While at Ensign, we developed an automated AR import process directly into the general ledger system Microsoft Great Plains. This was possible because of the PCC replicated database and the view_ods_configuration_parameter view.
Part of the month end close cycle is tracking timing. Especially for quarter end results, it is helpful to understand which operations are closing on time and which business office managers need additional support and training.
The view_ods_configuration_parameter view contains many different configurations of your PCC environment. For today’s discussion, we want to filter only on PCC AR close timestamps.
PCC AR Close Query
SELECT F.[FacilityName] ,CONVERT(tinyint, DATEPART(MM, LEFT(A.[ConfigurationName], 3) + '1, 2000')) As [Close Month] ,CONVERT(smallint, RIGHT(LEFT(A.[ConfigurationName], 8), 4)) As [Close Year] ,LEFT(A.[ConfigurationValue], CHARINDEX(' ', A.[ConfigurationValue]) - 1) As [Business Office Manager] ,CONVERT(datetime, RIGHT(A.[ConfigurationValue], 19)) As [Close TimeStamp] FROM [dbo].[view_ods_configuration_parameter] A JOIN [dbo].[view_ods_facility] F ON A.[FacilityID] = F.[FacilityID] WHERE --Filter On Close Configuration & Ensure Configuration Value contains a close time stamp [ConfigurationName] like '%close%' AND ISDATE(RIGHT([ConfigurationValue], 19)) = 1
Once a building closes, a flag is updated in this view showing the timestamp of when the business office manager closed the building and for what period. Using this information lets you know it is now safe to pull accounts receivable & transactions from PCC for accounting purposes.
If you are interested in automating this process, please reach out to us. Many accounting systems today have API layers which you can leverage to automatically generate journal entries. This process is very helpful because it takes out human error, has $0 monthly labor costs and saves many hours so your accounting teams can do more important work like reviewing billing accuracy through Revenue PPD analysis.
Data Services Partners
Hi, I’m Kevin.
As former Director of Data Services at Ensign Services, a publicly traded company, I have an extensive background and expertise in the Skilled Nursing sector and the needs of both the management and information technology sides of the business. We’re experts in the systems and metrics that support Skilled Nursing and Post Acute Healthcare businesses.
My passion is helping businesses transform their data into actionable information to make better business decisions. We are developers you can trust. Data is our passion.
If you have a question about this article, or want to have a discussion about it, let’s chat!
Did you like what you read?
Keep up with our analysis, coverage, and helpful information regarding the Skilled Nursing sector by joining our mailing list.
We are developers you can trust. Data is our passion.
Your email address is safe with us. We never pass your information to third-parties and you can opt out at any time.
Looking forward to connecting with you!