The Problem

Clinics often faced cash shortfalls without warning. Payments from insurers lagged. Patient volume was inconsistent. And existing dashboards only showed what happened—not what was coming. In early research, we uncovered a key gap: clinics weren’t connecting their financial data early enough to make Verso immediately useful.

The Opportunity

Empower clinics to forecast, simulate, and act on financial gaps—before they hit.

Build a predictive financial layer within Verso that connects the dots across billing, claims, and expense data from the moment they onboard.

The Solution: The Cash Flow Predictor

A smart, proactive module embedded at the heart of Verso’s experience—activated right after onboarding.

Future-Focused Forecasting

→ Projected balances 15–60 days out

→ Highlights upcoming cash dips based on incoming payments vs. scheduled bills

→ Designed with visual clarity to surface red-flag timelines (e.g., Aug 13 to Sep 5)

→ Interactive graph shows daily balance evolution

Reimbursement-Aware Modeling

→ Syncs in real-time with claims and historical insurance payout data

→ Flags likely delays based on payer behavior

→ Visualizes impact on future balance, so clinics can plan proactively

Action Hub

→ Smart suggestions like: delay non-essential vendor payments, follow up on key claims, adjust payroll timing

→ Integrated with role-based visibility so operations and finance teams see what matters to them

→ “Insights” button launches contextual recommendations, not generic advice

In-Context Insights

→ Embedded alerts in the home dashboard flag forecast-critical issues

→ Push notifications or emails trigger when action is needed

→ Keeps the team informed before things go wrong

Why It Worked

Instead of building another reporting tool, we built a financial command center.

It speaks the language of clinical operations, connects to the tools they already use, and shifts behavior from reactive to proactive—without friction.

“This is the first time we can actually see what’s coming—and do something about it.”