Working with Budget Plan Files

All of the files, utilities, process definitions, and other materials for a budget year are all grouped together into a single file group. The file group includes all of the budget plan files for each department. Budget plan files are the primary means by which users pull data from and write data back to the central database. Your organization creates a budget plan file for each department that needs a budget.

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A budget plan file includes the following sheets:

  • Instructions – Provides a guide to completing budget plan files, plus support contact information.
  • Budget - Includes all of the sheets associated with entering and reviewing the budget values.
    • Summary - Provides a high-level summary of the department budget, based on information from the plan file.
    • Statistics and Revenue - Most of the sheet is pre-populated, but may require your input for projections for next year's budget.
    • Labor - Provides several different sheets for tracking payroll, depending on the method used by your organization and/or department.
    • Expense - Summary and Detail of non-payroll expenses. Most of the sheet is pre-populated, but may require your input for projections and next year budget.

  • Provider or ProviderComp – Overview of encounters, procedures, gross charges, and RVUs for each provider.

    NOTE: Available only to organizations with the Provider module license.

  • New Initiatives – Allows users to enter values into both approved and excluded (unapproved) initiatives. Only approved initiatives are included in plan file totals. Totals incorporating excluded initiatives are tracked in a separate column on the Summary sheet.
  • Operating Plan – Questionnaire covering strategic budget concerns. A useful tool to help keep real-world priorities in mind while you are working on budgets.
  • Department History – Used to calculate monthly spreads on the Expense tab. Contains a history of budget updates going back 18 months.

The budget plan file also allows you to include supporting files that you can attach to the budget.