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CareValidate Finance Suite — Prototype

A 12-dashboard financial analytics prototype for care navigation operations finance. Built as a skills demonstration for CFO-level review of ReferWell-style platform economics.

Synthetic data only. No PHI. No real CareValidate, ReferWell, patient, payer, provider, or payment data is used or stored anywhere in this application.

This is a prototype. It is not production-ready and does not certify HIPAA compliance, MLR qualification, CMS Stars eligibility, or any legal or regulatory status. Production deployment would require legal, compliance, security, and access-control review.


Dashboards

# Name Description
01 Command Center CFO morning view — KPIs, ReferWell benchmark calibration
02 GLP-1 Scenarios FDA compounded semaglutide ban impact modeling
03 Unit Economics CAC, LTV, payback, cohort retention, PMPM
04 Employer ROI B2B ROI calculator for employer health programs
05 Churn Engine Predictive churn flags — illustrative ML model
06 Series A Data Room Investor-ready metrics package
07 Compliance Monitor Contract billing deviation detection
08 Retention Ops Refill gap alerts, cohort survival, engagement scoring
09 CFO Suite Monthly pack, 13-week cash flow, MLR finance scenario model
10 Navigator Ops FTE productivity, capacity planning, per-FTE ROI
11 Security & Compliance Readiness RBAC, audit trail, BAA tracker — illustrative controls
12 Reconciliation Engine Auto-match, exception queue, SLA aging

Setup

Run locally

pip install -r requirements.txt
streamlit run app.py

Configure credentials

  1. Copy .streamlit/secrets.toml.example to .streamlit/secrets.toml
  2. Generate password hashes:
    python -c "import hashlib; print(hashlib.sha256(b'YourPassword').hexdigest())"
  3. Fill in hashes in secrets.toml

secrets.toml is gitignored and must never be committed.

Streamlit Cloud deployment

  1. Push repo to GitHub
  2. Connect at share.streamlit.io
  3. Set secrets in app Settings → Secrets (paste the [credentials] block)

Tech stack

  • Python 3.10+
  • Streamlit 1.30+
  • Plotly 5.18+
  • Pandas / NumPy

Disclaimer

All financial figures, KPIs, benchmarks, and analytics outputs are synthetic and illustrative. Sources cited (ReferWell published outcomes, NCQA HEDIS, CMS Stars, Milliman, Rock Health) are public benchmarks used as modeling inputs — not live data.

Not affiliated with CareValidate or ReferWell.

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12-dashboard financial analytics prototype — reconciliation, FP&A, CFO reporting, care navigation ROI. Synthetic data only.

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