Daily Productivity Trend — 14 Days Report

Note: To schedule reports, see the Schedule and Manage Report Jobs topic.

1. Select Main Menu  > Dataviews & Reports > Report Library.
2. From the Report Library, click tap Run Report .
3. In the Select Report panel, select Healthcare Productivity > the Daily Productivity Trend — 14 Days report.
4. Click Tap Select.
5. Select the applicable report parameters:

   • By default, the Reference Date is set to yesterday's date (today —1).

     • This date changes daily. So, the Reference Date is always the day before the day of the report run.

       Examples:

       You manually run a report on Tuesday, November 3; the Reference Date is Monday, November 2.

       A scheduled report runs on Tuesday, November 10; the Reference Date is Monday, November 9.

       A recurring scheduled report runs every Tuesday; the Reference Date is the Monday before each run.

     • You can select a different Reference Date for this run of the report.

       Caution: If you change the default Reference Date for a recurring scheduled report, that date becomes fixed for subsequent runs. As a result, the subsequent reports do not show updated data. See the Schedule and Manage Report Jobs topic.

     • To configure a different offset from today's date, you can change the site.healthcareanalytics.referencedate.offset system setting; see the Healthcare Productivity System Settings topic.

   • Work Unit Hyperfind: Select one of the following hyperfind queries that contains the appropriate work unit:

     Caution: If the report will be in Excel format, make sure that the report contains no more than 90 work units because spreadsheets cannot contain more worksheets (tabs), and each work unit occupies one worksheet.

     • All My Department Work Units: Show all Department-type work units in the organizational sets that you can access in the business structure.

       Example: If you can access 100 departments, and each department has a corresponding work unit, this hyperfind returns 100 department-type work units.

     • All My Work Units: Show all work units, regardless of location type, in the organizational sets that you can access in the business structure.

       Caution: This hyperfind returns work units of different types that are excluded from reports; the Healthcare Productivity reports show department types only.

       Example: If you can access 2 out of 5 facilities, this hyperfind returns only those 2 facility work units plus all department and work group work units that are in those facilities.

     • Work unit hyperfinds: Select one of the custom hyperfinds.
     • Single Work Unit: Select one work unit.

   • Work Unit: (Available only if you select Single Work Unit in Work Unit Hyperfind) Select the work unit. The list shows only work units that you can access.

   • Target: Select the target to use in the calculations:
     • Default (default)
     • Alternate

6. In Output Format, select one of the following:

   • PDF
   • Excel
   • Interactive

   Caution: The CSV (comma-separated values) output is not suited for Healthcare Productivity reports because of the complex structure of the reports.

   Note: Healthcare Productivity reports support only PDF, Excel, and Interactive formats; other formats are not supported.

7. Click Tap Run Report.

   Status indicators

   •  In-Progress: The report is running.
   •  Completed: The report ran successfully without errors.
   •  Failed: The report has errors; check the Run Summary for details. Correct the error and run the report again.

8. Select the report and click tap the right arrow .

   1. Click Tap View Report.
   2. To modify interactive reports, see the Organize and modify data with interactive viewer topic.
9. If the report has multiple pages, click tap the arrows or enter the page number  to change pages.
10. Select Menu  and one of the following:
    • Enable Interactivity: Select to sort, filter, group, or analyze the data in the table. See the Organize and modify data with interactive viewer topic.
    • Parameters
    • Report output

      The table lists the productivity statistics for each day and cumulatively for each work unit compared to the targets. Also, it shows a daily recommended adjustment for each day, for each work unit, that is a recommended change to the average daily hours for each remaining day of the pay period to achieve a 100% productivity level by the end of the pay period.

      A line graph charts the Actual and Target productive hours for each work unit as compared to the weighted volume for each day during the pay period.

    • Export Content
    • Export Data
    • Print

At the top of the report

• Reference Date — The report includes data for the pay period that contains this reference date.

• Work Unit — The work units that are being reported.

• Target — The selected target that is used in the calculations.

• Current as of — The date when the system data was updated; the data is current on this date.

• Executed on — The date and time when the report ran.

• Printed for — The user name — LastName, FirstName — of the person who ran the report.

• Target Variable Hours/UOS: Number of expected variable hours for this work unit for each unit of service (UOS).
• Target Fixed Hours/Period: Number of hours spent by the work unit in a pay period, based on activities that are not directly related to volume. This metric usually applies to managers or clerical workers and does not change with volume.
• Unit of Service for the work unit.

In the report

Daily Hours:

Note: The daily target values are resolved on each day instead of only on the last day of the report.

• Adj. Patient Days: Adjusted patient days including observation.
• Target Productive = Variable Hour Targets + Fixed Hour Targets specified for each day of the pay period and for each work unit.
• Actual Productive: The total number of hours attributed to labor under paycodes designated as productive, expanded to include Regular, Overtime, Agency, and Internal Agency hours.
• Productive Variance = Productive Hours — Total Target Hours, the difference between the actual productive hours worked and the total target hours, based on the labor standard and volume, plus staffing minimums.
• Productivity Index = Total Target Hours / Productive Hours, percentage pay-period productivity index.
• Target/UOS = Total Target Hours / Volume Qty, the number of fixed hours targeted plus the number of variable hours targeted (based on the variable target ratio multiplied by the volume) plus any staffing minimums, stated as hours for each unit of service (UOS).
• Actual/UOS = Productive Hours/Volume Quantity, the total number of hours attributed to labor under paycodes that are design\
• ated as productive, stated as hours for each unit of service.

Cumulative Hours:

• Productive Variance = Productive Hours — Total Target Hours, the difference between the actual productive hours worked and the total target hours, based on the labor standard and volume, plus staffing minimums.
• Productivity Index = Total Target Hours / Productive Hours, percentage pay-period productivity index.
• Target/UOS = Total Target Hours / Volume Qty, the number of fixed hours targeted plus the number of variable hours targeted (based on the variable target ratio multiplied by the volume) plus any staffing minimums, stated as hours for each unit of service.
• Actual/UOS = Productive Hours / Volume Qty, the total number of hours attributed to labor under paycodes that are designated as productive, stated as hours for each unit of service.
• Weighted Volume: Sum of the weighted volume for the work unit; examples: patients, x-rays, units.

Recommended Adj.: The recommended adjustment to the average daily hours for each remaining day of the pay period to get 100% productivity by the end of the pay period.