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

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

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

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

CPJ-PROC-CODE          Alpha 8                                   CXCP.1  WH130
Element: Procedure CodeThe procedure code is the second of two   WH132   WH190
                       fields that uniquely identify a           WH222   WH30.1
                       procedure.  The procedure code is an      WH30.2  WH30.3
                       identifier for a specific procedure       WH30.4  WH31.1
                       within a procedure type.                  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                                   CXCP.1  WH130
Element: Job Code      This field contains a user-assigned       WH132   WH190
                       code that represents a type of job or     WH222   WH30.1
                       burden. You cannot change a value in      WH30.2  WH30.3
                       this file, but you can delete or add a    WH30.4  WH31.1
                       value.                                    WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                        A burden is a resource with a            WH32.2  WH32.3
                       measurable cost assigned to a case. The   WH32.4  WH33.5
                       measurable cost can be an indirect cost,  WH34.1  WH34.2
                       assigned to but not directly related to   WH34.3  WH34.4
                       a case. Examples of burden are salaries,  WH40.1  WH40.2
                       equipment, services, and indirect costs   WH520   WH830
                       such as costs for capital depreciation
                       or building management.

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

CPJ-PAY-GRADE          Alpha 3                                   CXCP.1  WH130
Element: Grade         This field contains the grade of a        WH132   WH190
                       grade range schedule associated with the  WH222   WH30.1
                       job code. A grade range schedule is used  WH30.2  WH30.3
                       for wage analysis.                        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                                 CXCP.1  WH130
Element: Sequence NumbeThis field contains the record sequence   WH132   WH190
                       number.                                   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                                   CXCP.1  WH130
Element: Burden Types  This field defines whether the burden     WH132   WH190
                       rate is an hourly rate, annual rate,      WH222   WH30.1
                       flat fee, units, rental (hourly), or      WH30.2  WH30.3
                       daily rental.                             WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                       For job codes imported from the Human     WH31.4  WH32.1
                       Resources system, this value is           WH32.2  WH32.3
                       typically A for Annual.                   WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                       When you add a preference template to a   WH34.3  WH34.4
                       case, this value typically defaults from  WH40.1  WH40.2
                       the Preference Template file. For burden  WH520   WH830
                       codes only assigned to the case, not to
                       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)                    CXCP.1  WH130
Element: Description   This field contains the description.      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 15.2                               CXCP.1  WH130
Element: Adj Amt       This field contains the rate assigned     WH132   WH190
                       to the associated burden (job) code.      WH222   WH30.1
                                                                 WH30.2  WH30.3
                       This field contains a salary range        WH30.4  WH31.1
                       amount for the job code. The Human        WH31.2  WH31.3
                       Resources system uses steps in the HR206  WH31.4  WH32.1
                       (Job Code Listing) to calculate the       WH32.2  WH32.3
                       minimum, mid-, and maximum ranges. This   WH32.4  WH33.5
                       value, which can be blank, defaults from  WH34.1  WH34.2
                       the Case Cart Burden file based on the    WH34.3  WH34.4
                       Salary Range flag in CX01.1 (Healthcare   WH40.1  WH40.2
                       Company).                                 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                               CXCP.1  WH130
Element: Quantity      This field contains a units quantity      WH132   WH190
                       used to price a burden. For example, the  WH222   WH30.1
                       field can contain the number of units in  WH30.2  WH30.3
                       a package. Use this field only for        WH30.4  WH31.1
                       nonlabor burden types. The value is used  WH31.2  WH31.3
                       by the Case Carts system to calculate     WH31.4  WH32.1
                       the Rate for the Burdens tab in CX05.1    WH32.2  WH32.3
                       (Preference Template) or CX20.2 (Case     WH32.4  WH33.5
                       Detail).                                  WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                       The value must be greater than zero (0)   WH40.1  WH40.2
                       if the burden type is Units.              WH520   WH830

                       If not provided, defaults to zero (0).

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

                       If not provided, default to zero (0).

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

CPJ-EFF-DATE           Numeric 8  (yyyymmdd)                     CXCP.1  WH130
Element: Date          This field defines the effective date     WH132   WH190
                       for the burden.                           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                                  CXCP.1  WH130
Element: Activity      This field contains a valid activity      WH132   WH190
                       code from the Activity Management         WH222   WH30.1
                       system.                                   WH30.2  WH30.3
                       Note:  Use of the Activity Management     WH30.4  WH31.1
                       system to track and report costs          WH31.2  WH31.3
                       recorded in the Case Carts system is      WH31.4  WH32.1
                       reserved for a future release.            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                                   CXCP.1  WH130
Element: Account CategoThis field contains a valid account       WH132   WH190
                       category as defined in the Activity       WH222   WH30.1
                       Management system.                        WH30.2  WH30.3
                       Note:  Use of the Activity Management     WH30.4  WH31.1
                       system to track and report costs          WH31.2  WH31.3
                       recorded in the Case Carts system is      WH31.4  WH32.1
                       reserved for a future release.            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                                   CXCP.1  WH130
Element: Origin Id     This field contains a valid system        WH132   WH190
                       identifier for the Case Carts system      WH222   WH30.1
                       where the burden data originated.         WH30.2  WH30.3
                                                                 WH30.4  WH31.1
                       For example, HR would indicate that the   WH31.2  WH31.3
                       data came from the Human Resources        WH31.4  WH32.1
                       system.                                   WH32.2  WH32.3
                       HR = Human Resources system               WH32.4  WH33.5
                       CX = CX15.1 (Burden)                      WH34.1  WH34.2
                       TM = CX05.1 (Preference Template)         WH34.3  WH34.4
                       CS = CX20.1 (Case Build)                  WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-STAFF-UTILIZ       Alpha 1                                   CXCP.1  WH130
Element: Staff Utiliz  1 = Surgery                               WH132   WH190
                       2 = Pre-op                                WH222   WH30.1
                       3 = Post-op                               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
Object
Identification

                         CXPREFJOBS FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

CPJSET1   COMPANY                                                CXCP.1  WH130
          REQ-LOCATION                                           WH132   WH190
          CASE                                                   WH222   WH30.1
          SEQ                                                    WH30.2  WH30.3
          JOB-CODE                                               WH30.4  WH31.1
          SCHEDULE                                               WH31.2  WH31.3
          PAY-GRADE                                              WH31.4  WH32.1
          PRFJOB-SEQ                                             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