See the margin at every clinic you run
Planir holds site-level margin, rostering cost and payer mix in the same model as the group accounts, so a site whose margin has slipped shows up while the roster for next month is still being written.
What healthcare finance teams are dealing with
Three patterns that show up in nearly every multi-site care group we talk to.
Site results arrive after the roster is already set
Clinic performance is assembled once the month closes, by which point next month's roster is written and the cost is committed. The team sees the problem in a report rather than in time to do anything about it.
Staffing is the biggest cost and it is planned somewhere else
Rosters live in the workforce system and the P&L lives in the ledger. Adding a shift pattern or covering a vacancy changes cost per patient, and nothing connects the two until someone rebuilds the model by hand.
Payer and scheme mix moves margin invisibly
The same procedure earns different revenue depending on payer, scheme or subsidy. When mix shifts, margin moves without volume moving, and the report says activity was flat.
What Planir does for a healthcare group
Site detail and the group position in one model, with staffing treated as the cost driver it is.
Margin by site, on the group timetable
Revenue, consumables, staffing and occupancy land per site from the systems each entity already runs, so contribution by clinic is available at the same time as the group number rather than a fortnight behind it. Cost per patient is a line in the model, not a separate calculation.
See multi-entity consolidationRostering that moves the forecast
Shift patterns, skill mix and agency cover are drivers in the model, so a roster change flows through to cost per patient, site contribution and the group forecast in one pass. A vacancy or a new clinic session can be modelled before it is committed.
See budget approval workflowPayer and scheme mix in the plan
Revenue is modelled by payer and scheme rather than by activity alone, so a shift in mix shows up as a margin movement with a cause attached. Subsidy and reimbursement changes can be run as scenarios before they take effect.
See budgeting and planningBoard and regulator reporting that regenerates
Site scorecards, the group P&L and the operating statistics your board asks for are built once and refreshed each cycle. Planir reads from and writes back to Excel, Word and PowerPoint, so a board pack stays linked to the model rather than being rebuilt from a fresh export.
See board reportingExplore other use cases
Planir is built for the planning and reporting cycles that funded, governed, and multi-entity businesses actually run.
Multi-entity consolidation
Consolidated financials across every entity, every accounting system, and every currency, with intercompany eliminations applied for you.
See multi-entity consolidationInvestor reporting
The financial section of every monthly and quarterly investor update, generated from your live data.
See investor reportingBoard reporting
The financial foundation of every board pack, with variance analysis by dimension and forward projections your board can interrogate.
See board reportingBudgeting and planning
Driver-based 3-way budgets and forecasts built from your live data, with every assumption documented and reviewable.
See budgeting and planningPre-transaction preparation
Investor-grade 3-way projections with documented assumptions, ready for fundraising, M&A, and due diligence.
See pre-transaction preparationPlanir for Healthcare FAQs
Can Planir report margin by clinic or site?
Do we need to replace our practice or patient management system?
Can we see the cost effect of a roster change before we commit to it?
How does Planir handle payer and scheme mix?
Can Planir consolidate sites held in different entities?
What does implementation involve?
See every site and the whole group in one model
Bring your site list and a recent set of figures, and leave with a consolidated group view and contribution by site built from your own data.