Budget & Reporting

The Budget & Reporting Team provides oversight of annual financial processes in OHSU Hospitals & Clinics including operating budget, long term strategic planning, monthly financial and productivity reporting (flex budget), and benchmarking.

OHSU Fiscal Year: July 1st to June 30th

A list of our duties and functions include:

Managing the 5-year long term strategic plan including volume, revenue, and expense assumptions
Setting budget assumptions and targets
Coordination and preparation of operational budgets
Workload projections and reporting, both hospital wide and department level (Workload Trends)
Monthly departmental management and productivity reporting (Revenue and Usage and Op Status reports)
Departmental financial management training
ACTION OI Benchmarking (formerly Solucient)
NACHRI Pediatric Benchmarking
Daily Dashboard
Bi-Weekly Productivity Reporting
Executive Dashboard
Value Analysis Committee data
Financial analysis of existing and proposed operations

Hospital Operating Budget (Completed in Business Objects)

FY13 Volume Projections (*coming soon*)
FY13 Hospital Budget Calendar (*coming soon*)
Access and Login Information to Business Objects
FY Budget Instructions (*coming soon*)

WTS, or remote access, can be used from home to complete your budgets. To sign up, please complete a Computer Access request form.

Monthly Reporting (completed in Business Objects)

Fund summary and productivity standards mapping tables
Drilldown features are available in Business Objects for payroll and non payroll expenses
Workload Volumes are gathered from sources such as the revenue and usage report and Cognos
Workload Trends Report
Bi-Weekly Productivity reports
The Daily Dashboard is currently produced out of EPIC (to be added to this distribution please email the Hospital Financial Services Reporting group)
Value Analysis information includes actual, flex budget and ACTION OI data to evaluate supply chain cost saving initiatives

Benchmarking

ACTION OI, formerly Solucient, is the hospital wide operational benchmarking tool through UHC

Each hospital director has been setup with a username and password in order to run reports and access data
ACTION OI operates on a fiscal quarter
We work with departments to provide volume metrics and review the normalizations. Normalizations are outlined by ACTION OI
HFS provides Hospital Administration with a complete set of reports each quarter. We also provide an updated list of Hours Worked per Unit of Service Metrics (top 10 bottom 10 report). UHC has recommended the most beneficial workload metrics for each department

CPSP (NACHRI) is the pediatric operational benchmarking tool