EXCALIBURDATA DRIVEN PERFORMANCE MANAGEMENT
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The company

About Excalibur

A healthcare finance and revenue cycle performance management, analytics and outsourcing firm. Founded in 2007 in Grand Junction, Colorado. Staffed throughout the United States.

The story

Why a sword, a dragon and a wizard.

Zane Newitt began his career working in provider settings of every kind while completing formal education in the field. By 2007 he had seen the same pattern enough times to name it: revenue cycle teams managed by aging buckets and days in A/R, while the CFO managed an income statement the business office never saw. Excalibur was founded to close that gap, with a radical commitment to converting gross revenue into cash in a rapid, compliant fashion, and to a culture of data-driven decision making.

The Arthurian names came later, and they stuck for a reason. We work in an industry of nine-figure problems and eleven-letter acronyms. The Round Table is a seven-step journey where every seat has a job. AskMerlin illuminates what the data says. The Lady of the Lake studies what happened to a cohort. The Grail is the month-end close. Gwen gets the right account touched at the right time. Serious work does not require a joyless brand. The dragons are for us. The results are for you.

“Excalibur is a purpose-driven organization that works with both providers and vendor partners to solve complex business problems using principles of data-driven performance management.”Company charter
Excalibur app splash screen: the seven-step Round Table rising from a Welsh dragon coffee cup at sunrise
2007
Founded

Grand Junction, Colorado. First client partner engagement begins.

2008
Dispositional and risk-based

Dispositional receivables management and self-pay risk-based segmentation go live, years before the industry.

2011
Income statement aligned

Revenue cycle run from the income statement, nine years before the industry started talking about it.

2014
Merlin Predictor

Self-pay predictive segmentation; the industry adopts it in 2017.

Leadership

The team behind the model.

Leadership built its career inside provider revenue cycle operations, supported by a diverse team of directors and analysts across the U.S. More than sixty client engagements, from small rural Critical Access hospitals to large for-profit systems.

Zane Newitt, CEO and Founder

Zane Newitt

CEO and Founder

Began his career inside provider revenue cycle teams while completing formal education in the field. Founded Excalibur in 2007 on one conviction: the revenue cycle should be run from the income statement, and measured every day.

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Kelsey Ross, Chief Revenue Cycle Officer

Kelsey Ross

Chief Revenue Cycle Officer

Owns AskMerlin: the platform, the data warehouse and the discipline behind it. The required sign-off on anything touching client data, security or compliance.

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Jenna Fournier, Assistant to the CEO

Jenna Fournier

Assistant to the CEO

Keeps the founder's calendar, correspondence and client follow-through on track.

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Lauren White, VP, Professional Services

Lauren White

VP, Professional Services

Leads the consulting practice, from Readiness Assessment through hardwiring. The second voice on every engagement and the keeper of the delivery playbooks.

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Julie Harn, VP of RCO, Patient Engagement

Julie Harn

VP of RCO, Patient Engagement

Runs revenue cycle operations and patient engagement: self-pay, digital patient experience and the dispositional workflow that decides which accounts deserve a touch.

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Larren Oliver, VP, HR, Talent and Retention

Larren Oliver

VP, HR, Talent and Retention

Builds and keeps the team of directors and analysts across the U.S. who staff every engagement.

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Shantel Wills, Senior Director, RCM, Patient Engagement

Shantel Wills

Senior Director, RCM, Patient Engagement

Directs patient engagement operations and the quality program behind them.

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Kristin Ward, Senior Director, RCM Operations

Kristin Ward

Senior Director, RCM Operations

Directs back-end revenue cycle operations across client engagements.

Natosha Tew, Director, Shared Services

Natosha Tew

Director, Shared Services

Runs shared services and the operational backbone that keeps engagements moving.

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Cass Anderson, Chief Revenue Officer

Cass Anderson

Chief Revenue Officer

Leads Excalibur's revenue function: pipeline, partnerships and the Readiness Assessment on-ramp. Builds the sales system so the founder can stay in the work he does best, and runs it from the same income statement the clients do.

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Founded

2007

Nearly two decades of hands-on revenue cycle operations, consulting and analytics.

Engagements

60+

Critical Access and rural facilities through large for-profit health systems.

Headquarters

Grand Junction, CO

Satellite office in North Carolina. Staff throughout the United States.

Next step

Talk to the people who will do the work.

Every Readiness Assessment is led by a member of the leadership team. Schedule a conversation.