CX20.1 - Case Build Use this form to define and inquire on a case. In addition, you can use this form to add and inquire on attachments (comments) assigned to case numbers and preference codes. Attachments to case numbers are user defined. Attachments to preference codes are meant to store the steps and other preferences specified by the practitioner for a procedure. Before you add a case, make sure your system setup is complete. You must define the company, requesting location, one or more preference templates, practitioner IDs, procedures, and preference templates. You select online allocation to create released item demand records when you release a case. Alternatively, you can select batch allocation. Online allocation occurs when you release a case. Batch allocation is started in the Warehouse system, by running WH110 (Batch Allocation) after a case is released. To view case details for a specific procedure, use the line selection feature in this form to select the procedure and transfer to CX20.2 (Case Detail) to display details for the procedure. In the case detail, you can assign additional items, burdens, procedure costs, and other parameters. After the release and item allocation of a case that includes inventory items, to ensure timely picking and delivery of items, run WH130 (Pick List Print). The pick list shows the allocated quantity and the quantity to pick. The program also creates a shipment for released demands created when you release a case. After running WH130 (Pick List Print) for inventory items, run CX100 (Pick List Print) to print a pick list showing items for a case and where they are to be picked. A feedback line for each item lets your staff write in the employee's initials and the quantity picked. If a case only includes noninventory items (that is, N, S, or X type items), you only must run CX100: none of the Warehouse programs apply. In addition, CX100 creates purchase order interface records if a Create PO field is set to Yes on any case items. After you run CX100 (Pick List Print), ensure that your purchasing department runs PO100 (PO Interface) so that purchase orders are processed promptly. For cases that include inventory items, run CX100 (Pick List Print), then use WH32.1 (Shipping Feedback by Shipment). WH32.1 lets you ship more than what was originally entered on a line, merge shipments, and perform shipping feedback. To release case shipments, run WH190 (Shipment Release) or WH32.1 (Shipping Feedback by Shipment). Releasing a shipment reduces the available stock on hand in the Inventory Control system. Important: WH190 (Shipment Release) sets the case status to Complete if all items were shipped successfully and CX100 has processed the case. If inaccurate inventory counts prevent an item from being fully shipped, warehouse personnel can backorder the item using WH32.1 (Shipping Feedback by Shipment). The item then will appear as backordered on Warehouse system reports and the line will be asterisked (*) in CX20.2 (Case Detail). We would expect the warehouse personnel to notify the case supervisor if the case was "time-critical." Updated Files COCOMP - Referenced by Purchase Order APIs that create POINTERFAC records. COLINEDTL - Referenced by Purchase Order APIs that create POINTERFAC records. CXCASEHEAD - Primary file maintained by program. CXCASEPREF - Primary file maintained by program. CXCOMPANY - Used to validate case company. CXCPIUAVAL - Used to store user analysis values for patient cases. CXITEMHIST - Used to calculate cost (not updated by program). CXPREFDIAG - Primary file maintained by program. CXPREFITEM - Primary file maintained by program. CXPREFJOBS - Primary file maintained by program. HCPATCHRG - Not used by this program . HCPATVISIT - Used to validate visit number. ICCOMPANY - Used to validate the case company. ICLOT - Used for lot tracking. ICRECEIPTS - Used for reference and to get the status of purchased case items. ITEMLOC - Used to validate item type. No update. ITSERIAL - Not used by this program. POINTERFAC - Primary file maintained by program. ROUTEDOC - Not used by this program. ROUTEHDR - Not used by this program. ROUTESTOP - Not used by this program. SOHDETAIL - Not used by this 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 - Not used by this program. WHDEMNDCMT - Referenced by Warehouse APIs that validate item type. WHDEMNDHDR - Referenced by Warehouse APIs that validate item type. WHSHIPCOMP - Referenced by Warehouse APIs that validate item type. WHSHIPLINE - Referenced by Warehouse APIs that validate item type. WHSHIPMENT - Referenced by Warehouse APIs that validate item type. WHSHLAUD - Referenced by Warehouse APIs that validate item type. WHSHLDTL - 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. APVENMAST - Referenced by Accounts Payable APIs that validate vendor information. BUYER - Referenced by Purchase Order APIs that validate POINTERFAC records. COMPONENT - Referenced by Purchase Order APIs that validate POINTERFAC records. CUCONV - Referenced by Purchase Order APIs that validate POINTERFAC records. CURELAT - Used to validate the existence of currency relationships. CXBURDEN - Used to validate case burdens and default values. CXCTIUAVAL - Used to store standardized user analysis data for preference templates. CXDIAGNOST - Used to validate code and display description. CXPRACPROC - Used to validate the case procedure for the practitioner entered. CXPRACTNR - Used to validate the case practitioner. CXPREFTEMP - Used to create case preference records. CXPROCEDR - Used to display description of procedure. CXPTMPDIAG - Used to create case diagnoses records. CXPTMPITEM - Used to create case item records. CXTMPJOBS - Used to create case jobs record. 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. HCPATIENT - Used to validate patient ID and display default information. Can be created by using the Define (F6) key for this form. ICBIN - Used to validate the bin for the case item. ICCATEGORY - Used to default the general ledger account codes for the case item. ICLOCATION - Used to validate the from location for the case item. ITEMMAST - Used to validate the item number for item master items. KITITEM - Used for case item default values for kits. OEFRTCODE - Not used by this program. OEROUTE - Contains all user-defined routes that are set up in the Order Entry system. ORDERTYPE - Used to create the POINTERFAC record. POCOMPANY - Used to validate the Healthcare company when items are to be purchased. POLINE - Used to default case item issue cost. PURCHORDER - Used to default case item issue cost. REASON - Not used by this program. RQLOC - Used to validate requesting location for the case. 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. WHSHIPCOMP - Referenced by Warehouse APIs that validate item type. WHSHIPLINE - Referenced by Warehouse APIs that validate item type. WHSHLAUD - Referenced by Warehouse APIs that validate item type. WHSHLDTL - Referenced by Warehouse APIs that validate item type. CX20.2 - Case Detail Use this form to add and inquire on case items, costs, burden codes, labor charges, and substitute items. In addition, you can delete or change patient case data. For example, you can delete medications for which the patient is known to be allergic or add generic drugs for cost control. Use this form to change case default values. Also, you can use this form to add and inquire on attachments (comments) assigned to case numbers and items. Attachments to case numbers are user defined. Attachments to items are meant to store comments for replacement item approval or other user-defined comments. Before you use this form, add the case either by using CX20.1 (Case Build) or by running CX506 (HL7 Schedules Import Interface). Updated Files COCOMP - Referenced by Purchase Order APIs that create POINTERFAC records. COLINEDTL - Referenced by Purchase Order APIs that create POINTERFAC records. CXCASEHEAD - Primary file maintained by program. CXCASEPREF - Primary file maintained by program. CXCOMPANY - Used to validate case company (no updates are done). CXCPIUAVAL - Used to store user analysis values for case items. CXITEMHIST - Used in calculating supply totals. CXPREFDIAG - Primary file maintained by program. CXPREFITEM - Primary file maintained by program. CXPREFJOBS - Primary file maintained by program. HCPATCHRG - Not used by this program. HCPATVISIT - Used to validate visit number. ICCOMPANY - Used to validate the case company. ICLOT - Used for lot tracking. ICRECEIPTS - Used for reference and to get the status of purchased case items. ITEMLOC - Used to validate item type. No update. ITSERIAL - Not used by this program. POINTERFAC - Used to create the POINTERFAC record. ROUTEDOC - Not used by this program. ROUTEHDR - Not used by this program. ROUTESTOP - Not used by this program. SOHDETAIL - Not used by this 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 - Used to create shipment records. WHDEMNDCMT - Used to create shipment records. WHDEMNDHDR - Used to create shipment records. WHSHIPCOMP - Used to create shipment records. WHSHIPLINE - Used to create shipment records. WHSHIPMENT - Used to create shipment records. WHSHLAUD - Used to create shipment records. WHSHLDTL - Used to create shipment records. Referenced Files APACCRCODE - Referenced by Accounts Payable APIs that validate vendor information. APCOMPANY - Referenced by Accounts Payable APIs that validate vendor information. APVENMAST - Referenced by Accounts Payable APIs that validate vendor information. BUYER - Referenced by Purchase Order APIs that validate POINTERFAC records. COMPONENT - Referenced by Purchase Order APIs that validate POINTERFAC records. CUCONV - Referenced by Purchase Order APIs that validate POINTERFAC records. CURELAT - Used to validate currency relationships. CXBURDEN - Used to validate burdens. CXCTIUAVAL - Used to validate user analysis values. CXDIAGNOST - Used to validate case diagnoses codes. CXPRACPROC - Used to validate the case procedure for the practitioner entered. CXPRACTNR - Used to validate the case practitioner. CXPREFTEMP - Used to create case preference records. CXPTMPDIAG - Maintains diagnoses for the template. CXPTMPITEM - Used to create case item records. CXTMPJOBS - Used to create case jobs record. 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. HCPATIENT - Used to validate patient ID and display default information. Can be created by using the Define (F6) key for this form. ICBIN - Used to validate the bin for the case item. ICCATEGORY - Used to default the general ledger account codes for the case item. ICLOCATION - Used to validate the from location for the case item. ITEMMAST - Used to validate the item number for item master items. KITITEM - Used for case item default values for kits. OEFRTCODE - Not used by this program. OEROUTE - Contains all user-defined routes that are set up in the Order Entry system. ORDERTYPE - Used to create the POINTERFAC record. POCOMPANY - Used to validate the Healthcare company when items are to be purchased. POLINE - Used to default case item issue cost. PURCHORDER - Used to default case item issue cost. REASON - Not used by this program. RQLOC - Used to validate a case requesting location. STPURCHORD - Not used by this program. TXTAXRATE - Not used by this program. WHDEMNDCMT - Used to create shipment records. WHPROCTYPE - Referenced by Warehouse APIs that validate item type. WHSHIPCOMP - Used to create shipment records. WHSHIPLINE - Used to create shipment records. WHSHLAUD - Used to create shipment records. WHSHLDTL - Used to create shipment records. CX20.3 - Case Diagnostics Use this form to assign diagnostic codes (such as DRGs) to the case. Updated Files CXPREFDIAG - Primary file maintained by program. Referenced Files CXCASEPREF - Primary file maintained by program. CXDIAGNOST - Used to validate code and display description. CX20.4 - Substitute Items Use this form to assign substitute items to the case. To maintain a list of substitute item numbers for an item, use IC13.1 (Substitute Items). Updated Files COCOMP - Referenced by Purchase Order APIs that validate create POINTERFAC records. COLINEDTL - Referenced by Purchase Order APIs that validate create POINTERFAC records. CXCASEHEAD - Primary header file maintained by program. CXCASEPREF - Primary preference file maintained by program. CXCOMPANY - Used to validate case company. CXCPIUAVAL - Used to store user analysis values for patient cases. CXITEMHIST - Used to calculate cost (not updated by program). CXPREFDIAG - Primary file maintained by program. CXPREFITEM - Primary file maintained by program. CXPREFJOBS - Primary file maintained by program. HCPATCHRG - Not used by program. HCPATVISIT - Used to validate visit number. ICCOMPANY - Used to validate the case company. ICLOT - Used for lot tracking. ICRECEIPTS - Used for reference and to get the status of purchased case items. ITEMLOC - Used to validate item type. No update. ITSERIAL - Not used by this program. POINTERFAC - Used to create the POINTERFAC record. ROUTEDOC - Not used by this program. ROUTEHDR - Not used by this program. ROUTESTOP - Not used by this program. SOHDETAIL - Not used by this 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 - Used to create shipment records. WHDEMNDCMT - Used to create shipment records. WHDEMNDHDR - Used to create shipment records. WHSHIPCOMP - Used to create shipment records. WHSHIPLINE - Used to create shipment records. WHSHIPMENT - Used to create shipment records. WHSHLAUD - Used to create shipment records. WHSHLDTL - Used to create shipment records. Referenced Files APACCRCODE - Referenced by Accounts Payable APIs that validate vendor information. APCOMPANY - Referenced by Accounts Payable APIs that validate vendor information. APVENMAST - Referenced by Accounts Payable APIs that validate vendor information. BUYER - Referenced by Purchase Order APIs that validate POINTERFAC records. COMPONENT - Referenced by Purchase Order APIs that validate POINTERFAC records. CUCONV - Referenced by Purchase Order APIs that validate POINTERFAC records. CURELAT - Not used by this program. CXBURDEN - Used to validate template burdens and default values. CXCTIUAVAL - Used to validate user analysis values for patient cases. CXDIAGNOST - Used to validate code and display description. CXPRACPROC - Used to validate the case procedure for the practitioner entered. CXPRACTNR - Used to validate the case practitioner. CXPREFTEMP - Used to create case preference records. CXPTMPDIAG - Maintains diagnoses for the template. CXPTMPITEM - Used to create case item records. CXTMPJOBS - Used to create case jobs record. GLCODES - Used to validate general ledger codes used on items. GLSYSTEM - Used to validate general ledger codes used on items. HCCHRGITEM - Used to default revenue center, charge number, and price for the template item. HCPATIENT - Used to validate patient ID and display default information. ICBIN - Used to validate the bin for the case item. ICCATEGORY - Used to default the general ledger account codes for the case item. ICLOCATION - Used to validate the from location for the case item. ITEMMAST - Used to validate the item number for item master items. ITEMSUB - Primary file used by this program. KITITEM - Used for case item default values for kits. OEFRTCODE - Not used by this program. OEROUTE - Not used by this program. ORDERTYPE - Used to create the POINTERFAC record. POCOMPANY - Used to validate the Healthcare company when items are to be purchased. POLINE - Used to default case item issue cost. PURCHORDER - Used to default case item issue cost. REASON - Not used by this program. RQLOC - Used to validate case requesting location. STPURCHORD - Not used by this program. TXTAXRATE - Not used by this program. WHDEMNDCMT - Used to create shipment records. WHPROCTYPE - Used to create shipment records. WHSHIPCOMP - Used to create shipment records. WHSHIPLINE - Used to create shipment records. WHSHLAUD - Used to create shipment records. WHSHLDTL - Used to create shipment records. CX20.5 - Insert line Use this form to add an item to a case preference list. You can use this form to add new lines for the same item when you must adjust care item information or to customize a preference list for patient-specific needs. Updated Files COCOMP - Referenced by Purchase Order APIs that validate POINTERFAC records. COLINEDTL - Referenced by Purchase Order APIs that create POINTERFAC records. CXCASEHEAD - Primary header file maintained by this program. CXCASEPREF - Primary preference file maintained by program. CXCOMPANY - Used to validate case company. CXCPIUAVAL - Used to store user analysis values for patient cases. CXITEMHIST - Used to calculate cost (not updated by program). CXPREFDIAG - Primary diagnostic code file maintained by program. CXPREFITEM - Primary preference item file maintained by program. CXPREFJOBS - Primary preference burden codes file maintained by program. HCPATCHRG - Not used by this program. HCPATVISIT - Used to validate visit number. ICCOMPANY - Used to validate the case company. ICLOT - Used for lot tracking. ICRECEIPTS - Used for reference and to get the status of purchased case items. ITEMLOC - Used to validate item type. No update. ITSERIAL - Not used by this program. POINTERFAC - Used to create the POINTERFAC record. ROUTEDOC - Not used by this program. ROUTEHDR - Not used by this program. ROUTESTOP - Not used by this program. SOHDETAIL - Not used by this 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 - Used to create shipment records. WHDEMNDCMT - Used to create shipment records. WHDEMNDHDR - Used to create shipment records. WHSHIPCOMP - Used to create shipment records. WHSHIPLINE - Used to create shipment records. WHSHIPMENT - Used to create shipment records. WHSHLAUD - Used to create shipment records. WHSHLDTL - Used to create shipment records. Referenced Files APACCRCODE - Referenced by Accounts Payable APIs that validate vendor information. APCOMPANY - Referenced by Accounts Payable APIs that validate vendor information. APVENMAST - Referenced by Accounts Payable APIs that validate vendor information. BUYER - Referenced by Purchase Order APIs that validate POINTERFAC records. COMPONENT - Referenced by Purchase Order APIs that validate POINTERFAC records. CUCONV - Referenced by Purchase Order APIs that validate POINTERFAC records. CURELAT - Used to validate the existence of currency relationships. CXBURDEN - Used to validate template burdens and default values. CXCTIUAVAL - Used to validate user analysis values for patient cases. CXDIAGNOST - Used to validate code and display description. CXPRACPROC - Used to validate the case procedure for the practitioner entered. CXPRACTNR - Used to validate the case practitioner. CXPREFTEMP - Used to create case preference records. CXPTMPDIAG - Maintains diagnoses for the template. CXPTMPITEM - Used to create case item records. CXTMPJOBS - Used to create case jobs record. GLCODES - Used to validate general ledger codes used on items. GLSYSTEM - Used to validate general ledger codes used on items. HCCHRGITEM - Used to default revenue center, charge number, and price for the template item. HCPATIENT - Used to validate patient ID and display default information. ICBIN - Used to validate the bin for the case item. ICCATEGORY - Used to default the general ledger account codes for the case item. ICLOCATION - Used to validate the from location for the case item. ITEMMAST - Used to validate the item number for item master items. KITITEM - Used for case item default values for kits. OEFRTCODE - Not used by this program. OEROUTE - Contains all user-defined routes that are set up in the Order Entry system. ORDERTYPE - Used to create the POINTERFAC record. POCOMPANY - Used to validate the Healthcare company when items are to be purchased. POLINE - Used to default case item issue cost. PURCHORDER - Used to default case item issue cost. REASON - Not used by this program. RQLOC - Used to validate case requesting location. STPURCHORD - Not used by this program. TXTAXRATE - Not used by this program. WHDEMNDCMT - Used to create shipment records. WHPROCTYPE - Used to create shipment records. WHSHIPCOMP - Used to create shipment records. WHSHIPLINE - Used to create shipment records. WHSHLAUD - Used to create shipment records. WHSHLDTL - Used to create shipment records. INVOKED Programs ACAC IFCR IFSG IFCU CXCP IFAC IFAU SLSE SLSU SLSS |