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.
| 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 |
|
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. |
|
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 |
|
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 |
|
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
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