Finance

Resource List

finance meetingUnderstanding issues related to health center finance, sliding fee discount, and revenue cycle management underpins the ability of health centers to provide consistent and comprehensive care. Sound financial management ensures the sustainable operation of services, from staffing and facility maintenance to patient programs. A strong financial foundation allows health centers to expand access to care and meet the evolving health needs of their communities.

These resources have been developed by the National Training and Technical Assistance Partners (NTTAPs). Check back as new resources are continually added.

  • 2025 Health Center Vision Services Expansion Brief: Eye Care is Primary Care. Brief by NACHC This brief describes the current need for expanded vision services and explores how strategic investments could expand vision care nationwide, preventing avoidable vision loss and improving lives
  • 2026 Coding and Documentation Series. E-Learning by NACHC Session 1 focuses on optimizing revenue cycle operations to enhance financial performance and operational efficiency within Health Centers. Session 2 reviews how to help Health Centers update their clinical documentation, professional coding, and medical billing processes related to CMS’s 2026 updates and other ongoing issues and challenges.
  • An Overview of the National Diabetes Prevention Program (DPP) and Diabetes Self-Management Education and Support (DSMES) Program. Archived Webinar by RenayeJamesHealthcareAdvisors This Renaye James Healthcare Advisors' webinar introduces the National Diabetes Prevention Program (National DPP) Lifestyle Change Program (LCP) and Diabetes Self-Management Education and Support (DSMES) program to help health centers build a strong business case for Implementation. It also covers setting program goals, outlining key components and standards, and tracking quality outcomes.
  • Assessing Loss and Recovery After Emergencies and Disasters: A Financial and Operational Guide for Health Centers. Guide by CapLink Capital Link is releasing a comprehensive guide to help health centers assess and recover from financial losses following disasters. The publication outlines key steps for pre- and post-event tracking, essential data points, and reporting for PCAs and FEMA. Enhance your organization’s financial preparedness and resilience—access the guide via our website or the Clearinghouse.
  • Business Continuity Planning Interactive Learning Modules. E-Learning by NACHC These interactive learning modules are intended to provide community health centers and primary care associations with self-guided learning tools to create and/or improve their business continuity plans and programs are the result of collaboration between the National Association of Community Health Centers (NACHC), Connect Consulting Services, and Primary Care Development Corporation (PCDC), and Inspired Solutions Enterprises, Inc. 
  • Caring for Older Adults: Strategies for Launching and Optimizing Elder Care Programs at Health Centers. Guide by CapLink This publication describes how the rapid growth of the older adult population is transforming demand for care and positioning Health Centers to play a critical role in delivering age-friendly, coordinated services. It outlines practical strategies and program models that enable Health Centers to improve outcomes, retain aging patients, and enhance long-term financial sustainability.
  • Early Capital Planning Phases Webinar. Archived Webinar by CapLink Is your health center considering a renovation, expansion, or new site? The success of any capital project is determined long before the first blueprint is drawn. The early planning phases- where strategic vision meets operational and financial reality- are the most crucial. This webinar will provide your leadership team with a proven framework to navigate this complex process, align your project with community need, and build a compelling case for funders. Join Capital Link, a national nonprofit with over 30 years of experience guiding health centers through $1.6 billion in successful capital projects, for this essential deep dive into early-stage planning.
  • Federal Disaster Assistance Resources for Health Centers. Guide by NACHC This resource provides a guide to navigating federal resources for post-disaster recovery. The Federal Emergency Management Agency (FEMA) and others offer several resources to help communities, businesses, and individuals facing a disaster.
  • Federally Qualified Health Center (FQHC) Business Case for Value-Based Care: Fundamentals, Risks, & Benefits. Report by NACHC This Business Case document explains why it is essential for health centers to implement Value Based Care. It provides information on the why, what and how, as well as resources to help health centers that want to start or advance their VBC journey.
  • Financial and Operational Benchmarking: FQHC Trends and Observations for the 2020-2023 Period. Archived Webinar by CapLink Utilizing Capital Link’s just released Federally Qualified Health Centers Financial and Operational Performance Analysis 2020-2023 and the newly updated Performance Benchmarking Toolkit for Health Centers, this webinar provides an aggregate financial and operational profile of health centers nationally, highlighting the variances between rural, urban, and national health center performance. It also offers a framework for identifying financial strengths and challenges for performance improvement and reviews the key target benchmarks that support long-term financial sustainability.
  • Financial Assessment for Provider Turnover Tool. Aid/Kit Website by ACUsStar2Center The purpose of this Financial Assessment for Provider Turnover Tool is to assist you in realizing the actual costs of provider turnover including direct costs, such as advertising and recruiting services, but also indirect costs, such as staff time dedicated to finding locum tenens (temporary) and permanent providers. This tool contains separate tabs for “Non-Physician Providers” and “Physicians” in an Excel format where organizations can input values from their own records or use the included National Estimates based on physician data to help calculate the tangible costs of provider turnover.
  • FQHC CMS-CMMI VBP Opportunities Table. Template by NACHC This resource provides an at-a-glance comparison of value-based payment opportunities made available to health centers by CMS and CMS’ Innovation Center. For each model included is a short description, eligible participants, payment methodologies, and health center participation information.
  • Fundamentals of Value-Based Care eLearning Series: Module 1. E-Learning by NACHC This value-based care eLearning series is designed for health center leaders who are considering entering a value-based payment contract. Module One describes payment models and contract considerations, and Module Two delves into transforming care to meet goals. Modules are available on demand and can be completed at your own pace.
  • Guide to the Health IT Financial Forecasting Tool. Guide by CapLink Health Information Technology (health IT) is an essential foundation for delivering highquality, coordinated care in today’s healthcare environment. However, implementing and maintaining these systems requires thoughtful planning and sustainable financial investment, particularly for health centers that serve safety net populations. This Excel-based Health IT Financial Forecasting Tool is designed to help community health centers clearly and comprehensively document both the costs and funding sources associated with health IT systems.
  • Health Center Fundraising: Requirements and Strategies to Achieve Compliance. Brief by NACHC This information bulletin provides an overview of the potential pitfalls that health center fundraising campaigns should avoid and suggests strategies for conducting a fundraising campaign in compliance with applicable law.
  • HRSA Health Center Facility Loan Guarantee Program: Overview for Health Centers. Fact Sheet by CapLink This fact sheet provides details about the HRSA Health Center Facility Loan Guarantee Program (LGP) for health centers.
  • HRSA Loan Guarantee Program (LGP): Insights from the Small Group Training Participants. Report by CapLink HRSA Loan Guarantee Program Training Program Insights - Capital Link is developing a new publication that captures feedback from past HRSA LGP Loan Guarantee Program Small Group Training participants. The report will highlight program effectiveness, uncover participation barriers, and offer actionable recommendations for improvement.
  • Introduction to Mobile Health. Archived Webinar by CapLink This training describes the mobile health landscape with an emphasis on health center presence, shares key mobile health resources, and provides practical advice for mobile programs.
  • Mapping Mobile Health Care Units: A Data Profile of Health Center Deployment and Growth. Infographic by CapLink This new infographic analyzes UDS data to highlight national trends in mobile health programs across the country, including geographic distribution and service patterns. This tool will help health centers identify service gaps, support capital development, and enhance emergency preparedness. (Released 2025)
  • Mergers & Acquisitions: The Role of the Health Center Board. Brief by NACHC This brief resource introduces foundational concepts in corporate consolidation, including merger and acquisition and address the board’s role.
  • Mobile Health Operations: A Foundational Planning Guide for Health Centers. Guide by NACHC Mobile health units meet patients where transportation and geography stand between them and care. This foundational guide gives health center leaders and operations staff a shared framework for doing that well. From defining scope on Forms 5A and 5B to building sustainable financing and measuring what matters. It’s the first in a series of resources from the NACHC Center for Mobile Health.
  • NACHC Business Continuity Planning Interactive Learning Course. E-Learning by NACHC These interactive learning modules are intended to provide community health centers and primary care associations with self-guided learning tools to create and/or improve their business continuity plans and programs.
  • NACHC SFDP Navigator® HRSA Sliding Fee Discount Program Compliance Tool. E-Learning by NACHC This elearning course is intended to provide health centers and primary care associations with self-guided learning tools to create and/or improve their business continuity plans and programs.
  • NATIONAL HEALTH CENTER Financial and Operational Performance Analysis. Report by CapLink This report, prepared with support from the Health Resources and Services Administration, provides an updated aggregate financial and operational profile of health Centers nationally. It offers a framework for identifying financial strengths, challenges, and benchmarks that support opportunities for health center performance improvement through an examination of multi-year trends, highlighting the variances between rural, urban, and overall national FQHC performance. (Released in 2025)
  • Nurse-Led Care Models in Homeless Health: Staffing, Care Delivery, and Sustainability. Report by NHCHC, NNCC Developed collaboratively by the National Health Care for the Homeless Council (NHCHC) and the National Nurse-Led Care Consortium (NNCC), this national publication highlights how nurse-led and nurse-involved care models can be created, sustained, and scaled to serve homelessness populations and residents of public housing. It features real-world staffing and service-delivery models, practical billing approaches, and compelling program vignettes drawn from successful initiatives nationwide.
  • Operational Budgeting Essentials: Turning Operational Data into Smarter Budget Decisions. Toolkit by NACHC Strong budgets begin with strong operational inputs. This foundational toolkit helps health center operations leaders identify, organize, and communicate the operational data finance teams need to build accurate, sustainable, and compliance-aligned budgets. Through practical tools, real-world scenarios, and hands-on exercises, participants will learn how staffing plans, patient demand forecasts, payer mix assumptions, purchasing needs, and operational trends directly impact budgeting and financial performance. The resource emphasizes collaboration between operations and finance while aligning with HRSA Compliance Manual expectations. Participants will leave with practical frameworks, templates, and strategies to support financially and operationally sustainable decision-making across their organization.
  • Performance Benchmarking Toolkit for California Health Centers - Updated 2025. Toolkit by CapLink During this period of rapid industry transformation, it is increasingly important for health centers to measure and monitor organizational data to inform financial management decisions and demonstrate value. Applying data analysis tools helps leaders more effectively track performance, engage staff, understand key drivers, and incorporate operational insights to position the health center for financial sustainability and continued success. This toolkit provides guidance in applying these concepts to better understand and improve a health center’s financial performance.
  • Securing Affordable Financing for Your Health Care Expansion or Renovation Project (Webinar). Archived Webinar by CapLink Wondering if your health center qualifies for affordable, low-risk capital? You might be closer than you think. This webinar provided an overview of how health centers can access affordable, lower-risk financing through the HRSA Loan Guarantee Program (LGP). Capital Link’s experts shared insights, eligibility criteria, and real-world examples to help participants strengthen their readiness for capital development and secure affordable funding for their projects.
  • Sliding Fee Discount Program - The Fundamentals for Health Center Boards. Microlearning by NACHC This short video outlines the fundamentals of the Sliding Fee Discount Program that is required under the Health Resources and Services Administration (HRSA) Health Center Program. This video is intended for health center boards and addresses the following topics: What is the Sliding Fee Discount Program and why is it important? What does a health center board need to know about the Sliding Fee Discount Program? Tips for boards related to the Sliding Fee Discount Program
  • So You Want to Become a Health Center?. Guide by NACHC This publication is a practical roadmap for organizations considering whether and how to join the federal Health Center Program. It explains key pathways such as New Access Point funding and Look-Alike designation, while walking readers through eligibility, compliance, governance, financing, staffing, service delivery, and community needs assessment requirements. Designed for boards, executives, and planning teams, the guide helps organizations evaluate readiness and make informed strategic decisions about becoming a health center.
  • STAR² Center Financial Assessment for Provider Turnover Tool. Template by ACUsStar2Center The purpose of this Financial Assessment for Provider Turnover Tool is to assist you in realizing the actual costs of provider turnover including direct costs, such as advertising and recruiting services, but also indirect costs, such as staff time dedicated to finding locum tenens (temporary) and permanent providers. This tool contains separate tabs for “Non-Physician Providers” and “Physicians” in an Excel format where organizations can input values from their own records or use the included National Estimates based on physician data to help calculate the tangible costs of provider turnover.
  • STAR² Center Intergenerational Workforce Fact Sheet. Fact Sheet by ACUsStar2Center Currently, there are five generations in the workplace, which include Gen Z, Millennials, Gen X, Baby Boomers, and some Traditionalists; in a few years, Gen Alpha will also be joining the workforce. The STAR² Center Intergenerational Workforce Fact Sheet outlines what it means to have an intergenerational workforce and effective communication strategies that support staff recruitment, retention, and engagement.
  • Strengthening Emergency Preparedness: Overcoming Barriers and Fostering Partnerships (March 19, 2026). Archived Webinar by CHC Join Matthew Griswold, Facilities Director, Community Health Center, Inc. (CHCI) for an interactive 60-minute activity session on innovative approaches to emergency preparedness. Through case studies and best practices, this session will highlight how to build partnerships and develop a comprehensive emergency preparedness plan that will strengthen your health center's response and long-term sustainability.
  • The Board’s Role in Financial Oversight. Microlearning by NACHC Health center board roles can be grouped into three categories: Strategy, Oversight & Policy, and Board Functioning. This microlearning explores the board’s role in providing financial oversight of the health center.  
  • The Boards Role in Reading the Income Statement. Microlearning by NACHC This microlearning is designed to help health center board members learn about the Income Statement so they can ask informed questions and contribute to the board’s financial oversight responsibilities. 
  • The Boards Role in Understanding Key Performance Indicators. Microlearning by NACHC Key Performance Indicators (or KPIs) are useful to assess a health center’s financial condition. This microlearning explores how health center boards can use KPIs to determine whether the financial picture is improving or declining.
  • The Role of Mobile Healthcare in Health Center Operations. Report by CapLink Mobile healthcare, also referred to as mobile health, mobile clinics, and mobile health units (MHUs), is an alternative, flexible, and cost-effective approach to bringing a wide range of healthcare services—such as medical, dental, behavioral, vision, and even mammography—directly to underserved and hard-to-reach patients. This report, developed with support from HRSA, reviews the basics of mobile healthcare and provides tools and guidance on where to begin in designing a mobile health unit. (Released 2025).
  • The Rural Health Center Landscape: Data, Challenges, and Insights. Archived Webinar by CapLink This training explores key trends, data insights, and strategies—featuring a special Q&A with William Edwards, CFO of G.A. Carmichael Family Health Center.
  • Tips for Health Center Boards for Evaluating the Sliding Fee Discount Program. Videorecording by NACHC Health center boards are required to adopt, review and evaluate at least once every three years, and, as needed, approve updates to the Sliding Fee Discount Program as noted in Chapter 19: Board Authority in the Health Resources and Services Administration (HRSA) Health Center Program Compliance Manual. This short video provides tips on how boards can work with the health center CEO to evaluate and approve updates to the Sliding Fee Discount Program. It contains sample data and questions a board may wish to ask as part of this process.
  • Transforming Rural Healthcare Through The HRSA LGP. Case Study by CapLink This publication, developed with support from HRSA, describes how Grace Health leveraged the HRSA Health Center Facility Loan Guarantee Program (LGP) to overcome barriers like aging infrastructure, fragmented services, and limited access to rural healthcare to complete two capital projects that reshaped their care delivery.
  • Turnover Calculator Tool. Aid/Kit Website by ACUsStar2Center ACU’s STAR² Center has created a web-based tool to collect and analyze turnover at health centers. By completing the Turnover Calculator Tool, health centers will be able to calculate the total cost of turnover at their organization as well as receive recommendations for mitigating turnover.
  • Understanding Emergency Preparedness within Health Centers: Foundational Principles, Financial Strategies, and Operational Continuity. Archived Webinar by CHC This training offers health center leaders a comprehensive overview of foundational principles and best practices in emergency management to ensure patient safety during disruptions, including actionable steps for developing an Emergency Preparedness Plan and Committee at your health center.
  • Using Data to Demonstrate Impact on Health Care Access. Report by CapLink, NHCHC This report highlights the operational performance, economic impact, and continued value of health centers that serve homeless populations in advancing access to quality care. These health centers provide comprehensive, patient-centered care for patients facing complex health needs.
  • Value Based Payment and Financial Readiness Tool. Aid/Kit by NACHC This tool is designed to support health centers in assessing value-based payment readiness and projected revenues, costs, and ROI. It is not intended to be used solely in decision-making around value-based payment. The document and the information herein are being issued with the understanding that neither NACHC nor the authors are engaged in rendering legal, financial, or other professional services; nor, are this document and information herein intended to be used solely in decision-making absent specific professional advice, as necessary. If legal advice or other expert assistance is required, the services of a competent professional with knowledge of your specific circumstances should be sought. Neither NACHC nor the authors assume liability in connection with use of this document or the information
  • Value Based Payment Contract Review Checklist for FQHCs. Guide by HITEQ The checklist will walk you through a series of common considerations for contracts you may receive from payers, with a specific focus on contracts that include value-based payment components.
  • Value Transformation Framework Action Brief: Developing your Health Center’s Value-Based Payment Goals. Brief by NACHC To assess your organization’s readiness for value-based care, evaluate organizational capabilities, infrastructure, and readiness to transition from fee-for-service models to value-based payment arrangements. This Action Brief offers guidance on how to analyze your patient population and current health plan contracts to develop health center specific value-based care goals for the next 12 to 18 months.
  • Value Transformation Framework Action Brief: Payor Data. Brief by NACHC This action brief focuses on how payor data can be leveraged, how payor data is received by the health center (and at what frequency), and the health information technology (HIT) infrastructure necessary to integrate and transform payor data into actionable community health management solutions.
  • This project is supported by the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services (HHS) as part of an award totaling $6,625,000 with 0 percentage financed with non-governmental sources. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by HRSA, HHS, or the U.S. Government. For more information, please visit HRSA.gov.