Case Study: Equality Health scales personalized monthly reviews to 800+ practices with Rollstack

Equality Health scales monthly reviews to 800+ practices with Rollstack

Equality Health, a value-based primary care network, faced a significant challenge in scaling its monthly performance reviews for over 800 independent practices. The manual process of creating PowerPoint decks by filtering data and taking screenshots was a major bottleneck, consuming 2-4 hours per practice and leading to inconsistent reporting that impacted customer retention. They turned to Rollstack to automate this high-stakes client reporting.

Using Rollstack, Equality Health standardized its reporting by connecting its existing Power BI dashboards to create a master template. The solution automated the generation of personalized reports for every practice, which are now refreshed overnight and delivered to SharePoint. This automation by Rollstack delivered the output equivalent of 14 full-time analysts, increased their Net Promoter Score to +52, and ensured 100% account coverage without the need to add new headcount.

Equality Health