Release notes

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 2022.3 release of Axiom Financial Planning. 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 Financial Planning online help. On the help home page, click the Release Notes link at the top of the page.

New features in Axiom Financial Planning

See What's New.

What to know before upgrading

IMPORTANT: You must apply the Axiom 2022.3 upgrade before applying any 2022.3 Axiom product upgrades. Axiom upgrades are backward compatible so you can upgrade different products at different times, but you must upgrade to the Axiom 2022.3 before the first product upgrade. Refer to the Axiom 2022.3 Release Notes and Axiom Healthcare Suite 2022.3 Release Notes for considerations before upgrading.

When upgrading to the 2022.3 version of Axiom Financial Planning, note the following:

  • Along with upgrading to Axiom 2022.3, you must upgrade to Axiom Comparative Analytics 2022.3.
  • This product upgrade contains updated templates, calculation methods, updated drivers, and remediated defects.
  • You can replace Syntellis reports. Any report that you created or saved under a different name remains unchanged. Revised reports are available in Document History.
  • Any Syntellis report that was moved to a new location is automatically moved back to its original location.
  • Syntellis product templates and calculation method libraries are replaced.
  • Product task panes are replaced.
  • Process definitions are not replaced.
  • Driver files are replaced.
  • Security roles and subsystems are reset to their configured settings. Your user security exceptions remain intact.
  • Specific items that are configured as part of your company or organization’s implementation such as imports, exports, driver files, and process management files, remain unchanged. Any required modifications to these areas are covered in the release notes.

  • Shared tables might have their columns reordered or have new columns added to them.

Preparing and scheduling upgrades

Summary of the upgrade process:

  1. Review product release notes – Review this document to become familiar with the new features and functionality.
  2. Schedule an installation date – Submit a request to your organization’s Axiom System Administrator to contact Support by creating a support ticket to schedule an installation date and time with at least five days of advance notice. The request should include the following information:
    • Axiom platform version.
    • Axiom for Healthcare product and version.
    • Whether to first refresh and apply updates to the Axiom test sandbox with a copy of the production instance of Axiom. If so, provide the earliest date that Syntellis can do this.
    • Propose an approximate two-hour downtime window when Syntellis can apply updates to the production instance of Axiom during regular business hours, Monday through Friday 7 AM to 7 PM Central (except holidays recognized by Syntellis).
  3. Complete manual configuration updates – After installing the upgrade, review any manual setup steps to enable features for this version.

Getting help and training

Syntellis provides world-class resources 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:

  • 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 opens only for products you are licensed to use.

  • Contextual help – Form/web-enabled features and products include contextual help directly within the user interface. This information provides a quick summary and instructions specifically related to the page you are using. You can access this information by clicking the question mark in the upper right corner of the page. To access the full Axiom Help system, click Open Help at the top of the contextual help dialog.

Syntellis Central

Syntellis Central provides centralized self-service content and resources for the Axiom Financial Planning platform and suite of products. Using Syntellis Central, you can:

  • Search help across all Axiom products.

  • Access tips, tricks, and best practices in our knowledge base.

  • Find training and certification content including on-demand, video, webinars, labs, and instructor-led courses.

  • Submit a Support issue, find suggested content, and manage any outstanding issues directly with Support.

  • Review open Software Service project status and details.

Issues fixed in 2022.3

The following table lists the resolutions for issues addressed in 2022.3, released on November 7, 2022:

Issue Description
Transfer to FP - If product source(s) changed to RF, Steps #4 and #5 may display different Management Reporting FTE Source [40143]

Summary: In the Transfer to Financial Planning utility, users selected Management Reporting for all data sources in Step 2. In Step 4, users set the Management Reporting FTE Source to “Job Code.” Before proceeding, users returned to Step 2 and changed one of the data sources to Rolling Forecast, which made the Management Reporting FTE Source selection in Step 4 read-only. The selection in Step 4 was still Job Code, but in Step 5, “ACCT” was listed as the FTE source in the configuration summary.

Resolution: Corrected the formula logic in Step 5 to reflect the selection in Step 4.
PFB-09249 - Transfer to FP: Load data to RVUs rather than Visits [57101]

Summary: Users requested to use the Transfer to Financial Planning utility to load statistics to RVUs (Relative Value Units) instead of Visits.

Resolution: Updated various assets so that when users map data to RVUs, the template recognizes the mapping and makes the required switch.

FP Dashboard rating agency selected in the filters is not updating properly [138424]

Summary: In the Financial Planning Dashboard, the rating agency in the related column heading did not change when users selected and applied a different rating agency from the Filters panel. The related tab referred to the wrong cell.

Resolution: Updated the relevant formulas to point to the correct references.
(2022.3) PFB-07322 - Clone node & refresh history

Summary: When users cloned a node, if the “Update Historical Data when opening plan files” setting was set to Yes, historical data did not come into the node.

Resolution: Use the following workaround: historical data populates correctly when the “Update Historical Data when opening plan files” setting is set to No. This issue will be updated in a future release.

Issues fixed in 2022.3.2

The following table lists resolutions for issues addressed in 2022.3.2, released on January 17, 2023.

Issue Description
(2022.3 Patch) FP Node Build from History Job - Acute template - Cell Formula Errors [161315]

Summary: In the Axiom Scheduler, when running the Transfer to Financial Planning utility, table cell formula errors were appearing related to the Acute template in the FP Node Build from History Job.

Resolution: Formulas corrected so job runs without errors.