Healthcare – Claims Analysis

What is a Claims Analysis Dashboard? Claims Dashboards are considered payor and reimbursement analysis tools and are used by CFOs and medical billing managers to analyze KPIs related to claims. Some of the main functionality in this type of dashboard is that it uses KPIs, a matrix and charts to provide analysis in seven areas: 1) Total charges and reimbursement amounts, 2) Number of claims and claims paid, 3) Payor report matrix with charges, reimbursements, number of claims, number of claims paid, percent of claims paid, 4) Total charges KPI (amount), Total number of claims KPI, Total reimbursements KPI (amount), and Total number of claims paid KPI. You find an example of this type of dashboard below.

Purpose of Claims Analysis Dashboards Healthcare organizations use Claims Analysis Dashboards to give managers a single place to easily review claims metrics. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Billing departments, an organization can improve its payor and claims processes, and it can reduce the chances that revenues are lost due to lack of analysis and oversight. 

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 Claims Analysis Dashboards Progressive Financial Planning & Analysis (FP&A) and Billing departments sometimes use several different Claims Analysis 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, claims 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 – Claims Analysis in Solver? The Healthcare – Claims Analysis 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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