StrataJazz Release Notes

Transcription

1 StrataJazz Release Notes This document describes the enhancements for the StrataJazz release. The document also describes several defects that were fixed for this release. General General features include changes to user management, single sign-on support, improvements to System Center, and an enhanced user experience. User Management The following features were added for user management. Bulk Update for User Licensing An Import/Export wizard provides the ability to update user licensing in bulk. You can download an Excel file, make updates in the spreadsheet, and upload the updated file. Copy Selected Users The Copy From functionality for roles now allows you to select specific roles to copy or delete when you are adding or editing a user. 1

2 User Locking Mechanism The system implements a user lock for the User Management and Group Management pages. The lock prevents multiple users from overwriting changes. Active Directory Federation Services Support Active Directory Federation Services (ADFS) is a Microsoft application that permits single sign-on across multiple systems and applications within your organization. The StrataJazz platform now supports ADFS. Previously, LDAP integration required privileged access between the client network and the Strata Decision network. To enable Federated Services, contact your Strata Decision consultant. Migration to this feature requires additional testing and coordination between your IT department and Strata Decision staff. System Center Many System Center grid screens have been updated to improve the processing time for large lists of records. These screens display a maximum of 500 records but you can filter to see records beyond 500. To make multiple changes simultaneously, download the entire list to an Excel file, make updates in the spreadsheet, and upload the updated file. 2

3 User Experience Several enhancements improve the user experience for reports and dashboards. Reports The following features pertain to reports: Navigation for reports is improved to save the last selected tab when a user leaves the Reports page. When the user returns to the Reports page, the saved tab is selected. The performance is improved for running large ad-hoc reports. When you extract data from an ad-hoc report, the system appends the date and time to the file name, which allows multiple files of the same report to be opened concurrently. Many ad-hoc reporting issues were fixed. o Hidden columns are not included when you export to an Excel file. o Exports to an Excel file now export zeros instead of dashes. o For cube reports, the month names for columns now appear in the correct order. o Making several changes in quick succession will not result in the auto-refresh process timing out. o You are prompted to save the report only if you have made a structural change, such as a change to a row or column layout or the addition of a new parameter. Dashboards The following features pertain to dashboards: You can easily access a favorite dashboard from the Home page. Select Favorite from the dashboard menu to create a link to the dashboard in the Favorites pane. When printing dashboards, you can choose to print one item per page. When printing dashboards, if you choose not to print specific columns, you no longer see a blank column. The printed columns will expand to fill the page. 3

4 Financial Planning This section includes general changes to the financial statement as well as enhancements for the Capital Planning, Equipment Replacement, Operating Budgeting, Forecasting, Management Reporting, and Productivity Reporting modules. Financial Statements Administrators for the Operating Budgeting, Forecasting, and Capital Planning modules can now make the following updates to financial statements without having to go through a Strata Decision consultant. Metric definitions Income statement formatting Changes to line item names 4

5 Capital Planning Features for the Capital Planning module include a status message on the form for new projects, clarification of skipped workflow steps, enhancements to funding sources, and miscellaneous minor updates. New Project Plan Save This feature pertains to new projects if your organization uses the New Project Plan Save feature. This feature requires that you complete all required fields before you can click Save and Close. A message at the top of the form now indicates the current status. You cannot edit the budget until the save process has completed. 5

6 Skipped Workflow Steps A tool tip for skipped steps in the workflow provides the reason that the step was skipped and the date. Reasons might include the dollar threshold qualification or the author is already the designated reviewer for another step. Funding Source Enhancements The following features pertain to funding sources. Return Released Funds For projects with at least one funding release, you can return unused funds back to one or more funding sources. In the Project Close Out section of System Center, the Return Released Funds screen shows all projects with a funding release. The Total Released column is the total sum of all funding releases, including returned funds, for a given project. The following diagram shows the calculation for Total Spend. Total Remaining is Total Released Total Spend. After you identify the relevant components and specify the funding sources to which you want to return funds, the system creates a new funding release with a negative balance. 6

7 Funding Sources by Entity Team members outside of the financial team may not be sure which funding sources to select for a project. This uncertainty has been eliminated by associating funding sources with specific entities. When you specify a department on the project form, the system recognizes which entity is associated with that department and limits the funding sources available for selection on the pro forma. You can no longer select funding sources on the project form. To enable this feature during your annual rollover process, contact your Strata Decision consultant. Miscellaneous Changes The following defects were fixed in the Capital Planning module. The option to select a radio button, if available, now works correctly in the Multi-edit functionality for a Capital form. If you try to add a calculated field with a name that already exists in the database, the system provides a warning. The system uses OR rather than AND to search on multiple filter values for a given field. For example, if the Filter Budget Status = Submitted for Review and you filter by two different Departments, Nursing and Surgical, the system uses the following search parameters: Budget Status AND (Department = Nursing OR Department = Surgical ) Equipment Replacement The following changes have been made to the Equipment Replacement module: A System Center screen has been added to refresh asset priority for the current calendar year. Inflation rate now assumes days in a year to account for a leap year. For assets with the replacement year set to Future, the default project start year and in-service year are the same as the budgeting year. 7

8 Operating Budgeting Operating Budgeting features include additional functionality in System Center, enhancements to the department budget model, and improvements to Native Modeling. System Center The following Operating Budgeting enhancements pertain to System Center. System Suspension Budget administrators can temporarily suspend the budget process during maintenance activities. Certain maintenance activities where there is a danger of adverse impact to the budget process now require that the budget is suspended. Administrators can specify a custom message to deliver to end users during the suspension. Global Model Management Administrators can now manage all aspects of the following models: Global Statistics o Add or remove accounts to the Global Statistics model. o Update global statistic to department allocation percentages. o Run a new report, OB Global Statistics Allocation, to see a summary of the allocations. To launch the report, right-click a Global Statistics plan in the directory, select Report, and then select the OB Global Statistics Allocation report. Reimbursement o Update deduction account allocations percentages. o Move data from department models to the reimbursement model. Service Line o Update charge unit to service line encounter ratios. 8

9 Miscellaneous Budgeting Tasks The following miscellaneous tasks can now be handled in System Center. Use the Active Plan Configuration screen in the Budget Department Setup section to configure budget departments as fixed or variable. Update maximum fill-in counts. Determine which accounts are the primary statistics for a department and make updates in a single location on the Primary Statistics Configuration page. Department Budget Model Numerous enhancements were made in the department budget model. The baseline budget now appears on the Reports tab of the department budget model. You can calculate budget variance from either the baseline budget or from the prior year's projection. You can map provider revenue directly to a general ledger account rather than use an allocation percentage. 9

10 Native Modeling The following enhancements pertain to Native Modeling. On a per user basis, Native Modeling remembers the setting for Advanced or Basic mode. Native Modeling has been updated to render model formatting, specifically borders, for a cleaner look. A help button within the Native Modeling window links users to model-specific help. Numerous performance issues have been fixed. o Cells no longer lose focus in certain editing scenarios. o The visual error that resulted when expanding a row section during cell calculation has been resolved. o The Change Font menu no longer disappears in Chrome. o Calculated cells that are not in the viewable area are now updated correctly. o Load time is improved for large model sections. 10

11 Forecasting System Center screens for the Forecasting module now include the following functionality. Run Fillins You can now run fillins from System Center. Fiscal Year Setup for Service Line Forecast The Fiscal Year Setup screens support updates to the service line forecast model year structure. Reconciliation Defects for System Center reconciliation screens have been resolved so that target reconciliation values are not lost under certain circumstances. 11

12 Management Reporting New features in Management Reporting include enhanced department variance information and changes to statistic management. Department Variance Details The Management Reporting dashboard now has a Department Variances pane where you can search for any department and click to view additional details on the Department Variance page. Click a metric on the Department Variance page to see details for that metric. 12

13 At the top of the page, you can see the current month values and the commentary criteria. Statistics The following changes pertain to statistics in the Management Reporting module. Management Reporting now uses the same three categories as the budget model to differentiate which statistics drive certain accounts. The categories are Revenue, Staffing, and Non-Staffing Expenses. You can use the Primary Statistics Configuration screen in System Center to flex a department using statistics from another department. After your initial implementation, you can manage primary statistic definitions in System Center. A defect that prevented the correct calculation of flexed FTEs was fixed. Flexed FTEs are now calculated correctly when you run the Refresh MR Data process. Productivity Reporting The following Productivity Reporting tasks can now be handled in System Center. Manage the current default reporting period on the Update Current Period screen. An entity with a different pay cycle can update the default period independent of other entities. Manually process productivity data on the Run System Calculations screen. This is consistent with Management Reporting. 13

14 Decision Support Decision Support enhancements include general enhancements as well as changes specific to Cost Accounting and Contract Analytics. General The following changes pertain to all aspects of the Decision Support solution. For a dimension or measure rule, you can export or import a list of comma-separated values (CSV). The Import and Export buttons are displayed if you select In or Not In as the operator. If an encounter does not have a corresponding readmission, the system no longer includes this encounter in readmission reporting. The system now displays ICD-10 fields from the Patient Viewer or Ad-hoc Patient Populations. From the Decision Support menu you can select Data Extracts to extract cost data. You can select columns and filters and schedule the extract to send data to your SFTP site. 14

15 Cost Accounting On the General Information page in Cost Accounting, you can access a list of the ten most recently launched costing reports. This feature allows quick access to the report results. Contract Analytics The following functionality pertains to Contract Analytics. You can easily access a favorite contract model from the Home page. Click the star in the upper right corner of the contract to create a link to the contract model in the Favorites pane. When you select the Per Visit reimbursement method, you can choose the lesser cost between per visit or a defined percentage of charge. When you use a reimbursement method, for example, Per Visit, you can specify a value with up to four decimal places. 15

16 Continuous Improvement Enhancements include changes to Utilization Variation and Quality Variation, and Staffing and Pay Practices. Tracking Charge Code Details for Utilization Variation As a cost leader reviewing the status of your projects, you need to understand utilization at the charge code level and how charge codes affect overall savings. The Utilization Tracking page now displays all charge codes by provider. The page displays all charge codes used in either the baseline or tracking months. For each charge code, you can see the YTD percentage change in the following metrics: % of cases with that charge quantity per case cost per case total cost charge of % of cases change of quantity per case To easily see all metrics and make updates, you can export the data to an Excel file. Remove QVI Encounters from Utilization Tracking Quality variation can dramatically affect the number of resources required to treat a patient. At the beginning of the fiscal year, you can now remove encounters flagged with a Quality Variation Indicator (QVI) from utilization tracking. (By default, all QVI-tagged encounters are included for tracking.) This functionality ensures that savings are not double-counted when tracking quality variation and keeps 16

17 utilization variation focused on homogeneous patient populations rather than patients with quality incidents. Staffing to Demand and Newborn Encounters To optimize staffing-to-demand for a unit, the calculated demand must closely reflect the actual demand. For many departments, including newborn encounters is a way to more accurately reflect the amount of work that occurs. When configuring inpatient staffing, you can now choose whether to include or exclude newborns on a department-by-department basis. For example, for Labor Delivery, exclude newborns because the mother is the primary patient. For the Neo-natal Intensive Care Unit, include newborns as the focus is on the newborn patient. Miscellaneous Changes The following minor changes were made to the Continuous Improvement solution. Decimal rounding on QVI Reports now shows two decimals. This change affects the Total Cost ($MM) and Total Net Revenue ($MM) rows. Exporting the Staffing to Demand schedule now differentiates the name for the schedule and the performance export file. The following names are examples. o Schedule: CI_S2D - [Department Name]_Schedule_Date o Performance: CI_S2D [DepartmentName]_PerformanceReport_Date 17