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* 1. Portfolio Company Name

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* 2. Primary Line of Business 

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* 3. How many payor related IDs are loaded in your billing/practice management system?

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* 4. How many contracts does your platform have with payors (estimate the number of contract documents you should have)?  For example: Anthem GA for one location (1) and Anthem GA for another location (1), BCBSTX (1),  BCBSLA (1), UCH West (1), UHC Central (1) = 6.  If you have separate paper for each product, count them individually.  For example, BCBS MA if contracted separately from BCBS Commercial is 2 documents.  Please provide your best estimate.  

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* 5. What percentage of current contract documents with fee schedules does your platform have on file?

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* 6. Which financial classes do you use to aggregate current payor reporting - please list all (e.g. commercial, medicare advantage, managed medicaid, traditional medicaid, etc.)?

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* 7. How many TINs are across the platform?

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* 8. How many states does your platform cover?

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* 9. List states.

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* 10. How many locations does your platform have, across all states?

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* 11. How many acquisitions and/or de novos are targeted in 2023?

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* 12. Please list all contracted service lines (e.g. Orthopedics, Radiology, PT).

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* 13. How many providers require credentialing across your platform?  Please provide best estimate.  

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* 14. How many delegated agreements (e.g. where practice has delegated contracting and/or credentialing responsibility to another party) does platform have with IPAs (Independent Physician Associations), ACOs (Accountable Care Organizations) or CINs (Clinically Integrated Networks)?

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* 15. List (by name) any delegated parties such as IPAs, ACOs, CINs, other networks.

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* 16. How many value-based contracts are active across your platform?

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* 17. If participating in performance-based and/or incentive-based contracts, please list what is measured to qualify for incentives.

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* 18. Name of Practice Management System used for billing?

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* 19. Name of credentialing software or application used, if any?

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* 20. Additional notes or comments?

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* 21. Completed by?

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