Healthcare – Operating Expenses Budget

What is a Operating Expense Budget Model for Healthcare Providers? Operating Expense ("Opex") budget input templates are considered essential in annual budgeting and forecasting processes and are often used by budget managers to collect expense plans from each department, especially within a healthcare facility. Key functionality in this type of input model shows months across the columns and general ledger (GL) expense accounts down the rows. Note: Any GL account (like payroll or capital expenses) that requires more detailed models will have their own templates that roll up to the Opex form. For any account where the user needs to enter more detail, they can click at the bottom of the screen to open a line item detail screen. This enables unlimited budget transactions with comments and spreading per GL account. You will find an example of this type of input model below.

Purpose of Operating Expense Models Hospitals and clinics use Operating Expense Models to get a detailed plan for their operating expenses at the department level. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a healthcare provider organization can improve its expense planning accuracy, as well as, reduce the chances that the budget process is delayed because department heads have not properly documented the reasons for their funding requests.

Who Uses This Type of Input Model? The typical users of this type of input model are: Budget managers and department managers. Other Input Models Often Used in Conjunction with Operating Expense Models Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Operating Expense Models along with budget templates for revenues, KPI metrics, payroll, balance sheet 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 planning 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 – Operating Expenses Budget in Solver? The Healthcare – Operating Expenses Budget is a pre-built xFP&A planning 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 planning template? Cfos, healthcare finance managers, and controllers in healthcare organizations rely on this Solver planning 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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