Lawson Software

Lawson Insight Technical Documentation

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                            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

CXCP.1    WH130     WH132     WH190     WH222     WH30.1
WH30.2    WH30.3    WH30.4    WH31.1    WH31.2    WH31.3
WH31.4    WH32.1    WH32.2    WH32.3    WH32.4    WH33.5
WH34.1    WH34.2    WH34.3    WH34.4    WH40.1    WH40.2
WH520     WH830

FIELD NAME           DESCRIPTION/VALID VALUES                    UPDATED BY

CPT-COMPANY          Numeric 4
Company              This field contains the company number.

CPT-REQ-LOCATION     Alpha 5
To Location          This field contains the location
                     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
Preference Code      This field contains the template
                     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
Practitioner ID      This field contains the practitioner
                     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
Proc Type            The procedure type is the first of two
                     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
Procedure Code       The procedure code is the second of two
                     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
Preference           This field contains a short description
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
Last Change Time     This field defines the time of the last
                     change.

CPT-LAST-CHG-DATE    Numeric 8  (yyyymmdd)
Last Change Date     This field defines the date of the last
                     change.

CPT-OPERATOR-ID      Alpha 10
Operator             This field contains the terminal signon
Identification Code  identifier when this update to the
                     database was performed.

CPT-LAST-LINE-NBR    Numeric 6
Last Line Number     This field contains the number of the
                     last line item added to the document. It
                     is used to determine what the next line
                     number is when you add another
                     item.

CPT-CLINICAL-CST     Currency 15.2
Clinical Cost        This field contains the user-defined
                     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
Distribution Cost    This field contains the user-defined
                     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
Supply Cost          This field contains the user-defined
                     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
Total Cst            This field contains the total of all
                     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
Total Burden         This field contains the total burden
                     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
Normal Time          This field contains the typical
                     (normal) time taken to perform a
                     specific procedure.

CPT-ACCT-CATEGORY    Alpha 5
Account Category     This field contains a valid account
                     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
Activity             This field contains a valid activity
                     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-PO-CODE          Alpha 4
Po Code              This is the purchase order code.

CPT-ATN-OBJ-ID       Numeric 12
Atn Object ID        This field contains a system-assigned
                     identifier  that provides access to data
                     in related  files.

CPT-LST-TMPJOB-SEQ   Numeric 3
Lst Tmpjob Seq       This field contains the record sequence
                     number.

CPT-STOCKLESS-FL     Alpha 1
Stockless Fl         This flag indicates whether any item on
                     the procedure can be considered
                     stockless.

                     Note:  Use of this field is reserved
                     for a future release.
                     Y = Yes
                     N = No

CPT-HR-RATE-TOTAL    Currency 15.2
Hr Rate Total        This field defines the hourly rate
                     total.

CPT-OT-RATE-TOTAL    Currency 15.2
Ot Rate Total        This field defines the overtime rate
                     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.

CPT-FLAT-FEE-FL      Alpha 1
Flat Fee Fl

                         CXPREFTEMP FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

CPTSET1   COMPANY                                                CXCP.1  WH130
          REQ-LOCATION                                           WH132   WH190
          PREF-CODE                                              WH222   WH30.1
          PROC-TYPE                                              WH30.2  WH30.3
          PROC-CODE                                              WH30.4  WH31.1
          PRACTNR-ID                                             WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPTSET2   COMPANY       Subset
          REQ-LOCATION  Where PRACTNR-ID = Spaces
          PREF-CODE
          PROC-TYPE
          PROC-CODE
          PRACTNR-ID

CPTSET3   COMPANY       KeyChange
          REQ-LOCATION
          PROC-TYPE
          PROC-CODE
          PRACTNR-ID

CPTSET4   COMPANY       KeyChange
          REQ-LOCATION
          PREF-DESCRIPT
          PREF-CODE
          PROC-TYPE
          PROC-CODE
          PRACTNR-ID

CPTSET5   ATN-OBJ-ID    KeyChange, Subset
                        Where ATN-OBJ-ID != Zeroes

CPTSET6   COMPANY
          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