Import Price List

Revision as of 15:21, 10 July 2014

This page contains additional importing features supported by MedITEX.

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.

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: CPT HCPCS E/M LOINC GRC
4.	SHORT_CODE	Some characters of your choice. Not necessary.
5.	ITEM_GROUP	Group for items.
6.	ITEM_PRICE	Price for an item.
7.	BILLING_CATEGORY	Must be exactly the name how you defined it in billing category list.
8.	INSURANCE_NAME	Must be exactly the name how you defined it in MedITEX IVF - Insurance administration.
9.	ITEM_DESCRIPTION	Description.

NOTE:

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 a item with this specific item code exists already.
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.


In item tabel "Material XYZ" will be inserted ONCE. But in price table 4 prices for this item "Material XYZ" will be inserted.

INSURANCE_NAME must be exactly the name how you defined it in MedITEX IVF - Insurance administration

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

@@ Line 63: / Line 63: @@
 <td align="center">8.<br /></td>
 <td style="text-align: left;" align="center">INSURANCE_NAME</td>
-<td style="text-align: left;" align="center">Name of the insurance.<br /></td>
+<td style="text-align: left;" align="center">
+<p>Must be exactly the name how you defined it in MedITEX IVF - 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|300px|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>
@@ Line 80: / Line 83: @@
 <ul>
 <li>Not all fields are required;</li>
 <li>Required fields are:
 <ul>
 <li>ITEM_NAME</li>