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Financial analytics gives you deep visibility into your facility’s financial performance. Track revenue, profit margins, and cost trends across procedures, surgeons, and payers.

Three sub-tabs

The page is organized into three tabs: Overview, Procedures, and Surgeons.

Overview tab

Hero P&L summary

A prominent summary card showing:
  • Total Profit with animated number display
  • Margin percentage with trend vs. prior period
  • Revenue waterfall — visual breakdown from reimbursement through costs to profit

Secondary KPI cards

Four metric cards, each with a sparkline showing recent trends:
MetricDescription
Profit per OR HourTotal profit divided by total OR hours
Average MarginMargin percentage vs. facility target
Median Profit per CaseMiddle value of per-case profit
Total OR HoursCumulative operating room hours

Cumulative profit trend

A composed chart with daily profit bars and a cumulative profit line, making it easy to see both daily variation and overall trajectory.

Period comparison

Side-by-side metrics comparing current period vs. prior period for revenue, costs, profit, margin, case count, and profit per case.

Top procedures and surgeons

Clickable summary tables showing the highest-profit procedures and surgeons. Click a row to drill through to the detail page.

Procedures tab

A sortable table of all procedures with total profit, margin percentage, case count, and median profit per case. Click any row to open the procedure detail page.

Surgeons tab

A sortable table of all surgeons with total profit, margin percentage, case count, profit per OR hour, and top procedure. Click any row to open the surgeon detail page.

Procedure detail page

Accessed by clicking a procedure from the overview or procedures tab. Includes:

Dark hero header

Procedure name with key financial stats (profit, margin, volume).

Three sub-tabs

  • Profitability — profit trend line, margin distribution, payer mix waterfall chart
  • Volume — case volume over time, day-of-week heatmap
  • Efficiency — OR time distribution, surgical time trends
A surgeon breakdown table shows per-surgeon economics for this procedure, and a recent cases table lists individual case profitability.

Surgeon detail page

Accessed by clicking a surgeon from the overview or surgeons tab. Includes:

Dark hero header

Surgeon name with facility comparison badges showing where the surgeon exceeds or trails the facility average.

Three sub-tabs

  • Profitability — profit waterfall, margin trend, cost composition breakdown
  • Volume — case volume trends, procedure mix donut chart
  • Efficiency — OR time metrics, turnover analysis
A procedure breakdown table shows per-procedure economics, and a payer mix donut chart shows revenue distribution by insurance carrier.

Key metrics

MetricCalculation
RevenuePayer reimbursement amount
Total CostSum of debits + credits + OR time cost
ProfitRevenue minus total cost
MarginProfit / Revenue as a percentage
Profit per OR HourTotal profit / (total OR minutes / 60)
Implant Cost %Implant costs as a percentage of revenue

Configurable targets

Monthly profit targets can be set in Settings > Financials > Targets. The overview tab tracks actual profit against these targets with visual progress indicators.

Next steps