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The FHR Portfolio Dashboard - Value Definitions

K
Written by Kailey Buxbaum
Updated over 3 months ago

Wondering about the Definitions of the Values on the Dashboard?

Please see below for full definitions of each value! Link back to main FHR Portfolio Dashboard article HERE

Definitions

The following table outlines definitions and logic for each value on the dashboard. Please note that the counts within the charts marked with a '*' will update dynamically based on the filters you have selected.

Chart

Value

Definition

Program Overview

All Suppliers

Total count of all suppliers from the Unified Supplier View. This includes:

  • All public and private suppliers with an FHR Rating within your program

  • All suppliers within the Master HealthMark list

  • All outreaches without an FHR Rating

FHRs

Total count of all public and private suppliers within your program

HealthMarks

Total count of all suppliers within your Master HealthMark list

Outreach Overview

Open Outreaches

Total count of all outreaches that are currently in progress with the following status:

  • Financial Review in Progress

  • Financials submitted – Pending Review

  • Intro Sent

  • Additional Information Required

  • Request Created

  • Request On Hold

  • Question Regarding Submission

  • Share Requested

  • Supplier Contacted

  • Supplier Contract Failed

All Escalated Outreaches

Total count of all outreaches that are currently in progress with the following status:

  • Client Assistance Requested

Successful Outreaches

Total count of all outreaches that are currently in progress with the following status:

  • Closed – Rated without Counterparty Submission

  • Rated

  • Share Accepted

Closed Outreaches

Total count of all outreaches that are currently in progress with the following status:

  • Closed – Client Request

  • Closed – Exception

  • Closed – Uncooperative

  • Closed - Unresponsive

Breakdown of FHRs *

Total FHRs

Total count of all public and private suppliers within your program

Very High Risk

Total count of all public and private suppliers within your program with an FHR Rating of ‘Very High Risk’

High Risk

Total count of all public and private suppliers within your program with an FHR Rating of ‘High Risk’

Medium Risk

Total count of all public and private suppliers within your program with an FHR Rating of ‘Medium Risk’

Low Risk

Total count of all public and private suppliers within your program with an FHR Rating of ‘Low Risk’

Very Low Risk

Total count of all public and private suppliers within your program with an FHR Rating of ‘Very Low Risk’

Current and Out of Date FHRs *

Outdated FHRs

Total count of all suppliers where the ‘FHR Financial Period’ is more than 12 months ago and the FHR Rating is deemed to be outdated

Current FHRs

Total count of all suppliers where the ‘FHR Financial Period’ is less than 12 months ago and the FHR Rating is deemed to be Current

Outdated FHRs - Refresh Required

Total count of all suppliers where the FHR Rating is outdated and there is currently not a refresh in progress. The suppliers latest Outreach status is one of the above:

  • Closed – Rated without Counterparty Submission

  • Rated

  • Share Accepted

  • (Blank) – No previous outreach status exists

Outdated FHRs - Refresh Open

Total count of all suppliers where the FHR Rating is outdated and there is a refresh in progress. The suppliers latest Outreach status is one of the above:

  • Financial Review in Progress

  • Financials submitted – Pending Review

  • Intro Sent

  • Additional Information Required

  • Request Created

  • Request On Hold

  • Question Regarding Submission

  • Share Requested

  • Supplier Contacted

  • Supplier Contract Failed

Outdated FHRs - Refresh Lost

Total count of all suppliers where the FHR Rating is outdated and the latest outreach has been closed without a FHR Rating. The suppliers latest Outreach status is one of the above:

  • Closed – Client Request

  • Closed – Exception

  • Closed – Uncooperative

  • Closed - Unresponsive

FHR Delta Overview *

FHR – Decreased

Total count of suppliers where the FHR Rating has decreased from their previous rating. Utilising the FHR Delta column from the Unified Supplier View.

FHR - Increased

Total count of suppliers where the FHR Rating has increased from their previous rating. Utilising the FHR Delta column from the Unified Supplier View.

FHR Delta Decrease Breakdown *

FHR decreased into Very High Risk

Total count of suppliers who meet the following criteria:

  • Current FHR Rating:

      • Very High Risk

  • Previous FHR Rating was either:

      • High Risk

      • Medium Risk

      • Low Risk

      • Very Low Risk

FHR decreased into High Risk

Total count of suppliers who meet the following criteria:

  • Current FHR Rating:

      • Very High Risk

  • Previous FHR Rating was either:

      • High Risk

      • Medium Risk

      • Low Risk

      • Very Low Risk

FHR decreased into Medium Risk

Total count of suppliers who meet the following criteria:

  • Current FHR Rating:

      • Medium Risk

  • Previous FHR Rating was either:

      • Low Risk

      • Very Low Risk

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