Executive Financial & Operational Dashboard Build
Trace every dollar from charge to payment, and every labor hour to the work it produced, in one set of dashboards.
For healthcare organizations ready to replace monthly spreadsheet packs with live dashboards. We design and build up to six dashboard modules in your existing BI tool, connected to your own data.
What’s included
- Claims: charge-to-payment view by service line, provider and payer
- Labor: workforce cost from enterprise totals down to provider and department
- Clinical output: encounters, visits and wRVUs tied to financial results
- P&L: performance by service line, department and site
- Budget & forecast: margin against budget, targets and forecast, with variance flags
- Contract economics: performance against contracted terms by payer, provider or arrangement
- Data source mapping, refresh schedule and KPI definitions for every tile
- Two training sessions and a written user guide
How it works
- Apply and share your goals, systems and data sources
- Scoping call and written statement of work
- Data mapping and dashboard design sign-off
- Build, test against your source reports, train and hand over
Who this is for
- Hospitals, physician groups and multi-site practices
- Finance and operations teams producing reports by hand each month
- Organizations that already license a BI tool but are not using it well
Who this is not for
- Organizations without access to their own claims, payroll or GL data
- Anyone needing a software licence (we build in the tool you already have)
- Non-healthcare businesses
Frequently asked questions
How long does it take?
Estimated 8 to 12 weeks, depending on the number of modules and data sources; confirmed in the statement of work.
How does payment work?
One payment through Stripe.
Who delivers the work?
ClearLine Healthcare Consulting with vetted specialist fulfillment partners.
What is your refund policy?
Refunds follow our Refund & Returns Policy. If you have a question about your engagement, contact us before work begins.
How do I get started?
Send the application below. We review it, confirm fit and scope, then you can secure your spot with the payment button.
Apply for Executive Financial & Operational Dashboard Build
Already agreed scope with us? Secure your spot
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Educational information and advisory services. ClearLine Healthcare Consulting is not a law firm and does not provide legal or medical advice.