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 |
E/M vs. Procedural Services Reimbursement Spreadsheet |
| A spreadsheet for analyzing your payers' fees for selected E/M and procedural services |
| 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 Evaluation Matrix |
| A sample matrix used to compare financial and other measures of numerous practice sites |
| 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 |
Internal Control and Fraud Prevention Checklist |
| A checklist to help practices evaluate their risk of embezzlement |
| Download Format: PDF |
| Source Article |
Medicare Cut Impact Tool |
| A tool to estimate the impact a Medicare fee cut would have on your practice |
| Download Format: Excel |
| Source Article |
Unit Cost Analysis |
| An example of a unit cost analysis that can be used to calculate your costs per visit |
| Tool as published |
| Source Article |
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