Build an MSO cost dashboard
Give leaders one view of open medical site costs.
Keep each row tied to one entity and site. Keep the lease year clear too.
AdvancedMD describes shared views for multi-site medical groups. It does not test CAM charges.
The top view tracks status. The drill-down keeps each source fact.
Set the row key
Use this four-part key:
Entity + site + lease + statement year
Do not make one row for a whole group. That hides lease and year changes.
The signed lease and CAM files still control each review.
Define the main fields
Give each row these fields:
| Field | What it holds |
|---|---|
| Entity | Legal client name |
| Site | Street or firm site code |
| Lease | Signed lease name |
| Statement year | CAM period under review |
| Landlord | Name shown on the bill |
| Statement date | Date printed on the statement |
| Delivery proof | Email or other receipt |
| Notice text | Exact signed lease words |
| Possible notice date | Sourced date needing review |
| Cost change | Current and matched past amount |
| Change type | Known cause or open question |
| Source files | Lease, statement, and cost support |
| Review state | Current work label |
| Reviewer | Named firm owner |
| Counsel flag | Yes, no, or open |
| Next decision | One clear action |
Do not label a possible notice date as final. Let counsel guide unclear rights.
Occupier lists site views and key lease dates. It also names total site costs and CAM true-ups.
Those fields can shape the view. They do not prove a client result.
Use five review states
Give each row one state. Each label must have one test.
Unreviewed
The row exists, but no file check is done.
Missing support
A core source is absent. Name the missing file and its owner.
Needs review
The source set shows a cost question. A reviewer has not approved it.
Partner approved
The named firm reviewer checked the source and math. The row records that signoff.
Closed
The row has a source-backed close reason. Closed does not mean money returned.
A row should not jump to firm signoff. Check its sources first.
Set the evidence flags
The dashboard needs file checks beside every state.
Use these flags:
- Signed lease present
- Signed changes present
- CAM statement present
- Delivery proof present
- Cost support present
- Share worksheet present
- Clause cite present
- Statement line present
- Math checked
- Counsel need checked
The medical office CAM guide names the lease and CAM statement. It also names cost detail and share worksheets.
That page gives a source file list. It does not prove a charge error.
A green summary needs all required flags. Do not hide one missing file.
Build the top view
Leaders need a short work view. Show counts, not money claims.
Use these tiles:
| Tile | What it counts |
|---|---|
| Sites loaded | Unique site keys |
| Rows unreviewed | Rows with no file check |
| Missing support | Rows with named file gaps |
| Ready for firm review | Rows with full source checks |
| Counsel flags | Rows with open legal meaning |
| Closed rows | Rows with close reasons |
Do not show a recovery total. The dashboard tracks review state.
CLA ties CAM review to portfolio views. Its article also centers lease terms and annual CAM review methods.
It does not support these tile names. Those fields are this guide's model.
Keep the drill-down
Every tile must lead back to rows. Every row must lead back to proof.
Use this path:
Tile -> row -> lease clause -> statement line -> reviewer note
Do not copy a total without that path. A source link makes review repeatable.
The note should name the math inputs. It should also name the decision owner.
Walk one sample dashboard
This example is fictional. The names and amounts are made up.
Harbor MSO holds three site rows for 2025.
| Site | Change | State | File gap | Next decision |
|---|---|---|---|---|
| Cedar | $4,200 | Needs review | None | Firm review |
| Elm | $2,800 | Missing support | Cost detail | Ask landlord |
| Pine | $0 | Closed | None | Keep close note |
Cedar has a source-linked question. The firm has not approved it.
Elm cannot enter firm review. The cost detail request stays on its row.
Pine closes with no review item. Its source packet remains linked.
The top view shows three loaded sites. It shows one missing support row.
It also shows one row ready for firm review. It promises no result.
Set dashboard ownership
The MSO or advisor owns the dashboard. Name one person for each state change.
Keep patient revenue reports separate. They do not prove landlord charge issues.
Define service scope with the medical lease advice guide.
Feed site rows from the medical CAM queue.
Match cost rows to the medical margin bridge.
Place this dashboard in your RCM offer.
Compare dashboard paths in the growth hub.
Find more site guides in the expense hub.
Where CAMAudit fits
Healthcare RCM consultants choose the eligible site rows. They still own the dashboard.
CAMAudit can flag CAM items from supplied lease files. It can cite source lines.
Your firm reviews and signs the branded CAM audit. Then you approve the dashboard row.
A reviewed item may support a dispute letter draft. Your firm reviews the draft.
It is not legal advice. Have counsel review before sending.
Use the service line guide to set the work.