The EHR records activity. It doesn’t hold your plan.
Budget vs. Actual combines your operating plan with recalculated billing and EHR data—producing the budget-performance view finance teams otherwise assemble by hand each month.
1
Load the plan
Budgets and operating targets by office, provider, and service line are loaded into the platform.
2
Actuals flow daily
EHR and billing data sync automatically every day—no exports, no spreadsheet consolidation.
3
Variance surfaces itself
Shortfalls, negative trends, and exceptions are flagged as they develop—with drill-down to the driver.