Template Items
The Template Items file contains the items that are included in a preference template. The information in this record is used to provide default item information in Preference Items file records when adding preference templates to a case. Use CX05.1 (Preference Template) to add or delete items from a preference template.
REFERENCED BY
| FIELD NAME | DESCRIPTION/VALID VALUES | UPDATED BY | ||||
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| CTI-COMPANY Element: Company | Numeric 4 This field contains the company number. |
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| CTI-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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| CTI-PREF-CODE Element: Proc Code | Alpha 8 This field contains the Preference List Code. |
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| CTI-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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| CTI-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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| CTI-PRACTNR-ID Element: Practnr Id | Alpha 15 This field contains the practitioner ID. Form CX04.1 (Practitioner) is used to define practitioner IDs. |
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| CTI-LINE-NBR Element: Line Nbr | Numeric 6 This field contains the line number. |
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| CTI-ITEM Element: Item | Alpha 32 This field contains the item identifier. |
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| CTI-DESCRIPTION Element: Description | Alpha 30 (Lower Case) This field contains the item description. This value defaults from the item master for inventoried (I) or non-inventory-tracked (N) type items and must be added manually for all other types. |
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| CTI-ITEM-TYPE Element: Item Type | Alpha 1 This field identifies the line item type. I = Inventoried Item N = Non-Stock Item S = Service Item X = Special Item |
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| CTI-SERVICE-CODE Element: Service Code | Alpha 1 |
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| CTI-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. |
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| CTI-UOM Element: Uom | Alpha 4 This field contains the valid stock unit of measure for this item. |
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| CTI-ISSUE-COST Element: Intl Amt | Signed 18.2 This field contains either a system-generated or a user-defined cost. Defaults: For inventoried (I) type items, the Case Carts system defaults the issue cost from the Inventory Control system costing routine. For non-inventory tracked (N, X, or S) type items, the Case Carts system defaults the cost from the Purchase Order system unit cost default routine. You can override the defaulted costs by making a line change. |
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| CTI-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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| CTI-FROM-LOCATION Element: Location | Alpha 5 This field contains a valid stocking location within the company inventory. |
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| CTI-ACCT-UNIT Element: Acct Unit | Alpha 15 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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| CTI-ACCOUNT Element: Account | Numeric 6 This field along with the accounting unit and subaccount make up the location (account) where amounts and other account information is stored. |
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| CTI-SUB-ACCOUNT Element: Sub Acct | Numeric 4 This field contains the subaccount from your general ledger chart of accounts that was charged with the amount carried on this record. |
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| CTI-CHARGE-NBR Element: Charge Nbr | Alpha 10 The number used by the patient billing system to charge patients for items used. |
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| CTI-CHARGEABLE-FL Element: All Flag | Alpha 1 This field indicates whether the item is a patient chargeable item. Select Yes if the item is a patient chargeable item. Y = Yes N = No |
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| CTI-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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| CTI-REV-CENTER Element: Rev Center | Alpha 5 The revenue center is the department or accounting unit to be credited by the reimbursement. |
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| CTI-POST-ITEM-FL Element: Post Item Fl | Alpha 1 This field indicates whether or not the item is used in 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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| CTI-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 value indicates the day to start picking care items. 00 99 |
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| CTI-PATIENT-CLASS Element: Patient Class | Alpha 1 This provides for a category of patient. I = Inpatient O = Outpatient |
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| CTI-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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| CTI-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: None. 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 0) 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 0 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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| CTI-UNITS-PER-DAY Element: Units Per Day | Numeric 3 This value defines the number of item units to be used per care day. Use this field with the Item Usage flag. Be aware that you do not use this field with Care Days and Units Per Day fields. |
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| CTI-PICK-FL Element: Pick Fl | Alpha 1 This field indicates in which system to run the pick list program. Important: Your selection affects more than just printing the pick list. Your decision also affects whether shipment records will be created so that items are picked for the correct case by shipment number. The shipment records also exist 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 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 helps you 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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| CTI-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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| CTI-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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| CTI-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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| CTI-STORAGE-LOC Element: Bin | Alpha 7 This field contains the storage location identifier. |
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| CTI-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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| CTI-AGREEMENT-REF Element: Agreement Ref | Alpha 30 |
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| CTI-COST-CD Element: Cost Cd | Alpha 1 This field contains the unit cost origin code. E = Entered L = Last Cost C = Contract T = Catalog/Quote B = Blanket P = Last PO Created |
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| CTI-VENDOR Element: Vendor | Alpha 9 (Right Justified) The vendor's identification code. |
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| CTI-CREATE-PO-CD Element: Create Po Cd | Alpha 1 This code indicates whether this inventory item is to be purchased by a purchase order instead of picked from inventory. N = No, pick from inventory. Y = Yes, create purchase order. |
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| CTI-PO-CODE Element: Po Code | Alpha 4 This is the purchase order code. |
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| CTI-TAXABLE-FLAG Element: Taxable Flag | Alpha 1 This field defines whether or not the item is taxable. Y = Yes N = No |
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| CTI-TAX-CODE Element: Tax Code | Alpha 10 This field contains a code representing specific tax information. This must be valid Tax Code. |
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| CTI-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. Select No if Certification not required. Select Yes if Certification required. Y = Yes N = No |
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| CTI-INSP-REQ-FL Element: All Flag | Alpha 1 Y = Yes N = No |
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| CTI-COST-OPTION Element: Cost Option | Alpha 1 1 = Cost Required 2 = No Charge 3 = Vendor Determined |
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| CTI-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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| CTI-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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| CTI-MANUF-NBR Element: Manuf Nbr | Alpha 35 This is the identifier that the manufacturer has assigned to an item. |
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| CTI-LEADTIME-DAYS Element: Leadtime Days | Numeric 3 This value (in days) indicates whether the allocation for the item should be done immediately or at some future date. (For example, if a purchase order must be created for the item, the leadtime must allow time to create the order, send it, and receive the item.) The future date for allocation is calculated using this value. If blank, the value defaults from the lead-time days defined on the Main tab of the template. |
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| CTI-PUT-OUT-FL Element: Put Out Fl | Numeric 3 This field will show up on the printed pick list and preference list to show how many of an item needs to opened for the procedure. This will help in reducing waste and returns. For example, if the item quantity is 4 but the practitioner wants only 2 opened, this value would be 2. |
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| CTI-USE-IDENTIFIER Element: Use Identifier | Alpha 1 |
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| CTI-CONSIGNMENT-FL Element: Consignment Fl | Alpha 1 |
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| NAME | KEY FIELDS | DESCRIPTION / SUBSET CONDITION | USED IN | ||||||
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| CTISET1 |
COMPANY REQ-LOCATION PREF-CODE PROC-TYPE PROC-CODE PRACTNR-ID LINE-NBR |
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| CTISET2 |
COMPANY REQ-LOCATION ITEM PREF-CODE PROC-TYPE PROC-CODE PRACTNR-ID LINE-NBR |
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| RELATION NAME |
RELATED FILE | INTEGRITY RULES / FIELD MATCH | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cxpreftemp | CXPREFTEMP |
Required
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| From Location | ICLOCATION |
Required
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| Ic Company | ICCOMPANY |
Required
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| Item | ITEMMAST |
Not Required
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| Item Location | ITEMLOC |
Not Required
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| Vendor | APVENMAST |
Required
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| Vendor Group | APCOMPANY |
Required
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| RELATION NAME |
RELATED FILE | INTEGRITY RULES / FIELD MATCH | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Itemsub | ITEMSUB |
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