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

Medical Group

Why Are There Differences Between the PSA and DWH?

1. There are calculated values in the PSA.2. A mapping table is used to create PSA

departments. If the table is out of synch, the values will not match.

3. The PSA identifies groupings differently than the Medical Center’s General Ledger.

Medical Group

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”

Medical Group

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.

Medical Group

Payments 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.

Medical Group

Payments – Cont’ 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.

Medical Group

Expenses 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.

Medical Group

**NEW** SMS Charges Cube

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?

Medical Group

Viewing SMS data through an IDX lens

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

Medical Group

Viewing SMS data through an IDX lens – pitfalls!

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