Configure Revenue Accounts to be Summed

Use this section of the 20 Global Sum driver to define which Stat_Rev accounts are combined into a single calculation base.

Assign accounts to an Account Summary Group to include them in the same total. Accounts with the same summary group are added together before any adjustment factors are applied.

These Account Summary Groups are used in the Accounts to use GlobalSum Methodology section to calculate target accounts.

This section 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 columns. These are required for the Global Sum driver to function correctly.

    Rules

    • Summary groups can be text or numeric.

    • Accounts in the same summary group are added together before any percentage is applied.

    • Do not use Unused for active summary groups. This value is reserved and may cause unintended summation

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

    Insert exceptions

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

    Exceptions follow a hierarchy: department-level overrides budget group, and budget group overrides global. The most specific rule is always used.

    Insert a global account exception

    1. Double click Double Click to Insert New Global Account Exception.

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

    3. Double click + Select Acct.

    4. Choose an account and click OK.

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

    Insert a budget group/account exception

    1. Double click Double Click to Insert New Budget Group/Account Exception.

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

    3. Double click + Select Budget Group.

    4. Choose an account from the list and click OK.

    5. Double click + Select Acct.

    6. Choose an account and click OK.

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

    Insert a new Dept/Acct exception

    1. Double click Double Click to Insert New Dept/Acct Exception.

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

    3. Double click + Select Dept.

    4. Choose an account and click OK.

    5. Double click + Select Acct.

    6. Choose an account from the list and click OK.

    7. 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.

    NOTE: The Global Only section defines the default summary group for each account. This default applies to all departments and budget groups unless an exception is defined.

    Section Field Description
    Global Only Global Acct Identifies the Stat_Rev account included in the summary group for all departments and budget groups unless overridden.
      AcctSumGroup1-4 Assigns the account to one or more summary groups. Accounts in the same summary group are added together to form the calculation base.
    Budget Group/Account Exceptions Budget Group Identifies the budget group where the global summary group assignment is overridden.
      Acct Identifies the Stat_Rev account that uses a different summary group for the selected budget group.
      AcctSumGroup1-4 Assigns the summary group for the account within the selected budget group.
    Department / Account Exceptions Dept

    Identifies the department where the default summary group is overridden.

      Acct Identifies the Stat_Rev account that uses a different summary group for the selected department.
      AcctSumGroup1-4 Assigns the summary group for the account within the selected department.

    20 Global Sum driver configuration includes the following tasks: