Integration & Revenue Capture Engine

Coastal Physical Therapy Group — Post-Close Simulation

Integration & Stabilization PMO

25 milestones8 Complete12 On Track4 At Risk1 Blocked

Revenue Cycle

Credentialing transfer — file all provider re-enrollments

Sarah Chen

Day 7Complete
100%

Medicare CHOW application filed

Sarah Chen / Counsel

Day 14Complete
100%

Fee schedule renegotiation — top 5 payors

Sarah Chen

Day 45On Track
40%

Denial management process implementation

Sarah Chen

Day 60On Track
20%

AR >90 day recovery sprint

Sarah Chen

Day 90On Track
10%

Technology

PMS semantic reporting overlay deployment

Carlos Mendez

Day 45On Track
65%

Consolidated financial reporting dashboard

Carlos Mendez / CFO

Day 60At Risk
35%

Clinicient to WebPT migration plan

Carlos Mendez

Day 30Complete
100%

Cybersecurity assessment and remediation

Carlos Mendez

Day 45On Track
50%

HIPAA compliance audit — technology controls

Carlos Mendez

Day 90On Track
15%

Clinical Operations

Clinical quality dashboard deployment

Dr. James Park

Day 30On Track
80%

Standardized treatment protocols across all locations

Dr. James Park

Day 60On Track
30%

Provider compensation model standardization

Jennifer Walsh

Day 90At Risk
10%

Referral source relationship audit and documentation

Dr. Maria Santos

Day 45At Risk
25%

Patient volume growth initiative — marketing plan

Jennifer Walsh

Day 60On Track
40%

HR & People

Dr. Santos retention agreement executed

Jennifer Walsh / Counsel

Day 14Complete
100%

Sarah Chen retention incentive

Jennifer Walsh

Day 14Complete
100%

Benefits harmonization plan

Amy Richardson

Day 60On Track
20%

Credentialing tracking system implementation

Amy Richardson

Day 45Blocked
0%

Organizational design and reporting structure

Jennifer Walsh

Day 30Complete
100%

Finance & Compliance

Consolidated chart of accounts

Michael Torres (CFO)

Day 30Complete
100%

Banking consolidation — single treasury

Michael Torres (CFO)

Day 45On Track
60%

Post-close NWC true-up calculation

Michael Torres (CFO)

Day 60Complete
100%

Compliance training — Stark/AKS/HIPAA for all staff

Counsel / Amy Richardson

Day 90At Risk
5%

Monthly financial close process — target 10 business days

Michael Torres (CFO)

Day 60On Track
45%