focus on health
Improving the budgeting process
in NHS Trusts
NHS Bury draws diverse streams of
information into coherent reports
using Monarch Pro
Managing the finances of any
Within the NHS structure, NHS Bury, the and learning disabilities services. The
business turning over in the
local Primary Care Trust (PCT), is the greater part of the funds at the Trust’s
purse-holder sitting between the De- disposal, however, is paid over to the
region of £300 million is a major
partment of Health and services such as secondary health care sector to pur-
responsibility which can become
general practitioners, dentists, NHS hos- chase the services of consultants and
a serious challenge if timely and
pital trusts and specialist service trusts. other specialist medical resources. And
accurate information is not
The geographical scope of a PCT is to complete its portfolio, the Trust funds
determined by practical considerations prescriptions and drugs for the local
readily available. When the
which often find it matching the local community.
‘business’ involved is an
government boundaries of the popula-
organisation within the NHS, that
tion it serves.
Financial reporting
challenge increases by an order
There is administrative logic in main-
taining those common borders, and that As the Assistant Finance Director for
of magnitude. Not only does the
is the case with NHS Bury in Greater NHS Bury, Lee McMahon is responsible
organisation have to budget and
Manchester. Its footprint is the borough for preparing the financial reports for the
account for its own activities, but
of Bury, where it serves a population of Trust’s Board and Executive Manage-
its finances must dovetail into
183,000. This makes NHS Bury the ment, who need the information for day-
smallest PCT in Greater Manchester, to-day budgeting.
the bigger picture of NHS
though it still accounts for an annual He must also ensure that financial data
funding and accounting
budget of circa £300 million. is compiled to meet the reporting obli-
practices.
Its budget is used in part to purchase gations of the Trust to its regional Stra-
primary health care services from its lo- tegic Health Authority – NHS North West
cal GPs and dentists. At this primary care (one of ten supervisory authorities in the
level, NHS Bury operates its own serv- NHS), which has to be able to assess its
ice provider arm, an arms length organi- current quarterly position and forecast
sation known as Community Services how this will change.
Bury, which supplies a range of commu- Mr McMahon noted that careful con-
nity based services including but not lim- trol over budgets in each of its ‘markets’
ited to district nursing, health visiting has ensured that NHS Bury delivers its
NHS Bury in Greater Manchester has as Its footprint the borough of Bury, serving a population of 183,000.
Though the smallest PCT in Greater Manchester, NHS Bury accounts for an annual budget of circa £300m.
54
54
The Informed Executive
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