Price structure and Contracts within GoodX
17. Altering tariff-code data in bulk
Summary
The application facilitates bulk copying of tariff code fields in the desktop application.
The feature updates tariff codes that have already been added to specific target pricelists, but never adds new tariff codes.
Screens that prompt selection of fields to copy are applied throughout.
This page describes the screens and lists various tools in the application where fields may be copied.
Definitions
Source pricelist: the pricelist from which information is copied
Target pricelist: the pricelist to which information is copied
RVU: Relative Value Unit (as assigned to CCSA codes – not a Rand value). Also known as the number of units.
RCF: Relative Conversion Factor. A
unit is allocated a monetary value. A different monetary value is
allocated to each unit, based on whether it is a clinical procedure
unit, consultative unit, anesthetic unit, etc. Also known as the unit-price.
DSP: Designated Service Provider
Calculated price: is calculated using the formula: RVU X RCF ( No-of-Units x Unit-price).
Fixed price: this price is unequal to the calculated price. When a fixed price is loaded on a tariff code, it will be published instead of the calculated price.
DSP Price: This price is applied to a tariff code when a DSP contract is activated. When a DSP is loaded, the system will publish it instead of the calculated price.
Published price: price that is applied during billing
Local price: a local price can be loaded per tariff code. When a local price has been loaded the system will publish it instead of the DSP or calculated price.
Determination of the published price
The system will determine the published price by checking which of the various prices have been populated on the tariff code in the following order:
- Local price when populated
- ELSE DSP price when populated
- ELSE Calculated price.
In the desktop application the system displays an asterisk to indicate that a price is not calculated on the list of tariff codes. On the tariff code editing screen it is displayed as a tick. The indicator is calculated by the system, and cannot directly be copied across pricelists.
Screens that prompt selection of fields to copy
Screen: Information fields on the tariff items (excluding published prices )
The application displays a list of selectable fields for bulk copying. The items that appear on the list are dependent on the type of code that will be copied.
Published prices do not appear on the list of selectable fields.
The system will display unique lists for
- Standard tariffs
- Hospital tariffs
- CPT-4 tariffs
- Dental laboratory tariff codes
- Modifiers. The modifier screen always displays all possible fields that may be attached to a modifier. Some of the fields do not apply to all modifier types. The system will ignore selected items on the list that do not apply during the copy process
Screen: Published Prices
The screen has three options:
- Do not change the currently published price on the target pricelist.
- The price of the target price list will not be altered.
- Recalculate the published price.
- The published price on the target price list will be recalculated using the formula: RVU X RCF ( No-of-Units x Unit-price). RVU and RCF values as applied on the target pricelist, are used for the calculation.
- If a DSP price has been linked to the tariff code will be applied instead of the calculated price.
- The local price is removed for the line item.
- Transfer this published price
- The published price on the source pricelist is copied to the local price on the target pricelist. This price is used as the published price.
In all cases, the fixed price asterisk / tick will be calculated by the system.
Tools in the application for copying tariff-code fields
All the tools described in this section are located in the prices module.
Location: management module - > click the "price list management" button.
Select the appropriate price collection and double click
Click the "Update price lists" button
Copy tariff code data between years and vat-rates.
In this option the source and target pricelists are always matched.
Location: Tools ( Postgres) -> Copy tariff code data between years and vat-rates.
User can select the following:
- copy tariff codes or modifiers
- Source year
- Source price collection / vat-rate
- fields to copy
- pricelists
Copying data between pricelists within a specific pricelist collection
Location:
- Maintain local pricelists (displays a list of pricelists within the collection)
- select the source pricelist
- Click the "+" button. A list of actions is displayed
The following actions may be used:
- Copy data for ALL billing codes from this pricelist () to multiple EXISTING pricelists (existing codes only)
- Copy data for SELECTED billing codes from this pricelist () to multiple EXISTING pricelists (existing codes only)
- Copy data for ALL modifiers from this pricelist () to multiple EXISTING pricelists (existing codes only)
- Copy data for SELECTED modifiers from this pricelist () to multiple EXISTING pricelists
Copying data between pricelists from a specific tariff code
Edit an existing tariff code or modifier on the source pricelist. Check the "Update all price lists" checkbox before saving the changes.
Importing / Exporting local prices
Local prices can be exported and imported
Location:
- Maintain local pricelists (displays a list of pricelists within the collection)
- select the source pricelist
- click the "Local price lists" button
- click the "Tariff codes: local prices" button.
The list of local prices can be exported using the "Actions" ->"Export list to CSV" action.
The CSV file can be edited as required and imported into a target pricelist.
Removing local prices from a pricelist
- Maintain local pricelists (displays a list of pricelists within the collection)
- select the source pricelist
- click the "Local price lists" button
- click the "Clear all local prices" button.