Healthcare – Monthly Billing Summaries

What is a Monthly Billing Summary Report for a Healthcare Provider? Billing summary reports are considered operational analysis reports and are used by accountants to analyze billing revenues from various perspectives. Some of the main functionality in this type of visual report is that it is parameter driven and contains four major sections: 1) Monthly billings by insurance company, 2) Monthly billings by biller, 3) Monthly billings by doctor and 4) Monthly billings by revenue group. Note: Only the first section is visible in the screenshot below. You find an example of this type of visual report below.

Purpose of Monthly Billing Summary Reports Healthcare providers use Monthly Billing Summary Reports to give executives and financial managers an easy, self-service way to slice the organization's billing revenues. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a healthcare institution can improve its billing revenues and related strategies and planning as well as reduce the chances that managers lack insight to important drivers of billing revenues.

Who Uses This Type of Visual report? The typical users of this type of visual report are: CFOs and accountants. Other Visual Reports Often Used in Conjunction with Monthly Billing Summary Reports Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Monthly Billing Summary Reports, along with billing and revenue dashboards, income statements, cash flow 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 Billing Summaries in Solver? The Healthcare – Monthly Billing 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? 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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