Import Price List
From MedITEX - Wiki
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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 | + | <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 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.<br /></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.<br /></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 />3 - CPT<br />4 - HCPCS<br />5 - E/M<br />6 - LOINC<br />7 - 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"> | + | <td style="text-align: left;" align="center">Some characters of your choice. Not nessesary.(10 characters)</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.<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">The type of payment.<br /></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">Name of the insurance.<br /></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">Description.<br /></td> |
</tr> | </tr> | ||
</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> | ||
+ | </ul> | ||
+ | </td> | ||
+ | </tr> | ||
+ | </tbody> | ||
+ | </table> | ||
+ | <p> </p> | ||
+ | <table style="margin-left: auto; margin-right: auto;" border="0"> | ||
+ | <tbody> | ||
+ | <tr> | ||
+ | <td>NOTE:<br /></td> | ||
+ | <td> | ||
+ | <ul> | ||
+ | <li>If price is defined but billing category and insurance name stays empty,</li> | ||
+ | <li>this price will be the default price (always valid). --> 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 a item with this specific item code exists already. <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 find, the item with all information and all prices will be inserted.</li> | ||
</ul> | </ul> | ||
</td> | </td> | ||
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</tbody> | </tbody> | ||
</table> | </table> | ||
+ | <p><span id="result_box" lang="en"><span title="Sollte der Ordner „Updates" 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> | ||
+ | <table border="0"> | ||
+ | <tbody> | ||
+ | <tr> | ||
+ | <td><span id="result_box" lang="en"><span title="Sollte der Ordner „Updates" 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|600px|thumb|left|link=http://wiki.meditex-software.com/images/table_price.png| unzip]]</span></span></span></span></span></span></span></span></span></span></span></span></td> | ||
+ | </tr> | ||
+ | <tr> | ||
+ | <td> | ||
+ | <ul> | ||
+ | <li><span lang="en"><span title="Sollte der Ordner „Updates" 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> | ||
+ | </tbody> | ||
+ | </table> | ||
+ | <p><span id="result_box" lang="en"><span title="Sollte der Ordner „Updates" 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> |
Revision as of 15:58, 9 July 2014
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.
<img src="/images/plus48.png" alt="" width="48" height="48" /> |
Click here to download an example of Insurance information import file. |
The structure of this file is described in the table below:
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: |
4. | SHORT_CODE | Some characters of your choice. Not nessesary.(10 characters) |
5. | ITEM_GROUP | Group for items. |
6. |
ITEM_PRICE | Price for an item |
7. | BILLING_CATEGORY | The type of payment. |
8. |
INSURANCE_NAME | Name of the insurance. |
9. | ITEM_DESCRIPTION |
Description. |
<img src="/images/hint129.png" alt="" width="129" height="129" /> |
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NOTE: |
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