Finance Dashboards

Finance Dashboards

Administrators, Executives

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. 

View our Finance Dashboard Webinar:

Authorization BI Reports

There are seven reports available that are recommended for use by executives for fiscal analyses of your organization or for detailed authorization overview. 

Telling the Financial Story

The Authorization Financial Overview and Utilization Dashboard is a great place to start. This dashboard shows the billable dollar 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 dollar 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. Learn more. 

The Authorization Financial Overview has more of a focus on finding where we might not be fully providing authorized services and where we might have extra room to deliver needed services. It is important to remember that all of these amounts are calculated based on the authorization hours/ units entered into SETWorks.

The Authorization Hours Overview and Authorization Units Overview tell the story of your utilization along with percentages and overall target and weekly hours/unit suggestions.
 
The Authorization Utilization By Consumer Trellis and Authorization Utilization by Department Trellis give an at-a-glance view of how well we're utilizing our authorizations by Consumers and by Departments.

Finally, the Authorization Financial RA has a focus of your remittance advice information and how it relates to service delivery.

Details

- Behind the scenes, a new service evaluates all Activity Records logged in SETWorks based on configured billing rules, rates and units to provide strategic insight into service delivery.
- Data for our Business Intelligence Dashboards is processed every 24 hours. 
- The service currently evaluates the past 700 days of applicable authorizations and all dates into the future based on authorizations that are currently active. 
- All Billable Activity Records as well as billable appointments are included.
- Default service rate changes or major non-passive changes to rates and billing rules may take up to 72 hours to reflect in Business Intelligence.
- The service works well for services that are based on any kind of minute based increment.
- Monthly and day rate services are not explicitly excluded but have some applicable exceptions covered below. 
- A staff filter is not included because we're evaluating everything from a service delivery perspective.

Definitions

Auth Charge: This reflects the total dollar amount if all the units in the authorization are provided. 
Minutes:  The precise number of minutes that can be billed after applying billing rounding rules.
Minutes Logged:  The total number of minutes logged prior to rounding.
Charge Loss Due To Rounding:  The prorated charge loss amount based on fractional rounding.
Target Units / Minutes / Charge:  The target for evenly distributing services over the span of an authorization.
Ideal Target Units / Minutes / Charge:  The ideal target to maximize services based on remaining days in an authorization.
Charge Amount:  The $ amount based on Activity Records that could be billed for.
Paid Amount:  The $ amount based on remittance advice data received (may not be applicable).

Exceptions

Minutes / Units / Minutes Logged exceptions:
- Monthly rate and Day rate minutes, units and minutes logged are set to the currently logged minutes.

Target Charges/ Minutes/ Units exceptions:
- All TCM Services (G9212) are set to 0
- Monthly Rate Target Charge is calculated by distributing the monthly rate across every day in the month for plotting purposes
- Monthly Rate Target Minutes and Target Units are set to 0

Ideal Charges/ Minutes/ Units exceptions:
- If the authorization has no remaining days left the ideal values are set to 0
- Day Rate Target Charge is evaluated based on an assumption of 24 hours service delivery (certain rules cannot be considered for future plotting purposes)
- Day Rate Target Minutes are set to 0 and Target Units are set to 1 per day.
- Day Rate Ideal Target Charge is evaluated based on an assumption of 24 hours service delivery (certain rules cannot be considered for future plotting purposes)
- Day Rate Target Ideal Minutes are set to 0 and Target Ideal Units are set to 1 per day

Accessing Reports

Settings > Provider Build > Configure Report Access




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