PeopleSoft Scorecard 9.1 PeopleBook

Using Healthcare Scorecard

This chapter provides overviews of Healthcare Scorecard, Healthcare Scorecard summary, and delivered key performance indicators (KPIs), lists prerequisites, and discusses how to set up and use Healthcare Scorecard.

Understanding Healthcare Scorecard

Today, businesses measure their success based on several KPIs. A scorecard is an enterprise tool for the evaluation and communication of strategic objectives and their KPIs. The Healthcare Scorecard enhances healthcare management by providing key performance indicators that enable healthcare organizations to effectively manage their organization performance by enabling them to:

Build a strong financial base.
Grow the targeted patient base.
Deliver cost-effective care.

Healthcare Scorecard works in conjunction with Scorecard to provide a current representation of how your healthcare organization is meeting its healthcare-centric objectives. Data flows through Scorecard based on a defined frequency. Transactional data is provided to the PeopleSoft EPM warehouses, where it is transformed using the Scorecard analysis tools. The system displays analysis results to users who can use this information to analyze or take actions as necessary. The analysis results are accessed using the company intranet or business home page.

This section discusses:

Integrations
Scorecards and strategy components
KPIs
Batch processes

Integrations

Healthcare Scorecard supports the Plan to Produce, Target to Engage, and Request to Resolve business processes.

Healthcare Scorecard data tables reside in the PeopleSoft EPM database, which serves as a data repository that can include data from other PeopleSoft applications and other legacy systems. Healthcare Scorecard also takes advantage of the functionality of the Scorecard.

Healthcare Scorecard enables you to manage your healthcare business. It is composed of a set of predefined key performance indicators that provide executive and middle management with a summary of healthcare activities in your organization. The application provides metrics that are related to hospital staffing, surgery utilization, and materials-management contract compliance. These metrics enable your managers to increase capacity and minimize excess expenses. The scorecard also enables the CFO and department managers to manage to operational metrics such as average length of stay, case-mix index, and census levels.

See Also

PeopleSoft Enterprise Performance Management Fundamentals 9.1 PeopleBook

Scorecards and Strategy Components

A scorecard is the visual representation of the objectives that your organization is striving to achieve. Its foundation is a strategy tree that is made up of hierarchical nodes of strategy components.

Healthcare Scorecard delivers the HC_CFO, Healthcare CFO scorecard.

Strategy components are the elements that make up your strategy and are the nodes on your strategy tree or tables. Vision, strategic thrusts, and critical success factors are all strategy components, and represent the goals that your healthcare organization is trying to achieve. KPIs, which measure how well an organization is achieving those goals, are attached to scorecard strategy components.

The predefined data components that make up the Healthcare Scorecard are delivered at installation. After you install the database, setting up and accessing the Healthcare Scorecard involves setting up PeopleSoft EPM, populating the data warehouse with data, updating several components of the Scorecard, and populating the final reporting tables.

Note. Before you attempt to set up the Healthcare Scorecard, you should have installed the appropriate components using the installation documentation and moved the appropriate data components to your system database.

Each scorecard works with Scorecard to provide you with an up-to-date view of how your organization is meeting its healthcare objectives. Using this scorecard is optional. This table lists the field values for these scorecards:

Scorecard ID	HC_CFO
SetID	SHARE
Business Unit	HHC01
Strategy Tree	HC_STRATEGY
Strategy Components	The strategy components that are associated with this scorecard are: ST_HC1 - Optimize revenue. ST_HC2 - Maximize customer satisfaction. ST_HC3 - Provide quality care. ST_HC4 - Train all medical staff. All are strategic thrusts.

This table lists the critical success factors for each of the strategic thrusts:

ST_HC1	CSF_F1 - Build a strong financial base. CSF_F2 - Grow targeted patient base. CSF_F3 - Deliver cost-effective care.
ST_HC2	CSF_C1A - Provide personalized care. CSF_C2A - Provide easy access.
ST_HC3	CSF_P1 - Provide outstanding customer service. CSF_P2 - Keep patients informed. CSF_P3 - Streamline processes. CSF_L1 - Hire and develop the best. CSF_L2 - Support employee engagement. CSF_L3 - Communicate expectations. CSF_L4 - Deliver on the strategy.

You can modify the delivered scorecard to suit your implementation.

KPIs

A KPI defines the data value or calculation from the PeopleSoft EPM database that is evaluated to determine how well your organization is meeting its critical success factors.

Healthcare Scorecard delivers a set of preconfigured KPIs that provide your management with the tools it needs to analyze your healthcare operation against business objectives. PeopleSoft has developed these KPIs in conjunction with leading consultants, and they measure many factors including patient data, financial performance, and human resources data.

The KPI IDs of the delivered Healthcare Scorecard KPIs are delivered under the SHARE setID and use the following naming convention:

HC_EXT – KPIs using external data.
HC_FDB and HC_FMS – KPIs using financials data.
HC_HR – KPIs using human resources data.
HC_MAN – Manual KPIs to enter patient survey data.
HC_SCM – KPIs using supply chain data.

Batch Processes

You must run the following jobstreams to populate key tables:

KP_ANALYZE

This jobstream populates KP_KPI_CALC_F00 and KP_KPI_ASMT_F00. Run this jobstream to validate the KPI calculation rules, verify end values, and test the KPI assessment rules.
BC_ANALYZE

This jobstream populates KP_KPI_CALC_F00, KP_KPI_ASMT_F00 and BC_ASSESS_F00. Run this jobstream to generate the final scorecard assessments after you validate your setup (by running KP_ANALYZE). If you set up this job to run regularly, the KPI process can aggregate data month-to-month and year-to-date. You must run this process after you populate or update the PeopleSoft EPM tables (such as during the Extract Transform and Load process) to view current results for your healthcare scorecard.

See Also

Processing KPIs and Scorecards

Healthcare Scorecard Summary

The following table contains a summary of the KPIs that are delivered with Healthcare Scorecard. It lists the KPI description, dimension or object type, perspective type, and KPI calculation definition.

KPI Name	Dimension (Object Type)	Perspective	KPI Calculation
Average length of stay	Business unit	Sourced from external data	Patient days in month ÷ total discharges in month
Maintained bed occupancy	Business unit	Sourced from external data	(Patient days × 100) ÷ (Maintained beds × 365)
FTEs per adjusted occupied bed.	Business unit	Sourced from external data	FTEs ÷ Maintained bed occupancy
Average daily census, monthly	Business unit	Sourced from external data	Number of patient days in month ÷ days in month
Case mix index	Business unit	Sourced from external data	Case mix value from external system.
Surgical cases outpatient	Business unit	Sourced from external data	Value from external system
Surgical cases inpatient	Business unit	Sourced from external data	Value from external system
Emergency visits outpatient	Business unit	Sourced from external data	Value from external system
Encounters outpatient	Business unit	Sourced from external data	Value from external system
Admissions inpatient	Business unit	Sourced from external data	Value from external system
Discharges inpatient	Business unit	Sourced from external data	Value from external system
Cash and equivalents	Business unit	Financial	Total cash and equivalents.
Investments at market value	Business unit	Financial	Total investments at market value.
Patient accounts receivable	Business unit	Financial	Total patient accounts receivable.
Property, plant & equipment	Business unit	Financial	Total property, plant, and equipment.
Other assets	Business unit	Financial	Total other assets.
Total Assets	Business unit	Financial	Total of all assets.
AP and accrued expenses	Business unit	Financial	Total of AP and accrued expenses.
Due to 3rd parties	Business unit	Financial	Total due to 3rd parties.
Long-term debt	Business unit	Financial	Total long-term debt.
Other liabilities	Business unit	Financial	Total other liabilities.
Net assets	Business unit	Financial	Total net assets.
Total liabilities	Business unit	Financial	Total liabilities.
Short-term investments	Business unit	Financial	Total short-term investments.
Depreciation funds	Business unit	Financial	Total depreciation funds.
Education funds	Business unit	Financial	Total education funds.
Total unrestricted funds	Business unit	Financial	Total unrestricted funds.
Long-term investments	Business unit	Financial	Long-term investments
Total cash and investments	Business unit	Financial	Total Cash and investments
Operating revenues	Business unit	Financial	Operating revenues
Salaries and benefits	Business unit	Financial	Salaries and benefits
Supplies and services	Business unit	Financial	Supplies and services
Capital expenses	Business unit	Financial	Capital expenses
Uncompensated care	Business unit	Financial	Uncompensated care
Total operating expenses	Business unit	Financial	Total of all .
Operating income	Business unit	Financial	Based on the monthly general ledger.
Non-operating gains	Business unit	Financial	Based on the monthly general ledger.
Unrealized Gains	Business unit	Financial	Based on the monthly general ledger.
Total income	Business unit	Financial	Total Income based on the monthly general ledger.
% of revenue charitable	Business unit	Financial	Amount of total revenues that comes from charity. % of revenue charitable.
Inventory ratio	Business unit	Supply Chain	Based on the total revenue $ and inventory $. Total revenue/Inventory
Break even	Business unit	Financial	Operating expenses/Net patient revenue
Inpatient capitated revenue %	Business unit	Financial	Inpatient capitated revenue / Revenue
Inpatient commercial revenue %	Business unit	Financial	Inpatient commercial revenue/revenue
Inpatient HMO revenue %	Business unit	Financial	Inpatient HMO revenue/Revenue
Inpatient Medicaid revenue %	Business unit	Financial	Inpatient Medicaid revenue/Revenue
Outpatient Medicare revenue %	Business unit	Financial	This Healthcare KPI provides outpatient revenue ratio by dividing Outpatient revenue from Total revenue
Inpatient self pay revenue %	Business unit	Financial	Inpatient self pay revenue/Revenue
Net income	Business unit	Financial	Net revenue-operating expenses
Net income to patient revenue	Business unit	Financial	(Net revenue-Operating expenses)/(Net patient revenue+Premium revenue)
Non-Operating gain	Business unit	Financial	Net non operating gains/Total revenue
Operating margin %	Business unit	Financial	(total operating revenue-total operating expenses)/total operating revenue*100
Total Margin	Business unit	Financial	Excess revenues over expenses/Total revenues*100
Free operating cash flow to revenue	Business unit	Financial	(Operating cash flow – capital expenditures) ÷ total revenues × 100
Free operating cash flow to assets	Business unit	Financial	(Operating cash flow – capital expenditures) ÷ total assets × 100
Reported income index	Business unit	Financial	Excess of revenues over expenses ÷ Change in net assets
Return on equity	Business unit	Financial	Excess of revenues over expenses ÷ Net assets
Growth rate on equity	Business unit	Financial	Change in net assets/Net assets
Debt service coverage ratio	Business unit	Financial	REVENUE / (PRNCL_PTMNT + INT_EXP)
Times interest earned	Business unit	Financial	(Revenue – Operating Expense) ÷ Interest expense
Current ratio	Business unit	Financial	current assets ÷ current liabilities
Depreciation rate	Business unit	Financial	Depreciation ÷ Property, plant and equipment
Capital expenditure growth rate	Business unit	Financial	Capital expenditures ÷ Gross property, plant and equipment × 100
Working capital absorption	Business unit	Financial	Increase in net working capital (excluding short term cash) ÷ (Excess of revenues over expenses + depreciation) × 100
Replacement viability	Business unit	Financial	Price level adjusted accumulated depreciation
Accounts receivable (days)	Business unit	Financial	(accounts receivable × 365) ÷ (total expenses – depreciation)
Average payment period (days)	Business unit	Financial	(current liabilities × 365) ÷ (total expenses – depreciation)
Debt to capitalization %	Business unit	Financial	LT_DEBT ÷ (LT_DEBT + assets)
Fixed asset financing %	Business unit	Financial	Long term debt ÷ Net fixed assets × 100
Cash flow to total debt %	Business unit	Financial	(Excess of revenues over expense + depreciation expense) ÷ (Current liabilities + long term debt) ÷ 100
Cash flow to total liabilities %	Business unit	Financial	(revenues – operating expense + depreciation and amortization expense) ÷ Total liabilities × 100
Cash on hand (days)	Business unit	Financial	(cash and cash equivalents + board designated funds for capital) × 365 ÷ (total operating expenses – depreciation and amortization expenses)
Capital expense (%)	Business unit	Financial	(interest expense + depreciation & amortization expenses) ÷ total operating expenses
Equity financing	Business unit	Financial	Net assets ÷ total assets × 100
Average age of plant	Business unit	Financial	accumulated depreciation ÷ depreciation expense
Bad debt % of net revenue	Business unit	Financial	Bad debt expense ÷ Net revenue × 100
Total asset turnover	Business unit	Financial	Total revenue ÷ total assets
Fixed asset turnover	Business unit	Financial	Total revenue ÷ net fixed assets
Current asset turnover	Business unit	Financial	Total revenue ÷ Current assets
Cash collected vs target (12 month average)	Business unit	Financial	Accounts receivable ÷ 12 month average of last years collection
Reserve levels	Business unit	Financial	Total monetary reserve levels.
Accounts receivable for current accounting period	Business unit	Financial	Accounts receivable value taken from the general ledger.
Assets in current period	Business unit	Financial	Value taken from the general ledger.
Assets in prior period	Business unit	Financial	Value taken from the general ledger.
Working capital for current accounting period	Business unit	Financial	Current assets – current liabilities
Working capital for prior accounting period	Business unit	Financial	assets for prior accounting period – liabilities for prior accounting period
# of new hires per day	Business unit	HRMS	The average number of new employees hired each week. # new hires per period ÷ # days per period
Source of hires versus cost	Business unit	HRMS	Lists the average cost of a new hire by hiring source on a quarterly basis. Total hiring cost ÷ # from source
Staff turnover	Business unit	HRMS	The monthly staff turnover % for the entire business unit. # employees terminated by BU ÷ total employees by BU
Staff turnover by location	Department	HRMS	Monthly staff turnover by department. # employees terminated by department ÷ total employees by department
Total turnover per tenure	Tenure group	HRMS	Monthly staff turnover by years of service. Categories are: 0–1, 2–5, 6–10 & 10+ . # employees terminated by tenure group ÷ total employees by tenure
Total turnover per manager	Employee	HRMS	Monthly staff turnover by manager. # employees terminated per manager ÷ total employees per manager
Staff turnover by job code	Job code set	HRMS	Monthly staff turnover by job code. # employees terminated by job code ÷ total employees by department
Voluntary staff turnover %	Business unit	HRMS	Calculates the percentage of employees who quit or left the company each month. # Voluntary turnover ÷ # total turnover
Average age of workforce	Business unit	HRMS	Calculates the average age of employees. Sum ages of employees ÷ # of employees
Average time to fill positions	Business unit	HRMS	Calculates how long all current positions have been vacant. Sum days positions has been opened ÷ # of positions
Vacancy rate	Business unit	HRMS	Calculates the percentage of open positions. # of open headcount ÷ # of total headcount
Outside labor as a % to total	Business unit	HRMS	Calculates the percentage spent on outside labor each month. This Healthcare KPI provides outside labor cost % by dividing outside labor cost from total labor cost.
Total revenue per FTE	Business unit	HRMS	Calculates how much was earned per full time equivalent. This Healthcare KPI provides total revenue per FTE by dividing total revenue dollars from general ledger by total FTE numbers from time labor data.
Revenue/physician FTE	Business unit	Internal	Calculates how much was earned per full time physician. This KPI provides Revenue per physician FTE by dividing revenue data from General Ledger by Physician FTE from Time labor data.
Expense/physician FTE	Business unit	Internal	Calculates how much was paid in salaries per full time physician. This KPI provides expense per physician FTE by dividing expense data from general ledger by physician FTE from time and labor data.
Days in accounts receivable	Business unit	Internal	Calculates how quickly accounts receivables was collected. Total number of days.
FTE	Business Unit	Internal	Monthly full time equivalent. Calculates full time equivalent (FTE) by the following calculation: ( Total Reported hours × 12 ÷ 2080)
Inpatient revenue %	Business unit	Financial	Calculates inpatient revenue % by dividing inpatient revenue by total revenue.
Outpatient revenue %	Business unit	Financial	Calculates outpatient revenue % by dividing outpatient revenue by total revenue.
Total salary per FTE	Business unit	Internal	Total salary ÷ Total FTE
Total benefits per FTE	Business unit	Internal	Total benefits ÷ Total FTE
Total compensation per FTE	Business unit	Internal	(Total Salary + Total Benefits) ÷ Total FTE
PTO costs at department level	Department	Internal	Paid Time Off pay ÷ Department salary
PTO costs at BU level	Business unit	Internal	PTO pay ÷ Total Salary
Overtime costs	Business unit	Internal	Overtime Pay ÷ (Total Salary + Total Benefits)
PTO FTEs of Total FTEs	Business unit	Internal	PTO hours FTE ÷ Total FTE
Average hourly rate	Business Unit	Internal	Total labor cost ÷ Total labor hours
Part time FTEs of total FTEs	Business unit	Internal	Part time hours FTE ÷ Total FTE
Weekly payroll	Business unit	Internal	Payroll amount (per week).
Operating profit margin	Business unit	Internal	Calculates the profit margin by dividing Total Operating Profit by Total Operating Revenues.
Physician FTE	Business unit	Internal	Calculates the physician FTE by Physician reported work hours from the following: Time and labor data × 12 ÷ 2080
Satisfaction with physical	Business unit	Survey data	This is a manual KPI.
Nurses' attention to needs	Business unit	Survey data	This is a manual KPI.
Informed about delays	Business unit	Survey data	This is a manual KPI.
Inventory turnover	Business unit	Supply Chain	Amount of inventory sold per month over the total inventory on hand.
Return to vendor	Business unit	Supply Chain	Percentage of inventory items returned to vendors.
Backorder percentage	Business unit	Supply Chain	Percentage of stock inventory not available.
Hazardous materials usage	Business Unit	Supply Chain	The volume of hazardous materials used. Trended over time.
Total PO dollar amount	Business unit	Supply Chain	Identifies the total value of all purchase orders each week.
PO quantity ordered by department (in US dollars)	Department	Supply Chain	The value of the total quantity ordered by each department.

Delivered KPIs

Details about the delivered KPIs are provided in the HCKPIS.PDF file that is located on the PeopleBooks CD. This file provides information about each of the delivered predefined KPIs through summary and detail tables. Use these tables to better understand Healthcare Scorecard calculations. You can also use the information in these tables as a basis for altering the scorecard to update KPIs and target rules.

All KPIs are stored in the enterprise data warehouse. PeopleSoft arranges this information by line of business (HR, Financials, Supply Chain, or CRM). This logical grouping is used for convenience and does not represent four separate warehouses. The Healthcare Scorecard spans all of the areas that are needed to provide a complete representation of the health of the organization.

Predefined KPIs are the basis for analysis within Healthcare Scorecard. You must understand the definition detail to understand what is being calculated in your scorecard results.

The delivered KPIs use the following sources: external data, financial data, human resources data, and supply chain data. The system also includes manual KPIs.

This section discusses:

External data
Manual KPIs

External Data

The KPIs that are listed in this section use data from external systems, such as Eclypsis TSI or McKesson Trendstar. You can configure the system to use data from such a system by creating an extract, transform and load (ETL) map to port the data from your system to the data warehouse tables that are used by these KPIs.

Note. You must configure your own ETL map for mapping this data into the data warehouse tables shown subsequently. For detailed information about how to create and use ETL maps, refer to the IBM WebSphere documentation.

The tables that you must populate are HC_EXT1_TABLE and HC_EXT2_TABLE.

HC_EXT1_TABLE

This table shows the structure of HC_EXT1_TABLE

Field	Description	Field Type	Field Length
BUSINESS_UNIT	Business unit.	Character	5
EFFDT	Effective date.	Date	10
EFF_STATUS	Status as of effective date.	Character	1
PATIENT_DAYS	Patient days.	Number	9.2
MAINTAINED_BED	Maintained beds.	Number	7

HC_EXT2_TABLE

This table shows the structure of HC_EXT2_TABLE

Field	Description	Field Type	Field Length
BUSINESS_UNIT	Business unit.	Character	5
EFFDT	Effective date.	Date	10
EFF_STATUS	Status as of effective date.	Character	1
CASE_MIX_INDEX	Case mix index.	Number	7.2
IP_ADMISSION	Inpatient admissions.	Number	7
IP_DISCHARGE	Inpatient discharges.	Number	7
IP_SURG_CASE	Inpatient surgical cases.	Number	7
OP_EMRG_VISIT	Outpatient emergency visits.	Number	7
OP_ENCOUNTER	Outpatient encounters.	Number	7
OP_SURG_CASE	Outpatient surgical cases.	Number	7

See Also

PeopleSoft Enterprise Performance Management Fundamentals 9.1 PeopleBook

IBM WebSphere Documentation

Manual KPIs

In addition to calculated KPIs, the system provides manual KPIs with the Healthcare Scorecard. Manual KPIs do not use data that is derived from PeopleSoft EPM tables to determine their values; the actual data element is stored in the data warehouse. Manual KPIs are loaded into the warehouse using the Scorecard Manual KPI page. Both calculated and manual KPIs use target rules to determine their assessments, and the system can calculate and assess quarter-to-date and year-to-date totals, depending on the options that you establish.

See Also

Processing KPIs and Scorecards

Prerequisites

You must load the delivered KPIs that are required for Healthcare Scorecard by running a data mover script when you install the application. This is detailed in the installation instructions.

See The PeopleSoft EPM 9.1 Installation Guide on the PeopleSoft My Oracle Support website.

Setting Up and Using Healthcare Scorecard

To use Healthcare Scorecard, perform the following tasks:

Set up PeopleSoft EPM.
- Define PeopleSoft EPM components, including but not limited to business rules, general options, business units, business models, scenarios, security, ledgers and templates, tablemaps, datamaps, filters, and constraints.
- Extract, transform, and load data from source tables into the Operational Warehouse Staging tables.
- Review data warehouse tables that are delivered with the system.
- Run the ETL process to populate the data warehouse tables.
Set up Scorecard tables.

You are not required to set up these tables to implement PeopleSoft Healthcare Scorecard if you plan to use only the delivered Healthcare Scorecard KPIs. PeopleSoft delivers the metadata for these KPIs in the SHARE setID. However, if you plan to establish your own scorecards or KPIs, you must establish these tables.
- Define your strategy, including the following tasks: create strategy trees and strategy components; set up strategy components and specify their assessment method; create the scorecard definition.
- Prepare data that is required for KPIs including the following tasks: define the data from the PeopleSoft EPM database that is the basis for your data elements (data elements are used by KPIs to measure actual results); create calculation definitions on which to base a KPI; specify what type of activity should occur as a result of KPI assessment; establish actions to take as a result of KPI assessment (actions are made up of one or more activities); establish assessment definitions—when the target rule that uses this assessment evaluates as true, the image assigned appears on the scorecard.
- Define KPIs, including calculation and assessment frequency, attachments, analysis paths, report attributes, and notes.
- Establish the security groups for viewing KPIs and for KPI assessment.
- Define assessments.
- Define summary calendars.
- Enter values for default targets that you use for any KPI dimension members.
- Set up user profiles.