Resources
Training
Financial Institutions
Training 1 – Banking on Health: Lending to Private Health Care Businesses: The Case of the Private Midwife Clinic
The course introduces lenders and managers of financial institutions to the benefits and risks of lending to the health care sector. It also introduces the business model of a private midwife clinic and reinforces credit analysis and loan structuring skills. This course has been delivered to 69 participants from 8 financial institutions in the Philippines.
Training 2 – Banking on Health: Prestando a las Empresas Médicas: Los Mitos y Las Realidades del Sector de Salud (Lending to Medical Enterprises: The Myths and Realities of the Health Sector)
The course provides lenders and managers of financial institutions with an overview of the health sector in Nicaragua with a focus on the Social Security Institute’s capitated system. The course analyzes the risks and opportunities of this sector and provides bankers with financial analysis tools. It also covers benchmarking, market segmentation, and a case study. The course was delivered to 25 participants from two financial institutions in Nicaragua.
Training 3 - Banking on Health:"Case Study: Christina Gomez, Midwife" Trainer's Guide
The Christina Gomez Midwife Case Study Trainer’s Guide is designed as a road map for trainers to train lenders on financing a mixed service and retail microenterprise in the Philippines – using the case of a private midwife practice.
Below are also a number of related materials that trainers can distribute to participants.
Private Health Care Businesses
Training 1 – Summa Foundation: Business Handbook for Private Health Providers.
This course targets private providers operating small health care practices who have limited training in business management and finance. This course has been delivered to over 200 private midwives, nurses, doctors, drug shops and clinical officers in Uganda.
Training 2 – Banking on Health: Financiando Su Futuro: Las Empresas Médicas Previsonales y Sus Relaciones Bancarias (Financing Your Future: The Medical Enterprises and their Bank Relations)
This course targets the general managers and financial managers of private Empresas Médicas Previsonales, health care providers that contract with Nicaragua’s Social Security Institute. The course reviews basic business plan skills, providing attendees with a case study to practice accounting and finance exercises. Emphasis is given to mergers and acquisitions and the course reinforces the importance of the relationship between the medical enterprises and financial institutions. Financing Your Future was presented to 62 participants from 34 health care providers in Nicaragua.
Recent Training
Recent Banking on Health Training
Tools
Tool 1 – Summa Foundation: Financing for the Private Health Sector.
This tool was designed to assist the private health sector in developing countries identify sources of financing for health care activities
Tool 2 - Simple Daily Record for Midwives
This resource contains instructions for keeping financial records and a worksheet that providers can use to begin implementing an improved financial record system. Keeping a system of financial records can take a little bit of time, effort and organization. If a midwife wants her business to grow, it is important to keep this information orderly for her own use and so that she can communicate financial information clearly to others such as tax authorities and lenders. They are tools for decision-making as they provide the midwife with the necessary data to determine the status of her business.
Tool 3 - Simple Accounting Worksheet for Midwives
The Simple Accounting Worksheet was designed to provide midwives with a method of keeping track of daily business transactions. Midwives can also easily prepare a balance sheet and cash flow statement using the information collected on this worksheet.
Publications
Report Series
Market Research Report Series #1- Financing and Training Needs of Small-Scale Private Health Care Providers and Distributors in Romania
Case Studies
Case Study - Indonesia Midwives Loan Fund: Can a Revolving Loan Fund be used to Encourage Private Midwifery Practices?
Case Study - AAR Health Services, Kenya: Is the Provision of Financing a Cost-effective Intervention to Motivate the For-profit Health Sector in the Delivery of Family Planning Services?
Research
Microfinance & Quality of Care Brief (Uganda) – Using Microfinance to Improve the Quality of Reproductive Health Services
Project Information
One Page Brief - Private Health Sector Businesses and the Banking on Health Project
One Page Brief - Financial Institutions and the Banking on Health Project
One Page Brief - The Development Credit Authority Guarantee
