Elements of MEPRS Data: A Review of the EAS IV Repository Tri-Service MEPRS Conference Lansdowne, VA 30 August 2007 Herb Escobar Axiom Resource Management hescobar@axiom-rm.com

EAS IV Repository Universe Contains 25 Classes – logical groupings of specific data elements or “Objects” Queries are constructed by selecting Objects from valid Class combinations This presentation will focus on key data Classes and relevant caveats and cautions

EAS IV Repository Universe Compatible Class Combinations X’s in the matrix indicate compatible classes – your queries can contain objects from compatible classes only Y’s identify principal classes – you must select objects from the principal class first, followed by other compatible classes

Class 05: Common Expense Elements Can be used only with Classes 06, 07, 09, 10 DoD – standardized financial information F - Financial M - Manual P - Personnel SEEC-based – remnant from Enrollment Based Capitation (EBC) – either 0%, 100%, or 20%) D - Direct R - Reimbursable S - Resource Sharing (before FY05)

Class 06: Expense Detail Principal Class, compatible with 01, 03, 04, 05, and 11 Codes only (MTF-specific 4th-level FCC descriptions are in Class 11) DoD-standard 3rd-level FCC descriptions are available in Class 03 Total Expenses can be computed by adding: Direct Expense Net Month Purified Expense Expense Contributed Stepdown Expense from D accounts Stepdown Expense from E accounts

Application Example 1

Application Example 1 Produce a report listing the Fiscal Year 2007 Medical/Dental Supplies expenses for NNMC Bethesda (DMIS ID 0067) by fiscal month.

Example 1: Approach (From Class 01) Remember, objects from Class 06 must be selected first

Example 1: Results Note: Data extracted 1 August 2007

Class 08: Common Expense Allocation Keys Compatible only with Classes 09 & 10 Identifies the type of expense 1 – Direct 2 – Cost Pool 3 – Support Services 4 – Support Services via Cost Pool 5 – Ancillary 6 – Ancillary via Cost Pool 7 – Expense Contributed Provides personnel skill type detail (“N” indicates Non-Personnel Expense) Specific allocation expense contributions. For example, Rx expenses by inpatient FCC, or from a reporting DMIS ID To account for all Ancillary or Support Expenses allocated, you must include expenses “via Cost Pools”

Class 09: Expense Allocated Principal Class compatible with 01, 03, 04, 05, 08, & 11 Type of expense is determined by Objects from compatible Classes. (For example, selecting “Expense Indicator” from Class 08 returns expenses by specific Expense Indicator)

Application Example 2

Application Example 2 Produce a report detailing the FY 2006 monthly pharmacy expenses in support of Ambulatory Internal Medicine at NNMC Bethesda (DMISID 0067)

Example 2: Approach Remember, objects from Class 09 must be selected first

Example 2: Results Note: Data extracted 1 August 2007

Class 07: Personnel Detail Principal Class, compatible with 01, 03, 04, 05, and 11 MTF detail and FCC descriptions can be selected from compatible Classes Available FTEs and Salary data by FCC are not purified (FTEs and salary expense remain in cost pools) Total Available (post purification) FTEs can be computed by adding: Available FTE Purified Available FTE

Class 10: Personnel Allocated Principal Class compatible with 01, 03, 04, 05, 08, & 11 Similar to Class 07 – Personnel Detail Use with Class 11 for MTF and 4th-level FCC detail Post-Purification (Allocated) FTEs – no FTEs remain in Cost Pools FTEs here equal Class 07 Assigned and Available PLUS Purified FTEs

Class 07, 10 Difference Class 07 -- note FTEs remain in Cost Pools! Class 10 – note FTEs are purified from Cost Pools!

Class 12: Service Unit Cost Contains unit costs by expense component by service units Identifies specific measure to cost. For example, Admissions, Dispositions, etc. (“Professional Fees” include Clinician and Direct Care Professional salaries) Count of specific Service Unit measures. For example, total dispositions. Unit costs by expense component Total Service Unit Cost (sum of separate expense components) Must include at least FY, FM, Parent DMIS ID, and 4th Level FCC for valid Service Unit Costs

Class 12 Cautions! But there is still more trouble….. Exercise 5a: Does NOT include 4th Level FCC – INCORRECT!! Exercise 5b: Includes 4th Level FCC – CORRECT!! But there is still more trouble…..

Beware of Class 12 “Descriptions” Incorrect values displayed when descriptions are included!

Beware of Class 12 “Descriptions” Correct values displayed w/o descriptions!

Class 12: Service Unit Cost BOTTOM LINE: DO NOT USE Description elements. Including these dimensions in queries will yield inflated expenses. If one of starred elements missing, your costs won’t be accurate. If include SEEC, they’ll be broken out that way

Class 20: FCC Expense Summary Principal Class compatible with 01, 03, 04, & 11 Includes aggregated expense components after purification of cost pools Total Expense is the sum of all cost components detailed – but is Incorrect!

Class 21: FCC Summary Principal Class compatible with 01, 03, 04, & 11 Includes summary workload, FTE, and expense data by FCC. Enables easy linking of workload, personnel, and expenses. Ancillary FCCs only Non-Purified FTEs Direct Expense Purified Expense Stepdown Expense Contributed Stepdown from D Stepdown from E Salary expenses are pre-purification + Admin Clerical Salary Clinician Salary DC Professional Salary DC Para-Professional Salary Registered Nurse Salary Total Expense + Personnel Direct Expense

Application Example 3

Application Example 3 Compare FY 2006 Direct Care Professional Salary expenses across inpatient 3rd Level Functional Cost Codes at Malcolm Grow MC (DMISID 0066). From Class 20 From Class 21 From Class 08 & 09

Example 3a: Approach (Class 20) All objects extracted from Class 20

Example 3a: Results (Class 20) Note that salary expenses remain in cost pools. However, these have already been allocated across other work centers during purification Total Direct Care Professional Salary is overstated: Note: Data extracted 2 August 2007

Example 3b: Approach (Class 21) All objects extracted from Class 21

Example 3b: Results (Class 21) Note that salary expenses remain in cost pools. However, these have NOT been allocated across other work centers Total Direct Care Professional Salary is correct: Note: Data extracted 2 August 2007

Example 3c: Approach (Class 08 & 09) Remember, objects from Class 09 must be selected first

Example 3c: Results (Class 08 & 09) Note that salary expenses do not remain in cost pools. They have been allocated across other work centers. Total Direct Care Professional Salary is correct: Note: Data extracted 2 August 2007

Review Always refer to the Class Compatibility Matrix before creating new queries Be aware of current EAS IV Repository data issues – examine results closely New EAS IV Repository coming in FY08; data issues may to increase with transition

Elements of MEPRS Data: A Review of the EAS IV Repository Questions / Comments? Herb Escobar Axiom Resource Management hescobar@axiom-rm.com