Getting started

Start with one patient panel.

Run a free analysis, see the opportunity, and expand into the full operating roadmap when the path is clear.

01

Upload one patient panel

Start with a CSV export from your EHR or reporting workflow.

02

Receive a de-identified analysis

ClinRev de-identifies patient data in the browser before returning the opportunity profile.

03

Review the opportunity

See program gaps, documentation flags, procedure opportunities, payer context, and action priorities.

04

Expand when ready

Move into patient-level detail, action planning, exports, and implementation support.

Engagement paths

Start free. Expand when the opportunity is clear.

Start here

Free Analysis

Run a de-identified panel analysis and see whether meaningful opportunity exists.

Best for: Practices that want a fast, low-friction first read on the panel.
  • Panel engagement profile
  • Aggregate program gaps
  • HCC opportunity preview
  • Payer Preview
When ready to execute

Implementation Roadmap

Move from aggregate visibility into patient-level findings, prioritization, and the operating plan required to capture the opportunity.

Best for: Teams ready to prioritize, sequence, assign, and operationalize.
  • Full patient-level analysis
  • Best Next Action engine
  • Action Plan Generator
  • Complete export and matching key
For advanced teams

Expansion Modules

Add deeper payer, provider, and financial planning capabilities.

Best for: MSOs, specialty groups, and operators evaluating larger revenue initiatives.
  • Payer View
  • Practice Pro Forma
  • Provider Analysis
  • Advanced benchmarking
What to expect

A practical path from first analysis to implementation.

Day 1

Run the free analysis

Upload a patient panel CSV. Review the panel engagement profile, program gaps, and HCC documentation flags.

Week 1

Understand the opportunity

Identify the highest-value programs, review patient-level findings, and confirm which gaps to prioritize.

Weeks 2–4

Build the operating plan

Use the Action Plan to assign ownership, sequence implementation, and confirm the financial model for leadership.

Month 1+

Operationalize and expand

Begin enrolling patients, track program metrics, and add capabilities — Payer View, Pro Forma, or Provider Analysis — as the practice scales.

What you need

No integration. No implementation project. No long setup cycle.

Begin with a standard patient panel export and evaluate whether the opportunity is real before taking on deeper work.

Patient panel CSV

A practical input for getting started.

Security review

A practical input for getting started.

Point of contact

A practical input for getting started.

Implementation owner

A practical input for getting started.

Get started

See what's in your panel.

Upload a CSV from any EHR. Get your full practice revenue analysis in under 60 seconds.