Five views
The practice and the four vendors around it, working from one set of records.
Jubilee Health has five sign-ins and one set of records behind them. The practice owner, the accounting firm, the MSO, the IT provider and the billing company each open their own view of the same rows - the same document request, the same close, the same service request, the same question thread - so nothing is re-keyed between them and nothing drifts.
What each view is for.
Each view has its own address. A signed-in account lands on the view its role allows; the links below go straight to each one.
The practice
The owner's view, and the one that decides who else gets in.
- The operating picture: charges, receipts, open A/R, days in A/R, net collection, expenses and payroll burden for any period, each figure citing its source and opening to the rows behind it
- Work queues: A/R follow-up, unsigned notes with the revenue they hold, and patient recall checked against the book
- Per-provider economics, a twelve-month cash forecast, payor analytics with underpayment detection, and referral management
- The Accounting tab for the firm's requests and the close; the IT tab for the vendor's pipeline, advisories and the message channel
- Counterparties: who can see your books and what they can see, with the controls to invite, approve or end access
The accounting firm
One workspace for every client practice.
- A client roster, a cross-client document queue, a deadline calendar and a firm-wide Ask
- Per client: the month-end close with evidence per step, preparer and reviewer sign-off, locked periods and a tamper trail
- A tax desk for estimates, filings and notices, and tax-savings opportunities the firm approves before the client sees them
- The client's accounts mapped onto one standard chart, and a twelve-month projection with named scenarios
The MSO
Every member practice on the same basis.
- A portfolio with one row per member - charges, receipts, open A/R, days in A/R, net collection, expenses, providers, payroll burden - and a twelve-month trend
- Readiness toward standardized books, dimension by dimension, with the evidence behind each cell
- Compare members side by side on one standard chart of accounts, with the accounting basis disclosed; the view refuses rather than guesses where the books do not support it
- Profitability per practice and per provider, an opportunity list that turns each variance into an annualized figure, and an Ask across members
The IT provider
The vendor that keeps the practice running, working from the practice's own records.
- A roster of client practices with each one's onboarding status, open requests and open advisories, a worklist across clients and a maintenance calendar
- Per client: the onboarding pipeline by workstream, the service requests the practice raised, the red flags and maintenance windows the vendor posts
- A two-way message channel the practice reads on its own IT tab, with alerts that post themselves when a workstream stalls or a request goes unanswered
- An Ask over the vendor's own clients that holds no patient data and no financial figure, because the IT view carries neither
The billing company
The biller's own workspace on the practices it bills for.
- A monthly billing close, and a tie-out from payments to deposits to remittances
- An exceptions engine with a weekly brief for the practice
- Per-FTE benchmarks across the biller's clients
- Claim-level detail only where the practice has recorded its Business Associate Agreement with the biller; everything above that line stays aggregate
How they connect.
Any side can start the connection, and the practice always has the last word.
- A practice invites its accounting firm, its MSO, its IT provider or its billing company from its Counterparties screen.
- A firm or an MSO adds a new client practice - the owner receives the invitation and owns the practice on accepting it - or asks for access to a practice already on the platform by its ID.
- Whichever side starts it, the practice approves it. The invitation says who is asking, what they will see and what they will not, before anyone signs in, and the link expires after seven days.
- The practice can end any connection from the same screen, and what a counterparty may see narrows with it on the next request.
Who sees what.
Every view is a different answer to that question, and the narrow ones are narrow by construction rather than by policy.
The practice
Everything in its own records. It signs its own agreements - a counterparty cannot sign a Business Associate Agreement on its behalf - and it can end any connection from Counterparties.
The accounting firm
Monthly financials, the payroll register, A/R aging, the close, requests and the tax desk. Never patient names, dates of birth, dates of service, diagnosis codes, or any figure built from fewer than 11 patients.
The MSO
Operating figures from the start. Patient-level figures only after the practice records a Business Associate Agreement with the MSO, which the practice can withdraw at any time.
The IT provider
The onboarding pipeline, service requests, advisories, the engagement record and the message channel. No figure from the books, no patient, no schedule, no payroll line - the view holds none of it, so no agreement is needed to open it.
The billing company
The revenue cycle it bills for, and nothing else - never the books, payroll, the schedule or operations. Claim-level rows only where the practice has recorded its agreement with the biller.
Nobody else
There is no sixth customer view. The operator's own console, which we use to run the platform, is separate, audited, and described on the security page.
Why each practice makes the next one easier.
An accounting firm serves many practices, an MSO serves more, and an IT provider or a billing company serves a roster of its own. When a practice brings one of them onto Jubilee Health, that vendor can bring its other clients the same way; when a vendor adds a practice, the practice starts on the free Practice Portal with the relationship already in place.
None of these connections costs anything. A counterparty a practice invites gets its first client workspaces free, and inviting, approving or adding a counterparty is never a line on anyone's bill - you pay for your own scale, never for adding a counterparty.
How pricing works →A guided tour in every view.
Once signed in, the sidebar carries a guided tour of the view you are on, and a full system tour that walks the practice and its counterparties in order.
The full tour skips any view your account cannot open and says who can, so a practice owner sees the practice leg and an accountant sees the firm leg. The quickest way to see them all is a demo.
Book a demo →See the practice and its vendors on one set of records.
A short call on the live product with demonstration data. Bring your accountant, your MSO, or the vendor that runs your IT.
Book a demo