ACCT

Used during the interface process to reverse the signs so values are stored in a positive condition in the database. Select one of the following valid entries:

• dr
• C
• NA

Typically, Revenue, and Liabilities are C, and all others are dr.

Identifies the Financial Statement category. Select one of the following valid entries:

• BS (Balance Sheet)
• CM
• HoursJC (Jobcode Hours)
• Hours
• IS (Income Statement)
• KeyStat
• NA
• NI (New Initiatives)
• Statistic
• VCC (Variance Comments Collection)

NOTE: This is a standard Axiom column and categories cannot be added or edited. The default value is NA.

Identifies the major Financial Statement category. Select one of the following valid entries:

• Allocation
• Asset
• Bmark (Benchmark)
• Capital
• Comments
• Deduction
• Equity
• Expense
• FTEs
• GenStat
• HoursJC (Job Code Hours)
• Hours
• KeyStat
• Liability
• NA
• NetAsset
• Plan
• Revenue
• Scenario
• Statistic
• Target (Hours codes that are not reported as FTEs should be coded as Statistic.)
• VCC (Variance Comments Collection)

NOTE: This is a standard Axiom column and categories cannot be added or edited. The default value is NA.

Identifies summary-level Financial Statement categories. For the naming convention, use the first letter of the category with an underscore, followed by the category name (for example, R_PatientRev or E_Salaries).

NOTE: This is a standard Axiom column and categories cannot be added or edited. The default value is NA.

Identifies line-item Financial Statement categories. For the naming convention, use the first letter of the category with an underscore, followed by the category name (for example, R_IPRev, R_OPRev). For a list of the available options, see Options for Acct.FSDetail.

NOTE: This is a standard Axiom column and categories cannot be added or edited. The default value is NA.

A variation of FSDetail is used if GL accounts have payor categories. Used for Budgeting Deductions models. If this column is not used, match to FSDetail. Categories can be added or edited. The default value is blank.

Identifies to which tab an account should be interfaced during the budget plan file creation process. Valid entries include the following:

• Stat_Rev – Type this to assign to all statistics, revenue, and deduction accounts that are budgeted in the budget plan files.

• Expense – Type this to assign to all expense and hours accounts that are budgeted in the budget plan files.

• NA – Type this to exclude an account from all budget plan files.

Identifies default budget methodology used in budget plan files during budget plan file creation. Refer to calc methods for Stat_Rev sheet and Expense sheet in the Axiom Budgeting and Performance Reporting Administrator's Guide (Budget Plan Files chapter) for valid entries and definitions.

The default value is NA.

NOTE: If you change the calculation method for an existing plan file, you must update the Bud table by deleting the calculation method stored in the BudSpread and BudCM columns and then recreate and process the plan file. A tooltip appears above the column header to remind you to perform these steps.

Identifies to which category an account should be interfaced during the budget plan file interface process.

If KHAInt = Stat_Rev, valid entries are:

• IPRev

• OPRev

• OthPtRev

• OtherRev

• Allowance

• BadDebt

• KeyIP

• KeyOP

• KeyOth

• OthStat

If KHAInt = Expense, valid entries are:

• Salaries
• Benefits
• Supplies
• OtherExp
• PaidHours

The default value is NA.

Identifies the default budget methodology for CDM budget plan files (departments with CDMStdLine in KHACMDimGrp column of DEPT Dimension) during budget plan file creation. It is used similarly to KHAStdLine in Budget Planning workbooks.

Valid entries are:

• Statistical accounts = CDMStatistic
• IP Revenue accounts = CDMIPRevenue
• OP Revenue accounts = CDMOPRevenue

Copy the remaining account assignments from KHAStdLine column.

Summarizes information from the Stat_Rev and Expense sheets to the Summary sheet within the budget plan files.

NOTE: This is a standard Axiom column and categories cannot be added or edited. The default value is NA.

Identifies the methodology used for projecting the remainder of the current fiscal year. Valid entries are dependent upon values in the KHAStdLine column:

• Input Monthly, Detail, or any of the Fixed Options:

  • Rolling12 – Use historical values from previous year's same months

  • Annual –- Annualize YTD value

  • RemBud – Use remaining budget

  • CapBud – Use Total Budget less YTD actual

  • PctBud – Use percentage of CY Actual over Budget

• Variable – Use Variable

• Labor – Use Labor

• FICA – Use FICA

• Hours – Use Hours

• GlobalExpense – Use GlobalExpense

• Depreciation – Use Depreciation

• IP_Per_Unit – Use IP_Per_Unit

• OP_Per_Unit – Use OP_Per-Unit

• Oth_Per_Unit – Use Oth_Per_Unit

Identifies Budget Statistic accounts used in Budget Statistics Driver. Standard entries are:

• Admits
• PatientDays
• Discharges
• AdjDischarges
• Encounters
• ERVisits
• ClinicVisits

You can also create custom stats to use in the Budget Statistics Driver and identify accounts appropriately. The default value is a blank.

Identifies default budget methodology used in the Provider budget plan files (departments that have PhyStdLine in KHACMDimGrp column of the DEPT dimension table) during budget plan file creation.

The default value is NA.

NOTE: If you change the calculation method for an existing plan file, you must update the Bud table by deleting the calculation method stored in the BudSpread and BudCM columns, and then recreate and process the plan file. A tooltip appears above the column header to remind you to perform these steps.

Identifies the methodology for projecting the remainder of the current fiscal year in the current year forecast utility. This utility is available in Axiom Budgeting and Performance Reporting in the Bud Admin task pane in Financial Reporting > Financial Utilities > Current Year Forecast.

Statistics:

• Key Dept Statistics – See Forecast Methods, normally use Trend
• Other Dept Statistics – See Forecast Methods

Revenue:

• IP Revenue – IP_Per_Unit
• OP Revenue – OP_Per_Unit
• Other Patient Revenue – Oth_Per_Unit
• Other Operating Revenue – See Forecast Methods

Salaries:

• Hours – See Forecast Methods below
• Salaries – Labor

All Other Accounts: See Forecast Methods

Forecast Methods:

• IP_Per_Unit: YTD IP_Per_Unit * Forecasted Volume
• OP_Per_Unit: YTD OP_Per_Unit * Forecasted Volume
• Oth_Per_unit: YTD Oth_Per_Unit * Forecasted Volume
• Labor: Actual Hourly Rate * Forecast Hours * Budget Rate Change
• RemBud: Remaining Budget from CYB
• Annual: YTD / Calendar Days * Remaining Calendar Days
• Rolling12: YTD Actual / YTD Budget * Remainder of LYA
• PctBud: YTD Actual / YTD Budget * Remainder of CYB
• Variable: Actual Rate per Unit * Forecast Volume
• Trend
• CapBud: Remaining Budget not to exceed the annual budget

You can also add additional CYFMethod columns. Create a new CYFMethod column and use it with the CYFDimGrp column in the DEPT dimension if you need to use a different CYP method for different departments.

Set up or update the calc method for each department and use it in conjunction with the New Department Utility, which resides at \Axiom\File Groups\Budget-2022\Utilities (from Budget-2022 File Group). In that utility, you can populate the NYBKHA field of the various actual tables for accounts/paytypes/jobcodes for a new department.

After those tables are set up, use the NewDeptStdLine column in the ACCT dimension to define which calculation methods to use (because there is no historical data from which to build). You can assign NewDeptStdLine to the department in the Dept dimension using the KHACMDimGroup grouping column.

Make accounts available for initiatives in the Axiom Budgeting budget workbook.

In the Choose Value dialog for the InitStdLine, select from five validated values. The following list includes the Initiative Standard Lines that are recommended to assign to each account type:

• Statistics accounts to use Detail Line
• Patient Revenue accounts to use Patient Revenue
• Other Revenue accounts to use Detail Line
• Deduction accounts to use Detail Line
• Labor accounts to use Detail Line
• Benefit accounts to use Detail Benefits w Percent
• All other expense accounts to use Detail Line
• Hours accounts to use Hours Line
• For accounts not configured, NA is the default value

Used by the system to select sections so that when users refresh the plan file, the accounts are inserted into the applicable section of the Initiative block in the Axiom Budgeting budget workbook.

In the Choose Value dialog for the InitType, you can configure up to 17 possible values that appear in the following list. NA is the default value until configured or for any account that is not configured.

• Benefits
• ContractLabor
• Deduction
• Depreciation
• Drugs
• Hours
• Interest
• IPRev
• NA
• OPRev
• OtherExp
• OtherRev
• ProFees
• PurchSvcs
• Salaries
• Statistic
• Supplies

Classifies non-labor accounts in Axiom Cost Management according to FSDetail. Valid entries include:

• Drugs
• KeyStats
• OtherExp
• PurchSvcs
• Supplies

These classifications are used in reporting and plan creation.