ACCT

Used during the interface process to reverse the signs so values are stored in a positive condition in the database. Select one of the following valid entries:

• dr
• C
• NA

Normally, Revenue and Liabilities are C, and all others are dr.

Used to identify the Financial Statement category. Select one of the following valid entries:

• BS (Balance Sheet)
• CM
• HoursJC (Jobcode Hours)
• Hours
• IS (Income Statement)
• KeyStat
• NA
• NI (New Initiatives)
• Statistic
• VCC (Variance Comments Collection)

NOTE: This is an Axiom standard column and categories cannot be added or edited. The default value is NA.

Used to identify the major Financial Statement category. Select one of the following valid entries:

• Allocation
• Asset
• Bmark (Benchmark)
• Capital
• Comments
• Deduction
• Equity
• Expense
• FTEs
• GenStat
• HoursJC (Job Code Hours)
• Hours
• KeyStat
• Liability
• NA
• NetAsset
• Plan
• Revenue
• Scenario
• Statistic
• Target (Hours codes that are not reported as FTEs should be coded as Statistic.)
• VCC (Variance Comments Collection)

NOTE: This is an Axiom standard column and categories cannot be added or edited. The default value is NA.

Used to identify summary-level Financial Statement categories. For the naming convention, use the first letter of the type category with an underscore and then the category name. For example, R_PatientRev or E_Salaries.

NOTE: This is an Axiom standard column and categories cannot be added or edited. Default value is NA.

Used to identify line-item Financial Statement categories. For the naming convention, use the first letter of the type category with an underscore and then the category name. For example, R_IPRev, R_OPRev. For a list of the available options, see Options for Acct.FSDetail.

NOTE: This is an Axiom standard column and categories cannot be added or edited. The default value is NA.

A variation of FSDetail used if GL accounts have payor categories; used for Budgeting Deductions models. If this is not used, match to FSDetail. Categories can be added or edited. The default value is a blank.

Used to identify line-item Financial Statement categories. For the naming convention, use the first letter of the type category with an underscore and then the category name. For example, R_IPRev, R_OPRev.

NOTE: This is only used if licensed for the Provider Budget Module. The default value is NA.

Used to identify which tab an account should be interfaced to during the budget plan file creation process. Valid entries include the following:

• Stat_Rev – Type this to assign to all statistics, revenue, and deduction accounts that will be budgeted in the budget plan files.

• Expense – Type this to assign to all expense and hours accounts that will be budgeted in the budget plan files.

• NA – Type this to exclude an account from all budget plan files.

Used to identify which category an account should be interfaced to during the budget plan file interface process.

If KHAInt = Stat_Rev, valid entries are:

• IPRev

• OPRev

• OthPtRev

• OtherRev

• Allowance

• BadDebt

• KeyIP

• KeyOP

• KeyOth

• OthStat

If KHAInt = Expense, valid entries are:

• Salaries
• Benefits
• Supplies
• OtherExp
• PaidHours

The default value is NA.

Used to identify default budget methodology for CDM budget plan files (departments that have CDMStdLine in KHACMDimGrp column of DEPT Dimension) during budget plan file creation. It is used similarly to KHAStdLine in Budget Planning workbooks.

Valid entries are:

• Statistical accounts = CDMStatistic
• IP Revenue accounts = CDMIPRevenue
• OP Revenue accounts = CDMOPRevenue

Copy the remaining account assignments from KHAStdLine column.

Used to summarize information from the Stat_Rev and Expense sheets to the Summary sheet within the budget plan files.

NOTE: This is an Axiom standard column and categories cannot be added or edited. The default value is NA.

Identifies the methodology used for projecting the remainder of the current fiscal year. Valid entries are dependent upon values in the KHAStdLine column:

• Input Monthly, Detail, or any of the Fixed Options:

  • Rolling12 – Use historical values from previous year's same months

  • Annual –- Annualize YTD value

  • RemBud – Use remaining budget

  • CapBud – Use Total Budget less YTD actual

  • PctBud – Use percentage of CY Actual over Budget

• Variable – Use Variable

• Labor – Use Labor

• FICA – Use FICA

• Hours – Use Hours

• GlobalExpense – Use GlobalExpense

• Depreciation – Use Depreciation

• IP_Per_Unit – Use IP_Per_Unit

• OP_Per_Unit – Use OP_Per-Unit

• Oth_Per_Unit – Use Oth_Per_Unit

Identifies Budget Statistic accounts used in Budget Statistics Driver. Standard entries are:

• Admits
• PatientDays
• Discharges
• AdjDischarges
• Encounters
• ERVisits
• ClinicVisits

You can also create custom stats to use in the Budget Statistics Driver and identify accounts appropriately. The default value is a blank.

Identifies default budget methodology used in the Provider budget plan files (departments which have PhyStdLine in KHACMDimGrp column of the DEPT dimension table) during budget plan file creation. Refer to Provider Version Only: Calc Methods - Stat_Rev Sheet and Expense Sheet in the Axiom Budgeting and Performance Reporting Administrator's Guide (Budget Plan Files chapter) for valid entries and definitions.

The default value is NA.

Used to identify the methodology used for projecting the remainder of the current fiscal year in the current year forecast utility. This utility is available in Axiom Budgeting and Performance Reporting in the Bud Admin task pane in Financial Reporting > Financial Utilities > Current Year Forecast.

Statistics:

• Key Dept Statistics – See Forecast Methods below, normally use Trend
• Other Dept Statistics – See Forecast Methods below

Revenue:

• IP Revenue – IP_Per_Unit
• OP Revenue – OP_Per_Unit
• Other Patient Revenue – Oth_Per_Unit
• Other Operating Revenue – See Forecast Methods below

Salaries:

• Hours – See Forecast Methods below
• Salaries – Labor

All Other Accounts: See Forecast Methods below

Forecast Methods:

• IP_Per_Unit: YTD IP_Per_Unit * Forecasted Volume
• OP_Per_Unit: YTD OP_Per_Unit * Forecasted Volume
• Oth_Per_unit: YTD Oth_Per_Unit * Forecasted Volume
• Labor: Actual Hourly Rate * Forecast Hours * Budget Rate Change
• RemBud: Remaining Budget from CYB
• Annual: YTD / Calendar Days * Remainng Calendar Days
• Rolling12: YTD Actual / YTD Budget * Remainder of LYA
• PctBud: YTD Actual / YTD Budget * Remainder of CYB
• Variable: Actual Rate per Unit * Forecast Volume
• Trend
• CapBud: Remaining Budget not to exceed the annual budget

You can also add additional CYFMethod columns. Create a new CYFMethod column and use this in conjunction with the CYFDimGrp column in the DEPT dimension if you need to use a different CYP method for different departments.

You can use this option to set or update the calc method for each department. It is intended to be used in conjunction with the New Department Utility which resides at \Axiom\File Groups\Budget-2022\Utilities (from Budget-2022 File Group).

In that utility, you can populate the NYBKHA field of the various actual tables for accounts/paytypes/jobcodes for a new department.

Once those are set up, you can use the NewDeptStdLine column in the ACCT dimension to define what calc methods to use (because there is no real historical data to build from). You can assign NewDeptStdLine to the department in the Dept dimension via the KHACMDimGroup grouping column.

Used to make accounts available for initiatives in the Axiom Budgeting budget workbook.

In the Choose Value dialog for the InitStdLine, there are five validated values to select from. The following table lists the Initiative Standard Lines that we recommend you assign to each account type:

• Statistics accounts to use Detail Line
• Patient Revenue accounts to use Patient Revenue
• Other Revenue accounts to use Detail Line
• Deduction accounts to use Detail Line
• Labor accounts to use Detail Line
• Benefit accounts to use Detail Benefits w Percent
• All other expense accounts to use Detail Line
• Hours accounts to use Hours Line
• For accounts not configured, NA will be the default value

Used by the system to select the sections so that when the user refreshes the plan file, the accounts will insert into the appropriate section of the Initiative block in the Axiom Budgeting budget workbook.

In the Choose Value dialog for the InitType, you can configure up to seventeen possible values. The section types available are noted in the following list. NA is the default value until configured or for any account not configured.

• Benefits
• ContractLabor
• Deduction
• Depreciation
• Drugs
• Hours
• Interest
• IPRev
• NA
• OPRev
• OtherExp
• OtherRev
• ProFees
• PurchSvcs
• Salaries
• Statistic
• Supplies

Used to classify non-labor accounts in Axiom Cost Management according to FSDetail. Valid entries include the following:

• Drugs
• KeyStats
• OtherExp
• PurchSvcs
• Supplies

These classifications are used in reporting and plan creation.