Case Cart Preferences
The Case Cart Preferences file contains header records for case preference lists. The header information consists of data for a specific procedure for a case. Use CX20.1 (Case Build) or CX506 (HL7 Schedules Import Interface) to create records in this file. In CX20.1, when you add a preference template to a case, the Case Carts system adds the applicable preference template data to this file. To delete a record from this file, use CX20.1, select the Delete line action for the procedure to delete, and select the Change form action. If you import cases using CX506, the Case Carts system automatically assigns this information based on the procedure code imported from the outside scheduling system. A different practitioner can be assigned to each procedure within a case. Additional files store other case preference data. The Preference Items file contains items, the Preference Diagnostics file contains diagnostic codes, and Attachment files in the Environment contain comments.
REFERENCED BY
| FIELD NAME | DESCRIPTION/VALID VALUES | UPDATED BY | ||
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| CXP-COMPANY Element: Company | Numeric 4 This field contains the company number. Valid entries: Any Case Carts system company, defined in CX01.1 (Healthcare Company) and with an equivalent Inventory Control company in IC01.1 (Company). |
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| CXP-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 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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| CXP-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 number can be used to interface with an outside scheduling system. |
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| CXP-PREF-CODE Element: Proc Code | Alpha 8 This field contains a Preference Code for a preference template defined in CX05.1 (Preference Template). The preference code is one of the key fields that define a preference template. You might decide to define a preference code as a procedure category found in a procedure code catalog issued by the government, insurer, or regulatory body. Based on such an approach, you might define a preference code as ANESTH for Anesthesia-related procedures. For another example, you might define RESP for Respiratory-related procedures. |
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| CXP-SEQ Element: Seq | Numeric 3 This field contains the record sequence number for a procedure assigned to the case. |
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| CXP-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. This value defaults from the Preference Template file when you add a preference template to a case. This value cannot be changed on a case. Use CX05.1 (Preference Template) to change the procedure type assigned to a procedure on a template. |
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| CXP-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. This value defaults from the Preference Template file when you add a preference template to a case. This value cannot be changed on a case. Use CX05.1 (Preference Template) to change the Procedure Code assigned to a procedure on a preference template. |
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| CXP-PRACTNR-ID Element: Practnr Id | Alpha 15 This field contains the practitioner ID. This value must be unique for each practitioner in the Case Carts system. This value defaults from the Preference Template file. This value cannot be changed on a case. Use CX05.1 (Preference Template) to change the practitioner ID assigned to a procedure on a template. |
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| CXP-PREF-DESCRIPT Element: Pref Descript | Alpha 15 This field contains a short description for the procedure that may contain a more generic short description as an alternative to the standard procedure description. This value defaults from the Preference Template file when you add a preference template to a case. This value cannot be changed on a case. Use CX05.1 (Preference Template) to change the Preference Description assigned to a procedure on a template. |
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| CXP-LAST-LINE-NBR Element: Line Nbr | Numeric 6 This field contains the number of the last line item added to the case. The number is used to determine the number when the next line is added to the case. This value is automatically updated as you add case lines. |
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| CXP-PROC-DESC Element: Diag Desc | Alpha 250 (Lower Case) This field contains the procedure description. Until a case status changes to 4 for Charges Passed or 5 for No Charges, this value displays from the Procedures file. After a case is finished (status 4 or 5), this value cannot be changed here. |
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| CXP-CLINICAL-CST Element: Intl Amt | Signed 18.2 This field contains the user-defined clinical costs for a preference. This is a user-defined subtotal that is part of the Total Procedure Cost. The clinical costs can be any costs not included in distribution, supplies, and burden costs. These latter costs along with the clinical costs make up the Total Procedure Cost. When you add a case using CX20.1 (Case Build), this value defaults from the appropriate record of the Preference Template file. Change this value indirectly in one of two ways. The first way is to use CX05.1 (Preference Template) to change the clinical costs on the applicable template and then delete and re-add the template to the case. The second way is to type a new value (if blank) or type over the existing value in the Clinical Cost field. The Clinical Cost field appears in the Procedure Cost tab of CX20.2 (Case Detail). In the second way, the costs are recorded for the case preference only and are not captured in templates for future use. Note: To view this value, use one of the following features: the Procedure Cost tab of CX20.2 (Case Detail), the Case Carts Analyzer, or a file editor. |
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| CXP-DIST-CST Element: Intl Amt | Signed 18.2 This field contains the user-defined total distribution costs for the case procedure. Distribution costs are a subtotal of the Total Procedure Cost. The subtotal represents costs not included in costs for clinical resources, supplies, and burden. This value defaults from the Preference Template file when you add a preference template to a case. Change this value indirectly in one of two ways. The first way is to use CX05.1 (Preference Template) to change the clinical costs on the applicable template and then delete and re-add the template to the case. The second way is to type a new value (if blank) or type over the existing value in the Clinical Cost field. The Clinical Cost field appears in the Procedure Cost tab of CX20.2 (Case Detail). In the second way, the costs are recorded for the case preference only and are not captured in templates for future use. Note: To view this value, use one of the following features: the Procedure Cost tab of CX20.2 (Case Detail), the Case Carts Analyzer, or a file editor. |
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| CXP-SUPPLY-CST Element: Intl Amt | Signed 18.2 This field contains the user-defined total supply costs for the case procedure. Supplies are items assigned to a case. This value defaults from the Preference Template file when you add a preference template to a case. Change this value indirectly in one of two ways. The first way is to use CX05.1 (Preference Template) to change the extended supply costs on the applicable template and then delete and re-add the template to the case. The second way is to type a new value (if blank) or type over the value in the Cost field for items to be changed. The Cost field appears in the Items tab, Detail detail tab of CX20.2 (Case Detail). In the second way, the costs are recorded for the case preference only and are not captured in templates for future use. Note: To view this value, use one of the following features: the Procedure Cost tab of CX20.2 (Case Detail), the Case Carts Analyzer, or a file editor. |
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| CXP-TOTAL-CST Element: Intl Amt | Signed 18.2 This field contains the total of all costs (clinical, distribution, supply, and burden) recorded for the case procedure in the Case Carts system. This value defaults from the Preference Template file when you add a preference template to a case. This value is updated each time any cost-related element is changed on a case by adding, deleting, changing quantity, and so on. Change this value indirectly in one of two ways. The first way is to use CX05.1 (Preference Template) to change the cost-related data on the applicable template and then delete and re-add the template to the case. The second way is to type a new value (if blank) or type over the value in the applicable cost-related data in CX20.2 (Case Detail) for items to be changed. In the second way, the costs are recorded for the case preference only and are not captured in templates for future use. Note: To view this value, use one of the following features: the Procedure Cost tab of CX20.2 (Case Detail), the Case Carts Analyzer, or a file editor. |
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| CXP-TOTAL-BURDEN Element: Intl Amt | Signed 18.2 This field contains the total burden costs for the case procedure. This value defaults from the Preference Template file when you add a preference template to a case. Change this value indirectly in one of two ways. The first way is to use CX05.1 (Preference Template) to change the burden cost-related data on the applicable template and then delete and re-add the template to the case. The second way is to type a new value (if blank) or type over the value in the applicable burden cost-related data in CX20.2 (Case Detail). In the second way, the costs are recorded for the case preference only and are not captured in templates for future use. Note: To view this value, use one of the following features: the Procedure Cost tab of CX20.2 (Case Detail), the Case Carts Analyzer, or a file editor. To view individual Burden codes on a case preference, choose the Burden tab in CX20.2 (Case Detail). |
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| CXP-NORMAL-TIME Element: Actual Time | Numeric 4 This field defines the typical (normal) time taken to perform a specific procedure. This value defaults from the Preference Template file when you add a preference template to a case. Use CX05.1 (Preference Template) to change the normal time assigned to a procedure on a template. |
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| CXP-EST-PROC-TIME Element: Actual Time | Numeric 4 This field contains the estimated time to complete the procedure. This value defaults from the Preference Template file when you add a preference template to a case. This value cannot be changed on a case. Use CX05.1 (Preference Template) to change the estimated procedure time assigned to a procedure on a template. |
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| CXP-PROCEDURE-TIME Element: Actual Time | Numeric 4 This field contains the actual time to complete the procedure. This value defaults from the Preference Template file when you add a preference template to a case. This value cannot be changed on a case. Use CX05.1 (Preference Template) to change the procedure time assigned to a procedure on a template. |
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| CXP-ACCT-CATEGORY Element: Acct Category | Alpha 5 This field contains a valid account category as defined in the Activity Management system. This value defaults from the Preference Template file when you add a preference template to a case. Use CX05.1 (Preference Template) to change the account category assigned to a procedure on a template. 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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| CXP-ACTIVITY Element: Activity | Alpha 15 This field contains a valid activity code of the Activity Management system. This value defaults from the Preference Template file when you add a preference template to a case. Use CX05.1 (Preference Template) to change the activity assigned to a procedure on a template. 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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| CXP-ATN-OBJ-ID Element: Obj Id | Numeric 12 This field contains a system-assigned identifier that provides access to data in related files. This value defaults from the Preference Template file when you add a preference template to a case. This value cannot be changed on a case. Use CX05.1 (Preference Template) to change the value assigned to a procedure on a template. Note: Use of this field is reserved for a future release. |
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| CXP-DATE-COMPLETED Element: Date Completed | Numeric 8 (yyyymmdd) This field contains the date the case was completed. This value defaults from the Preference Template file when you add a preference template to a case. This value cannot be changed on a case. Use CX05.1 (Preference Template) to change the date assigned to a procedure on a template. |
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| CXP-LST-PRFJOB-SEQ Element: Seq | Numeric 3 This field contains the record sequence number assigned to the burden code on the template. This value is automatically updated as you add case burden codes. This value defaults from the Preference Template file when you add a preference template to a case. Use CX05.1 (Preference Template) to change the Prf Job Seq assigned to a procedure on a template. |
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| CXP-STATUS Element: Status | Numeric 1 This field contains the procedure transaction status. 1 = Created 2 = Complete |
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| CXP-STOCKLESS-FL Element: All Flag | Alpha 1 Select Yes to indicate that 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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| CXP-DEL-TO-LOC Element: Location | Alpha 5 This field defines the deliver-to location. |
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| CXP-HR-RATE-TOTAL Element: Intl Amt | Signed 18.2 This field defines the hourly rate total. |
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| CXP-OT-RATE-TOTAL Element: Intl Amt | Signed 18.2 This field defines the other rate total. This is a system-maintained subtotal, consisting of the total for Unit, Flat Fee, Rental Hourly, and Daily Rental types, used to calculate the total procedure cost. The Case Carts system logic also updates the other rate total in the Case Cart Preferences file. |
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| CXP-CX-START-TIME Element: Actual Time | Numeric 4 This field contains the time when the procedure starts. |
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| CXP-START-DATE Element: Start Date | Numeric 8 (yyyymmdd) This field contains the date when the procedure starts. |
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| CXP-LAST-CHG-DATE Element: Last Chg Date | Numeric 8 (yyyymmdd) This date indicates the last date when changes were made. |
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| CXP-LAST-CHG-TIME Element: Actual Time | Numeric 4 This field contains the time of the last change to the case. |
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| CXP-OPERATOR-ID Element: Operator | Alpha 10 This field is used to store the login id of the person who entered the record. |
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| CXP-AM-PM-FLAG Element: Am Pm Flag | Alpha 2 This field indicates whether the start time is for the morning or for the afternoon or evening. AM = Morning PM = Afternoon or Evening |
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| CXP-LEADTIME-DAYS Element: Leadtime Days | Numeric 3 This field contains the leadtime (in days) required to allocate inventory items. If the preference template has a leadtime defined, the value defaults to the case preference. Otherwise, the case company default leadtime defaults. |
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| CXP-COMPLETED-TIME Element: Actual Time | Numeric 4 This field contains the completion time for the procedure. |
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| CXP-COMPL-AM-PM Element: Compl Am Pm | Alpha 2 This field indicates whether the time is for the morning or for the afternoon or evening. AM = AM PM = PM |
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| CXP-FLAT-FEE-FL Element: Flat Fee Fl | Alpha 1 |
| NAME | KEY FIELDS | DESCRIPTION / SUBSET CONDITION | USED IN | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CXPSET1 |
COMPANY REQ-LOCATION CASE SEQ |
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| CXPSET2 |
COMPANY REQ-LOCATION PROC-TYPE PROC-CODE CASE SEQ |
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| CXPSET3 |
COMPANY REQ-LOCATION PRACTNR-ID CASE SEQ |
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| CXPSET4 |
COMPANY REQ-LOCATION PREF-DESCRIPT CASE SEQ |
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| CXPSET5 |
COMPANY PRACTNR-ID REQ-LOCATION CASE SEQ |
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| CXPSET6 |
ATN-OBJ-ID |
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| CXPSET7 |
COMPANY REQ-LOCATION PREF-CODE CASE SEQ |
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| RELATION NAME |
RELATED FILE | INTEGRITY RULES / FIELD MATCH | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cccasehead | CXCASEHEAD |
Required
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| Ccpracproc | CXPRACPROC |
Required
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| Cxprocedr | CXPROCEDR |
Required
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| Gen Pref Temp | CXPREFTEMP |
Required
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| Prac Pref Temp | CXPREFTEMP |
Required
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| Practitioner | CXPRACTNR |
Required
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| RELATION NAME |
RELATED FILE | INTEGRITY RULES / FIELD MATCH | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ccprefdiag | CXPREFDIAG |
Delete Cascades
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| Cxprefitem | CXPREFITEM |
Delete Cascades
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| Cxprefjobs | CXPREFJOBS |
Delete Cascades
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| Itemhistory | CXITEMHIST |
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| Laborhistory | CXLABRHIST |
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