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CRIS

PRODUCT OVERVIEW GUIDE

A detailed but readable overview of CRIS capabilities and architecture.

Understand what CRIS is, what it connects and how the platform works before you evaluate individual features.

CRIS is a web-based revenue-cycle intelligence, operations and control platform for healthcare organisations.

It is designed for organisations that already have billing, clinical, financial or operational systems but still struggle to answer questions such as:

CRIS
Revenue Performance
Example workspace
Collections$8.42MCurrent period
A/R over 90 days31.4%Needs attention
Denial rate8.6%1,184 claims
Open exposure$1.26MUnder review
Revenue & collectionsSix-month trend
Investigate
AprMayJunJulAugSep
RevenueCollections
Investigation pathOld A/R increase
  1. SignalA/R over 90 days increased+14%
  2. FacilityWestview Medical Center42%
  3. PayerNorthStar Health Plan$418K
  4. WorkFollow-up overdue126
  5. OwnerCommercial Follow-up TeamAssigned
Questions such as:
  • Where is revenue getting stuck?
  • Why are collections different from expectation?
  • Which denials need action?
  • Which balances are becoming too old?
  • Are we being paid correctly?
  • Which facility, payer or service line is driving the problem?
  • Who owns the next action?
  • Can we trace the answer back to the source information?

CRIS brings those questions into one governed environment.

It does not simply produce another dashboard.

It connects source information, management intelligence, operational work, financial investigation, evidence and accountability.

In one sentence

CRIS connects revenue-cycle evidence to management understanding and accountable action.

That means CRIS can help an organisation move from:

“Something looks wrong.”

to:

“This is what happened, this is why it happened, this is what it affects, this is who owns it and this is what happened next.”

WHY CRIS EXISTS

Why CRIS exists

BillingPaymentsDenialsA/RFollow-upFinanceManagementAudit
CRISEvidence · Intelligence · Operations · ControlConnected revenue-cycle context

Why CRIS exists

Healthcare organisations often already have plenty of data.

The problem is usually that the information is fragmented.

A claim may live in one system.

The payment may appear somewhere else.

Denials may be managed in another report.

A/R may be reviewed in a spreadsheet.

Follow-up may happen through email.

Management may receive a monthly PowerPoint.

Finance may have a different reconciliation view.

Audit may need to reconstruct the entire story later.

CRIS is designed to connect those pieces without forcing the organisation to replace every existing source system.

CONNECTED OPERATING MODEL

The CRIS operating model

The CRIS operating model

CRIS can be understood as four connected layers.

1. Evidence

What actually happened?

This includes approved source information such as claims, payments, denials, balances, remittances and other configured revenue-cycle data.

2. Intelligence

What does the information tell us?

CRIS turns the source information into understandable signals, trends, exceptions, comparisons and management views.

3. Operations

What needs to happen next?

Claims, denials, appeals, A/R and follow-up can move into governed queues, assignments, due dates, escalation and closure.

4. Control

Can we explain the result and the action?

CRIS retains the context, rule history, evidence, ownership, approvals and activity needed to understand how an important result was reached.

These four layers work together.

01EvidenceWhat actually happened?
02IntelligenceWhat does the information tell us?
03OperationsWhat needs to happen next?
04ControlCan we explain the result and the action?

THE COMPLETE CRIS JOURNEY

01Source02Validate03Connect04Analyse05Prioritise06Assign07Act08Evidence09Close10Learn
Read the complete journey

The complete CRIS journey

Source → Validate → Connect → Analyse → Prioritise → Assign → Act → Evidence → Close → Learn

This is the basic CRIS flow.

Source

Bring approved revenue-cycle information into the platform.

Validate

Check that the information is usable.

Connect

Relate it to the appropriate organisation, facility, payer, provider, service line and operational context.

Analyse

Turn transactions into understandable signals.

Prioritise

Identify what deserves attention first.

Assign

Give the work to the right person or queue.

Act

Complete the investigation, follow-up, correction, appeal or other required work.

Evidence

Keep the supporting information with the activity.

Close

Record the outcome and why the issue is considered resolved.

Learn

Feed the result back into management intelligence so the organisation can see whether the underlying problem improved.

See the Full CRIS Journey

PLATFORM FOUNDATION

The platform foundation

The platform foundation

Before the individual CRIS intelligence products operate, they rely on a shared platform foundation.

That foundation provides the capabilities that should not have to be rebuilt separately for every module.

It can include:

Organisation structure.

Facilities and operating units.

Users and identity.

Roles and permissions.

Access control.

Patient Key.

Governed data intake.

Audit.

Lineage.

Workflow.

Notifications.

Attachments.

Search.

Configuration.

System administration.

Security controls.

The individual CRIS products sit on top of this common foundation.

CRIS ConnectSource intake runRevenue cycle feed · September
Source records13,450
Validated13,312
Exceptions138
Source registeredProfiledMappedValidateReconcileImport
ReconciliationClaims10,000 / 10,000
Submitted charges$4.80M / $4.80M
Payment records2,600 / 2,600
Denial records850 / 850

REVENUE CYCLE OPERATIONS

Revenue Cycle Operations

Revenue Cycle OperationsPriority work queueClaims, denials, A/R and follow-up
Work itemContextValueDueStatus
CLM-48392Denial follow-upNorthStar · Westview$18,240TodayDue
AR-20911A/R investigationMetroCare · Lakeside$42,9001 dayWorking
APL-11208Appeal responseHorizon · Westview$9,8402 daysSubmitted
PAY-77310Payment reviewNorthStar · Central$12,6103 daysReview
FindingWhat needs attention →QueueWhere work enters →OwnerWho is responsible →Due dateWhen action is required →EscalationWhen control tightens →EvidenceWhat supports the action →ClosureWhat happened next

Revenue Cycle Operations

Work the revenue cycle from the same environment in which you understand it.

CRIS Revenue Cycle Operations provides the day-to-day operational layer.

It is designed to support work around:

Claims.

Remittances.

Payments.

Denials.

Appeals.

A/R.

Follow-up.

Operational assignments.

Work status.

History.

The objective is to reduce the gap between seeing the problem and actually working the problem.

Explore Revenue Cycle Operations

CRIS INTELLIGENCE PRODUCTS

One platform, different questions.

CRIS Intelligence SuiteOne governed platform, four intelligence perspectives
COREExecutive viewCollections$8.42M
RCMOperationsOverdue work286
REVINTRevenue integrityOpen exposure$1.26M
STATSStatistical contextSignals outside range7

CRIS CORE

Executive revenue-cycle intelligence.

CRIS CORE provides the management layer.

It is designed to help executives and senior leaders understand overall revenue-cycle performance without forcing them into operational detail immediately.

It can cover areas such as:

Revenue.

Collections.

Cash conversion.

A/R.

Denials.

Payer performance.

Provider performance.

Facility performance.

Management attention signals.

Trend visibility.

Executive oversight.

Explore CRIS CORE
CRIS CORE answers management questions such as:

CRIS CORE answers management questions such as:

Are collections improving?

Where is revenue being delayed?

Is old A/R increasing?

Which facilities need attention?

Which payers are creating the most difficulty?

Where are denials increasing?

What changed from last period?

Which financial or operational signals are material?

What needs management attention now?

Management intelligence should lead somewhere.

Management intelligence should lead somewhere.

A KPI should not become a dead end.

If management sees that:

A/R over 90 days increased

CRIS should help the user continue toward:

The facilities contributing to the increase.

The payers involved.

The affected accounts.

The reasons outstanding.

The operational status.

The assigned owners.

That is how management intelligence becomes actionable.

One platform, different questions.

Different roles do not need the same interface.

CRIS is designed so different teams can work from the same governed information while seeing the context appropriate to their responsibilities.

For executives

Executives may focus on:

Revenue exposure.

Collections.

Cash.

A/R.

Denials.

Facility comparison.

Management priorities.

Material exceptions.

Explore CRIS for Executives

For finance teams

Finance may focus on:

Collections.

Payment behaviour.

Reconciliation.

Revenue exposure.

A/R.

Underpayments.

Financial evidence.

Explore CRIS for Finance

For audit, risk & controls

Audit and control teams may focus on:

Lineage.

Rule traceability.

Evidence.

Approvals.

Changes.

Control results.

Exceptions.

Accountability.

Explore Audit & Controls

For multi-facility organisations

Enterprise users may need to compare:

Facilities.

Regions.

Payers.

Providers.

Service lines.

Teams.

while preserving local access boundaries.

Explore Multi-Facility CRIS
Multi-facility architecture

Multi-facility architecture

See across the organisation without exposing everything to everyone.

CRIS is designed to support governed multi-facility environments.

This means:

Local teams can work within their approved facility scope.

Regional users can see authorised groups of facilities.

Enterprise users can see consolidated views.

Sensitive operational boundaries can remain controlled.

The objective is to support both local accountability and organisation-wide intelligence.

One truth does not mean one view.

One truth does not mean one view.

Executives may need organisation-level KPIs.

Facility managers may need local operational detail.

Finance may need financial reconciliation.

Audit may need traceability.

RCM teams may need queues and accounts.

The underlying information can remain connected even though the user experience differs by role.

SECURITY, GOVERNANCE & CONTROL

Governance

SecurityTenant, role and facility scopeTraceabilitySource, rule, action and evidenceIdentityPatient Key and controlled revealHistoryAudit, approvals and changes

Security architecture

Security is part of the operating model.

CRIS is designed around controls such as:

Tenant isolation.

Organisation and facility scoping.

Role-based access.

Patient Key.

Masked identity.

Controlled identity reveal.

Patient Identity Vault where configured.

Audit.

Lineage.

Private files.

Retention controls.

Privileged-access governance.

Production-readiness controls.

Explore Security & Trust
Tenant isolation

CRIS is designed to prevent one customer environment from simply crossing into another.

This control should extend beyond navigation.

Knowing another record ID or guessing a URL should not create access.

Authorisation must still apply.

Role and scope

Access can depend on:

Who the user is.

What role they hold.

What permission they have.

Which organisation they belong to.

Which facilities they are allowed to see.

Which functions they may perform.

This is more controlled than assuming every logged-in user can see the entire platform.

Patient identity

Patient identity should not be visible simply because the data exists.

CRIS is designed to support identity minimisation through:

Patient Key.

Masking.

Controlled reveal.

Identity Vault architecture where applicable.

The objective is to make direct patient identity available when legitimate work requires it, not everywhere by default.

Private files

Supporting evidence may include:

Appeal documents.

Payment evidence.

Reconciliation support.

Investigation files.

Other controlled attachments.

CRIS is designed so protected files remain behind authorised application access rather than becoming ordinary public links.

Audit and traceability

Important actions can create evidence such as:

Who performed the action.

When it happened.

What changed.

What the previous state was.

What was approved.

What evidence was attached.

What happened afterwards.

That helps reconstruct important activity later.

FIT WITH THE EXISTING ENVIRONMENT

How CRIS fits with existing systems

EHRPractice managementBillingClearinghousePayer portalsAccountingData warehouse
→
CRIS CONNECTGoverned intake
Validation · Mapping · Reconciliation
→
CORE
RCM
REVINT
STATS
Workflow · Evidence · Control
How CRIS fits with existing systems

CRIS is not intended to replace every operational or clinical system.

Healthcare organisations may already use:

EHR systems.

Practice-management systems.

Billing applications.

Clearinghouses.

Accounting systems.

Payer portals.

Data warehouses.

CRIS can sit across relevant revenue-cycle information and provide the intelligence, operations and control layer that connects the evidence.

Integration options

Depending on plan and deployment, CRIS can support approaches such as:

CSV.

Excel.

SFTP.

API.

X12 / EDI.

HL7 / FHIR.

Other approved integrations.

Not every customer needs the most complex integration on day one.

A governed file-based approach can be appropriate where it meets the operating requirement.

Implementation

CRIS is configured around the organisation, not simply switched on.

Implementation may include:

Discovery.

Source review.

Environment setup.

Organisation and facility configuration.

Source mapping.

Opening validation.

Opening reconciliation.

Role and permission setup.

Workflow configuration.

User acceptance testing.

Training.

Production preparation.

Go-live support.

The implementation scope depends on the selected modules and complexity of the environment.

Evaluation versus production

A demonstration or sandbox environment is not automatically a production environment.

Evaluation may use:

Synthetic data.

Limited configuration.

Demo workflows.

Training scenarios.

Production use requires the relevant deployment controls to be implemented, tested and approved for the organisation's actual environment.

Production readiness

Security design alone does not prove that the production environment is ready.

Production approval may require evidence relating to areas such as:

Authentication.

MFA.

Access control.

Tenant isolation.

Facility isolation.

Patient identity controls.

Encryption.

Audit.

Vulnerability management.

Backup.

Recovery.

Incident response.

Retention.

Support access.

Third parties.

Visit Trust Centre

What CRIS does not try to be

Understanding the boundary of the product is important.

CRIS is not intended to be:

A replacement EHR.

A replacement clinical documentation system.

A complete practice-management system.

A payment processor.

A clearinghouse.

A generic business-intelligence dashboard.

A spreadsheet product.

A universal claims adjudication engine.

A guarantee that every flagged financial variance is recoverable revenue.

Its role is to connect revenue-cycle evidence, intelligence, operational work and governance in one controlled platform.

What makes CRIS different

1. It connects the management result to the underlying work.

You can move from the KPI toward the records and actions behind it.

2. It connects insight to accountability.

A finding can become assigned work.

3. It connects financial intelligence to evidence.

Possible leakage can be investigated before being labelled as recoverable.

4. It connects local operations to enterprise visibility.

Facilities can remain governed while leadership sees across the organisation.

5. It connects current results to their history.

Important decisions, changes and evidence can remain traceable.

6. It connects source information to management action.

The entire journey is designed to remain understandable.

A PRACTICAL EXAMPLE

A practical example

MANAGEMENT SIGNALCollections below expectationCurrent period collections are below the expected pattern.
$8.42MCollections
31.4%A/R over 90 days
Investigation pathFrom signal to accountable action
01FacilityWestview Medical CenterLargest contribution
02PayerNorthStar Health Plan$418K unresolved
03CauseOld A/R + overdue follow-up126 accounts
04OwnerCommercial Follow-up TeamAssigned
05OutcomeTrack action through resolutionReturn to management view

A practical example

Collections are below expectation.

A management user sees that collections are lower than expected.

With CRIS, the investigation can continue.

Step 1

Identify which facilities contribute most to the decline.

Step 2

Identify the payers involved.

Step 3

Determine whether the problem relates to denials, payment delay, underpayments, old A/R or another cause.

Step 4

Locate the relevant claims and accounts.

Step 5

See what follow-up has already occurred.

Step 6

Identify who owns unresolved work.

Step 7

Assign or escalate where necessary.

Step 8

Track the action through to outcome.

Step 9

Confirm the financial result.

Step 10

See whether the management signal improves.

That is the CRIS operating model in practice.

ARCHITECTURE AT A GLANCE

Architecture at a glance

Architecture at a glance

The CRIS architecture can be understood in seven layers.

Layer 1 — Source & Intake

Approved revenue-cycle data enters through CRIS Connect.

Layer 2 — Data Governance

Validation, mapping, classification, duplicate protection and reconciliation.

Layer 3 — Shared Business Context

Organisation, facility, payer, provider, patient key, service line and other governed dimensions.

Layer 4 — Intelligence

CORE, RCM, REVINT and STATS analyse the relevant business context.

Layer 5 — Workflow

Queues, ownership, due dates, SLA, escalation, follow-up and closure.

Layer 6 — Evidence & Control

Audit, lineage, approvals, rule traceability, private files and history.

Layer 7 — Experience

Role-specific views for executives, finance, revenue-cycle teams, operations, audit and authorised enterprise users.

Each layer supports the others.

7ExperienceRole-specific views
6Evidence & ControlAudit · lineage · approvals · history
5WorkflowQueues · ownership · SLA · closure
4IntelligenceCORE · RCM · REVINT · STATS
3Shared Business ContextOrganisation · facility · payer · provider · Patient Key
2Data GovernanceValidation · mapping · reconciliation
1Source & IntakeApproved revenue-cycle data
Why the shared architecture matters

Why the shared architecture matters

Without a shared architecture, every module could create its own:

User list.

Permissions.

Audit model.

Patient definition.

Workflow.

Facility structure.

Attachment handling.

That would create another fragmented environment.

CRIS instead uses a shared foundation so the individual products can work together.

The four CRIS intelligence products

ProductMain purpose
CRIS COREExecutive and management intelligence
CRIS RCMOperational revenue-cycle intelligence
CRIS REVINTRevenue integrity and financial intelligence
CRIS STATSStatistical intelligence

The products share the same governed platform foundation.

CRIS Connect and Workflow sit across the products.

CRIS Connect and Workflow sit across the products.

CRIS Connect is not simply another intelligence product.

It supports governed source intake.

Workflow is not simply another dashboard.

It connects intelligence to action.

These platform services help the four CRIS intelligence products operate as one connected environment.

How CRIS is sold

How CRIS is sold

CRIS can be licensed according to the capabilities the organisation needs.

The public commercial structure can include:

Essential.

Operations.

Revenue Intelligence.

Enterprise.

Organisations can start with a smaller capability set and add modules as requirements grow.

Review Pricing
Security is not a premium add-on.

Security is not a premium add-on.

Core platform security should not disappear because an organisation chooses a lower commercial tier.

Enterprise packages may add more complex administrative, infrastructure or integration capabilities, but fundamental platform security remains part of the CRIS foundation.

Who CRIS is designed for

Who CRIS is designed for

CRIS can support organisations such as:

Physician groups.

Specialty practices.

Hospitals.

Health systems.

Multi-facility provider organisations.

Management service organisations.

Other healthcare organisations managing meaningful revenue-cycle complexity.

The appropriate CRIS configuration depends on the organisation's scale, data, workflow and management requirements.

EVALUATING CRIS

The clearest way to evaluate CRIS

The clearest way to evaluate CRIS

Do not begin with a 200-line feature checklist.

Start with a real question your organisation cannot answer easily today.

For example:

“Why is our A/R over 90 days growing?”

“Which payer is creating the largest unresolved exposure?”

“Why are collections below expectation?”

“Which denials keep returning?”

“Where are teams falling behind?”

“Are we being paid correctly?”

Then ask CRIS to follow the problem from the management signal back to the source evidence and forward into accountable action.

That shows whether the platform actually fits the way your organisation needs to work.

Questions to ask during a CRIS demonstration

Ask:

Can I trace this result back to its source?

Can I see which facility contributed to it?

Can I see which payer is involved?

Can I see the underlying claims or accounts?

Can I see the calculation or rule?

Can I see who owns the next action?

Can I see what has already happened?

Can I see what is overdue?

Can I see the evidence?

Can I see whether the issue was resolved?

Can I see whether the result improved afterwards?

Those questions will tell you more than the number of charts on the screen.

Product boundaries should be clear before purchase.

Product boundaries should be clear before purchase.

A buyer should understand:

What CRIS will do.

What existing systems remain.

Which data sources will feed it.

Which modules are needed.

Which integrations are required.

Which users need access.

Which facilities are in scope.

How patient identity will be handled.

What implementation is required.

What production controls need approval.

What responsibilities remain with the organisation.

This is why CRIS includes a separate buyer-education path.

Explore Buyer Resources

Product overview summary

CRIS brings together:

Governed data

Source intake, mapping, validation and reconciliation.

Revenue intelligence

Management visibility into what is happening.

Revenue-cycle operations

Claims, denials, appeals, A/R and follow-up.

Financial intelligence

Underpayments, leakage, reconciliation and recovery evidence.

Statistical intelligence

Variation, anomalies, trends and deeper analytical context.

Workflow

Ownership, priorities, due dates, escalation and closure.

Governance

Audit, lineage, rules, evidence, approvals and history.

Security

Tenant isolation, access control, Patient Key, identity protection and production-readiness controls.

Enterprise visibility

Facility, payer, provider and service-line comparison within governed scope.

The value comes from these areas working together.

PRODUCT OVERVIEW

See how the entire CRIS platform connects.

See how the entire CRIS platform connects.

A product overview can explain the architecture.

A demonstration can show how the architecture works against a real revenue-cycle problem.

Bring one question that is difficult to answer today.

CRIS can show how source evidence becomes intelligence, how intelligence becomes accountable work and how the final outcome returns to management visibility.

Request a CRIS Demo See How CRIS Works Explore Pricing Review Security & Trust Visit the Trust Centre