Client Findings: what deserves attention today

What Client Findings is

Client Findings is Verinode's actual work product for your book of carriers, TPAs, and payer relationships: the specific, dollar-backed decisions your agent has surfaced from the jobs, payments, and scorecards flowing into your account. It is not a client list and not a dashboard. It is the answer to "out of every relationship I have, what actually deserves my attention today."

There are two places this shows up, and they are related but not identical:

• The Take Action row on the Clients home page, a horizontal strip of tiles under the hero band.
• The Findings tab, the first of nine tabs inside the Clients card slider (the full-screen overlay that opens when you click into the section).

Verinode does not manage your client relationships or negotiate on your behalf. It reads the jobs, payments, and scorecards you already have, computes patterns against your own history and, where a peer cohort exists, against how similar operators are doing on the same carrier, and lays the recommendation out plainly. You decide whether to act, park it, or ignore it.

Where to find it

Open Clients from the sidebar, under Revenue, at iq.verinode.ai/clients. The Take Action row sits directly under the hero band, the second row on the page. To reach the Findings tab, click any client tile, the hero, or any Explore tile to open the card slider, then select Findings in the tab strip (it is selected by default): Findings, Book of Business, All Clients, Health, Pushback, Scorecards, Carrier Programs, TPA Programs, Benchmarks.

The Take Action row (Clients home)

This row is what you see first, without opening anything. It builds itself from up to three kinds of tile, in order, plus your actual decisions:

1. Ask IQ about Clients, a copper cover tile that opens the agent panel with a client-specific conversation already seeded. It retires itself the first time you engage with it, any message sent or tile clicked, so it stops showing once the habit has formed.
2. Make Clients work / Deepen Clients, present only while the section is missing data it needs. Cold, it reads "Upload Your Data To Switch It On" with a short list of what to send. Partial, it reads "N Of M Sources In. Add The Rest." with a checklist, each source marked with a check when present or an open dot naming the tool when missing. Once every input is in, this tile disappears.
3. Decision tiles, your actual client findings, described below.

Reading a decision tile

Every tile in this row shares one component with every other section on the platform (jobs, vendors, and Clients all use the same tile), so a "Recommended" copper eyebrow always sits at the top. Below it:

• A dollar figure, when the decision has a quantified impact, formatted the same way everywhere on Verinode ($450, $12k, $1.4M) with a period suffix ("/mo" or "/yr"). Underneath the dollar figure, a short subject line names what it is about, for example a specific carrier's payment cadence drifting from peers, so the number is never floating without context.
• No dollar figure, for findings that cannot be cleanly priced (a program eligibility gap, for instance). The headline is a plain, readable description of the metric instead, never a raw database value.
• An entity panel on the right: the client's logo, its name, a row of four lifecycle dots (Flagged, Planned, Acting, Resolved) showing exactly how far along the decision is, and, when Verinode has enough history, a trajectory arrow and label (Improving, Stable, Declining).

The first tile in the row renders larger (the hero variant) than the rest. Clicking a tile opens the decision as a glass overlay on top of whatever you were doing, no full-page navigation. Only open decisions (pending or recently snoozed) show up here; once one resolves, it drops off this row and lives in your full decision history instead.

The four honest empty states

If there is nothing open to show, the row does not fake a finding. It shows exactly one of four states:

1. 1No clients on file: "Get carrier + TPA intelligence flowing." "Three quick moves and your first client decisions surface within minutes." Three clickable steps follow: upload a recent carrier scorecard (PSP, ASP, DRP, POMS, or any carrier program report), forward a carrier assignment email (links to Connect to set up auto-forwarding), or paste a TPA invoice or claim summary (best practice: include the claim number so it ties to the right job). A footer line reads "Decisions surface as jobs + payments match to each relationship," followed by the data-trust line.
2. 2Clients exist, nothing has surfaced yet: "Still learning your portfolio." "As your agent analyzes carrier performance, scorecards, and repeat-business patterns, top decisions will appear here." This is the honest middle ground: real relationships are in the system, but no pattern has cleared the bar to surface yet.
3. 3Clients exist, every past signal resolved: "Your portfolio is clean." "You've worked through N signal[s]. New ones will surface as carriers send scorecards and job patterns shift." This is the state you want steadily: your open count dropped to zero because you worked through it, not because nothing was ever found.
4. 4Open decisions exist. The actual decision tiles render instead of any empty-state card.

The Findings tab (inside the client slider)

The Findings tab is where the same decisions live in full, plus two things you will not find on the home Take Action row: a Scorecard Tips section and a Portfolio Under Pressure rollup. It loads its decisions, scorecard tips, and portfolio peer benchmarks in the background the moment the slider opens, so the other eight tabs never wait on it.

The grid

At the top, a small uppercase label counts how many decisions are waiting: "N decisions to review" ("1 decision to review" when there is exactly one). Below it, tiles lay out in a responsive grid, one column narrow, up to three across on wide screens.

Empty state. When Verinode has nothing open for Clients and no scorecard tips and no portfolio-level pattern, the tab reads exactly: "No decisions for clients right now. As your agent finds patterns, they'll appear here."

Each tile in the grid is built the same way as the Take Action tiles above, with one addition: a small colored status pill, top right (reads Pending, Hard Hat Yellow, for a freshly surfaced decision). Clicking a tile that is already stamped Acted or Done (a tinted, rubber-stamp watermark) skips straight to that decision's full workspace at /decisions/[id], since the review step is behind you. Clicking any other tile drills the slider one level deeper into a single decision, full detail, in the same overlay, with a "← All decisions" breadcrumb to back out, and left/right arrow keys, swipe, or the floating side arrows to page through the rest of your open client decisions without leaving the drill-in. See The Findings Tab: Vendor Decisions for the full anatomy of a drilled-in decision (the impact tag, the recommendation or "needs your context" tile, what peers did, and the Act / Not now / Ignore buttons); the mechanics are identical here since Clients shares the same underlying components.

Scorecard Tips

Immediately above the decision grid, when you have open tips, a Scorecard Tips block appears: a small uppercase label followed by "N tip[s] generated from your most-recent scorecards. Act opens the decision workspace." Each tip renders as a full card, the same one used on the dedicated Scorecards tab: a KPI it concerns, the client's name, a headline stating what changed, a short rationale, and a copper Recommended action line, with Act, Not now, Ignore, and Acknowledge with note underneath. Resolving a tip here removes it from the list immediately.

If both tips and ordinary decisions are open at the same time, the decision grid gets its own small label, "Other Client Findings," directly above it, so the two kinds of finding read as distinct groups rather than one undifferentiated pile. See Scorecards: tracking carrier and TPA performance over time for how tips get generated and the full detail on the Act / Not now / Ignore / Acknowledge actions.

Portfolio Under Pressure

This is the one thing on the Findings tab you will not find anywhere else on the page: a rollup that looks across every active carrier and TPA relationship in your book at once, not one client at a time.

Every active carrier and TPA in your portfolio is classified into one of five stances, using your own collection rate and days-to-pay, and, where a peer cohort exists for that specific carrier, how you compare to peers paid by the same carrier:

• Watching, a relationship still too new to have a real read on.
• Exit, the relationship's collections and payment speed have fallen far enough, on an absolute basis or against peers on the same carrier, that continuing to send it work is actively working against you.
• Renegotiate, meaningfully slower payment or lower supplement approval than peers on the same carrier, or a collection rate soft enough at real volume to be worth a direct conversation before it hardens into a bigger problem.
• Push, a relationship performing at or ahead of what peers see on the same carrier, still building volume, the kind worth leaning into.
• Keep, a stable relationship with nothing flagged either way.

Portfolio Under Pressure fires when trouble is not isolated to one relationship, when a real cluster of your carriers and TPAs are landing in Exit or Renegotiate at the same time. When it fires, a copper-to-ember block appears above everything else on the tab:

• "Portfolio Under Pressure", an uppercase ember-red eyebrow.
• A headline naming how many carriers are in Exit stance, and, when any are, how many more are flagged for renegotiation, for example "2 carriers in exit stance and 3 flagged for renegotiation."
• A line of context: "Systemic friction across the book, not isolated to one client. Work the individual stances below, but also look at whether this points at something in your process (invoicing cadence, documentation bar, scope-write quality) that recurs across relationships."
• A list of the affected clients (Exit rows first, then Renegotiate, up to six shown), each row a clickable client name with its stance label, Exit in ember red or Renegotiate in maintain yellow. Clicking a row opens that client's detail card, where the same stance shows in the title bar next to the client type, along with the specific finding driving it under What To Act On.

Only carrier and TPA relationships feed this rollup; archived clients and private-pay/commercial accounts are excluded, since private-pay and commercial clients are not paid on a carrier program cadence in the first place.

What happens after you act

Clicking Act on any decision or scorecard tip, whether from the Take Action row or the Findings tab, materializes it as a real, trackable item and routes you to /decisions/[id], the same workspace every decision on the platform shares, where your agent drafts a concrete plan you review, edit, and check off step by step. See The decision workspace for the full lifecycle from a fresh Act click through to a resolved outcome.

How Findings relates to the rest of Clients

Findings is where the client section's work product lives; the other eight tabs are where the underlying data lives. A decision flagging a carrier paying slower than peers traces back to the Health tab. A decision about supplement denials traces back to Pushback. A scorecard tip traces back to the Scorecards tab. A program-eligibility finding traces back to Carrier Programs. Findings is what turns all of that raw relationship data into something you can act on today, instead of leaving you to spot the pattern yourself across eight separate tabs.

Best-practice example

You open Clients and the Findings tab reads "4 decisions to review," with a Portfolio Under Pressure block above it naming two carriers in Exit stance and one flagged for Renegotiate. Below that sits one open scorecard tip about a TPA's on-time percentage sliding, labeled under "Scorecard Tips," and the four other decisions render under "Other Client Findings." You click the first Exit-stance client name in the Portfolio Under Pressure list, which opens its detail card straight to the finding driving the stance: a days-to-pay gap against peers on that same carrier with a real monthly cost of carry attached. You act on it, landing in the decision workspace with a plan already drafted. Back in Findings, you address the scorecard tip next since it is a five-minute Act, then work the remaining decisions in order of dollar impact.

Data sources

Related articles

• The Clients section: your carrier, TPA, and payer relationships
• Opening a client: the relationship detail card
• Scorecards: tracking carrier and TPA performance over time
• The Health view: relationship risk across your book
• The Pushback view: the denial cut across carriers and TPAs
• The Findings Tab: Vendor Decisions
• The decision workspace
• Clients and carriers
• How benchmarks work
• Reading a benchmark