Financial Classes dimension

The Financial Class dimension is a reference table used to group insurance plans into financial classes for the primary insurance claim. Codes and descriptions will generally match the your organization's source systems and data standards. This dimension is shared with other Axiom Healthcare solutions.

TIP: You can manage your dimension tables by downloading them in spreadsheet form so that you can make larger changes more easily. You can then upload the spreadsheet with the changes back into the system. For more information, see Editing a dimension using a spreadsheet.

Accessing the Financial Classes dimension

From the Enterprise Decision Support home page, in the Data Control section, click Data Management > Encounter Dimensions > Financial Classes.

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Filtering records

To filter records:

  1. Click the funnel icon in the upper left corner of the page.

  2. In the Filter box, you can narrow down the records to display by selecting or creating a filter using the Filter Wizard. To access the Filter Wizard, click Edit. If you are familiar with writing filter statements, you can type the statement syntax directly in the Filter box.
  3. Click Apply.

Adding or editing a financial class

Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.

To add or edit financial classes:

  1. In the table, do any of the following:

    • To add a financial class, click Add Row. The new row displays at the bottom of the table. Enter information in each column. After you save, the table will display the new row in order by the FinClass column.

      IMPORTANT: If you add a new record that already exists in the table, the system will overwrite the original column values with your new entries when you save your changes. We recommend that you review your entries before saving any changes.

    • To edit a financial class, click in the cell(s) to make your changes.

      NOTE: Columns that are grayed out cannot be edited.

    • To undo your changes, click the left arrow icon .
    • To redo your changes, click the right arrow icon .
  2. When you finish making changes, click Save.

Deleting an financial class

Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.

To delete a financial class:

  1. In the table, select the row to highlight it, and then click Delete Row.

  2. At the Continue? prompt, click OK.
  3. When you finish making changes, click Save.

Column descriptions

This section provides descriptions for each column in the Financial Classes dimension table:

NOTE: The table may display some columns that are related to other Syntellis products or have been created specifically for your organization. Contact your Syntellis Implementation Consultant or Syntellis Support if you need help with these columns.

Keys

Every table in the database must have at least one key column. Key columns define unique records of data in the table. If a table has one key column, then each value in that key column must be unique and defines a unique record in the table. If a table has multiple key columns, then each combination of values in those key columns defines a unique record in the table.

FinClass - The financial class code. This must be an alpha code so that an F is prefixed during the import process.

The system will not allow you to save the table if an entry includes one or more of the following:

  • More than the maximum allowed characters
  • Contains one of these characters: \\ / < > : ? | * ' \"
  • Begins with + - =.

Description - The description for the code.

TIP: To help make reports more readable, we recommend that you do not use all capital letters in the description content.