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To safeguard financial resources by ensuring that electronic funds transfers are legitimate and properly approved.
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To establish an oversight board for planning, implementing, and following up on audits and other financial operations.
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To plan for financially related tasks; which must be performed on a regular basis.
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To establish policies and procedures that govern the financial operations.
Fixed assets are debited for capital expenditures incurred or assets donated. Donated assets are recorded at market value at the time of acquisition.
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To document grant revenue and other grant related communication.
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To safeguard grant revenue received from funders
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To standardize purchasing procedures.
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To allow for cost allocation to be included in funding requests.
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To clarify all procedures for borrowing and debt
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To safeguard disbursements made by check.
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To allow for audit oversight by funders.
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To secure an outside audit review.
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To outline procedures for preparing for an audit.
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Password Guideline is to establish the rules for the creation, distribution, safeguarding, termination, and reclamation of the user authentication mechanisms
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A tool for frontdesk staff to use to keep track of the number of phone calls for appointments, patients presenting to the clinic without appointments, patients referred from other providers, and patient "no shows".

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This Excel file provides a sample of how to organize and report demand tracking data for a health center.
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A 5-page staff satisfaction survey in Word which covers issues such as; physical space, resources to do your job, working relationships, communication, overall perspectives, and job enhancements.

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A well-designed employee satisfaction survey from the Western Clinicians Network for use in clinics or other organizations.

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This powerpoint presentation is a good training tool for collections staff on collections policies and the staff's role in helping to maintain the financial viability of the health center. Suitable for migrant and community health centers. Feel free to adapt the presentation to your individual clinic needs.
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Two-page survey to gauge staff satisfaction with the workplace.

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Sample policy stating the process for maintaining the emergency cart.
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Sample policy stating the basic functional set of emergency equipment at all times.
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Sample policy describing the location of emergency equipment.
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Sample policy stating that the clinic will keep and maintain a Hyfrecator.
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Sample policy stating that the clinic will maintain their specimen refrigerators ensuring they are safe and clean for supplies and specimens.
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2-page sample staff satisfaction survey.

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The FPM Toolbox offers 150+ tools that you can use to improve your practice. Many of our tools are available to download as PDFs, MS Word or MS Excel files – all free of charge. To browse the Toolbox, simply click on a category name for a list of the tools offered on that topic.

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