FPM Toolbox

Financial Management

Download templates and checklists to help you track practice expenses, analyze payer reimbursement, and manage other financial issues.

Chart of Accounts Template

A sample template used to track and compare a practice's expenses
Download Format: Excel
Source Article

CPT Code Frequency Report

A spreadsheet that enables physicians to easily compare their CPT coding with one another and with national benchmarks
Download Format: Excel
Source Article

Fee Analysis Spreadsheet

A spreadsheet to help you analyze reimbursement rates and facilitate negotiation and contracting
Download Format: Excel
Source Article

Financial Analysis Worksheet: Buying Medical Equipment

A spreadsheet that helps you estimate the financial feasibility of buying new medical equipment for your practice
Download Format: Excel
Source Article

Financial Vital Signs Worksheet

A worksheet to help you monitor your practice's financial health each month and compare your performance to specialty benchmarks
Download Format: Excel
Source Article

Health Plan Comparison Spreadsheet

A sample spreadsheet that directly compares the value of the health plans a practice does business with
Download Format: Excel
Source Article

Internal Control and Fraud Prevention Checklist

A checklist to help practices evaluate their risk of embezzlement
Download Format: PDF
Source Article

Unit Cost Analysis

An example of a unit cost analysis that can be used to calculate your costs per visit
Download Format: PDF
Source Article

Want to use this article elsewhere? Get Permissions


FPM E-Newsletter

Sign up to receive FPM's free, weekly e-newsletter, "Quick Tips & Insights."

Sign Up Now