Financial analytics won’t show meaningful data until you configure cost categories, payers, and procedure pricing. Use the setup checklist on the financial hub to track your progress.
Financial hub
The main page serves as a dashboard with:OR hourly rate
A prominent card showing your facility’s operating room cost per hour. This rate is used to calculate time-based OR costs on every case. Click the edit icon to change it.Quick action cards
Four shortcut cards for common tasks: Add Cost Category, Add Payer, Add Procedure Pricing, and Add Surgeon Override.Stats cards
| Stat | Description |
|---|---|
| Cost Categories | Total count with debit/credit breakdown |
| Payers | Number of registered insurance carriers |
| Procedure Pricing | Configured procedures out of total |
| Surgeon Variance | Count of surgeon-specific cost overrides |
Setup checklist
A progress tracker showing configuration completeness across four steps: cost categories, payers, procedure pricing, and surgeon variance (optional).Recent activity
Feed showing the last 10 financial configuration changes with user, timestamp, and action description.Sub-pages
Cost categories
Manage expense and revenue categories for case costs.- Type — Debit (expense) or Credit (reimbursement)
- Archive/Restore with soft deletes
Payers
Manage insurance carriers — add name, contract dates. Archive/restore with soft deletes.Procedure pricing
Configure per-procedure financial data:- Cost line items — multiple cost category entries per procedure
- Reimbursement rates — per-payer reimbursement amounts
- Effective dating — track cost changes over time
Surgeon variance
Override facility-level procedure costs for specific surgeons when their technique or implant choices result in different cost profiles.Profit targets
Set monthly profit targets. Financial analytics tracks actual profit against these targets.Setup order
Next steps
Financial analytics
See how financial settings power analytics.
Settings overview
Return to the full settings list.