Infusion analytics guides
Most infusion reporting problems start with the order, the appointment, and the date you count by. These guides follow the patient from referral to deposit, with the reports, definitions, and checks I use in real projects.
1. Report on WeInfuse data
How WeInfuse reporting works and how to get reports you can trust.
WeInfuse reporting: what your WeInfuse data can tell youFree guide for owners and managers: ten questions WeInfuse can answer today, and the few that need other data.
WeInfuse reporting: a field guide to the embedded LookerThe field guide: models, Explores, the core entities, exports, and when to get help.
WeInfuse orders vs appointments Explore: which one should you use?Pick the Explore whose rows match the question before you add a single field.
Why does my WeInfuse Looker report show duplicate rows?Why rows repeat, how to tell real duplicates from expected repeats, and the fix.
How do you schedule WeInfuse reports to SFTP, email or Drive?Scheduled exports, rolling date filters, backfills, and what to do when a send fails.
How do you list authorizations that expire before the next infusion?A report of authorizations that run out before visits already on the calendar.
How do you report WeInfuse inventory on hand by location and drug?Drug on hand by location, and why lot detail makes rows look doubled.
How do you get WeInfuse data into Power BI, Sigma or Snowflake?Getting WeInfuse data into Power BI, Sigma, or Snowflake, and when each route fits.
What do you need before connecting another system to WeInfuse?What you need before connecting another system to your WeInfuse data.
What should you ask before a hub or prior auth vendor connects to WeInfuse?Connecting prior authorization and hub vendors, and why patients go missing.
2. Define the numbers
Agree on what each metric means before anyone builds a dashboard.
Infusion center KPI glossary: 30 metrics, definedThirty infusion KPIs with formula, grain, clock, and the mistake that breaks each one.
12 reports every infusion center should run weeklyTwelve weekly reports, what each answers, and how each goes wrong.
What KPIs should infusion center executives track? The 12-metric playbookFree white paper: the 12 numbers to review weekly, how to calculate each, where the data lives, and a scorecard.
Red flag reports for infusion centers: 8 weekly exception listsException lists that should return zero rows, and what each one catches early.
Multi-site infusion KPIs: how to roll up sites so the board trusts one numberRoll KPIs up across sites so the board trusts one number.
What should an infusion group's board see each month?Ten numbers and one site table for a multi-site board, all tied to the books.
10 numbers every multi-site infusion CFO should see each monthA multi-site CFO's ten working numbers: what each shows, where it comes from, and what to do when it moves.
What records should your infusion center keep ready for accreditation?The records an accreditation survey looks at, and five monthly checks that keep them ready.
3. Find lost patients and revenue
Where referrals stall and where money leaks between order and deposit.
9 places referrals stall before the first infusion, and how to measure eachNine places referrals stall before the first infusion, and how to measure each.
How to find infusion drug prescribers with free Medicare dataFind prescribers who use infusion drugs with public Medicare data, and its limits.
Ordering vs rendering vs referring provider in infusionOrdering, rendering, referring, or supervising: why reports disagree on who sent the patient.
How to give your infusion sales team a fair value per visitA fair, consistent value per visit for your referral sales team.
A referring provider portal for infusion centers, explainedThe "where is my patient?" problem, and what a referring-provider portal needs.
Where infusion centers lose revenue between order and depositEvery stage from order to deposit, what leaks at each, and what to measure.
Why is our infusion denial rate so high? How to find the root causeGroup denials by reason, payer, drug, and site to find the root cause.
Prior authorization denials by payer: are your appeals winning?Denial, appeal and win rates by payer, and the patients who never start after a denial.
Where does infusion drug inventory go missing? Measuring shrinkOne monthly count per drug that finds inventory you bought but cannot account for.
How much drug do temperature excursions cost your infusion center?Turn your temperature log into a monthly drug-loss and reschedule report.
How do copay accumulators hit your infusion patients and your A/R?Spot patients facing a mid-year bill from copay accumulators, and measure the cost.
JW and JZ modifiers for infusion billing: a current guideWhat the JW and JZ modifiers mean, when CMS requires them, and how to check your claims.
Charges, claims, expected payment and collections in infusionCharges, claims, expected payment, and collections are four different numbers.
How quarterly ASP updates change your infusion drug marginHow quarterly ASP updates move your drug margin, and how to watch for it.
What disappears from your WeInfuse reports when billing moves outWhat disappears from WeInfuse reports when billing lives in another system.
Revenue cycle dashboards for infusion: what to show in Power BI or any BI toolThe pages an infusion revenue cycle dashboard needs, in any BI tool.
Do you need AI to predict infusion claim denials?What a denial model needs, and why clean grain and history come first.
4. Report to manufacturer and hub programs
The weekly reports a program agreement requires, built and checked without manual rebuilds.
Manufacturer programs without the manual reporting: a guide for infusion centersFree guide: what manufacturer and hub programs ask for, why files get sent back, and how to automate them.
Why don't our status and dispense reports have the same number of lines?Why your status and dispense reports never have the same number of lines.
8 reasons manufacturer program files get sent back (and how to prevent each)Eight reasons program files come back, and the check or decision that prevents each.
Should program reports send the full file or only what changed?Full weekly files or only what changed, and why you still resend everything now and then.
Is drug used at visits the same as approved supply or treatments left?Drug used at visits is not approved supply or treatments remaining.
5. Plan the next step
Maturity, tools, AI, and getting ready for a transaction.
Infusion data maturity: five stages from spreadsheets to predictionStages from spreadsheets to prediction, what each unlocks, and what comes first.
7 signs your infusion center needs a data warehouse (and 3 signs you don't yet)Seven signs you need a data warehouse as your single source of truth, and three signs it can wait.
Infusion center data warehouse: connecting your systems in one placeFree white paper: connecting WeInfuse, billing, prior authorization and referral data, and when it is worth doing.
Infusion data warehouse: a CFO's guide for multi-site groupsFree white paper for CFOs: how a multi-site group builds a data warehouse from WeInfuse that ties to the books.
Excel or a BI tool for infusion reporting? When to switchWhen Excel is enough for infusion reporting, and when to move to a BI tool.
AI in infusion operations: where it helps and how to vet a vendorWhere AI and automation help in infusion work, and how to evaluate a vendor.
Infusion M&A data readiness: what buyers and lenders will ask forThe data a buyer or lender will ask for, as a checklist.
How do you choose where to open your next infusion site?Choosing where to open the next site with data.
How long will a new infusion site take to fill its chairs?Model how fast a new site fills its chairs, and the referrals it needs.
Show payers your infusion center costs less than the hospitalShow payers what you save against hospital prices, drug by drug.
How white bagging changes infusion center revenue and workloadHow white and brown bagging change revenue and workload, and how to measure it.
What analytics do home infusion providers need?What carries over to home infusion analytics, and what is different.
6. Choose help
When to build in house and when to bring someone in.
Choosing an infusion analytics partner: criteria and questionsThe kinds of help available, what each is good at, and the questions to ask.
11 free tools for infusion center operatorsEleven free tools: CMS drug price and provider files, billing code lists, and five calculators, with a tip for each.
9 questions to ask before you buy infusion analytics software or servicesNine vendor-neutral questions on data access, definitions, BAAs, cost, lock-in, and support, with a scorecard.
Common questions
Can I get these reports out of WeInfuse myself?
Often, yes. Most come from the built-in Looker Explores once you pick the one whose rows match your question. The WeInfuse guides above show how, and where reports usually go wrong.
Which infusion KPIs should we track first?
Referral to first treatment, chair utilization, no-shows, and unbilled appointments. They show where patients and revenue are lost before anything reaches billing.
Is Greyfield Data affiliated with WeInfuse?
No. WeInfuse is a trademark of its owner. Greyfield Data is independent and works with WeInfuse data on behalf of infusion providers and their partners.