Lawson Insight Technical Documentation

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CXPREFJOBS


                            CXPREFJOBS FILE

                           Preference Burdens

The Preference Burdens file contains all preference list burden codes and
related information. The Case Carts system uses this file to store burden code
data for burden codes assigned to case preferences.

Burden codes originate either in the Human Resources system or the Case Carts
system. You can run the Human Resources interface programs, HR206 (Job Code
Listing) and CX504 (HR Labor Import) to import job codes, or define them in
CX15.1 (Burden). Burden is a generic term for chargeable resources other than
items, such as jobs (labor), fixed costs, depreciation of capital equipment,
and so on.

You use CX20.2 (Case Detail) to assign new burden codes or to change or
delete burden codes for a case in this file. You cannot change a record in
this file once the case is finished (status is 4 Charges Passed or 5 No
Charges). Records are added to this file by assigning a preference template to
a case using CX20.1 (Case Build) or using CX506 (HL7 Schedules Import
Interface). CX506 system logic uses each imported procedure code to determine
which template (with associated burden codes) to assign to a case.

UPDATED BY

BL92.1    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
WH33.5    WH34.1    WH34.2    WH34.3    WH34.4    WH40.1
WH40.2    WH520     WH830

FIELD NAME             DESCRIPTION/VALID VALUES                  UPDATED BY

CPJ-COMPANY            Numeric 4                                 BL92.1  CXCP.1
Element: Company       This field contains the company number.   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
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-REQ-LOCATION       Alpha 5                                   BL92.1  CXCP.1
Element: Req Location  This field contains the location          WH130   WH132
                       requisitioning items and to be charged    WH190   WH222
                       for the items. This location can be an    WH30.1  WH30.2
                       inventory or noninventory location.       WH30.3  WH30.4
                                                                 WH31.1  WH31.2
                       This value appears as the to location     WH31.3  WH31.4
                       on pick lists printed when you run CX100  WH32.1  WH32.2
                        (Pick List Print) and WH130 (Pick List   WH32.3  WH32.4
                       Print).                                   WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                       Valid values are                          WH34.4  WH40.1
                                                                 WH40.2  WH520
                       A requesting location defined in RQ01.1   WH830
                       (Requesting Location) for the specified
                       healthcare company.

CPJ-CASE               Alpha 15                                  BL92.1  CXCP.1
Element: Case          This field contains the unique            WH130   WH132
                       identifier for the case.                  WH190   WH222
                                                                 WH30.1  WH30.2
                       A case is a record of the                 WH30.3  WH30.4
                       practitioners, preference lists, and      WH31.1  WH31.2
                       associated information assigned to a      WH31.3  WH31.4
                       specific patient visit.                   WH32.1  WH32.2
                                                                 WH32.3  WH32.4
                       The case number can be used to            WH33.5  WH34.1
                       interface with an outside scheduling      WH34.2  WH34.3
                       system.                                   WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-PREF-CODE          Alpha 8                                   BL92.1  CXCP.1
Element: Proc Code     This field contains the unique code to    WH130   WH132
                       identify a template.                      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
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-SEQ                Numeric 3                                 BL92.1  CXCP.1
Element: Seq           This field contains the record sequence   WH130   WH132
                       number.                                   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
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-PROC-TYPE          Alpha 8                                   BL92.1  CXCP.1
Element: Proc Code     The procedure type is the first of two    WH130   WH132
                       fields that uniquely identify a           WH190   WH222
                       procedure. The procedure type can         WH30.1  WH30.2
                       identify the code set to which the        WH30.3  WH30.4
                       procedure code belongs.                   WH31.1  WH31.2
                                                                 WH31.3  WH31.4
                       For example, you can use one of the       WH32.1  WH32.2
                       following codes:                          WH32.3  WH32.4
                       - CPT-4  for a code in the Current        WH33.5  WH34.1
                       Procedural Terminology listing compiled   WH34.2  WH34.3
                       by the American Medical Association       WH34.4  WH40.1
                       -HCPCS for a code in HCFA's (Health       WH40.2  WH520
                       Care Financing Administration's) Common   WH830
                       Procedure Coding System, or
                       - A code defined for your
                       organization's own procedures listing.

CPJ-PROC-CODE          Alpha 8                                   BL92.1  CXCP.1
Element: Proc Code     The procedure code is the second of two   WH130   WH132
                       fields that uniquely identify a           WH190   WH222
                       procedure.  The procedure code is an      WH30.1  WH30.2
                       identifier for a specific procedure       WH30.3  WH30.4
                       within a procedure type.                  WH31.1  WH31.2
                                                                 WH31.3  WH31.4
                                                                 WH32.1  WH32.2
                                                                 WH32.3  WH32.4
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-JOB-CODE           Alpha 9                                   BL92.1  CXCP.1
Element: Job Code      This field contains a user-assigned       WH130   WH132
                       code that represents a type of job or     WH190   WH222
                       burden. You cannot change a value in      WH30.1  WH30.2
                       this file, but you can delete or add a    WH30.3  WH30.4
                       value.                                    WH31.1  WH31.2
                                                                 WH31.3  WH31.4
                        A burden is a resource with a            WH32.1  WH32.2
                       measurable cost assigned to a case. The   WH32.3  WH32.4
                       measurable cost can be an indirect cost,  WH33.5  WH34.1
                       assigned to but not directly related to   WH34.2  WH34.3
                       a case. Examples of burden are salaries,  WH34.4  WH40.1
                       equipment, services, and indirect costs   WH40.2  WH520
                       such as costs for capital depreciation    WH830
                       or building management.

CPJ-SCHEDULE           Alpha 9                                   BL92.1  CXCP.1
Element: Schedule      Schedule is the location information      WH130   WH132
                       assigned to a burden (job) code. The      WH190   WH222
                       data passes from the Human Resources      WH30.1  WH30.2
                       interface record if the information is    WH30.3  WH30.4
                       there, or the data can be entered on the  WH31.1  WH31.2
                       form by the user.                         WH31.3  WH31.4
                                                                 WH32.1  WH32.2
                       Schedule values can include employment    WH32.3  WH32.4
                       locations for practitioners or for        WH33.5  WH34.1
                       assistants or the inventory or            WH34.2  WH34.3
                       noninventory locations of a piece of      WH34.4  WH40.1
                       equipment.                                WH40.2  WH520
                                                                 WH830

CPJ-PAY-GRADE          Alpha 3                                   BL92.1  CXCP.1
Element: Pay Grade     This field contains the grade of a        WH130   WH132
                       grade range schedule associated with the  WH190   WH222
                       job code. A grade range schedule is used  WH30.1  WH30.2
                       for wage analysis.                        WH30.3  WH30.4
                                                                 WH31.1  WH31.2
                                                                 WH31.3  WH31.4
                                                                 WH32.1  WH32.2
                                                                 WH32.3  WH32.4
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-PRFJOB-SEQ         Numeric 3                                 BL92.1  CXCP.1
Element: Seq           This field contains the record sequence   WH130   WH132
                       number.                                   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
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-BURDEN-TYPES       Alpha 1                                   BL92.1  CXCP.1
Element: Burden Types  This field defines whether the burden     WH130   WH132
                       rate is an hourly rate, annual rate,      WH190   WH222
                       flat fee, units, rental (hourly), or      WH30.1  WH30.2
                       daily rental.                             WH30.3  WH30.4
                                                                 WH31.1  WH31.2
                       For job codes imported from the Human     WH31.3  WH31.4
                       Resources system, this value is           WH32.1  WH32.2
                       typically A for Annual.                   WH32.3  WH32.4
                                                                 WH33.5  WH34.1
                       When you add a preference template to a   WH34.2  WH34.3
                       case, this value typically defaults from  WH34.4  WH40.1
                       the Preference Template file. For burden  WH40.2  WH520
                       codes only assigned to the case, not to   WH830
                       the preference template, add this value
                       from CX20.2 (Case Detail) after you
                       build the case using CX20.1 (Case
                       Build).

                       The Case Carts system logic uses these
                       values to decide which totals to update
                       when adding a case:

                       For all burden types, the Case Carts
                       system logic updates the Total Burden
                       cost in the Case Cart Preferences file
                       and the Burden Cost for the case in the
                       Case Cart Header file.

                       In addition, for Hourly or Annual
                       types, the Case Carts system  logic also
                       updates the Hourly Rate Total in the
                       Case Cart Preferences file.

                       For Unit, Flat Fee, Rental Hourly, and
                       Daily Rental types, the Case Carts
                       system logic also updates the Other Rate
                        total in the Case Cart Preferences
                       file.
                       H = Hourly
                       A = Annual
                       F = Flat
                       U = Units
                       R = Rental Hourly
                       D = Daily Rental

CPJ-DESCRIPTION        Alpha 30  (Lower Case)                    BL92.1  CXCP.1
Element: Description   This field contains the description.      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
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-RATE-AMT           Signed 18.2                               BL92.1  CXCP.1
Element: Intl Amt      This field contains the rate assigned     WH130   WH132
                       to the associated burden (job) code.      WH190   WH222
                                                                 WH30.1  WH30.2
                       This field contains a salary range        WH30.3  WH30.4
                       amount for the job code. The Human        WH31.1  WH31.2
                       Resources system uses steps in the HR206  WH31.3  WH31.4
                       (Job Code Listing) to calculate the       WH32.1  WH32.2
                       minimum, mid-, and maximum ranges. This   WH32.3  WH32.4
                       value, which can be blank, defaults from  WH33.5  WH34.1
                       the Case Cart Burden file based on the    WH34.2  WH34.3
                       Salary Range flag in CX01.1 (Healthcare   WH34.4  WH40.1
                       Company).                                 WH40.2  WH520
                                                                 WH830
                       Use the Salary Range flag in CX01.1
                       (Healthcare Company) to indicate which
                       salary range (minimum, mid-range, or
                       maximum) to default. The value defaults
                       from the Burden file to this case Rate
                       field when a burden code is assigned to
                       the case.

                       The Case Carts system logic uses this
                       value to calculate the Hourly Rate Total
                       and Total Burden Cost in the Case Cart
                       Preferences file and the Case Burden
                       Cost total in the Case Cart Header file.

CPJ-QTY                Signed 13.4                               BL92.1  CXCP.1
Element: Quantity      This field contains a units quantity      WH130   WH132
                       used to price a burden. For example, the  WH190   WH222
                       field can contain the number of units in  WH30.1  WH30.2
                       a package. Use this field only for        WH30.3  WH30.4
                       nonlabor burden types. The value is used  WH31.1  WH31.2
                       by the Case Carts system to calculate     WH31.3  WH31.4
                       the Rate for the Burdens tab in CX05.1    WH32.1  WH32.2
                       (Preference Template) or CX20.2 (Case     WH32.3  WH32.4
                       Detail).                                  WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                       The value must be greater than zero (0)   WH34.4  WH40.1
                       if the burden type is Units.              WH40.2  WH520
                                                                 WH830
                       If not provided, defaults to zero (0).

CPJ-PERCENTAGE         Percent 3.0  (Percent)                    BL92.1  CXCP.1
Element: Percentage    This field can contain a factor           WH130   WH132
                       assigned for additional costs such as     WH190   WH222
                       benefits or hourly rate adjustments by    WH30.1  WH30.2
                       shift. This value defaults from the       WH30.3  WH30.4
                       Template Burdens file when you assign a   WH31.1  WH31.2
                       valid preference template to the case or  WH31.3  WH31.4
                       you can assign a unique burden code with  WH32.1  WH32.2
                       this percentage for the case. When a      WH32.3  WH32.4
                       template is assigned to the case, the     WH33.5  WH34.1
                       Case Carts system uses this value to      WH34.2  WH34.3
                       compute labor costs for the case.         WH34.4  WH40.1
                                                                 WH40.2  WH520
                       The value must equal any whole number     WH830
                       from 1 through 100.

                       If not provided, default to zero (0).

CPJ-OVERRIDE-FL        Alpha 1                                   BL92.1  CXCP.1
Element: Override Fl   Select a cost range value that the Case   WH130   WH132
                       Carts system uses to automatically        WH190   WH222
                       override the existing cost range for the  WH30.1  WH30.2
                       burden. (Cost (salary) ranges consist of  WH30.3  WH30.4
                       minimum, mid-range, and maximum salary    WH31.1  WH31.2
                       amounts. For example, at one company a    WH31.3  WH31.4
                       minimum cost range might be $20,001 to    WH32.1  WH32.2
                       $25,000. A mid-range cost range might be  WH32.3  WH32.4
                       $25,001 to $30,000. A maximum cost range  WH33.5  WH34.1
                       might be $30,001 to $35,000.)             WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                       Defaults to 4 (None) if not provided.     WH40.2  WH520
                       1 = Min                                   WH830
                       2 = Mid
                       3 = Max
                       4 = None

CPJ-EFF-DATE           Numeric 8  (yyyymmdd)                     BL92.1  CXCP.1
Element: Eff Date      This field defines the effective date     WH130   WH132
                       for the burden.                           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
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-ACTIVITY           Alpha 15                                  BL92.1  CXCP.1
Element: Activity      This field contains a valid activity      WH130   WH132
                       code from the Activity Management         WH190   WH222
                       system.                                   WH30.1  WH30.2
                       Note:  Use of the Activity Management     WH30.3  WH30.4
                       system to track and report costs          WH31.1  WH31.2
                       recorded in the Case Carts system is      WH31.3  WH31.4
                       reserved for a future release.            WH32.1  WH32.2
                                                                 WH32.3  WH32.4
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-ACCT-CATEGORY      Alpha 5                                   BL92.1  CXCP.1
Element: Acct Category This field contains a valid account       WH130   WH132
                       category as defined in the Activity       WH190   WH222
                       Management system.                        WH30.1  WH30.2
                       Note:  Use of the Activity Management     WH30.3  WH30.4
                       system to track and report costs          WH31.1  WH31.2
                       recorded in the Case Carts system is      WH31.3  WH31.4
                       reserved for a future release.            WH32.1  WH32.2
                                                                 WH32.3  WH32.4
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-ORIGIN-ID          Alpha 2                                   BL92.1  CXCP.1
Element: Origin Id     This field contains a valid system        WH130   WH132
                       identifier for the Case Carts system      WH190   WH222
                       where the burden data originated.         WH30.1  WH30.2
                                                                 WH30.3  WH30.4
                       For example, HR would indicate that the   WH31.1  WH31.2
                       data came from the Human Resources        WH31.3  WH31.4
                       system.                                   WH32.1  WH32.2
                       HR = Human Resources system               WH32.3  WH32.4
                       CX = CX15.1 (Burden)                      WH33.5  WH34.1
                       TM = CX05.1 (Preference Template)         WH34.2  WH34.3
                       CS = CX20.1 (Case Build)                  WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-STAFF-UTILIZ       Alpha 1                                   BL92.1  CXCP.1
Element: Staff Utiliz  1 = Surgery                               WH130   WH132
                       2 = Pre-op                                WH190   WH222
                       3 = Post-op                               WH30.1  WH30.2
                                                                 WH30.3  WH30.4
                                                                 WH31.1  WH31.2
                                                                 WH31.3  WH31.4
                                                                 WH32.1  WH32.2
                                                                 WH32.3  WH32.4
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

CPJ-ATN-OBJ-ID         Numeric 12
Element: Obj Id        This is the object identifier. It is
                       used to relate commitments or posted
                       transactions back to the originating
                       subsystems. Each subsystem record that
                       is updated as a commitment or posted
                       transaction is assigned an object
                       identifier. The object identifier is
                       maintained in the subsystem files and in
                       the Activity Commitments Detail and
                       Activity Transaction files. The object
                       identifier is a unique key used to drill
                       back from Activity Management to the
                       subsystems.

                         CXPREFJOBS FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

CPJSET1   COMPANY                                                BL92.1  CXCP.1
          REQ-LOCATION                                           WH130   WH132
          CASE                                                   WH190   WH222
          SEQ                                                    WH30.1  WH30.2
          JOB-CODE                                               WH30.3  WH30.4
          SCHEDULE                                               WH31.1  WH31.2
          PAY-GRADE                                              WH31.3  WH31.4
          PRFJOB-SEQ                                             WH32.1  WH32.2
                                                                 WH32.3  WH32.4
                                                                 WH33.5  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4  WH40.1
                                                                 WH40.2  WH520
                                                                 WH830

                         CXPREFJOBS FILE RELATIONS

ONE TO ONE RELATIONS


RELATION       RELATED
 NAME           FILE        INTEGRITY RULES / FIELD MATCH

Cxburden       CXBURDEN     Not Required

                            CPJ-COMPANY         -> CXB-COMPANY
                            CPJ-REQ-LOCATION    -> CXB-REQ-LOCATION
                            CPJ-JOB-CODE        -> CXB-JOB-CODE
                            CPJ-SCHEDULE        -> CXB-SCHEDULE
                            CPJ-PAY-GRADE       -> CXB-PAY-GRADE

Cxcasepref     CXCASEPREF   Required

                            CPJ-COMPANY         -> CXP-COMPANY
                            CPJ-REQ-LOCATION    -> CXP-REQ-LOCATION
                            CPJ-CASE            -> CXP-CASE
                            CPJ-SEQ             -> CXP-SEQ