Configure Targets for Healthcare Productivity

Targets consist of an Analytics KPI Kluczowy wskaźnik wydajności mierzy wynik działania w organizacji, dzięki czemu można go porównać z celami operacyjnymi lub strategicznymi i podjąć próbę poprawy wydajności. or metric, locations in the business structure, an effective date, and threshold values.

Managers use Healthcare Productivity to monitor performance against defined targets to ensure organizational outcomes such as reduced cost, increased productivity, and better employee engagement.

  • Use Ratio KPIs​: In general, ratios make more informative comparisons. Also, targets against a ratio are valid for any time period or level of the business structure.
  • Do not mix ratio and non-ratio types:

    Calculations that mix percentages and fixed numbers will not be correct.

    The system does not validate these configurations and does not generate error messages.

    Do not select Non-Ratio for percentage (ratio) KPIs.

    Do not select Ratio for non-ratio (fixed number) metrics or KPIs.

    Do not configure both ratio and non-ratio types for the same KPI or metric. Otherwise, the report or dataview shows two columns with the same header for both types of target.

  • Have a plan​: Identify relevant KPIs that impact the business and labor costs.​ Understand the goals, then set targets that show the required insights.​
  • Do not assign targets directly to employees: ​For Healthcare Productivity, assign targets to the Work Group type of work unit Work units (WU) define departments, work groups, and combine business structure nodes or jobs into single entities for productivity analysis. All Healthcare Analytics reports require work units. that collects jobs including the employees' primary job.
  • Create as many targets as you need: Targets do not count against the KPI limit of 200 active metrics and KPIs.​

Uwaga: Targets that are created while a Target Export integration is running are not included in the export. These targets will be exported the next time the integration runs.

  1. Configure the Function Access Profile (FAP) to give access to target management as follows:
    1. Kliknij Dotknij Main Menu  > Administration > Application Setup > Access Profiles > Function Access Profiles. 
    2. Select Manager—System Configuration.
    3. Select KPI Builder Setup.
    4. In Target Management > Healthcare Productivity Target Management, select Allowed in Access Scope.

      Uwaga: For more information about access settings, see Configure Access to Healthcare Productivity.

  2. Configure Work Units.

For Healthcare Productivity, configure variable and fixed healthcare productivity targets for work units.

  1. Select Main Menu  > Administration > Application Setup > KPI Builder > Target Management.
  2. Create or edit a target as follows:
    • Create: Kliknij Dotknij Add . 

      Select Healthcare Productivity Target.

    • Edit: Select a target. Kliknij Dotknij Edit .

      In Save Changes to, select one of the following:

      • Save changes everywhere that the named entity is used — Save the changes to all current targets.
      • Save as a new named entity — Save the changes as a new target.
    • (Enabled only for expired targets) Delete: Select an expired target. Kliknij Dotknij Delete .

      Przestroga :You cannot delete a target once it is created and saved. You cannot delete a target that has not expired.

  3. Select one of the following Healthcare Productivity Metrics:
    • Paid Amount: Cost
    • Paid Hours
    • Productive Amount: Cost
    • Productive Hours: Only Productive Hours is shown in reports.
    Przestroga :

    To calculate productivity metrics accurately, make sure that the following are configured:

    • Days and hours of operation are defined for each facility or department. Departments inherit hours of operation from facilities. See the Configure Hours of Operation topic.
    • Full-time equivalent (FTE) hours are defined for the work units; see the Configure Work Units topic.
    Przestroga :
    • Changes to the metric apply to all targets that are associated with the metric.
    • Changes to target values make immediate changes to the underlying metrics and cause automatic recalculations to the effective date.
    • Changes are updated in all new reports.

    Uwaga: These metrics populate the Daily Productivity Trend 14 Days Report.

    The Name of the target is created automatically from the work unit code and the metric. The name is unique, and you cannot edit it.

    Example: If the work unit code is ABC-ER-105 and the target uses the Productive Hours metric, the target Name is ABC-ER-105 Productive Hours.

  4. (Optional) Enter a Description.
  5. Select the work unit as follows:
    1. Kliknij Dotknij Select Work Unit.
    2. Select one Work Unit.
      Przestroga :

      The combination of work unit and KPI or metric must be unique.

      You cannot select a work unit of the type Combination.

    3. Kliknij Dotknij Apply.
  6. Variable Targets:

    Uwaga: If you use targets, you must configure either variable or fixed targets, or both.

    1. Create or edit a variable target as follows:
      • Kliknij Dotknij Add .
      • Select a target. Kliknij Dotknij Edit .

      • Przestroga :You cannot delete a target once it is created and saved. You cannot delete a target that has not expired.

    2. In Effective Date, select the date when the target becomes active. Alternatively, you can select the Beginning of Time.

      Przestroga :Only one target can be active during a time period; do not overlap the dates of targets.

    3. Select the Expiration Date when the target expires and is no longer active. Select Forever (internally, the value is 1/01/3000) for a target that never expires.

    4. In Pay Period Ratios, enter both a Default Value and Alternate Value.

      The Default Values and Alternate Values are shown side-by-side in the targets calendar with the Alternate Values in parentheses. Example: 8.00 (9.00).

      The value can have up to 6 decimal places.

    5. In Daily Ratios, enter a daily ratio for each day of the week. A ratio defines targets against percentage KPIs.
    6. Kliknij Dotknij Add or Update.
    7. Repeat for another variable target.
  7. Fixed Targets

    Uwaga: If you use targets, you must configure either variable or fixed targets, or both.

    1. Create or edit a fixed target as follows:
      • Kliknij Dotknij Add .
      • Select a target. Kliknij Dotknij Edit .

      • Przestroga :You cannot delete a target once it is created and saved. You cannot delete a target that has not expired.

    2. In Effective Date, select the date when the target becomes active. Alternatively, you can select the Beginning of Time.

      Przestroga :Only one target can be active during a time period; do not overlap the dates of targets.

    3. Select the Expiration Date when the target expires and is no longer active. Select Forever (internally, the value is 1/01/3000) for a target that never expires.

    4. Only for Productive Hours:

      An Adjustment Flag modifies how the system generates the Fixed Target Value for the Productive Hours (daily or pay period) metric.

      Select one of the following:

      Blank (default): No adjustment to the target hours; add fixed hours to any variable hours.

      Y: Deduct actual non-productive hours from the fixed target hours of the work unit.

      F: Set the target hours to equal the actual productive hours worked.

    5. In Daily Targets, enter both a Default Value and Alternate Value for any number of days of the week. The value can have up to 6 decimal places.
    6. Kliknij Dotknij Add or Update.
    7. Repeat for another fixed target.
  8. Kliknij Dotknij Save.