Budget Builder Overview

 

Upon logging into Budget Builder, the first thing you will see is a list of budgets that you have  created or that you have access to see or edit (you may have access to view or edit budgets that others in your department or chief code have created).

 

 

 

 

Executing a Search

 

If you have many budgets and wish to search for a particular budget, enter the search criteria at the top of the screen and click on the Search button.  To see more options, click on the “Advanced Search Options” link to be able to search on Budget Status, Originator name or Folder # (InfoEd Agreement Id). The results are shown immediately below the search window. To see all the budgets you have access to, click on the “Clear Selection” link. Budget Builder will remember your search criteria until you log out or until the Clear Selection link is clicked.

 

Looking up a Procedure without creating a Budget

 

You do not have to create a “dummy” or fake budget just to look up a procedure price, name, CPT, or charge code. If you have privileges to create a budget, then by default you also have the privilege to use the procedure lookup tool.  Simply select an institution (or one is chosen for you by default, again depending on your access level), and then press the “Procedure Lookup” button. A simplified procedure picker will pop-up, allowing you to search and view the full charge master including any professional fees associated with a procedure. See the red circle below.

 

 

Clone a Budget

 

Many users find that they have charges that are very similar for all types of budgets they develop, or that they have a budget that is already created that closely matches a new budget they must begin. In this case, users can “clone” a budget which they created.

 

To clone a budget, place a checkmark next to the budget you wish to clone; then use the “Clone” button. This will create an exact copy of the original budget. Upon cloning, you will have a chance to change the study name and other setup information before saving the budget for the first time.

 

Expert tip: For users that want a budget “template”, aka a budget that has certain baseline tasks and procedures already in place, you should do the following:

  1. Create a baseline “template budget”, but without making any specific changes

  2. Clone this budget from the Budget Summary screen to make changes specific to the budget on which you are working

  3. Next time you need a new budget, you can go back to the “template” budget and start again, saving yourself time to create the baseline tasks from scratch.

 

Developing a new Budget

 

To create a new budget, click on the “Develop New Trial Budget” button near the top of the screen.

 

 

Budget Builder Screen Layout

 

The Budget Builder has been designed to function similar to a wizard, but with the flexibility to move between sections at your convenience. When developing a new budget for the first time, it is important that you follow the tabs in sequence to ensure all sections are completed correctly (follow the numbers below). Once you create your budget, feel free to move around any tab to update or change information as you see fit.

 

1   ->  2   ->  3   ->   4   ->   5

 

 

Each Screen is referred to as a “Tab”. The tabs are meant to be followed sequentially, from left to right. Therefore, start on the “Setup” tab; then move to the “Staffing” tab, etc, until you reach the “Summary” tab.