The CPSI Budgeting system is designed to allow the hospital to completely prepare a budget on-line. The system allows the automatic utilization of detail historical data that has been captured on the computer by other financial applications. When the budget is finalized, the general ledger is automatically updated for the purposes of new fiscal year comparison reporting.

Files are built for a given period of time automatically pulling data from the statistics, general ledger, and payroll applications. Various methods are available to annualize current year figures and then project new budget statistics, revenues, and expenses, always allowing for an optional line override. Payroll budgeting is based on actual hours worked in a department and provides for hour and rate increases by job code, globally, or individually. This can be done for productive, non-productive, other pay, and miscellaneous classifications. The flexibility of the system allows the user to be as general or as detailed as desired throughout the budgeting process.

Central to the budgeting process is the ability to document by line item, for each year, to support the final budgeted number. In subsequent budget years notes can be copied from one year to the next and edited as necessary reducing the documenting time normally incurred with manual budgeting. System documentation is also on-line with a help option available at every step of the budgeting process.

The system provides for central budgeting by the finance department, or distributive budgeting by the individual departments. The latter method being controlled by a budget manager who establishes security and communication protocols between himself and the departments.