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Workflows as a Service for medical practices — and the vendors that support them.

Every vendor a practice depends on, working from one set of records.

Same records for its accounting firm, billing company, IT provider, MSO, legal counsel, marketing agency, staffing partner and suppliers.

The practice overview: charges, receipts, open A/R, days in A/R and net collection for the period, with an attention panel beneath.
Payor analytics: payor mix and realisation, with allowed amounts checked against the practice's fee schedule.
Charges by provider, by month: one panel per provider, every panel on the same scale so the heights compare directly.

Practice overview, payor performance and per-provider charges — demonstration data.

Enter a number once and every vendor sees it. The practice, its accounting firm, its billing company and its IT provider work from the same records, so the books close faster, nothing is re-keyed, and every figure shows where it came from.

See the workflows

A practice runs on eight functions and a dozen outside parties.

Accounting, billing, IT, legal, marketing, staffing and supplies. Jubilee Health reads the systems the practice already runs and gives each party a view of the same records. Nothing is re-keyed between them, and every figure shows where it came from.

  • 9Seatsone view for each party
  • 8Functionsaround every practice
  • 6Connections, not 15for six parties on one hub
  • ~90Security controlsacross eight domains
  • 1Set of recordsowned by the practice

The practice at the centre. Everyone it depends on, around it.

Each party signs in to a view of its own, and all of them work the same rows — so the request the firm sends is the request the practice answers, and the ticket the IT provider works is the one the practice raised.

The practice at the centre on one set of records it owns and controls, connected to eight parties: MSO or group, accounting firm, billing company, IT provider, legal counsel, marketing, HR and staffing, and supplies and inventory. MSO / group Accounting firm Billing company IT provider Legal counsel Marketing HR & staffing Supplies & inventory The practice one set of records it owns and controls
The practiceone set of records it owns and controls
  • MSO / group
  • Accounting firm
  • Billing company
  • IT provider
  • Legal counsel
  • Marketing
  • HR & staffing
  • Supplies & inventory

The practice decides who joins and what they see.

Workflows we support

Practice owners & managers

See what you are owed, what it cost, and what to do about both today — without becoming an analyst.

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MSOs & groups

Every member practice on one chart of accounts, with the variances converted into annual dollars.

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Accounting firms

Your whole client book in one workspace, and a month-end that closes on evidence instead of email.

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Billing companies

Both sides of the practice in one place, so payments, deposits and remits tie out for real.

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IT providers

The onboarding pipeline and the request queue, with an age on every stage and an alarm past fourteen days.

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Legal counsel

Agreements, BAAs and review dates, sitting next to the records and relationships they govern.

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Marketing

Spend measured against arrived patients and first-year receipts, not against clicks.

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HR & staffing

Headcount, credential expiries and payroll burden read against what the practice produced.

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Supplies & inventory

What is on hand, what expired, what is at or below cost, and what it runs per visit.

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The month-end close checklist: each step with its evidence, preparer and reviewer sign-off, and a close-metrics header showing days to close.
The month-end close, worked by the practice and its accounting firm in the same place — evidence attached per step, preparer and reviewer sign-off, and a locked period once it is done. Demonstration data.

Integrates data between the practice and its vendors.

Each number is entered once and reaches every party that needs it. Because the practice and its vendors are connected on the same records, repetitive data entry and the repetitive tasks around it are avoided, and the work between them runs as one streamlined process.

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Each number entered once

The request the firm sends is the request the practice answers. The ticket the IT provider works is the one the practice raised. Both sides read identical figures, so nobody reconciles two versions of the truth.

Every figure shows where it came from

Each one carries its source extract and its as-of date, and clicking an aggregate opens exactly the rows it counted. When something is not known yet, the page says so instead of showing a zero.

What needs attention arrives as a queue

Follow-up, unsigned notes, patient recall, document requests, deadlines and IT tickets each arrive as a queue with counts, owners and ages. The day starts with a list rather than a search.

Underpayments caught against contract

Allowed amounts checked against your own fee schedules, so a payor drifting below contract is a report rather than a suspicion. Unbilled revenue sitting in unsigned notes, and A/R past ninety days, both come with a worklist.

Workflows as a Service

One balance, across two seats, without a single handoff email.

This is what the name means. A workflow starts in one seat and finishes in another, and the record travels instead of the message.

1

Step 1 of 5

The charge lands with its provider, service date and CPT.

Practice

The visit is charged

Every number shows its work.

Dashboards fail when nobody trusts the figures. Each one here carries the file it came from and the date it was pulled, and clicking it opens the records underneath.

That standard binds the AI too. Recommendations cite the rows behind them, drafts wait for a person to approve them, and anything a model wrote is labelled as drafted rather than passed off as measured.

Collections, trailing 12 months

$2,847,310

SourceGeneral-ledger pull, reconciled to the charge ledger
As of31 July, 06:14
BasisDate of service

Opens the 4,212 payment lines this figure counts

Demonstration data.

Built to HIPAA and SOC 2, and enforced in the product rather than in a policy document.

Around ninety controls across eight domains, mapped to HIPAA, SOC 2 and NIST 800.

HIPAASecurity, Privacy and Breach rules
SOC 2Pending independent auditor review
NIST 800Control mapping and gap analysis

Access

  • Single sign-on, or a password with a mandatory second factor, behind a fail-closed allowlist
  • A role-by-capability-by-practice authorization matrix across sixteen capabilities, pinned by test
  • Per-practice grants with an explicit sharing scope, and an entitlements layer that can only narrow access, never widen it
  • Cross-tenant access without a grant is refused and audited. A twelve-month review date sits on every relationship, and nothing revokes itself

Patient data

  • A Business Associate Agreement gates every connection carrying patient data, and it is a record the practice executes itself
  • The accounting firm's view is de-identified by construction — no names, no dates of birth, no dates of service, no diagnosis codes
  • Routes carrying patient data are separated by class and refused outright unless the instance is enabled for it
  • Aggregates are collapsed below a floor so they cannot be differenced back to a person, and sensitive identifiers are dropped at the ingest adapter

AI

  • Every AI feature runs through one boundary that redacts patient-level detail before anything reaches a model
  • A source check fails the build if an AI call is moved outside its route guard, so the boundary cannot be broken by a refactor
  • Nothing reaches a patient or a referrer without a named person approving it. Every draft carries its approver

Platform and evidence

  • An append-only audit trail on every access decision
  • A content security policy without eval, a cross-site write guard, atomic writes, and an upload allowlist
  • Before every release, an automated gate signs in as each role and sweeps every view, so a permission regression cannot ship
  • Per-practice storage mirrored to cloud storage with backups, and a durability check on every new source. A practice that leaves loses a lens, not its books

The first cohort is free. The seats are filling.

Tell us which seat is yours and we will open it in order. It costs nothing, and no connection between two parties is ever charged for.

We will use what you send to contact you about the pilot, and for nothing else — no list, no sharing, and we delete it whenever you ask.

Free. No card, no call unless you want one.