Variance review cycle
Weekly
Surgical vs. med-surg
Work · Hospitals & life sciences
Healthcare network — margin-aware capacity planning
A regional care network wanted patient-volume and reimbursement signals linked to block schedules and staffing—without moving PHI into generic public SaaS tools.
KPIs tracked
28
Census, RVU mix, DSO
Data zones
3
Analytical vs. clinical
KPIs are illustrative / representative — not audited client guarantees.
Challenge
Forecasting was split between EHR reporting, financial planning models, and operational spreadsheets, which broke whenever payor mix or seasonal flu loads shifted.
Approach
We designed a role-based forecasting workspace with de-identified aggregates, guardrails for least-privilege data paths, and finance-grade variance views against budget.
Design decisions
- Role-based views: clinical ops vs finance vs board
- De-identified aggregates only in analytical zones
- 13-week rolling load vs target as the shared cadence
Representative views
Concept frames below are anonymised representations — not production screenshots.
Outcomes
- Unified clinical ops and finance with a shared 13-week view of load vs. target
- Surfaced under/over-capacity service lines for targeted scheduling actions
- Gave the board a explainable bridge from volume to margin—not a black box
More work
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