All Clients: filtering your book and spotting concentration risk

What All Clients is for

All Clients is the full, searchable roster behind the Clients home: every carrier, TPA, private-pay, and commercial relationship you have, in one filterable list. Where the Clients home surfaces Verinode's picks (findings, a handful of recent tiles), All Clients is where you go to work the whole book: find one specific client, sort the portfolio by whatever matters this week, or step back and read two built-in reads on how concentrated your revenue is.

Nothing on this tab is a list you maintain by hand. Clients appear as jobs are assigned to them, and their numbers (revenue, jobs, collection rate, days to pay) update as payments and documents flow in. Verinode reads what is already in your account; it does not manage your client list or negotiate on your behalf.

Where to find it

Open Clients from the sidebar, at iq.verinode.ai/clients. Click into any tile or the section itself to open the full-screen card slider, then select the All Clients tab. It sits between Findings and Health in the tab strip (Findings, Book of Business, All Clients, Health, Pushback, Scorecards, Programs, Benchmarks; the exact set depends on what's surfaced for your account).

The filter bar

At the top of the tab sits a single row: a search box, three dropdowns, and a view toggle. Every choice you make here is written into the page URL, so refreshing, bookmarking, or sharing a link lands you back on the same filtered view.

• Search, a free-text box, placeholder "Search clients, carriers, TPAs…". It matches against client name only, case-insensitively.
• Type dropdown, starts on "All types." The list below it is built dynamically from your own data: only the client types you actually have appear, using their humanized labels (Carrier, TPA, Private Pay, Commercial). You will never see a type in the dropdown you have zero clients of.
• Status dropdown, three choices: Active (the default), Archived, All statuses. Active hides anything you've archived; Archived shows only archived relationships; All statuses shows everything.
• Sort dropdown, six options, each prefixed "Sort:" in the control:

- Attention (the default): Verinode's own read on which relationships deserve your next look. Explained below. - Revenue: highest total collected first. - Total Jobs: highest job count first. - Days to Pay: fastest payers first; clients with no days-to-pay figure yet sort to the bottom regardless of the sort direction. - Collection %: highest collection rate first. - Recent Activity: most recent last-job date first.

• View toggle, switches the list below between Cards and Table. Cards is the default.

When any filter differs from its default (a search term is typed, a type or status is picked), a line appears just under the bar: "N of M clients," so you always know how much of the book is currently hidden.

How the Attention sort works

Attention is not a ranking of your biggest or best clients, it is a ranking of which relationships are worth a closer look right now. It only fires on clients with at least a handful of jobs on file; relationships too new to say anything about score zero and fall to wherever their revenue tiebreak lands them.

Once a client clears that bar, Attention weighs three things, each pulling more weight the worse it gets:

• Collection rate. A client collecting well below what they billed scores highest here. A milder shortfall still counts, just less.
• Days to pay. When Verinode has a peer benchmark for that specific carrier (enough other operators reporting on the same carrier to form a comparison), a client paying meaningfully slower than peers on that same carrier scores heavily, weighted further by the estimated monthly cost of carrying that slower cash. Without a peer benchmark, the score falls back to your own absolute pace: consistently slow payers still surface, just against a fixed bar instead of a peer-relative one.
• Approval rate, peer-relative only, when Verinode can compare your supplement approval rate on that carrier against what peers see on the same carrier and you're running meaningfully behind.

A small bump also applies to any carrier or TPA with real job volume but zero scorecards on file, since Verinode cannot track trend on a relationship it has no scorecard history for. Ties resolve by revenue, so among equally "needs attention" clients, the ones contributing more to your book rank first.

This is the same logic that feeds the per-client relationship-health signals on the Health tab and the exit/renegotiate stances you'll see elsewhere in Clients, so a client that reads as needing attention here is consistent with what you'll find if you drill into it.

Cards view

The default view. Each client renders as a card in a responsive grid (one column on narrow screens, up to three across on wide ones). A card shows:

• The client's logo tile and name, bold, at the top.
• A colored type chip underneath the name: Carrier, TPA, Private Pay, or Commercial.
• If the carrier or TPA is designated by your franchise HQ, a Network Preferred badge sits next to the type chip.
• If Verinode has enriched the client with its own research, a small note reads "researched Nd ago" (or "today," "yesterday," "Nmo ago") next to the type chip, hoverable for the exact freshness.
• If the relationship is archived, "Archived" appears in the top-right corner instead of anything else.
• Three stat boxes in a row: Revenue (total collected, abbreviated: $1.2M, $45.0k, or the exact dollar figure under $1,000; a dash if nothing's been collected yet), Jobs (total job count), and DTP (average days to pay, a dash if unknown).
• Below the stats, a line pairing the collection rate (percent of billed revenue actually collected, dash if unknown) with the relative time since the last job ("Today," "Yesterday," "Nd ago," "Nmo ago," or a dash if there's never been a job).
• If the client has any scorecards on file, a small copper pill at the bottom reads "N scorecard" or "N scorecards."

Clicking anywhere on a card opens that client's full detail view.

Table view

Switching the view toggle to Table renders the same filtered, sorted set as rows instead of cards, with seven columns: Name, Type, Jobs, Revenue, Collection, DTP, Last Job.

• Name shows the logo and client name.
• Type shows the same colored chip as the card view, plus the "researched Nd ago" freshness note when it applies.
• Jobs shows the total job count, with active jobs called out beside it in parentheses when there are any, e.g. "12 (3 active)".
• Revenue shows total collected, same abbreviated formatting as the card view, dash if nothing's been collected.
• Collection shows the collection rate as a percentage, dash if unknown.
• DTP shows average days to pay, dash if unknown.
• Last Job shows the same relative-time string as the card view.

Clicking any row opens that client's detail view, same as clicking a card.

Concentration-risk callouts

Above the client list, Verinode runs two checks against your active book (archived clients are excluded from both) and surfaces a callout when either fires. These use only your own numbers, no peer data required, so they can appear even on a brand-new account with just a few clients on file.

Concentration Risk fires when one client accounts for more than 40% of your total collected revenue. It reads:

"[Client name] is [X]% of your collected revenue." "If they change their program, your book absorbs the full hit. Diversifying the next 3-5 new relationships toward other carriers/TPAs is the highest-leverage hedge."

Top-Heavy Book fires when your top three clients together account for more than 80% of collected revenue (and you have at least three clients with revenue to rank), and the single-client threshold above hasn't already fired. It reads:

"Your top 3 clients account for [X]% of collected revenue." "Worth checking how much cushion you have if any one of them slows down lead allocation, the rest of the book may not be enough to cover the gap."

Both callouts are read-only observations, not a workflow you have to dismiss. They recalculate every time you load the tab, based on whatever your book looks like right now, and disappear on their own once your revenue mix diversifies below the threshold.

A related, book-wide roll-up of exit and renegotiate stances across your carriers and TPAs (the "Portfolio Under Pressure" callout) lives on the Findings tab, not here. Concentration Risk and Top-Heavy Book are about how your revenue is distributed across clients; the Findings roll-up is about how many individual relationships are underperforming. They're deliberately separate reads on the same book.

Empty states

• No clients at all. The tab reads: "No clients yet. Send a carrier list, TPA scorecard, or job export to have the agent detect your client roster."
• Filters return nothing. When your search or filter combination matches zero clients, the list is replaced with "No clients match your filters," "Try adjusting your search or filter criteria," and a Clear filters button that resets search, type, and status back to their defaults in one click.

The revenue x collection-rate portfolio matrix

The portfolio matrix lives on the Benchmarks tab within the same client card slider, in a section titled Client Portfolio, right below the Peer Comparison Spotlight and Holding the Line callouts. It is the visual complement to the All Clients list: instead of scanning rows, you see your whole active book (every client with either revenue or a job on file) plotted as bubbles on a single chart.

• X-axis: Profitability (Collection Rate), running left to right from 0% to 100% collected.
• Y-axis: Revenue, running bottom to top, scaled to your largest client.
• Bubble size scales with job count, more jobs with that client makes a bigger bubble.
• Bubble color maps to client type via the legend above the chart: Carrier (Steel Blue), TPA (Deep Purple), Private Pay (Copper), Commercial (IQ Teal).

Dashed crosshairs split the chart into four labeled quadrants:

• Stars (top-right: high revenue, high collection rate): "Your best clients."
• Cash Cows (bottom-right: high collection rate, lower revenue): "Making money but could make more."
• Question Marks (top-left: high revenue, lower collection rate): "New. Give them time."
• Dogs (bottom-left: low revenue, low collection rate): "Costing you money."

Hovering a bubble pops a small card with the client's name, revenue, collection rate, and job count. Clicking a bubble opens that client's detail view, same as clicking a card or row in All Clients.

Empty state. With no clients (or no revenue/collection data yet), the matrix area reads: "Not enough client data. Portfolio matrix will appear as client revenue and collection data is imported."

How this fits with the rest of Clients

All Clients is the roster; the other tabs in the same slider apply different lenses to it. Findings rolls up decisions and portfolio-wide stance pressure. Health scores every active client on payment speed, collection rate, and scorecard coverage. Benchmarks (home of the portfolio matrix above) compares your carrier relationships against peer operators on the same carriers. For a full walkthrough of the Clients home and how these tabs connect, see the Clients overview and Clients and carrier relationships. For how the underlying peer comparisons are built, see How benchmarks work.