Step-by-Step Process

From Raw Claims Data to Actionable Insights

Vanaa Analytics transforms your billing data into revenue intelligence in five straightforward steps — no manual spreadsheet work required.

5
Simple Steps
<5min
Setup Time
Auto
Analytics Pipeline
AI
Powered Insights

The 5-Step Workflow

Follow this guided path to transform your healthcare claims data into comprehensive revenue cycle analytics.

1

Set Up Your Database Connection

Navigate to the ODBC Connectivity settings and enter your SQL Server host, port, database name, and credentials. Vanaa Analytics uses a secure DSN-based connection that stores your config server-side (never in the browser).

SQL Server DSN Config Encrypted Storage Or: Upload Excel/CSV

Sync or Upload Your Claims Data

Either trigger a live ODBC data pull from your connected database, or upload an Excel (.xlsx/.xls) or CSV file containing your claims data. The platform auto-detects column formats and validates data integrity before processing begins.

Live ODBC Sync Excel Upload CSV Import Auto-Validation
3

Automated Analytics Processing

Vanaa Analytics runs its complete analytics pipeline in the background using Celery workers. GCR/NCR calculations, deposit date analysis, payer breakdowns, provider summaries, and aging reports are all generated automatically — no manual steps required.

GCR & NCR Deposit Analysis Payer Breakdowns Provider Summaries Aging Buckets

Explore the Analytics Dashboard

Once processing completes, your full dashboard populates with interactive charts, metrics tables, and trend visualizations. Navigate between monthly/yearly views, drill down into carrier-level detail, and export any report to Excel with a single click.

Interactive Charts Trend Graphs Drill-Down Tables Excel Export
5

Chat with the AI Analyzer Agent

Open the AI Analyzer and ask any question about your data in plain English. The Gemini-powered agent has full context of your analytics — it can answer trend questions, generate custom Pandas analysis code, create additional visualizations, and export results.

Plain English Q&A Code Generation Chart Creation Report Export Gemini AI
Live Processing Timeline
ODBC Connected SQL Server — vanaa_billing_db
Data Pulled: 48,320 records Claims Q1–Q4 2024 synced
Analytics Pipeline Complete GCR 91.4% · NCR 87.2%
Dashboard Populated 14 reports · 6 charts ready
AI Agent Online Full data context loaded
All Systems Operational

ODBC worker active · Background queue processing · AI assistant ready

Technical Requirements

Vanaa Analytics is built on proven open-source technology. Your IT team will feel at home.

Python
Python 3.10+

Core runtime

Django
Django 5+

Web framework

PostgreSQL
PostgreSQL

App database

Redis
Redis

Task broker

Gemini AI
Gemini AI

AI assistant

SQL Server
SQL Server

ODBC source

Still have questions about the process?

Our FAQ page covers common setup questions, ODBC configuration, and AI assistant usage.

View FAQ Get a Live Demo

See It In Action — Request a Demo

Watch a live walkthrough of all 5 steps with sample healthcare billing data in your industry.