Healthcare – Monthly Charge Summaries

What is a Monthly Charges Summary Report? Monthly charges reports are considered important reports for healthcare organizations and are used by CFOs, accountants and revenue officers to analyze all monthly charges. Some of the main functionality in this type of analytical summary report is that it can be filtered by biller, insurance provider and physician. Across the columns you find all 12 months of the year as well as a total and how much (%) each row is of the total amount. Downwards in the report there are four sections: 1) Metrics by insurance company, 2) Metrics by biller, 3) Metrics by physician, 4) Metrics by revenue group. At the bottom each section you find sub-totals. You find an example of this type of analytical summary report below.

Purpose of Monthly Charges Summary Reports Healthcare providers use Monthly Charges Summary Reports to get a clear understanding of monthly charges and trends from all possible angles. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a healthcare provider can improve its revenues and collection strategies as well as reduce the chances that low performance areas or issues go undetected.

Who Uses This Type of Analytical Summary Report? The typical users of this type of analytical summary report are: CFOs, revenue officers, collections managers, analysts, accountants, budget managers. Other Reports Often Used in Conjunction with Monthly Charges Summary Reports Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Monthly Charges Summary Reports, along with revenue dashboards, detailed billings/charges/collections reports, budget reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from management systems or 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 Charge Summaries in Solver? The Healthcare – Monthly Charge Summaries 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? 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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