Healthcare – Claims Dashboard

What is a Claims Dashboard? Claims Dashboards are considered operational analysis tools and are used by CFOs and claims managers to monitor claims metrics. Some of the main functionality in this type of dashboard is that it provides claims analysis from these six perspectives: 1) Number of claims versus claims paid per payor, 2) Claims rejections by payor, 3) Top payors ranked by reimbursement, 4) Number of claims versus claims paid - monthly trend, 5) Accounts receivable - monthly trend, and 6) Top physicians ranked by percent of claims paid. You find an example of this type of dashboard below.

Purpose of Healthcare Claims Dashboards Healthcare organizations use Claims Dashboards to analyze how-, by whom- when- and if their billings get paid. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategies to claims payments and reimbursements, and it can reduce the chances that managers miss important factors affecting claims with resulting lost revenues.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, CFOs, analysts, claims managers, receivables and collections managers. Other Reports Often Used in Conjunction with Healthcare Claims Dashboards Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Healthcare Claims Dashboards, along with AR reports, claims reports, billing reports, cash flow reports, profit & loss reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for healthcare finance teams and aligned with Solver's xFP&A platform, this Solver dashboard template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Healthcare – Claims Dashboard in Solver? The Healthcare – Claims Dashboard is a pre-built xFP&A dashboard template in Solver designed for healthcare organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for healthcare finance workflows.

Who uses this Solver dashboard template? This template is primarily used by CFOs, healthcare finance managers, and controllers in healthcare organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for healthcare finance teams managing budgets, forecasts, and performance reviews.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Clinical and revenue cycle management systems can also be integrated for a complete financial and operational picture. Once connected, the template updates in near real-time with no manual data entry required.

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