Healthcare – Collection to Charge Analysis

What is a Collections to Charge Rate Dashboard? Collections to Charge Rate Dashboards are considered billing process and collection optimization analysis tools and are used by CFOs and collections managers to analyze the rate at which the organization is able to collect versus how much it charges. Some of the main functionality in this type of dashboard is that it provides analysis from three perspectives: 1) Collection to charge rate per individual biller, 2) Collection to charge rate by insurance company (payor), 3) Collection to charge rate by patient (using patient number). The user can choose month and year filter from the drop down boxes on the top of the screen. You find an example of this type of dashboard below.

Purpose of Collections to Charge Rate Dashboards Healthcare organizations use Collections to Charge Rate Dashboards to analyze how well (or not) they are able to collect versus what they charge. When used as part of good business practices in Financial Planning & Analysis (FP&A) and collections departments, an organization can improve its revenues and related cash flow, and it can reduce the chances that elements of pricing, billing, charging or collections processes are not overhauled when systemic problems are discovered. 

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: CFOs, collections manager, accountants, analysts. Other Reports Often Used in Conjunction with Collection to Charge Rate Dashboards Progressive Financial Planning & Analysis (FP&A) and collections departments sometimes use several different Collections to Charge Rate Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) 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 – Collection to Charge Analysis in Solver? The Healthcare – Collection to Charge 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? Finance leaders at healthcare organizations — including CFOs, healthcare finance managers, and controllers — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

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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