This document will go over how you can update and maintain your Budget in On.Care. Budgets are done on a per facility basis. Each facility can have a PPD (per patient per day) budget, or a dollar and cents budget. Both are available.
In order to access the budget, go to the management dropdown in the navigation bar, then select the Budget option from the list.
The budgets will be listed for all facilities and provide a quick overview of each facilities status.
Form here, you can choose to edit any facility, simply click on the edit button by the facility’s name.
You can export this data at any point, by using the button on the bottom.
Calculate from PPD: If you would like to use PPD as the driver for your dollars and cents budget, you can do so by clicking on “Calculate from PPD”.
When editing a facility’s budget, you have a few options to select from:
Subcategory dropdown. Each category is broken down further into subcategories and third-level categories. You can set a budget for each level of granularity or just at the highest level, whichever works betters for you. Please note that all lower level budgets must add up to the highest level category.
Choose the category budget period. Each category can have an individual budget period.
This is where you will see the budget and PPD numbers for each category.
If you are using excluding specific lower level category budgets, you can use the program to update the higher levels by hitting “calculate from lower levels”.
This is where you set the facility level budget period. This will be the default period if you do not modify the category budget period.
Once you have finished your adjustments, go ahead and hit save and you are all set!
If you have any questions not covered by this document, please feel free to reach out to customer support at any time.
914 219 0027 or tickets@on.care
thanks,
On.Care Support.