OS-20
5/21/2016 1:00:00 PM - 5/21/2016 5:00:00 PM
Update Nuts and Bolts for Hospital and Ambulatory Managers
Endoscopy is a constantly changing field and many opportunities lie in the ability to budget and present needs to
administrative personnel. This session will focus on budgeting, change theories, replacing inventory, and gaining
approval for new procedures.
Objective
State the difference
between operating,
capital, and
productivity budgets
and the processes to
develop each.
Content
I. Operating Budget 15 minutes Betty
McGinty slides/lecture
A. Definition
B. Examples
C. Process to prepare
D. Parts of budget
1. Revenue
2. Expense
E. Models
1. Historic
2. Zero-based
3. Hybrid model
F. Terms and calculations
1. Total direct expense
2. Gross margin
3. Benefits
4. Depreciation
5. Adjusted gross margin
II. Capital Budget
10
minutes
Betty McGinty slides, lecture
A. Definition
B. Examples
C. Evaluatory techniques
1. Accounting rate of return
2. Payback period
3. Net Present Value
4. Profitability index
D. Investment Analysis
E. Preparation
III. Productivity Budget
15
minutes
Betty McGinty slides, lecture
A. Definition
B. Relative Value Units
C. Full time Equivalent Budget
1. Fixed
2. Flexible
D. Reports
E. Departmental Statistics
F. Productivity Standards
G. Variances
1. Paid
2. Productive
IV. Budget Steps/ Compared to Irish
dance steps 10 minutes Betty McGinty
slides, lecture, video
A. Beat/time and team
Time
Frame
Presenter
1 hour
Betty
McGinty
GI
Not GI
Describe the process
of applying change
theories to practice.
Identify data driven
elements of a basic
business case for
justifying acquisition
of endoscopes.
List steps involved in
gaining approval for
new procedures.
B. Cut/direction
C. Over/trade-offs
D. Lift/Gantt chart guidance
E. Sevens/monthly analyses
F. Celebration
V. Questions/
10 minutes
Betty McGinty/group interaction
Change Theories 15 minutes Karen Connick
Steps of Change 15 minutes Linda Dupree
Examples of
20 minutes
implementation of 10 minutes
change
Questions
Karen Connick
Linda Dupree
Endoscope Aging Analysis v. available
technology
Case start delays Endoscope availability
Endoscope repair history
Reprocessing capacity and resources
End user satisfaction
Working with vendor
Approach to board presentation
50 minutes
Research New Procedure 15 mins
Definition of New Procedure
Benefits of Procedure to Patients and
Facility 5 mins
Insurance Issues 5 mins
What is ROI 10 mins
Codes, CPT, CDM 20 mins
Examples of a New Procedure 10 mins
1 hour
Karen
Connick/Linda
Dupree
50 minutes
Nancy
Schlossberg,
1 hour
Angie Pound
Total