Budget Provider Configuration

Overview

Use this driver to set the default parameters for the Provider components of the Budget workbook.

Budget Provider Config driver

Settings

Open the driver, and complete the following settings:

Option Description
Provider

  1. In the Select Dimension for GL Account for stat/charges cells, from the drop-down, select the dimension to assign.

  2. In the Show Finl Class / Location Detail On ProviderTab? cell, do one of the following:
    • To display the Financial Class allocations sections in the Provider tab, from the drop-down, select Yes.
    • To hide the sections to make the Budget workbook easier to read for the manager or director, from the drop-down, select No.
  3. In the FinClass/Location Label cell, select the label to display in the workbook.
Provider Driver Statistic Identification

  1. To assign the primary statistic driver in the Providers tab, in the Enter the DATATYPE that houses your Driver Stat drop-down, select Encounter, Visit, WRVU, or RVU.

    NOTE: This option is used as the Volume criteria used to limit the Providers included in the plan file. To specify the Volume Providers must meet to be included in a plan file, see the Threshold Parameters to limit Provider data section. For more information, see Configuring threshold parameters to limit Provider data.

  2. If you select WVRU or RVU in the previous cell, you can still budget for Encounter or Visit in the Enter the DATATYPE that houses your other non-driver to budget cell by doing following from the drop-down:

    • To budget for Encounter, select Encounter
    • To budget for Visit, select Visit.
    • To hide the additional rows of the Provider block where Encounter or Visit would display, select None.
Provider Payment/Allowance Identification

To compute Percent of Net or Percent of Collections Provider compensation, in the Enter the DATATYPE that houses your payments or cell, select one of the following:

  • Allowance
  • Payment
  • Hide
Provider Charge Spread

In the Select Default Charge Spread Statistic cell, select one of the following from the drop-down:

  • Procedure
  • WRVU
  • RVU
Option Provider Column Display For each cell in this section, do the following:
  • To hide the specified column in the Provider worksheet, type Hide.
  • To show the specified column, type Show.
Default Seasonality Index Used as the default for seasonality for Providers without a full 12-month history. For each cell in this row, the total of the 12 monthly values must sum to 12.
Default FTE if no on ProviderComp tab

This is used on the Provider tab as the default FTE for each Provider block when there is no Provider block found on the ProviderCompensation tab in the Budget workbooks.

Do on e of the following:

  • Type 0 (zero).
  • Type 1.
Monthly FTE Spread for Providers For each month, type the spread amount to use as the default for the FTE divisor factors used in FTE calculations on the ProviderComp tab.
New Provider Financial Class Defaults
  1. In the FINCLASS cell, do the following:
    • To assign the default Financial Classes to use in the Add New Provider 85 Lines Calc Method in the Provider worksheet, type the FINCLASS.
    • If you do not need a row and want to hide it in the worksheet, type NotUsed.
  2. In the %Allocation cell, type the default payor mix.

NOTE: This feature is limited to five default FinClass assignments. You cannot add additional rows to insert in global assumptions, but you can insert them into the calc method in the Budget workbook.
Option Description

Encounters

WRVU/RVU

Procedure Volumes

In the assignment cells for Encounters, WRVU/RVU, Procedure Volumes , do the following:

  • To assign the default CPT category to use in the Add New Provider 85 Lines Calc Method in the Provider worksheet, type the CPT code.
  • If you do not need a row and want to hide it in the worksheet, type NotUsed.
FTE Provider CPT Account Leave the default as Z_FTE to save the Provider FTE value from the Provider worksheet to the Provider database for reporting purposes.
Provider Comp - Contract Labor

Do the following:

  • In the cells in this area, type the JobCodes, PayTypes, and Default Rate to assign to use for Contract Providers on the ProviderComp worksheet.
  • If you do not need to use all three categories, type NotUsed.
Option Description
Compensation Starting with Show Compensation Calculations On Provider Comp? through CompAlt3Tier - Include & Compute Method?, select whether to include (Yes) or exclude (No) the calc method.
Default Additional Compensation Pay Type Select the Default Additional Compensation pay type.
Compensation Adjustment Budget from Projected Enter the Compensation Adjustment Budget from Projected.
Red Flag Parameters

Do the following:

  1. In the Percent Increase Threshold cell, type the percentage.
  2. In the Percent Decrease Threshold cell, type the percentage.
  3. In the Dollar Threshold (+/-) cell, type the amount.
Threshold Parameters to limit Provider data

This option checks to see if the Driver Stat Volume and Gross Charges meet a certain level before including a provider when creating a plan file. These checks can occur for CYA, CYB, and LYA (Provider_20XX tables).

For both the Volume and Revenue threshold criteria, type the threshold parameters that Providers must exceed to be included in the plan file. For example, if the Volume threshold is 3 WRVUs and the Revenue is $10,000, the Providers must exceed these thresholds to be included in the plan file.

NOTE: The Provider must meet both criteria to be included in the plan file. If no records exist for Driver Stat Volume (i.e., WRVU) or Gross Charges but a secondary stat record exists (i.e., Visits), the system will build a provider block.