RCM PLATFORMS JOURNAL
Ideas for a more connected workday.
Practical perspectives on revenue cycle operations, technology, and better handoffs.
2023–September 2026 topic archive · These articles were prepared on September 22, 2026. Archive dates organize this collection and do not imply earlier publication.
2026
Acceptance testing ·
Build a platform acceptance checklist
Tie acceptance criteria to the original requirements and include evidence for each.
Read article ↗Buying technology ·
Distinguish platform configuration from customization
Ask which requested behaviors are standard, configurable, or custom.
Read article ↗2025
Maintenance ·
Create an integration ownership register
Keep a register of connections, owners, dependencies, monitoring, and escalation contacts.
Read article ↗Data portability ·
Evaluate exports before signing for a platform
Ask which data can be exported, in what format, and with which identifiers and relationships.
Read article ↗2024
Implementation ·
Migration is a workflow project too
Define a transition boundary and a reconciliation process.
Read article ↗Usability ·
Role-based workflows are more than permissions
Test common tasks from the perspective of each role.
Read article ↗Analytics ·
Choose dashboards around decisions
For each proposed view, identify its audience, question, and next action.
Read article ↗2023
Integrations ·
The integration demo should include a failure
Ask how failures are surfaced, retried, and reconciled.
Read article ↗Data ownership ·
Decide which system owns each field
Document the authoritative source for important fields and the permitted direction of updates.
Read article ↗Architecture ·
Inventory your RCM stack before adding a platform
List each system, its owner, the information it stores, and the tasks it supports.
Read article ↗