Release notes
You can download a PDF version of the release notes here.
TIP: Looking for release notes for all Axiom products, including current previous versions? Click here.
About the release notes
Syntellis is pleased to announce the 2021.1 release of Axiom Rolling Forecasting. Each product release provides new features, enhancements, and configuration options to meet your needs. Many of these features and enhancements are a direct result of your feedback and suggestions.
The purpose of these release notes is to provide you with the following:
- High-level descriptions of new features
- Information to know before upgrading
- Steps for preparing for and scheduling your upgrade
- List of fixed issues
TIP: Periodically, the release notes are updated when new information is available, including patch release fixes. To view the latest release notes, we encourage you to view them in the Axiom Rolling Forecasting online help. On the help home page, simply click the Release Notes link at the top of the page.
New features in Axiom Rolling Forecasting
See What’s New.
What to know before upgrading
IMPORTANT: You must apply the Axiom 2021.1 upgrade before applying any 2021.1 Axiom product upgrades. Axiom upgrades are backwards compatible so you can upgrade different products at different times, but you must upgrade to the Axiom 2021.1 before the first product upgrade. Refer to the Axiom 2021.1 Release Notes and Axiom Healthcare Suite 2021.1 Release Notes for considerations before upgrading.
When upgrading to the 2021.1 version of Axiom Rolling Forecasting, keep in mind the following:
- This product upgrade contains updated templates, calculation methods, and remediated defects.
- Syntellis delivered reports may be replaced. Any report that you saved under a different name or created new will remain untouched. Replaced reports are available in Document History, if needed.
- Any Syntellis delivered report that was moved to a new location will automatically move back to its original location.
- Syntellis product templates and calculation method libraries will be replaced.
- Product task panes will be replaced.
- Process definitions will not be replaced.
- Driver files will be replaced.
- Security roles and sub-systems will be reset to their configured settings. All user security exceptions you may have made will remain intact.
- Specific items configured as part of your company or organization's implementation such as imports, exports, driver files, and process management files, will remain as is. Any required modifications to these areas are covered in the release notes, if required.
Preparing and scheduling upgrades
Summary of the upgrade process:
- Review product release notes – Review this document to familiarize yourself with the new features and functionality.
- Schedule an installation date – Submit a request to your organization's Axiom Master System User (MSU) to contact support by creating a support ticket to schedule an installation date and time with at least three days of advance notice. The request should include the following information:
- Desired Axiom platform version.
- Desired Axiom for Healthcare product and version.
- Indicate whether to first refresh the Axiom test sandbox with a copy of the production instance of Axiom and apply update(s) to it. If so, provide the soonest that Syntellis can do this.
- Propose an approximate two-hour downtime window when Syntellis can apply update(s) to the production instance of Axiom during regular business hours, Monday through Friday 7 AM to 7 PM Central (except holidays recognized by Syntellis).
- Complete manual configuration updates – After installing the upgrade, review any manual setup steps needed to enable features for this version.
Getting help and training
Syntellis provides world-class resources at your fingertips directly within the Axiom system. Axiom Help provides topics, knowledge base articles, documents, webinar/training announcements, and videos to guide you through managing your system. To access these resources, do any of the following:
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Windows and Excel Clients – From the Main or Admin ribbon tab, click Online Help, and then select the product. Axiom Help opens in a new browser window.
NOTE: The online help will only open for products you are licensed to use.
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Form/Web pages – Form/web-enabled features and products include contextual help directly within the user interface. This information provides a quick summary and/or instructions specifically related to the screen you are using. You can access this information by clicking the question mark in the upper right corner of the screen. To access the full Axiom Help system, click Open Help at the top of the contextual help dialog.
Escalating to Axiom Support
Syntellis Central provides centralized self-service content and resources for the Axiom Rolling Forecasting platform and suite of products. Using Syntellis Central, you can:
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Search help across all Axiom products
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Access tips, tricks, and best practices in our knowledge base
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Find training and certification content including on-demand, video, webinars, labs, and instructor-led courses
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Submit a support issue, find suggested content, and manage any outstanding issues directly with us
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Review open Software Service project status and details
Issues fixed in 2021.1
No client-facing issues were addressed in 2021.1, released on March 15, 2021.
Issues fixed in 2021.1.1
The following table lists the resolutions for issues addressed in 2021.1.1, released on April 12, 2021:
Excel system only
| Issue | Description |
|---|---|
| Consolidated Summary- refresh variables default on open should look to the RF_Forecast table and not RF_driver table [83920] |
Summary: In the Consolidated Summary report, when the refresh variable is opened and the default is used, it could result in an error if the default period was not a valid period in the Forecast table. Resolution: Corrected by updating the formula in the refresh variable so that it correctly references the RF_Config.PrevPeriod as a default selection. |
| PFB-09516 - RF 2.0 Target Variance AQ5 limiting Key Stats [84683] |
Summary: In the Target Variance report, the filter in Axiom Query 5 is pulling key statistics from only certain RFCodes and is also defaulting to using Calendar Days for most RFGroups. Resolution: Corrected by adjusting the Axiom Query 5 data filter to use RFCode.Type IN (‘KeyStat’) instead of static lists. |
| RF2.0 Deductions Calculator - 6 month average Forecast Method referencing incorrect cell [85486] |
Summary: In the Deductions Calculator, when 6 Month Avg is the selected Forecast Method, the calculator references the wrong cell when determining the forecast method. Resolution: Corrected by updating the code used by the calculator so that it correctly determines the forecast method when 6-month average is the selected Forecast Method. |
| RF2.0 Deductions Calculator - Charity & BadDebt rows are not populating with historical values [85516] |
Summary: In the Charity and Bad Debt rows of the Deductions Calculator, when the Data Selection method is set to History, the Charity and Bad Debt rows are not populating with historical values. Resolution: Corrected by updating the Charity and Bad Debt block calculation method formulas so that historical data populates the rows when Data Selection is set to History. |
| PFB-09521 - OTA Cost per Unit Calculation [88148] |
Summary: In the plan file Forecast tab, when a user adds a one-time adjustment in the Volume section, the adjustment is not included in the Current OTA Cost per unit line. The calculation method formula is not including the adjustment when it divides by the key statistic amount. Resolution: Corrected by updating the Expense and Salary calculation method formulas to include the volume OTA when dividing by key statistic. |
| PFB-09523 - Fixed Salary not Dynamic with Fixed FTE OTA Adjustments [88175] |
Summary: Two issues:
Resolution: Corrected the first issue by relabeling the row header to read "Fixed OTA Salary Adjustment." Corrected the second issue by updating the forecast column formulas to include the One Time Adjustment in the calculation. |
The following table lists the resolutions for issues addressed in 2021.1.2, released on May 10, 2021:
Excel system only
| Issue | Description |
|---|---|
| PFB-09522 - FTE OTA Impact on Benefits (Based upon Rate per FTE or % Salaries) [92185] |
Summary: In the Forecast tab of the plan file template, data for One Time Adjustments (OTAs) for FTEs and for Salaries is not being automatically included in the Benefits blocks that are based on either FTEs or Salaries. Additionally, because of the way they are handled, Fixed OTA Salary adjustments and Fixed OTA FTE adjustments are not reflected in salaries totals while Variable adjustments are. Resolution: Corrected by adding calculations to the affected rows so that they find the Salary OTAs from the Salary calculation method. The subsequent calculations reference the Total, including the Salary OTA line. Made a similar change for the FTE OTAs. |
The following table lists the resolutions for issues addressed in 2021.1.3, released on June 21, 2021:
Excel system only
| Issue | Description |
|---|---|
| RF Admins and Analysts are unable to save anything using the deductions calculator [95784] |
Summary: In the Deductions Calculator, users with the RF Admin and RF Analyst roles are unable to save changes made in the calculator despite having read and write access. Permissions to the associated data tables set at the subsystem level are preventing access. Resolution: Corrected by changing the Rolling Forecasting subsystem permissions in the Security Manager utility to allow for full read and write access. |
IMPORTANT: Refer to the Axiom for Healthcare Suite 2021.1 Release Notes for additional known issues that have a suite-wide impact.
