Planalytics

Workbook input

Drop your .xlsx here

or

Expected sheets (Click a sheet to edit)

Staff
Pending

Services
Pending

Overhead
Pending

Press R to re-check the workbook after edits

Configuration

These values are sent with your workbook to the analysis function.

Data source

Matches the notebook options 1, 2, 3.

Analysis start date

Analysis end date

Benefits rate

Payroll tax rate

FTE weekly hours

Panel size

PMPM rate

No workbook loaded

Editing: —

Add a new row

Rows

Idle

Exports your updated Staff, Services, Overhead sheets only.

Analysis Results

📊

Executive Summary

Key insights and high-level findings from your analysis

🏢

Organization Analysis

Understanding your staffing, overhead, and operational structure

💼 Staffing Breakdown

🏗️ Overhead Analysis

⚕️

Service Delivery Patterns

How your organization delivers care and generates revenue

📋 Encounter Details

💼 Fee-for-Service Performance

💰

Revenue & Financial Analysis

Complete financial picture of your organization's performance

📊 Cost Breakdown & Payer Analysis

📈 Key Performance Indicators

🔮

Future Planning & Forecasts

Data-driven projections to guide strategic decisions

📊 Predictive Analytics

Series

Model

Horizon (months)

Fee Schedule Planning

CPT Duration Defaults

Default durations are used when encounter data doesn't include duration information

CPT Code Analysis from Encounters

Upload a workbook with Services sheet to extract CPT codes

Fee Schedule PDF Upload

Upload Fee Schedule PDF

Drop your fee schedule PDF here

or

PDF Analysis

No PDF uploaded

Fee Schedule Analysis & Cost Calculations

Ready to calculate when both CPT codes and fee schedule are available