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ROI Calculator

This calculator estimates how much money you could save by moving more administrative transactions from manual to electronic processing. You’ll enter your current volumes first, then set a future target to see potential savings and ROI.

Enter your details. Discover your savings.

Explore sample scenarios for a small clinic and a large health plan.
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This refers to a common administrative task, like checking coverage, submitting and checking a claim, or confirming payment details.
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This refers to a common administrative task, like checking coverage, submitting and checking a claim, or confirming payment details.
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This refers to a common administrative task, like checking coverage, submitting and checking a claim, or confirming payment details.

Current Annual Volumes (in millions)

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For an administrative workflow task, the number that are completed automatically between systems (EDI) using a HIPAA-mandated or electronic standard, with little or no human re-entry.
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The number of administrative workflow tasks completed through a health plan website portal or phone system (IVR), where staff still type, click through screens, or manually confirm details.
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The number of administrative workflow tasks completed by people using only phone calls, fax, email, or mail.

Goal Annual Electronic Volumes (in millions)

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The number of administrative workflow tasks you want to complete automatically between systems.

We calculate the remaining volumes automatically based on your goal.

For the selected transaction, please include partial and manual volumes in the manual field, consistent with Index analyses.

For values less than 1 million, please enterwith decimal point (e.g., 300,000 = 0.30; 30,000 = 0.030; 3,000 = 0.0030).

Calculations above 100,000 are rounded to the second decimal place.

Estimated Annual Savings

$280 million

Current
Mode
($)
Cost per transaction
($)
Vol
(millions)
Spend
($ millions)
Electronic000
Partial000
Manual000
Total00

No COB dental benchmark reported for 2025 due to low sample size.

Future
Mode
($)
Cost per transaction
($)
Vol
(millions)
Spend
($ millions)
Electronic000
Partial000
Manual000
Total00

No COB dental benchmark reported for 2025 due to low sample size.

Calculate ROI below

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Discount Rate (%)
how much future savings are worth today. It is best to test rates between 3 and 7%. A higher rate means a more conservative ROI.

Your ROI is:

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ROI (%) over 5 years — percent return compared to your investment.

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Break even by year:

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Breakeven year – the year when savings equal the amount you invested.

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Note: A project can break even but show a negative ROI if recurring costs exceed savings in the years following breakeven.

Preview only — final ROI depends on full methodology and organization-specific assumptions.