New P&L Dashboard for Long-Term Care: Faster Closes, Clearer Decisions, Better Margins

Why a Purpose-Built Long-Term Care Profit & Loss Dashboard?

Closing the books in long-term care is hard: shifting census, payer complexity, and scattered reports slow decisions and hide margin opportunities. Megadata’s new P&L dashboard (part of the Financial Analytics Module) for LTC brings everything into one place so finance leaders can move from “what happened?” to “what should we do next?”—in minutes, not meetings.

At a glance, CFOs can:

• See revenue and expenses in per patient day (PPD) and actual dollars side-by-side.
• Sort by variance (diff %) or dollars to triage the biggest wins.
• Compare trailing 3/6/12 months versus budget and prior year.
• Drill from portfolio → facility → account to true margin drivers.
• Tie occupied days directly to net income for actionable forecasting.

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What’s Inside the P&L Dashboard

Revenue: Rate vs. Volume, No Guesswork

The Revenue (PPD) view shows the trailing six months versus budget with a payer/service breakdown, so you can separate rate changes from census shifts. Flip to Revenue (Actuals) for the same period and then zoom out to prior-year actuals to spot structural gains or slippage beyond seasonality.

Common use cases

• Validate whether underperformance is rate, payer mix, or volume.
• Size the delta to budget instantly—facility by facility.
• Track the impact of marketing or contracting changes without exporting a thing.

Prioritize in Seconds: Sort by % or $

Finance triage should be easy. On one screen, rank locations by variance % to see who’s off plan, then by dollar impact to focus time where it moves the bottom line fastest.

Facility Deep-Dive: Learn from Leaders, Fix Laggards

Click a facility to study its gap to plan. Use the comparison tiles to understand whether revenue deviation is explained by census, rate, or payer/service mix—then replicate what’s working or intervene where it isn’t.

Expenses: Find the Leaks (and the Prize)

Switch to Expenses (PPD) for a trailing three-month view, sorted by performance. Confirm in Expenses (Actuals) to quantify the savings opportunity before you reforecast. This two-lens approach keeps cost actions realistic and defensible.

P&L Analysis: A Clean 12-Month Story

The T12 P&L (PPD) view turns month-end chaos into a coherent trend. No more stitching spreadsheets—leaders get a clear arc for revenue, expenses, and contribution margin across the past year.

Occupied Days → Net Income

Finally, a finance view that speaks operator language. The dashboard shows occupied days and net income in actual dollars on the same canvas, making it simple to tie census execution to financial outcomes and align finance, nursing, and marketing around the same targets.

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Benefits for LTC Finance Teams

• P&L clarity in one place: unified revenue & expense views in PPD and actuals.
• Faster close, tighter forecasts: sort by variance % or dollars to prioritize work.
• Better benchmarking: compare facilities instantly; outliers surface themselves.
• Decision-grade trends: trailing 3/6/12-month context vs. budget and prior year.
• Actionable alignment: connect occupied days to net income to guide staffing, marketing, and contracting.

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Example Workflow a CFO Will Love

1. Open Revenue (PPD) to see trailing 6 months vs. budget; note which facilities are off-plan.
2. Toggle to Actuals to confirm whether the gap is rate or volume.
3. Sort by dollars to tackle the largest impact first.
4. Drill into a facility and review payer/service mix and census drivers.
5. Jump to Expenses (PPD) to find cost leaks; validate in Actuals to size savings.
6. Review T12 P&L (PPD) for the trendline you’ll use in the forecast update.
7. Confirm Occupied Days vs. Net Income to align operators on a clear, measurable plan.

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FAQs

What is an LTC P&L dashboard?
A unified view of long-term care revenue, expenses, and net income presented in PPD and actuals, with benchmarking and variance analysis built in.

How does PPD improve accuracy?
Per patient day normalizes revenue and cost against census, revealing true rate/efficiency shifts that raw dollars can hide.

Can I benchmark facilities easily?
Yes. You can sort by variance % or dollars, compare trailing periods, and drill into any facility for account-level drivers.

Does this replace spreadsheets?
It replaces manual stitching and ad-hoc exports for the core P&L analysis. You can still export, but most leaders won’t need to.

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Get a 15-Minute Walkthrough

See how Megadata’s LTC P&L dashboard speeds close, clarifies variance, and focuses teams on the highest-leverage actions.
Book a demo of the full financial module today!