Monitor and Manage Payments from Third-Party Payers (Best Practice 3) 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 (Note: due to greater content in this topic, session length is longer. If that is not feasible, facilitators can break up content into two sessions.)

Learning Objectives:

• Describe the importance of monitoring and managing payments from third-party payers
• Describe challenges related to monitoring and managing payments from third-party payers
• Describe at least one strategy to monitoring and managing payments from third-party payer
• Describe one tool available to manage collections

Time: 1.5 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 Client Fee Collections (Best Practice 2)
• Sustain and Spread Improvements