Real-life spreadsheets, policies, and other resources that you can download and start using—today!
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Tool Archive
Accounting and Budgeting
Bad Debt and Charity Care Reporting
- RFP for Bad-Debt Vendors (February 2015)
- Calculating Uncompensated Care Costs
Benchmarking & Forecasting
- Sample FQHC Performance Dashboard (April 2014)
- Checklist: Laying the Groundwork for a Successful Predictive Modeling Exercise (February 2014)
- Template for Communicating P&L on Readmissions (March 2011)
Capital Financing and Allocation
- RFP for Investment Consultant (December 2017)
- Sample Investment Policy Statement (November 2011)
Charity Care and Financial Counseling
- Sample ACA-compliant Charity Care (Financial Assistance) Policy (February 2014)
- Sample Scripts Assessing Patient’s Ability to Pay (March 2006)
- Sample Patient Financial Letter and Verification Form (March 2006)
Costing and Managerial Accounting
- Tool: Mercy’s Perioperative Supply Cost Dashboard (February 2019)
- Tool: Mercy’s Surgeon Supply Cost Dashboard (February 2019)
- Total Margin Dashboard (July 2014)
Electronic Health Records
- EHR Total Cost of Ownership Assessment (April 2011)
Environmental Sustainability
- Hospital Sustainability Committees and Members (November 2013)
- Waste Management Poster on the Role of Every Employee (November 2013)
Enterprise Risk Management
- Sample Risk Mitigation Plans (May 2018)
- Sample Provider Profile with Recommendations for Change (May 2018)
Facilities
- Guiding Principles for Facility Design (August 2017)
- Real Estate Performance Metrics (October 2011)
Gainsharing
- Calculations for Employee Gainsharing (September 2013)
Job Descriptions
- Job Description: Senior Vice President of Revenue Cycle Operations (April 2017)
- CAH CFO Job Description (June 2014)
- CHRISTUS Health’s Strategic Volume Template (March 2014)
- Sample Job Description: HIPAA Compliance Coordinator (March 2006)
Leadership, Management, and Communication
- 403(b) Investment Policy Statement (July 2018)
- Employee Service Standards from Lafayette General Health (October 2014)
- Sample Employee Performance Improvement Plan (January 2013)
- Sample Policy: Incentive Compensation for Patient Access and Admission Staff
Organizational Charts and Tools
Payment Reforms
- ACO Shared Savings Calculator (May 2016)
- Checklist for Safety Net Provider Success Under Alternative Payment Models (April 2016)
- Bon Secour’s Value-Oriented Payment Performance Dashboard (April 2013)
Physician Relationships
- Henry Ford Health System Sample Physician Dashboards (February 2018)
- Assessing Physician Alignment/Integration Needs (October 2013)
- Medical Practice Clinical Productivity Evaluation (July 2011)
- Physician Alignment and Integration Readiness Assessment (July 2011)
- Physician Practice Assessment and Checklist for Optimization (June 2013)
- Physician Practice Start-Up Action Plan Summary (January 2012)
- Template for a Physician Practice Action Plan (May 2012)
- Term Sheet for Initial Physician Employment (October 2011)
Quality Improvement
- Edward-Elmhurst Healthcare Operational Improvement Team Scorecard (July 2014)
- Assessing Quality and Patient Safety Integration (October 2013)
- UMC’s Revenue Integrity Department Purpose Statement (March 2013)
- UMC’s Revenue Integrity Department Structure (March 2013)
Regulatory Compliance
- Compliance Continuum: FY19 IPPS Final Rule – Requirement for Hospitals to Make Charges Public (October 2018)
Revenue Cycle
- Sample OR Flow Data Sheet (February 2014)
- Sample Revenue Cycle Governance Council Charter (May 2013)
Service Line Management
- Telehealth Pilot: Atlantic General Hospital Monthly Clinical Goal Report (October 2015)
- Checklist: Service Line Analysis (September 2013)
- Service Line Planning Annual Calendar (June 2013)
- Top 10 Questions a Clinical Service Line Business Plan Needs to Answer (October 2012)
Strategic Partnerships, Mergers, and Acquisitions
- Checklist for Due Diligence (May 2011)
- Phase One Due Diligence Checklist (February 2010)
- Phase Two Due Diligence Checklist (February 2010)
Strategic Planning & Priorities
- Innovation Readiness Quiz (November 2018)
- Key Question Checklist for CFOs When Evaluating Population Health IT Investments (January 2017)
- Bellin Health’s Energy Grid for Tracking Strategic Initiatives (February 2013)
- Centra Health’s Revenue Cycle Organizational Chart (January 2013)
- Criteria for Prioritizing Clinical Improvement Projects (March 2013)
- Piedmont Healthcare’s Revenue Cycle Organizational Chart (January 2013)
- Questions to Ask Before Assembling an ACO Team (June 2011)
- St. Barnabas Hospital’s Revenue Cycle Organizational Chart (January 2013)
Supply Chain Management & Purchasing
- Managed Services Performance Improvement Agreement Between Hospital and Physician Group (April 2018)
- Sample Physician Preference Card for Surgical Procedures (May 2013)
- Sample Request for Proposal: Clinical Laboratory System
Treasury and Cash Management
- Monadnock Community Hospital Endowment Fund Investment Policy (September 2015)
- Monadnock Community Hospital Days Cash Model (September 2015)
