[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-348456-105":53,"doc-detail-348456-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","pro-forma-financial-template-instruction-manual-overview-data-input","Pro-Forma Financial Template Instruction Manual - Overview - Data Input","","Pro-forma financial statements project revenue, expenses, and cash flow over one or more fiscal years, helping organizations understand financial position and long-term sustainability factors. For school-based health centers (SBHCs), narrative business plans supply service delivery, staffing, and financial details used to populate a pro-forma template with estimated averages for revenue inputs (e.g., visits and reimbursement rates) and cost inputs (e.g., staffing and equipment). The workbook converts these inputs into projected income statements, enabling scenario comparisons, cost adjustments, and stakeholder review. 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It represents a projection of revenue and expenses (or cash flow) that a business can expect to generate and incur during one or more fiscal years.  \nNew and existing school-based health centers (SBHCs) can complete a pro-forma statement to better understand their financial standing and the factors that affect long-term program sustainability, as well as assess the implications of proposed organizational changes such as an expansion of services, inclusion of new patient populations, or transition to a new medical sponsoring agency.  \nHow does a Pro-Forma Financial Statement Work?  \nThe information in an SBHC narrative business plan should be used to complete the pro-forma. The narrative business plan contains services delivery, staffing and financial information that can be easily entered into the pro-forma. For example, pro-forma worksheets require estimated averages on inputs that generate revenue (i.e. number of patient visits, insurance reimbursement rates, etc.) and costs (i.e. staffing, equipment, etc.) for the entire SBHC program. Based on these average inputs, the proforma financial template will produce an Income Statement Worksheet highlighting expected profit and losses.  \nA pro-forma financial statement can cover a single year or multiple years. Because most SBHCs do not make a profit or generate enough revenue to cover expenses in the first year or two of operations, their pro-forma business plans usually cover a three-to-five year period. This is not dissimilar to a regular small business start-up. Established SBHCs that are looking to expand services may be able to create financial statements for one or two years using this earnings projection tool. If the financial statement projects costs that exceed revenue over time, the various revenue and/or cost generating inputs can be adjusted accordingly to reach desired profit or loss margin. Several versions of the proforma financial statement projections may need to be developed and presented to program stakeholders before reaching an agreement on proceeding with a specific business model.  \nThe SBHC Pro-Forma Financial Statement Workbook Template  \nThe SBHC Pro-Forma Financial Statement Template is an excel workbook with four linked worksheets for input: patient data, SBHC staffing, operation costs, and in-kind support. Embedded in these sheets are integrated formulas for data calculations which in-turn are populated into the Income Statement Worksheet that produces a Projected Income Statement Worksheet for the SBHC.  \nData Input Worksheet  \nThis worksheet is designed to collect identifying information and estimates on student utilization, community utilization, case mix, insurance coverage, average billable amounts per visits, reimbursement rates, and other revenue sources. This data is used to make visit and revenue calculations. These calculations populate the visit and revenue sections of the Income Statement Worksheet.  \n1) Identifying Information  \na) Line 3B – Enter School Name  \nb) Line 4B – Enter SBHC Name  \nc) Line 5B – Enter Sponsor Name  \nd) Line 6B – Enter Sponsor Type – Select from drop down box.  \n2) Student Utilization – Number of student users/student population should be 70% of school enrollment or higher. New SBHCs should base these estimates on their needs assessment findingsand achieve this metric by year three. Existing SBHCs should base these estimates on their actual utilization data. SBHCs looking to expand their scope of services or population served should use the utilization estimates from their needs assessment.  \na) Line 9 – Student Population – Enter number of students enrolled in the school.  \nb) Line 10 – \\# of users – Enter numbers of estimated students with signed consent forms on file with at least one SBHC visit during the school year.  \nc) Line 11 – \\# of visits/year – Enter the total number of estimated student visits to the SBHC durin","cbCaijTXD7iqeyPp","https://ap.wps.com/l/cbCaijTXD7iqeyPp","pdf",248636,10,"English","# Overview\n## How a Pro-Forma Financial Statement Works\n## SBHC Pro-Forma Financial Statement Workbook Template\n## Data Input Worksheet\n## Identifying Information\n## Student Utilization\n## Community Utilization\n## Case Mix","[{\"question\":\"What is a pro-forma financial statement used for in a business plan?\",\"answer\":\"It projects expected revenue and expenses (or cash flow) over one or more fiscal years, supporting planning and sustainability assessment.\"},{\"question\":\"How does the SBHC narrative business plan relate to the pro-forma template?\",\"answer\":\"The narrative plan provides services delivery, staffing, and financial information that is entered into the pro-forma to drive the calculated income statement outputs.\"},{\"question\":\"Which inputs are collected on the Data Input Worksheet?\",\"answer\":\"It collects identifying information and estimates such as student utilization, community utilization, case mix, insurance coverage, billable amounts per visits, reimbursement rates, and other revenue sources.\"}]","Pro-Forma Financial Template Instruction Manual - Overview - Data Input | PDF",1790073525]