Managing GL-Group Budgets

Once budget GL groups are created, budgets for those groups can be set up and managed. Budget GL groups are “bundles” of GL codes that share the same underlying budget pool. These budgets are set for the overall “bundle” and can be managed either per patient day or as a total amount per period. Depending on how you choose to set these budgets, you may also need to ensure that your census is correctly set.  

If you are using GL budgets, ungrouped GL codes will be budgeted individually. 

Managing GL-Group Budgets 

To see your current budgets, you can access the Budget Management screen from the Management dropdown. 

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Upon opening this section, you will see a list of all the facilities where you can manage budgets.  

NOTE: If you do not see a facility here you feel you should be able to set budgets for, contact your administrator.   

The list of facilities will indicate how the budgets are currently being set. The options are ”Category” or “GL Code”.  

The budget type can be changed between these two; if you would like, Procurement Partners personnel can lock the budget type selector so users cannot inadvertently change it. All Budget Types in the screenshot are locked. 

To edit the budget for a facility, click the “Edit” button to the left of the facility name. This will open the budget details window. You can set the Budget (often referred to as “Dollar Budget”) or PPD here. If you want to see the component GL codes of a GL group, click on the arrow next to the group; individual GL codes not part of a group will have a dot next to them. 

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Setting By PPD: If your organization uses PPD budgeting, you can enter only the PPD. The system can calculate, based on your entered census, the total dollar budget.  

NOTE: If certain GL codes or code groups are not assigned PPD, leaving that field at 0 will allow you to set only the dollar budget for it. 

Setting Dollar Budget: If you use total budgets and not PPD, or if you calculate PPD from a fixed dollar budget, you can fill out only the “Budget” column. When the correct settings on the Census management screen are selected, this can be used to calculate the PPD each week. 

Budget Period: The dropdown at the bottom of the column indicates the default reset period for the budgets for this facility. The period can be set for a GL code or group independently in the drop-down under “Period Type”.  

Any GL code or group can be exempted from having a budget by clicking the “Exclude” checkbox on the corresponding line.  

Once you have set your budget, click “Save” to apply your changes. If you have chosen to build budgets off of PPD, once you have set the PPD budget, on the Budget Management screen you can click “Calculate from PPD” to generate the total budget based on your census.