Release notes

Issue: The following changes were made to the 04 Budget Driver as the result of user feedback to address specific issues.

1. Changed row 62, column H on the ControlSheet to "Off". This allows for the Convert Axiom Query results to zero on save so that if an error is encountered on the driver, the user will not lose the data and can still select Save Data Only so that the file content remains.

2. Changed Refresh Forms Run Behavior in row 60 on the Control sheet to "OnManualRefreshAndOpen" for consistency with other drivers. This allows the user to select the budget group(s) upon open.

Resolution: The changes listed above were applied in this release.

Issue: For the Employee calc method on the Empl_List tab, the formula to calculate the monthly dollars compares each of the Merit/Market effective months (going from left to right) to the current month. If the effective month is less than or equal to the current month, then the formula uses the final rate for that category to calculate dollars by subtracting the previous rate to get the increase. The problem is, for example, when Market 2 has an effective month prior to the effective month of Merit. If you have a Merit increase effective in month 6, and a Market 2 increase is effective in month 3, then the formula uses the Final Rate for Market 2 minus the final rate for Market 1 to calculate the rate increase. In this case, since this is the first effective increase for the year, it should instead take the beginning rate plus the increase percent, and use that difference to calculate the rate increase.

Resolution: Corrected by adjusting the formula based on the proposed description above for a supplemental logically determined value to add to the total in columns BA-BL "Dollars" (e.g. if Market Month AND Fiscal Month are less than the Review Month).

Issue: The Charity and BadDebt sections pull in consolidated values - not just those limited by the DEPT.BudgetGroup parameter. This causes the Charity and BadDebt sections to show values that are too high. Also, outpatient for Charity and BadDebt does not display results due to missing formula logic

Resolution: Corrected by doing the following:

• Added a filter component to the GetData() functions in cells BP1169, BQ1169, BP1178, and BQ1178.

• Made the following cell changes:

  • AA1169 - Changed from Charity to CharityIP.

  • AA1170 - Changed from blank to CharityOP.

  • AA1178 - Changed from BadDebt to BadDebtIP.

  • AA1179 - Changed from blank to BadDebtOP.

• Column Y is the ACCT.BPCode associated with the selected account from the DeductionsModel worksheet. This uses a GetData() function. Column Z is the lookup to the relevant Charity and BadDebt columns from the DeductionsModel worksheet.

Issue: On the Productivity graph, a display issue may occur with the content in the Average Hourly Rate not matching the same categories as the Skill Mix graph. This can be caused by results of the individual AQs retrieving values on different rows.

Resolution: Corrected for the consistency required for AQ suppress zero parameter and filtering out JOBCODE.JobClass of NA.

Issue: In the Daily Productivity Trend report, the graph for Volumes and Productive Hours per Unit references the opposite ranges of source data. The Volume line references the Prod Hrs/Unit data range, and the Prod Hrs/Unit line references the Workload data range.

Resolution: Corrected the Productivity & Unit Trend line chart by swapping data references for each line. Adjusted references units to workload data and prod/hrs/unit to prod hrs/unit data.

Issue: This issue occurs in Operational Overview > Patient Revenue, Other Revenue, and Other Expenses tabs. The dashboard tabs open to a default KPI and presents the associated visualizations (i.e. first KPI). If a user selects a KPI multiple times in a row, the KPI is initially selected and the next time is deselected. If a KPI is deselected AND is not the default, the selected KPI redirects to the default KPI. The issue occurs when the same KPI that is not the default is reselected multiple times in a row. As expected, the KPI in the deselected state displays that the KPI is deselected and reverts to the default, but the "Detail" card visualization does not properly display the expected data set for the selected KPI. For example, Dashboard default for Revenue Summary defaults to Inpatient Revenue. Then click to OutPatient Revenue and data values change correctly. However, click back to Inpatient Revenue and data in data grid at right still displays Outpatient content.

Resolution: Corrected by adjusting the overall logic for each applicable tab to handle selected ID 0 and default to the first KPI, selected ID 1.

Issue: When a BudgetGroup is selected from the refresh variable of the report that does not have a Labor Configuration driver exception defined in the driver, the report does not properly lookup the Defaults for the Global Budget group and the Control Sheet is not properly filtered.

Resolution: Corrected by identifying that when a selection of a Budget Group does not apply to an exception in the Labor Configuration driver, the Axiom UDFs do not convert to the Global.

Issue: An error message displays when using Control_Drilling. The logic references incorrect columns for the drill path and filter.

Resolution: Corrected by adjusting the logic on Control_Drilling for report columns AB:AC.

Issue: There are two Coding Distribution charts in this report, both of which reference incorrect data ranges.

Resolution: We identified that the Coding Distribution charts require the percentage Visits data references instead of the Visits counts. Corrected by adjusting to percentage dataset (columns N:S) within the Visit Information calculated section.

Issue: In the Monthly to BiWeekly utility, when selecting BUD for 2021, the accrual matrix uses calendar days for the current year 2020, which includes the leap day in February. On the PP12_to_PP27RAccrual tab in cells G36 and G37, "CY" is hard coded and does not update to "NY" when the budget is selected. When Budget is selected, there is a hard coded reference to "CY" for current year. The days in the NY (Next Year) in the period table needs to be referenced.

Resolution: Corrected by implementing the missing NY logic for the refresh variable BUD selection: If BUD NY data, ACT CY data.

Issue: The summary account data in the Variance Overview reports does not display account for entity exceptions. The system pulls the Entity exception summary accounts into the report based on their FSSummary value, but the 'GetData's do not trigger unless the summary account is also used at the General Threshold Levels. This appears to be occurring in the standalone Variance Overview report as well as on the Variance_Overview tab of the Executive Monthly Package.

Resolution: The following issues were addressed:

• Executive Monthly Package - By design, the ThresholdLevel utility sets exceptions per entity. Corrected the Executive Monthly Package to now identify if a single entity exists from the selected refresh variables.

• Executive Monthly Package and Variance Overview - Both reports require logic to identify that an exception exists for the selected entity for Summary level settings. Corrected by doing the following:

  • Implemented logic to handle entity exceptions

  • Added a single selection entity refresh variable

  • Adjusted the data filter for entity refresh variable selection

  • Revised the instructions tab