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

CX100	CX20.1	CX20.2	CX20.4	CX20.5	CX205
CX207	CX220	CX30.1	CX300	CX506	CXCP.1
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	WH32.5	WH33.5
WH34.1	WH34.2	WH34.3	WH34.4	WH40.1	WH40.2
WH520	WH830

UPDATED BY

CX05.1

CX05.2

CX805

CXMC.1

FIELD NAME	DESCRIPTION/VALID VALUES	UPDATED BY
CPT-COMPANY Element: Company	Numeric 4 This field contains the company number.	CX05.1 CX05.2 CX805 CXMC.1
CPT-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.	CX05.1 CX05.2 CX805 CXMC.1
CPT-PREF-CODE Element: Proc Code	Alpha 8 This 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).	CX05.1 CX05.2 CX805 CXMC.1
CPT-PRACTNR-ID Element: Practnr Id	Alpha 15 This field contains the practitioner ID. If this field contains a value, this template becomes a practitioner-specific template. A blank means a generic template.	CX05.1 CX05.2 CX805 CXMC.1
CPT-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.	CX05.1 CX05.2 CX805 CXMC.1
CPT-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.	CX05.1 CX05.2 CX805 CXMC.1
CPT-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.	CX05.1 CX05.2 CX805
CPT-LAST-CHG-TIME Element: Actual Time	Numeric 4 This field defines the time of the last change.	CX05.1 CX05.2 CX805
CPT-LAST-CHG-DATE Element: Last Chg Date	Numeric 8 (yyyymmdd) This field defines the date of the last change.	CX05.1 CX05.2 CX805
CPT-OPERATOR-ID Element: Operator	Alpha 10 This field is used to store the login id of the person who entered the record.	CX05.1 CX05.2 CX805
CPT-LAST-LINE-NBR Element: Line Nbr	Numeric 6 This field contains the line number.	CX05.1 CX05.2 CX805
CPT-CLINICAL-CST Element: Intl Amt	Signed 18.2 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.	CX05.1 CX05.2 CX805
CPT-DIST-CST Element: Intl Amt	Signed 18.2 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.	CX05.1 CX05.2 CX805
CPT-SUPPLY-CST Element: Intl Amt	Signed 18.2 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.	CX05.1 CX05.2 CX805
CPT-TOTAL-CST Element: Intl Amt	Signed 18.2 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.	CX05.1 CX05.2 CX805
CPT-TOTAL-BURDEN Element: Intl Amt	Signed 18.2 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).	CX05.1 CX05.2 CX805
CPT-NORMAL-TIME Element: Actual Time	Numeric 4 This field contains the typical (normal) time taken to perform a specific procedure.	CX05.1 CX05.2 CX805
CPT-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.	CX05.1 CX05.2 CX805
CPT-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.	CX05.1 CX05.2 CX805
CPT-PO-CODE Element: Po Code	Alpha 4 This is the purchase order code.
CPT-ATN-OBJ-ID Element: Obj Id	Numeric 12 This field contains a system-assigned identifier that provides access to data in related files.	CX05.1 CX05.2 CX805
CPT-LST-TMPJOB-SEQ Element: Seq	Numeric 3 This field contains the record sequence number.	CX05.1 CX05.2 CX805
CPT-STOCKLESS-FL Element: All Flag	Alpha 1 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	CX05.1 CX05.2 CX805
CPT-HR-RATE-TOTAL Element: Intl Amt	Signed 18.2 This field defines the hourly rate total.	CX05.1 CX05.2 CX805
CPT-OT-RATE-TOTAL Element: Intl Amt	Signed 18.2 This field defines the overtime rate total.	CX05.1 CX05.2 CX805
CPT-LEADTIME-DAYS Element: Leadtime Days	Numeric 3 This field contains the leadtime (in 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 Element: Template Type	Derived 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 Element: Flat Fee Fl	Alpha 1	CX05.1 CX05.2 CX805

CXPREFTEMP FILE INDEX

CXPREFTEMP FILE RELATIONS

ONE TO ONE RELATIONS

CXPREFTEMP FILE RELATIONS

ONE TO MANY RELATIONS

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