Import Price List

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<h2>Price List Import</h2>
 
<h2>Price List Import</h2>
 
<p>It is possible to import price lists by providing a spreadsheet with the information described on this section.</p>
 
<p>It is possible to import price lists by providing a spreadsheet with the information described on this section.</p>
−
<p>An example of this file can be downloaded from the link below. This  document contains the insurance information about one insurer.</p>
+
<p>An example of this file can be downloaded from the link below.</p>
 
<table style="margin-left: auto; margin-right: auto;" border="0">
 
<table style="margin-left: auto; margin-right: auto;" border="0">
 
<tbody>
 
<tbody>
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<td><img src="/images/plus48.png" alt="" width="48" height="48" /></td>
 
<td><img src="/images/plus48.png" alt="" width="48" height="48" /></td>
 
<td>
 
<td>
−
<p>Click here&nbsp;to download an example of&nbsp;Insurance information import file.</p>
+
<p><a href="/images/MedITEX_Accounting_Pricelist_Example_Description.xls">Click here</a>&nbsp;to to download an Excel file containing a price list example with description.</p>
 
</td>
 
</td>
 
</tr>
 
</tr>
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<td align="center">1.</td>
 
<td align="center">1.</td>
 
<td style="text-align: left;" align="center">ITEM_NAME</td>
 
<td style="text-align: left;" align="center">ITEM_NAME</td>
−
<td style="text-align: left;" align="center"><br /></td>
+
<td style="text-align: left;" align="center">Name of an item.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td align="center">2.</td>
 
<td align="center">2.</td>
 
<td style="text-align: left;" align="center">ITEM_CODE</td>
 
<td style="text-align: left;" align="center">ITEM_CODE</td>
−
<td style="text-align: left;" align="center"><br /></td>
+
<td style="text-align: left;" align="center">This code is UNIQUE for each item.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td align="center">3.</td>
 
<td align="center">3.</td>
 
<td style="text-align: left;" align="center">CODE_TYPE</td>
 
<td style="text-align: left;" align="center">CODE_TYPE</td>
−
<td style="text-align: left;" align="center"><br /></td>
+
<td style="text-align: left;" align="center">
 +
<p>The type of your code. Possible here:<br />CPT<br />HCPCS<br />E/M<br />LOINC<br />GRC</p>
 +
</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td align="center">4.</td>
 
<td align="center">4.</td>
 
<td style="text-align: left;" align="center">SHORT_CODE</td>
 
<td style="text-align: left;" align="center">SHORT_CODE</td>
−
<td style="text-align: left;" align="center"><br /></td>
+
<td style="text-align: left;" align="center">Some characters of your choice. Not necessary.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td align="center">5.</td>
 
<td align="center">5.</td>
 
<td style="text-align: left;" align="center">ITEM_GROUP</td>
 
<td style="text-align: left;" align="center">ITEM_GROUP</td>
−
<td style="text-align: left;" align="center"><br /></td>
+
<td style="text-align: left;" align="center">Group for items. If the group name is not found in the list of groups, it will be inserted.<br /></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td align="center">6.<br /></td>
 
<td align="center">6.<br /></td>
 
<td style="text-align: left;" align="center">ITEM_PRICE</td>
 
<td style="text-align: left;" align="center">ITEM_PRICE</td>
−
<td style="text-align: left;" align="center"><br /></td>
+
<td style="text-align: left;" align="center">Price for an item.<br /></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td align="center">7.</td>
 
<td align="center">7.</td>
 
<td style="text-align: left;" align="center">BILLING_CATEGORY</td>
 
<td style="text-align: left;" align="center">BILLING_CATEGORY</td>
−
<td style="text-align: left;" align="center"></td>
+
<td style="text-align: left;" align="center">
 +
<p>Billing category name defined exactly like in the billing category list.</p>
 +
<p><span id="result_box" lang="en"><span title="Sollte der Ordner &bdquo;Updates&quot; nicht vorhanden sein, einfach erstellen.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Ob die Datei geschlossen werden darf sehen sie anhand des Eintrags der letzten Spalte.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  ">[[Image:sys_table_acc.PNG|none|300px|thumb|left|link=http://wiki.meditex-software.com/images/sys_table_acc.PNG| ]]</span></span></span></span></span></span></span></span></span></span></span></span></p>
 +
</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td align="center">8.<br /></td>
 
<td align="center">8.<br /></td>
 
<td style="text-align: left;" align="center">INSURANCE_NAME</td>
 
<td style="text-align: left;" align="center">INSURANCE_NAME</td>
−
<td style="text-align: left;" align="center"><br /></td>
+
<td style="text-align: left;" align="center">
 +
<p>Name of insurance defined in <strong>MedITEX IVF</strong> - Insurance administration.</p>
 +
<p><span id="result_box" lang="en"><span title="Sollte der Ordner &bdquo;Updates&quot; nicht vorhanden sein, einfach erstellen.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Ob die Datei geschlossen werden darf sehen sie anhand des Eintrags der letzten Spalte.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  ">[[Image:insurance_acc.PNG|none|500px|thumb|left|link=http://wiki.meditex-software.com/images/insurance_acc.PNG| ]]</span></span></span></span></span></span></span></span></span></span></span></span></p>
 +
</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td align="center">9.</td>
 
<td align="center">9.</td>
 
<td style="text-align: left;" align="center">ITEM_DESCRIPTION<br /></td>
 
<td style="text-align: left;" align="center">ITEM_DESCRIPTION<br /></td>
−
<td style="text-align: left;" align="center"><br /></td>
+
<td style="text-align: left;" align="center">
 +
<p>Description.</p>
 +
</td>
 +
</tr>
 +
<tr>
 +
<td align="center">10.</td>
 +
<td style="text-align: left;" align="center">VALID_FROM</td>
 +
<td style="text-align: left;" align="center">
 +
<p>Price valid from. Must be entered in date format <strong>YYYY-MM-DD</strong>.</p>
 +
</td>
 
</tr>
 
</tr>
 
</tbody>
 
</tbody>
 
</table>
 
</table>
−
<p style="text-align: center;">&nbsp;</p>
+
<p style="text-align: left;">&nbsp;</p>
 +
<p style="text-align: left;">The structure of the fields is described in the table below:&nbsp;</p>
 +
<table border="0">
 +
<tbody>
 +
<tr>
 +
<td><br /></td>
 +
<td><strong>Collumn name</strong></td>
 +
<td><strong>Field type</strong></td>
 +
<td><strong>Max. lenght</strong></td>
 +
</tr>
 +
<tr>
 +
<td>1.</td>
 +
<td>ITEM_NAME</td>
 +
<td>VARCHAR</td>
 +
<td style="text-align: center;">300</td>
 +
</tr>
 +
<tr>
 +
<td>2.</td>
 +
<td>ITEM_CODE</td>
 +
<td>VARCHAR</td>
 +
<td style="text-align: center;">15</td>
 +
</tr>
 +
<tr>
 +
<td>3.</td>
 +
<td>CODE_TYPE</td>
 +
<td>-</td>
 +
<td style="text-align: center;">-</td>
 +
</tr>
 +
<tr>
 +
<td>4.</td>
 +
<td>SHORT_CODE</td>
 +
<td>VARCHAR</td>
 +
<td style="text-align: center;">10</td>
 +
</tr>
 +
<tr>
 +
<td>5.</td>
 +
<td>ITEM_GROUP</td>
 +
<td>VARCHAR</td>
 +
<td style="text-align: center;">100</td>
 +
</tr>
 +
<tr>
 +
<td>6.</td>
 +
<td>ITEM_PRICE</td>
 +
<td>DECIMAL</td>
 +
<td style="text-align: center;">8</td>
 +
</tr>
 +
<tr>
 +
<td>7.</td>
 +
<td>BILLING_CATEGORY</td>
 +
<td>-</td>
 +
<td style="text-align: center;">-</td>
 +
</tr>
 +
<tr>
 +
<td>8.</td>
 +
<td>INSURANCE_NAME</td>
 +
<td>-</td>
 +
<td style="text-align: center;">-</td>
 +
</tr>
 +
<tr>
 +
<td>9.</td>
 +
<td>ITEM_DESCRIPTION</td>
 +
<td>VARCHAR</td>
 +
<td style="text-align: center;">800</td>
 +
</tr>
 +
<tr>
 +
<td>10.</td>
 +
<td>VALID_FROM</td>
 +
<td>DATE</td>
 +
<td style="text-align: center;">10</td>
 +
</tr>
 +
</tbody>
 +
</table>
 +
<p style="text-align: left;">&nbsp;</p>
 
<table style="margin-left: auto; margin-right: auto;" border="0">
 
<table style="margin-left: auto; margin-right: auto;" border="0">
 
<tbody>
 
<tbody>
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<ul>
 
<ul>
 
<li>Not all fields are required;</li>
 
<li>Not all fields are required;</li>
−
<li>Required fields are:              
+
<li>Required fields are:                                                        
 
<ul>
 
<ul>
 
<li>ITEM_NAME</li>
 
<li>ITEM_NAME</li>
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</ul>
 
</ul>
 
</li>
 
</li>
 +
<li>Please pay attention that the import table is the only or at least the first sheet in your excel file.</li>
 
</ul>
 
</ul>
 
</td>
 
</td>
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</tbody>
 
</tbody>
 
</table>
 
</table>
 +
<p>&nbsp;</p>
 +
<table style="margin-left: auto; margin-right: auto;" border="0">
 +
<tbody>
 +
<tr>
 +
<td><img src="/images/plus129.png" alt="" width="129" height="129" /></td>
 +
<td>
 +
<ul>
 +
<li>If price is defined but billing category and insurance name stays empty,<br />this price will be the default price (always valid). --&gt; if you have only one price for an item,<br />it is better to leave billing category and insurance name empty.</li>
 +
<li>FOR EACH PRICE there needs to be ONE line.<br />
 +
<ul>
 +
<li>Item name, item code, code type, short code, item group and item description should have exactly the same information (this will be saved in one table).</li>
 +
<li>Item price, billing category insurance name will be saved in a second table.</li>
 +
</ul>
 +
</li>
 +
<li>The importer looks if an item with this specific item code already exists. <br />If yes, then the other item information (item name, code type, short code, group, description) will be updated and prices will be updated or inserted. If item is not found, the item with all information and all prices will be inserted.</li>
 +
</ul>
 +
</td>
 +
</tr>
 +
</tbody>
 +
</table>
 +
<p>&nbsp;</p>
 +
<table style="margin-left: auto; margin-right: auto;" border="0">
 +
<tbody>
 +
<tr>
 +
<td style="text-align: center;" colspan="2"><span id="result_box" lang="en"><span title="Sollte der Ordner &bdquo;Updates&quot; nicht vorhanden sein, einfach erstellen.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Ob die Datei geschlossen werden darf sehen sie anhand des Eintrags der letzten Spalte.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  ">[[Image:table_price.PNG|none|700px|thumb|left|link=http://wiki.meditex-software.com/images/table_price.PNG| ]]</span></span></span></span></span></span></span></span></span></span></span></span></td>
 +
</tr>
 +
<tr>
 +
<td colspan="2">
 +
<ul>
 +
<li><span lang="en"><span title="Sollte der Ordner &bdquo;Updates&quot; nicht vorhanden sein, einfach erstellen.  "><span lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span lang="en"><span title="Ob die Datei geschlossen werden darf sehen sie anhand des Eintrags der letzten Spalte.  "><span lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  ">In item tabel "Material XYZ" will be inserted ONCE. But in price table 4 prices for this item "Material XYZ" will be inserted.</span></span></span></span></span></span></span></span></span></span></span></span></li>
 +
</ul>
 +
</td>
 +
</tr>
 +
<tr>
 +
<td style="text-align: center;" colspan="2">&nbsp;<span id="result_box" lang="en"><span title="Sollte der Ordner &bdquo;Updates&quot; nicht vorhanden sein, einfach erstellen.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Ob die Datei geschlossen werden darf sehen sie anhand des Eintrags der letzten Spalte.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  "><span id="result_box" lang="en"><span title="Nutzen sie den Refresh Button um die Ansicht zu aktualisieren.  ">[[Image:settings_acc.PNG|none|700px|thumb|left|link=http://wiki.meditex-software.com/images/settings_acc.PNG| ]]</span></span></span></span></span></span></span></span></span></span></span></span></td>
 +
</tr>
 +
</tbody>
 +
</table>
 +
<p><span id="result_box" lang="en"><span title="Sollte der Ordner &bdquo;Updates&quot; nicht vorhanden sein, einfach erstellen.  "><span lang="en"><span class="hps"><span id="result_box" lang="en"><span> </span></span></span></span></span></span></p>
 
<table style="float: right;" border="0">
 
<table style="float: right;" border="0">
 
<tbody>
 
<tbody>
Line 99: Line 228:
 
</tbody>
 
</tbody>
 
</table>
 
</table>
 +
<p><span id="result_box" lang="en"><span title="Sollte der Ordner &bdquo;Updates&quot; nicht vorhanden sein, einfach erstellen.  "><span lang="en"><span class="hps"><span id="result_box" lang="en"><span><br /></span></span></span></span></span></span></p>

Latest revision as of 09:17, 10 October 2022

This page contains additional importing features supported by MedITEX.

 

Price List Import

It is possible to import price lists by providing a spreadsheet with the information described on this section.

An example of this file can be downloaded from the link below.

<tbody> </tbody>
<img src="/images/plus48.png" alt="" width="48" height="48" />

<a href="/images/MedITEX_Accounting_Pricelist_Example_Description.xls">Click here</a> to to download an Excel file containing a price list example with description.

 

The structure of this file is described in the table below: 

<tbody> </tbody>
   Column name  Column content
1. ITEM_NAME Name of an item.
2. ITEM_CODE This code is UNIQUE for each item.
3. CODE_TYPE

The type of your code. Possible here:
CPT
HCPCS
E/M
LOINC
GRC
4. SHORT_CODE Some characters of your choice. Not necessary.
5. ITEM_GROUP Group for items. If the group name is not found in the list of groups, it will be inserted.
6.
 ITEM_PRICE Price for an item.
7. BILLING_CATEGORY

Billing category name defined exactly like in the billing category list.

sys table acc.PNG

8.
 INSURANCE_NAME

Name of insurance defined in MedITEX IVF - Insurance administration.

insurance acc.PNG

9. ITEM_DESCRIPTION

Description.
10. VALID_FROM

Price valid from. Must be entered in date format YYYY-MM-DD.

 

The structure of the fields is described in the table below: 

<tbody> </tbody>

Collumn name Field type Max. lenght
1. ITEM_NAME VARCHAR 300
2. ITEM_CODE VARCHAR 15
3. CODE_TYPE - -
4. SHORT_CODE VARCHAR 10
5. ITEM_GROUP VARCHAR 100
6. ITEM_PRICE DECIMAL 8
7. BILLING_CATEGORY - -
8. INSURANCE_NAME - -
9. ITEM_DESCRIPTION VARCHAR 800
10. VALID_FROM DATE 10

 

<tbody> </tbody>
<img src="/images/hint129.png" alt="" width="129" height="129" />
  • Not all fields are required;
  • Required fields are:
    • ITEM_NAME
    • ITEM_CODE
  • Please pay attention that the import table is the only or at least the first sheet in your excel file.

 

<tbody> </tbody>
<img src="/images/plus129.png" alt="" width="129" height="129" />
  • If price is defined but billing category and insurance name stays empty,
    this price will be the default price (always valid). --> if you have only one price for an item,
    it is better to leave billing category and insurance name empty.
  • FOR EACH PRICE there needs to be ONE line.
    • Item name, item code, code type, short code, item group and item description should have exactly the same information (this will be saved in one table).
    • Item price, billing category insurance name will be saved in a second table.
  • The importer looks if an item with this specific item code already exists.
    If yes, then the other item information (item name, code type, short code, group, description) will be updated and prices will be updated or inserted. If item is not found, the item with all information and all prices will be inserted.

 

<tbody> </tbody>
table price.PNG
  • In item tabel "Material XYZ" will be inserted ONCE. But in price table 4 prices for this item "Material XYZ" will be inserted.
 
settings acc.PNG

<tbody> </tbody>

<a href="/index.php?title=Import_and_Export_tools">Back to Import and Export tools</a>

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