Running the Audit_02 Encounters by Month report

The Encounters by Month report allows for validation of Encounter data loaded to the Encounter table. This report summarizes encounter cases, charges (chargeable records), and charge-per-case by month for validation to the source system for a selected entity and date range. It ensures that the encounters in the Axiom system are the same as what the external system is reporting.

You can run this report admission or discharge, and compares the selected refresh variable to the appropriate date to the YRMO defined date in the Refresh Variables dialog. You can also run this report by Entity.

To run the Audit_02 Encounters by Month report:

  1. In the Explorer task pane, in the Libraries section, click Costing Reports > Data Import Validations, and double-click Audit_02 Encounters by Month.

  2. Refresh variables by doing one of the following:

    • In the Main tab, in the Workbook Options section, click Refresh Data.

    • Press F9.

  3. In the Refresh Variables dialog, do the following, and click OK:

    Option Description
    Select Admits or Discharges Select to populate the report with admits or charges.
    Entity Select one or more entities.
    Beginning of Calendar Period Select a beginning date to include in the report.
    End of Calendar Period Select an end date to include in the report.

The report populates inpatient and outpatient encounters separately, with IP grouped for inpatient and OP/ER grouped for outpatient based on how the Patient Types are mapped in the Patient Type dimension table to the DSSPtType IP, OP, or PB.

To validate the data imported to the encounter table, you need to generate a report from the source system, validating between the Source and Encounter table.

When comparing the encounter-level data to the Costing General Ledger:

  • This data should tie out completely in terms of Total Charges by month.
  • Differences could be due to filtering issues with source system extract creation.

    • If the extracts are not matching the reporting from source system, you may need to revisit and update the extracts.