EHR Selection, Purchasing & Implementation Resource Sets

Health IT Financial Forecasting Tool

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Health IT Financial Forecasting Tool

HITEQ Center, Capital Link, June 2025

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.

The 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.

Whether your clinic is considering a new system, upgrading existing tools, or seeking to better understand your current cost structure, this tool provides a structured way to capture and assess your financial commitments and potential revenue streams.

Download the tool and the user guide in the Documents to Download Section below.

Documents to download

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The Quadruple Aim

Quadruple Aim

A Conceptual Framework

Improving the U.S. health care system requires four aims: improving the experience of care, improving the health of populations, reducing per capita costs and improving care team well-being. HITEQ Center resources seek to provide content and direction aligned with the goals of the Quadruple Aim

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Acknowledgements

This resource collection was compiled by the HITEQ staff with portions contributed by Ms. Marilyn Lamar and OCHIN. In addition, some documents were previously produced for the Health Resources & Services Administration (HRSA), the Massachusetts eHealth Institute (MEHI), the Office of the National Coordinator of Health Information Technology (ONC).

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