Worksheet

Horizon Performance Manager

Worksheet Guide

Release 11.0September 2007

Copyright noticeCopyright © 2007 McKesson Corporation and/or one of its subsidiaries. All Rights Reserved.

Use of this documentation and related software is governed by a license agreement. This documentation and related software contain confidential, proprietary and trade secret information of McKesson Information Solutions and are protected under United States and international copyright and other intellectual property laws. Use, disclosure, reproduction, modification, distribution, or storage in a retrieval system in any form or by any means is prohibited without the prior express written permission of McKesson Information Solutions. This documentation and related software are subject to change without notice.

Publication dateSeptember 2007

Product and versionHorizon Performance Manager Release 11.0

Reader commentsAny comments or suggestions regarding this publication are welcomed and should be forwarded to the attention of:

McKesson Information SolutionsDocumentation Department380 Russell StreetHadley, MA 01035

TrademarksHorizon Performance Manager is a trademark of McKesson Information Solutions LLC.

Microsoft® and Windows™ are trademarks or registered trademarks of Microsoft Corporation.

CPT codes, descriptions, and material only are copyright 2002 American Medical Association (AMA). All Rights Reserved. No fee schedules, basic units, relative values or related listings are included in CPT. AMA does not directly or indirectly practice medicine or dispense medical services. AMA assumes no liability for data contained or not contained herein. CPT is a trademark of the American Medical Association.

All other product and company names may be trademarks or registered trademarks of their respective companies.

September 2007Worksheet Guide

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Table of Contents

Chapter 1 - Introduction to Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Planning the Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Worksheet Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Libraries and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Data Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6

Using Custom Objects in Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7Worksheet Data Selection and Qualification . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Brief Overview of Worksheet Data Selection and Qualification . . . . . . . . 1-11Editing Data Selection Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15Select Expression to Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16Using Encounter Date Variables in Qualifications . . . . . . . . . . . . . . . 1-17

Datasets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19Definition of a Dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19Data Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19Dataset References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20

Summary Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21De-Identifying Worksheet Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-22

Identifying Data to Mask. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23

Chapter 2 - Worksheet Definition Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Selecting or Creating a Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Defining Rows and Drill Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Defining Drill Levels for Distributed Budgeting Worksheets . . . . . . . . . . . 2-5Distributed Worksheet Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Brief Overview of Defining Rows and Drill Levels . . . . . . . . . . . . . . . . . . 2-6Defining an Entire Drill Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Using Periodic Drills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Using Month as a Drill Level Definition. . . . . . . . . . . . . . . . . . . . . . . . 2-11Using Month and Fiscal Year as a Drill Level Definition. . . . . . . . . . . 2-14Using Period as a Drill Level Definition . . . . . . . . . . . . . . . . . . . . . . . 2-17Using Period and Fiscal Year as a Drill Level Definition . . . . . . . . . . 2-20

Defining a Single Row . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21Data Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-22Formula Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23Text Constant as a Row Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23Numeric Constant as a Row Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23Single Row Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24

Defining Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26Data Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28

Brief Overview of Defining a Data Column . . . . . . . . . . . . . . . . . . . . . 2-28Qualifying a Data Column. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-31

Formula Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32

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Using Date and Time Fields in Formula Columns . . . . . . . . . . . . . . . 2-33Periodic Formula Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-41Text Constant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-42Numeric Constant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-42Date Constant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-43Using Full-Time Equivalent (FTE) Calculations in Column Definitions. . . 2-44Column Formatting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-45

Worksheet Definition Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-47Print/Display Formatting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-47Edit Worksheet Header and Footer Options . . . . . . . . . . . . . . . . . . . . . . 2-48Row Label Width . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-48

Other Worksheet Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-49Data References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-49Qualify Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-49Limit Cross Encounter Event Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-50Check for Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-50Check for Add Rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-50Check for Horizon Business Insight Highlight Export . . . . . . . . . . . . . . . . 2-50

Save the Worksheet Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-51

Chapter 3 - Grouping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Create a Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Components of the Grouping Window . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Chapter 4 - Sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Chapter 5 - Building a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Chapter 6 - Using Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Worksheet Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Worksheet Button Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Worksheet Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Worksheet Edit Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Worksheet Options Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5Worksheet Data Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

Modify Data in a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8Modify a Cell. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9Periodic Spread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Save the Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Commit the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14

Printing Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15Print Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16Page Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17Defining Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18Printer Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19Print Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20


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Print Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23Print Using Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24

Worksheet Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25Write a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26Read a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26Delete a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26

Chapter 7 - Exporting Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Chapter 8 - Job Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1Job Viewer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

Job Viewer Filter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Chapter 9 - Batch Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1Create a Batch Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2Job Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Chapter 10 - Sharing & Distributing Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1Share . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Difference Between Sharing Worksheets and Worksheet Definitions . . 10-2Using Shared Worksheets and Definitions from the Public Library . . . . 10-3Overview of Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4

Distribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5Worksheet Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5Distribution List Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7Associations Among Distributed Worksheets. . . . . . . . . . . . . . . . . . . . . 10-8Submit a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8Consolidate a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9Distributed Worksheet Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10

Appendix A - Worksheet Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1TRENDSTAR Conversion - Detailed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2

Admission/Discharge Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2CPT4 Code Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2Day of Stay Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3Demographic Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3Department Utilization Detail Category . . . . . . . . . . . . . . . . . . . . . . . . . . A-4Department Utilization Summary Category . . . . . . . . . . . . . . . . . . . . . . . A-4Encounter Costs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5Financial Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5ICD-9 Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5ICD-9 Diagnosis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5ICD-9 Procedure Detail Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6Newborn Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6Physician Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7Reimbursement Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7Reimbursement- Encounter Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8Surgical Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8

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TRENDSTAR Conversion - Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9Admitting Physician Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9Age Distribution Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9Department Workload Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9Departmental Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9Discharge Status Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10DRG Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10Encounters by Month Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10Financial Class Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10Length of Stay Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10MDC Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10Other Encounter Practitioner Summary . . . . . . . . . . . . . . . . . . . . . . . . . . A-11Patient Sex Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11Patient Type Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11Payor Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11Physician of Record Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12Zip Code Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12Referring Physician Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12Specialty Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12

CarePath Designer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-13Departments List for CarePath Designer . . . . . . . . . . . . . . . . . . . . . . . . . A-13Service Item Cost List for CarePath Designer . . . . . . . . . . . . . . . . . . . . . A-13

Cost Manager Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-141.00 Departments for Cost Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-142.00 All Service Items for Cost Manager . . . . . . . . . . . . . . . . . . . . . . . . . A-142.01 Service Item Price and Volume for Cost Manager . . . . . . . . . . . . . . A-143.00 Wage Rates for Cost Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-15

Payroll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16FTE Periodic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16Last Period Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17Periodic Salary Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17Raise by Benefit Pool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17Raise by Hire Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17

Samples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-18Age Analysis - By Physician by Payor . . . . . . . . . . . . . . . . . . . . . . . . . . . A-18Case Profit Report - By Specialty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-18Comparison of Program Impact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-19LOS and Charge by MDC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-19LOS and Charge by Specialty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-20MDC Demographics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-20Outlier Analysis by DRG. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21Payment Variance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21Profit & Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21Revenue Summary by Physician . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21

Samples - Homecare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-22Case Revenue Report by Admit Diagnosis . . . . . . . . . . . . . . . . . . . . . . . A-22Case Revenue Report by Principal Discharge Diagnosis . . . . . . . . . . . . A-22

Person/Practitioner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-23


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Persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-23Practitioners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-24

Cost Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-25Remap Audit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-25Component Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-25GL Audit Overhead Expenses Allocated . . . . . . . . . . . . . . . . . . . . . . . . . A-26GL Audit Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-26GL Audit Overhead Ratios in Patient Care Areas . . . . . . . . . . . . . . . . . . A-26GL Audit Step Down. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-27Service Item Audit Price - Volume - Standards . . . . . . . . . . . . . . . . . . . . A-27Service Item Allocation Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-28Encounter Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-28SI Allocation Audit Studied vs Unstudied . . . . . . . . . . . . . . . . . . . . . . . . . A-29Encounter Contribution Margin Analysis . . . . . . . . . . . . . . . . . . . . . . . . . A-29

Oracle. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30Common: Account Status Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30Common: Acuity Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30Common: Employer Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30Common: Nursing Intervention Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30Common: Operating Room Code. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31Common: Religion Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31Cost: Detailed Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31Cost: High-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31Financial: High-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31Encounter: Detailed Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31Encounter: High-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32Encounter: Mid-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32Payroll: High-Level Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32Payroll: Benefit Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32Payroll: Grade Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33Payroll: Job Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33Payroll: Labor Union Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33Payroll: Position Type Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33Payroll: Shift Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33Payroll: Step Code Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33

Cross Encounter Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-34Readmission Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-34Readmission Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-35Cross Encounter Event Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-35Days Since Previous Admission. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-36Readmission by DRG. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-36

Appendix B - Data Available to be Masked . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1Encounter Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2Payroll Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-18Practitioner Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-19Person Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-20

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Chapter 1 - Introduction to Worksheet

Overview

The worksheet is one of Horizon Performance Manager's most comprehensive tools. It is a spreadsheet that can be used for analyzing, modifying, modeling, and distributing data; it also serves as a report writer. Shown below is an overview of the process for creating a worksheet.

Worksheets are created from worksheet definitions. When you create or modify a definition, you are defining the features of the worksheet, including row and column contents, headers, footers, format characters, decimal precision, print/display formats and so on.

As part of your worksheet definition, you may create and use groups or you may narrow down or qualify the data you have selected as contents for your rows and columns.

Once you have created your worksheet definition, you will need to build the worksheet. Building is the process of generating a worksheet by applying the definition to selected data. You will choose your data from among those datasets or samples available to you.

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Chapter 1 - Introduction to Worksheet Overview

There are two types of worksheets: model and read-only. If you build a model worksheet, you will be able to edit the data in it. If you build a read-only worksheet, you will not be able to change any data. Thus a model worksheet is an analysis tool, whereas a read-only worksheet is primarily a reporting and data distribution tool.

After building a worksheet, you can view the results and save the worksheet. If it is a model worksheet, you can modify the data within it, and save it without changing the data in the dataset. In that case, you have created a model that can be used for analysis. Such a model can be modified as many times as you want, without affecting current data. Worksheets can also be distributed to others for input and modification. Use the Commit function to incorporate changed worksheet data back to the dataset.

Shown below is an example of a completed worksheet.


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Chapter 1 - Introduction to Worksheet Planning the Worksheet

Planning the Worksheet

Before creating a worksheet, it is best to plan the goals and expectations for your worksheet. There are several items to think about before you begin.

What level of detail - Do not ask for more detail than you need. The more data that is in a report the longer it will take the report to build; it will also make the worksheet more difficult to navigate.

Model Worksheet-If you need to modify data in worksheet, you will want to build a model worksheet. If you do not intend to modify the data, you should not build the worksheet as a model but as a read-only worksheet. Note that worksheets containing clinical data cannot be built as models.

Distributed Budgeting Worksheet - If you intend to use your worksheet for distributed budgeting, there are steps you must keep in mind as you define and generate your worksheet. First, your worksheet definition must include only the required drill levels in the correct order (See “Defining Drill Levels for Distributed Budgeting Worksheets” on page 2-5.). Next, when defining your worksheet columns you must decided whether or not to enable the option to Allow Editing of Existing Rows and Allow Editing of New Rows. (See page 2-46) Finally, you must build a model worksheet and decide whether or not to enable the options to Add new Account rows and Add new Job Code rows. (See page 5-3).

Exporting to ds.Pathfinder or Horizon Business Insight Report - Determine the type of report you want in ds.Pathfinder or Horizon Business Insight. Is the report going to have burst levels? Bursting creates a separate worksheet from every row in the top drill level. The resulting ds.Pathfinder report will retain all drill levels beneath the top row. Define your worksheet accordingly.

Encounter Viewer - Encounter Viewer displays patient-level data from your database. It can only be opened from the Data menu, when you are in an encounter drill level in a worksheet. If you are drilling into patient data you will need a patient-level sort.

Any cross data issues - If G/L and encounter data do not match, asterisks will appear in the invalid column.

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Chapter 1 - Introduction to Worksheet Worksheet Limits

Worksheet Limits

Worksheet Limits: When planning a worksheet, be aware of the following worksheet limits. You can have:

• 8 drill levels

• 256 columns. As periods increase, the Worksheet Periodic Columns option considers each period as a column counted against the limit e.g., 5 periodic columns of 52 periods would be too many at 260 columns

• 52 periods for periodic data

• 200 datasets (A dataset is counted toward the limit every time it is referenced in the worksheet; a dataset may be referenced by the overall worksheet, by a sample or group used in the worksheet or by a worksheet column)

• 20 data elements per column for formula rows

• 1000 single rows including all row levels

• Approximately 3 columns of service item numeric values with 3 million service items each for an encounter row

• Approximately 1 column of service item numeric values with 100 million service items for encounter rows with service items

• Approximately 150 columns of encounter data for 100 million encounters

• Approximately 1,000 list or range elements in a grouping rule (To increase flexibility, we have avoided individual limits whenever possible in favor of overall size limits.)


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Chapter 1 - Introduction to Worksheet Libraries and Folders

Libraries and Folders

From the Horizon Performance Manager main window, click Reporting & Presentation/Worksheet Manager to open the window shown below. Use the Worksheet Manager window to create a new worksheet or access an existing one.

Libraries and folders organize and store worksheets and worksheet definitions. Note that as libraries and folders are selected from the left and center panes of the Worksheet Manager window, a list of the worksheets and definitions within them are displayed in the Worksheets and Definitions pane.

The following icons indicate the worksheet or definition type:

The Public library and the In Box are system-defined; all users will have them on their accounts. The Public library is available for all users, while other libraries are reserved for those who created them. The In Box is a library that contains any worksheets that have been distributed to you.

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Chapter 1 - Introduction to Worksheet Data Categories

Data Categories

When choosing data for a worksheet, whether it is for row definition, column definition, data selection and qualification, or when building the worksheet, you will see a list of categories along the left side of the window. These categories determine the nature of the data types you will be choosing. It is essential to understand that some of these categories can be used with other categories in a worksheet and some can only be used by themselves.

The data in these categories can be used together in any combination in a single worksheet:

• Financial/GL

• Payroll

• Encounter

The data in these categories can be used only with other data types from the same category in a single worksheet:

• Practitioner

• Person

For example, if you use Practitioner data in a worksheet, all data rows, columns, qualifiers, and values must taken from the Practitioner category as well. The same holds true for the Person category.

Rows and Columns categories are for use in defining row and column formulas, respectively.

The Custom Objects category will only be active if it has been defined for your data. Custom objects can be used with the Encounter category. (See the following section for more information on using custom objects in Worksheet.)

The Comparative category is not yet available for use.


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Chapter 1 - Introduction to Worksheet Using Custom Objects in Worksheet

Using Custom Objects in Worksheet

Custom objects are standalone tables that contain records with user-defined fields that provide data that is not part of the standard Horizon Performance Manager data model. Custom objects allow you to incorporate data into Horizon Performance Manager from other vendors, your own HIS system or in-house data repositories. Once the data has been integrated into Horizon Performance Manager, it can be used in your worksheets for reporting, review and decision support analysis.

Before you can use custom objects in Worksheet, the following actions must be completed.

• Custom objects must have been defined, built and populated with data during the Horizon Performance Manager data integration process. For more information, on creating and integrating custom objects, refer to the Horizon Performance Manager Data Integration Guide.

• Your Security Administrator must have provided you access to Custom Objects via the Data Access window in Horizon Performance Manager's Security option.

Once these actions have been completed, the Custom Object category button will be enabled in the Worksheet Definition Editor and you can select it when you create a worksheet definition. When you select the Custom Objects category, the custom object tables available for use in your worksheet definition will appear in the box to the right.

Note the following information related to using Custom Objects for Worksheet reporting.

• Custom objects may only be used with datasets that include encounter data. A custom object may have been defined so that the resulting table includes zero or more key fields that are linked to one of the available encounter data fields in Horizon Performance Manager.

A complete list of Horizon Performance Manager encounter data fields available for linking can be found in the Horizon Performance Manager Data Model Resource Guide. You can also view the list of attributes on the Dataset Attribute window in the Custom Objects Manager. To open the Dataset Attribute window from the Horizon Performance Manager main window, select Data Integrator/Data Model Extensibility/Custom Object Manager. On the Custom Object Manager window, click Definition/New. From the Custom Object Definition Editor window, click Define. In the Field area, select Key and in the Type box, click Link. Click Dataset Attribute... to open the window.

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Chapter 1 - Introduction to Worksheet Using Custom Objects in Worksheet

• Use the Custom Object Manager option in Horizon Performance Manager to determine the key field(s) included in the definition of any custom object. To do so, from the Horizon Performance Manager main window, choose Data Integrator/Data Model Extensibility/Custom Object Manager. Select Objects from the View menu and highlight a custom object from the list. Click Attributes or Layout at the bottom of the window for details of the custom object definition.

• For reporting purposes, custom object links to encounter data will be combined. For example, a custom object that links on DRG and on AGE and has a record with DRG 123 and AGE 18 will only be linked to encounters that have both DRG 123 and AGE 18.

• Unlinked Custom Objects - A custom object table may also be defined so that none of the key fields are linked to any of the Horizon Performance Manager encounter fields. When you attempt to build a worksheet using unlinked custom objects, you will be prompted to select a dataset. Select any encounter dataset to continue. Your worksheet will not be linked to the dataset you selected. If you want your worksheet to include references to a specific encounter dataset, select a dataset from the Data Reference box when you define your worksheet or reference the appropriate dataset when you build your worksheet.


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Chapter 1 - Introduction to Worksheet Worksheet Data Selection and Qualification

Worksheet Data Selection and Qualification

Data selection and qualification allow you to choose specific data for use in Horizon Performance Manager applications and options. The criteria you establish (when you define your worksheet or when you build it) identifies the data that is selected from the dataset and displayed in your worksheet.

For example, there may be thousands of account codes, but you may only need a worksheet that displays accounts 100 through 150. In this case, you will select or qualify the data in your worksheet to include only information related to those accounts.

When you initially create a worksheet definition, you define the rows and columns with a specific worksheet or report in mind. You know what type of data each column will contain, and what level of detail each row will display. At that time, you can choose to select or qualify the data for your worksheet and save the data selection as part of the worksheet definition.

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Chapter 1 - Introduction to Worksheet Worksheet Data Selection and Qualification

Alternatively, since a worksheet definition can be used to create many worksheets, you may intend to use a different data selection or qualification each time you build a worksheet from that definition. In this case, you would not include your data selection and qualification criteria in your saved worksheet definition. Rather you would choose to select and qualify the data when you are ready to build the worksheet. Note that saved data selections may be used with other worksheet definitions.


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Chapter 1 - Introduction to Worksheet Brief Overview of Worksheet Data Selection and Qualification

Brief Overview of Worksheet Data Selection and Qualification

Following is an overview of the data selection and qualification process. The Data Selection window can be accessed in Worksheet from the following locations:

• From the Define Column Data window, click the Qualify… button.

• From the Worksheet Definition Editor window, click Qualify Worksheet on the Options menu.

• From the Worksheet Manager window, click Selection from the Applications menu.

The Data Selection window is shown below:

Category - On the left side of the Data Selection window, click a radio button to define the type of data you want to use in your worksheet.

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Hierarchy of Data Types and Attributes - A list of data types are displayed in the box to the right of the Categories. Solid arrows indicate groupings of data types where there are further data levels beneath the level currently displayed. Click the solid arrow to open and reveal more data. (Click again to collapse.) An open arrow indicates that there are no further levels beneath. Click the data attribute to choose it. (Phase Study attributes are selected by clicking the filled arrow next to the name. To select one or more phase segments, select the associated phase study name and click List…)

Relational Operators - If you are selecting data values as well as data types, indicate how the data should match. Choose from the operators listed in the table below.

Equal to Selects data that equals the criteria you choose. You can enter a value, multiple values or a range of values in the From and To data entry boxes. Alternatively, click List to display a list of available datasets. Choose a dataset to display a list of data values available for selection from the dataset. Click Select to include the values as data selection criteria. (You can multi-select values from the list.)

Pattern match Allows you to enter wildcards when specifying data items. A question mark represents one character, so 122? will yield a range from 1220 to 1229 as well as 122A to 122Z. An asterisk represents many characters. 122* will yield any number starting with 122, regardless of the number of characters that follow, including 122A and 122489. (Not available for use with Phase attributes.)

Not equal to Selects only data that does not match the criteria you choose.

Tip: For encounter data selections, use +Exclude rather than Not equal to, to develop criteria to eliminate encounters where the same attribute appears more than once but with different values.

For example, use +Exclude to develop criteria that eliminates all encounters with both service item code #9157707 and service item code #4327326 as shown below:

Exclude encounters with: (((Service Item Code = 9157707), (Service Item Code = 4327326)))

In this example, only those encounters with both service item code 9157707 and 4327326 will be excluded from the data selection results. More information on the exclude operator can be found later in this section.

Greater than Selects data that is greater than the criteria you choose.


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Accept - When your data selection criteria is complete, click Accept to display the selection in the Criteria box.

Logical Operators - To include additional criteria to your data selection, click And or Or, as appropriate, to separate the criteria. Choose another attribute and repeat the process above until all criteria have been established.

Parentheses - Use the parentheses to nest criteria. To do so, select the opening and closing criteria by clicking on them in the Criteria box. Click the +( ) button. Parentheses will enclose the criteria you select and all criteria in between. To eliminate the parentheses, reselect the applicable criteria and click -( ).

Exclude - Use to define criteria that excludes encounters from the referenced dataset. This option is only available for use with data types selected from the Encounter Category. Once you have defined your criteria, select the criteria you want to exclude. Click +Exclude to insert the "Exclude encounters with" operator at the start of the criteria row you selected. Encounters that meet the criteria in the row will be excluded from the data selection. You can eliminate the exclude operator by selecting the applicable criteria and clicking -Exclude.

Note the following when using the exclude operator in your encounter data selection criteria.

• You cannot use Exclude when the selected criteria uses Not Equal To, Is Null or Is Not Null as relational operators.

• When you insert the exclude operator at the beginning of a row that starts with a parenthesis, the entire expression within the parentheses is excluded from the data selection.

Less than Selects data that is less than the criteria you choose.

Equal to Day of Week

Selects the day of the week to use in your data selection criteria. You can enter the name or abbreviation (Mon, Tues, Wed, Thurs, Fri, Sat, Sun) of a single day, multiple days or a range of days in the From and To data entry boxes. Alternatively, click List and make a selection from the display. Equal to Day of Week is only available for use with attributes from the Encounter or Custom Object categories and if the attribute is defined as Date Only or Date & Time.

Is Null Selects data that is blank.

Is Not Null Selects data that is not blank.

Date Variable For use with Encounter (including UDAs) and Custom Objects attributes only. For more information, see “Using Encounter Date Variables in Qualifications” on page 1-17.

Note: The default logical is And.

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• You cannot add parentheses around a criteria row that already has the exclude operator associated with it. Add parentheses as necessary before you add the exclude operator.

• You can use the exclude operator in a criteria row where the same data type attribute is used as criteria more than once and the criteria are separated by the And operator. Note, however, that under these circumstances, the encounter will be excluded from the resulting data selection only when all of the values associated with the excluded criteria row are present on the encounter record.

• Nested exclude statements are prohibited.

Edit/Cancel - Click Edit to open an editing session and modify an individual line of existing data selections criteria. Click Cancel to close the editing session without making any modifications.

Clear - To remove a criterion, select it. A check mark will precede all selected lines. Then click Clear to delete the selected criteria. You can select multiple criteria to clear.

Save - Click to save your data selection criteria for later use.

OK - When you have completed your data selection criteria in its entirity, click OK to return to the previous window.

Open - click to open a previously created data selection.

Cancel - click to close the Data Selection window without creating new criteria or revising existing data selection criteria.


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Chapter 1 - Introduction to Worksheet Editing Data Selection Criteria

Editing Data Selection Criteria

Use Edit to modify an individual line of existing data selection criteria. You can modify any of the following:

• An attribute

• Attribute values: single value, range of values or a list of values

• A logical operator included in the criteria: And or Or

• Relational operators such as Equal to, Not equal to, Greater than, etc.

Saved data selections can only be modified and overwritten by the owner of the selection. Note also that time relationships created in the Advanced Data Selection window in the Encounter Analysis application cannot be modified.

Follow the steps below to edit a line of data selection criteria:

1 Highlight the line of data selection criteria that you want to modify by clicking on it. A checkmark is displayed to the left of the line.

2 Click Edit.

3 Make the necessary modifications. (Be sure to review the notes below.)

4 Click Accept to save your changes.

Note the following regarding editing the elements of data selection criteria:

• To modify values - The value(s) included in the expression you select are displayed in the list box. Delete and reenter values as necessary.

• To change a data attribute -The attribute included in the expression you select is highlighted in the data hierarchy box. Click on the hierarchy and and choose the correct attribute.

• To change the And/Or operator - An And/Or operator is always associated with the expression that immediately follows it. To change the operator, be sure to select the expression that follows the operator you want to change.

Note: If you highlight a criteria line where the same encounter attribute is used more than once and separated by the And operator, you must Select Expression to Edit.

Note: When editing, if you select your attribute values by clicking the List... button, the values you checkmark are added to those already displayed in the selection grid.

Note: Changing the data attribute results in the loss of all values shown in the List... box.

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Chapter 1 - Introduction to Worksheet Select Expression to Edit

• To change a relational operator - Select the expression that includes the relational operator that you want to change.

Cancel - Click to end the edit session without making any modifications.

Select Expression to Edit

If you highlight a line of criteria where the same encounter attribute is selected more than once and separated by the And operator, you must choose the part of this row that you want to modify.

To do so, follow the steps below on the Select Expression to Edit window:

1 Highlight the part of the line that contains the expression you want to edit by clicking on it.

2 Click Select to return to the Data Selection window and complete your modifications.

Note the following regarding editing this type of expression:

• Changing an And/Or operator - An And/Or operator is always associated with the expression that immediately follows it. Be sure to select the expression that follows the operator you want to change.

• Changing the data attribute or the relational operator (Equal to) - Changing these elements in this type of criteria is a two step process. First, change the And operator that connects the expressions to Or and click Accept to save the change. Second, select the line with the attribute or operator you want to change, click Edit again and then make the change. You can now, if necessary, change the Or operator back to And.

Note: Changing 'Equal to' to any other relational operator results in the loss of all values shown in the List... box because only 'Equal to' allows multiple values. However, the values are retained and will be redisplayed in the List... box, if you reselect the 'Equal to' operator before you accept the change.


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Chapter 1 - Introduction to Worksheet Using Encounter Date Variables in Qualifications

Using Encounter Date Variables in Qualifications

Data Selection includes a Date Variable option for use with Encounter (including UDAs) and Custom Objects date and date/time attributes. The standard date variables provided with this option are available in all applications where encounter and custom object attributes are available for selection from the data hierarchy.

When used in Worksheet, this option allows you to design a worksheet with a qualification that can be run periodically in the Batch Editor without the need for any manual intervention to adjust dates. Date variables are available for column, single row and worksheet-wide qualifications.

To use the Date Variable option, you must first select an Encounter, UDA or Custom Objects date or date/time attribute from the hierarchy list. (Date variables cannot be used with time only attributes.)

Next, select Date Variable from the relational operators dropdown list located on the Data Selection window to display the prompts as shown in the picture below:

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Chapter 1 - Introduction to Worksheet Using Encounter Date Variables in Qualifications

The default date variable is Current Date. Click the dropdown to display the complete list of available date variables. Each one is defined below:

• Current Date - begins at 12:00:00 a.m. and ends at 11:59:59 p.m.

• Current Week - begins at 12:00:00 a.m. on Sunday and ends at 11:59:59 p.m. on Saturday

• Current Month - begins at 12:00:00 a.m. on the first day of the month and ends at 11:59:59 p.m. on the last day of the month. Current Week reflects the actual number of days in the calendar month.

• Current Calendar Quarter - begins at 12:00:00 a.m. on the first day of the quarter and ends at 11:59:59 p.m. on the last day of the quarter. Current Calendar Quarter reflects the actual number of days in the calendar quarter.

You can use a date variable by itself as a qualification criterion without any adjustment to the time period. For example, a date variable can be used to select all encounters with a checkin date equal to the Current Month.

Or, you can adjust the qualification period by choosing one of the available relational operators and then manually entering a number of days, weeks, months or quarters to be added to or subtracted from the date variable you select. For example, you can define your date variable qualification to select all encounters with a checkin date earlier than the Current Week minus 2 Weeks.

The relational operators available for use in defining a date variable qualification period are:

• Equal to

• Earlier than

• Earlier than or equal to

• Later than

• Later than or equal to

• Not equal to


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Chapter 1 - Introduction to Worksheet Datasets

Datasets

Definition of a Dataset

A dataset contains data for a single entity for one fiscal year. It can contain GL, payroll, cost accounting and person/encounter data. For GL/cost accounting data and payroll data, a dataset will contain 12 months or 13, 24, 26 or 52 periods for a fiscal year depending on your general ledger or payroll reporting requirements.

Access to a dataset is controlled by security functions, so it is possible that some people may not have access to a given dataset, some may have view-only access, and some may be able to modify it.

Data Selection

Once a worksheet has been defined, you will always need to select a dataset in order to build the worksheet.

The dataset selection process contributes to extremely flexible worksheet definitions. Storing datasets with your definition means you do not have to select datasets every time you want to build a worksheet, and yet you can override stored datasets and choose new ones whenever you want to use your definition to create a different worksheet. You may either select the datasets and store them with your definition or you may choose the datasets when you build the worksheet. You may also choose samples. (See “Sampling” on page 4-1.)

There may be times when you use the same worksheet definition several times, but you need to use different datasets or samples. In this case, you will not store the dataset with the worksheet definition; rather you will select the dataset once you build a worksheet. This flexibility makes it easy for you to define standard worksheets that can be used over time and across all your entities.

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Chapter 1 - Introduction to Worksheet Dataset References

Dataset References

Dataset references are names you build into a worksheet definition to remind yourself of the data you want to use in that worksheet. You may then associate datasets and samples with the reference names used in this worksheet definition, and store them with the definition. For example, if you have defined a worksheet to use both actual and budget data, this is where you identify the datasets and samples that containing the actual data and which ones contain the budget data. You can also select or change the data when you build the worksheet, using the Worksheet Build option, but if you associate them now, you can skip that step at build time.

You can select one or more datasets for each reference name. If you choose more than one dataset for a reference, the data in the sets will be summed for the column. In this way, you might choose datasets from three different entities to supply data to each of your 1996 and 1997 actual data columns. Data from the three entities would be summed for each cell in each column. Should you build another worksheet from this definition, you can specify three other datasets, or any number of datasets, for each reference name.

You can associate more than one dataset with the reference names used in a worksheet. For example, if your first column is referenced as Actual, and you have five datasets defined for Actual, the values in the first column will represent the combined data of all five datasets.

Steps for selecting predefined datasets:

1 If storing datasets with a worksheet definition, begin in the Worksheet Definition Editor window. From the Options menu, select Data References.

or:

If selecting datasets while building a worksheet, begin in the Worksheet Build window.

2 Click Datasets to filter the list shown in the Data box so that only datasets are displayed in the list. To display a list of Samples or Populations, click the corresponding radio button.

3 In the Data box, highlight a reference name and select the first dataset that you want to associate with it.

4 Click the Add button to add it to the list. Continue to select datasets and add them until you have selected all the datasets you want for the first reference name.

5 Continue these steps for each reference name, until you have chosen all the datasets that you want represented in the worksheet.

6 To remove datasets, select them from the Data Reference box and click Remove.


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Chapter 1 - Introduction to Worksheet Summary Data

Summary Data

The Encounter Service Item Summary option in Horizon Performance Manager allows encounter cost, unit and charge data to be summarized after the individual data elements have been integrated into the data warehouse. The summarization process begins at the encounter service item level for charges, units and summarized buckets of cost and rolls these values up to the encounter department level and the encounter level. The purpose of summarization is to improve the speed of building worksheets and other applications when detail level data is not needed.

This option is available from the Dataset Manager/Reconcile window. From the Horizon Performance Manager main window, select Data Integration/Utilities/Dataset Manager, then select your dataset from the list and click Data/Reconcile from the menu bar. If the Reconcile option has been set to Automatic, summarization will be performed automatically by the system whenever units, charges and costs data has been changed. If the Reconcile option is set to Manual, the summarization process will have to be initiated manually.

Summarized data elements will not be available above the encounter service item level in any application that uses data selection including worksheet qualifiers, single rows, user-defined rows and data grouping.

When you choose encounter charges, units or cost in a column definition, Worksheet will routinely use the summarized value for that data element at the level of summarization that corresponds to the drill level chosen. for example, if drilling on encounter (or groups of encounters), and there are no drill levels for department or service item, then the summarized value at the encounter level will be used. Any references to more detailed data, for example, within a data selection, will cause calculations to use that detailed level throughout.

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Chapter 1 - Introduction to Worksheet De-Identifying Worksheet Data

De-Identifying Worksheet Data

De-identifying, or masking, data included in a worksheet changes the attributes that could be used to identify the person whom the data describes. If you choose to mask data:

• You will not be able to identify a person in a worksheet when it is printed or exported.

• You will not be able to identify if that person is represented in the worksheet more than once.

• You will not be able to tie masked data from one worksheet to another.

For example, if a patient appears in a worksheet more than one time, that patient will have different identifiers for each instance. Similarly, if a patient is represented in more than one worksheet, that patient may be 'Patient 1' in one worksheet and 'Patient 387' in another.


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Chapter 1 - Introduction to Worksheet Identifying Data to Mask

Identifying Data to Mask

When you define your worksheet columns and drill levels, you can select the option to Mask for Print and Export and save it as part of your worksheet definition. The option allows you to establish de-identification settings for the following data that will be applied when you print or export your worksheet:

• Columns and drill levels containing attributes available to be masked (including custom objects and UDAs)

• ZIP codes

• Dates

- Date math columns are not affected

- Dates in drill levels are only masked if the Date or Date & Time format is selected in the worksheet definition.

• Attributes referenced in data selections, formulas or single rows are not masked.

A complete list of Encounter, Payroll, Person and Practitioner data available to be masked in your worksheets is provided in Appendix B: Data Available to be Masked of this manual.

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When you subsequently print or export your worksheet, follow the steps below to identify the data to mask:

1 From the Worksheet Print Options or Export window, place a checkmark in the Mask identifiers box. If you do not select this option, no data is de-identified in the printed or exported worksheet.

2 Click Select. The Identifiers to Mask window shown below will be displayed.

3 In the Rows section, select the worksheet rows from the Available to mask box that contain data you want to mask. You can select multiple rows by pressing the CTRL key.

4 Click Add to move the row(s) to the Mask box.

5 In the Columns section, select the worksheet columns from the Available to mask box that contain data you want to mask. You can select multiple columns by pressing the CTRL key.

6 Click Add to move the column(s) to the Mask box.


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7 Choose a method to mask ZIP codes. The method you choose applies to all ZIP codes in columns or rows selected to mask.

Mask all digits - ZIP codes are displayed as 00000 or 00000-0000

Mask all but first three digits - ZIP codes are displayed as ###00 or ###00-0000 (### represents the actual digits of the ZIP code).

8 Choose a method to mask dates. The method you choose applies to all dates in columns or rows selected to mask.

Mask month and day - dates are displayed as 01/01/YYYY (YYYY represents the actual year).

Mask day only - dates are displayed as MM/01/YYYY (MM and YYYY represent actual month and year).

9 Click OK.

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Chapter 2 - Worksheet Definition Editor

The Worksheet Definition Editor enables you to specify how a worksheet is organized and what data will be displayed. It is used both to create a new worksheet definition and to modify an existing definition. When creating a worksheet definition, row and column definitions are blank and you begin by choosing one or the other to define.

As you define columns and rows, you can choose specific datasets, and then specify the display characteristics such as titles, data alignment, decimal precision, column width, prefix, suffix, and footing method.

When you have determined the rows, columns and types of data you want in your worksheet, you may need to limit the amount of data displayed in your worksheet. This is done via Data Selection (See page 1-9).

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Chapter 2 - Worksheet Definition Editor Selecting or Creating a Worksheet

Selecting or Creating a Worksheet

Worksheets are selected or created from the Worksheet Manager window. You must:

1 Select the library you want to use or choose New Library from the File menu to create a new one. You can also rename or delete a library.

2 With the library selected, choose a folder or select New Folder to create a folder for that library. You can also rename or delete a folder.

3 When you have selected a folder, you can:

• open an existing worksheet by double clicking on it, highlighting it and clicking your right mouse button or by highlighting it and choosing Open from the File menu.

• create a new worksheet by choosing New Worksheet from the File menu.

Once you have selected New Worksheet or opened an existing worksheet definition, you will see the Worksheet Definition Editor window shown below.


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Chapter 2 - Worksheet Definition Editor Selecting or Creating a Worksheet

The Worksheet Definition Editor window provides a template for creating a new worksheet definition or for reviewing the details of an existing definition. The menu bar provides all the options necessary to Define, Qualify, Save and Build a worksheet.

For existing worksheet definitions, as shown below, it provides a single location where you can easily see the definition of each column and drill level. As you select individual columns and drill levels in the template, the rules used to define it are displayed in the Column/Drill Content box. From the Definition menu, you can also choose Print to print your definition in text format for review or Print Template to print a template of your definition in a worksheet format.

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Chapter 2 - Worksheet Definition Editor Defining Rows and Drill Levels

Defining Rows and Drill Levels

A drill level is any row or set of rows you can drill down to, to reveal another level of data. For example, your drill levels might be:

• Department

• Cost Center

• Account

The rows of a drill level may be defined either automatically on the basis of the data in the dataset, or manually, one row at a time. To define a drill level, select Drill Level, then click Define…. The Define Drill Level window appears.

The row type feature determines the way your drill level is defined. There are two types of rows, Entire Drill Level - Data and Single Row.

If you choose Entire Drill Level-Data, row contents are automatically defined by the data available in the dataset. If you choose Single Row, you specify the content of each row manually, one row at a time. (Encounter/Phase attributes cannot be used in a single row worksheet.)


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Chapter 2 - Worksheet Definition Editor Defining Drill Levels for Distributed Budgeting Worksheets

For example, if you select Account as an Entire Drill Level-Data row type, each account will appear as a separate row. On the other hand, if you select Account and choose Single Row, only the accounts you specify will appear, and data for more than one account can be aggregated in a single row. Thus you can pick only those accounts you are interested in, either singly or in groups, e.g., accounts 1, 5, 7-9, and 11.

Defining Drill Levels for Distributed Budgeting Worksheets

If you intend to distribute your worksheet, your worksheet definition must include only the following drill levels in the order shown below. No other drill levels can be included:

• Entity Code or Code & Name (optional)

• Department Code or Code & Name (required)

• Account Type (optional)

• Account Classifier (optional)

• Account Code & Name (required to add accounts)

• Job Code & Name (required to add job codes)

In addition to the drill levels shown above, when you define your worksheet columns be sure to decide whether or not to enable the options to Allow Editing of Existing Rows and Allow Editing of New Rows located in the Formatting box on the Define Column window. (See page 2-46.)

Distributed Worksheet Options

If you intend to distribute your worksheet, it is helpful to check your worksheet definition to be sure it will meet the requirements for distribution. The following functions, found on the Options menu on the Worksheet Definition Editor window, provide the functionality to check your worksheet definition.

Check for Distribution - checks to see if the worksheet built from this definition can be distributed. If not, a specific reason will be supplied.

Check for Add Rows - checks to see if rows can be added in to the worksheet built from this definition. If rows cannot be added, the reasons will be listed for you.

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Chapter 2 - Worksheet Definition Editor Brief Overview of Defining Rows and Drill Levels

Brief Overview of Defining Rows and Drill Levels

1 Click on a drill level (e.g., Drill Level 1) to create or modify a row.

2 Click the Define… button. This will bring up the Define Drill Level window.

3 Select Row Type (either Entire Drill Level -Data or Single Row). (If you select a blank or a dashed line row, you do not need to define content. Click OK.)

4 Click the Define Content… button to define the drill level.

5 Follow the prompting applicable to the row type you have selected.

• For entire drill levels, choose a category, type of data and various formatting options.

• For single data rows, use the data selection window to define the row.

• For formula rows, choose from rows already defined and a set of mathematical operators.

• For text and numeric constants, you will be prompted with a pop-up box.

6 Click OK.

7 Enter additional single row formatting information, if applicable, or choose a button to move to another drill level.


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Chapter 2 - Worksheet Definition Editor Defining an Entire Drill Level

Defining an Entire Drill Level

In order to create an Entire Drill Level - Data row, select it in the Row Type box, then click the Define Content… button. This will bring up the Define Drill Level Data wndow:

To define data for the row, first select the Category you want to use, then select a data type within the category.

When you define a drill level using a code, name or code and name attribute, the Display option box in the upper right corner of the window will be enabled. The Display option allows you to choose how the attribute you have selected will be displayed in your worksheet. For Code attributes you may display, code only, code and name or name and code. For Name attributes, you may display, name only, code and name or name and code. For Code and Name attributes, choose to display code and name or name and code. This option affects labels and row order. It does not affect the numbers of rows (data aggregation) of the worksheet.

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Chapter 2 - Worksheet Definition Editor Defining an Entire Drill Level

Choosing a date only or date/time attribute as your drill level definition will enable the Date & Time Format option box. Use this option to determine how the date or date/time attribute is aggregated and displayed in your worksheet. For Date only attributes, choose date, month, day of week, year or calendar quarter. For Date and Time attributes, you may choose from any of the date only formats or from the time formats of time, hour or date and time. For example, choosing Day of Week will collapse all dates into a maximum of seven rows, one for each day of the week represented in the data.

Mask for Print and Export - this option de-identifies the data in this drill level when the worksheet is printed or exported. This option is saved as part of your worksheet definition, but it can be overridden when you print or export the worksheet. Overriding the settings when you print or export does not change the settings saved in the worksheet definition. If this option is unavailable (appears dimmed), the data you have selected for the drill level cannot be masked. For a complete list of data available to be masked, refer to Appendix B of this manual.

Note that grayed-out areas of the window cannot be used with Entire Drill Level - Data rows.

After selecting and formatting the display of your data type click OK to return to the previous window. You can then select the Row Order. Rows can be in ascending or descending order. Certain data types, principally financial data such as Assets, Liabilities, and Fund Balances should be listed in default order, which will be seen as the customary way for viewing such data.


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Chapter 2 - Worksheet Definition Editor Using Periodic Drills

Using Periodic Drills

Periodic attributes can be used to define entire drill level data in read-only and model worksheets. The following attributes are available for use with periodic data in the Financial/GL and Payroll categories:

• Month

• Month and Fiscal Year

• Period

• Period and Fiscal Year attrib

To access these attributes, choose Entire Drill Level as your row type and then select either the Financial/GL or Payroll category from the Define Drill Level Data window. Expand the Periodic attribute in the hierarchy window and click on the Month, Month and Fiscal Year, Period or Period and Fiscal Year attribute to select it as shown in the window below.

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Chapter 2 - Worksheet Definition Editor Using Periodic Drills

When you design a worksheet that includes periodic drills, be aware of the following:

• When a periodic drill level is included in a worksheet definition, at least one column in your worksheet must reference a dataset containing Financial/GL or Payroll data of a periodic nature or you will be unable to save the definition and build your worksheet.

• When you include a periodic drill in your worksheet definition, values for Encounter data and non-periodic Financial/GL and Payroll data will be repeated within the periodic drills across columns. (Refer to Scenario D on page 2-20 for an illustration of this concept.)

Sample use cases for each of the periodic attributes have been provided in the following pages.


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Chapter 2 - Worksheet Definition Editor Using Month as a Drill Level Definition

Using Month as a Drill Level Definition

When you select the Month attribute as a drill level definition, the drills in your worksheet will be labeled from top to bottom in month order beginning with the fiscal start month of the dataset referenced in Column 1 of your worksheet.

The dataset(s) referenced in your worksheet columns must have a periodicity of either 12 monthly or 24 semi-monthly periods. A total of 12 monthly drill levels are generated. Semi-monthly data will be added into the appropriate month.

No data will be displayed in a column that references Payroll or Financial/GL data with a periodicity of 13, 26 or 52. Because data with the aforementioned periodicities cannot be appropriately displayed, X's will appear in the worksheet column.

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Scenario A: Develop a report indicating monthly budget to actual variance dollars by functional area for the current fiscal year. The fiscal year begins in July.

• Drill #1: Month and Fiscal Year

• Drill #2: Department Code Grouping

• Drill #3: Department Code and Name

The example shown below illustrates the worksheet results for Scenario A. The drill levels for July are expanded in the sample shown below.

When using Month drills in your worksheets, be aware that where multiple datasets are referenced in a single column, the data will be aggregated by month wihout consideration of year.

Budget Actual Variance

July 2328602 2409268 -80666

Cardiac Services 1983980 2065401 -81421

1001 Cardiac Surgery

1002 Cardiology

1003 Transplant

1004 Rehabilitation

400000

625000

833425

125555

500000

615000

800401

150000

-100000

10000

33024

-24445

Radiological Services 344622 343867 755

2001 Radiology 168999 167542 1457

2002 Radiation Therapy

•

•

•

175623 176325 -702

August 2386112 2573071 -186959

September 1799895 1759911 39984

October 1852273 1835999 16274

November 1866722 1867253 -531

December 1912754 1902563 10191

January 1922555 2011354 -88799

February 1899155 1911753 -12598

March 2003301 2003702 -401

April 2017559 2018000 -441

May 2017562 2008520 9042

June 2006546 2009875 -3329


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For example, assume you are designing a worksheet where Column 1 references both Dataset A and Dataset B. Dataset A begins in October, 1999 and Dataset B begins in October, 2000. When you select the Month attribute, the first drill in your worksheet will be labeled "October." Note, however, that the value displayed for "October" in Column 1 will be the sum of the value from October, 1999 (Dataset A) and the value from October, 2000 (Dataset B).

Additional behavior to note when using Month as a drill level definition

In the event that you should need to create a worksheet that references multiple datasets with different fiscal start months, note the following behavior. The drills in your worksheet will be labeled in month order beginning with the first month of the fiscal year of the dataset referenced in Column 1. However, for any column referencing a dataset with a fiscal start month different from that of Column 1, month order will not be beginning with the first month of that fiscal year.

For example, assume Column 1 references Dataset A and Column 2 references Dataset B. Dataset A begins in October, 1999 and Dataset B begins in July, 1999. When you define monthly periodic drills in your worksheet, the first drill will be labeled "October" because this is the first fiscal month of Dataset A (Column 1). However, the value displayed in the "October" row in Column 2 (the first drill level) will reflect data associated with the fourth month of Dataset B's fiscal year rather than the value associated with the first month of Dataset B's fiscal year.

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Chapter 2 - Worksheet Definition Editor Using Month and Fiscal Year as a Drill Level Definition

Using Month and Fiscal Year as a Drill Level Definition

When you select Month and Fiscal Year as a drill level definition, the row display order in your worksheet will begin with the fiscal start month of the dataset with the earliest fiscal year and month referenced in your worksheet and continue with subsequent months in consecutive month/year order.

The dataset(s) referenced in your worksheet columns must have a periodicity of either 12 monthly or 24 semi-monthly periods. A total of 12 monthly drill levels are generated for each fiscal year. Semi-monthly data will be added into the appropriate month/fiscal year.

No data will be displayed in a column that references Payroll or Financial/GL data with a periodicity of 13, 26 or 52. Because data with the aforementioned periodicities cannot be appropriately displayed, X's will appear in the worksheet column.

Scenario B: Generate a monthly report indicating Revenue and Expense Dollars and Profit (Loss) for Fiscal Year 2000 (Dataset A) and Fiscal Year 2001 (Dataset B). The organization's fiscal year begins in July.

• Drill #1: Month/Fiscal Year

• Drill #2: Acct Code & Name


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The example shown below illustrates the worksheet results for Scenario B. At Drill Level #1, the report displays 24 rows to incorporate the required number of month/fiscal year periods for both Dataset A and Dataset B.

Acct Revenue Value Acct Expense Value Profit (Loss)

July, FY 2000 2328602 2409268 (80666)

August, FY 2000 2386112 2573071 (186959)

September, FY 2000 1799895 1759911 39984

October, FY 2000 1852273 1835999 16274

November, FY 2000 1866722 1867253 (531)

December, FY 2000 1912754 1902563 10191

January, FY 2000 1922555 2011354 (88799)

February, FY 2000 1899155 1911753 (12598)

March, FY 2000 2003301 2003702 (401)

April, FY 2000 2017559 2018000 (441)

May, FY 2000 2017562 2008520 9042

June, FY 2000 2006546 2009875 (3329)

July, FY 2001 2228612 2207261 21351

August, FY 2001 2111138 2305857 (194719)

September, FY 2001 1544444 1754277 (209833)

October, FY 2001 1232275 1739900 (507625)

November, FY 2001 2366745 2718672 (351927)

December, FY 2001 2019127 2119563 (100436)

January, FY 2001 2222555 2012568 209987

February, FY 2001 1892222 1312534 579688

March, FY 2001 2000301 2003085 (2784)

April, FY 2001 2175900 2800012 (624112)

May, FY 2001 2071114 2200152 (129038)

June, FY 2001 2215555 2019575 195980

Totals/Averages 2003876 2062697 (58821)

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Additional behavior to note when using Month and Fiscal Year as a drill level definition • If more than one dataset with the same fiscal year but different fiscal start

months is referenced in the worksheet, the row display order will begin with the earliest fiscal start month of the datasets referenced in the worksheet.

For example, assume Dataset A and B are referenced in Column 1 and Column 2, respectively, in the worksheet. Dataset A (FY 2000) begins in October, 1999 and Dataset B (also FY 2000) begins in July, 1999. The worksheet rows will be labeled beginning with July FY 2000 and ending with June FY 2000.

Note however, as shown in the example above, that the placement of the monthly fiscal periods in Column 1 for Dataset A does not begin with the first month of the fiscal year.

• If datasets with different fiscal years AND different fiscal start months are referenced in the worksheet, the drills will be labeled as Month/FY and begin with the first month of the earliest fiscal year and continue in month/year order until all month/fiscal year drills with data are displayed in the worksheet

For example, assume Column 1 references Dataset A (FY 2000) with a fiscal start month of October, 1999 and Column 2 references Dataset B (FY 2001) with a fiscal start month of April, 2000. The drill levels will be displayed in month order beginning with October FY 2000 and ending with September FY 2001.

Column 1Dataset A: FY 2000Fiscal Start Month: 10/99

Column 2Dataset B: FY2000Fiscal Start Month: 7/99

July, FY 2000 Value = 10thmonthly period Value = 1st monthly period

August, FY 2000 Value = 11thmonthly period Value = 2ndmonthly period

September, FY 2000 Value = 12thmonthly period Value = 3rd monthly period

October, FY 2000 Value = 1st monthly period Value = 4th monthly period

November, FY 2000 Value = 2ndmonthly period Value = 5th monthly period

December, FY 2000 Value = 3rd monthly period Value = 6th monthly period

January, FY 2000 Value = 4th monthly period Value = 7th monthly period

February, FY 2000 Value = 5th monthly period Value = 8th monthly period

March, FY 2000 Value = 6th monthly period Value = 9th monthly period

April, FY 2000 Value = 7th monthly period Value = 10thmonthly period

May, FY 2000 Value = 8th monthly period Value = 11thmonthly period

June, FY 2000 Value = 9th monthly period Value = 12thmonthly period


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Chapter 2 - Worksheet Definition Editor Using Period as a Drill Level Definition

Using Period as a Drill Level Definition

When you select Period as a drill level definition, the drills in the worksheet will be populated from top to bottom beginning with the first period (P1) in each dataset referenced and continuing in numerical order as necessary based on the number of data periods in the dataset.

The total number of drill levels displayed in the worksheet is determined by the periodicity of the data referenced in your worksheet columns. Based on the type of data used in your worksheet (financial or payroll), the dataset with the greatest number of periods will establish the number of rows displayed in the worksheet. This will apply even if your worksheet references two distinct entities with different periodicities.

For example, assume the worksheet references financial data for entities with 12 and 24 fiscal periods. Both entities have 26 payroll periods. In this case, a total of 24 drill levels (financial) will be displayed in your worksheet. The payroll periodicity is not considered because the worksheet does not include any payroll data. Note that Financial and Payroll periodicity for a dataset is defined in the Entity Calendar setup.

Scenario C: Develop a payroll productivity report by pay period with department code.

• Drill #1: Period and Fiscal Year

• Drill #2: Department Code

The example shown below illustrates the worksheet report resulting from Scenario C.

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The report is shown at Drill Level 1. Your can drill down on any pay period to view department codes and associated information.

Hours Worked

Payroll FTE Hour Equivalent

FTEs

P1 2101 87.64 23.97

P2 2096 57.53 36.43

P3 2212 87.61 25.25

P4 2201 87.53 25.15

P5 2101 87.64 23.97

P6 2143 87.53 24.48

P7 2070 87.64 23.62

P8 2212 87.53 25.27

P9 2201 87.64 25.11

P10 2223 87.53 25.40

P11 2099 87.64 23.95

P12 2079 87.53 23.75

P13 2096 87.64 23.92

P14 2212 87.53 25.27

P15 2067 87.64 23.59

P16 2163 87.53 24.71

P17 2228 87.64 25.42

P18 2506 87.53 28.63

P19 2212 87.64 25.24

P20 2101 87.64 23.97

P21 2070 87.64 23.62

P22 2099 87.64 23.95

P23 2163 87.53 24.71

P24 2201 87.53 25.15


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Additional behavior to note when using Period as a drill level definition

If you design a worksheet that references a dataset with 24 periods and a Period drill level is followed by a Month drill level, the data displayed in the Month drills will represent only that portion of the data applicable to the previous drill level. In this example, the month drill will display only the data associated with a single period even though this is only 50% of the data for the month.

Note also that if your worksheet is defined with a Month drill level followed by a Period drill level, only the period(s) corresponding the month will be displayed.

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Chapter 2 - Worksheet Definition Editor Using Period and Fiscal Year as a Drill Level Definition

Using Period and Fiscal Year as a Drill Level Definition

When you select Period and Fiscal Year as a drill level definition, your worksheet will contain a number of rows equal to the aggregate number of periods in all fiscal years referenced in your worksheet.

The drills in the worksheet will be grouped by fiscal year and displayed from top to bottom beginning with the first period in the earliest dataset referenced in the worksheet (formatted as P1, FY 1999) and continuing in numerical order as necessary based on the number of data periods in each dataset.

Scenario D: Generate a report indicating the dollars assigned by position for each fiscal period. Include the vacation days assigned to the position.

• Drill #1: Pos'n Job Code & Name

• Drill #2: Period & Fiscal Year

Following is a sample of the resulting worksheet report for Scenario D. The organization has twelve payroll periods. The sample below illustrates the entire drill level display for the Project Manager position.

Note that the values for the non-periodic attribute are repeated within the periodic drills for the associated column. In the sample worksheet above, this is illustrated by the display of the value for Vacation Days for the Project Manager position (10 days).

All non-periodic Payroll and Financial/GL attributes as well as all attributes from the Encounter category will be displayed in the manner illustrated above.

Pos’n Vacation Days

Dollars Assigned

00190 Project Manager 10 24300.00

P1, FY 2001 10 1875.00

P2, FY 2001 10 1875.00

P3, FY 2001 10 1875.00

P4, FY 2001 10 1975.00

P5, FY 2001 10 1975.00

P6, FY 2001 10 1975.00

P7, FY 2001 10 2075.00

P8, FY 2001 10 2075.00

P9, FY 2001 10 2075.00

P10, FY 2001 10 2175.00

P11, FY 2001 10 2175.00

P12, FY 2001 10 2175.00


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Chapter 2 - Worksheet Definition Editor Defining a Single Row

Defining a Single Row

The steps for defining a Single Row are different from those for defining an Entire Drill Level - Data row; the steps also vary depending on the type of single row you are defining. There are six types of Single Rows:

Data - enables you to specify both the type of data and the data values themselves.

Formula - enables you to define a formula using values from previously defined rows and a variety of constants.

The next two rows are for formatting purposes; they allow you to set off rows from one another:

Blank Line - provides a blank row to divide areas of the report.

Dashed Line - provides a single line composed of dashes to divide or highlight areas of the report.

The last two rows enable you to enter text or numeric constants across a row:

Text constant - allows you to insert a text phrase such as a department name or grouping nomenclature, specified via the Define Content button.

Numeric constant - allows you to insert a numeric value, specified via the Define Content button.

Data and Formula row types are described in the sections that follow.

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Chapter 2 - Worksheet Definition Editor Data Rows

Data Rows

Data type single rows are used to define and enter row data.

When you click on Single Row in the row type box, a drop-down menu shows the row types. Click on Data to define a data type single row. Next, click the Define Content… button to bring up the Data Selection window, shown below.

To define data for the row, first select the Category you want to use, then select a data type within the category and the values you want to include.

Click OK after completing this row, then specify another row within the drill level by clicking the Define Next Row button on the Define Drill window.


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Chapter 2 - Worksheet Definition Editor Formula Rows

Formula Rows

You can define a single row with a formula. This feature is commonly used when creating financial statements such as balance sheets. Note that row formulas must be based on previously defined rows and/or on constants.

From the Row Type box in the Define Row window, select Single Row - Formula. Next click the Define Content… button. Rows that can be used in the formula are listed. If no rows have been defined yet, no rows will be displayed. Arithmetic operators can be used to define the formula. Select the row you want to use, or a constant, then click Accept. Choose the appropriate operator button, then select the next row or constant. The calculation will appear in the Row Contents box as you define it.

Operators used in formulas include addition (+), subtraction (-), multiplication (x), division (÷) and parentheses for nesting calculations.

Text Constant as a Row Definition

A text constant row contains a text phrase, such as department name or a string of characters that you specify.

Numeric Constant as a Row Definition

A numeric constant row contains a number you specify.

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Chapter 2 - Worksheet Definition Editor Single Row Options

Single Row Options

There are various formatting options that are only available when defining single rows. These options are set in the Define Row window. The following options can be set when using single rows:

• Row Label - Enter a descriptive title for the row.

• Use Column Prefix and Suffix - Click the box to use the same prefix and suffix defined for the worksheet columns. Otherwise, in the Prefix box enter a character or string of characters to precede the data in the row, such as a dollar sign ($). In the Suffix box, enter a character or string of characters to follow data in the row, such as a percent sign (%). If you leave the box empty, no prefix or suffix is displayed.

• Use Column Decimal Precision - Click the box to use the same number of decimal places you defined for the worksheet columns, or specify the number of decimal places you want to see.

• Use Column Data at Intersection of Constant and Formula Columns With This Row - Click this to use column data where column and row data intersect.


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Chapter 2 - Worksheet Definition Editor Single Row Options

• Hide - Click this if the row you defined does not need to be displayed, such as a data row that is referred to by a calculation. On the report template in the Worksheet Definition Editor, the row title will be followed by the symbol [H] to indicate a hidden row.

• Define Detail Rows - Click to define the content of detail rows associated with a single row. This option allows you to display the component data from which your row is comprised.

Detail Row Order options for display include ascending, descending or default (the order in which they appear in the list) order. If the OK button is active, the attribute you have selected from the list is valid. Once you create detail rows, no further drill levels can be defined.

The window shown above illustrates an example where the single row data was defined as Revenue Accounts. The subsequent row detail is defined as account revenue type. The resulting worksheet will provide revenue detail by type e.g. operating, non-operating, capitated, non-capitated and other revenue.

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Chapter 2 - Worksheet Definition Editor Defining Columns

Defining Columns

Columns are defined or modified by selecting a column in the Worksheet Definition Editor and clicking the Define… button; you can also double-click the selected column. There are six types of columns:

Data - contains data from selected datasets.

Formula - enables you to define an arithmetic formula using data from other report columns and/or from a dataset.

Periodic Formula - enables you to define an arithmetic formula using two periodic items. The calculation will be performed for each period and then summed or averaged for the selected date range. Note that periodic columns can be created only when using Financial/GL or Payroll data.

Text Constant - contains a text phrase, such as department name or a row of characters, which you specify.

Numeric Constant - contains a number you specify.

Date Constant - contains the Date (mm/dd/yyyy), Date & Time (mm/dd/yyyy hh:mm) or Time only (hh:mm) that you specify. Date and time fields must be in the required format.


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Chapter 2 - Worksheet Definition Editor Defining Columns

Each column type is described in more detail in the following pages.

Note that if you are creating a column with periodic data, the following options are available from the Periodic Detail drop down box in the Define Column window:

• None - Creates a data column where data is not periodic and/or you want a single column with aggregation of all included periods.

• Periodic with total - Creates a column for each period in the dataset and a total column.

• Periodic without total - Creates a column for each period in the dataset, but does not create a total column.

• Year-To-Date - Creates separate columns for each period in the dataset. Data from previous periods is added to data for the new period.

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Chapter 2 - Worksheet Definition Editor Data Columns

Data Columns

A data column contains data from a selected dataset. Note that column data can be qualified as the column is defined. Details of qualifying are described later in this section.

Brief Overview of Defining a Data Column

1 In the Column Type box, select Data.

2 Click the Define Content… button to select the contents for the column. This brings up the Define Column Data window shown in below.

3 To define data for the column, first select the Category you want to use, then select a data type within the category.

4 Choose how periodic data is aggregated across the periods and displayed in the column from the drop down box in the upper right corner of the window.

If you have selected GL or Payroll periodic data, you can choose to display the total, average, maximum, or minimum value for the periods included.


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Chapter 2 - Worksheet Definition Editor Brief Overview of Defining a Data Column

This option is not available for encounter data selections.

If you selected a date or date/time attribute, you can choose to display the actual date (value), the first date or the last date included in your selection.

5 Determine the subtotal method of the selected data from the drop down box below the periodic display methods. This option is available for GL, Payroll or Encounter numeric data.

Horizon Performance Manager chooses the most appropriate format as the default subtotal method for the data you chose. For example, hourly rates are displayed as an average and expenses are displayed as a total. For most purposes, it is best to select the default processing option, however, you may override the default method by choosing any of the other methods.

Depending on the data type of your attribute, different methods will be displayed. For example, Value, First and Last apply only to date attributes.

Averages are automatically computed at the level at which the data is stored in the dataset. For example, age will be averaged at the encounter level as the data is stored in Horizon Performance Manager at this level. Units, costs and charges would be averaged at the service item level. To compute an average of units, costs or charges at a level other than at the service item level, you must use a formula column.

For example, as cost data is stored at the service item level, selecting cost and setting the display option to Average will automatically generate a column, which displays the average cost per service item. To compute and display the average cost per encounter, however, you should define a formula column to divide costs (with the display option set to Total) by encounters.

(The information provided in the note following the previous step in this section also applies to the subtotal methods available for display of the Selected Data.)

6 If the OK button is active when you have made a data selection, it indicates that the selection is valid. Click OK to return to the Define Column window. Clicking the Qualify button will bring up the Data Selection window.

Note: You cannot modify column values in a model (modifiable) worksheet if you have selected Minumum or Maximum as the periodic display option for the column.

In addition, when the selected display method for a column is Total or Average, Worksheet adjusts the underlying data based on the relationship between the original value and the modified value you enter. The presence of null or zero values in the underlying data may generate results in the dataset that differ from your expectations.

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Chapter 2 - Worksheet Definition Editor Brief Overview of Defining a Data Column

Other Components of the Define Column Data window include:

• Dataset Reference Name - Enter or choose a reference name from the list. You will be able to associate the reference name with one or more datasets when you build the worksheet. Then you will supply a reference name for the column. The reference name is not a title; rather it serves as a reminder of how you intend to populate the column. For example, you may have supplied the reference name of Actual for one column and Budget for another, or 1998 Actual for one column and 1999 Actual for another. When you build a worksheet from this definition, possibly weeks later, you will know exactly what you intended for this column and can choose datasets based on this reminder.

• Column Contents - The contents of a column will be displayed here, including the types of data you chose and any arithmetic functions that will be performed on them. Click Clear to erase the data from the Column Contents box and to redefine the data for this column.


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Chapter 2 - Worksheet Definition Editor Qualifying a Data Column

Qualifying a Data Column

When defining a data column, you can go a step further and qualify the criteria, to reduce it to a smaller subset of data. For example, you could define several columns as the number of encounters, but qualify each column by a different discharge status. The subset criteria will be stored with the definition and applied whenever this definition is used to create a worksheet. Qualifying data in this way means that from a data sample that includes a broad spectrum of data, you can produce worksheets that are limited to specific areas. You can also save these criteria in a saved data selection and use it again in other worksheets and definitions.

Click Qualify when defining a data column to bring up the Data Selection window shown below.

To qualify data for the column, first select the Category you want to use, then select a data type within the category.

Next, select values for the data type.

Click OK after completing this column, you can then specify another column by clicking the Define Next Column button on the column definition window.

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Chapter 2 - Worksheet Definition Editor Formula Columns

Formula Columns

A formula column contains an arithmetic formula using data in other columns and/or a dataset. Once you have chosen Formula as your Column Type in the Define Column window, you can create your formula by selecting data attributes directly from the list or you can reference a previously defined column, or a combination of the two.

For example, you might have previously defined an Actual Expense column and a Budget Expense column. Now you want to determine the variance between the two columns. To do so, follow these steps:

1 In the Define Column window, click the Column Type arrow and choose Formula.

2 Type in a title for your column.

3 Click the Define Content… button.

4 Click on Columns to display the previously defined columns.

5 Choose the Budget column and click the Accept button to add the budget column to the formula.

6 Click the subtraction ( - ) button.

7 Choose the Actual column and click the Accept button to add the actual column to the formula.

8 Click the OK button to accept the formula for the column.

Operators for formula columns include, addition (+), subtraction (-), multiplication (x), division (÷), and parentheses for nesting calculations. If you are using a column in your formula, you may choose one of the column functions listed below:

• None - Performs no calculation on the column.

• Average - Calculates the average of a previously defined data column. Multiple average operators may be used within a formula. For example, a column may be defined as the average of column one plus the average of column two.

• Grand Total - Calculates the total of a previously defined data column. Multiple grand total operators may be used within a formula. For example, a column may be defined as the grand total of column one plus the grand total of column two.

• % of total -Calculates percent of previously defined column's total based on the current drill level.

• Subtotal of level n - Calculates the subtotal of a specific drill level in a previously defined column. Multiple subtotal operators may be used in a formula. For example, a column may be defined as the subtotal of drill level one divided by the subtotal of drill level two.


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Chapter 2 - Worksheet Definition Editor Using Date and Time Fields in Formula Columns

Using Date and Time Fields in Formula Columns

You can define a formula column to calculate the difference between any two of the following attributes or constants:

• Date only

• Date and time

• Time only

Alternatively, you can perform date and time-math calculations in a worksheet by selecting Date only, Date and time or Time only attributes or constants to define two separate data columns and then defining a formula column to calculate the difference between the columns.

Subtraction is the only arithmetic function available for use in date and time-math calculations. The calculated diference is displayed as a whole number of Days or Minutes, positive or negative, formatted for display to reflect the decimal setting defined for the worksheet column.

When you define your formula column, select either Days or Minutes in the Format area of the Define Column window to established how the results of the calculation is reported in your worksheet.

In addition, the number of days or minutes resulting from a date/time-math calculation can be referenced by a subsequent arithmetic calculation with non-date values. The results of any subsequent calculation will be rounded as necessary to display a value consistent with the decimal setting for the associated worksheet column.

Note: Time is ignored when a calculation is reported in days. Likewise, seconds are ignored when a calculation is reported in minutes.

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Expected Behavior of Date/Time-Math Calculations

In general, date/time-math calculations are performed by Horizon Performance Manager as follows:

The above represents the general calculation of date and time values for Days and Minutes. Sometimes, however, special handling may be necessary. For example, in certain cases, the data present (or not present) on the attributes you select for use in your date/time-math calculation may not allow for the calculation to be performed and reported in whole days or whole minutes. In other cases, an assumption has been made or a conversion has been performed in the calculation for reporting purposes.

Cases requiring special handling are discussed in the following pages of this section. As you continue through this section, you will find special handling rules for calculations in Days and Minutes, examples of date and time math calculations, informational notes regarding date/time math usage and a troubleshooting table to assist you in problem-solving if your date/time-math formula columns do not produce the results you expect.

Days = Date value for Attribute 1 minus Date value for Attribute 2

(Time values are ignored in the calculation.)

Minutes = Time value for Attribute 1 minus Time value for Attribute 2

(Date values are ignored in the calculation.)


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Special handling rules for calculating Days:

Days Rule 1: Both attributes must have a date value present or results cannot be calculated in Days.

Days Rule 2: If one or both attributes have a time value (as well as the date), ignore the time and use only the dates in the calculation. See Example 3 below.

Special handling rules for calculating Minutes:

Minutes Rule 1: In general, both attributes must have a time value or results cannot be calculated in Minutes. See Example 5 below.

Note the following exceptions to Minutes Rule 1:

• Exception A: If both attributes include date values (with or without time values) results are calculated in days, ignoring time, if any; then converted to minutes. See Example 7 below.

Then, only if both values have time as well, add the difference in time values to the number of converted minutes. See Example 2 below.

• Exception B: If only one attribute has a date and both have time values, ignore the date in the calculation and assume that the time values are on the same day. See Example 6 below.

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Examples of Date/Time-Math Calculations in Days and Minutes

Following are some examples of worksheet formula columns using date and time fields in calculations.

1 Define Column 1 and 2 with date attributes or a date constant. Define Column 3 as a formula column subtracting Column 2 from Column 1. The decimal precision for Column 3 is set to 2 places and the user has selected the calculation results to be in Days.

In this example, Column 3 displays three patient days and reflects the decimal precision of 2 for the column.

2 Define Column 1 as a formula column with a Date/time attribute and subtract from it another Date/time attribute. The calculation results should be reported in Minutes.

In this example, Column 1, a formula column, displays an elapsed time between admit and discharge of 4810 minutes. The result reflects the decimal precision of zero for the column.

When two Date/time attributes are subtracted from one another and the result is reported in Minutes, the calculation is performed in days, (time values are ignored) and converted to minutes, then the time values are subtracted from one another and added to the number of converted minutes.

3 The number of days resulting from a date and time formula can also be used in subsequent calculations.

For example, assume the results of the calculation in Column 1 (Date minus Date/Time) is subsequently multiplied by a numeric constant of .5 in Column 2. Both Column 1 and 2 are formula columns and are defined with a decimal precision of 1. The calculated results are reported in Days.

In Formula Column 1, the time value on the Check-in Date/Time field has been ignored in the calculation of the result.

Column 1 Column 2 Formula Column 3

Discharge Date Check-in Date Column 1 - Column 2

8/24/2000 8/21/2000 3.00 (Days)

Formula Column 1

Discharge Date/Time - Check-in Date/Time = # Patient Minutes

8/24/2000 2:00:00 PM - 8/21/2000 5:50:00 AM = 4810 (Minutes)

Formula Column 1 Formula Column 2

Discharge Date - Check-in Date/Time Column 1 x .5

8/24/2000 - 8/21/2000 5:50:00 AM = 3.0 (Days) 3.0 x .5 = 1.5


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4 Now, assume the same information as the example immediately above, except that the decimal precision for Column 2 is set to zero.

Since the decimal precision for Column 2 is set to 0, the calculated value for Column 2 has been rounded to the nearest whole number (up from 1.5 to 2) and is displayed with zero decimal places.

5 Date and time fields can also be combined with non-date values in a single formula as long as subtraction between the date and time fields occurs before any arithmetic operation with a non-date.

A single formula column, as shown below, can be created to obtain the same result as shown in the previous example. Data precision for the column is zero.

6 In this example, assume you want to determine the elapsed time in Minutes between a Time constant and a Date/time field. Data precision for the column is zero places.

In this example, the Date value is ignored in the calculation of the results in Minutes.

7 Assume you want to calculate the elapsed time in Minutes between two Date only values.

Since there are no time values present on the selected attributes, the calculation is performed in days and then converted to Minutes.

(3 days x 1440 minutes/day = 4320 Minutes)

Formula Column 1 Formula Column 2

Discharge Date - Check-in Date/Time Column 1 x .5

8/24/2000 - 8/21/2000 5:50:00 AM = 3.0 (Days) 3.0 x .5 = 2

Formula Column 1

Time Constant - Admission Time x .5

(11:00 AM- 5:50 AM) x .5 = 155 (Minutes)

Formula Column 1

Time Constant - Admission Date/Time

(11:00 AM - 8/24/200 5:50 AM) = 310 (Minutes)

Column 1 Column 2 Formula Column 3

Discharge Date Check-in Date Column 1 - Column 2

8/24/2000 8/21/2000 4320 (Minutes)

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Notes on Using Date and Time Values in Formula Columns

Note the following additional behavior when using date and time attributes in a formula column:

• When you choose to display the time only of a date/time attribute in a worksheet column, any calculation that references the attribute will be based on the date and time components of the attribute even if they are not displayed in the worksheet column.

• Date and time calculations that include a NULL value will display as zero.

For example, if Column 1 is defined as Discharge Date - Check-in Date, the associated drills will be displayed in Column 1 as shown below:

To exclude all encounters with missing discharge and check-in dates, qualify the worksheet using the Is Not Null option for Check-in date and Discharge date.

Encounter Admission Date/Time

Time Constant

Col. 1 - Col. 2 = Minutes

#1 Null 11:00 AM 0

#2 Null 11:00 AM 0

#3 Null 11:00 AM 0

Note: User-defined and custom object attributes defined as time only with no corresponding date element will assume a NULL for the date when used in a formula.


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Troubleshooting Table for Date/Time-Math Calculations

The following table has been prepared to assist you in troubleshooting those situations where your worksheet date and time-math calculation did not produce the results you expected.

Attribute 1 Attribute 2 Calculation Date/Time Difference In:

Is a result produced?

Comments

1 Date Date Days Y

2 Date/Time Date/Time Days Y Time is ignored in both Attribute 1 & 2

3 Date Date/Time Days Y Time is ignored in Attribute 2

4 Date/Time Date Days Y Time is ignored in Attribute 1

5 Date Time Days N

A Date value is not present on both attributes; therefore, calculation cannot be performed in Days

6 Date/Time Time Days N

7 Time Date Days N

8 Time Date/Time Days N

9 Time Time Days N

10 Time Time Minutes Y

11 Date Date Minutes Y Calculated in days; then converted to Minutes

12 Date Date/Time Minutes Y Time is ignored in Attribute 2. Calculated in days, then converted to Minutes

13 Date/Time Date Minutes Y Time is ignored in Attribute 1. Calculated in days; then converted to Minutes

14 Date/Time Date/Time Minutes Y Calculated in days, ignoring time values, then converted to minutes.

Since both values have time, add the difference in time values to the number of converted minutes.

15 Date/Time Time Minutes Y Date is ignore in Attribute 1; assumed that Time values are on the same day.

16 Time Date/Time Minutes Y Date is ignored in Attribute 2; assumed that Time values are on the same day

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17 Date Time Minutes N A Time value is not present on both attributes; therefore, calculation cannot be performed in Minutes

18 Time Date Minutes N

Attribute 1 Attribute 2 Calculation Date/Time Difference In:

Is a result produced?

Comments


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Chapter 2 - Worksheet Definition Editor Periodic Formula Columns

Periodic Formula Columns

Periodic formula columns are used to define an arithmetic formula in which periodic data will be calculated. Periodic columns can only be created using GL or Payroll data. A period-by-period calculation is especially useful when determining weighted averages or preserving seasonality in calculations. An example of this would be reporting salary expense by period when the number of hours fluctuates over time. For each period, the rate would be multiplied by the hours for that period. The values resulting from this calculation can be displayed in the periodic formula column as an average of all the periods or as the sum of all the periods.

To define a periodic formula column:

1 In the Define Column window, click on the Column Type arrow and choose Periodic Formula.

2 Type in a title for your column.

3 Click Define Content…. to display the Periodic formula window.

4 Select the category and the first data item you want. Choose whether you want to add (+), subtract (-), multiply (x) or divide (÷) the two data items that you have selected by clicking on the appropriate circle in the Operator box. You may choose one operator per column.

5 Select the next data item from the list on the right side of the window, or click Constant Value and enter a value.

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Chapter 2 - Worksheet Definition Editor Text Constant

6 Select how you want the data to be totaled. Click Sum to display the value of this column as the sum of all periodic data; click Average to display the value of this column as an average of all periodic data. If you choose to show periodic detail in your worksheet, this column will be displayed as the Total column. If you do not show periodic detail in your worksheet, this column will be the only one representing periodic data.

Other components of the window:

• Constant Value - Click this box if you want the data type that you selected from the list on the left to be added, subtracted, multiplied or divided by a constant number. Type the number in the box to the right.

• Dataset Reference Name - Type a descriptive name, such as 1997 Budget, for the periodic formula column. The name that you assign to this column should identify the type of data that it contains. Therefore, when you build your worksheet, the Dataset Reference Name will help you associate the correct dataset with this column.

• Qualify... Click this button to further specify your periodic data. These qualifications apply to both of the data items in your formula. See above on qualifying data.

Text Constant

A text constant column contains a text phrase, such as department name or a string of characters that you specify.

Numeric Constant

A numeric constant column contains a number you specify.


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Chapter 2 - Worksheet Definition Editor Date Constant

Date Constant

A date constant column contains the Date, Date/time or Time only that you specify.

Note the following formats:

• Date dd/mm/yyyy

• Date/time dd/mm/yyyy hh:mm

• Time only hh:mm

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Chapter 2 - Worksheet Definition EditorUsing Full-Time Equivalent (FTE) Calculations in Column

Definitions

Using Full-Time Equivalent (FTE) Calculations in Column Definitions

Integration of FTE-related data into the Horizon Performance Manager data warehouse initiates various computations. Understanding the results of these computations can be useful when you use FTE data types in your worksheet column definitions. The Financial/GL and Payroll categories include the following data types that contain FTE information.

Financial/GL Data Types

Entity/FTE Hours Per Day This field is populated during the data integration process and represents the default value used in the calculation of full-time equivalents.

Department/FTE Hours Per Day This field is populated during the data integration process. FTE calculations can be customized to be department specific by using the more precise hours per day calculation from this data item.

Dataset Statistics/Fiscal FTE Hours Equivalent

This is a derived field. When selecting this field, calculations will be made using Department/FTE Hours Per Day. If Department/FTE Hours Per Day is null, calculations will use data from the Entity/FTE Hours Per Day field.

Payroll Data Types

Entity/FTE hours Per Day This field is populated during the data integration process and represents the default value used in the calculation of full-time equivalents.

Position/Job Code FTE Hours Per Day

When performing calculations, data will be used first from the Job Code field and, if null, from the Department field and finally from the Entity field.

Dataset Statistics/Fiscal FTE Hours Equivalent

This is a derived field. When selecting this field, calculations will be made using data from Job Code FTE Hours Per Day. If Job Code FTE Hours Per Day is null, calculations will use data next from the Department/FTE Hours Per Day field and finally from the Entity/FTE Hours Per Day field.


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Chapter 2 - Worksheet Definition Editor Column Formatting

Column Formatting

From the Define Column window, shown below, you may apply various formatting options to you column.

Title - Enter a title for the column by typing up to five lines. Press the Enter key to leave a blank line. Align the lines to the left, right or center of the column. If you defined periodic columns, one of the lines will be reserved for the period name.

Prefix - Enter a character or string of characters to precede the data in a column, for example, a dollar sign.

Suffix - Enter a character or string of characters to follow the data in a column.

Decimals - Specify the number of decimal places to display and use in calculations.

Align Data - Select left, center or right to align column data.

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Chapter 2 - Worksheet Definition Editor Column Formatting

Footing - Subtotals for formula columns may be calculated by adding data across or down the column.

Calculate Date/Time Differences In - use to determine whether your date and time formula columns are calculated and displayed in Days or Minutes.

Width - Specify a number of characters, or allow it to be determined by the width of the data. You can also change the width of a column by clicking on and dragging the grid line from the Worksheet Definition Editor window.

Hide - Select this option if you do not want to display the column. Typically, this feature is used for columns that will be referenced later in a formula. Columns you designate as hidden are not included in a worksheet you export as ds.Pathfinder, Horizon Business Insight Reports or as a Text file type. Hidden columns are included in worksheets exported as a Horizon Business Insight Highlight file type.

Mask for Print and Export - Select this option to de-identify the data in this column when the worksheet is printed or exported. This option is saved as part of your worksheet definition, but it can be overridden when you print or export the worksheet. Overriding the settings when you print or export does not change the settings saved in the worksheet definition. If this option is unavailable (appears dimmed), the data you have selected for the worksheet column cannot be masked. For a complete list of data available to be masked, refer to Appendix B of this manual.

Formatting columns for Distributed Worksheets

The following column format options provide functionality useful when you intend to build a distributed worksheet from the worksheet definition. Be sure these options are selected to allow editing in your worksheet. Note also that your worksheet must be built as a model worksheet.

Allow Editing of Existing Rows - by default this option is selected. When selected, this option allows all existing rows for the column to be modified. (New rows are not affected.) Remove the check if you want all existing rows to be read-only.

Allow Editing of New Rows - by default this option is selected. When selected, this option allows all new rows for the column to be modified. (Previously existing rows are not affected.) Remove the check if you want all new rows to be read only.

You do not need to select both of the above options. However, you must format at least one column definition to allow editing of new rows (the checkbox is selected) in order to enable the option to Add New Account rows and/or Add New Job Code rows when you build the worksheet for distribution. (See page 5-3.)


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Chapter 2 - Worksheet Definition Editor Worksheet Definition Format Options

Worksheet Definition Format Options

The options discussed below can be used when you create a new or modify an existing worksheet definition. Once defined, you can build the worksheet immediately or save the definition for future use. These options can be accessed from the menu bar on the Worksheet Definition Editor window.

Print/Display Formatting Options

When you create a worksheet definition, you can select print/display formatting options and save them as part of your worksheet definition. These option apply to printed worksheets as well as worksheets displayed on your monitor. If you change any of these options, you must rebuild the worksheet to see the results.

To access the options discussed below, choose Format/Print/Display Formatting from the menu bar on the Worksheet Definition Editor window.

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Chapter 2 - Worksheet Definition Editor Edit Worksheet Header and Footer Options

Suppress Zero-Filled Rows - Select this option to suppress printing and display of data rows where all underlying values for all periods are either NULL or zero. The suppression option takes place at the underlying data level. For example, where a worksheet column is defined to display a total for a data item from various periods, the row will be suppressed only if the data item in every period is equal to zero. The row will not be suppressed if the sum of non-zero data items in each period nets to zero. The option is available for rows defined as either Single Row/Data or Entire Drill Level-Data.

Display Thousands/Display Millions/Display Billions Format - Select one of these options to print or display the numbers in your worksheet in the chosen format. These options works at the underlying data level. Each data item in the worksheet will be divided by one thousand, one million or one billion based on your selection. The decimal format you have chosen for the corresponding column definition will be applied. The resulting number is used, based on the column definition, to arrive at the number displayed in the completed worksheet. (These options cannot be used with a worksheet that references Phase attributes.)

Display Negatives in Parentheses - Select this option to print or display negative numbers in parentheses rather than preceded by a minus sign.

Edit Worksheet Header and Footer Options

These options allow you to create and change the headers and footers on your worksheet. When you save the worksheet definition, the headers and footers will be saved as well and will appear on worksheets built from the definition.

Worksheet headers and footers appear at the top and bottom of all worksheets and printed report pages. Once you have selected the header or footer option, type the text as you want it to appear. Choose to align it in the center, or to the right or left. Create blank lines by pressing Enter.

Use the Delete button to erase an existing header.

Row Label Width

Select Row Label Width to set the width as fixed or best fit for the data in the rows of your worksheet. Your selection will apply to all the rows in the worksheet.


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Chapter 2 - Worksheet Definition Editor Other Worksheet Options

Other Worksheet Options

These options allow you to define data for your worksheet. In addition, you can check your worksheet definition to determine if the resulting worksheet will meet your distribution and export needs.

Data References

Select this option to set up default datasets for each of the data references in this worksheet. The data references can be changed later when you build the worksheet.

Qualify Worksheet

When you select Qualify Worksheet you can limit the data in your report to a specific portion of each dataset before you build the worksheet. The default qualification you set and save as part of your worksheet definition can be changed when the worksheet is built.

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Chapter 2 - Worksheet Definition Editor Limit Cross Encounter Event Data

Limit Cross Encounter Event Data

Limit Cross Encounter Event Data is designed for use when reporting on cross encounter events which have been created in Horizon Performance Manager’s Encounter Analysis. This option allows you to choose whether your cross encounter event worksheet includes data from only the initial encounters or only the subsequent encounters. For more information on how to use this option, refer to the Horizon Performance Manager Encounter Analysis Guide.

Check for Distribution

In some instances, for example, during the budgeting process, you may want to create a worksheet and distribute it for review by others in your organization. Select this option to check if the worksheet built from this definition can be distributed. If the worksheet cannot be distributed a specific reason will be supplied.

Check for Add Rows

This option, which is especially useful during preparation of a distributed budget, checks the definition to see if rows can be added in a worksheet built from the definition. If rows cannot be added, the reasons will be listed when you choose this option. For more information, see Add New Account and Job Code Rows on page 5-3.)

Check for Horizon Business Insight Highlight Export

If you intend to export your worksheet to Horizon Business Insight for use as a highlight, select this option to determine whether or not your current definition meets the required criteria.


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Chapter 2 - Worksheet Definition Editor Save the Worksheet Definition

Save the Worksheet Definition

Once you have created a worksheet definition, you need to save it.

After completing the definition, click OK and the Save Definition As window shown below will be displayed. This option can also be accessed from the File menu.

You must select the library and folder where your worksheet definition will be stored. If you previously selected a library or folder it will be highlighted for you. You may change the selection at this time. You may also create a new library or folder if necessary. To do so, right click on the Library or Folder window and choose the New Library or New Folder option from the pop-up box.

Once you have chosen a library and folder, enter a name for the definition in the Name: box and click OK. The definition will be listed in the worksheet window of the Worksheet Manager in library and folder you selected.

Once you have saved your definition, you can build worksheets from the definition by selecting the datasets, data samples and/or groups you want to use.

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Chapter 2 - Worksheet Definition Editor Save the Worksheet Definition


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Chapter 3 - Grouping

When you group data, you define the criteria whereby data of the same type can be assembled for use in a worksheet. For example, you might want to group specific departments from several entities, based on the type of service that they provide. Grouping makes the data selection process easier when you design or build a worksheet. If data has already been assigned to groups, you can define the rows of the worksheet simply by choosing the group definition as your drill level, rather than individually defining each row of your worksheet.

Once you have created your group, you can use the group definition or the individual rows within the group as data selection and qualification criteria in your worksheet. In addition, the group or group row data can also be used with And/Or operators to form complex expressions. You can also use data fields that are unrelated to your group when creating data selection/qualification expressions.

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Chapter 3 - Grouping Create a Group

Create a Group

To create a group, select Grouping from the Reporting & Presentation/Utilities menu found on the Horizon Performance Manager main window. To begin, specify the criteria that define the group, then save it in a group definition. When defining contents for a worksheet, groups appear in the window to the right of the categories under the label Group. Once you select Group, all the available saved group definitions will be displayed; choose one from the list.

Each group definition contains groups of one type. For example, you might have a definition that groups accounts and another that groups positions. Each group within a definition is labeled for identification. This label will be displayed as the row title if the group is used as a drill level in a worksheet.


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Chapter 3 - Grouping Components of the Grouping Window

Components of the Grouping Window

• Data Item to Group - Select the type of data that you want to group together. You can group any of the following data types:

- Account Periodic Values

- Component

- Department

- Encounter

- Entity

- Facility

- Position

- Service Item

Each group definition contains groups of one type. You might have a definition that groups accounts and another that groups positions. Each group within a definition is labeled for identification. This label will be displayed as the row title if the group is used as a drill level in a worksheet.

• Group Definition Name - Type a descriptive name for your group definition. You may also save an existing group definition with a new name, or you may simply rename it by typing a new name. You are then prompted to save it as a new definition or rename it.

When you save an existing group with a new name or rename it, you become the owner of the new group. This is a useful option when you want to make modifications to a group that you do not own so you can use it in a worksheet.

Click the Shared box if you want the grouping to be available to other users.

• Report Order - This number represents the order in which the group will be displayed in worksheet rows. You can change the order by selecting the number and typing a new number over it.

Note: Worksheet Build selects the appropriate group definition for use in your worksheet based on the name you give the group when you define it. Consequently, if you revise a group definition and build a worksheet (or rebuild an existing worksheet) that uses that group definition as data selection or qualification criteria, the revised group data will be displayed in your worksheet. If you delete an existing group and create a new group with the same name, Worksheet Build will use the newly developed group definition and associated row data in your worksheet.

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• Assign Order - Used to determine which criteria to test the data record against first when records cannot appear in more than one group. Data records will be assigned to the first group that its criteria match. To report data records most accurately, groups with lower assignment order numbers should have a selection that is more specific. For example, a group with an assignment order of 1 might contain account 102, 110 and 140, while a group with an assignment order of 2 will include accounts 100-150, and a group with an assignment order of 3 will contain all accounts greater than 150. Each group becomes successively less specific than the one before it.

Sometimes a data record will match more than one group's selection criteria. In that case, that data record would be assigned to the group with the lowest assignment order number. However, if you want a record to be assigned to every group that it matches, you can check the box at the bottom of the window entitled Allow records to be assigned to more than one group. This, for example, would be appropriate for responsibility reporting.

• Label - Type a descriptive title for the group. This title will be displayed as the title of the row when you use the group in a worksheet.

• Selection Criteria - Selection criteria lists the criteria by which data records are tested.

Click on the Select Data option to establish your selection criteria.

• New Row - Accepts the data in the current row and allows you to define another one.

• Clear - Deletes the selected row in the group definition.

• Assign - Associates a group definition to a dataset. Assign is used once when the entire definition has been completed. When chosen, you will be prompted for a dataset to assign. The same definition can be assigned to more than one dataset.

Before a group can be assigned to a dataset, it must meet both of the following conditions:

- It must be complete. In other words, it must have a Group Definition Name, a Data Item to Group, and an Assign Order, Report Order, Label and Selection Criteria.

- It must be saved.


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Groups must be assigned to data tables, depending on the type of data in the group:

- For example, account data must be assigned to a chart of accounts table. This group can then be used to access data from all the datasets that are associated with that chart of accounts table.

- Encounter groups and position data are unique. They will not be associated with any tables; but will always be assigned directly to specific datasets.

Example

Suppose you were grouping departments from different entities, based on the type of service they provide. All the groups in your definition would be based on Department. You might call the group Radiology and specify the various radiology departments across the entities in which you were interested. Assuming that the radiology departments do not all have the same department number, the selection criteria would be something like (Entity A, department 8060) or (Entity B, department 6070) or (Entity C, department 6070). Each radiology department would then be selected and represented in your group. When using this group to supply data for a worksheet, the data for all departments would be combined in one row.

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• Detach Group Apply - Check this box to apply a group and continue to do other work in Horizon Performance Manager while the grouping job runs in the background. (You cannot open a group while it is being applied.) When the job has successfully detached, a confirmation is displayed. You are notified again when the job has completed.

Information about your group apply job is displayed in Job Viewer. In addition, an audit log file is produced upon completion of the job.


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Chapter 4 - Sampling

Sampling allows you to create a subset of one or many datasets. The resulting samples appear with all other datasets in lists, and they can be used for reporting. In addition, by using data sampling, your worksheets will build more quickly. For example, you could create samples that allow you to report on the following:

• all encounters with a specific DRG

• all encounters that use a specific department

The following table illustrates some of the differences between sampling and a data selection:

Sampling Data Selection

Used with or instead of datasets. Used with datasets.

Interactive; identifies selected data before worksheet is built.

Identifies selected data as worksheet is being built

Includes all related data for a record that matches your criteria e.g. all data about an encounter that uses Department 6070.

Includes only the data in a record that matches your criteria e.g. only data applicable to Department 6070.

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Chapter 4 - Sampling Sampling

Sampling

To create or modify a sample:

1 From the Horizon Performance Manager main window, select Reporting & Presentation/Utilities and click Sampling to bring up the window shown below.

Data sampling is used to create a subset of encounter data from one or more datasets. The icons next to the sample names reveal whether or not the samples have been applied to any datasets:

Indicates that the sample has been applied to the dataset.

Indicates that the sample has not been applied to a dataset, or that it has changed since it was last applied.

To reapply a sample when your dataset has been modified or updated, click Update in the Options menu.


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2 To create a new sample, select New from the Sample menu or click on a sample shown in the list and choose Open from the Sample menu. This will bring up the Edit Sample window shown below.

3 Type a name for the sample in the Name box.

4 Click the Shared box if you want other users to be able to use this sample.

5 Choose one or more datasets from which the sample will be created. The Encounter Count: box displays the number of encounters in the datasets.

6 Click New to enable the Select Data button.

7 Click Select Data to define the criteria for one iteration via Data Selection. An iteration is the process of applying a data selection criterion to a specified data set.

To define data for the sample, first select the Category you want to use, then select a data type within the category. Click Accept and OK to exit the Data Selection window and return to the Edit Sample window.

You can choose a single iteration or multiple iterations and apply them in the order you choose in order to control the size of your sample.

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In addition, you can choose to formulate an iteration as an exclusion by selecting the Exclude data selected in this iteration checkbox that is located below the Iterations: box on the Edit Sample window. To do so, highlight the iteration, select the checkbox and click Accept.

For example, if the Exclude data selected in this iteration checkbox is selected and your iteration is displayed in the Iteration: box as:

Exclude Encounter checkin date = 6/1/01

then, the sample, when applied, will include all encounters that have a checkin date that is not 6/1/01.

8 Click Accept on the Edit Sample window to accept the iteration as shown in the box.

9 Determine whether you want to apply your sample in attach or detach mode.

Detach Sample Apply - Place a checkmark in the box to apply your sample in detach mode. You can continue to do other work in Horizon Performance Manager while your job runs in the background. (You cannot open the sample while it is being applied.)

Remove the checkmark from the Detach Sample Apply box to apply your sample in attach mode. When you apply a sample in the attach mode, exclusive reservations are placed on the dataset being reference. You cannot continue working in Horizon Performance Manager in this mode.

10 Click Apply.

If you checked the box to Detach Sample Apply, a message is displayed when the job has successfully detached. Click OK to continue.

11 When the apply has completed, click OK to close the Edit Sample window.

Encounter Count - This box keeps track of how many encounters match the criteria in the iteration. As each iteration is applied, you will note a reduction in the number of encounters shown in the Encounter Count box. This allows you to monitor the size of your sample. You can apply all iterations at once or apply your iterations one at a time, by highlighting it, and note the effect on the size of your sample as each iteration is applied. To delete an iteration after it has been applied, highlight it in the Iterations: box and click Delete.

Information about your sample apply job is displayed in Job Viewer. In addition, an audit log file is produced upon completion of the job.

Print - prints information about the sample

Notes - adds a note to the sample.

Note: If you ran the apply job in attached mode, other users cannot access the datasets until you click OK to release the reservations.


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Chapter 5 - Building a Worksheet

The worksheet definition is used to build or generate a worksheet by applying the definition to a dataset. Actual and budget datasets stored in the Horizon Performance Manager database are used to build the worksheet. You specify the records you want included in the worksheet. Choosing to see only some accounts, for example, may be more efficient and can make modifying and printing faster. Limiting the number of accounts will also produce a more concise report.

If datasets were assigned to the worksheet when it was defined via Dataset References, they will be listed under the dataset reference name when you build the worksheet. You can use those datasets or you can remove them and choose other datasets to use. To select different datasets and further trim your criteria, click on the Select Data… button to specify a subset of the data you already selected.

If you want to manipulate data after the worksheet has been built, check the box labeled Build as Model Worksheet. If this box is not checked, you will not be able to modify the data in the worksheet. You cannot build a model worksheet if your worksheet includes clinical data, has single row drill levels, group drill levels that reference a group with the Allow Duplicates box checked or has Print/Display Formatting defined to display in thousands, millions or billions.

You may build a worksheet at the time you create or edit the definition by clicking on the Build Worksheet button in the Worksheet Definition Editor. To build a worksheet at another time, select the definition from your list of Worksheets and Definitions, then click the Build button on the toolbar; or, from the File menu, select Build. If the worksheet definition is already open, click the Build Worksheet button.

The Build button looks like this:

This will bring up the Build Window as seen on the next page.

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1 Type a name for the worksheet in the Worksheet Name box. The worksheet definition name is used by default.

2 Select a data reference.

3 Select the datasets and/or samples in the Data box that you want to associate with the data reference. You can filter the list of objects displayed in the Data box. To do so, select Datasets, Samples or Populations.

4 Click Add to add the datasets to the list.

5 Continue these steps for each reference name, until you have chosen all the datasets that you want represented in the worksheet.

6 To remove datasets, select them from the Reference box and click Remove.

7 You can limit the data in this worksheet by clicking on Select Data... where you can specify the portions of the datasets you want to see.


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8 Click on the applicable options shown below the data reference window:

• Build as a Model Worksheet - Select this option if you want to be able to modify this worksheet after it is built. If this box is not checked, the worksheet will be built as a read-only worksheet. You cannot build a model worksheet if your worksheet includes clinical data, has single row drill levels, group drill levels that reference a group with the Allow Duplicates box checked or has Print/Display Formatting defined to display in thousands, millions or billions.

• Detach - This option is selected by default. It allows you to do other work within Horizon Performance Manager while the worksheet builds. It is recommended that you select this option most of the time. If you detach from the worksheet build process, you will be notified when it is finished. You may also see a list of all detached processes in the Job Viewer. If you choose not to detach from the job, you will be unable to use any other Horizon Performance Manager applications while the job is building.

• Limit Cross Encounter Event Data - This option allows you to limit the cross encounter event data that is displayed in your worksheet. You can choose to display only Initial Encounters or only Subsequent Encounters in worksheet columns. This option is also available in the Worksheet Definition Editor. If you established a limit when you created your worksheet, the Worksheet Build window displays your existing setting. Resetting the option from the Worksheet Build window overrides the previous setting.

• Reapply Groups if Outdated/Reapply Samples if Outdated - Groups and samples may contain data that is outdated and no longer match the data in the dataset. To have the information contained in your groups and samples updated so that it matches the information in the database, click these buttons. Note that updating groups and samples will increase your worksheet processing time.

• Add New Account rows/Add new Job Code rows - Allows you to add new account and/or job code rows to the worksheet. This is particularly useful in the budgeting process (especially distributed budgeting). The Add new Job Code rows is intended for use with job code level payroll budgeting rather than with position level budgeting. Note, however, that when you select this option, a default position code is automatically created for each new job code. Default position codes are named as follows: ![jobcodename].

In order to use these options you must choose to build a model worksheet. In addition, your worksheet definition must include only the required drill levels in the correct order. (See page 2-5.) Also, when you created your worksheet definition, you must have formatted at least one column definition to allow editing of new rows in order to enable the Add New Account rows and the Add New Job Code rows options. (See page 2-46.)

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9 If you want to export this worksheet to ds.Pathfinder, Horizon Business Insight or to a text file, click on the Export button. You can also burst the worksheet with this option. Once you select this option and click OK on the Export window, the export button remains selected, signifying that the worksheet will be exported. If you change your mind and do not want to export the worksheet, click the Export button again to cancel the export. For more information, see “Exporting Worksheets” on page 7-1.

10 When you are satisfied with the datasets, click the Build button to create the worksheet; or, from the Worksheet menu, click Build.

Alternatively, you can click the Save button (or from Worksheet menu, click Save), to save the options and build the worksheet later. You may also want to use this option if you are modifying a worksheet definition that is scheduled to be built later.

If you want to select a different worksheet definition to build, click the New button (or from Worksheet menu, click New).


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Chapter 6 - Using Worksheets

Once you have built a worksheet, it will be displayed in a spreadsheet format with rows consisting of first drill level with a report total at the bottom. There are various ways to use the data.

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Chapter 6 - Using Worksheets Worksheet Functions

Worksheet Functions

Use the buttons or the menu bar to perform the following functions.

Worksheet Button Bar

The following functions are available by clicking the corresponding button at the top of the window:

The up and down arrows are used to navigate through the drill levels. To drill down to the next level of detail, highlight a row and then click the down arrow. You can return to the previous level by clicking the up arrow. You can also double click on a row title to drill down to more detail.

Opens Encounter Viewer. Encounter Viewer may be launched only from an Encounter Code or Encounter Name drill level. One or more encounters must be selected. Encounter Viewer will display the complete record for the highlighted encounters.

Displays all drill levels in a single window.

Allows you to write or read a note associated with this worksheet.

Creates a graph of the worksheet.

Prints the worksheet.

Opens the Worksheet Help window.


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Chapter 6 - Using Worksheets Worksheet Menu

Worksheet Menu

New Worksheet -- takes you to the Worksheet Definition Editor where you can create a new worksheet definition.

Open -- opens another worksheet.

Save -- saves the worksheet, including any modifications you made to the data or definition, for later use. It does not change data in the dataset.

Save As -- copies the worksheet and renames it.

Lock -- locks other users out of a worksheet while you edit it.

Build -- lets you rebuild this worksheet, giving you an opportunity to change datasets.

Export -- creates a file, based on this worksheet, which you can export to ds.Pathfinder, Horizon Business Insight Highlights, Horizon Business Insight Reports or as a text file for use in other spreadsheet applications. (Select this option to export all data included in your worksheet. Export can also be accessed from Worksheet Manager and the Worksheet Build window. For more information, see “Exporting Worksheets” on page 7-1.

Export Current Drill - creates a text file, based on the drill level currently displayed in your worksheet. Files exported using this option cannot be used in ds.Pathfinder or Horizon Business Insight. For more information, see “Exporting Worksheets” on page 7-1.

Refresh -- retrieves the changes since the last save. This option is active once you change some data in the worksheet or add a note.

Page Setup -- specifies a page format for the worksheet.

Print -- prints the worksheet. To print only a portion of the worksheet, select the rows and columns that you want to print by selecting them.

Print Using Definition -- displays a list of the definitions associated with the current worksheet. Once you select a definition, the Print window opens and you can print the current worksheet with the settings in the definition or change any of the settings for this session only.

Information -- displays a summary of information about the worksheet, its drill levels and the tables used to build the worksheet.

Notes -- Allows you to write or read a note associated with this worksheet.

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Chapter 6 - Using Worksheets Worksheet Edit Menu

Worksheet Edit Menu

Copy - copies the values in the selected rows, columns, or cells.

Paste - inserts the values you previously copied. When pasting columns, this option pastes from the highest drill down to the lowest drill, resulting in changes to the values at the lowest drill level. For more information on this option, refer to the section of this guide entitled, "Modifying Data in a Worksheet."

Paste at Lowest Level - available only for pasting columns. This option allows you, when pasting from the highest drill level, to insert from the bottom up. The lowest drill level will be pasted first and all values will be aggregated up through the various drill levels in the worksheet. This is useful in budgeting situations where you have a formula column containing the desired budgeting results, and you want to copy from this column to a data column to enable committing the changes back to a data set. For more information on this option, refer to the section of this guide entitled, “Modify Data in a Worksheet” on page 6-8.

Add Row - enables you to add account and/or job code rows.

Delete Row - enables you to delete account and/or job code rows added via the previous option.


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Chapter 6 - Using Worksheets Worksheet Options Menu

Worksheet Options Menu

Drill -- drills down to the next level of detail for the selected row. To drill down, there must be row sorts below the selected row, and those row sorts must contain data.

Return -- returns to the previous level of detail after you have drilled down.

Graph -- graphs the selected rows, columns, or cells. For more information on this option see the section on Graphs.

Rank -- sorts the worksheet data based on the data in a column. You must first select a column by highlighting it. When you use Rank, your selections will not be saved after you close the worksheet.

• Ascending or Descending sorts column data in ascending or descending order. Date or date/time columns are sorted in ascending or descending order first by year, then by month and day.

• Ascending Month/Day or Descending Month/Day sorts date or date/time columns in ascending or descending order first by month and day with year as a secondary sort criteria applied to dates that include the year. Where time data is also displayed, column data will be sorted by month and day then by year as above, and finally by time.

Note the example of Ascending Month/Day shown below:

01/01/1995

01/07/1992

01/07/1997

View - includes the following options:

• Display All Drill Levels displays all drill levels at once, in one window, or displays reference columns that would normally be hidden. If you choose this option you will not be allowed to rank columns, graph or copy rows, columns, or cells in the worksheet.

• Cascade can be toggled on or off. If it is off, it shows one drill level at a time and you can drill up or down to the other drill levels. If it is on, each level you drill into will be displayed in a separate window.

• Display Hidden Columns allows you to display columns that were previously hidden.

• Hide Columns allows you to hide one or more selected columns.

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Chapter 6 - Using Worksheets Worksheet Data Menu

Worksheet Data Menu

The following functions are discussed in more detail in the following sections of the guide.

Modify -- changes the data in selected cells of a worksheet.

Periodic Spread -- spreads values in selected cells across periods.

Commit -- saves your changes in the worksheet and in the original dataset.

Encounter Viewer - launches Encounter Viewer where you can display encounter data that occurs in your worksheet.


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Chapter 6 - Using Worksheets Graphs

Graphs

After you build a worksheet, you can analyze your data in several graphing formats.

• First select the rows, columns or individual cells that contain the data you want to graph. To select an entire row or column, click on the title of that row or column. You can select adjacent rows, columns or cells by clicking and dragging across the area that you want. If you want to select nonadjacent rows, columns, or cells, hold down the shift key and click on the cells that you want.

• Then, choose Graph from the Worksheet Options menu and select the type of graph that you want. The type of graph you choose will depend upon the type of data in your worksheet and how you want to present it. The following graphs are available:

Area - Area graphs emphasize the amount of change in data over a period of time. They are well suited to illustrate how periodic data changes over time, and how it compares to the changes of other data.

Bar - Bar graphs compare the values of data items. For example, you can use a bar graph to compare the revenue, expense or net income of several departments for a given year.

Line - A line graph illustrates the change of periodic data. Rather than emphasizing the amount of change, as an area graph does, line graphs accentuate the rate of change.

Pareto - Pareto graphs present your worksheet data in descending order and indicate the rate at which the data is accumulating toward 100 percent.

Pie - Pie graphs compare proportions or parts of a total. You could use a pie graph to display the percent that each department contributes to the net income. Only one row or column can be displayed at a time in a pie graph.

Scatterplot - A scatterplot graph plots data as X, Y coordinates. This type of graph is useful for identifying trends between independent and dependent variables, such as expense versus length of stay within a department.

Stacked Bar - Like a pie graph, a stacked bar graph can show proportions of a total. Unlike a pie graph, however, you can view multiple worksheet rows and columns of data simultaneously.

Stacked Line - Stacked line graphs place emphasis on the rate of change, but also show change. Both the presentation of data and use are similar to those of area graphs.

Step - Step graphs combine the features of line and bar graphs.

Click Flip to switch the X and Y axes. If a graph is too long to be displayed on one window, click the Next or Prev buttons to scroll forward or backward along the Y axis.

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Chapter 6 - Using Worksheets Modify Data in a Worksheet

Modify Data in a Worksheet

If you build a model worksheet, you can then modify the data within the worksheet. When you modify the value of one cell in a worksheet, other cells may also be affected. At the very least, changing a cell's value would influence rows that use that cell to calculate a total. If the modified cell is in the top level of a row defined as a drill level, then all the values below that level will be recalculated; if the changed cell is below the top level, the change will percolate up and down.

You may change the data in a cell through several methods:

1 Delete it and enter new data.

2 Select data from another cell and use the right mouse button to copy it to the clipboard. Move your cursor to a different cell and use the right mouse button again to paste it into a new location. It will replace any data already in that cell.

3 Use the Modify option, found in the Data menu or by using the right mouse button.

4 Use Periodic Spread..., found in the Data menu.


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Chapter 6 - Using Worksheets Modify a Cell

Modify a Cell

To modify a worksheet cell, first select a cell, a group of cells, or a whole column, then select Modify… from the Data menu. The following options can be modified:

1 Value - Enter a number by which to change the data.

2 Type - Indicate whether the value represents an amount or a percentage.

3 Modification

• Increase or decrease the current amount in each cell by the amount or percentage you entered.

• Replace the current amount in each cell with the amount you entered.

• Multiply or divide the current amount by the amount or percent you entered.

4 Target for change- Where a cell represents more than one period's data, you can choose Cell value, Payroll or GL Period, or Payroll dates to which the change will apply:

• Cell value - Modifies total of values that contribute to the period by the value you specified, in the same proportion as existed before. This change applies to all the periods defined for the value, as shown in the From and To range.

• Payroll or GL Period - The description you see will depend on the data you selected. This will modify each period individually by the value you specified. You can use the From and To dates to specify the periods that should be affected by the change.

• Payroll dates - You can use any payroll date column defined for the worksheet. The payroll date is the start date for the range, which continues to the end of the fiscal year. This end date is displayed after the label To:. This will modify each period individually by the value you specified. If you have selected multiple columns and their periods do not match, you can only change cell values.

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Example

To illustrate the scope of the changes associated with modifying one cell, consider the following example. The first sample shows a worksheet with drill levels of Entity, Department and Account. The values in columns P1 through P4 represent data, and the Reg Hrs column represents the total regular hours.

The Original Worksheet Data

Entity Reg Hrs P1 P2 P3 P4

Entity 1 100 25 20 30 25

Entity 2 500 100 100 120 180

Entity 3 440 180 130 25 105

Grand Total/Average 1040 305 250 175 310

Department detail for Entity 3 Reg Hrs P1 P2 P3 P4

Department 1 120 60 20 0 40

Department 2 320 130 90 30 70

Department 3 0 -10 20 -5 -5

Total/Average 440 180 130 25 105

Account detail for Entity 2 Reg Hrs P1 P2 P3 P4

Account A 120 60 30 10 20

Account B 100 20 40 10 30

Account C 100 50 20 10 20

Total/Average 320 130 90 30 70


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In this example, you have changed the Reg Hrs value for Department 2 from 320 to 160. Values that have been modified are bold and italicized. The calculation for spreading the new value across the time periods is:

Original Entity 3 Department Detail

Modified Entity 3 Department Detail

The values in the Total/Average row are then allocated to the account detail rows using the calculation:


Department 1 120 60 20 0 40

Department 2 320 130 90 30 70

Department 3 0 -10 20 -5 -5

Total/Average 440 180 130 25 105


Department 1 120 60 20 0 40

Department 2 160 65 45 15 35

Department 3 0 -10 20 -5 -5


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Original

Mofified

To complete the change, the periodic values in the Grand Total/Average row at the entity level are now recalculated:

Original

Modified


Account A 120 60 30 10 20

Account B 100 20 40 10 30

Account C 100 50 20 10 20



Account A 60 30 15 5 10

Account B 50 10 20 5 15

Account C 50 25 10 5 10



Entity 1 100 25 20 30 25

Entity 2 500 100 100 120 180

Entity 3 440 180 130 25 105



Entity 1 100 25 20 30 25

Entity 2 500 100 100 120 180

Entity 3 280 115 85 10 70



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Chapter 6 - Using Worksheets Periodic Spread

Periodic Spread

The periodic spread function is used to apportion data across time. In the worksheet, you can select a cell, row, or column of data, such as a total column, that represents more than one period of data. Use one of four methods to spread the data across the time period it represents.

From the worksheet, select the data you will spread by selecting a cell, row or column.

Value - Enter the value to be spread.

Method - Choose a spread method.

• Proportional - Divides an amount across the date range in the same average proportion as was found in the statistical datasets. You will select the statistical datasets you want to use from a list.

• Even Distribution - divides an amount evenly across a date range.

• Days in Period - Spreads an amount into selected periods based on the proportion of the number of days in each period to the total number of days in the range.

• User Supplied Statistics - Spreads an amount into selected periods based on a statistic that you enter, or copy and paste from a worksheet.

Save the Data

You can save a worksheet in which you modified data without changing the date in the dataset. In that case, you have created a model that can be used for analysis. Such a model can be modified as many times as you want, without affecting the current data.

To incorporate the changed worksheet data back to the dataset, you must use the Commit function.

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Chapter 6 - Using Worksheets Commit the Data

Commit the Data

This is a way of updating the data in a dataset. When you commit, only the data to which you have modify access will be committed to the datasets. For example, if you only have modify access to department 400 out of all the departments in your worksheet, then only data for department 400 will be committed back to the datasets.

The following are components of the Worksheet Commit window:

• Datasets - For all the data in this worksheet, lists the reference names and the datasets associated with them.

• Changes Since Build or Commit - This column will contain Yes or No to indicate whether or not the data in the dataset has been changed since the worksheet was built or committed.

• Commit - Click the Commit button to save your worksheet changes to the datasets listed.

• View Changes - Displays a list of the tables associated with the datasets included in your worksheet and indicates which tables have been modified since your worksheet was built.


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Chapter 6 - Using Worksheets Printing Worksheets

Printing Worksheets

When you have completed your worksheet, you can print it to any Windows default printer. A variety of print selections related to your printer setup, page setup, headers and footers and page order are available. You can also choose to suppress printing of selected rows. Finally, you can save and name your print settings as a print definition for use with the current worksheet or with worksheets you generate in the future.

Choose your print settings from the Worksheet window.

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Chapter 6 - Using Worksheets Print Settings

Print Settings

From the Worksheet window, choose Worksheet Print to display the Print window.

The following options are available from the Print window:

Printer: The current printer is displayed.

Number of Copies: The default number of copies is 1. Click up or down arrows to increase or decrease the number of copies you want to print.

Page Range: Choose from among the following options.

• All - prints all pages in the worksheet

• Selection - prints the rows and columns of the worksheet that you have highlighted

• Current Page - prints the current page only

• Page(s) From/To - prints a range of pages from your worksheet. Use the up and down arrows, or enter numbers, to select the first and last pages of the desired print range


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Chapter 6 - Using Worksheets Page Setup

Page Setup

From the Print window, click Page Setup... to apply page layout settings such as paper size, orientation, scaling and margins to your worksheet.

The following page layout options are available from this window.

Paper Size: You can change the size of the paper you print on by selecting a new size from the dropdown box. All sizes that are available to your current printer are displayed.

Orientation: Choose Portrait to print your worksheet pages with the columns running across the width of the paper. Choose Landscape to print your worksheet pages with the columns running across the length of the paper.

Scaling: This option allows you to increase or decrease the print size to determine the amount of data that fits on a single page.

Margins: Use this option to change the page margins on your worksheet pages. The current margins are shown in inches.

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Chapter 6 - Using Worksheets Defining Headers and Footers

Defining Headers and Footers

Select Print from the Worksheet menu. Choose Page Setup from the Print window and click Header/Footer to define headers and footers to be displayed on all printed pages of your worksheet. You can also use this option to override a header or footer stored in your worksheet definition.

By default there is no header. Once a header has been set up, it will always appear until you remove or replace it. The default footer consists of a centered page number. You can define or change worksheet headers and footers as follows:

Header/Footer: Select either header or footer.

From Edge: Indicate the desired width from the top (header) or bottom (footer) of the page.

Left/Center/Right Section: Click in one of the sections. Choose the elements from those shown below that you want to include in that section of your header or footer. Elements in the left section will be left justified, those in the right will be right justified and those in the center will be centered.


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Chapter 6 - Using Worksheets Printer Setup

Select this element to change the font size or use bold, italics, underline or strikeouts.

Select this element to display the time.

Select this element to display the date.

Select this element to insert the page number.

Select this element to display the drill level path on each page

Printer Setup

From the Print window, click Printer Setup… to change to another printer or to change the setup for the current printer. Click Setup to make changes to the default setting for page, graphics, fonts and device options. Any changes you make on the Printer Setup… windows will be effective for all Windows applications.

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Chapter 6 - Using Worksheets Print Options

Print Options

From the Print window, click Options… to access the Worksheet Print Options window. From this window you can select page-formatting settings for your printed worksheet.

Page order: If your worksheet pages are too long or too wide to be printed on one page, they will be split and printed on two or more pages. This option allows you to select the order in which split pages will be printed.

• Choose Down, then Across to print the top left side of a page, the bottom left side of the page, the top right side and then the bottom right side.

• Choose Across, then Down to print the top of the page, both left and right, followed by the bottom of the page, left and right sides.


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Print: Place a check mark in the corresponding box to include printing of notes in your worksheet, cell gridlines and/or a document header page at the beginning of your document. Activate Page by Drill Level to select the drill level after which a new page will be generated.

Mask identifiers applies the de-identification settings (See page 24) you established when you defined your worksheet columns and drill levels. If you do not select this option, no data is de-identified in the printed worksheet.

• To override the worksheet definition settings, click Select and change them on the Identifiers to Mask window. Changes only affect the worksheet you are currently printing; they do not affect the de-identification settings in your Worksheet Definition or in the Worksheet Print Definition.

• If this option is unavailable (appears dimmed), either the worksheet contains no data that can be masked, or no data is selected to be masked in the worksheet definition. Refer to Appendix B for a complete list of data available to be masked.

Suppress Rows: This option allows you to define rules for hiding rows when you print your worksheet. You can create rules to suppress any row where zeros or null data appear in one or more columns. When you suppress a row, it will not appear in the printed worksheet but the data in the row will be accumulated into any column totals.

The rules you have created will be shown in the box on the Worksheet Print Options window.

Note: This option affects printed worksheets. It does not affect worksheets displayed on your monitor.

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Select Rows… Click to create a rule for suppressing rows in your worksheet. The Suppress Rows window will appear.

Repeat the following process until all rules have been created for all worksheet columns as necessary.

Column: Select the column that should be tested against the rule

Is Null/Is Zero: Select Is Null to suppress rows where the column you chose is blank for that row. Select Is Zero to suppress rows where the column you chose contains a zero for that row. You may select both options.

Accept: Click Accept to create the rule.

Suppress Rows Where: Rules for suppressing rows will be displayed in this panel. To eliminate a rule, select it and click Clear.

Note: If you are in Display All Levels mode and a cell is zero or null, rows of lower drill levels that are dependent on that drill level will also be suppressed.


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Chapter 6 - Using Worksheets Print Definitions

Print Definitions

From the Print window, click Definitions... to select, view, create, delete or add notes to a print definition.

To create a print definition, from the Print window…

1 Click Page Setup… and choose settings for headers, footers, orientation, scaling and margins.

2 Click Options… and select settings for page order, notes, gridlines, header page and paging by drill level.

3 Click Definitions… to open the Worksheet Print Definition window. In the Name: box enter a name for your print definition. Click Save. The name of your print definition will be displayed in the lower panel.

Select: Click to apply an existing print definition to the current worksheet. The desired print definition must be highlighted.

View: Click this button to display the settings included in the highlighted print definition.

Delete: To delete an existing print definition, highlight it from the list and click Delete.

Notes: To add notes to an existing print definition, highlight it from the list and click Notes. Click Add, write the note and click Accept. Click OK. Remember to save the print definition again to retain the new note as part of the definition.

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Chapter 6 - Using Worksheets Print Using Definition

Print Using Definition

This option, located on the Worksheet menu, displays a list of the definitions associated with the current worksheet. When you select a definition from the list, the Print window will open to allow you to print the current worksheet with the settings in the selected print definition. If necessary, you can override any of the settings in the print definition for this print session only.


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Chapter 6 - Using Worksheets Worksheet Notes

Worksheet Notes

Notes can be attached to many items in Horizon Performance Manager such as libraries, folders, worksheet and worksheet definitions. Notes are dated when they are added and will accumulate. You can print all the attached notes via the Print All button and you can print a note you just wrote by clicking the Print button.

The notes editor can be accessed from either the File menu on the Worksheet Manager window, from within the Worksheet Definition Editor by selecting Notes from the Definition menu or from the File menu of an

open worksheet. If a note has been attached, you can view it by clicking the Notes icon in the lower right corner of the worksheet.

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Chapter 6 - Using Worksheets Write a Note

Write a Note

To write a note:

1 Choose the item to which you want to add a note. From a worksheet or worksheet definition, choose Notes from the Worksheet menu, or click the Notes button.

2 In the Notes window, click the Add button to add a note. The date will appear in the upper window.

3 In the lower window, type your note, or paste it from the clipboard..

4 Click the Accept button to attach the note, or Undo to erase it.

5 Click OK to exit.

Read a Note

To read a note:

1 Notes are identified by date. Select a note by click on the date in the upper window.

2 The note will appear in the lower window.

3 Click OK to exit.

Delete a Note

To delete a note:

1 Select a note by clicking on the date in the upper window.

2 Click the Delete button.

3 Select a note by clicking on the date in the upper window.

4 You will be asked to confirm. Respond Yes or No.

5 Click OK to exit.


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Chapter 7 - Exporting Worksheets

Worksheets can be exported for use in ds.Pathfinder, Horizon Business Insight or in any application that can import a text file. You can export a worksheet that is already built directly from Worksheet Manager or you can build and export a worksheet from the Worksheet or Worksheet Build windows. You can also export worksheets in batch mode.

You can access the Export window, shown below, via any of the following methods.

• From Worksheet Manager, highlight a worksheet and select File/Export

• From the Worksheet Build window, select Worksheet/Export

• From an open worksheet, select Worksheet/Export

• From an open worksheet, select Worksheet/Export Current Drill

Note: Use Export Current Drill to create a text file that includes only the drill level currently displayed in your worksheet. Use Export to create a file that includes all data in your worksheet and can be formatted for ds.Pathfinder, Horizon Business Insight or as a text file.

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The type of output file you choose to export determines the format and report options available to you as well as the required file name extension and the location where your export file can be stored.

Follow the steps below to export a Horizon Performance Manager worksheet file.

1 From the Type dropdown list, select the type of output file you want to export. The file type that you select in this step determines which of the following steps you need to perform to format your file for export. Each of the following steps in this section is tagged to indicate the file type(s) to which it applies.

• ds.Pathfinder - Select to create a file that you can view and distribute through ds.Pathfinder. Worksheets exported to ds.Pathfinder retain their numeric formatting when exported. For example, $ and % that are displayed in the worksheet will also be displayed in ds.Pathfinder.

Note: : If you selected the Export Current Drill option, you cannot create an export file for use in ds.Pathfinder or Horizon Business Insight. Only text type files can be created from this option.


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• Text File - Text will be selected by default. Select this file type to create a flat text file. Use this option to modify encounter data outside of Horizon Performance Manager, and then bring it back through Data Integrator.

• Horizon Business Insight Highlights - Select to export a file to Horizon Business Insight for use as a highlight. (For this file type only, worksheet columns designated as hidden in the Worksheet Definition Editor are included in the exported file. See Hide on page 2-46.)

• Horizon Business Insight Reports - Select to export a file to Horizon Business Insight Reports.

2 Text file type only: Activate the following options in the Format Options area of the window to define the format for your exported text file.

• Export at lowest drill level - When this checkbox is selected, each drill level included in the report is displayed in the exported file in a separate column and excludes subtotals and totals. When this option is deselected, all drill levels in the worksheet will be displayed in the exported file in a single column including subtotals and totals. In the example below, assume a worksheet with two drill levels: (1) Department; (2) Account

- Export at lowest drill level cannot be used with the Export Current Drill option.

• Include column labels - Select this option if you want the column labels in your worksheet file to be displayed in the exported file. When you choose to inlcude column labels, they are displayed at the top of each column in the exported file.

When this option is selected: When this option is NOT selected:

Column 1 Column 2 Column 3 Column 1 Column 2

100 2000 150 100

100 3000 350 2000 150

100 4000 250 3000 350

200 2000 475 4000 250

200 3000 225 100 Total 750

200 4000 125 200

2000 475

3000 225

4000 125

200 Total 825

TOTAL 1575

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• Include row labels - Select this option if you want the row/drill level labels in your worksheet file to be displayed in the exported file. When you choose to include row labels, they are displayed in the first column of each row of the exported file.

• Include header information - Select this option to include worksheet header rows when you export a text file.

• Include accounting characters - Select this option to export dollar ($) and percent (%) signs in your worksheet file. The following conditions must be met for these characters to be exported:

- The $ must be the only character in the prefix. Dollar signs are not displayed in the exported file if they are defined as suffixes in your worksheet.

- The % must be the only character in the suffix. Percent signs are not displayed in the exported file if they are defined as prefixes in your worksheet.

• Include all other prefixes and suffixes - Select this option to export any prefix(es) or suffix(es) included in your worksheet definition. This option will not export the accounting characters discussed above. Select the Include accounting characters option to export a $ and/or a % defined as a prefix or suffix in the worksheet definition. In addition, if the option to Display Negatives in Parentheses has been selected as part of your worksheet definition (Format/Print/Display Formatting/Display Negatives in Parentheses), the negative and parentheses characters are treated as prefixes and suffixes by the Include all other prefixes and suffixes option and these characters are displayed in your exported file.

3 Horizon Business Insight Reports only: In the Format Options area of the window, place a checkmark in the box provided to Include first four header lines in title to append this worksheet header data to the report title in the export file. Note that only the first 80 characters in each worksheet header line can be exported. Refer to the section entitled, Worksheet Definition Format Options for information on including headers in a worksheet definition.

4 All file types: The Mask identifiers format option applies the de-identification settings you established when you defined your worksheet columns and drill levels. If you do not select this option, no data is de-identified in the printed worksheet.

To override the de-identification settings you established when you defined your worksheet, click Select and change them on the Identifiers to Mask window. (See page 1-23). The changes you make here only affect the worksheet you are currently exporting; they do not affect the de-identification settings in your worksheet definition.

If this option is unavailable (appears dimmed), either the worksheet contains no data that can be masked, or no data is selected to be masked in the worksheet definition. Refer to Appendix B of this manual for a complete list of data available to be masked.


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5 ds.Pathfinder and Horizon Business Insight Report file types only: Choose one of the following Report Options.

• Single report - exports the entire worksheet to a single report

• Burst into individual reports - exports separate reports for each row in the first drill level of the worksheet. Individual report files are named as follows: FileName_DrillName

• Single and individual reports - results in a single report containing all the rows in the worksheet and separate reports for each row in the first drill level.

6 Text file type only: Use the following Report Options to define your worksheet export format.

• Field separator - To change the delimiter in your worksheet, select one of the following. Note that the field separator you select will determine your text file type and extension.

- Comma: Generates a .CSV Comma Delimited file.

- Space: Generates a Formatted Text file with a .PRN extension

- Tab: Generates a Tab Delimited file with a .TXT extension

- None-Fixed Width: Generates a Fixed Column Width Text file with a .TXT extension.

• Record separator - In a worksheet export file each row comprises a record. Some applications or other spreadsheet software packages require that records be separated by a specific character. The worksheet export process separates records from one another by either of the following line termination options:

- Carriage return <cr> - used for exports to a PC destination; the record separator used for this option is a carriage return followed by a line feed.

- Line feed - used for exports to a UNIX destination; the record separator used for this option is a line feed only.

• String delimiter - Some applications require that strings of alphabetic characters be enclosed in punctuation. You can choose from Single quotes, Double quotes or None.

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7 All file types: Type a name for your export file in the File Name box. When used in file names, uppercase letters will automatically be converted to lowercase letters and characters and spaces will be converted to the underscore character ( _ ). Do not use periods in file names and do not enter an extension for your file. The required extension for your export file is automatically added during the export process.

The appropriate file extension is determined by your selection in the Type dropdown box (for Text file types, the field separator determines the file extension) as shown below:

• Text file types are assigned either a .TXT, .PRN or .CSV extension depending on your selection of a field separator in the Report Option box.

• ds.Pathfinder file types are assigned at .PFF extension.

• Horizon Business Insight Highlight file types are assigned at .WTH extension.

• Horizon Business Insight Report file types are assigned a .WTR extension.

8 Text file type only: If you selected Text as your output file type, you can choose to save the exported file to your local drive or to a network drive OR you can skip this step and save your file to the default directory on the Horizon Performance Manager server. To save your file to the Horizon Performance Manager server, move onto the next step.

• To choose the location on your local drive or the network where your text file will be stored, click Browse to open the Worksheet Export dialog box.

• The File name box displays the name you previously chose for the export file.

• The Save as type box indicates the Field Separator. The field separator displayed in the Save as type box determines the extension applied to your exported file. (See Report Options/Field separator above.)

• Navigate to the location where you want to save your text file and click Save. You can choose a location on your local drive or on a network drive.

Note that if you select the default directory displayed in the Worksheet Export dialog box, your file will be saved to the directory on your local drive where Horizon Performance Manager has been installed on your workstation.

9 All file types: (Text file types need to perform this step only if you elected to skip the previous step.)

Click OK to export your file and save it on the Horizon Performance Manager server at the following location.

Note: : If the name you choose for your export file is the same as a file already saved on your PC or on the Horizon Performance Manager server (depending on the location you select), the original file will be automatically overwritten by the current file. A warning message will not be displayed.


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• Text files: If you did not use Browse to select an alternative location on your local drive or the network, your text file will be stored at the following location on the Horizon Performance Manager server: …/apg/pdsdata/[version]/[database]/data/export/general

Text files exported via batch will also be saved at this location:

• ds.Pathfinder files are stored on the Horizon Performance Manager server at the following location: …/apg/pdsdata/[version]/[database]/data/export/general

• Horizon Business Insight Highlight files are stored on the Horizon Performance Manager server at the following location: …/apg/pdsdata/[version]/[database]/data/export/webtrend/highlights

• Horizon Business Insight Report files are stored on the Horizon Performance Manager server at the following location:…/apg/pdsdata/[version]/[database]/data/webtrend/reports

Once exported, Horizon Business Insight Highlight and Report files can be moved from the locations noted above to the Horizon Business Insight server via the NFS mount point on the Horizon Performance Manager server. The default directories on the Horizon Business Insight server for Highlight and Report files are called WTFiles and WTReports respectively. Contact your Horizon Performance Manager System Administrator to determine if the NFS mount point has been established. Alternatively, you can map a drive to the Horizon Business Insight server and use the Windows Explorer Copy/Paste options to move your files to the applicable default directory on the Horizon Business Insight server.

References to [version] and [database] in the above directory locations represent the current version of your Horizon Performance Manager software and the name of the database on the HPM server respectively. Both may vary.

Cancel - click Cancel at any time to exit the Export window without exporting a file.

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Chapter 8 - Job Viewer

The Job Viewer displays information about attached and detached jobs. You may also use the Job Viewer to stop a job. The detailed list of jobs can be sorted by clicking any column header; it can be printed and filtered to display only the information you want to see.

From the Horizon Performance Manager main window, you can access Job Viewer, from the Utilities menu located in the Data Integrator, Business Logic or Reporting & Presentation lists.

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Chapter 8 - Job Viewer Job Viewer Options

Job Viewer Options

The following options can be found in the menus or on the toolbar. You can also select some of these options from a shortcut menu by right clicking anywhere in the list of jobs.

• Cancel Active Job - stops processing the selected job. Unless you have been given additional security privileges, you can only cancel a job that you own. Your job can be stopped while running in attached or detached mode. You can also cancel the applicable step from a batch job. Only certain types of processing can be canceled; if this option is greyed out, then you cannot use it to cancel the selected job.

In the Job Viewer window, a red traffic light icon located to the left of the job number indicates that the job or batch step has been canceled. Additional information is also displayed in the Status Message and Completion Status fields.

The Job Viewer log files associated with a canceled job or batch step indicate the name of the user who canceled the job and the date and time.

• Delete All Completed Job Records - deletes the records and log files for the completed jobs displayed on the window. You may use this option in conjunction with the Filter option to delete specific records and log files. For example, you can list all jobs that were completed prior to a specific date. Then when these jobs are displayed, selecting Delete All Completed Job Records will remove only the listed jobs.

• Delete Job Record - deletes the information for the selected job from the list.

• Filter - displays only the jobs that meet certain criteria.

• Job Scheduler - use to run a batch job immediately or schedule it to run sometime in the future.

• Print Screen - copies an image of the screen to the clipboard. You may then paste the image into another application.

• Print Screen to File - saves an image the screen as a bitmap (.bmp) file.

• Refresh - updates the information in the list of jobs.

• Select Columns - displays, hides or reorders the columns.

• Notify Option On - notifies you when a detached job finishes processing.

• View Job Log Files - opens any log files associated with the selected job.

Note: A request to cancel a job will be refused if irreversible changes have already been completed in the database.

Note: Job Manager reuses old job numbers, as it always assigns the lowest possible available job number when a job is initiated. If you have jobs numbered from 1 to 50 listed in Job Viewer and you delete jobs 1 and 5, the next three job references assigned by Job Manager will be 1, 5, and 51.


11.0 8-3

Chapter 8 - Job Viewer Job Viewer Filter

Job Viewer Filter

You may filter information on the Job Viewer so that only jobs that meet certain criteria are displayed. For example, you may choose to display only the detached jobs that started yesterday and are still in progress or you may choose to display only your jobs.

The below table lists the available filters:

Filter Function

Attached Displays attached jobs

Detached Displays detached jobs

Running Displays jobs that in progress

Completed Displays jobs that are finished, whether they were successful or not

All Users Displays the jobs for Horizon Performance Manager users

My Jobs Only Displays only your jobs

Job Starting Date Displays the jobs that started on the date or in the date range you enter

Job Completion Date Displays the jobs that are completed on the date or in the date range you enter.

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11.0 September 2007

Chapter 8 - Job Viewer Job Viewer Filter


11.0 9-1

Chapter 9 - Batch Editor

A batch job is a process that performs a command or series of commands detached from your workstation and without user intervention. The Batch Editor is used to create, modify and verify batch definitions and schedule batch jobs. Batch definitions can be created for the following processes:

• Worksheet processes, including building a worksheet, exporting data to ds.Pathfinder or Data Integrator or Horizon Business Insight; applying or reapplying samples and groups

• Data Integrator processes including new runs, preprocessing, reprocessing, prior data integrator run, processing custom interfaces and checking source files. Also, importing data via Data Integrator

• Encounter analysis including applying events, phase studies and cross encounter definitions and populations

• Cost accounting processes including creating component data or service item volume and price, GL and service item allocation, encounter costing and service item map apply.

• Dataset copy process (See Note on page 9-2.)

• Multiple Encounter Editor process

• Grouping and Reimbursement processes

Note: All other Horizon Performance Manager applications should be closed before you create a batch job. If you receive the message "The HPM Interface is unavailable at this time" you may have another application open.

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11.0 September 2007

Chapter 9 - Batch Editor Create a Batch Definition

Create a Batch Definition

You can access the Batch Editor from the Horizon Performance Manager main window by selecting Utilities/Batch Editor from the Data Integrator, Business Logic or Reporting & Presentation menus. Follow the steps below to create a batch definition:

1 Select New Batch Definition from the File menu.

2 Type a name for the definition and click Enter.

3 Choose Add Step from the Edit menu, and select the process you want to include in your batch from the list.

4 Once the selected application opens, you can define the step just as if you were running the program normally.

Note: If your batch includes a Dataset Copy step, note the following:

A batch step that references an existing dataset as the target will fail. Therefore, before you rerun a batch that includes a dataset copy step, you must update the dataset copy step. To do so, you can either use the Modify option in the Batch Editor to change the name of the target dataset referenced in the step OR you can delete the existing dataset copy step from the batch and give it a new name when you recreate it.

5 Close the application when you are done defining the step. You are returned to the Batch Editor where you can supply additional information about the definition and the step.

6 Do you want other users to be able to use this batch definition?

• If yes, keep the default setting of Public.

• If no, select Private.

7 Do you want the batch job to quit processing if any step does not successfully complete?

• If yes, choose the Exit if any Step Fails option.

• If no, clear the Exit if any Step Fails box.

8 Do you want to make the selected step dependent on the successful completion of a previous step? This option is only available if you did not select the Exit if any Step Fails option.

• If yes, you may choose any previous step. Then, if the dependent step fails, the selected step will not run.

9 Repeat steps 3 - 8 until you are done adding steps to the batch definition.

File Menu

Delete - select to eliminate a batch definition


11.0 9-3

Chapter 9 - Batch Editor Create a Batch Definition

Rename - select to give a batch definition a new name

Edit Menu

Cut and Paste - use the Cut and then the Paste option to relocate a step to another location in the same batch or to a new batch

Delete - use to eliminate a batch step

Modify - use to change the information you originally selected for this step. The application from which this step was created is started, and the information you selected is displayed.

Note: You cannot modify batch steps related to Data Integrator, Encounter Analysis and Grouping and Reimbursement processes.

Refresh View - use to updated the display of batch definitions and steps

Run Menu

Schedule Batch - use to open the Job Scheduler and run a batch immediately or sometime in the future

Schedule Recurring Batch - use to schedule a batch job that runs on a recurring basis: daily, weekly or monthly. For more information on setting up recurring batches, refer to the Horizon Performance Manager Help Topic entitled, Recurring Batch Scheduler

Verify Batch - use to check each step in the selected batch definition. If any step fails, you are prompted to view a log file

Job Viewer - use to open the Job Viewer and review the status of a batch run

(If this batch job contains a dataset copy step, be sure to review the Note on page 9-2 before you run the job.)

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11.0 September 2007

Chapter 9 - Batch Editor Job Scheduler

Job Scheduler

After creating a batch job, you can use the Job Scheduler to run the job immediately or one time in the future. Access the Job Scheduler from the Batch Editor window by selecting Schedule Batch from the Run menu.

To run the job immediately:

1 Choose a batch job to run. (See Note on page 9-2 regarding running a dataset copy step in a batch.)

2 Click the Run Now box.

3 Click the Submit button.

To schedule a job to run one time in the future:

1 Select a batch job to schedule.

2 Type the time you want to run the job. You may also click the up and down arrows to increase or decrease the time in 15-minute intervals.

3 Type a date to run the job. You may also use the up and down arrows or the calendar at the bottom of the window.

4 Click the Select button.

5 Repeat steps 1- 4 to schedule additional batch jobs if needed.

6 Click the Submit button.

To define a recurring schedule for your batch job:

1 Select Schedule Recurring Batch from the Run menu on the Batch Editor window and define the appropriate Pattern and Range.

Note: A job that has been scheduled to run at some future time will not be initiated if the hardware is subject to downtime at the time the job is due to be initiated.


11.0 10-1

Chapter 10 - Sharing & Distributing Worksheets

Horizon Performance Manager offers two options to exchange worksheets and worksheet definitions with other users: Share and Distribute. Both of these options can be found under TeamWare in the Applications menu of Worksheet Manager.

Share

Share sends entire worksheets or definitions to other users. This option allows you to give the recipients either view or modify access to the worksheet. View access allows users to see the data, while modify access allows them to both view and edit it.

Reasons to use Share:

• One person can create a report regularly that other people will review.

• An analyst might be assigned the task of designing and creating worksheet definitions for other users to build from.

• Two or more users might want to create a worksheet definition together. They can work on their parts separately and exchange them as necessary.

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11.0 September 2007

Chapter 10 - Sharing & Distributing WorksheetsDifference Between Sharing Worksheets and Worksheet

Definitions

Difference Between Sharing Worksheets and Worksheet Definitions

Strictly speaking, worksheets are moved and definitions are copied. This means that when you send a worksheet via the Share option, you give it away. It will no longer appear in your folder and you will have to move it back to your own library if you want to work with it. When you send a worksheet definition, on the other hand, you will still retain a copy of it in your own library.

Worksheets and worksheet definitions must be sent from your own library. They are always sent to the Public Library, but you will choose the folder where the item will be sent. Although a given folder may contain many worksheets or worksheet definitions, individual users will see only the worksheets and definitions to which they have been given access.


11.0 10-3

Chapter 10 - Sharing & Distributing Worksheets Using Shared Worksheets and Definitions from the Public Library

Using Shared Worksheets and Definitions from the Public Library

The following rules pertain to using shared worksheets and shared worksheet definitions in the Public Library, providing you have the appropriate access:

• You can view a worksheet and a worksheet definition.

• You can modify a worksheet.

• You can move a worksheet and a worksheet definition to your own library and folder.

• You cannot modify a worksheet definition.

• You cannot build a worksheet from a worksheet definition.

10-4Worksheet Guide

11.0 September 2007

Chapter 10 - Sharing & Distributing Worksheets Overview of Sharing

Overview of Sharing

1 Select the users or groups of users to whom you want to distribute the worksheet by clicking on the names in the Users/Groups box.

2 Click Add to give the selected users or groups view or modify access to the worksheet. Users with only view access cannot change data in the worksheet.

3 If you want to remove users or groups from either the view or modify distribution lists, select those users or groups and click the Remove button.

4 Click OK when your lists are complete.


11.0 10-5

Chapter 10 - Sharing & Distributing Worksheets Distribute

Distribute

The Distribute option bursts and sends specific entity and department information from a worksheet to specific users. It can be used for any process that requires disbursing, collecting and consolidating information. For example:

• Worksheets can be sent to department managers to facilitate budgeting.

• The cost accounting department can distribute worksheets to department managers to gather standards for use in costing.

Worksheet Criteria

The rules in the table describe how to create a worksheet that can be distributed:

In order to distribute your worksheet, it must be a model worksheet and it must meet the criteria above. To determine if your worksheet meets the distribution criteria, right click on the worksheet in the Worksheet Manager window and select Check for Distribution. (Refer to the section that follows for information regarding naming a worksheet that will be distributed.)

Once you have defined, built and saved your model worksheet, you can begin the distribution process. In the Worksheet Manager window, highlight the library, folder and worksheet that you wish to distribute, then select Distribute from the Applications/Teamware menu.

If the worksheet has… Then…

One drill level The drill level must be defined as department code

More than one drill level The first drill level must be defined as entity code, and the second drill level must be defined as department code

10-6Worksheet Guide

11.0 September 2007

Chapter 10 - Sharing & Distributing Worksheets Worksheet Criteria

The Distribution window shown below will be displayed. From this window you can create or modify a distribution list that associates the recipients of your worksheet with specific department information in the worksheet.


11.0 10-7

Chapter 10 - Sharing & Distributing Worksheets Distribution List Editor

Distribution List Editor

To create a distribution list, select Distribution List Editor from the Option menu and follow the steps below.

1 Type a name that will describe the first entry in the list. For example, you may want to enter the department name. This entry must be unique within the distribution list.

2 Click the Recipients… button and choose the Horizon Performance Manager user. This user will receive a child worksheet containing the data in the departments that you select in the next step.

3 Click the Departments… button to specify which departments this recipient will receive.

4 Press the Enter key to add another recipient to your distribution list.

5 Select Verify Recipients from the Options menu to ensure that each recipient in your distribution list has an active Horizon Performance Manager user account.

Shared List - Select this option if you want other users to be able to use this distribution list. If this box does not contain a checkmark, no one else will be able to use this list.

10-8Worksheet Guide

11.0 September 2007

Chapter 10 - Sharing & Distributing Worksheets Associations Among Distributed Worksheets

Once you have distributed a worksheet, you cannot modify the list of users who can see it. Before distributing, however, you can see the Preview Distribution option to compare the master worksheet to the distribution list. This will tell you which rows of the worksheet will not be distributed to a recipient and which recipients will get no rows from that worksheet. To see who received a distributed worksheet, select the worksheet and choose the Information option from the Worksheet menu.

Associations Among Distributed Worksheets

Each distributed worksheet is associated with the worksheet from which it was distributed. The following actions, however, will discontinue the association:

• Editing a distribution list and saving it under the same name.

• Redistributing a worksheet.

• Rebuilding a master worksheet, a worksheet that has already been distributed or a worksheet that resulted from one being distributed.

Submit a Worksheet

Use this option to send a worksheet that you have modified back to the owner of the worksheet from which it was distributed. This option is found on the File menu of the Worksheet Manager window.

Steps for submitting a worksheet:

1 From the Worksheet Manager window, select, but do not open, the worksheet that you want to submit.

2 Choose the Submit option from the File menu.

Note: You cannot submit an open worksheet.


11.0 10-9

Chapter 10 - Sharing & Distributing Worksheets Consolidate a Worksheet

Consolidate a Worksheet

Consolidation is used to incorporate the data from a worksheet to the worksheet from which it was distributed. You can also track the status of a distributed worksheet. The following information is available for each worksheet recipient in the distribution list.

• recipient's name

• worksheet name

• description of the distributed data

• date distributed

• date submitted

• date returned

• date consolidated

Steps for consolidating:

1 Select the row that contains the department data that you want to consolidate.

2 Click the View button to see what changes have been made to the selected worksheet. If you do not want to accept these changes, click the Refuse button, which sends the worksheet back to the recipient for further modeling.

3 Click the Consolidate button. The data from the selected worksheet will overwrite the data in the worksheet, but it will not commit the data to the dataset.

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11.0 September 2007

Chapter 10 - Sharing & Distributing Worksheets Distributed Worksheet Names

Distributed Worksheet Names

If you intend to distribute your worksheet, you may want to shorten the name of the master worksheet when you Build it. Worksheet names, including the names of distributed worksheets, cannot exceed 80 characters. When you burst and distribute a master worksheet, the names of the resulting distributed worksheets will be derived as follows:

• first 60 characters of the name of the master worksheet followed by a hyphen; plus

• first 16 characters of the description you entered on the distribution list followed by a hyphen; plus

• a two digit distribution iteration number

When the number of characters in the name of the master worksheet or the description exceeds the character limit above, all trailing characters will be truncated from the name of the distributed worksheets.

For example, assume your master worksheet is named:

• Amherst Medical Group of Hadley, Massachusetts 2001 Fiscal Budget

Your distribution list includes three description entries:

- Radiology Department

- Anesthesia Department

- Lab Department

The first time you burst and distribute your worksheets, the three distributed worksheets will be named as follows:

• Amherst Medical Group of Hadley, Massachusetts 2001 Fiscal B-Radiology Depart-01

• Amherst Medical Group of Hadley, Massachusetts 2001 Fiscal B-Anesthesia Depar-01

• Amherst Medical Group of Hadley, Massachusetts 2001 Fiscal B-Lab Department-01


11.0 A-1

Appendix A - Worksheet Templates

Horizon Performance Manager supplies a number of worksheet templates that are designed to ease the process of reporting and analysis. Some of these are provided to help you convert from TRENDSTAR to Horizon Performance Manager. Others are standard sample report templates or are meant to be used with a specific application such as Cost Manager or Horizon Homecare.

You may want to use these templates as a basis for creating your own worksheet definitions, either to assist in converting from TRENDSTAR or for your own reporting and analysis needs. Worksheet Templates can be accessed from the Worksheet Manager window in the designated Library

There following folders are found in the Audit Library:

• TRENDSTAR Conversion - Detailed

• TRENDSTAR Conversion - Summary

In addition, the folders listed below are found in the Standard Worksheet Templates Library and contain additional worksheet templates.

• Cost Manager Export

• CarePath Designer

• Samples

• Samples - Homecare

• Payroll

• Person/Practitioner

• Cost Accounting

• Oracle

• Cross Encounter Events

A-2Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates TRENDSTAR Conversion - Detailed

TRENDSTAR Conversion - Detailed

This folder is found in the Audit library and includes the following worksheet templates.

Admission/Discharge Category CPT4 Code Category

Rows Rows

1 Patient Full Name 1 Patient MEI Code

2 Patient Full Name

Columns Columns

1 Checkin Date

2 Discharge Date

3 Average LOS

4 CHAMPUS Arith Comp LOS

5 Diacharge Status Code

6 Discharge Status Name

7 Checkin Time

8 Discharge Time

9 Checkin Source

10 Checkin Weight

11 Checkin Type

12 Readmission Flag

13 Previous Discharge Date

14 Waiting List Days

1 Checkin Date

2 Discharge Date

3 Prin Proc CPT4/HCPCS Code

4 Prin Proc CPT4/HCPCS Name

5 Sec Proc CPT4/HCPCS Code

6 Sec Proc CPT4/HCPCS Name


11.0 A-3

Appendix A - Worksheet Templates Day of Stay Category

Day of Stay Category Demographic Category

Rows Rows

1 Patient MEI Code

2 Patient Full Name

3 Day of Stay

4 Department Code & Name

5 Svc Item Code & Name

1 Patient MEI Code

2 Patient Full Name

Columns Columns

1 Total Units

2 Svc Item Charges

3 Total Cost

4 Pract of Rec Entity Spec ID

5 Pract of Rec Full Name

6 Svc Item Order Date & Time

7 Svc Item Result Code

8 Svc Item Date & Time

9 Svc Item Pt of Svc Code

1 Checkin Date

2 Discharge Date

3 Patient Type

4 MDC Code

5 DRG Code

6 Payor code

7 Financial Class Code

8 Patient Age

9 Patient Sex

10 Pat Home Zip Code

11 Average LOS

12 Patient Med Rec No

13 Patient Date of Birth

14 Patient Race

15 Patient Marital Status

16 Patient Religion Code

17 Patient SSN/National ID

A-4Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Department Utilization Detail Category

Department Utilization Detail Category

Department Utilization Summary Category

Rows Rows

1 Patient MEI Code

2 Patient Full Name



1 Patient MEI Code

2 Patient Full Name


Columns Columns

1 Checkin Date

2 Discharge Date

3 Total Units

4 Svc Item Charges

5 Total Cost

6 Ordering Pract MEI

7 Ordering Pract Full Name

8 Svc Item Order Date

9 Svc Item Order Time

10 Svc Item Result Code

11 Svc Item Result Time

12 Svc Item Completion Date & Time

13 Svc Item Place of Svc Code

14 Svc Item Pace of Svc Name

1 Total Units

2 Total Encounter Charges

3 Total Encounter Cost


11.0 A-5

Appendix A - Worksheet Templates Encounter Costs

Encounter Costs Financial Category

Rows Rows

1 Patient MEI Code

2 Checkin Date & Time

1 Patient MEI Code

Columns Columns

1 Total Enc Cost 1 Patient Full Name

2 MDC Code

3 DRG Code

4 Payor Code

5 Financial Class Code

6 Svc Item Charges

7 Total Enc Cost

8 Payor Summarized Actual Pmt

ICD-9 Category ICD-9 Diagnosis

Rows Rows

1 Patient MEI Code 1 Patient MEI Code

2 Patient Full Name

3 Diagnosis Code & Name

Columns Columns

1 Patient full Name

2 DRG Code

3 Principal Diagnosis Code

4 Prin Proc ICD-9-CM code

5 Prin Proc Date

1 Diagnosis Type

A-6Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates ICD-9 Procedure Detail Category

ICD-9 Procedure Detail Category Newborn Category

Rows Rows

1 Patient MEI Code

2 Patient Full Name

3 Prin Proc ICD-9-CM Code & Name

1 Baby MEI

2 Baby Full Name

Columns Columns

1 Princ Proc Time 1 Baby Checkin Date

2 Discharge Date

3 Birth Status

4 Birth Type

5 Stillborn Flag

6 C-Section Flag

7 APGAR 1 Min

8 APGAR 5 Min

9 Mother MEI

10 Mother Checkin Date

11 Mother Discharge Date


11.0 A-7

Appendix A - Worksheet Templates Physician Category

Physician Category Reimbursement Category

Rows Rows

1 Patient MEI Code 1 Patient Full Name

2 Payor Code & Name

3 Payor Detailed Expected Pmt

Columns Columns

1 Patient Full Name

2 Checkin Date

3 Discharge Date

4 DRG Code


6 Pract of Rec Entity Specific ID

7 Pract of Rec Prim Spec Code

8 Pract of Rec Prim Spec Name

9 Pract of Rec Sec Spec code

10 Pract of Rec Sec Spec Name

11 Pract of Rec UPIN

12 Pract of Rec Lic Code

1 Payor Summarized Expected Pmt

2 Total Cost

3 Svc Item Charges

A-8Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Reimbursement- Encounter Costs

Reimbursement- Encounter Costs

Surgical Category

Rows Rows

1 Patient Full Name 1 Patient MEI Code

2 Patient Full Name

Columns Columns

1 Total Cost

2 Fixed cost

3 Variable Cost

1 Checkin Date

2 Discharge Date

3 Prin Proc Surgery Flag

4 Prin Proc Surgery Date & Time

5 Prin Proc Incision Time

6 Prin Proc Closure Time

7 Prin Proc Surgery Duration


11.0 A-9

Appendix A - Worksheet Templates TRENDSTAR Conversion - Summary

TRENDSTAR Conversion - Summary

This folder is found in the Audit library and lincludes the following worksheet templates.

Admitting Physician Summary Age Distribution Summary

Rows Rows

1 Admit Pract Entity Spec ID 1 Patient Age

Columns Columns

1 Admit Pract Full Name

2 Encounters

3 Charges

1 Encounters

2 Charges

Department Workload Units Departmental Summary

Rows Rows

1 Department Code & Name 1 Department Code & Name

Columns Columns

1 Workload Units 1 Encounters

2 Charges

3 Total Cost

A-10Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Discharge Status Summary

Discharge Status Summary DRG Summary

Rows Rows

1 Discharge Status Code & Name 1 DRG Code & Name

Columns Columns

1 Encounters


1 Encounters

2 Charges

Encounters by Month Summary Financial Class Summary

Rows Rows

1 Checkin Date & Time 1 Financial Class Code & Name

Columns Columns

1 Encounters

2 Charges

1 Encounters

2 Charges

Length of Stay Summary MDC Summary

Rows Rows

1 Average LOS 1 MDC Code & Name

Columns Columns

1 Encounters

2 Charges

1 Encounters

2 Charges


11.0 A-11

Appendix A - Worksheet Templates Other Encounter Practitioner Summary

Other Encounter Practitioner Summary

Patient Sex Summary

Rows Rows

1 Patient MEI Code

2 Patient Full Name

3 Other Enc Pract Full Name

4 Other Enc Pract Role Name

1 Patient Sex

Columns Columns

1 Other Enc Pract Entity Spec ID

2 Other Enc Pract Prim Spec Code

3 Other Enc Pract Prim Spec Name

1 Encounters

2 Charges

Patient Type Summary Payor Summary

Rows Rows

1 Patient Type 1 Payor Code & Name

Columns Columns

1 Encounters 1 Encounters


A-12Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Physician of Record Summary

Physician of Record Summary Zip Code Summary

Rows Rows

1 Pact of Rec Entity Spec ID 1 Patient Home Zip Code & Name

Columns Columns


2 Encounters

3 Charges

1 Encounters

2 Charges

Referring Physician Summary Specialty Summary

Rows Rows

1 Refer Pract Entity Spec ID 1 Pract of Rec Prim Spec Code & Name

Columns Columns

1 Refer Pract Full Name

2 Encounters

3 Charges

1 Encounters


3 Total Encounter Cost


11.0 A-13

Appendix A - Worksheet Templates CarePath Designer

CarePath Designer

This folder is found in the Standard Flexible Report Templates library and includes the following worksheets designed specifically for users of CarePath Designer.

Departments List for CarePath Designer

Service Item Cost List for CarePath Designer

Rows Rows

1 Entity Code

2 Department Code

1 Entity Code

2 Other Patient Type Code

3 Department Code

4 Service Item Code

5 Service Item Type

6 Service Item Name

Columns Columns

1 Department Name 1 Variable Direct Labor Unit Costs

2 Variable Direct Supply Unit Costs

3 Variable Direct Other Unit Costs

4 Fixed Direct Unit Costs

5 Fixed Indirect Unit Costs

6 Total Unit Costs

A-14Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Cost Manager Export

Cost Manager Export

This folder is found in the Standard Flexible Report Templates library and includes the following worksheet templates.

1.00 Departments for Cost Manager

2.00 All Service Items for Cost Manager

Rows Rows

1 Dept Code 1 Dept Code

2 Oth Patient Type Code

3 Svc Item Code

4 Svc Item Name

Columns Columns

1 Dept Name 1 Svc Item Code

2.01 Service Item Price and Volume for Cost Manager

Rows

1 Entity Code & Name

2 Dept Code

3 Oth Patient Type Code

4 Svc Item Code

5 Svc Item Name

Columns

1 Detail: Svc Item Price [period]

2 Detail: Svc Item Vol Version [period]


11.0 A-15

Appendix A - Worksheet Templates 3.00 Wage Rates for Cost Manager

3.00 Wage Rates for Cost Manager

Rows

1 Dept Code

2 Pos’n Job Code

Coiumns

1 Dept Code

2 Pos’n Job Code Name

3 Dol Wrkd Productive

4 Hours Wrkd Productive

5 Dollars/Hour

A-16Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Payroll

Payroll

This folder is found in the Standards Worksheet Templates library and includes the following worksheet templates.

FTE Periodic

Rows


2 Position Pay Category

3 Pos’n Pay Type Code & Name

Columns

1 Hours Worked 1

2 Hours Worked 2

3 Hours Worked 3

4 Hours Worked 4

5 Hours Worked 5

6 Hours Worked 6

7 Hours Worked 7

8 Hours Worked 8

9 Hours Worked 9

10 Hours Worked 10

11 Hours Worked 11

12 Hours Worked 12

13 FTE 1

14 FTE 2

15 FTE 3

16 FTE 4

17 FTE 5

18 FTE 6

19 FTE 7

20 FTE 8

21 FTE 9

22 FTE 10

23 FTE 11

24 FTE 12

25 YTD FTEs


11.0 A-17

Appendix A - Worksheet Templates Last Period Rate

Last Period Rate Periodic Salary Calculation

Rows Rows

1 Pos’n Ben Pool Code & Name

2 Pos’n Code

3 Pos’n Emp Code & Name


1 Dept Code

2 Pos’n Code



Columns Columns

1 Pos’n Total Rate Max

2 Pos’n Total Rate PP 26

1 Regular Salary

2 Overtime Salary

3 Shift Salary

4 Sick Salary

Raise by Benefit Pool Raise by Hire Date

Rows Rows


2 Pos’n Code

3 Pos’n Pay Type Name

1 Pos’n Code & Name



Columns Columns

1 Pos’n Emp Name

2 Pos’n Productive Dollars

3 Pos’n Non-Productive Dollars

1 Pos’n Emp Hire Date

2 Pos’n Regular Rate PP 12

3 Pos’n Overtime Rate PP 12

4 Pos’n Non-Productive Rate PP 12

A-18Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Samples

Samples

This folder is found in the Standard Worksheet Templates library and includes the following worksheets.

Age Analysis - By Physician by Payor

Case Profit Report - By Specialty

Rows Rows


2 Payor Code & Name

1 Admit Pract Prim Spec Name

Columns Columns

1 Cases Age 0-17

2 Days Age 0-17

3 Average LOS Age 0-17

4 Cases Age 18-30

5 Days Age 18-30


7 Cases Age 31-65

8 Days Age 31-65


10 Cases Age > 65

11 Days Age > 65

12 Average LOS Age > 65

1 Cases Age 1-17

2 Cases Age 18-30

3 Cases Age 31-65

4 Cases Age > 65

5 Male Cases

6 Female Cases

7 Other Hospital

8 HHA

9 Home Care

10 Against Advice

11 Expired

12 Total Cases


11.0 A-19

Appendix A - Worksheet Templates Comparison of Program Impact

Comparison of Program Impact LOS and Charge by MDC

Rows Rows

1 MDC Code & Name 1 MDC Code & Name

Columns Columns

1 Encounters (current)

2 Encounters (prior)

3 Current Income

4 Prior Income

5 Ratio Cur/Pri

6 Prior Inc/Case

7 Ratio Cur/Pri

1 Encounters

2 Days

3 Average LOS

4 Charges

5 Charge per Encounter

6 Charge by Day

A-20Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates LOS and Charge by Specialty

LOS and Charge by Specialty MDC Demographics

Rows Rows

1 Pract of Rec Prim Spec Name

2 Payor Code & Name

1 MDC Code & Name

Columns Columns

1 Encounters

2 Days

3 Average LOS

4 Charges

5 Charge per Encounter

6 Charges by Day

1 Total Cases

2 Cases Age 0-5

3 Cases Age 6-12

4 Cases Age 13-18

5 Cases Age 19-30

6 Cases Age 31-50

7 Cases Age 51-65

8 Cases Age > 65

9 Cases Female

10 Cases Male

11 Cases Home = 1

12 Cases Transfer = 2

13 Cases SNF = 3

14 Cases ICF = 4

15 Cases OTH FAC = 5

16 Cases HHA = 6

17 Cases LAMA = 7

18 Cases DIED = 20


11.0 A-21

Appendix A - Worksheet Templates Outlier Analysis by DRG

Outlier Analysis by DRG Payment Variance

Rows Rows

1 DRG Code & Name

2 Pract of Rec Entity Spec ID

1 Payor Plan Code & Name

2 Patient Account Numer

Columns Columns

1 LOS Outlier Encounters

2 Total Cost/LOS Outlier Encounter

3 Cost Outlier Encounter

4 Inlier Encounters

5 Total Cost/Inlier Encounter

6 % of Outlier Encounters/Total Encounters

7 Total Outlier cost

8 % Outlier Cost/Total Cost

1 Payor Summarized Expected Pmt

2 Payor Summarized Actual Pmt

3 Payment Variance

Profit & Loss Revenue Summary by Physician

Rows Rows

1 Admit Pract Prim Spec Code 1 Pract of Rec UPIN

2 Patient Type

Columns Columns

1 Charges (Gross Revenue)

2 Deductions from Revenue

3 Net Revenue (Payor Summarized Actual Pmt)

4 Oper Costs (fixed + variable)

5 Profit (Loss)

6 % Profit

7 Profit/Case

1 Encounters

2 Charges

3 Charges per Encounter

4 Days

5 Average LOS

A-22Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Samples - Homecare

Samples - Homecare

This folder is found in the Standard Worksheet Templates library and includes the following worksheet templates designed specifically for Horizon Homecare users.

Case Revenue Report by Admit Diagnosis

Case Revenue Report by Principal Discharge Diagnosis

Rows Rows

1 Entity Code


3 ICD-9-CM Admit Diag Code & Name

4 Individual Encounters - Code

1 Entity Code


3 ICD-9-CM Prin Diag Code

4 Individual Encounters - Code

Columns Columns

1 Total Cases

2 Avg LOS

3 Total Charges

4 Avg Charge per Case

5 Avg Charge per Day

6 Total Actual Payments

7 Avg Actual Payment per Case

8 Avg Actual Payment per Day

1 Total Cases

2 Avg LOS

3 Total Charges

4 Avg Charge per Case

5 Avg Charge per Day

6 Total Actual Payments

7 Avg Actual Payment per Case

8 Avg Actual Payment per Day


11.0 A-23

Appendix A - Worksheet Templates Person/Practitioner

Person/Practitioner

This folder is found in the Standard Worksheet Templates library and includes the following worksheet templates.

Persons

Rows

1 Master Enterprise ID

2 Source System Code & Name

Columns

1 SSN/National ID

2 Medicaid ID

3 Medicare ID

4 Honorific Name

5 Full Name

6 First Name

7 Middle Name

8 Last Name

9 Name Suffix

10 Previous Full Name

11 Sex

12 Date of Birth

13 Date of Death

14 Expired Flag

15 Organ Donor Flag

16 Blood Type

17 Living Will Flag

18 Power of Attorney Flag

19 Lives Alone Flag

20 Marital Status

21 Primary Language

22 Nationality Code

23 Race Name

24 Religion Code

25 Employment Status Name

26 Employer Code

27 Confidentiality Class Code

28 Health History Code

29 Health History Name

30 Health History Type

31 Health History Alergy Code

32 Health History Chronic Cond Code

33 Health History Family History Code

34 Health History Immunization Code

35 Health History Lifestyle Code

36 Home Street

37 Home City

38 Home State Code

39 Home Zip Code

40 Home Country Code

41 Home Area Code

42 Home Telephone No.

43 Home Region

44 Mail Street

45 Mail City

46 Mail State Code

47 Mail Zip Code

48 Mail Country Code

49 Mail Area Code

50 Mail Telephone No.

51 Mail Region

A-24Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Practitioners

Practitioners

Rows

1 Master Enterprise ID

2 Source System Code & Name

Columns

1 Pract SSN/National ID

2 Pract UPIN

3 Pract National Provider ID

4 Pract Medicaid ID

5 Pract Medicare ID

6 Pract Full Name

7 Pract Honorific Name

8 Pract First Name

9 Pract Middle Name

10 Pract Last Name

11 Pract Suffix Name

12 Pract Prev Name

13 Pract Prim Spec Code

14 Pract Sec Spec Code

15 Pract Tert Spec Code

16 Pract Type Code

17 Pract Sex

18 Pract Date of Birth

19 Pract Date of Death

20 Pract Expired Flag

21 Pract Organ Donor Flag

22 Pract Blood Type

23 Pract Living Will Flag

24 Pract Power of Attorney Flag

25 Pract Lives Alone Flag

26 Pract Marital Status

27 Pract Primary Language

28 Pract Nationality Code

29 Pract Race Name

30 Pract Religion Code

31 Pract Employer Code

32 Pract Employment Status

33 Pract Confidentiality Class Code

34 Pract Health Hist Code

35 Pract Health Hist Type

36 Pract Health Hist Alergy Code

37 Pract Health Hist Chronic Cond Code

38 Pract Health Hist Family Hist Code

39 Pract Health Hist Immunization Code

40 Pract Health Hist Lifestyle Code

41 Pract Home Street

42 Pract Home City

43 Pract Home State Code

44 Pract Home Zip Code

45 Pract Home Country Code

46 Pract Home Area Code

47 Pract Home Telephone No

48 Pract Home FAX Area Code

49 Pract Home FAX No

50 Pract Home Region

51 Pract Mail Street

52 Pract Mail City

53 Pract Mail State Code

54 Pract Mail Zip Code

55 Pract Mail Country Code

56 Pract Mail Area Code

57 Pract Mail Tel No

58 Pract Mail Tel No

59 Prace Mail FAX Area Code

60 Pract Mail FAX No

61 Pract Mail Region

62 Pract Board Cert Flag

63 Pract Board Spec Code

64 Pract Board Spec Name

65 Pract Board Sub-spec Code

66 Pract Board Sub-spec Name

67 Pract Board Cert Date

68 Pract Board Recert Date

69 Pract License Date

70 Pract License State Code

71 Pract License Date

72 Pract License Renewal Date

73 Pract AMA Med Ed ID

74 Pract Degree

75 Pract Grad Year

76 Pract Staff Status Code

77 Pract Priv Code

78 Pract FTE Percent

79 Pract Primary Facility Code

80 Pract Employement Type Code

81 Pract Practice Type Code

82 Pract Professional Activity Code

83 Pract Group ID - Primary


11.0 A-25

Appendix A - Worksheet Templates Cost Accounting

Cost Accounting


Remap Audit Component Audit

Rows Rows

1 Department Code and Name

2 Account Code and Name


Columns Columns

1 Expense Account Values (Actual) (Original Dataset)

2 Expense Account Values Remap (Remapped Dataset)

3 Expense Variance (Col 1 - Col 2)

4 Revenue Account Values Actual (Original Dataset)

5 Revenue Account Values Remap (Remapped Dataset)

6 Revenue Variance (Col 4 - Col 5)

1 Expense Account Values

2 Component Account to Component Values

3 Variance (Col 1 - Col 2)

4 Bad Debt Excluded (Account Value qualified by BD Account Number)


A-26Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates GL Audit Overhead Expenses Allocated

GL Audit Overhead Expenses Allocated

Rows

1 Allocation Area Code and Name


Columns

1 Component Account to Component Values (qualify by Allocation Area Type Overhead)

2 GL Allocation Summarized Values


GL Audit Detail GL Audit Overhead Ratios in Patient Care Areas

Rows Rows





Columns Columns

1 Component Account to Component Values

2 Comp GL Alloc Detailed Values

3 Comp GL Alloc Detailed Credit Values

4 Total After Allocation (Col 1 + Col 2 + Col 3)

1 Component Account to Component Values (qualified by Allocation Area Type Patient Care)

2 Component GL Alloc Summarized Values

3 Total Cost After Allocation (Col 1 + Col 2)

4 Ratio of Overhead to Total Cost (Col 2/Col 3)


11.0 A-27

Appendix A - Worksheet Templates GL Audit Step Down

GL Audit Step Down

Rows



Columns

1 Component GL Allocated Detailed Values (qualified by Allocation Source Area Code = 1)




Service Item Audit Price - Volume - Standards

Rows

1 Svc Item Studied Type


3 Other Patient Type Code and Name

4 Service Item Code and Name

Columns

1 Avg Service Item Price (periodic)

2 Service Item Volume Version 1 (periodic)

3 Service Item Stds (periodic)

A-28Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Service Item Allocation Audit

Service Item Allocation Audit

Rows


2 Service item Code and Name

Columns

1 Component Account to Component Values (qualified by Allocation Area Type = Patient Care)

2 Component GL Alloc Summarized Values

3 Total Expenses to Allocate (Col 1 + Col 2)

4 Service Item YTD Allocated Results

5 Service Item Volume Version 1

6 Total Cost (Col 4 x Col 5)


Encounter Audit

Rows



Columns

1 Service Item YTD Alloc. Results

2 Service Item Vol Version 1

3 Total Cost Alloc to Svc Items (Col 1 x Col 2 - Foot Down)

4 Total Cost Transferred to Encounter Service Item (Encounter Total Cost)

5 Cost Variance (Column 3 - Column 4)

6 Enconter Total Units

7 Volume Variance (Col 2 - Col 6)


11.0 A-29

Appendix A - Worksheet Templates SI Allocation Audit Studied vs Unstudied

SI Allocation Audit Studied vs Unstudied

Encounter Contribution Margin Analysis

Rows Rows


2 Component Code and Name


1 Payor/Payor Code and Name

2 DRG/Medicare/DRG code and Name

Columns Columns

1 Account to Component Values (qualified by Allocation Area Type Patient Care)

2 GL Allocation Summarized Values

3 Total Cost to Allocate (Col 1 + Col 2)

4 Service Item YTD Results (qualitied by Service Item Type of Studied)

5 Service Item YTD Results (qualified by Service Item Type of Unstudied)

1 Payor/Summarized Payments/Actual Payment or Expected Payment

2 Costs/Variable Direct Labor

3 Payment Less Direct Variable Labor (Col 1 - Col 2)

4 Costs/Variable Direct Supply

5 Payment Less Direct Variable Labor & Supply (Col 3 - Col 4)

6 Costs/Variable Direct Other

7 Payment Less Direct Variable Costs(Col 5 - Col 6)

8 Costs/Fixed Direct

9 Payment Less Direct Costs (Col 7 - Col 8)

10 Costs/Fixed Indirect

11 Payment Less Total Costs

A-30Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Oracle

Oracle


Common: Account Status Code Common: Acuity Code

Rows Rows

1 Payor Acct Status Code & Name 1 Svc Item Acuity Code & Name

Columns Columns

1 Encounters

2 Total Units

1 Encounters

2 Total Units

Common: Employer Code Common: Nursing Intervention Code

Rows Rows

1 Patient Employer Code & Name 1 Svc Item Nursin Int Code & Name

Columns Columns

1 Encounters

2 Total Units

1 Encounters

2 Total Units


11.0 A-31

Appendix A - Worksheet Templates Common: Operating Room Code

Common: Operating Room Code Common: Religion Code

Rows Rows

1 Svc Item Oper Room Code & Name 1 Patient Religion Code & Name

Columns Columns

1 Encounters

2 Total Units

1 Encounters

2 Total Units

Cost: Detailed Report Cost: High-Level Report

Rows Rows

1 Oth Patient Type Code & Name

2 Dept Code & Name


1 Dept Code & Name

2 Svc Item Chg Code & Name

3 Comp Code & Name

Columns Columns

1 Detail Svc Item Price [period]

2 Detail Svc Item Vol Version [period]

3 Detail Svc Item Std [period]

1 Svc Item YTD Alloc Results

Financial: High-Level Report Encounter: Detailed Report

Rows Rows

1 Dept Code & Name

2 Acct Type

3 Acct Code & Name

1 Patient Full Name


Columns Columns

1 Detail Acct Value 1 Charges

A-32Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Encounter: High-Level Report

Encounter: High-Level Report Encounter: Mid-Level Report

Rows Rows

1 Financial Class Code & Name

2 Payor Code & Name

3 Payor Contract Code

4 Payor Plan Code & Name



Columns Columns

1 Encounters

2 Days

3 Average LOS

4 Total Units

5 Charges

6 Fixed Costs

7 Variable Cost

8 Total Cost

9 Payor Detaied Expected Pmt

10 Payor Detiled Act Pmt Amount

11 Payor Detailed Act Adjustment

1 Encounters

2 Days

3 Average LOS

4 Total Units

5 Charges

6 Fixed Costs

7 Variable Costs

8 Total Costs

9 Payor Detailed Expected Pmt

10 Payor Detailed Pmt Amount

11 Payor Detailed Act Adjustment

Payroll: High-Level Report Payroll: Benefit Code Report

Rows Rows

1 Dept Code & Name


3 Pos’n Code & Name


Columns Columns

1 Pos’n Total Rate

2 Dollars Worked

3 Hours Worked

1 Dollars Worked


11.0 A-33

Appendix A - Worksheet Templates Payroll: Grade Code Report

Payroll: Grade Code Report Payroll: Job Code Report

Rows Rows

1 Pos’n Grade Code & Name 1 Pos’n Job Code & Name

Columns Columns

1 Dollars Worked 1 Dollars Worked

Payroll: Labor Union Code Report

Payroll: Position Type Code Report

Rows Rows

1 Pos’n Union Code & Name 1 Pos’n Type Code & Name

Columns Columns


Payroll: Shift Code Report Payroll: Step Code Report

Rows Rows

1 Pos’n Shift Code & Name 1 Pos’n Step Code & Name

Columns Columns


A-34Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Cross Encounter Events

Cross Encounter Events

This folder is found in the Standards Worksheet Templates library and includes the following worksheet templates for use with cross encounter event data.

Readmission Data

Rows:

1 Individual Encounters - Name

Columns:

1 Initial Encounter Patient Account Number

2 Initial Encounter Medical Record Number

3 Initial Encounter Medicare DRG Code

4 Initial Encounter Medicare DRG Name

5 Initial Encounter Principal ICD-9-CM Procedure Code

6 Initial Encounter Principal ICD-9-CM Procedure Name

7 Initial Encounter Principal ICD-9-CM Diagnosis Code

8 Initial Encounter Principal ICD-9-CM Diagnosis Name

9 Initial Encounter Physician of Record Entity-Specific ID

10 Initial Encounter Physician of Record Full Name

11 Initial Encounter Check-in Date/Time

12 Initial Encounter Discharge Date/Time

13 Initial Encounter Average LOS

14 Initial Encounter Discharge Status Name

15 Patient Account Number

16 Medical Record Number

17 Medicare DRG Code

18 Medicare DRG Name

19 Principal ICD-9-CM Procedure Code

20 Principal ICD-9-CM Procedure Name

21 Principal ICD-9-CM Diagnosis Code

22 Principal ICD-9-CM Diagnosis Name

23 Physician of Record Entity-Specific ID

24 Physician of Record Full Name

25 Check-in Date/Time

26 Discharge Date/Time

27 Average LOS

28 Admitting ICD-9-CM Diagnosis Code

29 Admitting ICD-9-CM Diagnosis Name

30 Discharge Status Name

31 Cross Encounter Event Date Difference

32 Cross Encounter Event Time Difference in Hours

Limit Cross Encounter Event Data Option:

Select: Subsequent Encounters

Note: The information provided by this template is intended to duplicate the data generated by the Create Readmit Data option found in Encounter Analysis.


11.0 A-35

Appendix A - Worksheet Templates Readmission Rate

Readmission Rate Cross Encounter Event Audit

Rows: Rows:

1 Medicare DRG Code and Name 1 Initial Individual Encounter - Name

2 Individual Encounter- Name

Columns: Columns:

1 Encounters, qualified by Patient Type = INP(data reference = dataset or sample)

2 Encounters (data reference = population)

3 Percent Readmits - Formula [(Col 2/Col 1)x100](foot across)

4 Cross Encounter Event Data Difference (average, data reference = population)

1 Cross Encounter Event Count

2 Encounters

3 Initial Encounter Patient Account Number

4 Patient Account Number

5 Initial Encounter Medical Record Number

6 Medical Record Number

7 Initial Encounter Check-in Date/Time

8 Initial Encounter Discharge Date/Time

9 Check-in Date/Time

10 Discharge Date/Time

11 Cross Encounter Event Date Difference (average)

12 Date-Math Formula Column = Check-in Date minus Initial Discharge Date (foot across)

13 Cross Encounter Event Time Difference in Hours (average)

14 Date/Time Math - Formula Column = [(Check-in Date/Time - Initial Discharge Date/Time) / 60] (foot across)

Limit Cross Encounter Event Data Option: Limit Cross Encounter Event Data Option:

Select: Initial Encounters Select: Subsequent Encounters

Note: Columns 2, 3 and 4 can be repeated referencing different populations to create a worksheet that shows readmit rates for different populations in a single report. For example, repeat the columns, as necessary, referencing populations for readmits with differing time spans, such as 72 hours, 30 days, 60 days and 90 days.

Note: This worksheet should be built against a single population.

A-36Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Days Since Previous Admission

Days Since Previous Admission Readmission by DRG

Rows: Rows:

1 Cross Encounter Event Date Difference 1 Initial Encounter Medicare DRG Code and Name

2 Medicare DRG Code and Name

Columns: Columns:

1 Encounters

2 Average LOS

3 Total Costs

4 Encounters, qualified by Discharge Status = Expired; Expired-place unknown; Expired at home; Expired in a medical facility(Hide column)

5 Percent Mortality Formula Column = [(Col 4/Col 1 x 100](foot across)

1 Initial Encounter Encounters

2 Encounters

3 Initial Encounter Days

4 Days

5 Initial Encounter Average LOS

6 Average LOS

7 Cross Encounter Event Date Difference (average)

8 Initial Encounter Total Costs

9 Total Costs

Limit Cross Encounter Event Data Option: Limit Cross Encounter Event Data Option:

Select: Subsequent Encounters Select: Subsequent Encounters

Note: Columns can be repeated, referencing different populations, to create a report that shows information for differing populations in a single worksheet.


11.0 A-37

Appendix A - Worksheet Templates Readmission by DRG

A-38Worksheet Guide

11.0 September 2007

Appendix A - Worksheet Templates Readmission by DRG


11.0 B-1

Appendix B - Data Available to be Masked

De-identifying, or masking, data included a worksheet changes the attributes that could be used to identify the person who the data describes. The tables shown in the following pages indicate Horizon Performance Manager data that can be masked when worksheets are printed or exported. The following categories contain data that can be masked:

• “Encounter Data”

• “Payroll Data”

• “Practitioner Data”

• “Person Data”

B-2Worksheet Guide

11.0 September 2007

Appendix B - Data Available to be Masked Encounter Data

Encounter Data

Category Hierarchy Group 1

Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

1 Encounter Encounter Code

2 Encounter Individual encounters-code

3 Encounter Individual encounters - name

4 Encounter APC/APG detail

Date of service

5 Encounter Billing UB92/HCFA 1500 Forms

Date of current illness


First date patient unable to work


Last date patient unable to work

8 Encounter Birth Baby identifiers

Master enterprise ID


SSN/National ID


Medical record number


Patient account number


Medicaid ID


Medicare ID

14 Encounter Birth Baby names Full

15 Encounter Birth Baby names Honorific

16 Encounter Birth Baby names First

17 Encounter Birth Baby names Middle

18 Encounter Birth Baby names Last

19 Encounter Birth Baby names Suffix

20 Encounter Birth Baby names Previous name

21 Encounter Birth Mother Identifiers Master Enterprise ID


11.0 B-3


22 Encounter Birth Mother Identifiers SS/National ID

23 Encounter Birth Mother Identifiers Medical record number

24 Encounter Birth Mother Identifiers Patient account number

25 Encounter Birth Mother Identifiers Medicaid ID

26 Encounter Birth Mother Identifiers Medicare ID

27 Encounter Birth Mother Names Full

28 Encounter Birth Mother Names Honorific

29 Encounter Birth Mother Names First

30 Encounter Birth Mother Names Middle

31 Encounter Birth Mother Names Last

32 Encounter Birth Mother Names Suffix

33 Encounter Birth Mother Names Previous name

34 Encounter Birth Mother Mother's checkin date

35 Encounter Birth Mother Mother's checkin date and time

36 Encounter Birth Mother Mother's discharge date

37 Encounter Birth Mother Mother's discharge date and time

38 Encounter Birth Baby's checkin date

39 Encounter Birth Baby's checin date and time

40 Encounter Care path Phase Start date & time

41 Encounter Care path Phase End date & time

42 Encounter Care path Order Completion date & time

43 Encounter Check-in

44 Encounter Check-in

45 Encounter Check-in Admitting Practitioner

Identifiers Master enterprise ID


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

B-4Worksheet Guide

11.0 September 2007



Identifiers SSN/National ID


Identifiers UPIN


Identifiers National provider ID


Identifiers Medicaid ID


Identifiers Medicare ID


Identifiers Entity-specific ID


Identifiers Full


Identifiers Previous

54 Encounter Check-in Previous discharge date

55 Encounter Check-in Previous discharge date and time

56 Encounter Classifications UB92/HCFA 1500 Occurrence

Occurrence start date

57 Encounter Classifications UB92/HCFA 1500 Occurrence

Occurrence end date

58 Encounter Clinical Procedures

Principal Practitioner identifiers




SSN/National ID



UPIN



National provider ID



Medicaid ID



Medicare ID



Entity-specific ID


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function


11.0 B-5




Full



Previous


Principal Timestamps Date


Principal Timestamps Date and time


Principal Timestamps Scheduled date


Principal Timestamps Scheduled date & time


Principal Timestamps Surgery Date


Principal Timestamps Surgery Date & Time


Secondary Practitioner identifiers




SSN/National ID



UPIN






Medicaid ID



Medicare ID



Entity-specific ID



Full



Previous


Secondary Timestamps Date


Secondary Timestamps Date and time


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

B-6Worksheet Guide

11.0 September 2007



Secondary Timestamps Scheduled date


Secondary Timestamps Scheduled date & time


Secondary Timestamps Surgery Date


Secondary Timestamps Surgery date & time


Any Practitioner identifiers




SSN/National ID



UPIN






Medicaid ID



Medicare ID



Entity-specific ID



Full



Previous


Any Timestamps Date


Any Timestamps Date and time


Any Timestamps Scheduled date


Any Timestamps Scheduled date & time


Any Timestamps Surgery Date


Any Timestamps Surgery date & time

103 Encounter Discharge Discharge date


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function


11.0 B-7


104 Encounter Discharge Discharge date and time

105 Encounter Guarantor Identifiers Master enterprise ID

106 Encounter Guarantor Identifiers SSN/National Id

107 Encounter Guarantor Identifiers Medicaid ID

108 Encounter Guarantor Identifiers Medicare ID

109 Encounter Guarantor Identifiers Source system code

110 Encounter Guarantor Identifiers Source system name

111 Encounter Guarantor Identifiers Source system code and name

112 Encounter Guarantor Names Full

113 Encounter Guarantor Names Honorific

114 Encounter Guarantor Names First

115 Encounter Guarantor Names Middle

116 Encounter Guarantor Names Last

117 Encounter Guarantor Names Suffix

118 Encounter Guarantor Names Previous name

119 Encounter Patient Identifiers Master enterprise ID

120 Encounter Patient Identifiers SSN/National ID

121 Encounter Patient Identifiers Medical reconrd number

122 Encounter Patient Identifiers Patient account number

123 Encounter Patient Identifiers Medicaid ID

124 Encounter Patient Identifiers Medicare ID

125 Encounter Patient Identifiers Source system code

126 Encounter Patient Identifiers Source system code and name

127 Encounter Patient Identifiers Full

128 Encounter Patient Names Honorific

129 Encounter Patient Names First


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

B-8Worksheet Guide

11.0 September 2007


130 Encounter Patient Names Middle

131 Encounter Patient Names Last

132 Encounter Patient Names Suffix

133 Encounter Patient Names Previous full name

134 Encounter Patient Demographics Age (all ages over 89 are reported as 90. The calculation is based on the current year)

135 Encounter Patient Demographics Date of birth (all birth dates more than 89 years ago are reported as occurring 90 years ago on January 1. For example, if the current date is 5-1-2004 and the actual date of birth is 2-1-1908, then the masked date of birth will be reported as 1-1-1914.

136 Encounter Patient Demographics Date of death

137 Encounter Patient Demographics Employer code

138 Encounter Patient Demographics Employer name

139 Encounter Patient Demographics Employer code & name

140 Encounter Patient Address Home Street address

141 Encounter Patient Address Home City name

142 Encounter Patient Address Home ZIP code

143 Encounter Patient Address Home ZIP name

144 Encounter Patient Address Home ZIP Code and name

145 Encounter Patient Address Home ZIP - 5 digit base

146 Encounter Patient Address Home ZIP suffix

147 Encounter Patient Address Home County name

148 Encounter Patient Address Home County code


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function


11.0 B-9


149 Encounter Patient Address Home County code and name

150 Encounter Patient Address Home Area code

151 Encounter Patient Address Home Telephone number

152 Encounter Patient Address Home Fax area code

153 Encounter Patient Address Home Fax number

154 Encounter Patient Address Home Census block group code

155 Encounter Patient Address Home US Census tract code

156 Encounter Patient Address Home Metropolitan Statistical Area (MSA)

157 Encounter Patient Address Mailing Street address

158 Encounter Patient Address Mailing City name

159 Encounter Patient Address Mailing ZIP code

160 Encounter Patient Address Mailing ZIP name

161 Encounter Patient Address Mailing ZIP Code and name

162 Encounter Patient Address Mailing ZIP - 5 digit base

163 Encounter Patient Address Mailing ZIP suffix

164 Encounter Patient Address Mailing County name

165 Encounter Patient Address Mailing County code

166 Encounter Patient Address Mailing County code and name

167 Encounter Patient Address Mailing Area code

168 Encounter Patient Address Mailing Telephone number

169 Encounter Patient Address Mailing Fax area code

170 Encounter Patient Address Mailing Fax number

171 Encounter Patient Address Mailing Census block group code

172 Encounter Patient Address Mailing US Census tract code


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

B-10Worksheet Guide

11.0 September 2007


173 Encounter Patient Address Mailing Metropolitan Statistical Area (MSA)

174 Encounter Payors Code

175 Encounter Payors Name

176 Encounter Payors Code and name

177 Encounter Payors Contract code

178 Encounter Payors Health coverage plan

Code


Name


Code and name

181 Encounter Payors Contract Modeling payor code

182 Encounter Payors Group code

183 Encounter Payors Insured Identifiers Master enterprise ID

184 Encounter Payors Insured Identifiers SSN/National ID

185 Encounter Payors Insured Identifiers Medicaid ID

186 Encounter Payors Insured Identifiers Medicare ID

187 Encounter Payors Insured Identifiers Insured's ID number

188 Encounter Payors Insured Identifiers Insured's source system code

189 Encounter Payors Insured Identifiers Insured's source system name

190 Encounter Payors Insured Identifiers Insured's source sytem code and name

191 Encounter Payors Insured Names Full

192 Encounter Payors Insured Names Honorific

193 Encounter Payors Insured Names First

194 Encounter Payors Insured Names Middle

195 Encounter Payors Insured Names Last


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function


11.0 B-11


196 Encounter Payors Insured Names Suffix

197 Encounter Payors Insured Names Previous name

198 Encounter Payors Interface information

Contract Modeling

Expected payment contract


Contract Modeling

Mod payment 1 contract


Contract Modeling



Contract Modeling



Contract Modeling



Contract Modeling

Insurance company - payor


Contract Modeling

Insurance company - Health plan

205 Encounter Practitioners Any practitioner





Identifiers UPIN










Names Full name


Names Previous name

214 Encounter Practitioners Admitting Identifiers Master enterprise ID

215 Encounter Practitioners Admitting Identifiers SSN/National ID

216 Encounter Practitioners Admitting Identifiers UPIN


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

B-12Worksheet Guide

11.0 September 2007


217 Encounter Practitioners Admitting Identifiers National provider ID

218 Encounter Practitioners Admitting Identifiers Medicaid ID

219 Encounter Practitioners Admitting Identifiers Medicare ID

220 Encounter Practitioners Admitting Identifiers Entity-specific ID

221 Encounter Practitioners Admitting Identifiers Full name

222 Encounter Practitioners Admitting Identifiers Previous name

223 Encounter Practitioners Physician of record





Identifiers UPIN










Identifiers Full name


Identifiers Previous name

232 Encounter Practitioners Referring Identifiers Master enterprise ID

233 Encounter Practitioners Referring Identifiers SSN/National ID

234 Encounter Practitioners Referring Identifiers UPIN

235 Encounter Practitioners Referring Identifiers National provider ID

236 Encounter Practitioners Referring Identifiers Medicaid ID

237 Encounter Practitioners Referring Identifiers Medicare ID

238 Encounter Practitioners Referring Identifiers Entity-specific ID

239 Encounter Practitioners Referring Names Full name

240 Encounter Practitioners Referring Names Previous name


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function


11.0 B-13


241 Encounter Practitioners Other encounter practitioner





Identifiers UPIN










Names Full name


Names Previous name

250 Encounter Practitioners Clinical procedures

Practioner identifiers




SSN/National ID



UPIN






Medicaid ID



Medicare ID



Entity-specific ID


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

B-14Worksheet Guide

11.0 September 2007



Practioner names

Full name


Practioner names

Previous name

259 Encounter Practitioners Ordering service item practitioner





Identifiers UPIN










Names Full name


Names Previous name

268 Encounter Practitioners Other service item practitioner





Identifiers UPIN


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function


11.0 B-15











Names Full name


Names Previous name

277 Encounter Service item Ordering practitioner





Identifiers UPIN










Names Full name


Names Previous name

286 Encounter Service item Other practitioner





Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

B-16Worksheet Guide

11.0 September 2007



Identifiers UPIN










Names Full name


Names Previous name

295 Encounter Service item Results Date

296 Encounter Service item Results Date and time

297 Encounter Service item Timestamps Date of service

298 Encounter Service item Timestamps Date and time of service

299 Encounter Service item Timestamps Date ordered

300 Encounter Service item Timestamps Date and time ordered

301 Encounter Service item Timestamps Date completed

302 Encounter Service item Timestamps Date and time completed

303 Encounter Service item Timestamps Date posted

304 Encounter Service item Timestamps Date and time posted

305 Encounter Events Category

306 Encounter Events Name

307 Encounter Events Date

308 Encounter Cross Encounter Events

Category


Name


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function


11.0 B-17



Date

311 Encounter Phases Phase Study Definition Name

Phase Name Phase Start

312 Encounter Phases Phase Study Definition Name

Phase Name Phase End


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

B-18Worksheet Guide

11.0 September 2007

Appendix B - Data Available to be Masked Payroll Data

Payroll Data

Category HierarchyGroup 1

HierarchyGroup 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

1 Payroll Employee Code

2 Payroll Employee Name

3 Payroll Employee Code and Name

4 Payroll Employee Social Security Number


11.0 B-19

Appendix B - Data Available to be Masked Practitioner Data

Practitioner Data


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

1 Practitioners Identifiers Master Enterprise ID

2 Practitioners Identifiers SSN/National ID

3 Practitioners Identifiers UPIN

4 Practitioners Identifiers National Provider ID

5 Practitioners Identifiers Medicaid ID

6 Practitioners Identifiers Medicare ID

7 Practitioners Identifiers Entity-specific ID

8 Practitioners Name Full

9 Practitioners Name Honorific

10 Practitioners Name First

11 Practitioners Name Middle

12 Practitioners Name Last

13 Practitioners Name Suffix

14 Practitioners Name Previous full name

B-20Worksheet Guide

11.0 September 2007

Appendix B - Data Available to be Masked Person Data

Person Data


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

1 Person Identifiers Master enterprise ID

2 Person Identifiers SSN/National ID

3 Person Identifiers Medicaid ID

4 Person Identifiers Medicare ID

5 Person Identifiers Source system code

6 Person Identifiers Source system name

7 Person Identifiers Source system code and name

8 Person Name Full

9 Person Name Honorific

10 Person Name First

11 Person Name Middle

12 Person Name Last

13 Person Name Suffix

14 Person Name Previous full name

15 Person Demographics Date of birth

16 Person Demographics Date of death

17 Person Demographics Employer code

18 Person Demographics Employer name

19 Person Demographics Employer code & name

20 Person Address Home Street address

21 Person Address Home City name

22 Person Address Home ZIP code

23 Person Address Home ZIP name

24 Person Address Home ZIP Code and Name

25 Person Address Home ZIP - 5 digit base

26 Person Address Home ZIP suffix


11.0 B-21


27 Person Address Home County name

28 Person Address Home County code

29 Person Address Home County code and name

30 Person Address Home Area code

31 Person Address Home Telephone number

32 Person Address Home Fax area code

33 Person Address Home Fax number

34 Person Address Home Census block group code

35 Person Address Home US Census tract code

36 Person Address Home Metropolitan Statistical Area (MSA)

37 Person Address Mailing Street Address

38 Person Address Mailing City name

39 Person Address Mailing ZIP code

40 Person Address Mailing ZIP name

41 Person Address Mailing ZIP Code and Name

42 Person Address Mailing ZIP - 5 digit base

43 Person Address Mailing ZIP suffix

44 Person Address Mailing County name

45 Person Address Mailing County code

46 Person Address Mailing County code and name

47 Person Address Mailing Area code

48 Person Address Mailing Telephone number

49 Person Address Mailing Fax area code

50 Person Address Mailing Fax number

51 Person Address Mailing Census block group code

52 Person Address Mailing US Census tract code


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

B-22Worksheet Guide

11.0 September 2007


53 Person Address Mailing Metropolitan Statistical Area (MSA)


Hierarchy Group 2

Hierarchy Group 3

Hierarchy Group 4

Data or Function

Documents

Worksheet