Import Price List

From MedITEX - Wiki

(Difference between revisions)
Jump to: navigation, search
Line 37: Line 37:
 
<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">
 
<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>
+
<p>The type of your code. Possible here:<br />CPT<br />HCPCS<br />E/M<br />LOINC<br />GRC</p>
 
</td>
 
</td>
 
</tr>
 
</tr>
Line 43: Line 43:
 
<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">Some characters of your choice. Not nessesary.</td>
+
<td style="text-align: left;" align="center">Some characters of your choice. Not necessary.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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">The type of payment.<br /></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|150px|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></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
Line 80: Line 80:
 
<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>
Line 98: Line 98:
 
<td>
 
<td>
 
<ul>
 
<ul>
−
<li>If price is defined but billing category and insurance name stays empty,</li>
+
<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>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 />  
 
<li>FOR EACH PRICE there needs to be ONE line.<br />  
 
<ul>
 
<ul>
Line 132: Line 131:
 
<td colspan="2">
 
<td colspan="2">
 
<ul>
 
<ul>
−
<li>BILLING_CATEGORY must be exactly the name how you defined it in billing category list.</li>
 
 
<li>INSURANCE_NAME must be exactly the name how you defined it in MedITEX IVF - Insurance administration</li>
 
<li>INSURANCE_NAME must be exactly the name how you defined it in MedITEX IVF - Insurance administration</li>
 
</ul>
 
</ul>

Revision as of 16:20, 10 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" />

Click here 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.
6.
 ITEM_PRICE Price for an item.
7. BILLING_CATEGORY Must be exactly the name how you defined it in billing category list.
sys table acc.PNG
8.
 INSURANCE_NAME Name of the insurance.
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

 

<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
  • INSURANCE_NAME must be exactly the name how you defined it in MedITEX IVF - Insurance administration
 
sys table acc.PNG
insurance 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>