Release notes

TIP: Looking for release notes for all Axiom products, including current and previous versions? Click here.

NOTE: Download a PDF version of the release notes here.

New features in 2022.3

See What's new.

About the Release Notes

Syntellis is pleased to announce the 2022.3 release of Axiom Budgeting and Performance Reporting. 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 Budgeting and Performance Reporting online help. On the help home page, click the Release Notes link at the top of the page.

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 Budgeting and Performance Reporting, note the following:

  • Along with upgrading to Axiom 2022.3, you must upgrade to Axiom Comparative Analytics 2022.3.
  • This product upgrade may contain updated templates, calculation methods, 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 for 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 Budgeting and Performance Reporting 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 non reporting issues addressed in 2022.3, released on February 14, 2022:

Drivers, templates, calc methods, and other non-reporting features

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

Budgeting: templates, plan files, and reports

Issue Description Description
PFB-08285 - Urgent - Depreciation Calc Method does not update [41086]

Summary: In plan files, when users inserted a new row for Depreciation, inserted a Fixed calculation (calc) method, and then changed the calc method to Depreciation, the values from the Depreciation driver did not appear after users refreshed the plan file.

Resolution: Added a table dependency to the Depreciation driver Axiom Query (AQ) so that the driver runs. To view the calculated depreciation, users must either close and reopen the plan file or reprocess the plan file.
PFB-08491 - When adding a jobcode block, the jobcode description field in the first row of the block is not picking up the default glacct/hracct for the jobcode [43667]

Summary: In the plan file Jobcode tab, when users manually inserted a jobcode block, the jobcode description field in the first row of the block did not pick up the default glacct/hracct for the jobcode.

Resolution: Added a related column value calc method variable below the Select Job Code variable. The added calc method variable retrieves the jobcode.hracct and jobcode.glacct values and places them in the Jobcode worksheet.
PFB-08681 - Budget Key Statistics: Cell J6 is .YTD and should be .TOT so cell J3 resolves to CYB_TOT (BUD2019.TOT) [48332]

Summary: In the Budget Key Statistics by Department Report, cell J6 was set to YTD (Year to Date) instead of TOT (Total), which caused the column to return the year-to-date results instead of the total.

Resolution: Changed the cell to the correct code, TOT.
PFB-09483 - Incorrect reference in volume formulas row 45 on Employee tab [82207]

Summary: In the plan file Employee tab, the labor statistic was not picked up correctly because of an incorrect cell reference.

Resolution: Updated the cell formula to reference the correct cell.
Salaries Do Not Match - not picking up PayrollGLMapping configuration when present [94332]

Summary: In the budget reconciliation report Salaries Do Not Match, salary and hours data came through inconsistently.

Resolution: Updated the affected AQs so that the report data is populated correctly and consistently.
[T3] Case Number 00454070 - Plan Files - Budget method on stat_rev resolving to incorrect value [130903]

Summary: When users created a new plan file, and then added a statistic in the Budget Statistics driver, the budget method in the plan file Stat_Rev sheet was New Per Total OP/ER/Clinic Visits instead of Global Assumptions.

Resolution: Updated the affected cell formulas to reference the correct term, Global, instead of New Global.
BP - Defect 58838 PFB-09210 - Initiatives Volumes not included in BUD_PAY12 [132163]

Summary: Approved Budget initiative volumes were not saving to BUD_PAY12_20XX table. Users had to pull these in a report and then manually add them to the table if needed to calculate the Budget WHPUOS.

Resolution: Updated the table and related calculation methods so that approved budget initiative volumes save to the same JInitiative row where hours, revenues, and expenses are currently saved in the BUD_PAY12_20XX Table.
Bud Jobcode tab- displaying dev hidden columns in default view [136040]

Summary: On the plan file Jobcode tab, two columns used by developers were visible to users.

Resolution: Updated the code for the columns so that they are not displayed to users.
Budget Template: Expense worksheet AQ7, AQ12, and AQ13 need to be made KHABgtCode/KHABgtMap compliant [139112]

Summary: On the plan file Expense tab, AQ7, AQ12, and AQ13 were not KHABgtCode compliant, possibly causing duplicate entries and save failures.

Resolution: Updated the Sum By fields to be KHABgtCode compliant in the affected AQs.
[T3] Case Number 00465725 - Question on Base Rate in the Employee List in Plan File [140915]

Summary: In plan files, users had multiple job codes per EmpID per dept, with differing rates of pay. However, the pay rate defaulted to the maximum pay rate for that EmpID and was not specific to the job code.

Resolution: Updated the AQ2 field definition to include the AxAggregate(Max) base rate, and disabled AQ3.
[T3] Case Number 00469301 - Duplicate of Dept Other Pay on Full Process [142823]

Summary: On the plan file Jobcode tab, a paytype was duplicated when users processed the plan file using the full process. Using the full process was required to populate the column forward and to map the paytype account to the General Ledger (GL) account and flow to the Expense tab. Prior to using the full process, users changed a calc method.

Resolution: Updated the formulas in the Calc Method Library for the three DEPT calc methods so that they create the key that the AQ11 requires.
Case Number 00472085 - Setting up the Budget Deductions Utility [147054]

Summary: In the Budget Deductions utility, if the filter and default filter were the same, the Sum By on the control sheet for AQ2 was ignored and discharges were not pulled into the utility.

Resolution: Updated the formulas in AQs 2 through 8 to remove duplicate fields.
Case Number 00475052 - Employee tab, employee records are hidden [148394]

Summary: On the plan file Employee tab, names for current employees did not always appear. The expand/collapse lookup on the tab needed advanced logic for the key.

Resolution: On the Employee, Jobcode, and Staffing Labor tabs, updated the lookup logic to include DEPT.KHABgtMap.
Case Number 00475837 - Add New Encounter ProviderDetail FINCLASS Calc Method [148508]

Summary: On the plan file ProviderDetail tab, the DEPT was not mapped for the last provider on the tab when users used the Add New Encounter ProviderDetail FINCLASS calc method.

Resolution: Corrected the calc method formula to reference the correct cell.
Case Number 00478648 - CDM Calc Method- % does not flow to Outpatient Line of CM [151572]

Summary: In plan files, percentage adjustments were not updated from the global setting because of an incorrect reference in the check formulas.

Resolution: Updated the check formulas to use the correct reference and corrected other referencing issues where applicable.

Performance Reporting

Issue Description Description
PFB-08537 - Exec Monthly Package Refresh Year does not work [46544]

Summary: In the Executive Monthly Package report, when users selected the year prior to the current system year from the Refresh Variables, headers in the report were not updated. Instead, they displayed the current year.

Resolution: Updated the report formulas so that users can select the prior year.
PFB-08712 - Account Analysis: Variance percentage divides by actuals instead of budget. [48339]

Summary: In the Account Analysis report, the variance percentage divided by actuals instead of the budget value.

Resolution: Corrected the variance percentage formula to divide by the budget value instead of actuals in the Current Period and Year to Date columns.
PFB-09021 - Labor Summary by Dept Does NOT use DEPT.RptMap [51975]

Summary: In the Labor Summary by Department report for users that used DEPT.RPTMAP, when Statistics were from one department and hours were from another, FTE (Full Time Employee) data did not appear in the report.

Resolution: Changed the Sum By field to DEPT.RPTMAP for AQ1 through AQ4 to make the report RPTMAP compliant.

PFB-09099 - ClientAcctCategoryMap.

ClientStmtCategory – Extend to 200 characters [54746]

Summary: In the ClientAcctCategoryMap table, the ClientStmnCategory column was expanded to 200 characters by consultants after initial installation but was reduced to 50 characters when users upgraded the product.

Resolution: Set the maximum string length for the ClientAcctCategoryMap table ClientStmtCategory column to 200 characters.
[T3] Case Number 00452351 - Bi-Weekly Payroll Analysis (Biweekly Single Department Dashboard) is not producing the current average hourly rate for some job classes within certain departments [130902]

Summary: The Productivity - Bi-Weekly SingleDept Payroll Analysis dashboard did not produce the current average hourly rate for some job classes within certain departments. For example, there was no current average hourly rate for NR, but there were hours and dollars associated with the job class. Identified output dependencies for JobClass and noted that if outputs differ for the related AQs or field definitions are different, issues occur.

Resolution: Adjusted the code so that lookup references are correct.

Issues fixed in 2022.3.1

The following table lists the resolutions for issues addressed in 2022.3.1, released December 5, 2022:

Budgeting: templates, plan files, and reports

No client-facing issues for Budgeting were addressed in 2022.3.1

Performance Reporting

Issue Description Description
(2022.3 Patch) [T3] Case Number 00452351 - Bi-Weekly Payroll Analysis (Biweekly Single Department Dashboard) is not producing the current average hourly rate for some job classes within certain departments [154485]

Summary: The Productivity - Bi-Weekly SingleDept Payroll Analysis dashboard did not produce the current average hourly rate for some job classes within certain departments. For example, there was no current average hourly rate for NR, but there were hours and dollars associated with the job class. Identified output dependencies for JobClass and noted that if outputs differ for the related AQs or field definitions are different, issues occur.

Resolution: Adjusted the code so that lookup references are correct.

Issues fixed in 2022.3.3

The following table lists the resolutions for issues addressed in 2022.3.3, released February 7, 2023:

Budgeting

Issue Description Description
(2022.3 Patch 3) Case Number 00492156 - Budget Workbook, Jan-June Expense is not Correct [164390]

Summary: When building their operating budget plan files, users noticed that in the Jan-June projected expenses, $0 was populating for a Dept.Acct. The related formula was referencing the wrong cell on the Variable tab. Additionally, on the Expense tab, a field change caused an error to be returned instead of data.

Resolution: Removed the incorrect variable from the lookup field reference formula on the Variables tab and updated the Add New Calc Method formulas on the Expense tab.

Performance Reporting

No client-facing issues for Performance Reporting were addressed in 2022.3.3.