Workload Volume and Weights Report

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

1. Select Main Menu  > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. & Reports > Report Library.
2. From the Report Library, click tap Run Report .
3. In the Select Report panel, select Healthcare Productivity > the Workload Volume and Weights report.
4. Click Tap Select.
5. Select the applicable report parameters:

   • Note: The maximum date range is 366 days.

     Date Range: By default, the Start Date and End Date are set to yesterday's date (today —1). The format is defined by the locale settings.

     • These dates change daily. So, the Start Date and End Dates are always the day before the day of the report run.

       Examples:

       You manually run a report on Tuesday, November 3; the Start and End Dates are Monday, November 2.

       A scheduled report runs on Tuesday, November 10; the Start and End Dates are Monday, November 9.

       A recurring scheduled report runs every Tuesday; the Start and End Dates are the Monday before each run.

     • You can select a different Start Date and End Date for this run of the report.

       Caution: If you change the default Date Range for a recurring scheduled report, those Start and End Dates become fixed for subsequent runs. As a result, the subsequent reports do not show updated data. See the Schedule and Manage Report Jobs topic.

     • In the report output, the Date Range is shown as the Time Period.

   • Work Unit Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).: 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.

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: In Table of Contents: Select to filter the report by one of the following Types:

      Work Unit Detail: Show the procedures (code and description for each work unit) that contribute to workload volume. For each procedure, the report includes the weighting for the procedure, the actual volume, and the adjusted volume (unit of service) for the work unit.

      Pay Period Year to Date (Fiscal) = All completed pay periods from the start of the fiscal year and including the reference date.

      Note: Although you can run the Workload Volume and Weights report for specific days or for an entire pay period, year-to-date data is correct only if the End Date that you select is the end date of a pay period.

    • Export Content
    • Export Data
    • Print

At the top of the report

• Time Period — The time period of the report. The format is defined by the locale settings.

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

• 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.

• Fiscal Year to Date

In the report

• Procedure Code: Identifier of the procedure code from the billing system.
• Procedure Description: Description from the charge master.
• Actual Volume
  • Period: Raw volume for the period.
  • Year to Date: Sum of the raw volume for all completed pay periods for the Pay Period Year to Date (Fiscal) time period.
• Weights: The ratio of the weighted volume to the raw volume for the date range.
• Adj. Patient Days
  • Period: Charge Master or Copy Weight adjustment factor for all selected pay periods based on the fiscal calendar.
  • Year to Date: Charge Master or Copy Weight adjustment factor for all selected pay periods based on the fiscal calendar.