Monitor and Manage Client Fee Collections (Best Practice 2) Training Guide

This resource is part of a series to support facilitation of interactive learning sessions about how to implement the recommendations outlined in the Financial Management Change Package, whose purpose is to improve revenue.

The full Training Guide consists of a PowerPoint slide deck with talking points and an associated discussion guide.

Facilitators should feel free to adapt and revise this guide. Facilitators may choose to:

• Convene staff from one or more clinics for a standing meeting (e.g., monthly) to discuss each Best Practice (in order or as needed) from the Financial Management Change Package.
• Convene a one-time meeting with clinic staff about this topic.

Learning Objectives:

• Describe the importance of monitoring and managing client fee collections
• Describe the challenges related to monitoring and managing client fee collections
• Describe at least one strategy to monitoring and managing client fee collections
• Describe at least one tool available to manage client fees

Time: 1.25 hours

Other Guides in this Series:

• Introduction to Financial Management in Family Planning Settings
• Develop a Site-Level Improvement Plan
• Bill the Correct Payer and Optimal Amount (Best Practice 1)
• Monitor and Manage Payments from Third-Party Payers (Best Practice 3)
• Sustain and Spread Improvements