CX220 - Case/Preference Listing

Run this report to print either preference templates or patient cases. Before
you run this report, make sure your Case Carts system is set up, including
preference templates. For case reports, you must have added patient cases for
the desired company and requesting location.  A case can have any status to
display in this report.

The report can list cases by case number or a range of case numbers or by
date or date range. Alternatively,  the report can list preference templates
by generic  template  range or practitioner-specific template range.

You must fill in one tab only. For case listings, you must fill in the Case
or Date tab. For preference template listings, you must fill in the Generic or
Practitioner tab.

The kind of report format depends upon whether you specify preference
template or case data. If you choose the Generic or Practitioner tab, the
resulting report shows the preference code (preference list), procedure,
surgeon name, comments, and a list of  equipment and supplies (items,
quantities, and description). If you choose the Case or Date tab, the report
shows patient, patient type, medical record number, start date and time,
procedure, surgeon name,  comments, items, quantities, and item descriptions.

The case can have any status, to print on this report.

Updated Files

    CKPOINT    - Used in the event of a program or system failure to enable a
                 batch update program to continue from where it left off.

    COCOMP     - Referenced by Purchase Order APIs that create POINTERFAC
                 records.

    COLINEDTL  - Referenced by Purchase Order APIs that create POINTERFAC
                 records.

    CXCASEHEAD - Used to default case header record data.

    CXCASEPREF - Used to create case preference records.

    CXCOMPANY  - Used to validate company.

    CXCPIUAVAL - Used to store user analysis values for patient cases.

    CXITEMHIST - Used to calculate cost (not updated by program).

    CXPREFDIAG - Used to validate case preference diagnostic codes.

    CXPREFITEM - Used to validate case preference items.

    CXPREFJOBS - Used to validate case preference burden codes.

    HCPATCHRG  - Not used by this program.

    HCPATVISIT - Used to validate visit number.

    ICCOMPANY  - Used to validate the case company.

    ICLOT      - Used for lot tracking.

    ICRECEIPTS - Used for reference and to get the status of purchased case
                 items.

    ITEMLOC    - Used to validate item type. No update.

    ITSERIAL   - Not used by this program.

    POINTERFAC - Used to validate purchase order interface data.

    ROUTEDOC   - Not used by this program.

    ROUTEHDR   - Not used by this program.

    ROUTESTOP  - Not used by this program.

    SOHDETAIL  - Not used by this program.

    TXCODEMAST - Not used by this program.

    TXCOMPANY  - Not used by this program.

    TXTAXCODE  - Not used by this program.

    TXTAXTABLE - Not used by this program.

    WHDEMAND   - Used to update shipment records.

    WHDEMNDCMT - Referenced by Warehouse APIs that validate item type.

    WHDEMNDHDR - Referenced by Warehouse APIs that validate item type.

    WHSHIPCOMP - Referenced by Warehouse APIs that validate item type.

    WHSHIPLINE - Referenced by Warehouse APIs that validate item type.

    WHSHIPMENT - Referenced by Warehouse APIs that validate item type.

    WHSHLAUD   - Referenced by Warehouse APIs that validate item type.

    WHSHLDTL   - Referenced by Warehouse APIs that validate item type.


Referenced Files

    APACCRCODE - Referenced by Accounts Payable APIs that validate vendor
                 information.

    APCOMPANY  - Referenced by Accounts Payable APIs that validate vendor
                 information.

    APVENMAST  - Referenced by Accounts Payable APIs that validate vendor
                 information.

    BUYER      - Referenced by Purchase Order APIs that validate POINTERFAC
                 records.

    COMPONENT  - Referenced by Purchase Order APIs that validate POINTERFAC
                 records.

    CUCONV     - Referenced by Purchase Order APIs that validate POINTERFAC
                 records.

    CURELAT    - Used to validate the existence of currency relationships.

    CXBURDEN   - Used to validate template burdens and default values.

    CXCTIUAVAL - Used to validate user analysis values for patient cases.

    CXDIAGNOST - Used to validate code and display description.

    CXPRACPROC - Used to validate that the practitioner is permitted to perform
                 the procedure.

    CXPRACTNR  - Used to validate the case practitioner.

    CXPREFTEMP - Used to validate preference template records.

    CXPROCEDR  - Used to display description of procedure.

    CXPTMPDIAG - Maintains diagnoses for the template.

    CXPTMPITEM - Used to validate template item records.

    CXTMPJOBS  - Used to validate case jobs record.

    GLCODES    - Used to validate general ledger codes used on items.

    GLSYSTEM   - Used to validate general ledger codes used on items.

    HCCHRGITEM - Used to default revenue center, charge number, and price for
                 the template item.

    HCPATIENT  - Used to validate patient ID and display default information.

    ICBIN      - Used to validate the bin for the case item.

    ICCATEGORY - Used to default the general ledger account codes for the case
                 item.

    ICLOCATION - Used to validate the from location for the case item.

    ITEMMAST   - Used to validate the item number for item master items.

    KITITEM    - Used for case item default values for kits.

    OEFRTCODE  - Not in use by this program.

    OEROUTE    - Contains all user-defined routes that are set up in the Order
                 Entry system.

    ORDERTYPE  - Used to create the POINTERFAC record.

    POCOMPANY  - Used to validate the Healthcare company when items are to be
                 purchased.

    POLINE     - Used to default case item issue cost.

    PURCHORDER - Used to default case item issue cost.

    REASON     - Not used by this program.

    RQLOC      - Used to validate a case requesting location.

    STPURCHORD - Not used by this program.

    TXTAXRATE  - Not used by this program.

    WHDEMNDCMT - Referenced by Warehouse APIs that validate item type.

    WHPROCTYPE - Referenced by Warehouse APIs that validate item type.

    WHSHIPCOMP - Referenced by Warehouse APIs that validate item type.

    WHSHIPLINE - Referenced by Warehouse APIs that validate item type.

    WHSHLAUD   - Referenced by Warehouse APIs that validate item type.

    WHSHLDTL   - Referenced by Warehouse APIs that validate item type.


INVOKED Programs

    ACAC
    IFCR
    IFSG
    IFCU
    CXCP
    IFAC
    IFAU
    SLSE
    SLSU