Purpose-built for scaling PT platforms

Unified clinic intelligence. Now agentic.

RollSuite unifies visit-level data across every EMR in your physical therapy portfolio. See units per visit, authorization status, and clinician productivity across every clinic—from a single platform powered by agentic AI.

Portfolio EBITDA
$9.6M
+11.4%
Clinics
38
Clinicians
142
Net Revenue
$3.8M+14.2%
Units per Visit
3.4+6.1%
Plan of Care Completion
72%+8.5%
What you get

Built for PT operators and their sponsors.

Consolidated Visibility

All Clinics. One Dashboard.

See visits, units, revenue, and operational KPIs across every clinic in your portfolio. Real-time data from every EMR, unified into a single source of truth.

Zero Disruption

Keep Your Systems.

We connect to your existing EMR and practice management systems via secure APIs and data extracts. No rip-and-replace. No workflow changes for your clinical teams.

Audit-Ready Reports

Institutional Grade.

Generate board-ready financials and lender packages in minutes. Traceable data lineage from source EMR to consolidated reports.

Normalized CPT Codes

Apples to Apples.

Different EMRs encode the same procedures differently. RollSuite normalizes CPT codes like 97110, 97140, and 97530 across WebPT, Raintree, Net Health, and more—so you can compare clinics accurately.

Dashboards & Integrations

Every system. One platform.

RollSuite connects to the full stack of PT operations—EMR, marketing, finance, procurement, HR, and RCM—so your data lives in one place.

RollSuite
Industry Software
WebPTRaintree (Clinicient)TheraOfficeNet HealthPrompt EMRAgile EMRReDoc
Marketing / Sales
Google AdsCallRailZocdocHealthgradesPatientPop
Finance
Sage IntacctQuickBooksBespoke Spreadsheets
Procurement
MedlinePatterson MedicalPerformance Health
HR & Payroll
ADPPaycorPaylocity
RCM
AvailityWaystarTrizetto

Within minutes after integration, your PT platform will have a live dashboard with hundreds of rehabilitation-specific KPIs and modules.

Search
Huddle
JK
38Summit PT Group
All Clinicians
DashboardVisitsUnitsRCMAuthorizationsPatientsCliniciansTable Builder
Show Revenue:
GROSSNETPER VISIT
SCHEDULEDCOMPLETED
Visit Totals
Net Revenue
$3,842,190
Avg Units per Visit
3.4
Plan of Care Completion
72%
The PT data problem

Scaling a PT platform creates a data fragmentation crisis.

5+
EMRs per Platform

EMR Fragmentation

Every acquisition adds another EMR, another billing workflow, another data silo. Your finance team is exporting from WebPT, reconciling Raintree reports, and cross-referencing Net Health queries—all manually.

35%
No-Show / Cancel Rate

Visit-Level Blindness

You can't see units per visit, cancellation rates, or plan-of-care adherence across clinics. Without visit-level data normalized across EMRs, you're flying blind on the metrics that drive PT revenue.

$240K+
Lost Rev / Year

Authorization Leakage

Expired authorizations mean denied claims and lost revenue. When authorization tracking lives inside individual EMRs with no portfolio-wide visibility, money falls through the cracks every day.

Agentic AI

Agents that work your PT data for you.

RollSuite agents continuously monitor your portfolio, surface anomalies, and take action—so your team can focus on patient outcomes instead of spreadsheets.

Authorization Tracking

Agents monitor authorization expirations across every payer and patient in your portfolio. Get alerted before authorizations lapse—preventing denied claims and lost revenue before they happen.

Automated Reporting

Board decks, lender packages, and monthly operating reports assembled automatically from live data. Agents compile, format, and distribute on your schedule—no analyst time required.

Proactive Alerts

Get notified the moment a KPI crosses a threshold you set—cancellation rates spiking at a clinic, units per visit dropping, or clinician productivity falling. Agents push alerts so the right person acts immediately.

Built for every seat at the table

One platform, tailored to every role.

Whether you lead finance, operations, marketing, revenue cycle, corporate development, or sit on the board—RollSuite surfaces the data your role demands, the way you need it.

FinanceOpsMarketingRCMCorp DevInvestors
Finance & Accounting

From chaos to clarity.

Unified data extraction

Easily pull data from disparate EMR and practice management systems into one place—no manual exports or spreadsheet wrangling.

Automated report distribution

Queue or distribute financial reports automatically to the right stakeholders on the schedule you define.

Auditor-friendly overrides

Handle exceptions with overrides that leave notes for auditors, keeping your books clean and your audit trail intact.

Sophisticated financial models

Create sophisticated financial models like cashflow waterfalls that update in real time as underlying data changes.

RollSuite — Finance
Finance/Collections/Waterfall

A: Net Revenue Percent Credited Waterfall

i
Southeast RegionQ4 2025
RegionLoc CodeLocationWk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8Wk 9Wk 10Wk 11Wk 12Wk 13
Southeast101Summit PT – Buckhead82%0%72%15%15%2%0%0%0%0%0%0%0%
Southeast102Apex Rehab – Midtown14%6%38%0%22%3%0%0%0%4%2%8%3%
Southeast103Summit PT – Decatur35%12%28%14%0%3%0%0%0%0%0%0%0%
Southeast104Kinetic PT – Roswell100%0%0%0%0%0%0%0%0%0%0%0%0%
Southeast105Apex Rehab – Sandy Springs44%8%0%3%22%2%0%0%0%0%14%4%1%
Southeast106Summit PT – Marietta55%14%3%3%0%8%6%1%0%0%0%0%2%
Southeast107Kinetic PT – Alpharetta30%8%36%24%0%0%0%0%0%0%0%0%0%
Southeast108Apex Rehab – Dunwoody38%3%14%2%3%0%3%0%4%2%28%0%0%
Rows: 8   Total Rows: 8
CSV
XLS
Operations

The metrics that matter for PT platforms.

Track the operational KPIs that drive physical therapy practice value—across every clinic, every clinician, every day. No more waiting for month-end spreadsheets.

Units per Visit
Visits per Authorization
Plan of Care Completion
Cancel / No-Show Rate
Net Revenue per Visit
Referral-to-Eval Conversion
Clinician Productivity
Payer Mix Analysis
Marketing

See which referral sources actually drive new patients.

RollSuite connects referral source data to actual patient evaluations and plan-of-care completions across every location—so you stop guessing and start optimizing.

  • Attribute new patients back to physician referrals, Google Ads, Healthgrades, and more
  • Compare referral-to-eval conversion rates across sources and locations
  • Identify top- and bottom-performing clinics by patient acquisition cost
  • Track same-store new patient growth month over month

Monthly Referrals by Source

Last 6 months
Physician Referrals248 patients
Google Ads86 patients
Healthgrades42 patients
Direct / Walk-In34 patients
Insurance Directory18 patients

Referral-to-Eval Conversion by Location

Conversion % vs Volume
Conversion %Referral Volume →
Buckhead
Midtown
Sandy Springs
Roswell
Marietta
Alpharetta
Decatur
Dunwoody
Best ROI
High conversion, high volume Moderate Low conversion, low volume
Revenue Cycle Management

Authorization and collections visibility across every clinic.

Track authorization utilization, collections rates, and claim status across your entire portfolio. Identify underperforming locations before revenue leaks compound.

Auth Utilization
84.2%
+6.8%

Track authorized visits vs. completed visits across every payer and patient. Get alerted before authorizations expire so no visits go unbilled.

Collections Rate
94.1%
+3.9%

Track collections as a percentage of net revenue at every level—clinic, clinician, payer. Identify underperformers before revenue leaks compound.

Claim Denials
4.3%
−2.1%

Identify denial patterns by CPT code, payer, and location to reduce rework and write-offs. Surface root causes like missing modifiers or expired auths.

Corporate Development

Diligence-ready data from day one.

Whether you're acquiring a single clinic or rolling up a regional PT platform, RollSuite gives your corp dev team instant visibility into target performance—before the LOI is signed.

  • Standardized financial data across disparate EMR systems within days
  • Pre-built QoE templates that map to PT-specific revenue drivers
  • Integration playbooks that cut post-close onboarding from months to weeks
  • Side-by-side benchmarking of targets against your existing portfolio

M&A Acceleration

LOI to data room
6–8 weeks
1-2 days
EMR integration
3–6 months
1-2 weeks
Financial normalization
Manual / Excel
Automated
Portfolio comparison
Not available
Real-time
For Investors & Board Members

Portfolio visibility that scales with your thesis.

Real-time operating dashboards, automated board decks, and cross-portfolio benchmarking—so you can focus on value creation, not data collection.

Board-Ready Reporting

Automated monthly operating reports with visits, units, revenue, EBITDA, and clinician-level detail. Delivered on schedule without analyst hours.

Cross-Portfolio Benchmarking

Compare KPIs across every platform company and clinic. Spot underperformers, surface best practices, and quantify operational improvements.

Value Creation Tracking

Map every operational initiative to EBITDA impact. Track same-store growth, integration synergies, and margin expansion from acquisition to exit.

Success Team

A true partner, not just a vendor.

Every RollSuite customer gets a dedicated success team that understands physical therapy from the treatment room to the boardroom.

PT Industry Experts

Our success team includes seasoned physical therapy operators who understand the nuances of multi-site PT management—from CPT coding to clinician compensation models and authorization workflows.

  • Weekly or monthly standing meetings with your team
  • KPI reviews and benchmarking against industry standards
  • Onboarding playbooks tailored to your portfolio size
  • In-app chat support for your full org

Forward Deployed Engineers

Need a module that doesn't exist yet? Our engineering team embeds with your organization to build custom dashboards, workflows, and integrations purpose-built for your PT platform.

  • Custom modules and reports for your specific org structure
  • Bespoke integrations with proprietary internal tools
  • On-site or virtual embedded engineering sprints
  • Rapid iteration—new capabilities in days, not quarters

How the partnership works

01

Kickoff

Meet your success team and align on goals, KPIs, and authorization tracking priorities.

02

Integration

We connect your EMR platforms and build your custom dashboard in the first weeks.

03

Cadence

Weekly or monthly check-ins to review performance, surface insights, and prioritize requests.

04

Build

Forward deployed engineers deliver custom modules and iterate based on your feedback.

Case Studies

How PT platforms scale with RollSuite.

From emerging platforms to 100+ location portfolios, see how physical therapy operators use RollSuite to drive visibility and value creation.

FinanceIntegrations

Regional PT platform unifies 5 EMR systems in 4 weeks

A 28-location Southeast PT platform replaced manual Excel consolidation with RollSuite, cutting their close cycle from 5 weeks to under 10 days.

75%faster month-end close
OpsDashboard

PE-backed platform gains real-time visit-level visibility

After acquiring 15 clinics across 4 states, the sponsor needed a single view of units per visit and clinician productivity. RollSuite delivered it in weeks.

3xfaster board reporting
RCMWorkflows

PT group recovers $320K by tracking authorization expirations

Automated authorization alerts and payer-level tracking helped a 32-location PT platform prevent denied claims and recapture outstanding revenue.

$320Krecovered in 90 days

Common questions

How does RollSuite connect to physical therapy EMR systems?

We connect to WebPT, Raintree, Net Health, TheraOffice, and other PT EMR/PM tools via secure APIs or data extracts, normalize CPT codes and visit data, and keep data synchronized—without changing clinical workflows.

What KPIs do you support for PT?

We support units per visit, visits per authorization, plan-of-care completion rate, cancel/no-show rate, net revenue per visit, clinician productivity, referral-to-eval conversion, and many more. Users can also define custom KPIs specific to their portfolio.

How fast can you deploy across my entire platform?

We can deploy across an entire PT platform in 6–9 weeks without ripping and replacing existing software. Most clients see initial data within the first 2 weeks.

Do you replace our existing EMR?

No. RollSuite sits on top of your existing systems. We ingest data from every EMR in your portfolio and normalize it into a unified data layer. Your clinical teams keep working exactly as they do today.

RollSuite

Integration is no longer a bottleneck.

Connect every EMR, unify every metric, and start making decisions from a single source of truth.