Financial Management And Budgeting

Effective financial management and budgeting is essential for the sustainability and success of primary care practices. It helps to ensure that resources are allocated efficiently, expenses are controlled, and revenue is maximised. By implementing sound financial management practices, primary care practices can improve their bottom line, enhance their patient care services, and achieve long-term financial stability.

Who’s it for?

This course is ideal for primary care practice managers, healthcare administrators, and other healthcare professionals who are responsible for the financial management and budgeting of primary care practices. It is also beneficial for healthcare providers who want to understand the financial aspects of running a successful primary care practice.



Course content


Understanding Financial Statements:
Learn how to read and interpret financial statements, including balance sheets, income statements, and cash flow statements.

Budgeting and Forecasting:
Learn how to create budgets, forecast financial performance, and identify areas for cost savings.

Revenue Cycle Management:
Learn how to manage the revenue cycle, including billing, coding, and reimbursement processes.

Financial Analysis:
Learn how to conduct financial analysis to evaluate the performance of your practice and make informed business decisions.

Financial Planning and Management:
Learn how to develop and implement financial plans to achieve your practice’s goals and objectives.

Key Features

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Available as a standalone course or as part of a programme

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*This course is ready-to-go or fully customisable

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Face-to-face / Live virtual / Blended

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Fully updated for 2023 with content designed by Crescente

Financial Management And Budgeting

Course Summary

Contact us for more information about this course.

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Courses for the NHS
"The four-day training course has been really interesting. I have been on training courses before and have dreaded them, and I leave with what was the point! Thinking it had no relevance to me at all. This course with you has been really helpful to me. You have a great personality, are approachable, and friendly which helped me to feel more engaged and happy to interact and learn. So I just want to say thank you again have learned a lot."

Natalie Davies - SW London NHS

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