CX05.1 - Preference Template

Use this form to define and inquire on preference templates. Preference
templates are predefined lists of practitioner preferences. The templates are
available for assigning to patient cases. In particular, the preference
templates contain sets of items, costs, and burdens, predefined for specific
procedures and diagnostic codes. The templates are uniquely identified by
company, requesting location, preference code, and practitioner ID.

The costs assigned to preference templates serve as the "budgeted cost" for
cost comparisons in related reports. For example, in an OLAP (Online
Analytical Processing) report on procedure cost comparison, the  preference
template costs are reported as the budgeted cost, the case cost as the
"actual"  cost, and the DRG cost as the reimbursed amount.

In addition, you can use this form to add and inquire on attachments
(comments) assigned to preference codes and items. Attachments to preference
codes are meant to store the steps and other preferences specified  by the
practitioner for a procedure. Attachments to items are meant to store
user-defined comments.

Before you add preference templates, take time to define the preference codes
that you will type on preference templates. For more information on preference
codes, see the Case Carts Procedures Manual. In addition, you must define the
applicable companies, requesting locations, practitioners, procedure codes,
diagnostic codes, item masters, and burden code data before adding preference
templates.

There are two types of preference templates: generic and
practitioner-specific. The generic template does not have a practitioner ID
specified, and the  practitioner-specific template requires a practitioner ID.

You can add comments to each template.

Note:  You can define an unlimited number of procedures on preference
templates. However, your current external systems may not have the same
capability.

Updated Files

    CXCTIUAVAL - Used to store standardized user analysis values for preference
                 templates.

    CXPREFTEMP - Primary file maintained by program.

    CXPTMPDIAG - Maintains diagnoses for the template.

    CXPTMPITEM - Maintains items for the template.

    CXTMPJOBS  - Maintains burdens for the template.

    ICCOMPANY  - Used to validate the template company.

    ITEMLOC    - Used to validate item type (not updated by program).

    POLINE     - Used to default template item issue cost.

    PURCHORDER - Used to default template item issue cost.

    TXCODEMAST - Not used by this program.

    TXCOMPANY  - Not used by this program.

    TXTAXCODE  - Not used by this program.

    TXTAXTABLE - Not used by this program.

    WHDEMAND   - Referenced by Warehouse API's that validate item type.

    WHDEMNDCMT - Referenced by Warehouse APIs that validate item type.

    WHDEMNDHDR - Referenced by Warehouse APIs that validate item type.


Referenced Files

    APACCRCODE - Referenced by Accounts Payable APIs that validate vendor
                 information.

    APCOMPANY  - Referenced by Accounts Payable APIs that validate vendor
                 information.

    APVENGROUP - Referenced by Accounts Payable APIs that validate vendor
                 information.

    CUCONV     - Used to convert cost from vendor currency.

    CURELAT    - Used to validate the existence of currency relationships.

    CXBURDEN   - Used to validate template burdens and default values.

    CXCOMPANY  - Used to validate template company.

    CXDIAGNOST - Used to validate template diagnosis.

    CXPRACPROC - Used to validate the template procedure for the template
                 practitioner.

    CXPRACTNR  - Used to validate the template practitioner.

    CXPROCEDR  - Used to validate the template procedure.

    GLCODES    - Used to validate the general ledger account codes on the
                 template item.

    GLSYSTEM   - Used to validate the general ledger account codes on the
                 template item.

    HCCHRGITEM - Used to default revenue center, charge number, and price for
                 the template item.

    ICBIN      - Used to validate the bin for the template item.

    ICCATEGORY - Used to default the general ledger account codes for the
                 template item.

    ICLOCATION - Used to validate the from location for the template item.

    ICMANFCODE - Used to validate codes and for defaulting values.

    ITEMMAST   - Used to validate the item number for item master items.

    POCOMPANY  - Used to validate the Healthcare company when items are to be
                 purchased.

    POITEMVEN  - Used to default template item issue cost.

    POLOCCON   - Used to default template item issue cost.

    POQUOTES   - Used to default template item issue cost.

    RQLOC      - Used to validate requesting location for the template.

    STPOLINE   - Used to default template item issue cost.

    STPURCHORD - Used to default template item issue cost.

    TXTAXRATE  - Not used by this program.

    WHDEMNDCMT - Referenced by Warehouse APIs that validate item type.

    WHPROCTYPE - Referenced by Warehouse APIs that validate item type.


CX05.2 - Preference Template Diagnostics

Use this form to assign diagnostic codes (such as DRGs) to the template.

Updated Files

    CXCTIUAVAL - Used to store standardized user analysis values for preference
                 templates.

    CXPREFTEMP - Used to create preference template records.

    CXPTMPDIAG - Maintains diagnoses for the template.

    CXPTMPITEM - Used to validate template item records.

    CXTMPJOBS  - Used to create the template jobs record.

    ICCOMPANY  - Used to validate the template company.

    ITEMLOC    - Used to validate item type (not updated by program).

    TXCODEMAST - Not used by this program.

    TXCOMPANY  - Not used by this program.

    TXTAXCODE  - Not used by this program.

    TXTAXTABLE - Not used by this program.

    WHDEMAND   - Referenced by Warehouse APIs that validate item type.

    WHDEMNDCMT - Referenced by Warehouse APIs that validate item type.

    WHDEMNDHDR - Referenced by Warehouse APIs that validate item type.


Referenced Files

    APACCRCODE - Referenced by Accounts Payable APIs that validate vendor
                 information.

    APCOMPANY  - Referenced by Accounts Payable APIs that validate vendor
                 information.

    APVENGROUP - Referenced by Accounts Payable APIs that validate vendor
                 information.

    CUCONV     - Referenced by Purchase Order APIs that validate POINTERFAC
                 records.

    CURELAT    - Used to validate the existence of currency relationships.

    CXBURDEN   - Used to validate burdens.

    CXCOMPANY  - Used to validate template company.

    CXDIAGNOST - Used to validate template diagnoses codes.

    CXPRACPROC - Used to validate the case procedure for the practitioner
                 entered.

    CXPRACTNR  - Used to validate the case practitioner.

    CXPROCEDR  - Used to display description of procedure.

    GLCODES    - Used to validate general ledger codes used on items.

    GLSYSTEM   - Used to validate general ledger codes used on items.

    HCCHRGITEM - Not used by this program.

    ICBIN      - Used to validate the bin for the template item.

    ICCATEGORY - Used to default the general ledger account codes for the
                 template item.

    ICLOCATION - Used to validate the from location for the template item.

    ICMANFCODE - Used to validate codes and for defaulting values.

    ITEMMAST   - Used to validate the item number for item master items.

    RQLOC      - Used to validate requesting location.

    TXTAXRATE  - Not used by this program.

    WHDEMNDCMT - Referenced by Warehouse APIs that validate item type.

    WHPROCTYPE - Referenced by Warehouse APIs that validate item type.


INVOKED Programs

    ACAC
    IFCR
    IFSG
    IFCU
    CXMC
    IFAC
    IFAU
    SLSE
    SLSU
    IFCC
    SLSS