DWH User Group Matching to the PSA Reports

1. DWH User Group Matching to the PSA Reports Matching to the PSA Reports Transaction Cube Revenue Cube Expense Cube Utilization Cube *New* SMS Charges Cube

2. Why Are There Differences Between the PSA and DWH? • There are calculated values in the PSA. • A mapping table is used to create PSA departments. If the table is out of synch, the values will not match. • The PSA identifies groupings differently than the Medical Center’s General Ledger.

3. The Best Place to Balance The PSA Report is generated at a PSA Department Level and a Cost Center Level. Because of the issues mentioned previously, it is easiest to balance at the Cost Center Level. If you receive Billing Area level information in your downloads, it’s even a better place to start. Rule of Thumb: “The lower the level, the better”

4. Charges • Charges from the Transaction & Utilization cubes (IDX data only) should match almost exactly to the PSA. • If there is a mismatch in charges it’s usually for one of two reasons: • The Mapping tables are out of synch. • A Cancer Center cost center is out of the PSA ** • SMS gross charges (new cube) may not match because of a facility fee charge adjustment in the PSA. ** Resolved October 2005.

5. Payments can only be matched from the Transaction Cube and Combined Revenue Cube. Both IDX and SMS have adjustments made to payments. IDX – Removes Refunds, Check Returns, Credit Balance Adj., Escheat from Cash Receipts. Adds Refund Reversals back in. SMS – Multiplies Cash Allocation by Adj. Factor. Payments

6. Transaction Cube – Use the starter report “PSA IDX Reconciliation” Combined Revenue Cube – Measures have been set up to list the adjusted Revenue as well as the original Cash Receipts and individual adjustments. Payments – Cont’

7. Combined Expenses Cube – This cube contains both the PSA report groupings and the General Ledger groupings. The expenses are identical, they are just grouped into different sub categories. Expenses

8. Measures will match those reported in the PSA Charges are not Gross -- they reflect the negative adjustment of MC Facility Fees Include Gross charges in the future? **NEW** SMS Charges Cube

9. How do we Compare/Combine this data with IDX data from other cubes? Cost Centers: like the existing “combined” cubes, DBS numbers from GL are mapped to values in both systems IDX: Billing Area  DBS SMS: GL Key  DBS PSA is a collection of cost centers; therefore, PSA dept and Campus Divisions are comparable Possibility of adding IDX Billing Area in future? SMS CDM (Charge Description Master): each CDM corresponds to an Idx Procedure Code. We then use IDX Dictionary 1 (procedures) to map each Idx Proc Code to a Medicare CPT code FSC Categories: Transaction Financial Class (TxnFC) from SMS maps to our IDX FSC Categories, though not to the individual FSCs themselves Visit Number – not in cube but available via a drill-thru Viewing SMS data through an IDX lens

10. How NOT to Compare/Combine this data with IDX data from other cubes? Combining numbers in this cube with numbers from the Utilization cube may overstate actual Units and RVUs IDX routing mechanism leads to the following Prefix 3  IDX Prefix 7  SMS Though Providers come from the same dictionary, SMS Attending Provider is not always populated (or comparable?) Attending Prov in SMS only available as of November ‘04 Future Fixes? Combine unique data from IDX and SMS into one cube Identify other relationships that can be useful for reporting Viewing SMS data through an IDX lens – pitfalls!