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 CX100 CX20.1 CX20.2 CX20.4 CX20.5
CX220 CX30.1 CX300 CX506 CXCP.1 OE114
WH130 WH132 WH190 WH222 WH30.1 WH30.2
WH30.3 WH31.1 WH31.2 WH31.3 WH32.1 WH32.2
WH32.3 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 CX100
Company This field contains the company number. CX20.1 CX20.2
CX20.4 CX20.5
CX220 CX30.1
CX300 CX506
CXCP.1 OE114
WH130 WH132
WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-REQ-LOCATION Alpha 5 BL92.1 CX100
To Location This field contains the location CX20.1 CX20.2
requisitioning items and to be charged CX20.4 CX20.5
for the items. This location can be an CX220 CX30.1
inventory or noninventory location. CX300 CX506
CXCP.1 OE114
This value appears as the to location WH130 WH132
on pick lists printed when you run CX100 WH190 WH222
(Pick List Print) and WH130 (Pick List WH30.1 WH30.2
Print). WH30.3 WH31.1
WH31.2 WH31.3
Valid values are WH32.1 WH32.2
WH32.3 WH33.5
A requesting location defined in RQ01.1 WH34.1 WH34.2
(Requesting Location) for the specified WH34.3 WH34.4
healthcare company. WH40.1 WH40.2
WH520 WH830
CPJ-CASE Alpha 10 BL92.1 CX100
Case This field contains the unique CX20.1 CX20.2
identifier for the case. CX20.4 CX20.5
CX220 CX30.1
A case is a record of the CX300 CX506
practitioners, preference lists, and CXCP.1 OE114
associated information assigned to a WH130 WH132
specific patient visit. WH190 WH222
WH30.1 WH30.2
The case number can be used to WH30.3 WH31.1
interface with an outside scheduling WH31.2 WH31.3
system. WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-PREF-CODE Alpha 8 BL92.1 CX100
Preference Code This field contains the unique code to CX20.1 CX20.2
identify a template. CX20.4 CX20.5
CX220 CX30.1
CX300 CX506
CXCP.1 OE114
WH130 WH132
WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-SEQ Numeric 3 BL92.1 CX100
Sequence Number This field contains the record sequence CX20.1 CX20.2
number. CX20.4 CX20.5
CX220 CX30.1
CX300 CX506
CXCP.1 OE114
WH130 WH132
WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-PROC-TYPE Alpha 8 BL92.1 CX100
Procedure Type The procedure type is the first of two CX20.1 CX20.2
fields that uniquely identify a CX20.4 CX20.5
procedure. The procedure type can CX220 CX30.1
identify the code set to which the CX300 CX506
procedure code belongs. CXCP.1 OE114
WH130 WH132
For example, you can use one of the WH190 WH222
following codes: WH30.1 WH30.2
- CPT-4 for a code in the Current WH30.3 WH31.1
Procedural Terminology listing compiled WH31.2 WH31.3
by the American Medical Association WH32.1 WH32.2
-HCPCS for a code in HCFA's (Health WH32.3 WH33.5
Care Financing Administration's) Common WH34.1 WH34.2
Procedure Coding System, or WH34.3 WH34.4
- A code defined for your WH40.1 WH40.2
organization's own procedures listing. WH520 WH830
CPJ-PROC-CODE Alpha 8 BL92.1 CX100
Procedure Code The procedure code is the second of two CX20.1 CX20.2
fields that uniquely identify a CX20.4 CX20.5
procedure. The procedure code is an CX220 CX30.1
identifier for a specific procedure CX300 CX506
within a procedure type. CXCP.1 OE114
WH130 WH132
WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-JOB-CODE Alpha 9 BL92.1 CX100
Job Code This field contains a user-assigned CX20.1 CX20.2
code that represents a type of job or CX20.4 CX20.5
burden. You cannot change a value in CX220 CX30.1
this file, but you can delete or add a CX300 CX506
value. CXCP.1 OE114
WH130 WH132
A burden is a resource with a WH190 WH222
measurable cost assigned to a case. The WH30.1 WH30.2
measurable cost can be an indirect cost, WH30.3 WH31.1
assigned to but not directly related to WH31.2 WH31.3
a case. Examples of burden are salaries, WH32.1 WH32.2
equipment, services, and indirect costs WH32.3 WH33.5
such as costs for capital depreciation WH34.1 WH34.2
or building management. WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-SCHEDULE Alpha 9 BL92.1 CX100
Schedule Schedule is the location information CX20.1 CX20.2
assigned to a burden (job) code. The CX20.4 CX20.5
data passes from the Human Resources CX220 CX30.1
interface record if the information is CX300 CX506
there, or the data can be entered on the CXCP.1 OE114
form by the user. WH130 WH132
WH190 WH222
Schedule values can include employment WH30.1 WH30.2
locations for practitioners or for WH30.3 WH31.1
assistants or the inventory or WH31.2 WH31.3
noninventory locations of a piece of WH32.1 WH32.2
equipment. WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-PAY-GRADE Alpha 3 BL92.1 CX100
Grade This field contains the grade of a CX20.1 CX20.2
grade range schedule associated with the CX20.4 CX20.5
job code. A grade range schedule is used CX220 CX30.1
for wage analysis. CX300 CX506
CXCP.1 OE114
WH130 WH132
WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-PRFJOB-SEQ Numeric 3 BL92.1 CX100
Preference Job This field contains the record sequence CX20.1 CX20.2
Sequence number. CX20.4 CX20.5
CX220 CX30.1
CX300 CX506
CXCP.1 OE114
WH130 WH132
WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-BURDEN-TYPES Alpha 1 BL92.1 CX100
Burden Types This field defines whether the burden CX20.1 CX20.2
rate is an hourly rate, annual rate, CX20.4 CX20.5
flat fee, units, rental (hourly), or CX220 CX30.1
daily rental. CX300 CX506
CXCP.1 OE114
For job codes imported from the Human WH130 WH132
Resources system, this value is WH190 WH222
typically A for Annual. WH30.1 WH30.2
WH30.3 WH31.1
When you add a preference template to a WH31.2 WH31.3
case, this value typically defaults from WH32.1 WH32.2
the Preference Template file. For burden WH32.3 WH33.5
codes only assigned to the case, not to WH34.1 WH34.2
the preference template, add this value WH34.3 WH34.4
from CX20.2 (Case Detail) after you WH40.1 WH40.2
build the case using CX20.1 (Case WH520 WH830
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 CX100
Description This field contains the description. CX20.1 CX20.2
CX20.4 CX20.5
CX220 CX30.1
CX300 CX506
CXCP.1 OE114
WH130 WH132
WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-RATE-AMT Signed 15.2 BL92.1 CX100
Rate Amount This field contains the rate assigned CX20.1 CX20.2
to the associated burden (job) code. CX20.4 CX20.5
CX220 CX30.1
This field contains a salary range CX300 CX506
amount for the job code. The Human CXCP.1 OE114
Resources system uses steps in the HR206 WH130 WH132
(Job Code Listing) to calculate the WH190 WH222
minimum, mid-, and maximum ranges. This WH30.1 WH30.2
value, which can be blank, defaults from WH30.3 WH31.1
the Case Cart Burden file based on the WH31.2 WH31.3
Salary Range flag in CX01.1 (Healthcare WH32.1 WH32.2
Company). WH32.3 WH33.5
WH34.1 WH34.2
Use the Salary Range flag in CX01.1 WH34.3 WH34.4
(Healthcare Company) to indicate which WH40.1 WH40.2
salary range (minimum, mid-range, or WH520 WH830
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 CX100
Quantity This field contains a units quantity CX20.1 CX20.2
used to price a burden. For example, the CX20.4 CX20.5
field can contain the number of units in CX220 CX30.1
a package. Use this field only for CX300 CX506
nonlabor burden types. The value is used CXCP.1 OE114
by the Case Carts system to calculate WH130 WH132
the Rate for the Burdens tab in CX05.1 WH190 WH222
(Preference Template) or CX20.2 (Case WH30.1 WH30.2
Detail). WH30.3 WH31.1
WH31.2 WH31.3
The value must be greater than zero (0) WH32.1 WH32.2
if the burden type is Units. WH32.3 WH33.5
WH34.1 WH34.2
If not provided, defaults to zero (0). WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-PERCENTAGE Percent 3.0 (Percent) BL92.1 CX100
Percentage This field can contain a factor CX20.1 CX20.2
assigned for additional costs such as CX20.4 CX20.5
benefits or hourly rate adjustments by CX220 CX30.1
shift. This value defaults from the CX300 CX506
Template Burdens file when you assign a CXCP.1 OE114
valid preference template to the case or WH130 WH132
you can assign a unique burden code with WH190 WH222
this percentage for the case. When a WH30.1 WH30.2
template is assigned to the case, the WH30.3 WH31.1
Case Carts system uses this value to WH31.2 WH31.3
compute labor costs for the case. WH32.1 WH32.2
WH32.3 WH33.5
The value must equal any whole number WH34.1 WH34.2
from 1 through 100. WH34.3 WH34.4
WH40.1 WH40.2
If not provided, default to zero (0). WH520 WH830
CPJ-OVERRIDE-FL Alpha 1 BL92.1 CX100
Override Flag Select a cost range value that the Case CX20.1 CX20.2
Carts system uses to automatically CX20.4 CX20.5
override the existing cost range for the CX220 CX30.1
burden. (Cost (salary) ranges consist of CX300 CX506
minimum, mid-range, and maximum salary CXCP.1 OE114
amounts. For example, at one company a WH130 WH132
minimum cost range might be $20,001 to WH190 WH222
$25,000. A mid-range cost range might be WH30.1 WH30.2
$25,001 to $30,000. A maximum cost range WH30.3 WH31.1
might be $30,001 to $35,000.) WH31.2 WH31.3
WH32.1 WH32.2
Defaults to 4 (None) if not provided. WH32.3 WH33.5
1 = Min WH34.1 WH34.2
2 = Mid WH34.3 WH34.4
3 = Max WH40.1 WH40.2
4 = None WH520 WH830
CPJ-EFF-DATE Numeric 8 (yyyymmdd) BL92.1 CX100
Effective Date This field defines the effective date CX20.1 CX20.2
for the burden. CX20.4 CX20.5
CX220 CX30.1
CX300 CX506
CXCP.1 OE114
WH130 WH132
WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-ACTIVITY Alpha 15 BL92.1 CX100
Activity This field contains a valid activity CX20.1 CX20.2
code from the Activity Management CX20.4 CX20.5
system. CX220 CX30.1
Note: Use of the Activity Management CX300 CX506
system to track and report costs CXCP.1 OE114
recorded in the Case Carts system is WH130 WH132
reserved for a future release. WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-ACCT-CATEGORY Alpha 5 BL92.1 CX100
Account Category This field contains a valid account CX20.1 CX20.2
category as defined in the Activity CX20.4 CX20.5
Management system. CX220 CX30.1
Note: Use of the Activity Management CX300 CX506
system to track and report costs CXCP.1 OE114
recorded in the Case Carts system is WH130 WH132
reserved for a future release. WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CPJ-ORIGIN-ID Alpha 2 BL92.1 CX100
Origin Identifier This field contains a valid system CX20.1 CX20.2
identifier for the Case Carts system CX20.4 CX20.5
where the burden data originated. CX220 CX30.1
CX300 CX506
For example, HR would indicate that the CXCP.1 OE114
data came from the Human Resources WH130 WH132
system. WH190 WH222
HR = Human Resources system WH30.1 WH30.2
CX = CX15.1 (Burden) WH30.3 WH31.1
TM = CX05.1 (Preference Template) WH31.2 WH31.3
CS = CX20.1 (Case Build) WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
WH40.1 WH40.2
WH520 WH830
CXPREFJOBS FILE INDEX
NAME KEY FIELDS DESCRIPTION / SUBSET CONDITION USED IN
CPJSET1 COMPANY BL92.1 CX100
REQ-LOCATION CX20.1 CX20.2
CASE CX20.4 CX20.5
SEQ CX220 CX30.1
JOB-CODE CX300 CX506
SCHEDULE CXCP.1 OE114
PAY-GRADE WH130 WH132
PRFJOB-SEQ WH190 WH222
WH30.1 WH30.2
WH30.3 WH31.1
WH31.2 WH31.3
WH32.1 WH32.2
WH32.3 WH33.5
WH34.1 WH34.2
WH34.3 WH34.4
...
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
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