Healthcare Budget Request Workbook
Part 1
Using the Clinic Data file and the Healthcare Budget Request Workbook Step-by-Step Guide, complete the section titled “FE001 Assessment Part 1: Spreadsheet Fundamentals.”
As you progress through this Competency on the development of a Healthcare Budget Request, you will apply financial ratios and other calculations to make the business case for your idea. In this component of the assessment, you will customize a spreadsheet workbook and prepare it for use in your analysis. To do this, complete the following:
Download the document Healthcare Budget Request Workbook Step-by-Step Guide. Following the instructions in the guide, complete the section titled “FE001 Assessment Part 2 and 3: Healthcare Budget Request Workbook and Executive Summary.”
- Open a blank Excel file and create a workbook tab for each analysis you will conduct in subsequent parts of your HealthcareBudget Request
- Format your spreadsheet and presentation of results.
- Save and close the spreadsheet file.
Download the Healthcare Budget Request Workbook Step-by-Step Guide. Following the instructions in the guide, complete the section titled “FE001 Assessment Part 2 and 3: Healthcare Budget Request Workbook and Executive Summary.”
Using the Healthcare Budget Request Template, develop a 1- to 2-page executive summary that describes the healthcare issue or opportunity that you are analyzing. Your executive summary should include the following:
- Describe the healthcare issue or opportunity you selected.
- Describe the stakeholder groups impacted by this issue/opportunity.
- Explain which stakeholder groups would most likely be responsible for helping you address the healthcare issue or opportunity you selected and why. Be specific and provide examples.
- Describe the healthcare product or service that you propose to address the identified gaps/opportunities and explain why.
