Budget Revenue Payor Adjustments

Setting up payor adjustments

If your organization uses a general ledger structure that is set up with detailed revenue accounts by payor, you can use the Budget Revenue Payor Adjustments driver to budget for percentage shifts in payor mix. Payor adjustments are used for revenue accounts in the general ledger system and set up by payor. In the ACCT dimension table, you need to configure the FSPayor column to use this sheet. List a valid code in the FSPayor column and list percentage changes in the inpatient, outpatient, and other patient columns. The payor shifts displays in the Stat_Rev sheet in budget plan files. The system calculates and displays budget revenue shifts in the budget plan files in hidden columns AU-AW.

Settings

Complete the following steps to configure this driver:

  1. In the ACCT dimension, configure the following columns for each payor specific account:

    Column Description
    ACCT.FSPayor

    Type R_IP (inpatient payors), R_OP (outpatient payors), or R_Oth (other payors) followed by the payor name. For example, R_IPMedicare, R_OPBlueCross, R_OthOther.
    ACCT.KHAStdline

    Type one of the following:

    • R_IP – Inpatient payors
    • R_OP – Outpatient payors
    • R_Oth – Other payors

  2. Open the 41 Budget Revenue Payor Adjustments driver.

  3. Enter the payor name in the FSPayor column without the prefix used in the ACCT.FSPayor column. For example, if ACCT.FSPayor = R_IPMedicare, then column Q in the driver will read Medicare. Then enter the percentage shifts for the budget year in the Inpatient, Outpatient, and Other Patient columns.