Hard ROI, documented across engagements. Not a sales projection. In healthcare finance, conservative and defensible beats impressive and vague every time.
Client partner, Eastern Washington
Situation. A provider with volatile allowances and a realization rate of 27 percent, where month-end routinely surprised Finance.
Approach. Income Statement Aligned RCM with daily B41C measurement, payer-level targets and the Grail for account-level valuation.
Result. A steady, budgetable 5 percent net revenue increase and realization improved from 27 to 32 percent since 2022.
Founding client partner, since 2007
Situation. A system that wanted to manage its receivable as a narrative, not a static balance, long before the industry had words for it.
Approach. Dispositional receivables management (2008), self-pay risk-based segmentation (2008), income statement aligned RCM (2011) and predictive segmentation (2014).
Result. Each practice later became an industry talking point, several years after Excalibur had already hardwired it.
Additional case studies are published with client permission. Ask us for references in your region and facility size.
Where Excalibur and its founding client partner started, versus when the industry started talking about it, versus when the industry adopted it.
| Strategy or initiative | Excalibur started | Industry started talking | Industry adopted |
|---|---|---|---|
| Dispositional Receivables Management | 2008 | Rarely discussed | Still not effectively adopted |
| Self-Pay Risk-Based Segmentation | 2008 | 2009 | 2012 |
| Income Statement Aligned RCM | 2011 | 2020 | Still not effectively adopted |
| Self-Pay Predictive Segmentation (Merlin Predictor) | 2014 | 2017 | 2017 |
Trusted alongside
Documented outcomes include a 30 percent improvement in denial rate through enhanced prevention and recovery, a 2 to 5 percent increase in new net revenue through reduced contractuals and bad debt expense, and $150,000 to $200,000 in staffing expense reallocation or reduction per engagement, on average.
The daily cadence makes movement visible within the first month-end close. Net revenue and realization gains compound over quarters; an Eastern Washington client partner has posted a steady, budgetable 5 percent net revenue increase and improved realization from 27 to 32 percent since 2022.
The Readiness Assessment returns the economic opportunity, the first pillar to address and a roadmap with timing and cost.
