sergey Yudovskiy

Compliance > Intelligence is the top-down view across all of your active patients. If you own a program or lead compliance, this is the screen to start your day on. Its subtitle sets the tone: these are risk magnitudes, not a pass or fail score.


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The Intelligence dashboard with exposure and open-problem tiles

The Intelligence dashboard shows exposure at the top and where problems concentrate below.


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The headline tiles

  • Financial exposure: the denial and clawback dollars sitting across your open findings.

  • Regulatory exposure: how many regulatory findings are open across current evaluations.

  • Active patients, and the number of evaluated entities behind them, so you know the scale being reviewed.

  • Open problems: the total count of open compliance issues.

  • Breached now: items past their deadline that need action today.

  • On watch: timers that are running but have not breached yet, which is your early-warning list.


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Where the risk is coming from

Open problems by entity type ranks the areas driving the most issues, for example a state licensing zone, the master treatment plan, or a 42 CFR Part 2 readiness zone. The Problem mix chart shows the same breakdown visually. Together they tell you where to point your team for the biggest reduction in risk.


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Use the date range at the top to focus on a period, Ask AI to ask questions of the data in plain language, and Export to pull the numbers into a report or a board deck.

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