Updating Axiom Financial Planning dimensions

Axiom Financial Planning uses some dimensions that are not included in the Dimension Maintenance utility:

• CODE – Contains a unique numerical ID for each of the summary accounts used Financial Planning calculations.
• MODEL – Contains the description, active/inactive status, base year and assumptions set for each financial planning model defined.
• NODE – Contains the description, model, node type, and other information for each node.
• PAYOR – Lists payor categories for financial modeling and reporting (Medicare, Commercial, Self-Pay, and so on).
• SCENARIO – Lists each scenario defined in Axiom Financial Planning, including a brief description for each, the person who created it, the base year, and submission and processed dates. You manage scenarios from the Scenario Manager utility.

Update a dimension table using the corresponding Dimension Update utility.

To update dimensions using the Dimension Update Utilities:

1. In the Fin Plan Admin task pane, in the Administration section, expand Dimension Update Utilities.

   

2. Double-click the utility for the dimension to edit.

   Update the Code dimension

   IMPORTANT: Changes made to CODE descriptions are system-wide, meaning they affect code descriptions in other Axiom products where the codes are used.

   You can update the following Code dimension attributes:

   • Description – Code description displayed in the Description column of the CODE table.
   • Active – Determines whether a code can be inserted into nodes, and whether it will display as a mapping option in the Transfer to Financial Planning utility.

   • Conversion Factor – Used in transferring data from Budgeting to Financial Planning. Budgeting values are in normal dollars, but in Financial Planning, they are in thousands of dollars. The default for this column is to divide by 1000. You can also set this to divide by -1000, 1, or -1.

     NOTE: Although the Conversion Factor is edited here, the results are saved to the FPCode column of the ACCT table, not the CODE dimension table.

   To view the other dimension table column descriptions, See CODE.

   Update the Model dimension

   You can update the following Model dimension attributes:

   • Description
   • Active
   • Status
   • Projected Years
   • Report Group
   • Model Group
   • Globals

   To view descriptions for these and other MODEL dimension table columns, See MODEL.

   Update the Node dimension

   You can update the following Node dimension items for a selected Financial Planning Year:

   • Description
   • Model
   • Type
   • Tab Display
   • Long Description
   • Primary Group
   • Secondary Group
   • Allocation ID

   To view descriptions for these and other NODE dimension table columns, See NODE.

   Update the Payor dimension

   IMPORTANT: Changes made to PAYOR descriptions are system-wide, meaning they affect PAYOR descriptions in other Axiom products where the codes are used.

   You can update the following Payor dimension items:

   • Description
   • Type
   • ENUFF
   • Bad_Debt_Grp
   • Charity_Grp
   • Capitated

   To view descriptions for these and other Payor dimension table columns, see PAYOR.

   Update the Scenario dimension

   You can update the following for the Scenario dimension items for a selected Financial Planning Year:

   • Description
   • Active
   • RptScenario

   To view descriptions for these and other Scenario dimension table columns, see SCENARIO.

3. Make the desired edits. The following example is from the Code Dimension utility.

   • All green fields are drop-downs with selectable options. Click in a field and then click the drop-down arrow to the right of the field and select an option.
   • All blue fields are input fields. Type changes directly into the fields.
   • Do not edit protected fields. If you want to change data in protected fields, please contact Client Success.

   

4. After you make your changes, in the Main ribbon tab, click Save.