Budget Global Sum

Overview

This driver allows you to calculate the value of an account on the Stat_Rev or Expense sheet based on the value of one or more other accounts on the Stat_Rev sheet.

Use this sheet for any department and account combination to budget as a percentage of the total of specific accounts on the Stat_Rev sheet.

To reference this sheet, enter GlobalSum as the budget method in the ACCT dimension table (KHAStdLine).

You can add additional rows by copying the formulas from the ones already set up.

IMPORTANT: Do not change the codes on Row1 or delete a column without consulting with Syntellis first.

Settings

Open the driver, and complete the following sections in the GlobalSum sheet:

Revenue Accounts to be Summed section

Use this section to list the accounts on the Stat_Rev sheet to sum together.

Accounts to sum together and have the same adjustment factor applied should have the same Account Summary Group.

Summary groups can be text or numeric. Do not use the word Unused to avoid inadvertent summations.

The only methodologies that can be summed are the following:

• Allowance
• BadDebt
• CDMIPRevenue
• CDMOPRevenue
• IP_Payor
• IP_Per_Unit
• OP_Payor
• OP_Per_Unit
• Oth_Payor
• Oth_Per_Unit
• ProviderRev

You can add additional rows by copying the formulas from the ones already set up.

IMPORTANT: Do not change the codes on Row1 or delete a column without consulting with Syntellis first.

Displayed fields and settings in the Revenue Accounts to be Summed section include:

Option	Description
Budget Group	Acct – Add or modify the account number. AcctSumGroup1-4 – There are four account summary groups available. Add or modify these values.
Dept\Acct Exceptions	Dept – Add or modify the department. Acct – Add or modify the account number. AcctSumGroup1-4 – There are four account summary groups available. Enter or modify these values.
Acct Exceptions	Acct – Add or modify the account number. AcctSumGroup1-4 – There are four account summary groups available. Enter or modify these values.

Accounts to use GlobalSum Methodology section

Fields and settings in the Accounts to use GlobalSum Methodology section include:

Option	Description
Dept\Acct Exceptions	Dept – Add or modify the department. Acct – Add or modify the account number. Summary Group Column – From the drop-down, select one of the following: AcctSumGroup1 AcctSumGroup2 AcctSumGroup2 AcctSumGroup4 Adjustment Factor Summary Group 1 Adjustment Factor Summary Group 1 Summary Group 1 Summary Group 2
Acct Exceptions	Acct – Add or modify the account number. Summary Group Column – From the drop-down, select one of the following AcctSumGroup1 AcctSumGroup2 AcctSumGroup3 AcctSumGroup4 Adjustment Factor Summary Group 1 Adjustment Factor Summary Group 2 Summary Group 1 Summary Group 2