University of Wisconsin
School of Medicine and Public Health

Integrated Financials

Mission Coding for Integrated Financials

"Integrated Financials" refers to a UW Health initiative, under which UW Health and SMPH developed a database to allow for the reporting of Academic Department financials on an integrated basis.  This is a multi-phase project, and effective since FY15 it includes each department delineating its financial information according to mission (clinical, education, research, public service).

For detailed guidance, see UW Health Integrated Financials Revenue and Expense Coding Guide (Rev. Dec.18)(PDF)

  • UW Health (legacy UWMF): Mission is identified by an element in the Oracle Cloud coding string.  (Prior to FY20, it was identified by Fund.)
  • UW: Mission is identified by a combination of DeptID (UDDS) and Program code.
Complete Codes List (Excel) Medicine UW & UW Health Mission Coding Reference        
Quick Reference Guides by Division (PDF) DOM Admin/Central Allergy & Pulmonary CVM Endocrinology
  Gastroenterology Geriatrics GIM incl. CTRI Hematology-Oncology & Palliative Care
  Hospitalists House Staff & Medical Students Infectious Disease  
  Nephrology Rheumatology    

Mission Definitions

Clinical:

  • Clinical activity is defined as providing patient care. We recognize that teaching of medical students and residents is frequently taking place at the same time. Sometimes, research is taking place at the same time. However, for the purpose of integrated financials, this activity will be considered to be clinical. When we are preparing our bi-annual cost of medical education, we will allocate a portion of clinical activity to teaching.
  • If all or the vast majority of a non-faculty person's 'administrative' job support the clinical activity, it should be coded as clinical. Examples of such roles could be: coders, human resources licensing and credentialing.

Education:

  • Education is defined as non-clinical teaching or training of medical students, residents and fellows. This focuses on didactic, classroom, small group, and mentoring activities.
  • Examples of teaching administration to be coded to teaching, if all or the vast majority of a non-faculty person's job supports teaching: house staff education administration, medical student program coordinator.

Research:

  • The federal definition of research is “a systematic investigation, including research development, testing and evaluation, designed to develop or contribute to generalizable knowledge” (from https://kb.wisc.edu/hsirbs/page.php?id=33386). Research grants are definitely research. For the purposes of integrated financials, we are considering training grants and clinical trials to be research, since the activity on those grants is research. There is also research activity occurring on non-grants. Integrated financials seeks to identify how much this unfunded research is occurring. As with the clinical mission, there is teaching/training that is occurring while we are doing the research. Integrated financials has a broad definition of research. For other purposes, we will consider a portion of our research revenues and expenses to be for teaching / training graduate students and MD/PhD candidates.
  • If all or the vast majority of a non-faculty person's 'administrative' job supports research, it should be coded as research.  Examples of such roles: grant administrator, nurse supervisor over research.

Public Service:

  • As outlined on the UW System Financial Administration website, public service includes expenditures for all non-credit instruction (except preparatory/remedial instruction) and for activities that are established primarily to provide services beneficial to individuals and groups external to the institution.  Sub-Programs include: Outreach Education, Community Service.
  • For integrated financials, the general rule across all funds when program 5 is charged, the activity is coded to research. There can be exceptions for a project hard coded into the integrated financials mapping tables (contact Darlene Wood in SMPH Fiscal).

General Administration/Unallocated:

  • Administration is not a mission, but it is a necessary identifier before allocating it back to the missions.
  • For physician compensation, code all administrative effort to the general admin/unallocated category. Examples include: medical directorship, vice-chair roles, serving on committees, and other leadership roles within programs, departments or sub-departments/divisions.
  • If a non-faculty person's job supports multiple missions and/or sub-departments, code the activity to general administration. Examples include:  dept. or division administrator, human resources, accountants, IS programmers.
  • If a non-faculty administrative activity is primarily (90%+) for one of the missions, then it is considered to be a part of that mission and should be coded per the missions listed above.