Companion Resources for Financial Leadership in Community Health Centers

These resources are companion tools designed to help CFOs and executive teams strengthen financial oversight, compliance, and operational performance. Many are referenced throughout Financial Leadership in Community Health Centers.

These tools are designed for readers of the book and aligned to the frameworks presented throughout. If you haven’t yet explored the book, discover it here →.

These resources include worksheets, checklists, dashboards, policy outlines, and decision-support tools referenced throughout the book.

Toolbox Connections (Appendix B)

A consolidated reference linking each chapter to its associated tools and supporting resources.

Worksheets (Appendix C)

RVU Cost Calculators (Medical, Dental, Behavioral Health) – Evaluate cost per RVU across disciplines

Fee Schedule Cost-to-Charge Worksheet – Compare costs to fees by service line
[Download]

Productivity vs. Panel Size Modeling Sheet – Align provider productivity with patient panels

Revenue Tracker Workbook – Track financial performance and trends

Drawdown Documentation Template – Record drawdown requests for compliance

Cash Flow Stress-Test Worksheet – Identify operational cash risks

Financial Scenario Modeling Sheet – Evaluate revenue, staffing, and volume impact

Budget Narrative Insert Template – Structure clear, consistent explanations to support budget assumptions and variances

Contract Log Template – Track active contracts, key terms, renewal dates, and monitoring responsibilities

Payer Contract Analyzer – Evaluate reimbursement rates, terms, and financial impact across payer agreements

Additional tools referenced in the book are included here for practical application.

Checklists (Appendix D)

OSV Finance Preparation Checklist – Prepare for Operational Site Visits

Subrecipient Determination Checklist – Confirm proper classification

Financial Policy Annual Review Checklist – Review financial policies for compliance

Grant Drawdown Compliance Checklist – Ensure federal drawdown requirements are met

340B Contract Pharmacy Oversight Checklist – Monitor compliance and contract terms

Sliding Fee File Audit Checklist – Audit sliding fee discount program files

Internal Control Self-Assessment Checklist – Evaluate financial controls

Quarterly Financial Risk Scan – Identify risk exposure for the organization

Models, Dashboards & Tables (Appendix E)

CFO Dashboard (Core Metrics) – Track the 15 most important financial KPIs

Board Snapshot Dashboard Example – Present financial health to the board

Payer Contract Comparison Table – Compare key financial terms across contracts

Fee Schedule vs. PPS vs. RVU Alignment Table – Align charges, reimbursement, and cost structure to evaluate financial performance across services

Internal Control Segregation Table – Map financial responsibilities to ensure proper segregation of duties and reduce risk

Revenue Cycle Lag Mapping Table – Identify delays across the revenue cycle from service to payment

FQHC Readiness Timeline Table – Outline key milestones and requirements for organizations pursuing FQHC designation

Understanding Your Form 5A: What CFOs Should Look For – Clarifies how Form 5A and 5B are structured and used in scope, services, and compliance decisions.

Policy & Template Outlines

Sliding Fee Discount Program Policy Outline

Drawdown Policy Outline

Internal Control Policy Outline

Contract Monitoring Policy Outline

340B Oversight Policy Outline