Healthcare reporting configuration

Note: Steps 1 through 4 are configured out of the box, but customers can add additional parameters if necessary.
  1. Select Maintenance > Optional Modules > Healthcare Reporting Setup > Target Setup > Step 5: Assign Targets.
  2. Select Create new Entry and specify this information:
    1. Set Target to BUDGETED PRODUCTIVE WORK BY JOB.
    2. Select a Team.
    3. Set Target Metric to HPUOS (Hours Per Unit of Service).
    4. Set the Value field to the number of direct hours budgeted for the target.
    5. Set the Fiscal Year Start Date.
    6. Select Save.
    7. Select the Target Jobs.
  3. Select Create New Entry and specify this information:
    1. Set Target to BUDGETED AVERAGE DAILY METRIC.
    2. Select a Team.
    3. Set Target Metric to ADM (Average Daily Metric).
    4. Set the Value field to the number of direct hours budgeted for the target.
    5. Set the Fiscal Year Start Date.
  4. Select Maintenance > Optional Modules > Healthcare Reporting Setup > Step 1: Create Unit of Service.
  5. Select Create New Entry and specify this information:
    1. Set the Unit of Service, for example Midnight Census.
    2. Provide a Description.
  6. Maintenance > Optional Modules > Healthcare Reporting Setup > Step 2: Record Daily Unit of Service.
  7. Select Create New Entry and specify this information:
    1. Set the Unit of Service, for example Midnight Census.
    2. Select a Team.
    3. Select the start Date.
    4. Set the Value.
  8. Load the timesheet for the week for the dates the Record Daily Unit of Service is created.