Preference Items
The Preference Items file contains the items that are defined for use in a
procedure. Use CX20.1 (Case Build) to create this file. When you assign a
preference template to a case and add the case, the items for the preference
template automatically default to this file. Use CX20.2 (Case Detail) to add,
substitute, or delete items from a case.
Releasing a case causes the Case Carts system logic to access this file. The
system uses this data to add or re-add demand records, allocate inventory (if
allocation criteria are met), and create a Purchase Order interface record if
Create PO in this file is set to Yes.
UPDATED BY
| FIELD NAME | DESCRIPTION/VALID VALUES | UPDATED BY | |
|---|---|---|---|
| CPI-COMPANY Element: Company | Numeric 4 This field contains the company number. |
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| CPI-REQ-LOCATION Element: Req Location | Alpha 5 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. |
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| CPI-CASE Element: Case | Alpha 15 This field contains the unique identifier for the case. 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 Carts system uses the case number to interface with an outside scheduling system. |
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| CPI-PREF-CODE Element: Proc Code | Alpha 8 This field contains the Preference List Code. |
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| CPI-PROC-TYPE Element: Proc Code | Alpha 8 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. |
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| CPI-PROC-CODE Element: Proc Code | Alpha 8 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. |
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| CPI-SEQ Element: Seq | Numeric 3 This field contains the sequence of the preference list within the case. |
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| CPI-ITEM Element: Item | Alpha 32 This field contains the item identifier. |
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| CPI-ITEM-TYPE Element: Item Type | Alpha 1 This field identifies the line item type. Changes to this field that result in N, X, or X item types , update the Purchase Order interface record. I = Inventoried Item N = Non-Stock Item S = Service Item X = Special Item |
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| CPI-SERVICE-CODE Element: Service Code | Alpha 1 " " = Not A Service Item A = Amount Q = Quantity |
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| CPI-DESCRIPTION Element: Description | Alpha 30 (Lower Case) This field contains the description. |
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| CPI-LINE-NBR Element: Line Nbr | Numeric 6 This field contains the original item line number assigned by the Case Carts system when the item is added. For the line number displayed in CX20.2 (Case Detail), see Alt Line Nbr. This file value is always 1 for the first item on a case preference. Thus, if there are two preferences on a case, they each start with line number 1. |
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| CPI-UOM Element: Uom | Alpha 4 This field contains the valid stock unit of measure for this item. |
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| CPI-QUANTITY Element: Quantity | Signed 13.4 This field contains the requested quantity to be picked. This field defaults to one (1) if no value is entered. This field is required. Note: To change a line that is partially picked (such as for a case that has multiple care days), be sure that the quantity is equal to or greater than the quantity already picked. (Care days are the total number of preoperative and postoperative days. For example, if the patient stay consists of day one for surgery and day two for postoperative care, the number of care days is one (1). You define care days in CX20.2 (Case Detail) in the Items tab on the Care Item detail tab.) |
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| CPI-QUANTITY-USED Element: Quantity | Signed 13.4 This field contains the actual quantity of items used for this case. This amount can be more or less than the issued amount. |
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| CPI-FROM-COMPANY Element: Company | Numeric 4 Identifies the AP company if the resource type = V. Identifies the HR company if the resource type = E. It is blank for type A, P or Q resources. |
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| CPI-FROM-LOCATION Element: Location | Alpha 5 This is the inventory location that supplies the items or it is the purchase order ship to location that receives the items. |
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| CPI-PRICE Element: Intl Amt | Signed 18.2 This field contains the amount that the patient will be charged for the item. |
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| CPI-ISSUE-COST Element: Intl Amt | Signed 18.2 This field contains the issue cost. This cost defaults from CX05.1 (Preference Template) when a case is added using CX20.1 (Case Build) with the following exception. For I or N type items, when you add a case, the system may replace the issue cost from the template with a new value. Such replacement occurs if the values used in the cost logic have changed. For example, such a change can occur when the associated contract unit cost changes after the template is created. The cost logic defaults as follows and can be manually overridden: For inventoried (I) type items, the cost defaults from the Inventory Control system costing routine. For non-inventory-tracked (N) type items, the cost defaults from the Purchase Order system unit cost default routine. For X or S type items, the cost defaults from the template (CX05.1 (Preference Template)). If the Create PO flag is set to Yes, this value updates the Purchase Order interface record. |
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| CPI-ACCT-UNIT Element: Acct Unit | Alpha 15 This field contains the accounting unit. The accounting unit is a shorthand notation representing the variable level number. When used in the General Ledger Account Master file, the accounting unit must be defined in the General Ledger Names file as a posting accounting unit. |
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| CPI-ACCOUNT Element: Account | Numeric 6 This field contains the account. This field, along with the accounting unit and subaccount, make up the location (account) where amounts and other account information are stored. |
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| CPI-SUB-ACCOUNT Element: Sub Acct | Numeric 4 This field contains the subaccount. This field along with the accounting unit and subaccount make up the location (account) where amounts and other account information is stored. This value must be a valid general ledger account (defined with the Acct Unit). When you release a case, this value updates the Purchase Order interface record. If Item Type is I or Create PO flag is Yes, this field must contain a value. Defaults based on Requisition system default logic if blank and item type is I or the Create PO flag is set to Yes. |
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| CPI-CHARGE-NBR Element: Charge Nbr | Alpha 10 This field contains the number, such as CDM (Charge Description Master), used by the patient billing system to charge patients for items used. |
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| CPI-CHARGEABLE-FL Element: All Flag | Alpha 1 This flag indicates that this item is a patient chargeable item. N = No Y = Yes |
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| CPI-ISSUE-DATE Element: Issue Date | Numeric 8 (yyyymmdd) This field contains the date of the transaction. The value must be zero (0) if the Case status is 1 (Unreleased). The system updates this value based on changes in CX30.1 (Case Completion Feedback). Defaults to zero (0). |
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| CPI-ALT-LINE-NBR Element: Line Nbr | Numeric 6 This field contains the display value of the item line number. When you assign more than one preference template to a case, the system assigns numbers to the items, sequentially, starting with 1 on the first preference and continuing sequentially through the next preferences. |
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| CPI-CREATE-PO-CD Element: Create Po Cd | Alpha 1 This code indicates whether this inventory item is to be purchased by purchase order instead of picked from inventory. Select No for pick from inventory. Select Yes for create purchase order. Defaults to No if blank. Y = Yes N = No |
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| CPI-VENDOR Element: Vendor | Alpha 9 (Right Justified) This field contains the vendor's identification code. The system may overwrite this value with output from the Purchase Order Unit Cost Default routine. |
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| CPI-TAXABLE-FLAG Element: Taxable Flag | Alpha 1 This field defines whether or not the item is taxable. This value updates the Purchase Order interface record when the case is released. Defaults from the Item master for I and N item types or to No for X and S item types. Y = Yes N = No |
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| CPI-TAX-CODE Element: Tax Code | Alpha 10 This field contains a valid tax code representing specific tax information. This value updates the Purchase Order interface record when the case is released. If the Taxable Flag is set to Yes, this field must contain a value. Defaults to spaces. |
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| CPI-EARLY-DL-DATE Element: Early Dl Date | Numeric 8 (yyyymmdd) This field contains the early delivery date. This value updates the Purchase Order interface record. |
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| CPI-LATE-DL-DATE Element: Late Dl Date | Numeric 8 (yyyymmdd) This field contains the late delivery date. |
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| CPI-CERT-REQ-FL Element: Cert Req Fl | Alpha 1 This flag indicates whether a certification is required for this line when it is purchased. This field value is passed to the purchase order when the purchase order line is created. Y = Certification required. N = No certification required. |
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| CPI-INSP-REQ-FL Element: All Flag | Alpha 1 This flag indicates whether this item has to be inspected when received in the Purchase Order system. If the Create PO flag is set to Yes, this value updates the Purchase Order interface record when a case is released. Defaults to the value in the Insp Req Fl of the Itemloc file or defaults to No. |
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| CPI-REV-CENTER Element: Rev Center | Alpha 5 The revenue center is the department that charges are associated with. |
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| CPI-POST-ITEM-FL Element: Post Item Fl | Alpha 1 This field indicates whether or not this line item is part of the procedure (an intraoperative item) or is a postoperative or preoperative item. 1 = Intra-Op 2 = Post-Op 3 = Pre-Op |
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| CPI-POST-DAY Element: Day | Numeric 2 This field defines the day of the patient visit when the item is to be used. A value of zero indicates the day of the procedure. When used with the Care Days field, this field indicates the day to start picking care items. 00 99 |
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| CPI-SUB-ITEM-FL Element: Sub Item Fl | Alpha 1 This field defines whether an item is a substitute or a replacement item. Blank indicates that no replacements or substitutions are defined. This value must be blank for N, X, and S item types. Defaults to blank. R = Replacement S = Substitute |
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| CPI-ORIG-ITEM-NBR Element: Item | Alpha 32 This field contains the original item number. A value must be provided if Sub Item Fl is not blank. |
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| CPI-SERVICE-DATE Element: Service Date | Numeric 8 (yyyymmdd) This field identifies the date the item was used. This date is used by the billing system to identify the charges associated with this case. In the Patient Charge system, this date is called the Charge Date. This value must be zero (0) if the Case status is 1 (Unreleased). Defaults to zero (0). |
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| CPI-REPEAT-FL Element: All Flag | Alpha 1 This field is reserved for a future release of the Case Carts system. Y = Yes N = No |
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| CPI-NBR-DAYS Element: Nbr Days | Numeric 2 Care days are the total number of days a preoperative or postoperative item will be used on the case, starting with the usage day. The day of the procedure is considered usage day 0. See note below. The Care Days * Units Per Day must equal the Quantity if the Item Usage flag is set. Defaults: The Care Days value defaults from CX05.1(Preference Template). Note: For example, if the patient stay consists of day one for both surgery and the use of intraoperative and postoperative items, the number of care days is 0. In another example, if the patient stay consists of two days, day one for the procedure (designated as usage day zero) and day two for postoperative care, the number of care days is 1. In another example, if an item is not used on a day in the middle of a patient stay, you must create two lines for the item. That is, first define the care days for the item, up to the day of nonusage. Next, add a new line for the same item. Assume the day of nonusage as a new usage day of zero and define the care days for the new line as the total number of remaining care days for the item. Use the following fields together: Item Usage, Usage Day, Care Days, and Units Per Day. |
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| CPI-UNITS-PER-DAY Element: Units Per Day | Numeric 3 This field defines the number of item units to be used per day. |
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| CPI-PICK-FL Element: Pick Fl | Alpha 1 This field indicates in which system to print pick lists and pick items. Important: Your selection affects more than just printing the pick list. Your selection affects whether shipment records will be created so that items are picked for the correct case (by shipment number). The shipment records also allow for further processing. See note below. For inventoried (I) type items, you must select 1. For non-inventory-tracked (N, X, or, S) type items, you can select either 1, 2, or 3. For printing no pick lists, select 3. Note: You must run the pick list program (WH130 (Pick List Print)) in the Warehouse system to have the system create shipment records. (Later, when you run CX100 (Pick List Print), the shipment number created will appear on the CX100 pick list. The shipment number on the pick list helps you to match picked items with a case procedure.) Additionally, once the shipment records are created, shipping feedback (in WH32.1 (Shipping Feedback by Shipment)), and reduction of stock on hand and deletion of demand records by shipment release (in WH190 (Shipment Release)) can proceed. 1 = Pick through Warehouse system 2 = Pick through Case Cart system 3 = Do not pick |
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| CPI-RTN-WST-FL Element: All Flag | Alpha 1 This field indicates whether the item is a return or waste item. Select Yes if the item is to be designated as a return or waste item. (Returns are received items that must be sent back to the vendor or to the inventory, noninventory, or delivering location. Return items are replaced with no charge or credited. Waste items are items picked for a case but never used and later disposed of and reported as waste during case completion feedback.) Select No if the Case status is 1 (Unreleased). Defaults to No. Y = Yes N = No |
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| CPI-ACCT-CATEGORY Element: Acct Category | Alpha 5 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. |
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| CPI-ACTIVITY Element: Activity | Alpha 15 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. |
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| CPI-ATN-OBJ-ID Element: Obj Id | Numeric 12 This field contains a system-assigned identifier that provides access to data in related files. |
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| CPI-STORAGE-LOC Element: Bin | Alpha 7 This field contains the storage location identifier. |
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| CPI-STOCKLESS-FL Element: All Flag | Alpha 1 This flag indicates whether or not the item is a stockless item. Note: Use of this field is reserved for a future release. Y = Yes N = No |
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| CPI-AGREEMENT-REF Element: Agreement Ref | Alpha 30 |
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| CPI-COST-CD Element: Cost Cd | Alpha 1 This field contains the unit-cost origin code. When you build a case, this value is defaulted from the Purchase Order Unit Cost Default routine. The value updates the Purchase Order interface record. E = Entered L = Last Cost C = Contract T = Catalog/Quote B = Blanket P = Lat PO Created |
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| CPI-COST-OPTION Element: Cost Option | Alpha 1 1 = Cost Required 2 = No Charge 3 = Vendor Determined |
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| CPI-SHIPPED-QTY Element: Quantity | Signed 13.4 This field contains the item shipped quantity. |
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| CPI-DEMAND-CREATED Element: All Flag | Alpha 1 This field indicates whether demand was created. Select Yes if the demand was created. Y = Yes N = No |
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| CPI-PATIENT-CLASS Element: Patient Class | Alpha 1 This provides for a category of patient. I = Inpatient O = Outpatient |
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| CPI-MANUF-CODE Element: Manuf Code | Alpha 4 This field contains a user-defined code that indicates the manufacturer of an item. |
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| CPI-MANUF-DIVISION Element: Manuf Division | Alpha 4 This field contains a user-defined code that indicates which division of a manufacturer is tied to an item. |
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| CPI-MANUF-NBR Element: Manuf Nbr | Alpha 35 This is the identifier that the manufacturer has assigned to an item. |
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| CPI-PK-PRINT-FLAG Element: Pk Print Flag | Alpha 1 Select the proper value to create a pick ticket, post items, complete the case, or reprocess a pick list for the item. When a line is changed, the system logic sets this flag to 4 (Reprocess) and the case status to 2 (Released). 1 = Create pick ticket 2 = Process post items 3 = Complete 4 = Reprocess |
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| CPI-IF-REF-NBR Element: If Ref Nbr | Numeric 9 This field contains an internally generated reference number used to track the case line item when creating a Purchase Order interface record or a Warehouse demand record. The value prints on CX100 (Pick List Print) and on WH130 (Pick List Print). |
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| CPI-ORG-LINE-NBR Element: Line Nbr | Numeric 6 This field contains the original line number of the requisition. |
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| CPI-LEADTIME-DAYS Element: Leadtime Days | Numeric 3 This field contains the average lead-time days. The average of the last and the previous lead-time days if system calculated. |
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| CPI-PUT-OUT-FL Element: Put Out Fl | Numeric 3 This field will show up on the printed pick list and preference list to show the quantity of an item that must be opened for the procedure. This will help reduce waste and returns. |
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| CPI-PO-CODE Element: Po Code | Alpha 4 This is the purchase order code that can be entered for a defaulted to a case item, and will be used on a purchase order created from the case item. |
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| CPI-FILL-OR-KILL Element: Fill Or Kill | Alpha 1 F = Fill Backorders K = Kill Backorders |
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| CPI-USE-IDENTIFIER Element: Use Identifier | Alpha 1 |
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| CPI-CONSIGNMENT-FL Element: Consignment Fl | Alpha 1 |
| NAME | KEY FIELDS | DESCRIPTION / SUBSET CONDITION | USED IN | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CPISET1 |
COMPANY REQ-LOCATION CASE SEQ LINE-NBR |
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| CPISET2 |
COMPANY REQ-LOCATION CASE ALT-LINE-NBR |
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| CPISET3 |
COMPANY REQ-LOCATION POST-ITEM-FL CASE SEQ LINE-NBR ALT-LINE-NBR |
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| CPISET4 |
COMPANY REQ-LOCATION CASE ITEM-TYPE ITEM SEQ LINE-NBR |
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| CPISET6 |
COMPANY REQ-LOCATION PROC-TYPE PROC-CODE PREF-CODE CASE SEQ ALT-LINE-NBR |
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| CPISET7 |
COMPANY REQ-LOCATION CASE SEQ ALT-LINE-NBR |
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| CPISET8 |
COMPANY REQ-LOCATION CASE IF-REF-NBR |
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| CPISET9 |
COMPANY IF-REF-NBR |
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| RELATION NAME |
RELATED FILE | INTEGRITY RULES / FIELD MATCH | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cccasepref | CXCASEPREF |
Required
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| From Location | ICLOCATION |
Required
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| Gen Temp Item | CXPTMPITEM |
Not Required
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| Hcchrgitem | HCCHRGITEM |
Not Required
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| Iccompany | ICCOMPANY |
Required
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| Item Location | ITEMLOC |
Not Required
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| Itemmast | ITEMMAST |
Required
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| Prac Temp Item | CXPTMPITEM |
Not Required
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| Vendor | APVENMAST |
Required
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| Vendor Group | APCOMPANY |
Required
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| Whdemand | WHDEMAND |
Required
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| Whdemndhdr | WHDEMNDHDR |
Not Required
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| RELATION NAME |
RELATED FILE | INTEGRITY RULES / FIELD MATCH | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Polinesrc | POLINESRC |
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| Whshipline | WHSHIPLINE |
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| Whshipment | WHSHIPMENT |
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