Healthcare · Power BI template
Healthcare Revenue Cycle Power BI template
Dark Power BI healthcare revenue cycle (RCM) template: collections vs target, denial and clean-claim rates, days in AR, AR aging by payer, rework list.
By Nawaf Sharaf · Founder & Reliability Engineer · Updated
Free for commercial useLight version: same layout, colours re-solved and checked for WCAG AA contrast.
BetaOpens in Power BI Desktop with 7 tables of sample data and every visual bound. See what’s inside
Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).
- Layout
- Band header, 5 KPIs, weekly charges vs collections + denial-reason bars, payer × aging matrix + rework table
- Page size
- 1280×720 px (16:9, Power BI default)
- Theme
- Graphite Mono
Open the sample-data PBIP in Power BI Desktop
Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).
- 1
Unzip to a short path and open the .pbip
Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.
- 2
Select Refresh once
The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.
- 3
Save as .pbix or connect your data
Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.
What’s inside the Revenue Cycle sample model
Rendered from the same definition the download writes as TMDL, so this list always matches the file.
Six months of professional and facility claims (May to October 2026) for three fictional care sites: 420 claims across four insurers and self-pay with charges, payments, status, denial reason, first-pass (clean) flag and the age of every unpaid claim at 31 Oct 2026, plus monthly cash-collection targets. Units: US dollars; days.
Tables and columns
Calendar
Date table · 2026, one row per dayDate table generated in Power Query (List.Dates), marked as the model's date table.
- Date (date)
- Year (whole number)
- Quarter (text)
- Month (text)
- Month Name (text)
- Week Start (date)
- Weekday (text)
- Fiscal Year (text)
Payer
Dimension · 5 rowsInsurers (fictional commercial plans) and self-pay.
- Payer (text)
Facility
Dimension · 3 rowsFictional care sites.
- Facility (text)
Denial Reason
Dimension · 6 rowsGrouped denial (CARC) reasons.
- Denial Reason (text)
AR Bucket
Dimension · 5 rowsAge of unpaid claims, in order.
- AR Bucket (text)
Claims
Fact · 420 rowsOne row per claim. Denial Reason is blank unless denied; Days Outstanding and AR Bucket are blank once paid.
- Claim ID (text)
- Date (date)
- Payer (text)
- Facility (text)
- Charges (decimal)
- Paid Amount (decimal)
- Status (text)
- Denial Reason (text)
- Clean Claim (whole number)
- Days Outstanding (whole number)
- AR Bucket (text)
Collection Target
Fact · 18 rowsMonthly cash-collection target per facility.
- Month (date)
- Facility (text)
- Target (decimal)
Relationships
Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.
- Claims[Date] → 'Calendar'[Date]
- Claims[Payer] → Payer[Payer]
- Claims[Facility] → Facility[Facility]
- Claims[Denial Reason] → 'Denial Reason'[Denial Reason]
- Claims[AR Bucket] → 'AR Bucket'[AR Bucket]
- 'Collection Target'[Month] → 'Calendar'[Date]
- 'Collection Target'[Facility] → Facility[Facility]
DAX measures
All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.
Gross ChargesBilled charges.
Gross Charges =
SUM ( Claims[Charges] )Format string: $#,0
Net CollectionsPayments received.
Net Collections =
SUM ( Claims[Paid Amount] )Format string: $#,0
Denial RateClaims denied by the payer.
Denial Rate =
DIVIDE ( CALCULATE ( COUNTROWS ( Claims ), Claims[Status] = "Denied" ), COUNTROWS ( Claims ) )Format string: 0.0%
Clean Claim RateClaims accepted on first submission.
Clean Claim Rate =
DIVIDE ( SUM ( Claims[Clean Claim] ), COUNTROWS ( Claims ) )Format string: 0.0%
Denied ChargesCharges on denied claims.
Denied Charges =
CALCULATE ( [Gross Charges], Claims[Status] = "Denied" )Format string: $#,0
Outstanding ARCharges on claims not yet paid (pending or denied).
Outstanding AR =
CALCULATE ( [Gross Charges], Claims[Status] <> "Paid" )Format string: $#,0
Days in AROutstanding AR over average daily charges.
Days in AR =
VAR Span = DATEDIFF ( MIN ( Claims[Date] ), MAX ( Claims[Date] ), DAY ) + 1
RETURN
DIVIDE ( [Outstanding AR], DIVIDE ( [Gross Charges], Span ) )Format string: 0
Collections vs Target %Cash collected against target.
Collections vs Target % =
DIVIDE ( [Net Collections], SUM ( 'Collection Target'[Target] ) )Format string: 0%
What each visual is bound to
The PBIP opens with these fields already on each visual.
| Visual | Type | Fields |
|---|---|---|
| PayerSlicer | Slicer | Payer[Payer] |
| FacilitySlicer | Slicer | Facility[Facility] |
| Net collectionsCard | Card | [Net Collections] |
| Collections vs targetCard | Card | [Collections vs Target %] |
| Denial rateCard | Card | [Denial Rate] |
| Clean claim rateCard | Card | [Clean Claim Rate] |
| Days in ARCard | Card | [Days in AR] |
| Charges vs collections by weekArea chart | Area chart | Calendar[Week Start], [Gross Charges], [Net Collections] |
| Denied charges by reasonBar chart | Bar chart | 'Denial Reason'[Denial Reason], [Denied Charges] |
| AR aging by payerMatrix | Matrix | Payer[Payer], [Outstanding AR], 'AR Bucket'[AR Bucket] |
| Denied claims to reworkTable | Table | Claims[Claim ID], Payer[Payer], 'Denial Reason'[Denial Reason], Claims[Date], [Denied Charges] |
Questions this dashboard answers
Each one is answered by a visual on the page, from the sample model's own tables and measures.
- Which denial reasons cost the most, and which are preventable at registration?
- How much is outstanding with each payer, and how old is it?
- Is the clean-claim rate high enough to avoid rework?
- Are cash collections on target at each facility?
About this dashboard layout
Revenue cycle teams live between the billing system and the payers, and this page is laid out in that order. The cards show cash (net collections and collections against the monthly target), quality (the denial rate and the clean-claim rate, claims accepted first time) and speed (days in AR, outstanding charges over average daily charges).
Charges against collections by week shows whether cash keeps pace with billing. Denied charges by reason ranks the causes, from missing prior authorisation and coding errors to eligibility, duplicate claims, timely filing and medical necessity; most of the top reasons are fixable at registration or coding, which is the case this chart makes to the front desk.
The matrix crosses payer with AR age band (0–30 up to 120+ days) for every unpaid claim, which is the standard view for deciding where follow-up calls go. The rework table lists denied claims with payer, reason and date, sorted by value, as the denial team's queue.
Graphite Mono keeps the page almost colourless, so add colour only to the matrix (a single-hue scale) and to the bad-status cards. The sample is six months of claims for three fictional care sites, four payers and self-pay.
Visuals on the page
Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.
| Visual | Type | X | Y | Width | Height |
|---|---|---|---|---|---|
| Payer | Slicer | 920 | 24 | 160 | 40 |
| Facility | Slicer | 1096 | 24 | 160 | 40 |
| Net collections | Card | 40 | 112 | 168 | 64 |
| Collections vs target | Card | 296 | 112 | 160 | 64 |
| Denial rate | Card | 544 | 112 | 160 | 64 |
| Clean claim rate | Card | 792 | 112 | 160 | 64 |
| Days in AR | Card | 1040 | 112 | 160 | 64 |
| Charges vs collections by week | Area chart | 40 | 224 | 704 | 200 |
| Denied charges by reason | Bar chart | 792 | 224 | 448 | 200 |
| AR aging by payer | Matrix | 40 | 472 | 576 | 208 |
| Denied claims to rework | Table | 664 | 472 | 576 | 208 |
Custom visuals for this layout
Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.
Slot: Net collections
KPI CardExecutive dashboard KPI row (revenue, customers, NPS, churn)
Slot: Collections vs target
Bullet ChartExecutive KPI scorecards (5-10 KPIs in a grid)
Already have a report?
Brand Makeover tries Healthcare Revenue Cycle first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 9 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.
Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (9 data slots; this preset uses templates with at most 7).
Restyle my report into thisSwap a slot for a custom visual
Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.
Generate one that fits this layout.
Card · 168×64 px · bound to [Net Collections]
1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.
A Power BI card visual titled "Net collections". It sits in a 168×64 px slot on a designed report page. Match the report's brand: data colours #ECECEE, #C8C8CF, #A4A4AE, #80808C, #686873, #696973; background #1C1C20; text #ECECEE; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Net Collections]; keep the same data roles so the fields drop straight in.
Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.
Colours and theme
Dark monochrome Power BI theme: grey-scale data steps with one copper highlight on graphite, for ranked bars, cohort tables and quiet executive dashboards.
Use the background in an existing report
Prefer to keep your own report? Apply the design to it instead of opening the PBIP.
- 1
Download the background
Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.
- 2
Set the canvas background
Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.
- 3
Import the theme
Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.
- 4
Place your visuals
Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.
Questions about this template
Does the Healthcare Revenue Cycle template come with sample data?
Yes. The “PBIP with sample data” download contains a semantic model with 7 tables and 8 DAX measures, and every visual on the page is already bound to it. The sample: Six months of professional and facility claims (May to October 2026) for three fictional care sites: 420 claims across four insurers and self-pay with charges, payments, status, denial reason, first-pass (clean) flag and the age of every unpaid claim at 31 Oct 2026, plus monthly cash-collection targets. The data is written into each table's Power Query step, so there is no data source or sign-in.
Is it a .pbix file?
It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.
What visuals are in the Healthcare Revenue Cycle template?
The page has 11 visual areas: 2 slicers, 5 cards, 1 area chart, 1 bar chart, 1 matrix, 1 table. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.
Which theme does the Healthcare Revenue Cycle template use?
It ships with the Graphite Mono theme (dark tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.
Is there a light version of the Healthcare Revenue Cycle template?
Yes. Switch the preview to Light and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a light page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.
How do I use the background image in Power BI Desktop?
Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.
Can I open the PBIP project in Power BI Desktop?
Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.
Build guides for this dashboard
Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.
Dashboard job
Best Power BI Visuals for Healthcare DashboardsThe best Power BI visuals for healthcare analytics — readmission SPC, patient-flow Sankey, outcomes heatmaps,…
Team
Power BI for healthcarePatient flow, occupancy by ward and hour, and waits against standard: operational views for hospital teams.
KPI cards for this layout
Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.
Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.
Related templates
Keep exploring
61 hand-designed Power BI page layouts by department.
80 contrast-checked theme JSON files, light and dark.
Page backgrounds at 1280×720 and 1920×1080 with visual positions.
3,034 icons in 40 categories as SVG, PNG, DAX or theme icon JSON.
Make the Healthcare Revenue Cycle template yours
Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.
The design studio for Power BI. Free, in your browser, no sign-up.