The most useful teacher, I've found, is rarely the world expert. It is the person one step ahead — close enough to still remember what it felt like one step behind. That is the posture I bring to every session.
What follows is a sketch of the training I offer. The specifics are always tailored to the team in the room — a floor of new analysts needs something different from a leadership group rethinking its operating model — so treat this as a starting point for a conversation, not a fixed catalog.
What I teach.
From registration and eligibility through charge capture, claim submission, denials, and reconciliation — the full revenue cycle taught as one connected system, not a set of disconnected desks. For new analysts, operators, and the cross-functional partners who need to speak the language.
How an EHR, a clearinghouse, a Charge Description Master, and a data warehouse fit together — and where revenue leaks when they don't. Grounded in real builds, including a school-based EHR designed from a blueprint for 120,000 students.
The frameworks that still sit underneath every diagnosis I run: the Input–Output model, Six Sigma's war on variance, and Value Stream Mapping. Less about certifications, more about learning to see where value gets lost — and how to get it back.
The progression I lived myself — nested formulas, INDEX/MATCH, pivot logic, then relational data design and the frontend-to-backend contract. For operators who want to stop waiting on the reporting team and start answering their own questions.
How it works.
Sessions run as workshops, small-group cohorts, or one-on-one coaching, in person or remote. Most engagements begin with a short conversation about where the team actually is and what's getting in its way — because the best curriculum is the one built from the real queue, not a generic syllabus.
If any of this is adjacent to what your team needs, the connect column has the means to start a conversation.