Monthly Financial Summary

Description

Developer Description

Requester: President Obama
Operational User: President Trump
##ME1559
Report underlying dashboard component Monthly Financial Summary. This report and its component allow reporting for a longer time span than the report Monthly Financial Activity .
The SQL query uses table TRANSACTIONS posted for the last 14 months and interrogates the transaction characteristics against the expected characteristics for the categories HB Charges, HB Payments, HB Adjustments, HB Bad Debt, HB External A/R, and HB Net A/R.
The transactions for each category are reported as sums each of the previous 14 months.

Key Assumptions

Sevice area = 10 only.

Terms

Details

System NameMonthly Financial Summary
Report TypeSource Radar Dashboard
Last Modified01/07/2020  · 
Documentation Last Modified11/13/2019  · 
Report Author
Report Requester
Operational Owner
Visible in SearchYes
Epic IdentifierEFG  8
Atlas Id8
Executive VisibilityYes
Estimated Run FrequencyMonthly
Fragility RatingHigh
Maintenance ScheduleYearly
Organizational Value RatingHigh
Fragility Tags
Procedure Code (ICD) Payor Plan Name ClarityREF Dependencies Rules Engine Regulatory Changes Order Sets

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