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 2022.3 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, 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 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 Rolling Forecasting, note the following:

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 and scheduling upgrades

Summary of the upgrade process:

Review product release notes – Review this document to become familiar with the new features and functionality.
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).
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 Rolling Forecasting 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:

Calculators

Issue	Description
(2022.3) Summary tab data in Deductions Model not querying back after save [145932]	Summary: In the Deductions Model calculator, when users completed and saved their models, the Summary tab cleared the previous data but did not reset with the newly saved data, so the Summary sheet was blank. Resolution: Changed the Control Sheet settings for the Summary tab so that the report saves the new data.
(2022.3 GA) RF Deductions Model: Driver rate changes are not being retrieved due to incorrect period referencing in the Data Lookup [156264]	Summary: In the Deductions Model calculator, the patient revenue rate increase from the driver table was always zero, which was not correct. The Data Lookup filter on the Variables tab referenced the wrong cells to determine which RFPeriod to use. Resolution: Added an RFPeriod data lookup sequence to the Variables tab, and then changed the reference to the correct cell.
(2022.3) RF Deductions Model - Inconsistent auto-seed logic for Forecast periods based on inputs from earlier periods [157828]	Summary: In the Deductions Model calculator, when users added or changed values for earlier forecast periods in rows that had multiple input fields, missing logic in some of the calculations in the Medicare block caused incorrect amounts in subsequent Forecast periods. Resolution: Updated the calculation formulas in the Medicare block so that changes to inputs in previous forecast periods calculate amounts correctly for later forecast periods.

Issue

Description

(2022.3) Summary tab data in Deductions Model not querying back after save [145932]

Summary: In the Deductions Model calculator, when users completed and saved their models, the Summary tab cleared the previous data but did not reset with the newly saved data, so the Summary sheet was blank.

Resolution: Changed the Control Sheet settings for the Summary tab so that the report saves the new data.

(2022.3 GA) RF Deductions Model: Driver rate changes are not being retrieved due to incorrect period referencing in the Data Lookup [156264]

Summary: In the Deductions Model calculator, the patient revenue rate increase from the driver table was always zero, which was not correct. The Data Lookup filter on the Variables tab referenced the wrong cells to determine which RFPeriod to use.

Resolution: Added an RFPeriod data lookup sequence to the Variables tab, and then changed the reference to the correct cell.

(2022.3) RF Deductions Model - Inconsistent auto-seed logic for Forecast periods based on inputs from earlier periods [157828]

Summary: In the Deductions Model calculator, when users added or changed values for earlier forecast periods in rows that had multiple input fields, missing logic in some of the calculations in the Medicare block caused incorrect amounts in subsequent Forecast periods.

Resolution: Updated the calculation formulas in the Medicare block so that changes to inputs in previous forecast periods calculate amounts correctly for later forecast periods.

Drivers

Issue	Description
RF Drivers - Drivers formatting differences for initial periods of New RF Code Exception cm [145633]	Summary: In the Drivers tab of the Drivers utility, when users added a new RFCode Exception in Driver Forecast Assumptions, and then entered Growth Adjustment values for multiple periods, the field formatting was inconsistent. Resolution: Updated the formatting for the Growth Adjustment input cells so that they are consistent across all columns.
(2022.3) Case Number 00473136 - RF Drivers not updating current quarter forecast months [147022]	Summary: In the Drivers tab of the Drivers utility, users could not enter a percentage amount for an adjustment because input cells were incorrectly referenced. Resolution: Updated the cell formulas to include the correct cell references.
(2022.3) Adjustments driver - #N/A error thrown for inserted global records [152816]	Summary: In the Adjustments tab of the Drivers utility, when users inserted a global record on an Adjustment tab sub-tab and then saved, the inserted record was not displayed when the form was refreshed. When users tried to edit other data in the driver, they received an error message. Resolution: Identified and adjusted an incorrect reference in the affected dynamic calculation (calc) method.

Issue

Description

RF Drivers - Drivers formatting differences for initial periods of New RF Code Exception cm [145633]

Summary: In the Drivers tab of the Drivers utility, when users added a new RFCode Exception in Driver Forecast Assumptions, and then entered Growth Adjustment values for multiple periods, the field formatting was inconsistent.

Resolution: Updated the formatting for the Growth Adjustment input cells so that they are consistent across all columns.

(2022.3) Case Number 00473136 - RF Drivers not updating current quarter forecast months [147022]

Summary: In the Drivers tab of the Drivers utility, users could not enter a percentage amount for an adjustment because input cells were incorrectly referenced.

Resolution: Updated the cell formulas to include the correct cell references.

(2022.3) Adjustments driver - #N/A error thrown for inserted global records [152816]

Summary: In the Adjustments tab of the Drivers utility, when users inserted a global record on an Adjustment tab sub-tab and then saved, the inserted record was not displayed when the form was refreshed. When users tried to edit other data in the driver, they received an error message.

Resolution: Identified and adjusted an incorrect reference in the affected dynamic calculation (calc) method.

Plan files – Forecast

Issue	Description
(2022.3) Case Number 00474083 - RF_GlobalData new column needed [147685]	Summary: In the plan file Forecast sheet, users created an All Payors group with a system-assigned payor code that was not zero. However, Global Data used a payor code of zero. When users tried to import historical data with a payor code that was different from zero, and the historical data was tied to Global Data using the Global Data calculation method, the forecasted data did not interact with the imported historical data. Resolution: Hard-coded payor zero in the Global Data calculation method formula. Any global data now works with the global data code, regardless of payor. Saving to the non-zero payor line works as intended.
(2022.3) Case Number 00480393 - Per Unit Volume Calc Method - Statistics section: inconsistency in second forecasted qtr calculation [153366]	Summary: In the plan file Forecast worksheet, the forecasted quarters for Patient Days per Calendar day in the Statistics section did not calculate the three-month average consistently in all quarters, which resulted in different amounts. The same three-month average should be used for all quarters. Resolution: Updated the calculation formula to reference the correct cells and variables so that the formula remains correct as it transitions through the Current Quarter periods.

Issue

Description

(2022.3) Case Number 00474083 - RF_GlobalData new column needed [147685]

Summary: In the plan file Forecast sheet, users created an All Payors group with a system-assigned payor code that was not zero. However, Global Data used a payor code of zero. When users tried to import historical data with a payor code that was different from zero, and the historical data was tied to Global Data using the Global Data calculation method, the forecasted data did not interact with the imported historical data.

Resolution: Hard-coded payor zero in the Global Data calculation method formula. Any global data now works with the global data code, regardless of payor. Saving to the non-zero payor line works as intended.

(2022.3) Case Number 00480393 - Per Unit Volume Calc Method - Statistics section: inconsistency in second forecasted qtr calculation [153366]

Summary: In the plan file Forecast worksheet, the forecasted quarters for Patient Days per Calendar day in the Statistics section did not calculate the three-month average consistently in all quarters, which resulted in different amounts. The same three-month average should be used for all quarters.

Resolution: Updated the calculation formula to reference the correct cells and variables so that the formula remains correct as it transitions through the Current Quarter periods.

Plan files – Initiatives

Issue	Description
Actuals entered in Initiatives tab should not show up as Actuals in Summary tab [143449]	Summary: In the Initiatives section of the plan file Summary tab, actuals data from initiatives was included in the totals. Initiatives data is user-defined, so no data was pulled from any real historical periods. Any data in the actuals columns was not true historical data and therefore caused inaccuracies. Resolution: Updated the code so that results for actual periods in the Summary tab are zeroed out in the results for actuals columns and are not displayed in any totals. Actual periods on the Initiatives tab are also not displayed.

Issue

Description

Actuals entered in Initiatives tab should not show up as Actuals in Summary tab [143449]

Summary: In the Initiatives section of the plan file Summary tab, actuals data from initiatives was included in the totals. Initiatives data is user-defined, so no data was pulled from any real historical periods. Any data in the actuals columns was not true historical data and therefore caused inaccuracies.

Resolution: Updated the code so that results for actual periods in the Summary tab are zeroed out in the results for actuals columns and are not displayed in any totals. Actual periods on the Initiatives tab are also not displayed.

Reporting

Issue	Description
[T3] Case Number 00468015 - Report filter/data grid issue - Month End Variance [141700]	Summary: When users tried to drill down to details in the Month End Variance report, they received error messages because the report passed the users’ security filters with the drill filter. Resolution: Adjusted the code so that the report does not pass user security filters with drill filters.
RF Task Panes - Reporting section - sort order differences [145629]	Summary: The lists of reports in the Reporting sections of the RF User and RF Admin task panes were not alphabetized, so the two lists did not match. Resolution: Changed the order of reports listed in both task panes so that they are displayed in alphabetical order.
RF - Actual vs Forecast Comparison Report AQ2 Error [157065]	Summary: In the Actual Compared to Prior Forecast report, when users selected a summation level that was different from the RFGroup filter, they received an error message. Resolution: Updated the code reference in the Axiom Query 2.

Issue

Description

[T3] Case Number 00468015 - Report filter/data grid issue - Month End Variance [141700]

Summary: When users tried to drill down to details in the Month End Variance report, they received error messages because the report passed the users’ security filters with the drill filter.

Resolution: Adjusted the code so that the report does not pass user security filters with drill filters.

RF Task Panes - Reporting section - sort order differences [145629]

Summary: The lists of reports in the Reporting sections of the RF User and RF Admin task panes were not alphabetized, so the two lists did not match.

Resolution: Changed the order of reports listed in both task panes so that they are displayed in alphabetical order.

RF - Actual vs Forecast Comparison Report AQ2 Error [157065]

Summary: In the Actual Compared to Prior Forecast report, when users selected a summation level that was different from the RFGroup filter, they received an error message.

Resolution: Updated the code reference in the Axiom Query 2.

There are no manual setup or configuration steps required for this release.

IMPORTANT: Refer to the Axiom for Healthcare Suite Release Notes for additional known issues that have a suite-wide impact.