Tier I Flashcards

1
Q

What does FiscalMonthID correspond to?

A

Calendar Year (January = FiscalMonthID 1)

FiscalMonthID is a unique identifier for each month in a fiscal calendar.

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2
Q

What does SortOrder correspond to?

A

Fiscal Year, which varies by client

SortOrder is used to determine the order of months in a fiscal year.

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3
Q

True or False: SortOrder should be based on FiscalMonthCode.

A

False

SortOrder should be based on the fiscal year used by the client.

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4
Q

Fill in the blank: FiscalMonthID always corresponds to _______.

A

Calendar Year

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5
Q

What is the relationship between FiscalMonthID and SortOrder?

A

FiscalMonthID corresponds to Calendar Year, while SortOrder corresponds to Fiscal Year

This distinction is important for accurate financial reporting.

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6
Q

What is Charge Volume?

A

A break down of charges based on charge codes for departments, patient classes, and service lines.

A charge code is an identifier that links taxes and service charges to products

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7
Q

What is the source of truth for secure and non-secure servers?

A

The Confluence page is the source of truth for secure/non-secure servers.

Ask if uncertain.

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8
Q

What is the difference between secure and non-secure servers?

A

Secure servers protect sensitive data, while non-secure servers do not.

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9
Q

What does PHI stand for?

A

PHI stands for Protected Health Information.

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10
Q

What are Feature Flags?

A

Feature Flags are product-controlled mechanisms that allow teams to enable or disable features in a product.

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11
Q

What is fp.BudgetConfigSetting?

A

fp.BudgetConfigSetting is a specific type of feature flag used for budget configuration.

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12
Q

What is fp.SystemSetting?

A

fp.SystemSetting refers to legacy feature flags or actual settings used in the system.

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13
Q

What are the Main dimensions for Stats?

A

Department, Account, PatientClass

This refers to the key categories used for statistical analysis.

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14
Q

What are the Main dimensions for Staffing?

A

Department, JobCode, PayCodeGroup

These dimensions help in categorizing staffing data.

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15
Q

What are the Main dimensions for GL?

A

Department, Account

GL stands for General Ledger, which tracks financial transactions.

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16
Q

What is the purpose of the SampledBudget?

A

A copy of source data not shown on UI

It serves as the baseline data for budget planning.

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17
Q

What does the InitialBudget represent?

A

All configuration/flexing applied to SampledBudget numbers

This is presented to customers as the estimated budget.

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18
Q

Who makes adjustments to the TargetAdjusted numbers?

A

Finance admins

They adjust for factors like inflation and raises in the Plan Editor.

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19
Q

What does BudgetAdjusted refer to?

A

The set of numbers adjusted by department managers in MyBudgets

This allows for localized budget management within departments.

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20
Q

What does the term Projection refer to?

A

The current Fiscal Year, part of which has already happened

It provides an updated view of financial expectations.

21
Q

What is the SampledProjection?

A

Not shown on UI

It acts similarly to SampledBudget but for projections.

22
Q

What is the InitialProjection?

A

Not shown on UI

It serves as a preliminary projection data point.

23
Q

What is the purpose of ProjectionAdjusted?

A

To reflect adjusted projections for the current Fiscal Year

This is typically updated based on actual financial performance.

24
Q

How do the different time classes of the plan relate to each other?

A

For storing Budget and Projection adjustments

Budget is the next fiscal year. Projection is the current fiscal year

Each phase builds upon the previous data to refine financial estimations.

25
What are rates?
Rates are what we use for flexing.
26
What is an example of a historical ratio?
Nurses per patient in previous year.
27
Fill in the blank: Statistic * rate = _______
variable data
28
When are rates set?
Rates are set during: * Sampling * Configuration Changes * Plan Editor by variable set adjustments ## Footnote Initial values (e.g. InitialBudgetRateXX) won’t change but Target/BudgetAdjustedRateXX will
29
What are rates for Charge Volume?
CV Units/Encounter ## Footnote Charge Volume (CV) is a measure used in healthcare billing and coding to assess the volume of services provided during a patient's encounter.
30
What are rates for Statistics
The rate for Dependent Statistics. e.g. Driver -> Dependent
31
What are the rates for Staffing/Provider?
a. Staffing variable hours / Statistics (Hours/UOS) b. Provider variable dollars / Statistics ($/UOS) c. PAF (Patient Activity Flexing) PercentAdjustmentFactor
32
What are the rates for Benefits?
a. Dollars Per FTE (UnitTypeID = 171) b. Percent of Salary (UnitTypeID = 170)
33
What are the rates for GL?
a. Variable dollars / Statistics b. PercentOfCharge - for flexing deductions from revenue c. PercentAdjustment Factor - Used for PAF and deductions
34
# What sections have VariabilityID and why?
Staffing and General Ledger | The sections can have partial variability
35
What is the difference between adjustments and flexing?
Adjustments are entered by user. Flexing happens automatically from configuration setup and uses rates to alter downstream data.
36
# Why do we have separate fp.FactXXXXReport tables (fp.FactStaffingReport
Each fact table is configured for Score and reporting and pertains to its section in jazz
37
# What table does all flexing logic use?
fp.FlexConfigMapping as a cached version of all overrides at the lowest level. PAF and ChargeToGLCrosswalk are exceptions
38
# Why is DepartmentID on fp.ServiceLineEncounter different from all other
It is for security purposes only. If a client needs to limit access for local admins to encounter data, DepartmentID is used.
39
What are the "Historical" timeclass budget phases?
1. Prior Year (TimeclassID = 1, Budget FiscalYear - 2) 2. Current Year Budget (TimeClassID = 2 and Budget FiscalYear - 1) 3. Current Year Actual (TimeClassID = 2 and Budget FiscalYear - 1) | Visible but not editable
40
# What are the "Projection" timeclass budget phases?
1. Sampled Projection (Copy of source data. Not shown on UI) 2. Initial Projection (All Configuration and flexing applied to SampledProjection numbers. Not show on UI) 3. Projection Adjusted | Only projection adjusted is visible/editable
41
# What are the "Budget" timeclass budget phases?
B1. Sampled Budget (Copy of source data. Not shown on UI) 2. Initial Budget (All Configuration and flexing applied to SampledBudget numbers. Not show on UI) 3. Budget Adjusted (dept managers make adjustments here in MyBudgets (final values in the budget) | Only target & budget adjusted are visible/editable
42
# How are General Ledger, NonStaffing, and Revenue related?
GL is the main repository of accounts. a. Non-staffing and Revenue are subsets of the GL
43
What is the BudgetEngine and how does it work?
It processes all non-synchronous work The requests are queued and it uses Hangfire.
44
# What are BudgetActions and DataRefreshMethods?
* BudgetActions are initiated from a user event (like an adjustment) * DataRefreshMethods are the steps that a BudgetAction performs to propagate the data thru the system
45
# How do we target the budget engine?
By Department via: * BudgetRefreshSourceDimensionality * This is a User-Defined Table Type in SQL Server
46
# How do we collapse in the budget engine?
Collapsing is the process of taking requests and flattening them down into 1 before processing. We do this to save processing time. | Collapse by data refresh action, or by Action.
47
# What are the Main Adjustment Types?
* Set * Percent * Import
48
# How are adjustments stored when not made at the department level - why?
* “Rollup adjustments” – dummy adjustment that is used for display in the Activity Pane * we create one adjustment per affected department * We use Department to target our Engine runs, so we need the adjustments to have DepartmentID on them