3 Tips for Successful PBJ Submissions

3 Tips for Successful PBJ Submissions

by | Oct 14, 2022 | Business Intelligence, Financial Dashboards

Does submitting an accurate and thorough quarterly PBJ create stress for the entire team?

Here are the top 3 factors that adversely impact your staffing star ratings:

  1. RN <8 hours – Four or more occurrences in the quarter with no RN staffing 8 consecutive hours, results in your facility receiving an automatic one-star rating for RN staffing & overall staffing. It is critical that all hours are accounted for, including agency.
  2. Break time – Be aware that CMS mandates a 30-minute deduction of time in the PBJ calculation for every 8-hour shift worked. CMS will automatically deduct 30-minutes for every shift greater than 8-hours if not demonstrated within your submission report – Resulting in fewer hours than you predicted. Unfortunately, this impacted a client of ours, causing a loss of nearly 20,000 hours during the 3-month period!
  3. MDS Discharge Assessments – Many facilities have not completed all their MDS Discharge Assessment forms for the quarter, causing an inflated CMS Census that is used in your PBJ staffing calculations – Ultimately leading to a lower NHPPD than predicted and most likely leading to a negative score outcome. Prioritize completion of MDS Discharge Assessments and your actual census will mirror CMS’s census.

The organizations’ expertise is on resident care – understandably, thus they find the data entry and technical elements of PBJ frustrating, leading to procrastination with less than satisfactory staffing stars. DreamCORE Intelligence Center is your team’s solution to PBJ management and submission.

The DreamCORE Intelligence Center leverages technology so that you and your organization can put the resources and focus back on resident care. Our technology generates alerts on a daily basis allowing for timely adjustments so your next PBJ report can be accurate.

In addition, we can assist you with:

  • Organizing all your PBJ data
  • On-time report submissions
  • Audits – scrub, organize, prepare data for response

CMS has new guidelines effective as of 10/1/2022, including weekend staffing and staff turnover measures. We can help you prepare for these important changes.

Schedule a demo today.

Changing Minds Changes Habits

Changing Minds Changes Habits

by | Mar 11, 2022 | Business Intelligence, P&L Strategy

What did we do before GPS? Often, we took an inefficient route to our destination, losing time to accidents, construction, and lane closures on the road ahead. Once we discovered GPS, our minds changed and we threw away our paper maps.

DreamCORE Intelligence is changing the minds of frontline leaders in the senior living industry. Imagine your culinary department managers having a daily adjusted budget (GPS) so each one knew exactly what was available to spend based on true census.

Changing minds changes habits.

Culinary managers are changing their minds to use the tool that will take them to the desired outcome – meeting their budget … and in many companies … their bonus.

Multiply this example times every frontline leader in your organization, and you have an army capturing your dissipating dollars.

These individuals want to succeed at their jobs. When you empower them with tools like DreamCORE Intelligence, and invest in their financial acumen, you increase their loyalty.

Worth exploring? Schedule a 30-minute demo here.

Heading to the NIC Spring Conference? Say Hello to our CIO, Leona Fink, at Meetup Point 7!

3 Ways to Manage Staffing Data in Today’s Challenging Climate

3 Ways to Manage Staffing Data in Today’s Challenging Climate

by | Oct 4, 2021 | Business Intelligence, Financial Dashboards, P&L Strategy

3 Ways to Manage Staffing Data in Today’s Challenging Climate

 

We understand. Thanks to 18 months of a pandemic, there’s a widespread industry shortage of staff. Compound that with an impending federal vaccine mandate. Looming in the background, a federal minimum wage hike.

 

Yet the need for senior care services is higher than ever. Stringent infection control protocols and new procedures add to the operational complexity you’re navigating every day.

 

You’re trying to hold on to those who are the foundation of your operation by incentivizing loyal staff with overtime, bonuses, and wage increases. You’re adding agency staff to fill the gaps. These strategies are necessary to stay in PBJ compliance.

So how do you manage all this when the goal post is constantly moving?

 

One way is to laser focus on your data – and ensure consistency with your data collection, data representation, and data interpretation. Though you currently have tons of data, is it accessible in a relevant, actionable format? If you find yourself shuffling paper reports or clicking through multiple browser windows to find the information you seek, we can offer you a much better way.

 

By integrating your legacy software platforms into a user-friendly, drillable dashboard, Prone 2 Dream customizes how you view your payroll expense, timeclock data, agency expense, and even PBJ star status. You have actionable insight, all in one place, that you can decipher in moments. You can know what you need to know, and make decisions that positively impact your company’s profitability.

Labor Distribution Report

Here are 3 ways we can help you manage staffing data:

 

DreamCORE Dashboards are a prospective approach to managing profitability. We integrate your data silos to present green views of actionable KPIs. DreamCORE customizes reporting solutions by bringing the relevant data from the various sources together. Watch your P&L building throughout the month – Earnings Reports, Wage Analysis, Labor Distribution, Census, Reimbursement rates, Spend Down (Checkbooking) and Industry KPI’s such as HPPD, DollarsPPD, Overtime expenses…and much more.

 

The results? Data you can use – to zero in on your daily activities, find issues, course-correct, and meet your projected outcomes. (DreamCORE Dashboards are a comprehensive solution that include the 2 solutions below – Agency Time Tracker and DreamPBJ Dashboards.)

 

Not ready for the entire financial package? Start with one of these staffing-specific solutions:

 

Agency TimeTracker is a user-friendly app that enables the contractor to clock in and out at the facility. The data integrates with your in-house timekeeping system to provide an accurate daily staffing review. You have a true picture of your staffing hours for PBJ reporting and invoice management. At the end of the quarter, simply export your Agency XML file for easy CMS – PBJ reporting.

 

DreamPBJ Dashboards is a business intelligence solution that provides 92 day rolling tracking of your regulatory compliance data with visibility into your PBJ daily star rating. Continuity brings stability, and ultimately enables you to know what each quarter’s stars will be when you cross the last day of the quarter. Dream PBJ takes the mystery out of PBJ reporting.

 

We welcome the opportunity to discuss your unique challenges. We’ll help you wrangle all your data so it makes sense … while you’re running the race.

Choose a convenient time on our calendar by clicking here.

Or simply call: (469) 294-5233 or email: contact@prone2dream.com.

Integrate Agency Nurse Staffing For Positive Impact

Integrate Agency Nurse Staffing For Positive Impact

by | Sep 23, 2021 | Business Intelligence, P&L Strategy

Integrate Agency Nurse Staffing For Positive Impact

 

The new realities of managing skilled nursing facilities have brought the need for operational efficiencies front and center. The challenge of maintaining appropriate staffing continues as a number one priority – SNF clinical teams and supplemental agency nurses and CNAs are the conduit to the safety and well-being of patients and residents. 

 

How do we find the balance between the existing, available workforce and third-party relief?

 

Many operators feel they are currently running with a bare minimum nursing team, and not by choice. The pandemic has exemplified just how tough it is to maintain a staff in a healthcare environment. For many SNF operators, it’s a feasible option to enlist outside “agency” nurse assistance.

 

Yet, the catch-22 of agency staffing is the need for the hours on the floor… but that relief comes at a premium. Compounding the challenge is reconciling the timekeeping, invoice management, and compliance in PBJ reporting.

 

The key is innovation, and an ability to manage the use of agency with clear strategic intent and financial responsibility. A proactive approach to managing agency nurse staffing provides resiliency and balance.

 

SNF leaders are looking for ways to have higher visibility into key performance indicators, the ability to act quickly based on evidential data, and to be more connected to operational performance in the facilities. Automation of routine tasks and integrating that data with overall company metrics achieves this flexibility.

 

Automation and Integration 

 

Prone 2 Dream Technologies specializes in providing healthcare leaders with time-saving efficiencies and automations. Our DreamAgency is a user-friendly app designed to track agency hours – with a simple clockin/clockout right at the facility. When integrated with your timekeeping and payroll metrics, DreamAgency contributes to your daily data story and allows you visibility of the impact every day. 

 

Agency Nurse Staffing Analytic

 

The data collected by the app integrates with the current staff analytics each day to calculate and display hours, rate, HPPD, and total expense – by pay period, by nursing role, by facility. You can quickly identify how much you are spending on agency staffing and the impact on your operation. 

 

The analytic also displays timeclock data for your in-house staff – hours worked, overtime hours, and individual time card data by pay period. Having this intelligence all in one place enables evidence-based decisions and the opportunity for improvement. Plus, having agency nurses’ time integrated with overall daily data enables accurate PBJ reporting, and submission with confidence. 

 

When integrated with your timekeeping and payroll metrics, agency data enables clear insight to your choices – whether it’s more advantageous to use agency staffing or whether these dollars could be redistributed to your own team. You can determine if paying overtime and giving pay increases to existing staff would be a better allocation of resources.

 

Lastly, DreamAgency tracking creates facility documentation to verify the invoice provided by the vendor.

 

The integration of DreamAgency data with your company timekeeping system provides daily visibility and insight into goals and performance. To learn more schedule a demo, email contact@prone2dream.com or call (469) 294-5233.

5 Tips for Agile Budget Planning

5 Tips for Agile Budget Planning

by | Sep 15, 2021 | Business Intelligence, Financial Dashboards

5 Tips for Agile Budget Planning

It’s budget planning season, the time of year organizations evaluate the past year and conceive a plan for successfully moving forward. It can be daunting, especially as a global pandemic continues. For skilled nursing and senior living operators, planning next year’s budget requires careful scrutiny, knowing that the effects of COVID-19 are still a threat, and wondering how to plan for the unknowns.

 

Many lessons have been learned over the past 18 months. Traditional “business-as-usual” budgeting strategies and processes need a new approach. Corporate financial leaders know that they need the ability to react and reforecast with speed and accuracy – on an ongoing basis. The agility to match resources with strategy over time can only be achieved with a system of green data. The knowledge of where your P&L stands at any moment in time is essential to making evidence-based decisions to keep the company on course.

 

The 12-Month Budget

 

Amid ongoing, unprecedented uncertainty, a detailed long term budget may seem like a futile exercise. Yet, the need for speed, visibility, and cost control remains. Budget planning becomes a balancing act of business strategy and resource allocation.

 

DreamCORE Dashboards are the tool to reimagine agile, strategic budgeting.

 

Delivered in dynamic financials, DreamCORE Dashboards provide green data, updated daily. This strategic, robust financial tracking system looks back historically to show not only where you’ve traveled but the road ahead of you as well. Your data, assembled chronologically, with the ability to scroll and drill down by department, eliminates the scrambling to find everything you need and the shuffling of multiple sources.

 

Ongoing Reforecasting

 

DreamCORE Dashboards offer predictive analytics with a “What If” feature. Want to determine your Housekeeping budget based on PPD? Simply plug in your desired PPD and DreamCORE will calculate the amount.

 

The pandemic showed us the financial impact of a wildly swinging census. DreamCORE Dashboards updates your census daily, and recalculates spend-down accordingly. Each of your front line managers who make spending decisions has daily access to their budget, adjusted by census. How much better could you control expenses when all front line teams are trained to contribute to the overall company financial strategy?

DreamCORE Dashboards budget planning

5 Tips for your 2022 Budget 

 

1.Assemble historical data for the past two years

If you’re already using DreamCORE Dashboards, this work is done and your 2022 budgeting is well underway. DreamCORE Dashboards integrate your EHR, Book of Record, and Payroll/TimeClock systems into a relevant order for evidence-based decision-making.

2. Evaluate strengths and weaknesses from this data

While this can be an arduous task, data speaks the truth. With DreamCORE Dashboards, red flag anomalies in your data alert you daily enabling the quick action to get back on course. Weaknesses can be easily reduced in real time.

3. Convene with company strategic leaders

Senior management and your finance team have valuable input. Weave the business plan into the budget, strategize and decide how to address the inevitable unknowns. Determine new KPIs and how to pivot when needed.

4. Engage your strongest front line leaders

Essentially these are your budget managers. A large proportion of the spending happens In the facilities. Your front line has insight to challenges you may not be prioritizing. Learn from them for more realistic budget planning.

5. Book a live demo of DreamCORE Dashboards

Our current clients are breathing a sigh of relief knowing they have an agile system for spending management and cost control. The “work” of creating a 12-month budget is largely complete – an easy review of historical data, a relevant view and breakdown of revenue, and daily drillable access to every dollar spent.

 

Budget planning for a new fiscal year enables a strategic plan for managing the revenue and expenses. The budget provides a plan for all teams in the organization to follow. Yet, the past 18 months have shown us that a static plan is useless. 

 

With access to accurate historical financials and predictive analytics, your budget takes on a dynamic reality. Ongoing forecasting, departmental budgets adjusting to census, year over year and month over month comparisons are the new approach to financial management.

 

DreamCORE Dashboards is the GPS to keep your business on course to success. Contact us today to get started – you’re just 3 logins away from powerful analytics. 

 

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