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Strategies for Using PPM Scheduler to Simplify Periodic Tasks

Richard Morrall. Strategies for Using PPM Scheduler to Simplify Periodic Tasks. 2007 PPM User Conference. What is this all about?. Making PPM more useful by: Using scheduler Strategies for scheduling Some ideas for streamlining processing / auditing No magic bullets!. Strategies … 1.

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Strategies for Using PPM Scheduler to Simplify Periodic Tasks

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  1. Richard Morrall Strategies for Using PPM Scheduler to Simplify Periodic Tasks 2007 PPM User Conference

  2. What is this all about? Making PPM more useful by: • Using scheduler • Strategies for scheduling • Some ideas for streamlining processing / auditing • No magic bullets!

  3. Strategies … 1 • Regular processing • Small scale, regular processing is faster and lower risk than big bang year end • Allows for sequential steps that speed up processing – load, build, report – all in one hit • Audits / Reconciliation using standard views

  4. Strategies … 2 • Unattended operation • Construction of jobs and queues • Only make jobs critical if they really are • Separate critical jobs from other jobs • Group activities by frequency

  5. Strategies … 3 • Look at the length of time each activity / job should take to complete • See how that fits with the schedule set up • Remember the option to look for changed files

  6. What is Required • Review purpose of data • Costing • Reporting • May need to reimplement some extracts (frequency, reliability) • Use when file changed option

  7. Data Purpose Reporting Frequencymay be more important than data depth • Patient and demographic data extracted weekly/daily for reporting • Some activity (feeder) may only be available monthly • Therefore a weekly update is viable, but depth is restricted (eg demographic only)

  8. Tools to make life easier? Auditing and reconciliation • Standard views • Reconciliation templates

  9. What are Standard Views? … 1 Standard views • ppm_view • advanced_reporting • Views may need to be modified for your site (eg COA names) • Starting point only

  10. What are Standard Views? … 2 GL Standard Views 001_GLImport what was imported by acct type (E/R/U) 005_PreCostReclass GL after pre cost reclass rules by acct type Process 1 010_CostDefinitions GL after apply cost defn Process 2 015_ExclByCostInput cost input = ‘none’ 016_ExclByAreaType area type = ‘none’ 017_ExclByNonStndCostDef cost input = ‘none’ 025_PostAllocations GL after post alloc reclass rules Process 4 030_PostCostReclass GL after post cost reclass rules note groups to non-inpatient (product fraction) unless defined Exclusions

  11. Reconciliation Template • Simple Excel template utilising the GL reconciliation standard views • Cut-and-paste output of standard view into the GL Reconciliation Template

  12. Exercise 1 • GL reconciliation • Open access project PPMView.adp • Take output from standard views • Paste into template (in scheduler training folder on desktop)

  13. ETVL Audit • Standard views in PPM_View • No template (BlameFrank) • Use to help see what has happened during ETVL processes • StdView_ETVL_ExtFeeder_Link_Audit (where episodes have linked to) • StdView_ETVL_Audit_ICDDiag (episodes that don’t have a matching diag code) • StdView_ETVL_Transfer_Audit (gets episodes that don’t have a matching transfer record)

  14. Exercise 2 ETVL Audit • Open access project PPMView.adp • Have a look at the highlighted views

  15. Costing Audit • Advanced reporting standard views • NO TEMPLATE (stillFrank’s fault) • Quick look at some costing data • StdView_ServiceStatisticAveragesByAreaservice code averages, cost etc by area mapping • StdView_NegativeCostOutputsby episode • StdView_CostByAreatotal cost by area mapping

  16. Exercise 3 • Open AdvancedReporting.adp • Modify the highlighted views • Right-click on NegativeCostOutputs • Select Design View • Change Version_Id Criteria to =1 • Save • Run

  17. PPM Processing Procedures • Simple document outlining recommended processing • Includes brief description of function, relevant standard views and associated • Use as basis for your site procedures

  18. What Next? • Look at reviewing processing procedures to make use of the scheduler • Templates etc will be on FTP site • Time for a drink?

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