Financial Forecasting & Proforma Modeling for Physician Groups
Build accurate, data-driven forecasts that bring clarity to provider profitability, hiring decisions, and practice growth.
Physician Financial Forecast Model
A comprehensive, data-driven proforma model that gives you a clear view of provider-level revenue, reimbursement, and profitability—so you can make confident decisions around hiring, expansion, and compensation.
What’s Included:
- Provider-level revenue forecasting
- CPT-based reimbursement modeling
- Payer mix & blended rate analysis
- New provider ramp projections
- Service line expansion modeling
- Clear visibility into profitability drivers
- Confidence in hiring and compensation decisions
- A financial roadmap for growth
Core Components of the Forecast Model
Each model is built using a structured approach that integrates provider-level data, reimbursement analysis, and real-world performance assumptions.
Proforma – New Provider
Develop a customized proforma using actual net collections tied to CPT-coded services, including new patient and follow-up visits. This model reflects real-world reimbursement patterns and delivers a reliable revenue forecast to support confident hiring, compensation planning, and practice growth.
- CPT-based revenue modeling
- New provider ramp projections
- Visit mix and volume assumptions
Proforma – New Service Line (Medicare-Based)
Develop a forward-looking proforma using CMS-published Medicare allowable rates as a baseline, adjusted for your practice’s actual payer mix to reflect blended reimbursement. This approach delivers a realistic revenue forecast to guide service line expansion, provider hiring, and strategic growth decisions.
- Medicare-based rate modeling (CMS allowables)
- Payer mix–adjusted reimbursement assumptions
- Procedure mix and volume projections
Payer Mix & Reimbursement Analysis
Analyze your practice’s payer mix using detailed charge data from eClinicalWorks (eCW) or CMR reports, with a clear breakdown across Medicare, Medicaid, state Medicaid programs, and commercial payers. This insight establishes the foundation for accurate reimbursement modeling and supports more precise forecasting across all proforma analyses.
- Payer distribution by Medicare, Medicaid, and commercial
- Blended reimbursement rate calculation
- Source data from eCW / CMR reporting
A la Carte Options
Proforma New Provider
$3,850
Proforma – New Service Line (Medicare-Based)
$4,850
Payer Mix & Reimbursement Analysis
$1,850
Ongoing Financial Analyst Support
Supporting Financial Insight & Advisory
- Physician Profitability Analysis
Gain visibility into provider and service-line profitability to identify performance gaps and opportunities. - Provider Productivity & Compensation Modeling
Align compensation with performance using clear, data-driven financial metrics. - Financial Reporting & Strategic Insight
Ongoing reporting and advisory to monitor performance and guide decision-making.
How the Process Works
1. Data Collection & Review
We gather and analyze your financial, billing, and operational data.
2. Model Development
We build a customized forecasting model tailored to your providers, services, and payer mix.
3. Insight & Guidance
We walk through the results and provide clear, actionable recommendations.
Make Confident Financial Decisions with Clear Insight
Clear insight into provider performance, profitability, and growth planning.
Support Key Points
Ongoing, data-driven financial support to track performance, refine forecasts, and support strategic decision-making as your practice grows.
-
Historical P&L by provider
-
Net payment tracking by payer and service type
-
Direct expense allocation (salary, benefits, support staff, supplies)
-
Visit productivity overlays
-
Visual dashboards for board review
-
Variance analysis vs. compensation benchmarks
Choose Your SERVICE PACKAGE -
Pick a plan that best fits your business needs, All plans start at the below rates may be higher based on actual scope.
essentials
$2,500
Per Month
Monthly P&L by provider for up to 6 physicians
Visits per day trend tracking (MTD & YTD)
Net payments collected (MTD & YTD)
One 30 minute call to go over any questions, concerns, and reports. Email support for up to 30 minutes per month.
growth
$3,750
Per Month
Includes everything in the Essentials
Additional 4 physicians tracked
Service line reporting with customized profitability analysis
Specialty-specific profitability and reimbursement analysis
Accounts receivable review with customized provider summary reporting
strategic advisory
$5,000
Per month
Includes everything in the Growth
Ongoing proforma updates and scenario modeling
Capital equipment lease payment analysis, including depreciation and interest considerations
Board meeting financial slide deck preparation
Guaranteed responses within 2 business days
Services and monthly pricing are customized based on practice size, reporting requirements, and operational complexity.