CXCASEPREF FILE
Case Cart Preferences
The Case Cart Preferences file contains header records for case preference
lists. The header information consists of data for a specific procedure for a
case. Use CX20.1 (Case Build) or CX506 (HL7 Schedules Import Interface) to
create records in this file. In CX20.1, when you add a preference template to
a case, the Case Carts system adds the applicable preference template data to
this file. To delete a record from this file, use CX20.1, select the Delete
line action for the procedure to delete, and select the Change form action. If
you import cases using CX506, the Case Carts system automatically assigns this
information based on the procedure code imported from the outside scheduling
system.
A different practitioner can be assigned to each procedure within a case.
Additional files store other case preference data. The Preference Items file
contains items, the Preference Diagnostics file contains diagnostic codes, and
Attachment files in the Environment contain comments.
REFERENCED BY
POIJ.1
UPDATED BY
CXCP.1 WH130 WH33.5 WH34.1 WH34.2 WH34.3
WH34.4
FIELD NAME DESCRIPTION/VALID VALUES UPDATED BY
CXP-COMPANY Numeric 4 CXCP.1 WH130
Company This field contains the company number. WH33.5 WH34.1
WH34.2 WH34.3
Valid entries: WH34.4
Any Case Carts system company, defined
in CX01.1 (Healthcare Company) and with
an equivalent Inventory Control company
in IC01.1 (Company).
CXP-REQ-LOCATION Alpha 5 CXCP.1 WH130
To Location This field contains the location WH33.5 WH34.1
requisitioning items and to be charged WH34.2 WH34.3
for the items. This location can be an WH34.4
inventory or noninventory location.
This value appears as the to location
on 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.
CXP-CASE Alpha 15 CXCP.1 WH130
Case This field contains the unique WH33.5 WH34.1
identifier for the case. WH34.2 WH34.3
WH34.4
A case identifier is used in the Case
Carts system to associate specific
tasks, practitioners, preference lists,
and other information with a particular
treatment course. This treatment course
may consist of one or more procedures.
The case number can be used to
interface with an outside scheduling
system.
CXP-PREF-CODE Alpha 8 CXCP.1 WH130
Preference Code This field contains a Preference Code WH33.5 WH34.1
for a preference template defined in WH34.2 WH34.3
CX05.1 (Preference Template). The WH34.4
preference code is one of the key fields
that define a preference template. You
might decide to define a preference code
as a procedure category found in a
procedure code catalog issued by the
government, insurer, or regulatory body.
Based on such an approach, you might
define a preference code as ANESTH for
Anesthesia-related procedures. For
another example, you might define RESP
for Respiratory-related procedures.
CXP-SEQ Numeric 3 CXCP.1 WH130
Sequence Number This field contains the record sequence WH33.5 WH34.1
number for a procedure assigned to the WH34.2 WH34.3
case. WH34.4
CXP-PROC-TYPE Alpha 8 CXCP.1 WH130
Proc Type The procedure type is the first of two WH33.5 WH34.1
fields that uniquely identify a WH34.2 WH34.3
procedure. The procedure type can WH34.4
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.
This value defaults from the Preference
Template file when you add a preference
template to a case. This value cannot be
changed on a case.
Use CX05.1 (Preference Template) to
change the procedure type assigned to a
procedure on a template.
CXP-PROC-CODE Alpha 8 CXCP.1 WH130
Procedure Code The procedure code is the second of two WH33.5 WH34.1
fields that uniquely identify a WH34.2 WH34.3
procedure. The procedure code is an WH34.4
identifier for a specific procedure
within a procedure type.
This value defaults from the Preference
Template file when you add a preference
template to a case. This value cannot be
changed on a case.
Use CX05.1 (Preference Template) to
change the Procedure Code assigned to a
procedure on a preference template.
CXP-PRACTNR-ID Alpha 15 CXCP.1 WH130
Practitioner ID This field contains the practitioner WH33.5 WH34.1
ID. This value must be unique for each WH34.2 WH34.3
practitioner in the Case Carts system. WH34.4
This value defaults from the Preference
Template file.
This value cannot be changed on a case.
Use CX05.1 (Preference Template) to
change the practitioner ID assigned to a
procedure on a template.
CXP-PREF-DESCRIPT Alpha 15 CXCP.1 WH130
Preference This field contains a short description WH33.5 WH34.1
Description for the procedure that may contain a WH34.2 WH34.3
more generic short description as an WH34.4
alternative to the standard procedure
description.
This value defaults from the Preference
Template file when you add a preference
template to a case.
This value cannot be changed on a case.
Use CX05.1 (Preference Template) to
change the Preference Description
assigned to a procedure on a template.
CXP-LAST-LINE-NBR Numeric 6 CXCP.1 WH130
Last Line Number This field contains the number of the WH33.5 WH34.1
last line item added to the case. The WH34.2 WH34.3
number is used to determine the number WH34.4
when the next line is added to the case.
This value is automatically updated as
you add case lines.
CXP-PROC-DESC Alpha 250 (Lower Case) CXCP.1
Process Description This field contains the procedure
description.
Until a case status changes to 4 for
Charges Passed or 5 for No Charges, this
value displays from the Procedures file.
After a case is finished (status 4 or
5), this value cannot be changed here.
CXP-CLINICAL-CST Currency 15.2 CXCP.1 WH130
Clinical Cost This field contains the user-defined WH33.5 WH34.1
clinical costs for a preference. This is WH34.2 WH34.3
a user-defined subtotal that is part of WH34.4
the Total Procedure Cost. The clinical
costs can be any costs not included in
distribution, supplies, and burden
costs. These latter costs along with the
clinical costs make up the Total
Procedure Cost.
When you add a case using CX20.1 (Case
Build), this value defaults from the
appropriate record of the Preference
Template file.
Change this value indirectly in one of
two ways. The first way is to use CX05.1
(Preference Template) to change the
clinical costs on the applicable
template and then delete and re-add the
template to the case. The second way is
to type a new value (if blank) or type
over the existing value in the Clinical
Cost field. The Clinical Cost field
appears in the Procedure Cost tab of
CX20.2 (Case Detail). In the second way,
the costs are recorded for the case
preference only and are not captured in
templates for future use.
Note: To view this value, use one of
the following features: the Procedure
Cost tab of CX20.2 (Case Detail), the
Case Carts Analyzer, or a file editor.
CXP-DIST-CST Currency 15.2 CXCP.1 WH130
Distribution Cost This field contains the user-defined WH33.5 WH34.1
total distribution costs for the case WH34.2 WH34.3
procedure. WH34.4
Distribution costs are a subtotal of
the Total Procedure Cost. The subtotal
represents costs not included in costs
for clinical resources, supplies, and
burden.
This value defaults from the Preference
Template file when you add a preference
template to a case.
Change this value indirectly in one of
two ways. The first way is to use CX05.1
(Preference Template) to change the
clinical costs on the applicable
template and then delete and re-add the
template to the case. The second way is
to type a new value (if blank) or type
over the existing value in the Clinical
Cost field. The Clinical Cost field
appears in the Procedure Cost tab of
CX20.2 (Case Detail). In the second way,
the costs are recorded for the case
preference only and are not captured in
templates for future use.
Note: To view this value, use one of
the following features: the Procedure
Cost tab of CX20.2 (Case Detail), the
Case Carts Analyzer, or a file editor.
CXP-SUPPLY-CST Currency 15.2 CXCP.1 WH130
Supply Cost This field contains the user-defined WH33.5 WH34.1
total supply costs for the case WH34.2 WH34.3
procedure. WH34.4
Supplies are items assigned to a case.
This value defaults from the Preference
Template file when you add a preference
template to a case.
Change this value indirectly in one of
two ways. The first way is to use CX05.1
(Preference Template) to change the
extended supply costs on the applicable
template and then delete and re-add the
template to the case. The second way is
to type a new value (if blank) or type
over the value in the Cost field for
items to be changed. The Cost field
appears in the Items tab, Detail detail
tab of CX20.2 (Case Detail). In the
second way, the costs are recorded for
the case preference only and are not
captured in templates for future use.
Note: To view this value, use one of
the following features: the Procedure
Cost tab of CX20.2 (Case Detail), the
Case Carts Analyzer, or a file editor.
CXP-TOTAL-CST Currency 15.2 CXCP.1 WH130
Total Cst This field contains the total of all WH33.5 WH34.1
costs (clinical, distribution, supply, WH34.2 WH34.3
and burden) recorded for the case WH34.4
procedure in the Case Carts system.
This value defaults from the Preference
Template file when you add a preference
template to a case.
This value is updated each time any
cost-related element is changed on a
case by adding, deleting, changing
quantity, and so on.
Change this value indirectly in one of
two ways. The first way is to use CX05.1
(Preference Template) to change the
cost-related data on the applicable
template and then delete and re-add the
template to the case. The second way is
to type a new value (if blank) or type
over the value in the applicable
cost-related data in CX20.2 (Case
Detail) for items to be changed. In the
second way, the costs are recorded for
the case preference only and are not
captured in templates for future use.
Note: To view this value, use one of
the following features: the Procedure
Cost tab of CX20.2 (Case Detail), the
Case Carts Analyzer, or a file editor.
CXP-TOTAL-BURDEN Currency 15.2 CXCP.1 WH130
Total Burden This field contains the total burden WH33.5 WH34.1
costs for the case procedure. WH34.2 WH34.3
WH34.4
This value defaults from the Preference
Template file when you add a preference
template to a case.
Change this value indirectly in one of
two ways. The first way is to use CX05.1
(Preference Template) to change the
burden cost-related data on the
applicable template and then delete and
re-add the template to the case. The
second way is to type a new value (if
blank) or type over the value in the
applicable burden cost-related data in
CX20.2 (Case Detail). In the second way,
the costs are recorded for the case
preference only and are not captured in
templates for future use.
Note: To view this value, use one of
the following features: the Procedure
Cost tab of CX20.2 (Case Detail), the
Case Carts Analyzer, or a file editor.
To view individual Burden codes on a
case preference, choose the Burden tab
in CX20.2 (Case Detail).
CXP-NORMAL-TIME Numeric 4 CXCP.1 WH130
Normal Time This field defines the typical (normal) WH33.5 WH34.1
time taken to perform a specific WH34.2 WH34.3
procedure. WH34.4
This value defaults from the Preference
Template file when you add a preference
template to a case.
Use CX05.1 (Preference Template) to
change the normal time assigned to a
procedure on a template.
CXP-EST-PROC-TIME Numeric 4 CXCP.1 WH130
Est Proc Time This field contains the estimated time WH33.5 WH34.1
to complete the procedure. WH34.2 WH34.3
WH34.4
This value defaults from the Preference
Template file when you add a preference
template to a case. This value cannot be
changed on a case.
Use CX05.1 (Preference Template) to
change the estimated procedure time
assigned to a procedure on a template.
CXP-PROCEDURE-TIME Numeric 4 CXCP.1 WH130
Procedure Time This field contains the actual time to WH33.5 WH34.1
complete the procedure. WH34.2 WH34.3
WH34.4
This value defaults from the Preference
Template file when you add a preference
template to a case. This value cannot be
changed on a case.
Use CX05.1 (Preference Template) to
change the procedure time assigned to a
procedure on a template.
CXP-ACCT-CATEGORY Alpha 5 CXCP.1 WH130
Account Category This field contains a valid account WH33.5 WH34.1
category as defined in the Activity WH34.2 WH34.3
Management system. WH34.4
This value defaults from the Preference
Template file when you add a preference
template to a case.
Use CX05.1 (Preference Template) to
change the account category assigned to
a procedure on a template.
Note: Use of the Activity Management
system to track and report costs
recorded in the Case Carts system is
reserved for a future release.
CXP-ACTIVITY Alpha 15 CXCP.1 WH130
Activity This field contains a valid activity WH33.5 WH34.1
code of the Activity Management system. WH34.2 WH34.3
WH34.4
This value defaults from the Preference
Template file when you add a preference
template to a case.
Use CX05.1 (Preference Template) to
change the activity assigned to a
procedure on a template.
Note: Use of the Activity Management
system to track and report costs
recorded in the Case Carts system is
reserved for a future release.
CXP-ATN-OBJ-ID Numeric 12 CXCP.1 WH130
Atn Object ID This field contains a system-assigned WH33.5 WH34.1
identifier that provides access to data WH34.2 WH34.3
in related files. WH34.4
This value defaults from the Preference
Template file when you add a preference
template to a case. This value cannot be
changed on a case.
Use CX05.1 (Preference Template) to
change the value assigned to a procedure
on a template.
Note: Use of this field is reserved
for a future release.
CXP-DATE-COMPLETED Numeric 8 (yyyymmdd) CXCP.1 WH130
Date Completed This field contains the date the case WH33.5 WH34.1
was completed. WH34.2 WH34.3
WH34.4
This value defaults from the Preference
Template file when you add a preference
template to a case. This value cannot be
changed on a case.
Use CX05.1 (Preference Template) to
change the date assigned to a procedure
on a template.
CXP-LST-PRFJOB-SEQ Numeric 3 CXCP.1 WH130
Lst Prfjob Seq This field contains the record sequence WH33.5 WH34.1
number assigned to the burden code on WH34.2 WH34.3
the template. This value is WH34.4
automatically updated as you add case
burden codes.
This value defaults from the Preference
Template file when you add a preference
template to a case.
Use CX05.1 (Preference Template) to
change the Prf Job Seq assigned to a
procedure on a template.
CXP-STATUS Numeric 1 CXCP.1 WH130
Status This field contains the procedure WH33.5 WH34.1
transaction status. WH34.2 WH34.3
1 = Created WH34.4
2 = Complete
CXP-STOCKLESS-FL Alpha 1 CXCP.1 WH130
Stockless Fl Select Yes to indicate that the item is WH33.5 WH34.1
a stockless item. WH34.2 WH34.3
WH34.4
Note: Use of this field is reserved
for a future release.
Y = Yes
N = No
CXP-DEL-TO-LOC Alpha 5 CXCP.1 WH130
Del To Loc This field defines the deliver-to WH33.5 WH34.1
location. WH34.2 WH34.3
WH34.4
CXP-HR-RATE-TOTAL Currency 15.2 CXCP.1 WH130
Hr Rate Total This field defines the hourly rate WH33.5 WH34.1
total. WH34.2 WH34.3
WH34.4
CXP-OT-RATE-TOTAL Currency 15.2 CXCP.1 WH130
Ot Rate Total This field defines the other rate total. WH33.5 WH34.1
WH34.2 WH34.3
This is a system-maintained subtotal, WH34.4
consisting of the total for Unit, Flat
Fee, Rental Hourly, and Daily Rental
types, used to calculate the total
procedure cost. The Case Carts system
logic also updates the other rate total
in the Case Cart Preferences file.
CXP-CX-START-TIME Numeric 4 CXCP.1 WH130
Case Start Time This field contains the time when the WH33.5 WH34.1
procedure starts. WH34.2 WH34.3
WH34.4
CXP-START-DATE Numeric 8 (yyyymmdd) CXCP.1 WH130
Start Date This field contains the date when the WH33.5 WH34.1
procedure starts. WH34.2 WH34.3
WH34.4
CXP-LAST-CHG-DATE Numeric 8 (yyyymmdd) CXCP.1 WH130
Last Change Date This date indicates the last date when WH33.5 WH34.1
changes were made. WH34.2 WH34.3
WH34.4
CXP-LAST-CHG-TIME Numeric 4 CXCP.1 WH130
Last Change Time This field contains the time of the WH33.5 WH34.1
last change to the case. WH34.2 WH34.3
WH34.4
CXP-OPERATOR-ID Alpha 10 CXCP.1 WH130
Operator This field contains the terminal signon WH33.5 WH34.1
Identification Code identifier when this update to the WH34.2 WH34.3
database was performed. WH34.4
CXP-AM-PM-FLAG Alpha 2 CXCP.1 WH130
A.M. or P.M. Flag This field indicates whether the start WH33.5 WH34.1
time is for the morning or for the WH34.2 WH34.3
afternoon or evening. WH34.4
AM = Morning
PM = Afternoon or Evening
CXP-LEADTIME-DAYS Numeric 3
Leadtime Number of This field contains the leadtime (in
Days days) required to allocate inventory
items. If the preference template has a
leadtime defined, the value defaults to
the case preference. Otherwise, the case
company default leadtime defaults.
CXP-COMPLETED-TIME Numeric 4 WH130 WH33.5
Completed Time This field contains the completion time WH34.1 WH34.2
for the procedure. WH34.3 WH34.4
CXP-COMPL-AM-PM Alpha 2 WH130 WH33.5
Complete A.M. or This field indicates whether the time WH34.1 WH34.2
P.M. Flag is for the morning or for the afternoon WH34.3 WH34.4
or evening.
AM = AM
PM = PM
CXP-FLAT-FEE-FL Alpha 1 WH130 WH33.5
Flat Fee Fl WH34.1 WH34.2
WH34.3 WH34.4
CXCASEPREF FILE INDEX
NAME KEY FIELDS DESCRIPTION / SUBSET CONDITION USED IN
CXPSET1 COMPANY This index is used to access the Case CXCP.1 POIJ.1
REQ-LOCATION Cart Preferences file records in WH130 WH33.1
CASE Company, Requesting Location, Case, and WH33.2 WH33.3
SEQ Sequence number order. WH33.4 WH33.5
WH33.6 WH33.8
WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CXPSET2 COMPANY This index is used to access the Case
REQ-LOCATION Cart Preferences file records in
PROC-TYPE Company, Requesting Location, Procedure
PROC-CODE Type, Procedure Code, Case, and Sequence
CASE number order.
SEQ
CXPSET3 COMPANY This index is used to access the Case
REQ-LOCATION Cart Preferences file records in
PRACTNR-ID Company, Requesting Location,
CASE Practitioner ID, Case, and Sequence
SEQ number order.
CXPSET4 COMPANY This index is used to access the Case
REQ-LOCATION Cart Preferences file records in
PREF-DESCRIPT Company, Requesting Location, Preference
CASE Description, Case, and Sequence number
SEQ order.
CXPSET5 COMPANY This index is used to access the Case
PRACTNR-ID Cart Preferences file records in
REQ-LOCATION Company, Practitioner ID, Requesting
CASE Location, Case, and Sequence number
SEQ order.
CXPSET6 ATN-OBJ-ID This index is used to access the Case
Cart Preferences file object records.
Note: This feature is planned for a
future release.
KeyChange, Subset
Where ATN-OBJ-ID != Zeroes
CXPSET7 COMPANY This index is used to access the Case
REQ-LOCATION Cart Preferences file records in
PREF-CODE Company, Requesting Location,
CASE Preference Code, Case, and Sequence
SEQ number order.
CXCASEPREF FILE RELATIONS
ONE TO ONE RELATIONS
RELATION RELATED
NAME FILE INTEGRITY RULES / FIELD MATCH
Cccasehead CXCASEHEAD Required
CXP-COMPANY -> CXH-COMPANY (CXHSET1)
CXP-REQ-LOCATION -> CXH-REQ-LOCATION
CXP-CASE -> CXH-CASE
Ccpracproc CXPRACPROC Required
CXP-COMPANY -> CPP-COMPANY
CXP-PRACTNR-ID -> CPP-PRACTNR-ID
CXP-PROC-TYPE -> CPP-PROC-TYPE
CXP-PROC-CODE -> CPP-PROC-CODE
Cxprocedr CXPROCEDR Required
CXP-PROC-TYPE -> CPC-PROC-TYPE
CXP-PROC-CODE -> CPC-PROC-CODE
Gen Pref Temp CXPREFTEMP Required
CXP-COMPANY -> CPT-COMPANY
CXP-REQ-LOCATION -> CPT-REQ-LOCATION
CXP-PREF-CODE -> CPT-PREF-CODE
CXP-PROC-TYPE -> CPT-PROC-TYPE
CXP-PROC-CODE -> CPT-PROC-CODE
Spaces -> CPT-PRACTNR-ID
Prac Pref Temp CXPREFTEMP Required
CXP-COMPANY -> CPT-COMPANY
CXP-REQ-LOCATION -> CPT-REQ-LOCATION
CXP-PREF-CODE -> CPT-PREF-CODE
CXP-PROC-TYPE -> CPT-PROC-TYPE
CXP-PROC-CODE -> CPT-PROC-CODE
CXP-PRACTNR-ID -> CPT-PRACTNR-ID
Practitioner CXPRACTNR Required
CXP-PRACTNR-ID -> CPR-PRACTNR-ID
CXCASEPREF FILE RELATIONS
ONE TO MANY RELATIONS
RELATION RELATED
NAME FILE INTEGRITY RULES / FIELD MATCH
Ccprefdiag CXPREFDIAG Delete Cascades
CXP-COMPANY -> CPD-COMPANY
CXP-REQ-LOCATION -> CPD-REQ-LOCATION
CXP-CASE -> CPD-CASE
CXP-SEQ -> CPD-SEQ
CPD-DIAG-TYPE
CPD-DIAG-CODE
Cxprefitem CXPREFITEM Delete Cascades
CXP-COMPANY -> CPI-COMPANY
CXP-REQ-LOCATION -> CPI-REQ-LOCATION
CXP-CASE -> CPI-CASE
CXP-SEQ -> CPI-SEQ
CPI-LINE-NBR
Cxprefjobs CXPREFJOBS Delete Cascades
CXP-COMPANY -> CPJ-COMPANY
CXP-REQ-LOCATION -> CPJ-REQ-LOCATION
CXP-CASE -> CPJ-CASE
CXP-SEQ -> CPJ-SEQ
CPJ-JOB-CODE
CPJ-SCHEDULE
CPJ-PAY-GRADE
CPJ-PRFJOB-SEQ
Itemhistory CXITEMHIST
CXP-COMPANY -> CIH-COMPANY
CXP-REQ-LOCATION -> CIH-REQ-LOCATION
CXP-CASE -> CIH-CASE
CXP-SEQ -> CIH-SEQ
CIH-LINE-NBR
CIH-REASON-CODE
CIH-REASON-TYPE
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