Configure statistics in budget groups

Budget groups are driven by DEPT dimension settings. The Budget Statistics driver includes Patient Days, Nursery Days, other IP and OP department statistics, and Statistics generated from Supplemental drivers—43 Budget Statistics Supplement, 44 Budget Service Line Supplement. The supplemental drivers can be used to drive monthly increases and decreases for other departmental statistics.

The system populates historical information. You can adjust the current year projected remaining volumes and the next year budget by percentages or amounts.

TIP: Budget groups display in alphabetic order. Departments display in numerical order. Each budget group block is expandable or collapsible by clicking the caret icon >.

Add a new department

When you add a new department, the system validates DEPT and ACCT entries against dimensions in the BudgetYYYY_statistic table. This means you do not have to worry about manually entering an invalid department. The system automatically validates the entries.

TIP: Accounts with the GlobalStatistic setting—in the ACCT dimension StdLines—populate the various driver sections. An alert notification appears in a driver section, such as Patient Days, when the GlobalStatistic calculation method is not assigned in the ACCT dimension.

  1. Double click Double Click to Insert New Dept for [account].

  2. Select a calculation method when adding a new account. The following options depend on which section you are updating.

    • Add Input Monthly Row: Used to budget custom spread volumes.

    • Add Patient Day Row: Provides six methods to determine the spread of volumes.

    • Add Detail Row: Provides six monthly spread options for budgeting.

  3. Double click + Select DEPT and choose a department.

  4. Adjust the current year projected remaining volumes (column AK) and next year budget by adding a percentage (column AO) or amount (column AP).

  5. Right click the [BUD23] 03 Budget Statistics tab header and select Save Data Only.

Supplemental drivers

The Statistics Supplement sections are auto-populated from entries made to the 43 Statistics Supplement and 44 Service Line Supplement drivers. Instructions for configuring these drivers are found within the drivers (in the application).

IMPORTANT: Supplemental statistics must be deleted prior to deleting a budget group block. If not, the budget group will persist.

Budget Statistics driver columns

Category Description
Dimension DEPT and ACCT numbers from the respective dimension tables.
Statistic

A measurable unit of activity used to quantify hospital operations—such as admissions, patient days, worked days, or discharges.

Key statistic: primary volume driver

Non-key statistic: supporting operational measures
Description Statistic description.
Spread Tag
  • Facility Statistics section only.

    • Default Calc: Select to use pre-determined formulas to calculate projected volumes for the rest of the year. Also compares actual projected to current year budget and assumes the same run rate for the next year.

    • Previous Input: Select to manually adjust the volume instead of default calculations.
    FY [year] Actual
  • Actual volume from two fiscal years ago.
    		•
    FY [year] Actual Actual volume from one fiscal year ago.
    FY [year] Budget Current year budget.
    FY [year/month] YTD Actual Current year/month YTD actual volume.
    FY [year/month-month] Projected Current year projected volume for the remaining months.
    FY [year] Projected Current year projected volume.
    Actual Percentage of Total Percentage change from previous year.
    Change

    The difference between the actual projected budget and the current year in percent format.

    Project next years budget by a percentage change.

    Annual Input

    The difference between the actual projected budget and the current year in dollar amount.

    Project next years budget by manually entering an annual amount.
    Budget Percent of Total Budget percent of total.
    FY [year] Budget The budget total for the next year.
    Bud-Proj Amt The difference between the budgeted amount and the projected amount. (Calculated as Budget - Projection)
    Variance % The percentage difference between two values.
    Comments Add notes for the department line item.
    Spread Method

    Select a methodology to spread the statistics.

    • Even: spread evenly by month

    • Rolling12: spread based on the trends in the actual 12-month history. For example, holiday or summer months might be higher or lower.

    • RemBudget: Remaining budget. Use to populate the remaining months.

    • CalDays: spread by calendar days

    • WorkDays: spread by worked days

    • Manual: Associated with the Input Monthly calc method which allows you to manually adjust the spread by month. A warning flag appears if the entered days do not match the total budget column.
    Monthly budget columns Current fiscal year monthly budget statistics.

    Budget Statistics configuration includes the following tasks: