Deliverable: Operational scorecard + prioritized action list. What’s weak in the chart, what to coach by role (nursing / therapy / MDS), Compliance Shield flags for ADR/TPE/UPIC, and a short “do this week” list. Optional expert retainer for survey and federal audit defense.
Phase 1 · Product definition
Intelligence
Chart-backed diligence for the people holding the risk. Phase 1 locks the product definition and audience deliverables. Phase 2 is the repeatable engine — methodology card, scoring rubric, extraction template, and sample-size rule. The first live audience system — Lender Intelligence — now lives here on drlholdings.net (moved off the password-gated updox preview).
Same engine · different packaging
Audience systems
Pick who holds the risk. Lender Intelligence is the first live system on this domain.
Operators
Operational scorecard + prioritized action list — what’s weak in the chart, role-specific coaching, Compliance Shield flags, and a short “do this week” list.
Lenders
Documentation-based revenue assessment for skilled nursing credit decisions. The model estimates earned-but-unbilled opportunity and documentation-related audit exposure from Medicare Part A chart evidence already on file.
| Output | Definition |
|---|---|
| Opportunity estimate | Supported but uncaptured documentation value — sample $ and annualized estimate with confidence range. |
| Audit exposure estimate | Weak or contradictory documentation relative to billed items — same bases. |
| Score summary | Revenue Opportunity Score and Documentation Risk Score (0–100). |
| Evidence package | Findings cited to note, date, and author. Evidence only. Methodology v1.1. |
Institutional register: /lender-intelligence/ · Insights · People · Client Access
Investors
Diligence memo with quantified opportunity and risk — only where the chart supports it. Documentation quality of earnings and audit foresight before capital commits.
REITs
Portfolio-level documentation risk view across operators and buildings — before rent coverage and covenants show the lag.
PEs
Pre-close chart diligence so revenue quality and audit risk price into the deal — not the first post-close ADR.
Public data · Live CMS
Facility lookup
Search any skilled nursing facility by CMS Certification Number or name and receive the facility’s public Medicare profile — ratings, census, ownership, staffing, enforcement history, fine exposure, and cost-report financials — assembled live from CMS Care Compare and the SNF Cost Report public use file. Public data only; no facility records, no PHI.
Institutional register
How lender materials are framed
Elite credit counterparties read restraint, credentialed substance, and legal furniture. Intelligence materials on this domain follow that register: measured copy, ruled tables, version stamps, and explicit modeled-versus-verified labeling — not consumer-software chrome.
| Element | Role |
|---|---|
| Facility lookup | Public CMS profile for any CCN — the underwriting baseline before chart-level work. |
| Lender Intelligence | Documentation-based revenue assessment; credit-memo sequence and defined outputs. |
| Acquisitions | Pre-close diligence with CMS Facility Lookup, chart opportunity, survey/audit odds, and valuation. |
| Acquisition Risk Engine | Seven-domain modeled risk screen — live CMS + deal terms + market read; documentation layer flagged MODELED. |
| Insights | Dated, bylined notes — methodology, validation, chart anatomy. |
| People | Principal biography and credentials; institutions extend trust to people. |
| Disclosures | No-reliance, methodology versioning, modeled-vs-verified, conflicts, data handling. |
| Client Access | Quiet portal signal for authenticated counterparties. |
Methodology v1.1 — see Disclosures · Modeled until verified under BAA · Not a rating, appraisal, or offer to lend
Foundations
Phase 1 answers (current capabilities)
These are the operating facts Phase 1 is built on. The Phase 2 methodology page locks how every engagement runs.
- 1. Primary data source Medicare Part A chart exports from major SNF EHRs (PDF, CCD, HL7, FHIR R4 JSON, plain text) — physician notes, nursing notes, therapy, and MAR. Not claims-first. MDS alignment is part of the expert layer, not the sole input.
- 2. Who does the analysis Software + human review: RevOptix1™ reads the chart; PDPM Audit Optimization Group (Dani R. Larsen and the expert practice) validates, prioritizes, and writes audience-facing memos. Findings are decision-support — clinicians validate before billing changes.
- 3. Ideal output by audience Operators → operational scorecard + prioritized action list. Lenders → risk / recovery estimate memo for collateral and receivership. PE / Investors → diligence memo with quantified opportunity and risk (documentation-backed only). REITs → portfolio-level documentation risk view across operators/buildings.
- 4. Current capacity Software throughput is high per chart export; expert memo quality is the bottleneck. Phase 1 pilot posture: a small monthly cohort of facilities/engagements with full human review — expand only after turnaround time and memo quality stay stable. (Exact monthly ceiling to confirm with Dani.)
- 5. Hard constraints Flat fees by bed count — never a percentage of recovery. Anti-Kickback clean. BAA before any PHI. Facility isolation (no cross-building PHI). Nothing invented / nothing upcoded — only ICD-10-CM opportunities already supported on file.
Product definition
What “Intelligence” is
DRL Holdings Intelligence is a chart-export diligence service that turns Medicare Part A documentation into audience-specific memos: recovery opportunity and audit exposure, cited to the source note.
It is not a dashboard subscription alone, not coding advice, and not contingent-fee recovery work. It is software-assisted chart reading plus expert synthesis, delivered under flat-fee engagement after BAA.
Delivery brands stay clear: RevOptix1 performs the chart read; PDPM Audit Optimization Group owns expert judgment and the signed memo; DRL Holdings is the holding umbrella and commercial front for capital audiences.
- Input One or more Medicare Part A chart exports (+ facility context). BAA executed first.
- Process RevOptix1 chart intelligence → expert validation → audience-formatted memo.
- Output Cited findings, prioritized risks/opportunities, and next actions appropriate to the buyer.
- Commercial form Flat fee by bed count / engagement scope. No revenue share.
One-page internal view
What is delivered to each audience
Same engine. Different memo. Every finding remains cited to note, date, and clinician.
Deliverable: Risk / recovery estimate memo for collateral or receivership. Week-one baseline of documentation-backed opportunity vs. audit exposure; language that stands for court, special servicer, and creditors’ committee use. Not a lending decision — evidence for credit judgment. Full system: Lenders tab · dedicated URL /lender-intelligence/.
Deliverable: Diligence memo with quantified opportunity and risk — only where the chart supports it. Pre-close QoE add-on: documentation quality of earnings, audit foresight, and week-one operating implications. Also see Investors.
Deliverable: Portfolio-level documentation risk view. Cross-building (facility-isolated) reads of operator documentation quality and audit exposure that can stress rent coverage and covenants — before financials show the lag.
Engagement spine
How an engagement starts
- Step 1 — Scope & BAA Confirm audience, facility set, and bed-count fee. Execute BAA. No PHI until agreements are in place.
- Step 2 — Chart intake Receive Medicare Part A chart export(s) from the facility EHR. One export path — no IT project required.
- Step 3 — Chart intelligence RevOptix1 reads physician, nursing, therapy, and MAR documentation for supported ICD-10-CM opportunity and documentation weakness.
- Step 4 — Expert synthesis PDPM Audit Group validates, prioritizes, and writes the audience memo (scorecard, risk/recovery, diligence, or portfolio view).
- Step 5 — Delivery & next actions Deliver cited memo. Optional: role-specific training, survey/federal audit retainer, or expanded facility cohort.
Phase 2 is live
Methodology Card, scores, template, sample size
Phase 2 locks the Methodology Card as the single source of truth: Intake → Extraction → Dual Review → Quantification → Scoring → Packaging → QC & Delivery — each with a named output artifact.
Still to refine with Dani: monthly facility capacity, commercial SKU / bed-count fee grid, and redacted sample memos on each audience page.