Healthcare Provider Report - One Report, Every Department's Truth
Healthcare — Multi-Department Provider Group
Power BI Developer
Power BI Desktop, Power BI Service, Power Query (M), DAX
EHR/EMR system, patient billing records, insurance claims data, doctor scheduling system
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30-Second Pitch
“Finance, patient experience, and operations were each working off their own spreadsheet. I built one Power BI report with a page for each — revenue composition, patient demographics and satisfaction, doctor performance, and operational efficiency — all on one shared data model, so the numbers finally agreed with each other.”
The Situation
A healthcare provider group had finance, patient experience, and clinical administration teams each pulling their own numbers from the EHR and billing systems — finance tracking revenue in one spreadsheet, patient experience tracking satisfaction survey results in another, and administrators trying to gauge doctor and facility performance from a third. Nobody had one place to see the whole provider's health at once.
The Challenge
Three different stakeholder groups needed three different lenses on the same underlying data — financial composition, patient population, and doctor/operational performance — without building three disconnected reports that would drift out of sync with each other. The report also had to break down revenue by payer type (insurance vs. out-of-pocket), which meant getting the billing data model right before a single visual could be trusted.
My Approach
I designed this as one four-page report on a single shared data model, so every page stayed consistent with the others by construction rather than by manual reconciliation.
Revenue page — built out total billing amount, treatment cost, medication cost, and room charges as a connected cost breakdown, with a clear insurance-coverage vs. out-of-pocket split so finance could see exactly how revenue was composed, not just its total.
Patient Report page — surfaced average satisfaction rate, emergency visit rate, follow-up rate, and average treatment cost alongside demographic breakdowns by city, gender, age group, and race, giving the patient experience team a population-level view of who they serve and how satisfied they are.
Doctor Report page — built a doctor-level performance view covering patient volume, average rating, revenue generated, and average treatment cost per doctor, so administrators could compare performance fairly across the provider group.
Operational Efficiency page — tracked bed/room occupancy, average length of stay, discharge turnaround, and resource utilisation, giving operations leadership the throughput view finance and clinical pages didn't cover.
Result & Impact
Replaced three teams' separate spreadsheets with one shared report, so finance, patient experience, and operations were finally working from the same numbers.
Gave finance leadership a clear, first-time view of the insurance vs. out-of-pocket revenue split, directly informing payer-mix strategy.
Let administrators compare doctor performance on equal footing instead of relying on anecdotal feedback.
Surfaced operational bottlenecks (length of stay, occupancy) that had previously only been visible after the fact.