Financial Planning change log

This change log provides cumulative updates about enhancements, features, and fixes to Axiom Financial Planning.

NOTE: For the 2024 change log, see 2024 Axiom Financial Planning change log. For links to the change logs and release notes for all Axiom product releases, see Change log library.

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2025 General Availability releases

2025.4 (11/17/2025)

This release includes the following new features, enhancements, and issue fixes.

New features

This release includes the following new features:

Roll Forward Next Year adapter

Use the Roll Forward Next Year adapter to simplify your annual roll forward process to one step for creating a new file group and copying driver values and security.

For more information, see Roll Forward to a New Planning Year .

Transfer Utility is available to more organizations

Organizations no longer need Management Reporting or Roll Forward license to use the transfer utility to transfer data from Actuals and Budget tables.

For more information, see Using the Transfer to Financial Planning utility.

Enhancements

Add RVUs to Scenario Sensitivity Analysis Report

Users can run the Sensitivity Analysis with Relative Value Units (RVUs). When RVUs are adjusted, the scenario calculates them similar to Visits. Additionally the outpatient per physician calculation and the contractual allowances have been updated for better accuracy.

Issues fixed

This release resolved the following issues:

Issue Description
Transfer to FP - Invalid Balance Sheet table may be generated if CYF or ACT/BUD selected for Year 3 [#141289] Issue: An error occurred when a user tried to use the Transfer to Financial Planning utility in a system licensed for Management Reporting , Rolling Forecast, and Financial Planning. The system used the Year 3 table as the Balance Sheet Data table, which resulted in invalid selections when Current Year Forecast or Actuals/Budget was selected for Year 3.

Resolution: If there is no saved Year 3 Management Reporting data table selection, the system defaults the Balance Sheet Data table to Actuals when either Current Year Forecast or Actuals/Budget is selected for Year 3.

Differentiate Integration records from plan files on CorpAllocation driver [#137565] Issue: The Corp Allocation driver is structured on two parts: an Axiom Query 1 (AQ1) that brings all plan files data and another section to manually input allocation values to the plan files. AQ1 treated the regular plan files and integration records as the same data source. After manually entering values in a plan file with an Allocation ID, it appeared on the AQ1, resulting on a duplication.

Resolution: Moved the manual input, so the AQ1 does affect the calculation method.

GA 2025.3 (8/19/25)

This release includes the following enhancements and issue fixes.

Enhancements

This release includes the following enhancements to existing features:

Added RVUs for physician volumes in imports and reporting

You can use Relative Value Units (RVUs) in templates and reports to capture patient volumes. RVUs are now available in selected assets:

  • The FP Data Collection Template can use RVUs as a selectable metric.

  • The Payor Analysis and Payor Analysis Detail reports can include RVUs for reporting.

To use RVUs in the FP Data Collection Template, see Collect and import data from other sources in Help.

System prevents duplication of Allocation IDs

The system now flags and prevents duplicate Allocation IDs on the Node Update Report:

  • Allocation ID must be unique for each dimension node on the Node Update Report.

  • The system prevents saving if duplicates exist.

Issues fixed

This release resolved the following issues:

Issue Description
Missing Other Depreciation and Allocated Other Depreciation calc methods on some plan templates [#110462] Issue: The Other Depreciation and Allocated Other Depreciation calculation methods were not available for selection in the Health Plan or Research templates.

Resolution: Updated the Calc Method Libraries so that these calculation methods are available in the templates.

GA 2025.2 (5/19/25)

This release includes the following enhancements and issue fixes.

Enhancements

This release includes the following enhancements to existing features:

Added RVUs to Physician Templates

Added RVU (Relative Value Unit) option to Physician templates.

Improved Dimension Update utilities

  • Renamed a section of the Code Update report from Patient Revenue to Patient Revenue and Volume.

  • Removed the ENUFF column from the Payor Update report.

Issues fixed

This release resolved the following issues:

Issue Description
Consolidating by Node - Report displays #N/A errors [#116127] Issue: The report displayed #N/A errors due to an outdated 2020 value in the refresh variables logic.

Resolution: Updated refresh variables logic. The default value for the Select Year refresh variable is defined by the FP_NextYear alias.
Outpatient Visits Payor code is static after a rebuild on Entity node [#116017]

Issue: After an entity node was rebuilt, the payor code remained static due to missing tags and formulas.

Resolution: The Plan CML file was updated to add missing tags and formulas to ensure the payor code remains dynamic.

CorpAllocation driver - Manual entries will come in as duplicates after plan files are saved [#65007]

Issue: The system duplicated manual entries in the Corporate Allocation driver after plan files were saved and reopened.

Resolution: Updated logic to hide rows when no data is returned to prevent duplication. Adjusted formulas and references to ensure accurate display and avoid zero-sum errors.

GA 2025.1 (2/18/25)

This release includes the following enhancements and issue fixes.

Enhancements

This release includes the following enhancement to existing features:

Added a My Utilities folder to the Admin task pane

If populated, the My Utilities folder appears in the Admin task pane.

Improved the Financial Planning Security Update utility

Added the ability for admins to disable filter inputs on a conditional basis.

Added RVUs to reports

Added RVU (Relative Value Unit) metrics to the following reports:

  • Model Assumptions

  • Consolidating by Model-Enterprise

  • Consolidating by Node

  • Payor Analysis

  • Payor Analysis-Change

  • 2 Scenario Comparison

  • 3 Scenario Comparison

  • Multi Scenario Review

  • Scenario Review

  • Scenario Variance Comparison

Added custom columns to the NODE table

Three custom group columns were added to the NODE table.

Added AllowClientExtension property to NODE and MODEL tables

Updated the AllowClientExtension property to the NODE and MODEL tables, which allows users to add custom columns.

Issues fixed

This release resolved the following issues:

Issue Description
Consolidating by Model-Enterprise - No years available for selection in Financial Planning Year dropdown. [#112040]

Summary: The Financial Planning Year dropdown did not display selections.

Resolution: The formula was corrected to display the correct year options in the Financial Planning Year dropdown.
Case Number 01649595 - Financial Planning: Financial Statements duplicating Net Gov't Revenue. [#111228]

Summary: The Net Gov't Revenue line item was duplicated in the Financial Statements report.

Resolution: The Net Gov't Revenue line item is no longer duplicated.
Some 2026+ FP file group tables created with 2025 data populated; description not client-facing. [#112676]

Summary: When creating the 2026 file group, some tables were populated with 2025 data.

Resolution: Updated the prototype file group to ensure data from the previous year is not included.