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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
BL92.1 CXCP.1 OE114 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
Element: Company This field contains the company number.
CPT-REQ-LOCATION Alpha 5
Element: 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
Element: Procedure CodeThis 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
Element: Practitioner IThis 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
Element: Procedure CodeThe 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
Element: Procedure CodeThe 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
Element: Actual Time This field defines the time of the last
change.
CPT-LAST-CHG-DATE Numeric 8 (yyyymmdd)
Element: Last Change DaThis field defines the date of the last
change.
CPT-OPERATOR-ID Alpha 10
Element: Operator Code This field contains the terminal signon
identifier when this update to the
database was performed.
CPT-LAST-LINE-NBR Numeric 6
Element: 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 Signed 18.2
Element: Intl Amt 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 Signed 18.2
Element: Intl Amt 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 Signed 18.2
Element: Intl Amt 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 Signed 18.2
Element: Intl Amt 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 Signed 18.2
Element: Intl Amt 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
Element: Actual Time This field contains the typical
(normal) time taken to perform a
specific procedure.
CPT-ACCT-CATEGORY Alpha 5
Element: Account CategoThis 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
Element: 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
Element: Po Code This is the purchase order code.
CPT-ATN-OBJ-ID Numeric 12
Object This field contains a system-assigned
Identification identifier that provides access to data
in related files.
CPT-LST-TMPJOB-SEQ Numeric 3
Element: Sequence NumbeThis field contains the record sequence
number.
CPT-STOCKLESS-FL Alpha 1
Element: All Flag 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 Signed 18.2
Element: Intl Amt This field defines the hourly rate
total.
CPT-OT-RATE-TOTAL Signed 18.2
Element: Intl Amt 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
Element: 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
Element: Flat Fee Fl
CXPREFTEMP FILE INDEX
NAME KEY FIELDS DESCRIPTION / SUBSET CONDITION USED IN
CPTSET1 COMPANY BL92.1 CXCP.1
REQ-LOCATION OE114 WH130
PREF-CODE WH132 WH190
PROC-TYPE WH222 WH30.1
PROC-CODE WH30.2 WH30.3
PRACTNR-ID 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
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
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