By July, the year either gets back on track or gets harder to recover. This field guide breaks down the five metrics that signal whether Q4 will accelerate or stall — and how to act on them while there’s still time.
90%+
First-time documentation accuracy with electronic systems
35M+
People enrolled in Medicare Advantage as of Feb 2026
~26%
Of HME business volume now flows through MA plans
What’s inside:
Five KPIs that move beyond activity tracking
Not more dashboards — a focused set of leading and operational indicators that show whether referral growth, follow-through, and payer dynamics are moving the right way, before closed revenue confirms what already happened.
- Referral source concentration
- Net new referring physicians per rep
- Referral-to-setup conversion rate
- Average revenue per referral source
- Medicare Advantage mix of new referrals
