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Page 1: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

BI360 for Healthcare Providers

Enabling World-class Decisions for Healthcare Providers

A Solver Vertical Industry White Paper

Updated: Nov – 2017, Document Version 4

Solver, Inc.

www.solverglobal.com

Copyright © 2017

The Resource Group is a Platinum Partner for BI360. Call 847.287.4760 or email [email protected] for more information.

Page 2: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 2

Table of Contents

Table of Contents ........................................................................................................................ 2

Introduction ..................................................................................................................................... 3

Architecture Overview .................................................................................................................... 4

HLT00 – Healthcare Benchmarking Dashboard .............................................................................. 5

HLT01 – CEO Dashboard .................................................................................................................. 6

HLT02 – CFO Dashboard .................................................................................................................. 7

HLT03 – Revenue Dashboard .......................................................................................................... 8

HLT04 – Claims Dashboard .............................................................................................................. 9

HLT05 – Clinical Dashboard ........................................................................................................... 10

HLT06 – Patient Satisfaction Dashboard ....................................................................................... 11

HLT07 – Supplier Quality Dashboard ............................................................................................ 11

HLT09 – Claims Report .................................................................................................................. 13

HLT10 – Profit & Loss Detail – Clinics Across Columns ................................................................. 14

HLT11 – Statement of Operations with KPIs ................................................................................. 15

HLT12 – Profit & Loss Variance Report ......................................................................................... 16

Acronyms ....................................................................................................................................... 17

Page 3: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 3

Introduction

BI360 is a leading web-based Corporate Performance Management (CPM) suite made up of

budgeting, reporting, dashboards, and data warehousing, delivered through a web portal. BI360

is offered for cloud and on-premise deployment and represents the next generation of CPM

solutions. BI360 empowers business users with modern features including innovative use of

Excel in the model design process. End users have anytime, anywhere access from a modern

Web Portal and Mobile Apps.

The features that differentiate BI360 from other CPM applications are:

1. Available both for cloud and on-premise deployment. 2. Third generation Excel add-in for simple or complex reporting and budgeting template

design.

3. Modern Excel, Web and Mobile end-user front-ends for easy access to information and

powerful collaboration.

4. Pre-Configured and extensible, “smart” data warehouse.

5. Deployed as individual Modules or as a single, comprehensive CPM Suite with a single

security model and deployment.

Page 4: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 4

Architecture Overview

Below you can see a simplified architecture with all the BI360 modules. The Reporting,

Budgeting and Dashboard modules can both run live on a number of different ERP systems as

well as off the BI360 Data Warehouse.

Note: For more detailed information about BI360, please email [email protected] and request the

document: ”BI360 White Paper – Overview of the BI360 Suite”. You can also learn more about Bi360 for

Healthcare providers here.

Page 5: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 5

HLT00 – Healthcare Benchmarking Dashboard

This dashboard example compares key financials between your own company and selected

Healthcare companies. It shows the capability of using the BI360 Data Warehouse to load data

from external data sources and then to design dashboards with the BI360 Dashboard module for

user-friendly graphical analysis, in this case used for benchmarking.

Page 6: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 6

HLT01 – CEO Dashboard

This is an example of an executive dashboard. It shows the use of the BI360 Data Warehouse to

combine numerous important data sources and, on a single dashboard, present whatever a

company determines as the most essential information to an executive. In this sample

dashboard, the following information is included:

Actual vs Budgeted Revenues - Monthly

Actual vs Budgeted Revenues – Twelve month trend

Gross Margin – Twelve month trend

Inventory turnover rate by distribution center

Top Customers with drill down to Items

Top Products (Items) with drill down to Customers

Top Suppliers

Page 7: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 7

HLT02 – CFO Dashboard

This dashboard example focuses on summary level Revenues, Expenses, Profit, AR and Bad Debt.

The following information is included:

Actual vs Budgeted Revenues – with drill to Revenue Account

Actual vs Budgeted Revenues – Twelve month trend

Actual vs Budgeted Expenses – with drill to Healthcare Facility

Actual vs Budgeted Expenses – Twelve month trend

Actual vs Budgeted Profit – with drill to Healthcare Facility

Actual vs Budgeted Profit – Twelve month trend

Accounts Receivable (AR) Trend – with drill to Healthcare Facility

Bad Debt Trend – with drill to Healthcare Facility

Page 8: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 8

HLT03 – Revenue Dashboard

This dashboard example provides easy to use revenue analysis from different viewpoints such as

by Facility, Patient Type, DRG Group, Physician and Source. The following information is

included:

Revenue by Facility – Ranked, with drill to Department

Revenue Trend – Twelve month trend

Revenue by Patient Type

Revenue by Source

Revenue by DRG – Ranked, with drill to Department

Revenue by Physician – Ranked by billing amount

Page 9: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 9

HLT04 – Claims Dashboard

This dashboard example focuses on claims metrics. The following information is included:

# of Claims vs Claims Paid – drill to Payor and Physician

# of Claims vs Claims Paid – Twelve month trend

Claims Rejections by Reason – drill to Payor

Accounts Receivable – Thirty Six month trend

Top Payors – Ranked by reimbursement, drill to Physician

Top Physicians – Ranked by % of Claims, drill to Payor

Page 10: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 10

HLT05 – Clinical Dashboard

This dashboard example helps healthcare administrators analyze key clinical related metrics

such as Admissions, Average Length of Stay (ALOS), Average charges and Patient Count by Type.

The following information is included:

# of Admissions by DRG

Admissions and Readmissions – Twelve month trend

# of Readmissions by DRG

Average Length of Stay (ALOS) – Twelve month trend

Average Charge per DRG – drill to Facility

Count by Patient Type

Page 11: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 11

HLT06 – Patient Satisfaction Dashboard

This dashboard example focuses on Patient Satisfaction metrics and includes information such

as: Satisfaction by facility and patient type, Wait Time by facility and patient type, Post Care

Support Visits by facility and patient type, Avoidable Readmission by Facility and Patient Type.

The following KPI information is included in this example:

Overall Satisfaction by Facility - Ranked by Facility

Overall Satisfaction by Patient Type

Overall Satisfaction – Twelve month trend

Wait Time by Facility – Ranked

Wait Time by Patient Type

Wait Time – Twelve month trend

Post Care Support Visits by Facility – Ranked

Post Care Support Visits by Patient Type

Post Care Support Visits – Twelve month trend

Avoidable Readmissions by Facility – Ranked

Avoidable Readmissions by Patient Type

Avoidable Readmissions – Twelve month Trend

HLT07 – Supplier Quality Dashboard

The purpose of this dashboard example is to provide purchase managers and other executives

with an easy way to analyze the quality of the company’s suppliers.

Page 12: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 12

The following KPI information is included in this example:

Top 5 Suppliers – ranked by Least Complaints, drill to Item

Defects and Late Deliveries – twelve month trend

Bottom 5 Suppliers – ranked by Most Complaints, drill to Item

Suppliers – ranked by spend (purchases from the suppliers)

Defects by Product (Item) – drill to Supplier

Complaints by Category – drill to Item

Page 13: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 13

HLT09 – Claims Report

This example shows a BI360 report that lists Claims by Payor.

The report includes information such as:

Charges

Reimbursements

# of Claims

# of Claims Paid

% of Claims Paid

Comparison chart showing Charges vs Reimbursements

Comparison chart showing # of Claims vs # of Claims paid

Page 14: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 14

HLT10 – Profit & Loss Detail – Clinics Across Columns

This example is a consolidated Profit & Loss report showing revenues, expenses and profit in the

rows and facilities (clinics) across the columns with a total on the right.

Page 15: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 15

HLT11 – Statement of Operations with KPIs

This report is an example of an information rich management report that combines statistical

data with a Profit & Loss report and AR aging data. It has 3 years of historical data (only the first

year is visiable in the screenshot below) and charts at the bottom that shows the 3 year trend.

Rows are expandable/collapsable to let the user quickly zoom in and out on important

information.

Page 16: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 16

HLT12 – Profit & Loss Variance Report

This Profit & Loss report example shows some key statistical information on the top with Total

Admits and Average Patient Charge, and below there is lists revenues, expenses and profit with

account level detail. In the columns it shows Actual, Budget and Variance for the month and for

year-to-date.

Page 17: BI360 for Healthcare Providers - The Resource GroupBudgeting and Dashboard modules can both run live on a number of different ERP systems as well as off the BI360 Data Warehouse. Note:

Copyright Solver, Inc., 2017 BI360 White Paper | Page 17

Acronyms

Admits – Admitted Patients

ALOS – Average Length of Stay

DRG – Diagnostic Related Group

IP – In Patient

IDTF - Independent Diagnostic Testing Facilities

KPI – Key Performance Indicator

OP – Out Patient

To learn more about BI360 for your healthcare organization, contact The Resource Group. We are a Platinum Partner for BI360.

The Resource Group600 SW 39th Street, Suite 250Renton, WA 98057www.resgroup.com847.287.4760 or [email protected]


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