Work Unit Custom Healthcare Productivity Reports

With Healthcare Productivity, you can build and deploy the following custom productivity reports:

• Work Unit View: Enable custom reporting of productivity, payroll, and volume data by work unit; daily, for a range of days, or by pay period (symbolic time period).
• Work Unit — Time Series: Enable custom reporting of productivity and volume data by work unit; daily or by pay period increments.

Before you start, make sure that your access to the reports is configured; see Administer Access to Healthcare Productivity Reports.

Configure the work unit RDO

Configure the report data object (RDO) for the work unit reports as follows:

1. Select Main Menu  > Administration > Application Setup > Common Setup > Report Data Object Management.
2. Click Tap Add .
3. Select one of the following RDOs:

   Note: For detailed instructions and information about the other types of RDO, see the Report Data Object Management topic.

   • Work Unit View
   • Work Unit — Time Series
4. Enter the Report Data Object Key which is the unique identifier for the RDO. This key will be hidden, and you cannot change the name after you save it.
5. Enter a Description of the RDO.

   Note: This description is shown in the list of RDOs and should be informative and clearly describe the purpose.

   Examples:

   • Daily Amounts Productivity
   • Raw Payroll
   • Pay Period Productivity
   • Daily Volume
   • Pay Period Volume
6. In Type, select Custom Read Only to make the report read-only and not editable.
7. According to the RDO, select the Work Unit RDO Type:

   Work Unit View

   • Daily Productivity (default)
   • Pay Period Productivity
   • Payroll
   • Volume

   Work Unit — Time Series

   • Daily Productivity (default)
   • Pay Period Productivity
   • Volume
8. According to the Work Unit RDO Type, select the Rollup Type:
   • For Daily Productivity: Work Unit is the only type; you cannot select another type.
   • For Pay Period Productivity: Select Employee, Job, or Work Group.
   • For Payroll: Select Work Group.
   • For Volume: (Required) Select Procedure Code.
   • For Volume Time Series: Select Post Date.
9. According to the RDO, select the Time Increment:
   • For Daily Productivity: Select Date, Day of Week, or Day of Week + Date.
   • For Pay Period Productivity: Select Date (pay-period end date) or Date Range (from pay-period start date to end date).
   • For Volume: Select Day. You can change the label to Service Date.
10. Select the Time Increment Format.
    1. For Daily Productivity: Select Day (default), Week, Month, or Quarter.
    2. For Pay Period: Select Pay Period End Date. The format is MM/DD/YYYY.
    3. For Service Date: Select Date, Day of Week, or Day of Week + Date.
11. For Column Relationship Rules, select Enabled.

    Note: Does not apply to work-unit type RDOs.

12. Select the Columns:

    Caution: Some columns appear in the table by default. Select at least one metric of the same entity, otherwise an error will occur.

    1. Click Tap Add .
    2. Select a column.

       To change the sort order of the table, click tap a heading.

       To filter the table, enter the name of an item in the field below the header.

    3. Enter a Label.
    4. Select an Assignment if needed for the target or if derived from the metrics of the target:

       Default

       Alternate

    5. Click Tap Add Column.
    6. Repeat for another column.
13. Click Tap Save.

Save the report design

1. From the report, click tap the right-arrow button .
2. In Save As, do the following:
   1. Select a location to save the report.
   2. Enter a File Name.
   3. In File Type, select Report Design (*.rptdesign).
   4. Click Tap OK.
3. In Parameters, do the following:
   1. Enter a Date Range Selector.
   2. Enter a Work Unit Hyperfind.
   3. Enter a Work Unit Picker.
   4. Enter reportMetadata.
   5. Select a Daily Productive Hours Target-Update.
   6. Click Tap OK.

Publish the report

1. Open Report Studio: Select Main Menu  > Administration > Application Setup > Common Setup > Unpublished Reports.
2. Click Tap Publish .
3. In Create Published Report, do the following
   1. Enter the Report Name.
   2. (Optional) Enter a Description.
   3. (Optional) Enter a Label to display in the list of published reports.

   4. 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.

   5. In Currency Displayed As, select one of the following:

      Logged-in User (default): The logged-in user's preferred currency.

      Employee Assigned: The Employee's assigned currency.

4. Click Tap Save.

   Note: By default, when you publish a report, it can be accessed by the All Reports data access profile.

Run and view the reports

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 and the published custom 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: 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

Report metrics

At the top of the report

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

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

• 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.

In the report

You can customize the displayed metrics in these reports.