Workforce Planning Software for Physician Groups

The right platform plans provider compensation and clinical productivity in the same model as the financial plan. deFacto handles RVUs per physician, FTE, Receipts per Workday, and Revenue per Encounter alongside budgeting, forecasting, and multi-entity consolidation. Duke Private Diagnostic Clinic, US Anesthesia Partners, University of Colorado Medicine, and Privia Health plan in deFacto.

Provider records, custom pay and benefit rates, and wRVU production sit in one HR model that feeds the financial plan directly. Planners model base salary, production incentive, call pay, and benefits per provider, then see the effect on practice P&L and the consolidated forecast without exporting anything. Changes route through review and approval with a full audit trail.

Duke Private Diagnostic Clinic runs reporting, budgeting, forecasting, HR, and RVU calculations. US Anesthesia Partners runs reporting, planning, budgeting, and consolidation. University of Colorado Medicine runs budgeting, planning, and allocation modeling, and Privia Health runs finance, HR, and month-end close. These sit within 15 healthcare and life sciences engagements across physician groups, behavioral health, hospice, diagnostics, eye care, and medical devices.

Yes. deFacto consolidates practice-level and entity-level P&L with intercompany eliminations, allocation modeling for shared services, and multi-currency where it applies. Groups that have grown by acquisition, including private-equity-backed platforms, use it for month-end close as well as for planning.

Yes. Every healthcare customer in the deFacto portfolio displaced a legacy platform or a spreadsheet process, including Hyperion Enterprise, FRx, and Adaptive Planning. Historical data is migrated and the legacy report pack is rebuilt, so the finance team keeps the account and entity structures it already uses.

deFacto reads from Microsoft Dynamics GP, Dynamics 365, SAP, NetSuite, and ADP, among others, and keeps the connection live rather than exporting once a month. Multi-source ETL across finance, HR, and clinical systems is standard in healthcare deployments, where payroll and general ledger rarely sit in the same platform.

deFacto is Excel-native and runs across Azure, Microsoft Fabric, Excel and Power BI. Planners enter and adjust workforce assumptions in Excel, executives read the same governed numbers in a Power BI visual, and Drill Anywhere connects a summary figure to the transaction behind it.

RVUs per physician, FTE and filled FTE, Receipts per Workday, Revenue per Encounter, and Patients Per Day, planned by department, specialty, and location. Employee-related expenses calculate from custom rates, and planned cost per FTE can be compared against market benchmarks or internal history before the plan is approved.

Five barriers show up in nearly every group. Disconnected Plans: HR, finance, and operations plan in three places that never reconcile. Manual Consolidation: practice results are rolled up by hand across dozens of entities. Spreadsheet Sprawl: compensation logic lives in files one analyst understands. Slow Scenario Response: a compensation redesign takes weeks to model. Reporting That Documents Rather Than Informs: the board pack explains last month instead of showing what to do next.

Proposed changes to rates, headcount, or incentive structures are submitted to the right reviewer inside the plan and approved or rejected there. An audit trail is the standard, so the group can show what changed, who approved it, and what it did to the forecast.

Yes. dF Foresight is a configurable forecasting business rule that ingests historical time-series data and returns predicted values with confidence intervals for volume, turnover, and cost trends. It runs from Excel or Power BI and saves results to designated output labels, so the forecast lands in the same plan planners are working in.

deFacto moves teams from manual what-if to automated scenario generation, so a new clinic, a specialty acquisition, a locum strategy, and a pay redesign can be compared side by side. When the question is a single-variable target, goal-seeking on a live report answers it directly, for example the provider count that holds contribution margin flat.

Agentic Application Development lets a business owner describe the planning outcome they need, in a requirements document or a conversation, and have application-building agents generate the deFacto application, the data model, the database, and the Excel workbooks. The output is a governed application in the Planning System of Record rather than a prototype a consultant has to rebuild, so permissions, calculation logic, and audit history hold from the first version.

It is available through a limited early-access program with named customers, and will be released more broadly as that program completes. The HR planning models described on this page are available now, with or without it.

Yes. Multi-entity consolidation with intercompany eliminations is the requirement that grows fastest in a roll-up, and it is standard in deFacto rather than an add-on. Practices acquired mid-year can be added to the entity structure and consolidated without rebuilding the plan.

Yes. Academic multi-specialty groups use deFacto for budgeting, planning, and allocation modeling, including the distribution of shared service and academic support costs across departments. Duke Private Diagnostic Clinic and University of Colorado Medicine are both academic multi-specialty groups.

BPM Customer Satisfaction Rating: 4.93/5.0 Outstanding, 100%+ Recommend, the highest rating across all competitors. The rating comes from the BPM Partners Vendor Landscape Matrix and Budgeting and Planning Buyers Guide, July 2025.