EXCALIBURDATA DRIVEN PERFORMANCE MANAGEMENT
Call 877-505-1454Schedule assessment
Healthcare revenue cycle, run from the income statement

Income Statement Aligned Revenue Cycle Management

Close the month in two business days, with no surprises. Excalibur embeds revenue cycle experts who have run hospital business offices, makes their work visible through the AskMerlin analytics platform, and hardwires the result into your income statement. We call it Merlin as a Service.

  • Founded 2007
  • 60+ client engagements
  • Critical Access to large systems
  • Trusted alongside Geisinger, Tampa General and MercyHealth
30%
Improvement in denial rate
through enhanced prevention and recovery
2 to 5%
New net revenue
through reduced contractuals and bad debt expense
$150 to 200K
Staffing expense reallocated
per engagement, on average
2 days
Month-end close, or less
a Revenue Cycle Income Statement in two business days

Hard ROI, documented across client engagements. Not a sales projection. See results.

  • Astria Health
  • MercyHealth
  • Geisinger
  • Tampa General
  • Arches Medical
  • Family Health West
  • UT Medical Center
The client journey

The Round Table

Seven steps, one spine. Click any seat at the table to see what happens there, and what it means on your income statement.

ASSESS1TARGETING2MEASURING3CONSULTING4DOING5VALUING6CLOSING7EXCALIBURDATA DRIVEN PERFORMANCE MANAGEMENTOpportunity to Clarity. Every Month.
STEP 1 OF 7

Assess

Excalibur measures and calculates your organization's real economic opportunity: the gap between the net revenue you book and the net revenue your contracts, volumes and payer mix should produce. A precise economic opportunity analysis, not a generic assessment.

You get a number you can defend to the board.

STEP 2 OF 7

Targeting

From the assessment, Excalibur suggests powerful targets at both an executive level (cash, net days, A/R over 90, net denial impact) and a tactical level (payer-specific, function-specific), so every leader knows the where and the why.

Targets that reconcile to the income statement, not to a dashboard.

STEP 3 OF 7

Measuring

Excalibur teaches, or helps implement, an approach and a cadence for measuring key leading and lagging indicators against the recommended targets. Daily, weekly and monthly. Before the first cup of coffee.

The story of the month is visible on day six, not day thirty-two.

STEP 4 OF 7

Consulting

Where opportunities arise, Excalibur applies Pillars, Objectives, Strategies and Tactics (POST) to solve complex business challenges and improve cash flow, net revenue, realization and receivables.

Operators who have run the business office, not a slide deck.

STEP 5 OF 7

Doing

Where desired, Excalibur provides staff augmentation or strategic outsourcing to help you resolve business challenges and hardwire success. Full back-end revenue cycle, self-pay, payment discrepancy resolution, legacy A/R run-out and more.

Capacity on demand, measured against the same targets.

STEP 6 OF 7

Valuing

As a trusted revenue cycle adviser, Excalibur delivers industry-leading, account-level A/R valuation and the actionable insights that maximize financial performance. Multiple methods, triangulated, so Finance sees its largest asset from more than one angle.

Reserves your auditors, your board and your bond rating can rely on.

STEP 7 OF 7

Closing

Excalibur partners with CFOs and revenue cycle teams to accelerate month-end close with proactive insights and a Revenue Cycle Income Statement delivered in two business days or less.

Manage cash instead of answering month-end questions for ten days.

  1. Assess. Measure the real economic opportunity.
  2. Targeting. Set targets at the executive and tactical level.
  3. Measuring. Install the cadence of leading and lagging indicators.
  4. Consulting. Solve the complex problems the data surfaces.
  5. Doing. Augment or outsource where capacity is the constraint.
  6. Valuing. Value the A/R at the account level.
  7. Closing. Close the month in two business days.
The model

Merlin as a Service. Not Software as a Service.

We do not sell software with services attached. We sell embedded revenue cycle expertise, illuminated and hardwired by AskMerlin, our analytics platform. The expertise is the product. The platform is how you see it working.

01

Revenue Cycle Experts

Embedded, consultative healthcare finance professionals who have run hospital business offices. Not a software vendor with a support line.

See professional services
02

Illuminated by AskMerlin

Our analytics platform does not replace the expertise. It makes the outcome visible every month, at the payer level, down to the account.

See the platform
03

Hardwired Performance

Not a dashboard to interpret. A result, delivered and sustained, with the discipline of daily measurement behind it.

See results
The platform

Seven apps. One version of the truth.

AskMerlin anticipates how different roles consume data. Each application is built for the person who lives in it every day, from the CFO's daily summary to the analyst's unlimited drill-down.

Explore AskMerlin

Who we serve

Built for the CFO who wants the numbers to hold.

Excalibur works with providers of every size and type, from Critical Access and rural facilities to large for-profit systems. The fit is about the leader, not the logo.

Not a fit

  • Large systems performing well and already saturated with consultants.
  • CFOs who need help but will not empower it.
  • Revenue cycle VPs whose CFO is not aligned.
Why Excalibur

Hands stained with the red ink of the UB-04.

Our leadership and staff built their careers inside provider revenue cycle teams, not in a classroom. That is what lets us combine custom solutions with universally proven revenue cycle principles, instead of recommending a cookie-cutter approach from a firm that has never worked a Friday close.

“Every employee at Excalibur, from the janitor to the CEO, knows that allowance volatility is the enemy.”Zane Newitt, CEO and Founder

Meet the team and read the story

The Excalibur Round Table rising from the B41C coffee cup: the seven-step client journey illustrated in the Excalibur app splash screen

Excalibur at a glance

Company
Excalibur Data Driven Performance Management (Excalibur DDPM)
Founded
2007, by Zane Newitt
Headquarters
Grand Junction, Colorado; satellite office in North Carolina; staff nationwide
What it does
Healthcare revenue cycle performance management, analytics (AskMerlin) and outsourcing
Positioning
Income Statement Aligned Revenue Cycle Management
Engagement model
Merlin as a Service (MaaS): embedded expertise plus the AskMerlin platform
Buyers
Hospital and health system CFOs, controllers and revenue cycle leaders
Clients
Critical Access and rural hospitals through large for-profit systems; 60+ engagements
Phone
877-505-1454
Answers

Questions a CFO asks first

What is Income Statement Aligned Revenue Cycle Management?

Income Statement Aligned Revenue Cycle Management is Excalibur's approach of synchronizing every revenue cycle strategy, campaign, method and measurement with the provider's income statement and balance sheet. Instead of managing by days in A/R alone, leaders manage cash, contractuals, bad debt and net revenue at the payer level, daily, so the month-end close holds no surprises.

What is Merlin as a Service?

Merlin as a Service (MaaS) is Excalibur's engagement model: embedded revenue cycle expertise delivered alongside the AskMerlin analytics platform as one engagement. It is not software as a service. The expertise is the product; AskMerlin is how the outcome is illuminated and hardwired.

Who does Excalibur work with?

Excalibur works with healthcare providers of every size and type, from Critical Access and rural hospitals to large for-profit systems, and with the CFOs, controllers and revenue cycle leaders who run them. Engagements have included Astria Health, MercyHealth, Geisinger, Tampa General, Arches Medical, Family Health West and UT Medical Center.

Where is Excalibur located?

Excalibur Data Driven Performance Management is headquartered in Grand Junction, Colorado, with a satellite office in North Carolina and staff throughout the United States. The firm was founded in 2007 by Zane Newitt.

How does an engagement start?

Most engagements begin with the Excalibur Readiness Assessment: one diagnostic that scores your organization against the Pillar Approach and the 7 Principles of Data Driven Performance Management, and returns a ranked pillar profile, a maturity snapshot and a roadmap. No obligation and no outsourcing required.

Next step

Start with a Readiness Assessment.

One diagnostic, two lenses. A ranked pillar profile, a maturity snapshot and a roadmap. No obligation, no outsourcing required.