Case Study: Saxony Partners achieves 88%‑accurate physician cash‑flow forecasting (average within $1) with Alteryx

Saxony Partners - Customer Case Study

Charity Wilson, Senior Consultant at Saxony Partners and an Alteryx Certified Partner, worked with a small physician group facing severe cash‑flow uncertainty. Doctors struggled to predict monthly income because reimbursements vary by complex, changing insurance contracts (often 30–50 at a time) and policy updates, leaving revenue effectively a “black box” and hindering operational decisions and morale.

Using an Alteryx workflow, Wilson built a linear regression model trained on the most recent three months of reimbursement data (including diagnosis codes and copay status) and refreshes it monthly so it adapts to policy changes in near real time. The forecast is 88% accurate and on average within $1 of actual reimbursement, giving the group reliable visibility for hiring, investment and strategic choices, boosting morale, and enabling integration of the workflow into an app for broader use.

Saxony Partners

Charity Wilson

Senior Consultant