Configure Revenue Accounts to be Summed

Use this section of the 20 Global Sum driver to define which Stat_Rev accounts should be combined into a single calculation base for percentage-based budgeting. Accounts assigned to the same Account Summary Group are added together before any adjustment factors are applied.

These Account Summary Groups are referenced later in the Accounts to use GlobalSum Methodology section.

The Global Sum driver supports the following revenue- and statistic-based methodologies:

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

IMPORTANT: Do not modify system-defined rows or delete any columns without consulting Strata support. These elements are required for the Global Sum driver to function correctly.

Rules

  • Account summary groups can be text or numeric.

  • Accounts with the same Account Summary Group are added together before any percentage is applied.

  • Do not use the value Unused for active summary groups. This value is reserved and may cause unintended summation. to avoid inadvertent summations.

  • More specific exceptions override more general ones (Department > Budget Group > Global).

Insert exceptions

In the Revenue Accounts to be Summed section, use exceptions in this section to override the global (default) Account Summary Group assignments for specific budget groups or departments.

Overrides are evaluated hierarchically. Department-level exceptions override budget group rules, which override global account rules. The most specific rule is always used.

  1. Double click Double Click to Insert New [Global Acct/Budget Group Acct/Dept Acct] Exceptions.

  2. Enter the number of rows to add and click OK.

  3. Enter the account number into the new row(s).

    NOTE: You can copy and paste account numbers.

  4. To save, right-click the 20 Budget GlobalSum tab and select Save > Save Data Only.

This table describes the fields and settings in the Revenue Accounts to be Summed section.

Section Field Description
Global Only Global Acct Identifies the Stat_Rev account whose values will be included in a summary group for all departments and budget groups unless overridden.
  AcctSumGroup1-4 Assigns the account to one or more summary groups. Accounts with the same summary group value are added together to form the calculation base.
Budget Group/Account Exceptions Budget Group Identifies the budget group where the global summary group assignment should be overridden.
  Acct Identifies the Stat_Rev account whose summary group assignment differs for the selected budget group.
  AcctSumGroup1-4 Overrides the summary group assignment for the account within the specified budget group only.
Department / Account Exceptions Dept

Identifies the department where the summary group assignment should be overridden.

  Acct Identifies the Stat_Rev account whose summary group assignment differs for the selected department.
  AcctSumGroup1-4 Overrides the summary group assignment for the account within the specified department only.

Global Sum configuration includes the following tasks: