Configuring threshold parameters to limit Provider data

Use this option to limit the Providers to include in the plan file by defining and configuring Volume and Revenue threshold criteria.

There are two threshold criteria to configure: Volume and Revenue. You define the Volume criteria by selecting a Statistics Datatype in the DATATYPE dimension table. For Revenue, you simply enter the revenue amount the Provider must meet.

The following are the main tasks for setting up the Provider threshold criteria:

  • Identify the Statistic Datatype to use as the Volume driver for the criteria in the DATATYPE dimension table.
  • Select the Statistic Datatype in the Provider Configuration driver.
  • Enter the parameters for the Statistic Datatype and the Revenue amount that the Provider must meet to be included in the plan file. Additionally, populate the Volume threshold (next to the Revenue threshold).

IMPORTANT: If Providers do not meet both criteria, they will not be included in the plan file.

To configure threshold parameters to limit Provider data:

  1. Open the Dimension Maintenance Utility to edit the DATATYPE dimension.

  2. In the KHAInt column, type Driver for any one of the Statistic Datatypes to use to test which Providers to include in the plan file.

    NOTE: You can only identify one Statistic Datatype as a driver.

    In the following example, the user identifies worked RVU (WRVU) as the Statistics Datatype. The client could also have used Research, RVU, Shadow, Visit, or Volume. All of these are identified with Statistic in the KHAInt column.

  3. In the Bud Admin task pane, in the Budget Assumptions section, do one of the following:

    • To open next year's budget drivers, click Access NY Budget Assumptions.

    • To open this year's budget drivers, click Access CY Budget Assumptions.

  4. Double-click Budget Provider Configuration.

  5. In the Provider Driver Statistic Identification section, from the Enter the DATATYPE that houses your Driver Stat drop-down, select the Statistics Datatype you identified as the driver in the DATATYPE dimension table.

    In the following example, the user selects WRVU.

  6. Navigate to the Threshold Options section at the bottom of the sheet, and complete the following options:

    Option Description
    Turn on Threshold Option?

    Use this option to activate the threshold option and related AQs. By default, the option is set to No so that your provider plan files will process as usual.
    Apply Threshold Limits to Current Year Budget?

    Use this option to determine whether to use the values in the current budget (For example, CYB for Bud_Prov_20XX) to evaluate the threshold values.

    You may set this to No in cases where you have no budget in this table, but you have actuals in either/ both of the Act_Prov_20XX tables for prior year and YTD current year.

    In the following example where the criteria is set to Volume of 100 and Revenue of $5,000, the system would exclude providers with zero values in Bud_Prov_20XX because zero is not greater than either of the criteria settings.

    NOTE: By default, this option is set to No so that all of the providers are included in your plan files.
    Apply Threshold Limits to Last Year Actual?

    Use this option to determine whether to use the values in the prior year actual (For example, LYA for Act_Prov_20XX) to evaluate the threshold values.

    You may set this to No in cases where you have no actual prior year data in this table, but you have actuals in either/both of the Act_Prov_20XX for the current year and Bud_Prov_20XX tables.
    Threshold Parameters to limit Provider data

    Do the following:

    1. In the Volume (Driver Stat) cell, type the parameter the Provider must meet based on the driver you selected in step 5.
    2. In the Revenue cell, type the revenue amount the Provider must meet.

    In the following example continued from above, a Provider must have more than 100 WRVUs and must have a revenue of more than $5,000 to be included in the plan file. If the Provider has 100 or less WRVUs or $5,000 or less in revenue, the system excludes the Provider from the plan file.

    NOTE: The Provider must meet both criteria to be included in the plan file. Provider data must be greater than the values to be included.

  7. After making your changes, in the Main ribbon tab, click Save.