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Title X Financial Operations

Resources to support the financial management of Title X-funded agencies in accordance with program expectations around such topics as 3rd party billing, coding, cost analysis, and participation in the 340B program.

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Resource
Last Reviewed: 2023-06 | Podcast

Coding with Ann Podcast Series

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Last Reviewed: 2023-02 | Job Aid

Contractual Obligations Tracking Worksheet

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Last Reviewed: 2017-10 | Job Aid

Plain Language Quick Reference Guide for Health Care Enrollment

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Last Reviewed: 2017-10 | Publication/Fact Sheet

Steps to Group Purchasing of an Electronic Health Record System

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Last Reviewed: 2024-05 | Event Archive

Endocrine Disrupting Chemicals and Maternal Health Outcomes Webinar

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Last Reviewed: 2025-04 | Event Archive

Respond to Mental Health Conditions to Improve Maternal Health: High Impact Practice Set (HIPS) for Outpatient Settings Webinar

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Last Reviewed: 2017-10 | Publication/Fact Sheet

Working Successfully with Health Plans: An Imperative for Family Planning Centers Report

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Last Reviewed: 2024-07 | Other

Title X Project Cost Gathering Workbook

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Last Reviewed: 2024-11 | Job Aid

Revenue and Expense Worksheet (Monthly Version)

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Last Reviewed: 2025-07 | Job Aid

Closeout Work Plan for Title X Clinic

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Last Reviewed: 2025-08 | Event Archive

Essential Cybersecurity to Protect Sensitive Clinic Data Webinar

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Last Reviewed: 2022-01 | Event Archive

Financial Management Focus: Billing the Correct Payer and Optimal Amount Webinar

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Last Reviewed: 2018-04 | Training Guide

Utilize Diverse Payment Options to Reduce Cost as a Barrier for the Client and the Facility (Best Practice 4) Training Guide

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Last Reviewed: 2018-04 | Event Archive

Financial Management Focus: Monitoring and Managing Payments from Third-Party Payers Webinar

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Last Reviewed: 2022-01 | Toolkit/Guide

Financial Management Change Package

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Last Reviewed: 2022-03 | Job Aid

Financial Management Performance Report and Improvement Plan

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Last Reviewed: 2018-01 | Event Archive

From Financial Management Best Practices to Successful Implementation: Lessons from the Field Webinar

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Last Reviewed: 2018-02 | Job Aid

Definitions of Key Financial Management Terms for Title X Family Planning Agencies

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Last Reviewed: 2022-01 | Event Archive

Financial Management Focus: Monitoring and Managing Client Fee Collections Webinar

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Last Reviewed: 2025-08 | Job Aid

Title X Clinic Closeout Staff Notification Letter Template

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Last Reviewed: 2025-08 | Job Aid

Title X Clinic Closeout Logistics: Vendor Checklist