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Using Financial Forecasting to Make Smart Staffing Decisions
Schedule
| Presenter(s) | Jan Hailey |
|---|---|
| Location | Webinar US |
| Date | 09/30/2026 |
| Time |
12:00pm - 1:00pm CENTRAL TIME |
| Price | $119.00 |
Can't attend? Register anyway and you'll receive a link to the recording by the next business day.
About this program
Staffing decisions are among the most important and expensive choices healthcare leaders make. Hiring too quickly can strain budgets and reduce productivity, while delaying necessary hires can lead to burnout and lost revenue opportunities. Healthcare practices have traditionally relied on static annual budgets. But in the era of shifting conversion factors, reimbursement cuts, and rising operational costs, a static budget is obsolete nearly at the moment it's printed.
Don't continue to manage a medical practice on gut feelings and historical schedules. When you staff based on how "busy" the clinic feels, you fall into a dangerous cycle. You either overstaff—evaporating your cash flow on underutilized labor—or you understaff, triggering provider burnout, patient churn, and scheduling bottlenecks. In today's healthcare environment, successful organizations are moving beyond reactive staffing and using financial forecasting to make informed workforce decisions.
Stop Guessing and Start Predicting
In today's healthcare environment, successful organizations are moving beyond reactive staffing and using financial forecasting to make informed workforce decisions. In this session you will learn how to align your staffing models with real-time financial realities. Protect organizational sustainability by transitioning to a data supported framework. Avoid common mistakes with a staffing decision checklist. Build a flexible labor strategy that right-sizes your support teams and allows your providers to focus on patient care and not be distracted by administrative bottlenecks.
Learning objectives:
- Build a Dynamic Forecast - Construct a flexible, data-driven financial forecast that aligns your workforce scheduling with shifting patient demand, moving away from rigid annual budgets.
- Analyze Core Practice Performance Metrics - Evaluate critical healthcare KPIs—including Net Patient Revenue (NPR), Days Cash on Hand, and provider wRVUs—to accurately identify when your clinic is under- or over-utilizing staff.
- Calculate the Financial ROI of New Hires - Translate volume and revenue projections into concrete hiring needs, allowing you to establish exact breakeven points before adding administrative or clinical headcount.
- Quantify the Costs of Staffing Imbalances - Measure and mitigate the financial drain of overstaffing (inflated overhead) versus understaffing (provider burnout, patient churn, and compliance risks).
- Implement Agile Workforce Strategies - Apply practical, data-driven frameworks to protect your practice's cash flow against sudden market or reimbursement changes.
This webinar will empower you to:
- Defend Your Staffing Budget with Hard Data
- Protect Your Cash Flow Against Reimbursement Dips
- Reduce Clinician Burnout
The Cost of Waiting is Too High
Every pay period you spend guessing your staffing ratios is capital leaking directly out of your practice. In today's competitive landscape, medical practice optimization isn't just a metric for the finance department—it is the foundation of patient care and organizational survival.
About the Presenter
Jan Hailey MHL, CMC, CMCO, CMIS, CMOM, CMCA E/M
Jan Hailey has more than 30 years of experience in healthcare. She is proficient in administration, coding, and billing roles, and teaches medical office professionals around the country how to excel in their careers. Jan has also been instrumental in the development of PMI's Workforce Initiatives program.
Jan's affinity for teaching has helped countless healthcare providers and medical office professionals over the years. During her expansive career, she has served as Director of Quality for Saint Joseph Physician Network located in Mishawaka, IN, and Director of Care Management with Select Health Network, an entity of Saint Joseph Health System. As Care Management Director, Jan led the physician network and comprehensive interdisciplinary team across the health system working closely with providers, management, staff, community, and payers to develop strategies for process improvement, gap closures, and patient experience. She developed a documentation improvement program and a Hierarchical Condition Category (HCC) coding education program to predict future healthcare utilization by accurately reporting patient complexity.
Prior to joining Saint Joseph, Jan was the Director of Quality, Coding, and Compliance for one of the largest health systems in Northern Indiana. She has a Master of Health Leadership and four professional certifications in office management, coding, insurance processing, and compliance. She is a member of WPS Government Health Administrators (Medicare) Provider Outreach and Advisory Group.