Quarter Close

Q2 2025 Review

Moonshot Scoring Guide

0.0 - 0.3 (Red)0.4 - 0.6 (Yellow)0.7 - 1.0 (Green)
Reduce Average Wait Time to Under 15 Minutes

Owner: Dr. James Rivera

Average wait time reduced from 22 to 15 minutes

17 / 15 (71%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Implement digital check-in kiosks at all 5 locations

4 / 5 (80%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Patient no-show rate reduced from 18% to 10%

13% / 10% (63%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Achieve 95% Care Protocol Compliance

Owner: Dr. James Rivera

Protocol compliance rate reaches 95%

84% / 95% (35%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Complete EMR training for 50 staff members

28 / 50 (56%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Monthly clinical audit score reaches 90%

80% / 90% (44%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Reduce Claim Denial Rate to Under 5%

Owner: Priya Sharma

Denial rate reduced from 12% to under 5%

9.5% / 5% (36%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Automate top 10 denial reason code workflows

3 / 10 (30%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Front-end verification accuracy reaches 98%

91% / 98% (30%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Increase Collections Rate to 96%

Owner: Priya Sharma

Collections rate increased from 89% to 96%

91% / 96% (29%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Reduce AR days from 45 to 30

40 / 30 (33%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Patient self-pay portal adoption reaches 60%

35% / 60% (29%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Reduce Voluntary Attrition to Under 10%

Owner: Marcus Thompson

Voluntary attrition rate below 10%

10.5% / 10% (88%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Employee NPS score reaches 45+

41 / 45 (69%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Internal promotion rate reaches 25%

21% / 25% (69%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Launch Leadership Development Program

Owner: Marcus Thompson

Leadership program curriculum designed and approved

Complete / Yes/No (100%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Enroll 20 high-potential managers

18 / 20 (90%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Participant satisfaction rating above 4.5/5

4.7 / 4.5 (100%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Ship Patient Portal MVP by End of Q2

Owner: Lisa Park

Core scheduling module shipped

Complete / Yes/No (100%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Telehealth integration complete

Not started / Yes/No (0%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Beta testing with 100 patients

45 / 100 (45%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Complete Annual HIPAA Audit with Zero Findings

Owner: David Kim

All 12 control areas documented

7 / 12 (58%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Remediate all critical gaps identified in pre-audit

3 / 0 (63%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Staff HIPAA training completion reaches 100%

82% / 100% (49%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Achieve 4.5+ Star Patient Satisfaction Rating

Owner: Rachel Foster

Patient satisfaction score reaches 4.5 stars

4.1 / 4.5 (43%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Complaint resolution time under 48 hours

62 / 48 (71%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Post-discharge follow-up call rate reaches 90%

68% / 90% (51%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Sign 3 New Provider Network Partnerships

Owner: Tom Bradley

Sign 3 new provider network partnerships

2 / 3 (67%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Pipeline value reaches $5M

4.2 / 5 (84%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Complete due diligence on 5 target partners

4 / 5 (80%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Implement Real-Time Financial Dashboard

Owner: Nina Patel

Dashboard MVP with 5 core metrics live

2 / 5 (40%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Data pipeline processing under 5 min latency

18 / 5 (48%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Onboard 8 department heads as active dashboard users

3 / 8 (38%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Redesign Patient Intake Workflow

Owner: Alex Nguyen

Reduce intake processing time from 12 to 7 minutes

8.5 / 7 (70%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Digital intake form adoption reaches 80%

65% / 80% (75%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Patient intake satisfaction score reaches 4.5/5

4.2 / 4.5 (70%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Train Clinical Staff on New EMR System

Owner: Jordan Blake

Develop 8 EMR training modules

5 / 8 (63%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Staff EMR proficiency test pass rate reaches 90%

55% / 90% (61%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Reduce post-training support tickets from 40 to 10/week

25 / 10 (50%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Automate Denial Management Workflow

Owner: Casey Morris

Map and document top 10 denial workflows

4 / 10 (40%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Automation reduces manual review time by 60%

20% / 60% (33%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Automated denial appeals submitted within 24hrs

45% / 95% (23%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Design and Launch Employee Engagement Survey

Owner: Morgan Lee

Survey response rate reaches 85%

78% / 85% (92%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Complete analysis and present findings to leadership

Not started / Yes/No (0%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Implement top 3 quick-win action items from results

2 / 3 (67%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Build Telehealth Integration Module

Owner: Taylor Wright

Video call connection success rate reaches 99%

94% / 99% (64%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Average session setup time under 2 minutes

3.2 / 2 (60%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Complete integration testing with 3 EHR systems

2 / 3 (67%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Implement Patient Feedback Loop System

Owner: Sam Rodriguez

Post-visit survey response rate reaches 40%

22% / 40% (44%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Deploy complaint tracking to all 5 locations

2 / 5 (40%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note

Average feedback-to-action cycle under 5 days

9 / 5 (56%)

Grade

0.0 (Red)
0.00.51.0

Retrospective Note