Executive Summary
Concise one-page summary of costs, net benefits, and recommended action built from detailed tables and assumptions.
A complete ROI document helps stakeholders compare intervention costs to measurable benefits, support funding requests, and demonstrate compliance with reporting obligations. Clear assumptions and signed attestations strengthen auditability and reduce disputes about reported outcomes.
Final signatories usually include an authorized official with budget authority and a clinical representative who confirms outcome data.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; consider stronger MFA for PHI |
| Audit Trail | Enable full event log (IP, timestamp, user) |
| Access Control | Role-based access for editors, approvers, viewers |
| Integrations | Connect to EHR/finance via APIs or EMR export |
Ensure any chosen platform offers HIPAA BAA options if the ROI contains protected health information and that the audit trail is retained per policy.
Concise one-page summary of costs, net benefits, and recommended action built from detailed tables and assumptions.
Line-item costs and projected savings with supporting formulas and time horizon clearly stated for reproducibility.
Measured changes in utilization, readmissions, or quality that are attributed to the intervention with data sources cited.
Discount rates, attribution percentages, and sensitivity analysis that explain how results change under alternate scenarios.
Source extracts (claims runs, EHR reports, contracts) attached or referenced to substantiate inputs.
Signed blocks from finance and clinical leadership and an effective date for the report.
PDF/A of finalized ROI with embedded audit trail and signer details for legal permanence.
Excel or CSV of line-item calculations so reviewers can reproduce results.
Redacted claims runs, EHR query outputs, and invoices that support model inputs.
Metadata file noting custodians, retention period, and access controls.
John Butler led ROI consolidation across clinics using digital signatures to reduce processing time
Brian Fitzgibbons centralized ROI templates for portfolio projects to standardize reporting
Allow at least 2–4 weeks before final submission for review
Schedule signers a 5–10 business day window to complete approvals
Align ROI submission with grant deliverable due dates
Relevant returns such as Form 1099 deadlines may affect related reporting
Retention measured from effective date or filing date as applicable
| Criteria | OhioRise ROI | Grant Financial Report |
|---|---|---|
| Primary Purpose | project-level roi | funding compliance accounting |
| Evidence Required | detailed model + sources | transaction-level records |
| Signatures Needed | authorized official + clinical signoff | financial officer |
| Typical Audience | internal leaders and payers | grantor and auditors |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The program manager assembles inputs, documents methodology, and certifies the accuracy of operational and clinical metrics. They coordinate with finance and clinical leads to ensure assumptions are recorded and supporting extracts are attached.
The CFO or delegated finance officer verifies cost and savings calculations, authorizes financial attestations, and signs to confirm the organization accepts financial responsibility and reporting accuracy.