Margin Analysis report

Overview

This report provides regarding details regarding margin analysis across service lines. To return to the Inpatient Executive Summary Dashboard, click the arrow in the upper right corner.

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Opening the report

TIP: You can open this report individually or through the Inpatient Executive Dashboard.

To open the dashboard:

  1. Open Axiom Report Designer in the Web Client.

  2. In the Axiom Intelligence Reports section, click Margin Analysis.

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Slicers

This section allows you to filter data by date range, entity, and financial class. From the drop-downs, you can select a combination of the available options to define the data parameters to include in the report.

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Metrics Card

This section displays KPI data for cases, ALOS, casemix, gross and net revenue, direct cost and margin, and contribution margin percentage. As you select different areas of this page, the totals in the Metrics Card adjust accordingly.

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Margin Analysis Scatter Chart

This section shows a profitability visualization of the direct margin profitability analysis. You can view details for a specific service line by placing your cursor on a circle. The system displays a tool tip that provides information on the number of inpatient cases, the direct margin per case, and the ALOS.

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Margin Analysis with Details

This section displays the details related to margin for each service line, including the number of cases, gross revenue per case, net revenue per case, etc.

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From this section, you can do the following:

  • View the details for a specific service line by clicking a row. The system greys out the details for the other service lines across the page except for data specific to the service line you selected.

  • Sort the table by columns in ascending or descending order by clicking the column header.

  • Drill up or down through the data by right-clicking the row, and then selecting Drill Up or Drill Down.

Including or excluding data

From some visualization charts and tables, you can exclude data by right-clicking the image or table row, and clicking Exclude. To show only one data element in the visualization or table, right click the image or a table row, and click Include.

Viewing data

You can view the underlying data for visualization graphs and tables by right-clicking the image or table, and clicking Show Data. A data table displays underneath the visualization graphic or table. To return to the dashboard, click Back to report in the upper left corner of the page.

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Copying data for other reports

If you have permissions to edit or create Axiom Intelligence reports, you can copy visuals to create a new report. For tables, you can also copy values and selections.

To copy, right-click in the section, and select Copy Visual, Copy Selection (tables only), or Copy Value (tables only).

NOTE: This function only applies to users that have permission to edit and manage Axiom Intelligence reports.