Release notes

Download a PDF version of the release notes here.

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Summary

Kaufman Hall is pleased to announce the 2019.3 release of Axiom Financial Planning. Each product release provides new features, enhancements, and configuration options to meet your needs. Many of these features and enhancements are a direct result of your feedback and suggestions.

Summary of the upgrade process:

Review product release notes – Review this document to familiarize yourself with the new features and functionality.
Schedule an installation date – Contact support@kaufmanhall.com or your implementation consultant, and they will confirm an installation period with you.
Complete manual updates – After installing the upgrade, if needed, review any manual setup steps needed to enable features for this version.

Axiom Support

As always, we appreciate your commitment to Kaufman Hall. If you have any questions about your upgrade, please contact us by logging into Axiom, clicking Help, and then clicking Support.

Training

Kaufman Hall provides world-class resources at your fingertips directly within the Axiom Software system. Axiom Help provides topics, knowledge base articles, documents, webinar/training announcements, and videos to guide you through managing your system. To access these resources, do any of the following:

Online help - From the Main or Admin ribbon tab, click Online Help, and then select the product. Axiom Help opens in a new browser window.

NOTE: The online help will only open for products you are licensed to use.
Contextual help - Form/web-enabled features include contextual help directly within the user interface. This information provides a quick summary and/or instructions specifically related to the screen you are using. You can access this information by clicking the question mark in the upper right corner of the screen. For more detailed information, open Axiom Help by clicking Open Help at the top of the contextual help dialog.

Product upgrade notes

IMPORTANT: You must apply the Axiom Software 2019.3 upgrade before applying any 2019.3 Axiom product upgrades. Axiom Software upgrades are backwards compatible so you can upgrade different products at different times, but you must upgrade to the Axiom Software 2019.3 before the first product upgrade. Refer to the Axiom Software 2019.3 Release Notes and Axiom Healthcare Suite 2019.3 Release Notes for considerations before upgrading.

When upgrading to the 2019.3 version of Axiom Financial Planning, keep in mind the following:

This product upgrade contains updated templates, calculation methods, updated drivers, and remediated defects.
KHA delivered reports may be replaced. Any report that you saved under a different name or created new will remain untouched. Replaced reports are available in Document History, if needed.
Any KHA delivered report that was moved to a new location will automatically move back to its original location.
KHA product templates and calculation method libraries will be replaced.
Product task panes will be replaced.
Process definitions will not be replaced.
Driver files will be replaced.
Security roles and sub-systems will be reset to their configured settings. All user security exceptions you may have made will remain intact.
Specific items configured as part of your company or organization's implementation such as imports, exports, driver files, and process management files, will remain as is. Any required modifications to these areas are covered in the release notes, if required.

New features summary

See What's new.

2019.3 – Known issues resolved

The following table lists the resolutions for issues addressed in 2019.3, released on September 16, 2019:

Issue Description	Description
DMU- error on refresh --> FP as the product and RFCODE or RFGroup is selected [TFS 34364]	Summary: For systems that do not include Axiom Rolling Forecast, the RFCODE and RFGroup options are available to select as dimensions in the Dimension Maintenance Utility. If the user selects either of these, they receive an error. Resolution: Corrected by adjusting the code to first check if the RF tables exist. If they do not, the RFCODE and RFGroup options are not available for selection.
PFB-07631 - Consolidating by Node Report Quick Filter cell formula [TFS 36223]	Summary: The formula for cell F37 in Consolidating by Node report is incorrect. When the user selects a quick filter, the formula references an empty cell. Resolution: Corrected by fixing formula to point to correct cell.
PFB-07668 - Equiv P Days listed twice on F/S with Detail Report [TFS 36411]	Summary: When using the F/S with Detail report, Equiv Patient Days is listed twice in the Key Ops Stats section, which produced a duplicate heading row. The first entry should be Adjusted Patient Discharges. Resolution: Corrected by moving cells C816 and F816 to bring in the Code.Description for Equivalent Patient Days to the correct row, and also changed 1815 to “Adjusted Patient Discharges.”
HP Template double counts medical expense [TFS 36424]	Summary: The HP template is double counting medical expenses on the balance sheet node type. Resolution: Corrected by updating template so that the formula in cell F870 is correct, then copied the correction across all projection years.
PFB-07825 - Capitated Payors do not have Contractual Blocks in Rolled Forward Nodes [TFS 37680]	Summary: If a user is using capitated payors on their nodes, after the annual roll forward, the contractual allowance sections do not get created when the node is created. Resolution: Corrected by updating the Acute.xlsx template, the Plan.xlsx calc method, and the Practice.xlsx calc method.
PFB-07906 - MR Variance Analysis Dashboard Errors [TFS 38054]	Summary: The Management Reporting Variance Analysis dashboard - AQ1 in the AdditionalLists tab is creating an error. The message is "Table with name _RFConfig does not exist." The Variables are looking to the SuiteVariables, but the field does not exist, even though the table being looked for does. Resolution: Corrected by modifying AnalysisGrids!AQ2 to turn off when Budgeting is not present; updated Management Reporting Variance Analysis.xlsx.
PFB-07914 - Update DIM - CODE utility needs to refresh on open. [TFS 38056]	Summary: One of the Axiom queries (AQ3) that is supposed to run when the Update DIM-CODE utility opens is not running. This causes changes made to not update, and additionally, when saving, it overwrites changes made again. Resolution: Corrected by adjusting the code so that AQ3 refreshes when the utility is opened, and by setting AQ4 to 0 (zero) on Update.

2019.3.1 – Known issues resolved

The following table lists the resolutions for issues addressed in 2019.3.1, released on October 14, 2019:

Issue Description	Description
Transfer to FP Patch 1 Items [TFS 38998]	Summary: Two issues: The Rolling Forecast file group name is causing an error when opening the Transfer to Financial Planning utility. If a previously saved configuration included jobcode as the selection for Management Reporting FTE Source on page 4 of the utility and the user changes the file source selection to Rolling Forecast, errors result because jobcode is not a selectable option when Rolling Forecast is selected as the file source. The save function on the configuration tab is not active when Rolling Forecast is selected. Resolution: Corrected the first issue by changing the code in the Configuration tab so that the utility first verifies that the file group name is correct. Corrected the second issue by adjusting the code so that configuration settings are reset when a saved data source is changed.
Transfer to Financial Planning bucket list [TFS 39602]	Summary: Clients with Performance Reporting but not Budgeting are unable to use the utility. Resolution: Corrected by changing C27 on the Navigation tab from Budget Planning to Performance Reporting. Corrected utility name issue to display the correct name: Node Rebuild Utility.
Transfer to FP - Product check is looking for 'Rolling Forecasting' rather than 'Rolling Forecast Quarterly' (and a couple more items) [TFS 39824]	Summary: During product check, the Transfer to Financial Planning utility is looking for the wrong product name: “Rolling Forecasting” instead of “Rolling Forecast Quarterly.” Resolution: Corrected by adjusting the lookup to look for “Rolling Forecast Quarterly” instead of “Rolling Forecasting.”

Issue Description

Description

Transfer to FP Patch 1 Items
[TFS 38998]

Summary: Two issues:

The Rolling Forecast file group name is causing an error when opening the Transfer to Financial Planning utility.
If a previously saved configuration included jobcode as the selection for Management Reporting FTE Source on page 4 of the utility and the user changes the file source selection to Rolling Forecast, errors result because jobcode is not a selectable option when Rolling Forecast is selected as the file source. The save function on the configuration tab is not active when Rolling Forecast is selected.

Resolution: Corrected the first issue by changing the code in the Configuration tab so that the utility first verifies that the file group name is correct. Corrected the second issue by adjusting the code so that configuration settings are reset when a saved data source is changed.

Transfer to Financial Planning bucket list [TFS 39602]

Summary: Clients with Performance Reporting but not Budgeting are unable to use the utility.

Resolution: Corrected by changing C27 on the Navigation tab from Budget Planning to Performance Reporting. Corrected utility name issue to display the correct name: Node Rebuild Utility.

Transfer to FP - Product check is looking for 'Rolling Forecasting' rather than 'Rolling Forecast Quarterly' (and a couple more items) [TFS 39824]

Summary: During product check, the Transfer to Financial Planning utility is looking for the wrong product name: “Rolling Forecasting” instead of “Rolling Forecast Quarterly.”

Resolution: Corrected by adjusting the lookup to look for “Rolling Forecast Quarterly” instead of “Rolling Forecasting.”

Manual setup instructions

There are no manual setup or configuration steps required for this release.

Known issues

The following table lists the known issues in this release.

Issue Description	Description
Some reports are not formatted for drilling [TFS 14163]	Symptom: When drilling in some of the reports, the results may not have the correct formats. Explanation: Will be fixed in a future release.
PFB-07322 - Clone node & refresh history [TFS 34016]	Symptom: Historical data does not populate when a node is cloned and the setup driver’s “Update Historical Data when opening plan files” setting is set to YES. Explanation: Will be fixed in a future release. Template will be updated to turn off update history AQ when a node is cloned. Workaround: History does populate correctly when the setting is set to NO. Change setting “Update Historical Data when opening plan files” in the Setup driver to NO.

Issue Description

Description

Some reports are not formatted for drilling [TFS 14163]

Symptom: When drilling in some of the reports, the results may not have the correct formats.

Explanation: Will be fixed in a future release.

PFB-07322 - Clone node & refresh history [TFS 34016]

Symptom: Historical data does not populate when a node is cloned and the setup driver’s “Update Historical Data when opening plan files” setting is set to YES.

Explanation: Will be fixed in a future release. Template will be updated to turn off update history AQ when a node is cloned.

Workaround: History does populate correctly when the setting is set to NO. Change setting “Update Historical Data when opening plan files” in the Setup driver to NO.

IMPORTANT: Refer to the Axiom for Healthcare Suite 2019.3 Release Notes for additional known issues that have a suite-wide impact.