Release notes

Summary: Some of the standard RFCODE dimensions are incorrect in the Package Manager.

Resolution: Corrected by fixing column N (KHABgtCode) and the RFCode column, and by changing the App description to mid-level, and the Adv Practice to mid-level.

Summary: Data is not saving when users run the RF Monthly Payroll to GL utility. The Zero on Save function normally deletes old data from all fields in a record prior to saving the new data to the table. However, it is not saving the new data to the table.

Resolution: Corrected by turning off the control sheet setting Zero on Save for the worksheet.

Summary: RF Income Statement Summary 12-month report is not working as expected, so users cannot use it. Not all monthly columns display, and forecasted data for the future months is coming from the RF_Forecast table, which can have no data in some months if a forecast is run early in the year.

Resolution: Corrected by fixing the code so that data for the report is pulled from the RF_Waterfall table to ensure that there is always forecast data for all months.

Summary: RF_EPM Target Variance report target column data is incorrect because the column is pulling data from the wrong data table.

Resolution: Corrected by fixing the code so that data is pulled from the RF_Waterfall table.

Summary: In the RF Target Variance worksheet, if the current period under review is period 1, then column P brings in the current year's period 12 (VariablesI41). It should bring in last year's period 12.

Resolution: Corrected by updating the worksheet to reference the correct row.

Summary: On the RFInitiatives tab of the plan file template, two conflicting processes interact to delete data that should be saved when users save the tab.

Resolution: Corrected by updating the control sheet for the plan file so that data saves properly. Also added a field to the RF_Forecast table.

Summary: The Payroll12 to Rolling Forecasting Summarization is defaulting to ACT_PAY12(Y0) upon refresh for all 12 periods instead of defaulting to Budget for periods beyond the current Forecast Period (from RFConfig).

Resolution: Corrected by adding logic to have months greater than the forecast period default to BUD Pay12(Y0).

Summary: On the Forecast tab of the plan file template, there is an error in the Forecast Quarters formula when using the “Same Qtr” Forecast Method for Rate per FTE Benefits. There is also an error with the average portion of the formula. In both cases the wrong columns are being referenced.

Resolution: Corrected by fixing the errors so that the column referencing is correct in the Pct of Salaries and Rate per FTE calc methods.

Summary: The Current Quarter months are hidden in the Global Driver. They should be considered Historical. For example, when the period is set to 10, that month is an Actual (AMth1) and should be displayed since the quarter is not complete.

Resolution: Corrected so that the current quarter is now visible as part of the default setup and is included in the future/forecast periods.

Summary: On the RF History tab of the plan file template, the Change Views are showing columns F-L, data from earlier years, which should be hidden.

Resolution: Corrected by updating the template to hide the columns.

Summary: When users insert an Expense calc method in a plan file and set the Variable % in column V to 100%, this causes the Fixed % to be zero. However, some forecast periods still contain fixed dollars.

Resolution: Corrected by updating the Fixed row so that the % used is applied to the entire formula.

Summary: RF Consolidated Summary report is missing Contract, Nonproductive and Overtime FTE annual totals because the corresponding Hours totals are not copied down.

Resolution: Corrected by copying the hours formula in row 134 to the appropriate column rows.

Summary: Clients who do not include Other Deductions in the plan file Forecast sheet receive errors when building the plan files. Users have RFCODE.RFStdLine='NA', but RFCODE.RFType='OtherDeduction'. Clients that want to use a calculator for deductions and bring in Deductions by Payor AND Deductions for IP/OP will need this functionality to work. They do not want to use NoForecast as the CalcMethod because that will bring the historical data into the plan file, causing data duplication.

Resolution: Corrected by: 1) Updating cell M151 to set the value of 1 so that OtherDeductions will interface. 2) Updating the data filter to solve for the expected configuration where RFCode.RFStdLIne is either configured for 'NA' (to not interface) or configured to interface if set to an option on the list (for example, OtherDeductions).

Summary: The RF VCC is opening as read-only for all users because it is set to Replace Existing in the package manager. This means that when a user saves the RF VCC Setup driver, the data saves to the table but does not save to the spreadsheet. When the user reopens the driver, they do not see the changes, so they think that their changes did not save. Also, if they make another change to the driver and then save, their previous changes are overwritten by the defaults.

Resolution: Corrected by changing the setting in the package manager from Replace Existing to Preserve Existing to allow user changes to be updated in the driver.

Summary: The RF Monthly Payroll to GL report runs for both Hours and Dollars. If the user first runs for Hours and then for Dollars, the Hours records zero out on the second run. The reverse is also true: if Dollars is run first followed by Hours, the Dollars records are zeroed out after Hours runs.

Resolution: Corrected by fixing the code in the Control Sheet so that the records from prior runs are saved.

Summary: In the RF Plan File template, the Pct of Salaries calc method is using the scaling factor twice, causing the percentages to be off by a factor of 1000 when the scaling factor is set to 1000. Also, hidden row 13 is not formatted similarly to visible row 7.

Resolution: Corrected by removing the double reference to the scaling factor in the calc method and corrected the formatting to display a percent in row 13.

Summary: The RF Template has the following issues:

1. In the OP Revenue NetPerUnit calculation method, the Average Revenue Rate per unit calculation in column AB (and AC) is not calculating correctly. In the last row of the calc method, the formula is referencing IP Statistics instead of OP Statistics.
   Resolution: In the IP Revenue_NetPerUnit calculation method, corrected the formulas where applicable. In the OP Revenue_NetPerUnit calculation method, copied the corrected formulas to the relevant rows. In the Oth Pt Revenue_NetPerUnit calculation method, corrected the formulas as needed.
2. For the IP Census calculation method, the Admissions in row 9 of the calculation method are not interfacing with the historical data in column T, which comes from the sum of columns Q:S. Also, CMIAdjAdmissions is not interfacing with the historical periods. Data fields that were previously interfaced directly into the report section were moved, but the report columns do not reference the added interfaced columns.
   Resolution: Corrected by copying the correct formulas to the right cells.
3. The Benefits as a Percent of Salaries calculation method, row 9 (Percent of Salaries) is zero because row 11 of the calculation method is referencing Salaries in column AX for which there is no data displaying. Additionally, row 12 of the calculation method for the monthly columns is divided by a factor of 1,000 (cell W31).
   Resolution: Corrected by copying the formulas to the right cells.

4. In the Return Rate calculation method, column T of row 9 for the Adjusted Cash Balance has different totals for columns T and U. Historical Cash is incorrectly referencing the RFHistory! tab.
   Resolution: Corrected the formula in column F of the calculation method to correctly reference the RFHistory! tab.

5. The Other Deductions calculation method is not interfacing into the Forecast tab of the plan file, so the Bad Debt is not being used or forecasted in the plan files. The applicable queries are not including OtherDeductions as a selection.
   Resolution: Corrected the queries to not exclude the Bad Debt.
6. For the Pct of Salaries and Rate per FTE calculation methods, column AC for both are referencing the wrong row for the "Last Quarter" test condition.
   Resolution: Corrected by changing the formulas so that the calculation methods are referencing the correct rows.

Summary: In the RF Deductions calculator, when the calc method for an item is Last Saved, the values populated do not roll to the new quarter when crossing quarters. The Save2BD line is hard-coded and does not allow for values to roll based on RF period selected.

Resolution: Corrected by updating the RF Deductions calculator control sheet to allow the values to roll forward.

Summary: If a user’s system does not have the Rolling Forecast Provider license, the Axiom Rolling Forecast Security utility produces an error when a user tries to open it.

Resolution: Corrected by changing the Security Update utility so that, instead of producing an error, the Provider section is hidden if a user does not have the Provider license.

Summary: In the Forecast tab of the Rolling Forecast plan file, adjustments are not copying correctly when months roll forward because of an error in one of the cell formulas. As a result, users see incorrect Base and Variable Expense amounts in column S of the tab.

Resolution: Corrected by revising how the standard adjustments from the Waterfall table are retrieved in columns LA:LC.

Summary: For both Volumes and Other Volumes calculation methods, the sum of the three months in columns X, Y, and Z do not add up in Row 1 forecast quarter (column AB) of the calculation method. Instead, the current formula is adding Row 9 of the calculation method, which is including the new one-time adjustments from columns X, Y, and Z.

Resolution: Corrected by changing the reference in column AB for the calculation methods: IP Volume, OP Volume, Other Volume. This will now sum volume based on the first volume row of the calc method.

Summary: On the Drivers tab of RF Drivers, actuals are not being pulled in for the last quarter of actuals.

Resolution: Corrected by fixing the formula used in the column that pulls in actuals.

Summary: The RF (plan file) Template has the following issues:

1. In the OP Revenue NetPerUnit calculation method, the Average Revenue Rate per unit calculation in column AB (and AC) is not calculating correctly. In the last row of the calc method, the formula is referencing IP Statistics instead of OP Statistics.
   Resolution: In the IP Revenue_NetPerUnit calculation method, corrected the formulas where applicable. In the OP Revenue_NetPerUnit calculation method, copied the corrected formulas to the relevant rows. In the Oth Pt Revenue_NetPerUnit calculation method, corrected the formulas as needed.
2. For the IP Census calculation method, the Admissions in row 9 of the calculation method are not interfacing with the historical data in column T, which comes from the sum of columns Q:S. Also, CMIAdjAdmissions is not interfacing with the historical periods. Data fields that were previously interfaced directly into the report section were moved, but the report columns do not reference the added interfaced columns.
   Resolution: Corrected by copying the correct formulas to the right cells.
3. The Benefits as a Percent of Salaries calculation method, row 9 (Percent of Salaries) is zero because row 11 of the calculation method is referencing Salaries in column AX for which there is no data displaying. Additionally, row 12 of the calculation method for the monthly columns is divided by a factor of 1,000 (cell W31).
   Resolution: Corrected by copying the formulas to the right cells.

4. In the Return Rate calculation method, column T of row 9 for the Adjusted Cash Balance has different totals for columns T and U. Historical Cash is incorrectly referencing the RFHistory! tab.
   Resolution: Corrected the formula in column F of the calculation method to correctly reference the RFHistory! tab.

5. The Other Deductions calculation method is not interfacing into the Forecast tab of the plan file, so the Bad Debt is not being used or forecasted in the plan files. The applicable queries are not including OtherDeductions as a selection.
   Resolution: Corrected the queries to not exclude the Bad Debt.
6. For the Pct of Salaries and Rate per FTE calculation methods, column AC for both are referencing the wrong row for the "Last Quarter" test condition.
   Resolution: Corrected by changing the formulas so that the calculation methods are referencing the correct rows.

Summary: A number of issues with the Benefits as a % of Salaries calculation method is causing calculation problems in plan files that use it.

Resolution: Corrected by adjusting the affected formulas to fix the scaling factor.

Summary: In the Forecast tab of the RF plan file, when the Current Month columns (Q, R, S) are hidden but column U displays, in row 11 of the IP Volume, OP Volume, and Other Volume calculation methods, the formula is dividing by column T instead of column P.

Resolution: In the RF plan file template, the Current Quarter is either column T or column U, depending on the user’s choice. Column T is the result of the three underlying months, while column U is the standalone, quarter-only column. The two columns work independently of each other, but in both cases, column P is the previous quarter. The formula is calculating results from the wrong column. Corrected by updating the formula in the Calculation Method Library.

Summary: In the Forecast tab of the RF plan file, the current quarter is in column T if users hide the month columns. If users do not hide the month columns, the current quarter is in column U. Currently, the formula only reads column T, regardless of whether the user hides the month columns or not.

Resolution: Corrected by adding an “if” statement to the formula so that it reads column U when months are not hidden.

Summary: In the Forecast tab of the RF plan file, the Benefits as a Percent of Salaries calculation method is zero because row 11 of the calculation method is looking for Salaries in column AX but there is no data displayed there. Also, row 12 of the calculation method for the monthly columns is divided by cell W31, which is a scaling factor of 1,000.

Resolution: Corrected by adjusting the scaling factor in the Salaries calculation method.

Summary: In the Forecast tab of the RF plan file, the Annual Average and Last Quarter forecast methods are ignoring any historical negative growth rates in the historical periods.

Resolution: Corrected the formula logic for the IP Census calculation method.

Summary: In the RF Drivers, there is a typo in the pre-populated label “ Summary - Label for Adjusted EBIDA.” Instead, it reads “EBSIDA.”

Resolution: Corrected by fixing the formula that pre-populates the affected label.

Summary: In the Forecast tab of the RF plan file, when an expense is split between Variable and Fixed (the Fixed is set to use Last Quarter as the forecast method), the Fixed portion continues to decrease quarter after quarter.

Resolution: Corrected by adding missing parentheses at the end of the formula that applies to column AD, row 8 and row 15 of the calculation method.

Summary: In the Initiatives tab of the RF plan file, when adding new salaries, the dollars code that is added with the salaries is keyed to H_JC_Hours. The salary codes and hours codes are matched up in the drivers. The hours codes should be set to pull in based on the driver setup.

Resolution: Corrected by adjusting the formula to bring in the correct mapped hours.

Summary: Extra commas in the cell formula for the RF Expense calculation method is causing two additional values of zero to be added to the calculation.

Resolution: Corrected by removing the commas from the formula.

Summary: Formula errors in the Axiom Rolling Forecast Security Update Utility spreadsheet are causing existing non-Rolling Forecast users to have their security set to No Access when administrators change security for existing Rolling Forecast users. The utility updates security for Rolling Forecast users in tables that are shared with Axiom Budgeting and Performance Reporting. The utility queries all users into the utility so that the Rolling Forecast administrator can assign access to the Rolling Forecast module for selected users. However, other existing users that are not granted access are also present in the utility, and the [Save] tag may become activated for them as well. When this happens, the system places a blank in the existing filter for Financial, Payroll, and Provider table types for the non-Rolling Forecast users, which overwrites the filter settings for those users.

Resolution: Corrected by changing the formulas and adding logic where needed so that the original table filter settings for non Rolling Forecast users are preserved and not overwritten.

Summary: In the Forecast tab of the RF plan file, errors in the IP Census calculation method formula are causing Growth Rates to become exponential when a user enters a one-time adjustment in the Next Quarter month columns (columns Y or Z).

Resolution: Corrected by rewriting affected formulas to remove the errors.

Summary: RF Deductions Calculator, Payor Codes tab: the order of the payor classes is not the same on the Ddeductions tab as it is on the PayorCodes Tab. This is caused by a sorting issue.

Resolution: Corrected by parsing the number to the correct column on the Deductions tab (used a sheet sort on that column for the Axiom Queries that bring in the payors).

Summary: In the Forecast tab of the RF plan file, when using the Expense calculation method, if the Forecast Method is set to 100% fixed, a variable expense is calculated instead because Column U is not referencing the allocation decision (variable/fixed %), causing non-zero variable values.

Resolution: Corrected the formula in Column U.

Summary: In the Forecast tab of the RF plan file, errors in the IP Census calculation method formula are causing Growth Rates to become exponential when a user enters a one-time adjustment in the Next Quarter month columns (columns Y or Z).

Resolution: Corrected by adjusting the affected calculation formulas to remove the errors.

Summary: A defect in the RF Adjustments - Expense Driver is causing the FS_Detail column to display Physician and Mid-Level salaries inaccurately, and salary rates are not coming into the plan files. It appears that the driver’s Adjustments_Expense tab has the wrong codes in certain columns, displaying R_Salaries_Phy and R_Salaries_Mid instead of R_SalariesPhy and R_SalariesMid. The underscore after the word Salaries needs to be removed.

Resolution: Corrected by updating the Adjustments tab to reference the current RFCode/FSDetail/FSPayor options.

Summary: In the Forecast tab of the RF plan file, when there are negative growth rates in the historical periods, the Annual Average and Last Quarter forecast methods ignore any historical negative growth rates.

Resolution: Corrected by adjusting the affected calculation method formula and removing the use of absolute value.

Summary: On the Forecast tab of the RF Plan File, column U is not referencing the allocation decision (variable/fixed %), causing non-zero variable values when the fixed allocation is 100%.

Resolution: Corrected by adjusting the formula in the reference cell (U216) to correctly reference the allocation decision.

Summary: In RF Drivers, the RFPayor codes that correspond to RFCodes in some Adjustment fields are invalid because the wrong codes are being used.

Resolution: Corrected by updating the Adjustments tabs to reference the current RFCode/FSDetail/FSPayor options. Now if an interfaced value is not a legitimate value from the current RFCode table, it will have a selected checkbox in the delete column.

Summary: In the Salary calculation method, row 16 (the Total Inflation Rate line), the formula in column T is calculating the rate incorrectly.

Resolution: Corrected by changing the scaling factor formula of the calculation method to 1 and then multiplying the dollar values by 1000.

Summary: In the Forecast tab of the RF plan file, the Benefits % of Salaries calculation method has a number of issues that are causing benefits to not calculate in the forecast quarters.

Resolution: Corrected by changing the formulas that referenced the wrong cells and/or were using the wrong divisor.

Summary: On the Provider Volume tab of the RF plan file, there is a Data Filter on the Control_Sheet for Axiom Query 5 that has an incorrect formula, resulting in no records being brought in for the query.

Resolution: Corrected by updating the applicable formula in the Data Filter field of the control sheet for Axiom Query 5.

Summary: In the RF Deductions calculator, errors are causing the following issues:

1. A sorting problem is causing the order of the payor classes on the Deductions tab to be different than they are on the PayorCodes tab.
   
2. The index formula for all of the % areas are off because of the sorting problem.
   

3. Data is not coming in for current quarter months that are forecast periods.

Resolution: Corrected by including the payor number in column E to include in the sort order on the Deductions tab. Fixing the sorting problem also resolved the formula references (issue #2) and the data not being brought in for current quarter months (issue #3).

Summary: When attempting to save changes to a driver after making a change, saving, then making a second change, the user receives an error stating that the system is unable to save the data because the key is not unique.

Resolution: Corrected by changing the Save behavior to check for invalid entries or duplicate entries earlier in the save check process.

Summary: In the RF Driver, when a user moves the driver period from 4 to 12 to test the Ztime series and then saves, the user receives a message about a cell formula error. The cell formula is referencing a quarter that does not exist (13 months into the future).

Resolution: Corrected by updating the formula in cell AU49 to cap the number of future months to 12.