Healthcare – Monthly Billings by Payor

What is a Monthly Billings by Insurance Company Dashboard? Billings by Insurance Company Dashboards are considered billing analysis tools and are used by CFOs and medical billing managers to analyze how much each insurance company is paying on billed amounts. Some of the main functionality in this type of dashboard is that it gives the user both a matrix report with detailed billing matrix and it provides a chart with rankings of the payors. The matrix shows insurance company name, billing amount, collection amount, % of total amount, and collection rate. The chart ranks the payors from low to high. You find an example of this type of dashboard below.

Purpose of Monthly billings by Insurance Company Dashboards Healthcare organizations use Monthly billings by Insurance Company Dashboards to give managers an easy way to monitor the payors involved in the payment process. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Billing departments, an organization can improve its billing processes and improve revenues, and it can reduce the chances that there are issues with certain payors (insurance companies).

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: CFOs, medical billing manager, collections manager, accountants, analysts. Other Reports Often Used in Conjunction with Monthly billings by Insurance Company Dashboards Progressive Financial Planning & Analysis (FP&A) and Billing departments sometimes use several different Monthly billings by Insurance Company Dashboards, along with profit & loss reports, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) reports, payor reports 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 report 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 – Monthly Billings by Payor in Solver? The Healthcare – Monthly Billings by Payor is a pre-built xFP&A report 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 report template? Cfos, healthcare finance managers, and controllers in healthcare organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

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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