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PORTFOLIO RECOVERY ANALYTICS SOFTWARE

Turn claim-level findings into a portfolio-level recovery range.

BETA

Portfolio recovery analytics software from Medrecords AI aggregates cited billing, provider, and inconsistency signals into an estimated recoverable-value range with a confidence level and an executive-ready audit report — every estimate linking back to its evidence. Live in beta, refined hands-on with early carrier and TPA customers.

A range, never a promise: identified, validated, pursued, and recovered value stay separate, and nothing counts as recovered until it's actually realized.

Portfolio recovery snapshot Q2 book
Identified (range) $1.8M–$2.4M · med. conf.
Validated by your team $860K
Pursued $410K · in process
Recovered counted only once realized
Four stages, kept separate on purpose — a range is not a recovery.
Status BETA · in active testing
Built on billing, provider, and inconsistency signals your team is already reviewing, rolled up into one portfolio view — refined hands-on with early carrier and TPA customers.

From flagged findings to one portfolio range.

Billing outliers, provider patterns, and documented inconsistencies already surfaced across the book get aggregated into a single estimated recoverable-value range with a confidence level — instead of a claim-by-claim spreadsheet someone has to add up by hand.

Every dollar in the range traces back to its claim and source
Confidence shown alongside the range, never a bare number
Signal sources rolled up
Billing outliers cited
Provider pattern flags cited
Inconsistency signals cited
Each contributing signal is the same cited evidence your reviewers already see.
Executive audit report
Identified → validated shown
Validated → pursued shown
Pursued → recovered shown
Every stage transition is visible; nothing is presented as realized savings early.

Four stages, kept separate on purpose.

Identified, validated, pursued, and recovered value never get collapsed into one headline figure. The report shows the full funnel, so an executive audience sees exactly how much is a modeled estimate versus money that has actually come back.

Recovered value only counted once it's actually recovered
Executive report shows the full funnel, not just a top-line number
Division of labor by design
Identified a modeled range, confidence shown
Validated confirmed by your team
Pursued actively worked
Recovered counted only when realized
The boundary

A range with a confidence level. Never a promise.

Portfolio Recovery Analytics always shows a range, never false precision, and keeps identified, validated, pursued, and recovered value strictly separate on every report.

Projections are never presented as realized savings, and every estimate links to the contributing evidence behind it, so a CFO or claims executive can verify the number rather than simply trust it.

See Claims Billing Ledger

From claim-level signals to a portfolio report.

Three steps, built on data your team is already citing.

STEP 1
Signals aggregated across the book

Billing, provider, and inconsistency signals already flagged on individual claims roll up portfolio-wide.

STEP 2
Range & confidence computed

A portfolio-level recoverable-value range is modeled, never a single false-precise figure.

STEP 3
Executive report generated

Identified, validated, pursued, and recovered value shown separately, every line cited.

Who reports recovery with it.

Built for the teams that own the number and the teams that ask for it.

FAQ

Portfolio recovery analytics, answered.

Yes, in beta. It's live and testable now on your own portfolio; we're refining it hands-on with early carrier and TPA customers, and if your use case is a good fit we'll work with you directly.

No. It shows a range and a confidence level, never a promise. Identified, validated, pursued, and recovered value are always kept separate, so nothing is presented as realized savings before it's real.

Identified is a modeled range from cited signals. Validated is confirmed by your team. Pursued is actively being worked. Recovered is money that has actually come back — the only stage counted as a result.

Yes. The report is built to be executive-ready: the range, the confidence level, and the four-stage funnel, with every contributing signal cited for anyone who wants to check the work.

Billing-ledger discrepancies, provider patterns, and inconsistency signals already surfaced elsewhere on the platform — each one cited to its claim and page before it ever reaches the portfolio view.

Related capabilities.

Portfolio-level reporting draws on the same cited claim-level findings across the platform.

See your portfolio's recovery range.

Join the beta and turn your own claim-level findings into a portfolio recovery range and executive report. Or book a quick walkthrough first.