Managing the ACT_HP_20XX data table

Overview

The ACT_HP_20XX table stores the actual data used by the HealthPlan Operations utility to budget for your organization's health and insurance plans across entities and departments. This information is used primarily by the Membership Per Member Per Month (PMPM) driver to calculate actual and budget amounts by period by the number of members in a particular period. The table includes the following information for each plan (INSCODE column):

  • Department (DEPT)
  • Location (LOCATION)
  • Data type (DATATYPE) (includes membership numbers and revenue/expense streams)
  • Values for periods 1-12 (P1-P12)

NOTE: The following columns are reserved for future use at this time: GROUP, ACCT, NYBKHA, SaveCustom, and SaveTagDocID

You can enter the data in this table manually or as part of an import. Your Syntellis Implementation Consultant will help you set up the table for your organization. There is no pre-defined import available to import health plan data at this time, but you can work with your Syntellis Implementation Consultant to create a custom import.

IMPORTANT: Your organization cannot enter any health plan data containing patient identifying information into the system. Please do not send any transmission of data in any form to Syntellis related to this feature containing any patient identifying information.

NOTE: The Health Plan product relies on data identified in this table for refresh variables and blocks of data. Without the data, refresh variable picklist(s) will display blank. You will need to maintain this table as plans, revenue streams, and expense streams are added or changed. If you need to remove a plan, do not delete it from this table. For instructions, see Removing or retiring plans.

About this table

Note the following before configuring this table:

  • This table is only accessible if your organization is licensed for the Axiom Budgeting Health Plan product. Only users assigned the Budget Administrator role profile can access this table.
  • Before configuring this table, you will need to do the following:
    •  Add or edit insurance or health plan products in the INSCODE dimension.
    • Add or edit the health plan budget data types in the DATATYPE dimension.
    • Add or edit department locations in the LOCATION dimension.

    For instructions, see Updating dimensions for health plan budgeting.

Adding or editing plans

To add or edit a plan:

  1. In the Admin ribbon tab, click System Browser.

  2. In the Libraries section, click Table Library > Management Reporting > Actuals > Health Plan.

  3. Double-click the file for the planning year. For example, if you are planning for 2021, double-click ACT_HP_2021.

  4. Add or edit the following columns for each plan:

    Column Description
    INSCODE Double-click to select the plan name.
    DEPT Double-click to select the department.
    LOCATION Double-click to select the department location.
    DATATYPE Double-click to select the data type.
    GROUP Reserved for future use.
    ACCT Reserved for future use.
    P1-P12 Enter the actual or budgeted amount for the period.
    NYBKHA Reserved for future use.
    SaveCustom Reserved for future use.
    SaveTagDocID Reserved for future use.
  5. After making your changes, in the Admin ribbon tab, click Save.