Authorization Financial Overview and Utilization Dashboard
What is the Authorization Financial Overview and Utilization Dashboard?
SETWorks is happy to announce updated and simplified Business Intelligence views into your service delivery. These new views are based on all of your activity records, authorizations, service billing rules and rates as well as electronic remittance advice if applicable.
The "Authorization Financial Overview and Utilization" Dashboard is a great place to start. This dashboard shows the billable $ amounts by departments and months as well as some insight into overall authorization utilization. In the Authorization Overview table, the Authorization Total reflects the total $ amount based on the authorization hours/ service as they are entered in SETWorks. The Total Charge Amount is what you've logged based on Activity Records.
The "Authorization Financial Overview and Utilization" dashboard is designed to display where you might have extra room to deliver services. It is important to remember that all of these amounts are calculated based on the authorization hours/units entered into SETWorks. Dollar amounts are calculated based upon what authorizations and activity records have been entered into SETWorks and do not reflect actual revenue collected.
Let's take a look at each individual widget (section) of this dashboard. If you have any questions on terminology about Business Intelligence Dashboards as a whole, please refer to the Business Intelligence Dashboards - Tips and Tricks and FAQ article.
Charge Amounts (services provided)
Displays dollar amounts of actual services provided, split by department and month. Shows the dollar amounts of the value of services that were provided.
Top 10 Charge by Contract and Service Type
This provides an at-a-glance view of where you are generating the most income - grouped by funding source/contract and service type.
Top 10 Charge by Service
Provides an at-a-glance view of income split out by each individual service.
Authorization Overview for Excel
Designed for easy exporting to Excel. To export, hover over the widget and select the ellipsis (three dots) on the upper right corner of the widget. For a detailed explanation, please see our Business Intelligence Dashboards - Tips and Tricks and FAQ article.
Authorization Total amount is based upon the hours and dollar amount of the authorization.
Total Charge Amount (services provided) is based on the activity records logged in SETWorks.
Current Charge Shortfall (even distribution of authorization - current charge) Displays the difference, in dollars, between the Authorization Total amount (estimated total value of the authorization) and the Total Charge Amount (actual dollar amount charged by billable activity records), if we take the authorization and evenly distribute the units available on that authorization over the time span of the authorization.
This allows you to see if the authorization is under-utilized, over-utilized, or on target.
How Do I Use This Effectively?
Let's take a look at the first example on the list: The Day Hab Authorization for Sirius Black for the 2022 Fiscal year:
In this example, we under-utilized the authorization. The total value of the authorization was $4,140. (This is how much money we could have billed for had we provided more services.)
The total charge amount was only $69.
The Current Charge Shortfall was $4,071 meaning we left that amount unused.
Related Articles
Authorization Utilization By Department
What is the Authorization Utilization By Department Dashboard? SETWorks is happy to announce updated and simplified Business Intelligence views into your service delivery. These new views are based on all of your activity records, authorizations, ...Employment Outcomes Dashboard
Using the Employment Outcomes Dashboard What is the Employment Outcomes Dashboard? Administrators, Managers Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same ...Authorization Overview Report - Best Practices
How can I effectively use the following reports? Authorization Overview Report with Frequency Information Authorization Overview Report with Frequency Information, Units and Percentage The Authorization Overview Report is a versatile report that can ...Authorization Overview
What is an Authorization? All users Authorizations are a key topic in SET-Works that describes the service(s) that a consumer is receiving. Authorizations can be viewed/added/modified from within the consumer record. Note: Authorizations should be ...SETWorks Webinar - May 2023 - Finance Dashboards
On May 17th 2023, SETWorks hosted a live webinar about Finance Dashboards in SETWorks. You can view the recording from the link below: https://youtu.be/Q-LnNDcyCe0 References: General Help: SETWorks Webinar - April 2023 - Business Intelligence (BI) ...