CXPREFTEMP FILE Preference Template The Preference Template file contains the header record for preference templates. This information is basic information related to preference templates. In addition to the information contained in this record, a preference template also has items (contained in the Template Items file), diagnostic codes (contained in Template Diagnostics file) and comments. The information in this record is used to provide default information for Case Cart Preference file records when preference templates are added to a case. A preference template record must be used to add a preference list to a case. There are two types of preference templates: general and practitioner- specific. Use CX05.1 (Preference Template) to add or delete individual records in this file. REFERENCED BY BL92.1 CX100 CX20.1 CX20.2 CX20.4 CX20.5 CX205 CX207 CX220 CX30.1 CX300 CX506 CXA2.1 CXA3.1 CXCP.1 OE114 WH130 WH132 WH190 WH222 WH30.1 WH30.2 WH30.3 WH31.1 WH31.2 WH31.3 WH32.1 WH32.2 WH32.3 WH33.5 WH34.1 WH34.2 WH34.3 WH34.4 WH40.1 WH40.2 WH520 WH830 UPDATED BY CX05.1 CX05.2 CX805 CXMC.1 FIELD NAME DESCRIPTION/VALID VALUES UPDATED BY CPT-COMPANY Numeric 4 CX05.1 CX05.2 Company This field contains the company number. CX805 CXMC.1 CPT-REQ-LOCATION Alpha 5 CX05.1 CX05.2 To Location This field contains the location CX805 CXMC.1 requisitioning items and to be charged for the items. This location can be an inventory or noninventory location. This value appears as the to location on pick lists printed when you run CX100 (Pick List Print) and WH130 (Pick List Print). Valid values are A requesting location defined in RQ01.1 (Requesting Location) for the specified healthcare company. CPT-PREF-CODE Alpha 8 CX05.1 CX05.2 Preference Code This field contains the template CX805 CXMC.1 preference-list code. The code is assigned to cases in CX20.1 (Case Build). The code is used with other key fields to uniquely identify a template. Key fields include Company, Requesting Location, Practitioner ID (except for generic templates), Preference Code, Procedure Type, and Procedure Code. The code can be used to classify multiple procedures. For example, the code can be an abbreviation for a section of the CPT catalog, such as ANEST for Anesthesia or RESP for Respiratory. You could use the same preference code with varying key fields to define different templates for procedures in the same classification of the preference code. The code is assigned to cases in the Preference Code field of CX20.1 (Case Build). CPT-PRACTNR-ID Alpha 15 CX05.1 CX05.2 Practitioner ID This field contains the practitioner CX805 CXMC.1 ID. If this field contains a value, this template becomes a practitioner-specific template. A blank means a generic template. CPT-PROC-TYPE Alpha 8 CX05.1 CX05.2 Procedure Type The procedure type is the first of two CX805 CXMC.1 fields that uniquely identify a procedure. The procedure type can identify the code set to which the procedure code belongs. For example, you can use one of the following codes: - CPT-4 for a code in the Current Procedural Terminology listing compiled by the American Medical Association -HCPCS for a code in HCFA's (Health Care Financing Administration's) Common Procedure Coding System, or - A code defined for your organization's own procedures listing. CPT-PROC-CODE Alpha 8 CX05.1 CX05.2 Procedure Code The procedure code is the second of two CX805 CXMC.1 fields that uniquely identify a procedure. The procedure code is an identifier for a specific procedure within a procedure type. CPT-PREF-DESCRIPT Alpha 15 CX05.1 CX05.2 Preference This field contains a short description CX805 Description for the procedure that may contain a more generic short description as an alternative to the standard procedure description. CPT-LAST-CHG-TIME Numeric 4 CX05.1 CX05.2 Last Change Time This field defines the time of the last CX805 change. CPT-LAST-CHG-DATE Numeric 8 (yyyymmdd) CX05.1 CX05.2 Last Change Date This field defines the date of the last CX805 change. CPT-OPERATOR-ID Alpha 10 CX05.1 CX05.2 Operator This field contains the terminal signon CX805 Identification Code identifier when this update to the database was performed. CPT-LAST-LINE-NBR Numeric 6 CX05.1 CX05.2 Last Line Number This field contains the number of the CX805 last line item added to the requisition. It is used to determine the number when the next line is added to the requisition. CPT-CLINICAL-CST Currency 15.2 CX05.1 CX05.2 Clinical Cost This field contains the user-defined CX805 sum of all clinical costs for the procedure on the preference template. This is a user-defined subtotal of the Total Procedure Cost. The clinical costs represent costs not included in subtotals for distribution, supplies, and burden. This value is added manually and viewed in this field in CX05.1 (Preference Template). Note: You can view this value, using one of the following features: the Cost tab of CX05.1 (Preference Template), the Case Carts Analyzer, or a file editor. CPT-DIST-CST Currency 15.2 CX05.1 CX05.2 Distribution Cost This field contains the user-defined CX805 distribution costs for the procedure. This value is the sum of the distribution costs for the preference assigned to the template. This value is updated manually and viewed in this field in CX05.1 (Preference Template). Note: You can view this value, using one of the following features: the Cost tab of CX05.1 (Preference Template), the Case Carts Analyzer, or a file editor. CPT-SUPPLY-CST Currency 15.2 CX05.1 CX05.2 Supply Cost This field contains the user-defined CX805 supply costs for the procedure. This value is the sum of the extended item costs for the preference assigned to the template. Use CX05.1 (Preference Template) to update item costs and thereby automatically update this total. Note: You can view this value, using one of the following features: the Cost tab of CX05.1 (Preference Template), the Case Carts Analyzer, or a file editor. CPT-TOTAL-CST Currency 15.2 CX05.1 CX05.2 Total Cost This field contains the total of all CX805 costs for the procedure. The costs included are for clinical and distribution resources, supplies (items), and burden for jobs and nonsalaried resources. This value is updated each time an element is changed by adding, deleting, changing quantity, and so on. Note: You can view this value, using one of the following features: the Cost tab of CX05.1 (Preference Template), the Case Carts Analyzer, or a file editor. CPT-TOTAL-BURDEN Currency 15.2 CX05.1 CX05.2 Total Burden This field contains the total burden CX805 costs associated with preference template burden codes. A burden is a resource with a measurable cost assigned to a case. The measurable cost can be an indirect cost, assigned to but not directly related to a case. Examples of burden are salaries, equipment, services, and other such as costs for capital depreciation or building management. This value is the sum of the extended burden costs for the preference template. When you add a burden code to the template, this total automatically increases. You can define this value directly or indirectly. Use CX05.1 (Preference Template) to update template burden costs directly and thereby automatically update this total. Use CX15.1 (Burden) to update nonsalary burden code (or salary burden codes as well if you do not use the Human Resources interface) and then add the updated burden code to the template. Before you run CX504 (HR Labor Import) and before you then add the latest burden codes to the preference template, make sure the job code costs are accurately defined in the Human Resources system. Note: Costs default to the Salary Range fields of CX15.1 (Burden) based on the Salary Range field definition in CX01.1 (Company). CPT-NORMAL-TIME Numeric 4 CX05.1 CX05.2 Normal Time This field contains the typical CX805 (normal) time taken to perform a specific procedure. CPT-ACCT-CATEGORY Alpha 5 CX05.1 CX05.2 Account Category This field contains a valid account CX805 category as defined in the Activity Management system. Note: Use of the Activity Management system to track and report costs recorded in the Case Carts system is reserved for a future release. CPT-ACTIVITY Alpha 15 CX05.1 CX05.2 Activity This field contains a valid activity CX805 code as defined in the Activity Management system. Note: Use of the Activity Management system to track and report costs recorded in the Case Carts system is reserved for a future release. CPT-ATN-OBJ-ID Numeric 12 CX05.1 CX05.2 AC System Object ID This field contains a system-assigned CX805 (Sales) identifier that provides access to data in related files. CPT-LST-TMPJOB-SEQ Numeric 3 Last Template Job This field contains the record sequence Sequence number. CPT-STOCKLESS-FL Alpha 1 CX05.1 CX05.2 Stockless Flag This flag indicates whether any item on CX805 the procedure can be considered stockless. Note: Use of this field is reserved for a future release. CPT-HR-RATE-TOTAL Currency 15.2 CX05.1 CX05.2 Human Resources This field defines the hourly rate CX805 Rate Total total. CPT-OT-RATE-TOTAL Currency 15.2 CX05.1 CX05.2 Overtime Rate Total This field defines the overtime rate CX805 total. CPT-LEADTIME-DAYS Numeric 3 Leadtime Number of This field contains the leadtime (in Days days). This value indicates whether to allocate the item immediately or at some future date. The Case Carts system calculates the future date using this field. CPT-TEMPLATE-TYPE Derived Template Type This code is used to differentiate a template for the case cart module from a template set up by the Requisition system. CXPREFTEMP FILE INDEX NAME KEY FIELDS DESCRIPTION / SUBSET CONDITION USED IN CPTSET1 COMPANY BL92.1 CX05.1 REQ-LOCATION CX05.2 CX100 PREF-CODE CX20.1 CX20.2 PROC-TYPE CX20.4 CX20.5 PROC-CODE CX205 CX207 PRACTNR-ID CX220 CX30.1 CX300 CX506 CX805 CXA2.1 CXA3.1 CXCP.1 CXMC.1 OE114 WH130 WH132 WH190 WH222 WH30.1 WH30.2 WH30.3 WH31.1 WH31.2 WH31.3 ... CPTSET2 COMPANY Duplicates, Subset CX220 REQ-LOCATION Where PRACTNR-ID = Spaces PREF-CODE PROC-TYPE PROC-CODE CPTSET3 COMPANY KeyChange CX05.1 CX05.2 REQ-LOCATION CX207 CX805 PROC-TYPE PROC-CODE PRACTNR-ID CPTSET4 COMPANY KeyChange CX05.1 CX05.2 REQ-LOCATION CX805 PREF-DESCRIPT PREF-CODE PROC-TYPE PROC-CODE PRACTNR-ID CPTSET5 ATN-OBJ-ID KeyChange, Duplicates CPTSET6 COMPANY CX220 REQ-LOCATION PROC-CODE PROC-TYPE PREF-CODE PRACTNR-ID CXPREFTEMP FILE RELATIONS ONE TO ONE RELATIONS RELATION RELATED NAME FILE INTEGRITY RULES / FIELD MATCH Ccprocproc CXPRACPROC Required When CPT-PRACTNR-ID != Spaces CPT-COMPANY -> CPP-COMPANY CPT-PRACTNR-ID -> CPP-PRACTNR-ID CPT-PROC-TYPE -> CPP-PROC-TYPE CPT-PROC-CODE -> CPP-PROC-CODE Cxcompany CXCOMPANY Required CPT-COMPANY -> CXC-COMPANY Generictemp CXPREFTEMP Required When CPT-PRACTNR-ID = Spaces CPT-COMPANY -> CPT-COMPANY CPT-REQ-LOCATION -> CPT-REQ-LOCATION CPT-PROC-TYPE -> CPT-PROC-TYPE CPT-PROC-CODE -> CPT-PROC-CODE Spaces -> CPT-PRACTNR-ID Practemp CXPREFTEMP Required When CPT-PRACTNR-ID != Spaces CPT-COMPANY -> CPT-COMPANY CPT-REQ-LOCATION -> CPT-REQ-LOCATION CPT-PROC-TYPE -> CPT-PROC-TYPE CPT-PROC-CODE -> CPT-PROC-CODE CPT-PRACTNR-ID -> CPT-PRACTNR-ID Practitioner CXPRACTNR Required When CPT-PRACTNR-ID != Spaces CPT-PRACTNR-ID -> CPR-PRACTNR-ID Procedure Type CXPROCEDR Required CPT-PROC-TYPE -> CPC-PROC-TYPE CPT-PROC-CODE -> CPC-PROC-CODE Req Loc RQLOC Required CPT-COMPANY -> RQL-COMPANY CPT-REQ-LOCATION -> RQL-REQ-LOCATION CXPREFTEMP FILE RELATIONS ONE TO MANY RELATIONS RELATION RELATED NAME FILE INTEGRITY RULES / FIELD MATCH Cxptmpdiag CXPTMPDIAG Delete Cascades CPT-COMPANY -> CTD-COMPANY CPT-REQ-LOCATION -> CTD-REQ-LOCATION CPT-PREF-CODE -> CTD-PREF-CODE CPT-PROC-TYPE -> CTD-PROC-TYPE CPT-PROC-CODE -> CTD-PROC-CODE CPT-PRACTNR-ID -> CTD-PRACTNR-ID CTD-DIAG-TYPE CTD-DIAG-CODE Cxptmpitem CXPTMPITEM Delete Cascades CPT-COMPANY -> CTI-COMPANY CPT-REQ-LOCATION -> CTI-REQ-LOCATION CPT-PREF-CODE -> CTI-PREF-CODE CPT-PROC-TYPE -> CTI-PROC-TYPE CPT-PROC-CODE -> CTI-PROC-CODE CPT-PRACTNR-ID -> CTI-PRACTNR-ID CTI-LINE-NBR Cxtmpjobs CXTMPJOBS Delete Cascades CPT-COMPANY -> CTJ-COMPANY CPT-REQ-LOCATION -> CTJ-REQ-LOCATION CPT-PREF-CODE -> CTJ-PREF-CODE CPT-PROC-TYPE -> CTJ-PROC-TYPE CPT-PROC-CODE -> CTJ-PROC-CODE CPT-PRACTNR-ID -> CTJ-PRACTNR-ID CTJ-JOB-CODE CTJ-SCHEDULE CTJ-PAY-GRADE CTJ-TMPJOB-SEQ |