Import Price List

From MedITEX - Wiki

(Difference between revisions)
Jump to: navigation, search
Line 58: Line 58:
 
<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">Must be exactly the name how you defined it in billing category list.<br /><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|100px|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><br /></td>
+
<td style="text-align: left;" align="center">Must be the exact name defined in the billing category list.<br /><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|100px|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><br /></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
Line 83: Line 83:
 
<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>

Revision as of 15:23, 21 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.

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

<a href="/images/Pricelist_MedITEX_Example.xls">Click here</a> to download an example of Insurance information import file.

 

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 Must be the exact name defined in the billing category list.
sys table acc.PNG

8.
INSURANCE_NAME

Must be exactly the name how you defined it in MedITEX IVF - Insurance administration.

insurance acc.PNG

9. ITEM_DESCRIPTION
Description.

 

<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>
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.

 

 

<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>

<a href="#top">Back to top</a>