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01. Fixed Assets Application User Manual

1. cccsscccessccssseeeeseeeesseeesseeeesseeeeseeenseeeeeseees 64 Listing Asset Information i erens era erei lactea 65 List Assets REVOIS e rE EE EEEE EEEE EAEE 65 Asset ROUUNES ninii aa a a A E AO A E AN A O E Gees 65 Overview of ASSE aaa 65 Check Eligibility for Activation Routine cccccccsccccsssecssseeeeseeeeeseeesseceeseeeesseeeesseseesseeeeaeees 66 Overview for Checking a Set of Assets Eligibility for ActivatlON oooooconnocccconcncoonnnonos 66 Listing Initial Assets Before Activation cccccccccccssceesseccesseeeeseeeeseeesseeeeeseeeesesessneeesseees 66 Correcting Ineligible Assets cccccccccssscsssecessseeeeseeceeseeessseeeeeeeeeeeeesesesseeeeeeeeesseseneeees 67 Listine Ineli sible ASSCts o AI AE E E E A ada 67 Initial Assets Not Eligible for Activation Report ooooooncccnnccnocncocccoonononaconncnnncnnnarnncconccnnnos 67 AA a gee neu a ew sew PA 67 Overview of the Activate Assets ROMS a 67 Identifying Assets O ACUVItS A A ae aa ee ee est 68 Change Asset Number ROUNE soseen a e e e S ee a asioi 68 Replicate Asset ROUNE aooiee ei ai e e a a a EE EE 69 Asset Facility Inquiry ROU INE oooooconococooncnnoonnnnonnncnoncncnnnnnnnnoncnonnncnnnnnnonnncnon nn cano nnnannncnnnnncannss 70 ASEO QU ROUUNA do 70 Overview of the Asset Inquiry Routine ooooococcnocccooononononcnoncnononcnconononononcnnnoconnncnonnncnnnnnnnns 70 Asset Inquiry Selection Routine ooooonoccccoooncnoncncnonnnonnnnonononcnon n
2. Field Description Report The report s mnemonic Title The report s title Page 94 Client Server Fixed Assets Application User Manual Field Description Status The report status Recs Number of records assets compiled in the report The following fields appear at the bottom of the screen They display information for the last selected report Started Date and Time the report started compiling Stopped Date and Time the report stopped compiling Sorts The 3 sorts if any used for the report Asset The asset sort either number or description Routine Functions To use this screen s routines click the button that contains the routine that you want to use The Process Compiled Reports Process screen contains the following routines e Compile Reports Routine e View Compiled Report Routine e Print a Compiled Report Routine e List Compiled Reports Routine Purge a Fixed Asset Compiled Report Routine Selection Options This menu contains the following options This option Allows you to Select Change your selection of reports Compiled Selections Refresh Refresh the screen to reflect edits that have been made Remove Delete selected items from the screen Page 95 Client Server Fixed Assets Application User Manual Select Reports to Process Screen This screen is available when you access the Process Compiled Reports Routine and also from the Select button on the Process s
3. Source Purchasing Facility Assets Assign to Purchasing Facility Facility Changes Report _Use this report to print an audit trail of all purchasing facility changes You can select ranges of purchasing facilities assets departments classes and edit dates for this report You can also select ACTIVE INITIAL RETIRED or all assets The following information appears on this report Page 156 Client Server Fixed Assets Application User Manual e asset number and description e status e department e class e date and time of the change e the user who made the change e old and new facility From Facility From Asset Number Thru Facility Thru Asset Number From Department From Class Thru Department Thru Class From Date Thru Date Page 157 Client Server Fixed Assets Application User Manual General Ledger Budgets Overview for General Ledger Budgets You can create a budget file containing Fixed Asset FA depreciation expenses calculated for a given future fiscal year This feature ensures that your General Ledger GL budget accurately reflects asset depreciation expenses Budgets are created in GL However GL cannot determine which assets are ACTIVE RETIRED or fully depreciated for the fiscal year in which GL is creating a budget To correctly project asset depreciation expenses you use FA Effect of FA Budgets FA budget information does not affect the normal flow of assets wi
4. oooooconocccooncncnonnnconnnononcncnnnnnnnns 129 Activity Comparison by Periods by Class Routine ooooooccnocccnononcnoncnononnnonnnnonononcnnnnnnnns 130 Activity Comparison by Periods by Department ROUtINS ooooooocconcncnonncnononcnoncncnoncnonos 131 Activity Comparison by Years by Number Routine ooooocnnocccooocccononcnonnnonononononcnnnncnonnss 132 Activity Comparison by Years by Class Routine oooooooccconoccnononononcncnoncnonnnnonononcnonnnonos 133 Activity Comparison by Years by Department Routine eee eeeeeseeeteceneeeneeeneeeeaees 134 Detail Period End ODIY ynininnnanisnenn oT rn EnEn basin imita ds 135 Overview of Activity Reports Detail Period End Only ooooooccnococcnoccnononononncooncncnnnnoos 135 Activity Detail by Number Routine oocooocccnococononncooncnononcnoononcnoncncnnnnonononcnnn nono nncnonnnnnnss 135 Activity Detail by Class Routine ooooooooocccooncncoooncnononcnoncncnnnnonononcnonnnconnnnnnnnncnonnncnnnnnnnns 136 Activity Detail by Department Routine cooooconococinnoncnoncncnnnnononnnonononcnnnnnnnnoncnononconn canon 137 Schedule History Year End Only riere a iia aa a a a etana ee nacos 138 Overview of Activity Reports Schedule History year end only ooooooccnoccccooccconnnos 138 Schedule History by Number Routine oooooconocccconcncooonnnonnnonononcnnnnononononononconnnnonnncnnnnnnnns 138 Schedule History by Class Routine cccccsccccs
5. When you select compiled reports you can access footer buttons Use footer buttons to View List Print or Purge Page 15 Client Server Fixed Assets Application User Manual View Use this function to view the configuration of a compiled report List Use this function to view the status of compiled reports Print Use this function to print a compiled report Purge Use this function to purge a compiled report from the system Custom Reports Use this function to generate custom reports You can attach a custom reports menu via the Preferences Dictionary GL Budget Use this function to run General Ledger reports and to create GL Budget batches Select Use this function to view and process user defined information You can use this function for assets and compiled reports System Status Use this function to view system status and to access the Period End Status Report and Refresh functions Period End Status Report You can print directly from the System Status screen Refresh Use this function to refresh the System Status screen Preferences Use this function to access user defined preferences and default values for the user signed into the desktop You can access the Additional Reports Menu field and preferences for all users via the Preferences Dictionary Page 16 Client Server Fixed Assets Application User Manual Department Manager Desktop MEDITECH From Asset Beginning Th
6. billing comment A message on the printed form that provides useful information about the account for use by other staff billing procedure code A code used to transfer charge information for a test or procedure from a MEDITECH module to the Billing Accounts Receivable module The system uses the billing procedure code corresponding to a procedure s HCPCS CPT Code to evaluate whether the procedure is medically necessary Billing procedure codes are assigned in the MIS Billing Requirement Data Routine to a set of requirements with specific diagnosis and modifier data defined for each code Page 213 Client Server Fixed Assets Application User Manual billing site The site credited when a procedure is advanced to its bill on status The billing site is the site the user has selected to gain access to the system and advance the procedure to its bill on status book A derived value that is equal to the cost of the asset minus the accumulated depreciation buffer A reserved portion of memory in which data is temporarily held while being transferred to another location button A visual representation of a routine menu or function You access the routine menu or function by clicking on the button Desktop Buttons The presence of a button on a desktop indicates you have access to the button s corresponding routines or menus Buttons on Process Screens Process screens have a row of buttons on the top of the s
7. Client Server Fixed Assets Application User Manual Dictionaries and Parameters Access Dictionary Overview of the Access Dictionary Use this dictionary to do the following e Define user access mnemonics e Assign users to an access mnemonic e Authorize the access mnemonic to perform a preset group of routines within the process screens This preset group of routines is defined in the Option Set Dictionary After you define an option set you assign users to the option set via the Access Dictionary E NOTE MEDITECH provides a standard entry ALL in this dictionary You can use this entry or create your own entries Access Dictionary Overview Defining User Access Mnemonics Controlling Access Security Using the Option Set and Access Dictionaries LI See Also Using Dictionaries Defining User Access Mnemonics As you create the Access Dictionary you define groups of users who share access to the same routines You can tailor each entry s level of access to match the users job responsibilities For example clerks who enter only batch information should have an access mnemonic that allows them access only to batch entry routines Users who delete freeze or post batches should have a mnemonic that allows them access to the routines that they need E Note You can set up as many access mnemonics as necessary but a user can have access to only one access mnemonic Page 176 Client Server Fixed Assets Application
8. Entering From MM AP Assets Interface Enter the general information Ho amounts schedules and GL Oae information distributions Yes Activate Asset Entering Assets Associated Reports After you enter assets you can use the following reports to ensure the accuracy of the assets information e Current Status Reports e Current Value Report e List Asset Reports by number class department e Schedule Projection Reports Activating Assets This feature lets you activate sets of INITIAL assets by changing the asset s status to ACTIVE You must activate assets before you can start the depreciation process Activating Assets Associated Reports Before you activate assets you can use the following reports to ensure the eligibility of assets for activation Page 3 Client Server Fixed Assets Application User Manual e Initial Assets Not Eligible for Activation Report e Current Status Reports e Current Value Report Depreciating Asset Values Depreciating an asset s value requires you to create scheduled transactions To depreciate an asset you first e determine a depreciation method e create a depreciation schedule Depreciating Asset Values Associated Reports You can use the following reports to track scheduled transaction and asset information e Standard Value Reports e Activity Reports e Period End Summary Report Balancing Fixed Assets and General Ledger During the posting of s
9. Summarized by GL account number Summarized by GL account number Individually by asset number and summarized by GL account number Page 91 Client Server Fixed Assets Application User Manual Routines to View Prior To Posting Routines to View After Posting General Ledger Batch Each GL account by ACCT Report appears with all scheduled transactions that use the GL account General Ledger Batch Each scheduled Summary Report transaction appears individually with its assigned GL account number E Note You can create General Ledger Batch reports in both the Fixed Assets Module and the General Ledger Module Sample Reports Printing Scheduled Transactions You can generate a detailed or summary list of scheduled transactions created during a current fiscal period anytime prior to posting Use these reports to review scheduled transactions and ensure accuracy The posting of incorrect scheduled transactions affects the integrity of assets values E Note To list scheduled transactions from previous periods use the Activity and Standard Value Reports Modifying Scheduled Transactions After you create and review scheduled transactions you may decide that you need to adjust one a few or all of the transactions How you make the adjustments depends on the number of assets whose scheduled transactions are affected If only a few asset s scheduled transactions require adjusting then it is easier t
10. The system returns you to the FA Asset Purge Process screen The status of the compile appears at the Current Status prompt To get a status update 1f any click on the Re Display button When the compilation is complete the date and time of completion appear at the Compile prompt The results of the compilation appear at the Number of Assets prompts If the number in the Compiled field is 0 then no assets satisfy the selection criteria Enter another selection or end the FA Asset Purge Process Routine E Notes The system considers only assets whose latest value amount is zero or less If either the Close Period or Change Asset functions are active you cannot run this routine Asset Purge Report This routine is the second step in the FA Asset Purge Process screen Use this report to verify that the assets compiled by the Compile Asset Purge List Routine are the ones you want to purge If not rerun the compile routine You can print this report immediately after the compile routine has run as well as after the Execute Purge Routine has run If you print immediately after a compilation the report includes a complete description of all assets eligible for purging The system provides the following details e status e class department GL accounts e vendor e manufacturer names El Note For each asset the status retired date and acquired date are included with final amounts for all associated values Excluding Assets If
11. Thru Asset Class Thru Asset Number Status From Status Date Thru Status Date From Acquired Date From Date Retired Thru Acquired Date Thru Date Retired From Retired Type From Retired Type Date Thru Retired Type Thru Retired Type Date Current Status Report by Department Routine Use this routine to list all information for ACTIVE INITIAL RETIRED or all assets by GL department in asset number sequence This report is helpful when checking an asset s eligibility for activation E Note Each asset appears on a separate page making the report lengthy if you have many assets You can list this report by ranges of e purchasing facilities e department e asset number e status date e acquired date e retired date When listing only RETIRED assets you can include sets of e retired types e retired type date Page 106 Client Server Fixed Assets Application User Manual Report Information This report contains the following information e all general information e schedules e values and dollar amounts e GL distribution Sample of Report From Facility BEGINNING Thru Facility From Department From Asset Number Thru Department Thru Asset Number Status From Status Date Thru Status Date From Acquired Date From Date Retired From Acquired Date Thru Date Retired From Retired Type From Retired Type Date Thru Retired Type Thru Retired Type Date Current Value Report Routine
12. Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Year Thru Acquired Date Active or Retired or Both Activity Summary for All Values by Year by Department Routine Use this routine to review asset activity for asset values for specified GL periods sorted by department This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within department e fiscal years e acquired dates Report Information This report contains the following information e open balance by period e close balance by period e transaction amounts e schedule information Page 128 Client Server Fixed Assets Application User Manual From Facility BEGINNING Thru Facility From Department From Asset Number Thru Department Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Year Thru Acquired Date Active or Retired or Both Comparisons Overview of Activity Report Comparisons Use these reports to compare how amounts for a range of assets vary from period to period or year to year You can print the activity report comparisons using the following formats e GL period Number Class Department e fiscal year Number Class Department Sample of Reports Activity Comparison by Periods by Number Routine Use this routine to revi
13. To view a list of all entries in the MIS GL Accounts Dictionary click on Press lt Enter gt to view additional accounts Account numbers are evaluated as character strings and displayed in ascending order This can cause certain account numbers to appear to be out of sequence for example account numbers of different lengths and punctuation EJ Note To view both ACTIVE and INACTIVE accounts enter B then press lt Lookup gt Account Lookup by Class Number To display only accounts which belong to the identified class enter the account class number followed by a backslash Some typical account class numbers are listed below Class Name 1 Assets 2 Liabilities 3 Revenues 4 Deductions From Revenues Page 195 Client Server Fixed Assets Application User Manual Class Name 5 Other Revenue 6 Expenses 7 Statistics Accounts are displayed for the identified class and sorted numerically by account number For example if you enter 31 where Class 3 is Revenue accounts the Lookup display begins with Revenue accounts E Note The control code appears in the Code column for control accounts Account Lookup by Type Enter one of the following notations and click on Enter To Display A Asset type accounts L Liability type accounts R Revenue type accounts E Expense type accounts Si Statistic type accounts M Money type accounts Accounts are displayed for the identified typ
14. Amounts Screen You use the Amounts screen in the Enter Edit Asset Routine to adjust the salvage value for an asset Page 43 Client Server Fixed Assets Application User Manual Adjustments to the salvage value of an asset are not required for INITIAL or INIT PR status assets When you adjust ACTIVE assets the system adjusts the New Amount prompt by the amount at the Amount To Add prompt The system adjusts all other related asset values using the amount at the Amount To Add prompt GL Distribution Screen Overview of the Enter Edit Asset Routine GL Distribution Screen Use this screen to define the GL accounts or departments to debit whenever dollar amounts for the GL Value change Also you can allocate percentages of the total calculated schedule amount and distribute them to different accounts or departments This feature lets you to allocate schedule amounts for an asset to several departments or accounts For example for the ACC DEPR value you could distribute 60 30 and 10 of the total calculated schedule amount to three departments or accounts Page 44 Client Server Fixed Assets Application User Manual A BLDG Process Asset i 00023 INITIAL Seneca Jl Jl Jes By Account or Department ACCT Account or Department Percent Account Description or Department Name 01 4480 3600 100 MCH OCCUPATIONAL HLTH 3600 FORMS PRINTED Total Percent Distributed 100 Identifying GL Accounts for Value
15. Client Server Fixed Assets Application User Manual For Value From Facility From Asset Number Thru Facility Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Year Thru Acquired Date Active or Retired or Both Activity Comparison by Years by Class Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by class This report lists assets with a status of ACTIVE or RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers e fiscal years e acquired dates Report Information This report contains the following information e open balance by period e close balance by period e transaction amounts e schedule information Page 133 Client Server Fixed Assets Application User Manual For Value From Facility Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Year Thru Acquired Date Active or Retired or Both Activity Comparison by Years by Department Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by department This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within department e fiscal years e acquired dates Report Information This report contains th
16. FOR PERIOD JAN 98 VALUE ANNUAL DUE YEAR TO DATE SCHEDULED PR 31221 04 8355 57 2540 50 POSTED You can list this report for a set of asset values Report Information This report contains the following information for each GL account affected by the selected asset values e total annual depreciation due by GL account number e the current YTD total for depreciation for all GL accounts total of scheduled transactions for the current period remaining balance due for the year affected GL account summary of debits and credits in the current period Page 83 Client Server Fixed Assets Application User Manual List Scheduled Transactions Detail by Number Use this routine to list all scheduled transactions for one asset value and selected facilities Assets are sorted by asset number If you select only one facility s schedule a pop up screen allows you to select a range of asset numbers If you select more than one schedule the routine automatically lists all asset number ranges for the facilities highlighted E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt This report helps you check whether e all scheduled transactions are correct prior to posting e any scheduled transactions were posted for the year to date E Note Derived values do not appear on this report The system creates these values only
17. Remove Schedule Function 5059s ses a 82 Create Scheduled Transactions Routine 0 cccccccssccssseceeseeeesseeeesseeeeseecessesessseeeeseeessteesseeeees 82 View Scheduled Transactions Routine c ccccsccccsscessseeeeseeessnecesseeeesseceesseessseeeesesessseeesseees 82 Least Options Mentsen a asthe gs cde nee ate ieee ets 83 Overview of the List Options Menu Process Schedules Screen ooooooccooccnoooncconcnononnnnnos 83 List Summary Routine ekra tataisaataaasseei R EES 83 List Scheduled Transactions Detail by Number ooooonoccconoccnonocononnononcncnnnncnonononononcnnnnnos 84 List Scheduled Transactions Detail by ClasS oooocconococinocacononononcnononcncnnnnonononononcncnnnnoos 84 List Scheduled Transactions Detail by Department ooooccnnocccnooccnononcnoncncnonnnnnnonononcncnnnnnos 85 List Facilities Needing Schedule TransactioWS ooooooocccoooncnoncncoonnnnononononcncnnnnonononcnonnncnnnnno 86 Add Re Calculate Delete Scheduled Transactions Routine oooocononocconcncoonnnconnnononcncnonononnnos 86 Overview of the Add Re Calculate Delete Scheduled Transactions Routine 86 Prerequisites for Adding Scheduled Transactions ooooconocccconcncononononononononconnnonononononcncnnnnno 87 Viewing Scheduled Transactions ccsccccescceesssceeseceesneeesseeeeeseecesecenseecesseeeesesesseeeenseees 87 Viewing Scheduled Transactions Using The Add Re Calculate Delete Scheduled Tra sa tio s
18. Routine The system uses the asset information associated with the link number to create the fixed asset You can then edit the new asset accordingly with the Process Asset Routine Copying Asset Information If a new asset or a set of new assets requires information similar to the information for an existing asset use the Replicate Asset Routine to copy the following from the current asset to the new asset Page 30 Client Server Fixed Assets Application User Manual e class e description comments associated with the asset e vendor and manufacturer GL department that uses the asset e GL accounts for purchase and accumulated depreciation e GL distributions e schedules e starting dollar amounts for values from the FA Value Dictionary Note The status for the new asset is INITIAL Entering Asset Information From Other Vendors Systems For more information about converting assets from other vendors systems contact your MEDITECH Implementation Applications Specialist Listing Conversion Information for Assets The Conversion Tape Log records all discrepancies when converting assets from your existing vendor s system to MEDITECH s Fixed Asset System Please call your MEDITECH Implementation Applications Specialist for details Reverse Asset Routine For this routine to function a prior period adjustment journal must be defined in FA s parameter Use this routine to reverse assets that were initi
19. Selecting the Method Schedules Screen oooooocccooocccoooncnoncncnonnnconononononcnonnnnnncncnonnncnnnss 50 Scheduling Amounts Using Tables Schedules Screen oooooccnnocccooocncononcnoncnononcnonnnos 50 Scheduling Amounts Directly Schedules Screen oooooconoconnonccconcncnoncncnonnncnoncnoncncnnnos 50 Viewing and Listing Projections ccsccecessccssseceeseecesneeesseeeeeeecesseceneeeeseeeessesenseeeeeseees 50 Viewing an INITIAL Asset s Schedule Projections Schedules Screen 50 Modifying an INITIAL Asset s Schedule Projections Schedules Screen 51 Listing an INITIAL Asset s Schedule Projections Schedules Screen oooooocccoon coo 51 Viewing an ACTIVE Asset s Schedule Projections Schedules Screen 51 Listing an ACTIVE Asset s Schedule Projections Schedules Screen ooooooocccnonooo 52 COMME O aio 52 Overview of the Enter Edit Asset Routine Comments Screen ooooccnnooccooncncoonnnconnnonnnonnns 52 Using Unique Comment Numbers Comments Screen ooooconoocccnooncnoncncnonnnnonnncnonancnoncncnnoss 53 Using Specific Numbers for Comments Comments Screen oocooconoconcocononanonanonncnanananannns 54 CustomerDefincd O iii iia 54 Enter Edit Asset Routine Customer Defined Sereen oooconnccnnoccnococonanonnconnanonaconnconnacanaconos 54 Print Current Status Report Routine 1 patilla lion hablais coto tad i iii TOTES 55 Print Current Status Re
20. You can use this function for assets schedules and compiled reports System Status Use this function to view system status and to access the Check Background Close Period and Refresh functions Check Background Close Period Use this function to view the status on the progress of closing a period Refresh Use this function to refresh the System Status screen Preferences Use this function to access user defined preferences and default values for the user signed into the desktop You can access the Additional Reports Menu field and preferences for all users via the Preferences Dictionary Page 13 Client Server Fixed Assets Application User Manual Clerk Desktop MEDITECH Process Assets From Asset Beginning Thru Asset 00029 COMPUTER DESK ACTIVE CAPLSE 01 6600 REFRIGERATOR INITIAL BLDG 01 3100 COMPUTER INIT PR BLOG 01 3100 LAMPS INITIAL CAP LSE 01 6500 TELEPHONE ACTIVE BLOG 01 3200 ADJUSTABLE BEO ACTIVE LAND IMP 01 7200 CAT SCAN MACHINE INITIAL BLDG 01 7010 INTERCOM SYSTEM ACTIVE BLOG 01 6030 REFRIGERATOR INIT PR BLOG 01 3100 Ca g To oO To To o To To To GI 01 1454 0000 i 01 1460 0040 FA Department Manager Desktop The Department Manager Desktop provides the following functions e Assets Inquiry e Sch Reports e Reports Compiled Reports e Custom Reports GL Budget e Select e System Status e Preferences Page 14 Client Server Fixed Assets Application User Manual A
21. dictionaries routines and reports that help MEDITECH staff install and maintain a module tracking number An internal number that the system assigns to an auth referral when the referral is entered into the system If no authorization number or precertification intermediary number is available for an auth referral the system uses the tracking number to identify the referral on referral Lookups and in the Authorization Number field on the Process Referral and Process Referral by Patient screens training printer The device to which all reports and requisitions print during staff training transaction type The transactions noted in the ITS Transaction Log or LAB Transaction Log reports indicate whether the transaction e incurred an error E e was transmitted successfully F An example of an error is when a procedure does not exist in the Order Entry Module OE and the Imaging amp Therapeutic Services Module ITS attempts to transmit this procedure Page 274 Client Server Fixed Assets Application User Manual transaction type A standardized group of significant edits that your organization can monitor For example you might want to monitor the edits that were made to the PCPs on a group of referrals during a particular period of time Transaction types supplied by MEDITECH are defined in the ARM toolbox and associated with patient or referral fields on your screen type ahead Lookup A system search for item
22. job COMPILED The report was created PURGE The report data was purged HALTED A user halted the compilation of the report CRASHED The report compilation crashed no status The report has never been compiled You must compile the report prior to printing it confidential status A status indicating that information for a patient is private Access to confidential information is restricted to authorized users only In a Lookup the letter c appears to the left of a confidential patient s name Patient confidentiality is assigned through routines in various MEDITECH modules as shown below Routine Module Enter Edit VIP Confidential Status Routine Admissions Location Dictionary MIS Enter Edit Patient Routine Medical Records Enter Edit Temporary Location Routine Order Entry patients at a confidential location Page 218 Client Server Fixed Assets Application User Manual Compare with VIP status and sealed records continuous order An order that remains active indefinitely until canceled or put on hold Continuous orders are generated daily by the Midnight Run contraindication A patient condition that precludes prescribing a specific medication That is a patient with this condition should not take the medication at all or only in reduced doses because of potential side effects For example drugs that affect the kidneys such as gentamicin are contraindicated for patients with impaired renal funct
23. or department in the column header to sort the table by the criteria you want Click assets to view additional information in the fields below Click check boxes to insert checkmarks and to select assets Click again to remove checkmarks and to de select assets When you select assets you can access footer buttons Use footer buttons to Remove Check for Activation Activate Retire Delete and Replicate assets You can also Initialize from MM Change Asset Number and List Remove Use this function to remove assets from the current asset table When you use this function you do not purge or delete assets from the system Use the Select function to add assets back to the table Check for Activation Use this function to determine whether initial assets are eligible for activation After you file the routine the system generates the Initial Assets Not Eligible for Activation report This report lists assets not eligible for activation and reasons Activate Select assets and then use this function to activate those which are ready Retire Select one active asset and use this function to retire it Delete Use this function to delete an asset from the system Page 25 Client Server Fixed Assets Application User Manual Replicate Use this function to create new assets from one that exists You can copy all the information from an asset or you can copy specific fields Initialize from MM Use this function
24. transaction for any asset value You enter the following asset information e asset value at the Value prompt e asset number at the Asset prompt A message asks you to recalculate or delete the scheduled transaction To exit the routine you must click on Re calculate When you do the system recalculates the scheduled transaction Note that the scheduled transaction does not change unless you have changed one or more of the factors used to determine the amount of changes to the asset s values If no transaction exists for an eligible ACTIVE asset the system asks you to add that is create a scheduled transaction Reviewing the Scheduled Transactions After you create scheduled transactions you can view them via the Create Scheduled Transactions Routine You can also print them to see if Page 87 Client Server Fixed Assets Application User Manual e they are correct some require adjustments e all require adjustments Recalculating Scheduled Transactions If you change an asset s amount you must recalculate the value s scheduled transaction For example assume your health care organization has just completed a new wing on your building The new wing increases the cost of the asset You should also recalculate an asset s scheduled transaction if for example you change the dollar amount of any of the asset s non derived values since scheduled transactions were created for the fiscal period To recalculate an asset s s
25. Budgets Routine List GL Budget Transfer File Routine Delete GL Budget Transfer File Routine List GL Batches Routine Fixed Assets Information List GL Batches By Account Routine Department Expense Report Routine List Department Distribution Discrepancies Routine Create GL Budgets Routine Use this routine to create the GL Budget File This file contains asset depreciation expenses which are a part of the overall budget General Ledger GL creates You must be authorized to use the purchasing facilities that you enter Budgets enable your facility to determine future expenses and the need for expense reduction Page 172 Client Server Fixed Assets Application User Manual This routine distributes the total asset depreciation expense for each GL account across the future fiscal year depending on the GL Value s frequency entered in the Schedule Frequency prompt in the FA Value Dictionary If the schedule frequency is defined as GL PERIOD the system distributes the depreciation expense across twelve months If the schedule frequency is defined as YEAR END the depreciation expense is entered into the last month of the fiscal year Create GL Budgets from Schedule Projection File Number Status Facility Created Fiscal Year Select By Select By From From Thru Thru List GL Budget Transfer File Routine Use this routine to list the GL Budget File in General Ledger GL account number sequence Use
26. INIT PR e ACTIVE and have not had any of their values changed E Note After you delete an asset the system no longer has any record To delete the asset click on Yes Otherwise click on No If you delete the asset the following events occur e data is removed from all fields on the Process screen except for the Asset prompt e Deleted appears at the Dese prompt e all buttons are disabled After the system deletes the asset you can continue to process other assets You can delete assets that are e unusable and have a status of INITIAL or INIT PR e ACTIVE and have not had any of their values changed Page 63 Client Server Fixed Assets Application User Manual Maintaining and Monitoring Assets Overview for Maintaining and Monitoring Assets The maintenance and monitoring of assets preserves data integrity in the Fixed Assets FA Module Unless assets are maintained and monitored the system does not reflect reality For example if you do not increase the value of an asset after a capital improvement the asset s COST and BOOK values are incorrect Therefore all assets require some maintenance within the FA Module during their useful lives You can also monitor assets via several reports These reports provide a picture of an asset at a particular point in it s useful life Viewing this information enables you to make decisions about the asset For example based on an asset s information you might decide to retire th
27. INITIAL A new asset that has incomplete information or has not yet had transactions scheduled ACTIVE An asset that has transactions scheduled to change its values RETIRED An asset that has been fully depreciated or has reached the end of its useful life status date The date the asset received its current status Page 271 Client Server Fixed Assets Application User Manual stock order A request for stock items supplies or materials for a department or care area Requisitions typically are ordered for a location rather than for a patient However on some occasions a stock requisition can be entered for patient use on patient s behalf stock requistions A hardcopy form that is printed after a user enters a stock order for stock items supplies or materials straight line method One of five standard methods of calculating depreciation This method allocates an equal share of the asset s cost to each period the asset is in use subscriber An insurance plan member entitled to receive coverage either because the member pays the premiums on an insurance policy or some organization such as an employer pays the premiums on the member s behalf Sum of the Year s Digits One of the five standard methods of calculating depreciation This method is an accelerated depreciation method where a large portion of the asset s cost is written off at the beginning of its useful life supplemental text Text linked to an interventi
28. MEDITECH Process Assets From Asset Beginning ACTIVE CAP LSE 01 6600 INITIAL BLDG 01 3100 INIT PR BLOG 01 3100 INITIAL CAP LSE 01 6500 ACTIVE BLDG 01 3200 INITIAL EQUIP 01 7200 CAT SCAN MACHINE INITIAL BLOG 01 7010 STRAW PLASTIC E 2 841 ACTIVE BLDG 01 3100 INTERCOM SYSTEM ACTIVE BLOG 01 6030 REFRIGERATOR INIT PR BLDG 01 3100 COMPUTER INITIAL CAP LSE 01 3100 COMPUTER MONITOR ACTIVE BLOG 01 6500 CARTRIDGE OXYGEN SENSOR INITIAL CAP LSE 01 6600 CARTRIDGE OXYGEN SENSOR INITIAL CAP LSE 01 6600 01 1454 0000 01 1460 0040 COMPMICRO Page 28 Client Server Fixed Assets Application User Manual Entering Assets Overview for Entering Assets Any asset acquired through a capital expenditure is entered in the Fixed Assets Module FA for the purpose of calculating tracking and reporting on depreciation expenses FA contains various types of asset information from many sources You can also enter new assets or create assets by copying asset information from assets that already exist in the FA Module Types of Asset Information You enter assets into the system by first entering general information for identification and reporting purposes This information includes e identification e location e acquisition e vendor e manufacturer General Ledger GL accounts Asset values reflects your facility s accounting needs and practices Sources of Asset Information New asset information in the system can come from the
29. Module creates General Ledger transactions for retirement adjustments Unless you request RETIRED assets to appear on reports they do not appear on reports E Note You cannot change the status of a RETIRED asset MEDITECH recommends that you retire assets after you fully depreciate them Retiring Assets Early You can retire assets before they reach the end of the schedules for calculating values You may want to retire an asset early if the asset is Page 61 Client Server Fixed Assets Application User Manual e obsolete e traded in e sold e broken beyond repair e replaced e damaged e donated Documenting Reason and Date Asset Retired After you select the asset you are retiring in the Process Asset Routine use the Retire Asset Process Asset Routine to retire the asset E Note To retire an asset you must change its status to RETIRED Entering information at the Retired Date prompt in Enter Edit Asset General Information Process Asset Routine does not retire an asset Creating GL Transactions for RETIRED Assets If you enter Y at the Create GL Transactions prompt in the Retire Asset Process Asset Routine the Fixed Assets Module FA creates General Ledger GL transactions for retirement adjustments E Note FA creates GL transactions for retirement adjustments only if e the value to create GL transactions for example BOOK is defined in the FA parameters at the GL Cost Value prompt e the asset s class has
30. NO 8 A ne NON 8 O EN 8 Compiled Reports a nes doc 0k tac ek bs not outed a os oak do 8 Custom Reports tips 8 GL BudT Otis dd dd dd dd AEE EEEE OEE OE ERE di wt 9 Selina ini ieee a iaa a aa 9 SNS SAS tt an ele 9 IPLETETEN CES AI AAA A A ea ER OR A Bade aR 9 FA Clerk Desktop cccccccccesscesssseeessceeseeesssecesseecessecesseeceeseecessesesseeeeeseecesseeesseeeesseeeessesensneeeeseees 10 FA Department Manager DeSktop cceccccssscessscessseceeseeeesecessaeeesseecesseecessecenseeeseseeeeseesesseeeeaes 14 ASIS unan shane aaa tes 15 SCR EPON S ee ae ee e to AS eta a tes 15 REPOTES EEE EEE EE E EEEE 15 COMpilE A L NO EEE EE EEE ERE AEE EEEE EREEREER AA 15 Custom Reports fei cuits dite Askin E 16 6 EA B SE Ca 8c ee ee ce eRe e ee 16 SS wil aswel Svar eee ASEEN ate We E SEEE 16 PLE LEO CES A dildo 16 FA Emancial Director Desktop 0 we e A REAA 17 ASI a E a 18 O a a on en A E E 18 DSTO TRL Aa 00 0 Se ER it al o illa aia 18 A ON 18 Custom Reports cn cerca tates hectic een eee ee a ane odia eee 19 GE Bud Situada 19 A vd nbs kn peda dish eM RoE 19 SYSTEMS AUS A di adie 19 A osoenean E eE EE abil AEE oe eet 19 FA Manager DeSktop c ccecscccsssscessecesseecesecessneceeseccesseeenseeeeeseecesseeceseeeesseecesseeessseeeeeeeesteaeeeaes 20 RA Supervisor Desktop eee a a a aa e it A o 24 Entering ASAS A i 29 Overview for Entering A a a a 29 Types of Asset Information issn ei a E e e a a 29 Sources of Asset norma recobrar
31. Report ras 109 Overview of Standard Value Reports cccccecsscccsssccssseeeeseeeesneeessseceeseecesseseseeeeeeeeeseseaeees 109 Period Standard Value Report by Number Routine ooooocnnoocccoocncoonnnononncnoncnonnnonononcnonnnnnnnos 110 Period Standard Value Report by Class Routine ooooooconococooocncoonnnnonnnonononcnonnnconn non nncnnnos 111 Period Standard Value Report by Department Routine oooooccnocccoooccnonancnoncncnonnnconnnonannnnoss 112 Current Year Standard Value Report by Number Routine oooonoccccoocccoooncnonnnononcnononcnnnnnos 113 Current Year Standard Value Report by Class RQU INE ooooooocccnocccooncncooanononononononcnonnnnnnnos 114 Current Year Standard Value Report by Department ROUtINE ooooooocccoooccconanononcncnoncnonnnos 114 Standard Medicare Asset Report ccccccssccsssecesseccesseceeseeceeeceesseeessecesseeeneeeeeeeessseeesseeeees 115 ACUVIY RE POTS a TES 116 Overview of Activity Reports ccccccesscessssceessecessecesseeceeseeseeceeseecessesessceceeseecsesesensaeeseaeees 116 A aia 117 Activity Reports Summaries coooocccoocccnooncnoncncnoncnnonononononcnnnnnonnncnon nn cnn n nn nano nrnn nn naar nnnannninnss 117 Activity Summary Reports By GL PerlOd oooooconococinoccnononcnononononcnconononononcnonnnonnncnoncncnoss 117 Overview of Activity Summary Reports By GL Period ooooconococonocncoonnnconnononcnononnnos 117 Activity Summary for One Value by Period by Numbe
32. User Manual Controlling Access Security Using the Option Set and Access Dictionaries Overview Creating Security Levels Example Creating Security Levels Example Overview Creating the Option Set via the FA Option Set Dictionary Entering Buttons Manually via the FA Option Set Dictionary Defining Buttons for Routines via the FA Option Set Dictionary Creating Menus for Buttons via the FA Option Set Dictionary Linking Users via the FA Access Dictionary Editing and Deleting Buttons Overview for the Creating Security Levels Example Assume you are setting up a new option set that includes only specific accounting routines You must also assign a group of users to the new option set This example illustrates how you define the option set in the FA Option Set Dictionary and then you assign users to the option set via the FA Access Dictionary This example takes you step by step through the various methods of creating security levels E Note Each topic in this example displays the section of the screen the topic is describing The boxed numbers correspond with a step You can also click on any prompt on these screen images for more information about the prompt Entering Buttons Manually for the Process Screen Step 1 At the Button prompt use the Lookup to view a list of buttons Select a button to include on the process screen and click ED Page 177 Client Server Fixed Assets Application User Manual S
33. a cancellation Page 247 Client Server Fixed Assets Application User Manual outcome The goal of patient care intervention outpatient A patient who visits your health care organization for treatment but does not incur automatic room and bed charges Outpatients undergo registration rather than admission output Processed data that prints either to paper or to a screen output format A printed order The printing format determines the content and appearance of the printed order form The MEDITECH system is delivered with over 30 standard output formats M See Also Table of OE Standard Output Formats override comment A pre defined comment that may be required by the PHA Customer Defined Parameters whenever a medication order fails a check in Pharmacy for an allergy duplicate order drug interaction adverse drug reaction food interaction or disease contraindication Override comments may also be required for clinical indications Valid override comments are defined in the PHA Override Comment Dictionary The OE System Parameters specify which interaction checks are carried out when an order is entered in OE POM or via the Web order page If an override comment is required you must enter a comment before you can file the order in OE Such override comments appear on the Interactions Overridden Report in the Pharmacy Module overtype mode A text entry mode in which each character you type overwrites any charac
34. a fiscal year You can print the standard value reports using the following formats Page 109 Client Server Fixed Assets Application User Manual e GL period by Number by Class by Department e fiscal year by Number by Class by Department You can also print the Standard MEDICARE Asset Report Period Standard Value Report by Number Routine Use this routine to list amounts for standard values COST ACC DEPR BOOK and SALVAGE for ACTIVE assets or RETIRED assets or both within the following criteria e a specific GL period e ranges of purchasing facilities and asset numbers Report Information This report contains the following information e purchase facility ACC DEPR for GL period fiscal year and year to date e acquired date e dollar value of all standard values e schedule start date e total years in schedule e current year in schedule You can print this report in detail or summary format The detail report lists information for each facility The summary report lists only totals for each facility and the grand totals Page 110 Client Server Fixed Assets Application User Manual From Facility GL Period Thru Facility From Asset Number Thru Asset Number Detail or Summary Period Standard Value Report by Class Routine Use this routine to list amounts for standard values COST ACC DEPR BOOK and SALVAGE for ACTIVE assets within the following criteria e a specific GL per
35. allows eligible users to sign reports orders and patient records that are electronically stored This feature allows your providers to verify records without signing paper copies It also allows your health care organization to store reports and patient records electronically eliminating voluminous paper files EMR Enterprise Medical Record A MEDITECH module that collects stores and displays clinical data for patients within a health care organization Health care providers use EMR to access multiple sources of patient information at one time EMR accepts data from many separate MEDITECH enterprises such as hospitals clinics and provider offices as well as data from outside vendor applications Patient information processed by EMR ranges from demographic and status data to orders performed and medications administered during a visit Because this information is never purged from EMR patient histories are permanently maintained E Note For certain facilities for example employee health and veterinary lab testing you may not want patient data to go to the EMR Therefore in the MIS Facility Dictionary MIS System Dictionaries in the MIS Toolbox the prompt Suppress Page 226 Client Server Fixed Assets Application User Manual from EMR can be set to Y to prevent data transfer from NUR PCS and other Modules EMR Identifier EMR ID The unique name assigned in various dictionaries to EMR items The EMR ID is the
36. amount of annual depreciation is taken for the first and last years of the scheduled period ignoring the schedule start date Number of Periods to Keep Transactions Parameter Enter the number of periods you are keeping when purging transactions The minimum required number of transaction detail months you must maintain is three months Number of Complete Fiscal Years to Keep Period Amounts Parameter Enter the number of complete fiscal years period information you are keeping The system requires that at least one year of period information be maintained Number of Periods to Keep GL Distribution Index Parameter Enter the number of months of GL interface information to keep when creating the Department Expense Detail Report The information for this report is available for the preceding number of months specified here The minimum number is fifteen months Number of Complete Fiscal Years to Keep Retired Assets Parameter Enter the number of complete fiscal years you want RETIRED assets to remain in the system before they are eligible for purging If you enter 0 or leave this parameter blank you disable the Fixed Assets purge functions If you enter a non zero numeric value this parameter specifies the minimum number of complete fiscal years in which to retain RETIRED assets The system bases the cutoff date for the purge routines on this parameter An asset must have a status of RETIRED for at least 1 year before you can purge it
37. and financial matters an intermediary may perform other functions such as providing consultative services to providers serving as a center for communication with providers or making audits of providers needs An intermediary may also contract out some portion of the financial risk associated with a particular benefit plan to a satellite Managed Care office intermediary number See precertification number internal name A name given to a report for the purpose of locating the report The internal name does not appear on the report The first five characters of the report zcus are assigned by the system You supply additional characters to identify the report Internet Gateway A Web browser based product that organizes information in HTML format from your clinical administrative and financial modules for access over the Internet and intranets All MEDITECH information transmitted over the Internet is encrypted scrambled to ensure security The Internet Gateway gives the following authorized users real time access to pertinent health care information e Care Providers e Information Systems Staff e Executives Other Employees e Administrators e Patients These users can access the information from within a health care facility or from a remote location such as the user s home The Internet Gateway is interactive For example patients can request appointments or prescription renewals Page 236 Client Server Fixed As
38. are merged with the selected patient merge unmerge merge To combine the records of a patient who has two or more medical record numbers into one patient record with one medical record number via the MRI Merge Patients Routine Merged patients do not appear on the ARM Patient Lookup Depending on your access you can use the Process Merged Records function to view and list merged patients records unmerge To return merged patient records to their original unmerged state via the MRI Unmerge Patients Routine merged patient See Merge From patient Microsoft Word queue A queue containing Microsoft Word documents for your ARM database waiting to be compiled assembled or created or printed Page 241 Client Server Fixed Assets Application User Manual Bote The background job that processes the Microsoft Word queue appears as MSWord Queue ClientPC in the MIS Process Background Job Routine Midnight Run A background job that runs daily at a set time usually at night when network activity is light A Midnight Run performs system maintenance tasks that vary by module For example in the Admissions Module the Midnight Run e compiles patient charges e updates the Admissions census and statistics e deletes inactive accounts e discharges recurring patients min max range The acceptable range of minimum and maximum percentage values at which an image is displayed MIS Medical Information System The MI
39. asset and totals for all amounts in the range of selected classes departments or asset numbers Page 85 Client Server Fixed Assets Application User Manual e asset description e scheduled annual amount e Y T D total amount e scheduled amount for current period e remaining balance due for the year e each affected GL account s debits and credits List Facilities Needing Schedule Transactions Use this report to determine which facilities need schedule transactions The following information appears on the report e Facility e Whether the schedule is created e Value e Date e Active status e User Add Re Calculate Delete Scheduled Transactions Routine Overview of the Add Re Calculate Delete Scheduled Transactions Routine Use this routine to adjust a scheduled transaction for a selected facility E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt After you enter the asset number the current scheduled transaction for the asset appears After you identify an asset and a value the system checks the validity of your request For example if no scheduled transaction exists for the asset and the year to date activity for the value is already equal to or greater than the annual amount due according to the schedule definition for the current fiscal year a message indicates that no scheduled transaction is due for the a
40. e Initial Assets Not Eligible for Activation Report immediately after the Check Eligibility of Initial Assets For Activation Routine e Current Status Reports e Current Value Report UL E Note You can use the Current Status Reports and the Current Value Report manually review each asset to ensure all information is entered From Facility E Thru Facility From Asset Number Thru Asset Number Restrict to Class Restrict to Department Listing Initial Assets Before Activation Use the following reports to verify INITIAL assets prior to activation e Current Status Reports e Current Value Report e Initial Assets Not Eligible for Activation Report Page 66 Client Server Fixed Assets Application User Manual Use these reports with the Initial Assets Not Eligible For Activation Report to correct assets after running the Check Eligibility For Activation Routine Correcting Ineligible Assets MEDITECH recommends you keep assets in the same sets for the Check Eligibility For Activation Routine Organizing assets in the same sets helps eliminates overlooking assets during the activation process If ineligible assets exist then e the Check Eligibility For Activation Routine was not run e a different set of selection criteria was used e additional assets now appear within the set specified in the Check Eligibility for Activation Routine Listing Ineligible Assets After you run the Check Eligibility For Activation Routin
41. e a schedule that has been posted e any direct transactions The preliminary report provides information that a site may need to determine changes that should be made before the final posting Page 149 Client Server Fixed Assets Application User Manual Report Type Period Current Period MAR 2004 Status From Facility From Class Thru Facility Thru Class From Dept Comparison Value Thru Dept Depreciation Value FA Asset Purge Process Screen Overview of the FA Asset Purge Process Screen Use the routines on this screen to permanently delete RETIRED assets from the Fixed Assets database in order to create more storage space E Note The ability to archive data requires the license and implementation of MEDITECH s Data Archiving application If your organization has not licensed Data Archiving please contact your marketing consultant for additional information The FA Asset Purge Process screen consists of the following routines You execute them in the order outlined below 1 Compile Asset Purge List 2 Asset Purge Report 3 Execute Purge The assets must meet the following criteria in order to be purged e a status of RETIRED e no scheduled transactions pending e no book value e exceeded the minimum number of years defined in the Number of Complete Fiscal Years to Keep Retired Assets parameter E Notes You may not have access to all of the routines Your access to these routines and wheth
42. ene 59 Initialize via MM AP Link Number Routine oooconoccnncccnocanonnconnconnnonnnonncnnnonnn nro ccoo nrnnc cnn ccnnnoo 60 Initialize via MM AP Link Number Process Asset ROutiN ooooconoocccnonnnoonncnoncncnnnnnos 60 Activate INITIAL Assets ROU G 60 Overview of the Activate INITIAL Assets Process Asset Routine oooooocccconccocncoonnnnnns 60 Activating Individual Assets Error Messages cccsccccsssccesssceeseeeeseeeeseeeessecessseeenseeeeaes 60 GN A chee ussanelubeteruySaduelnad aaae Eoaea EEE SEa E EAA AAA AAAA aA eE 61 Overview of the Retire Asset Process Asset Routine cooococnoncccoooccnoooncnononconnnnnanononancnnns 61 Documenting Reason and Date Asset Retired ooooooccnnocccconcncononcnonnnononcncnnn conan oncnoncncnnnnno 62 Creating GL Transactions for RETIRED Assets s ciccisssteiacasstvesieantennsaaeieeeivanteaaceaneeiarosaaniad 62 Sending Retirement Transactions to Gi ccccccccssccssseeeeseeeesseeeeseceeseeeseseeeesesessseeeeseeenes 62 Listing GL Transactions for RETIRED Assets ooooconocccooococononononcnononcncnnnncnononcnonnnconnnonannnnns 63 Listing Retired ASS usina init 63 Delete Asset Routinen cu cnc o2s seca span ce ae a aa a ea RAA Aa E oe EAE eaS ae raiat 63 Delete Asset Process Asset ROUNE eieiei anina n RORA ERE R A aa eE ae 63 Maintaining and Monitoring ASSEtS cccccccccccccccccccncccncncncononcnnononononononenonnenenennnnnos 64 Overview for Maintaining and Monitoring Assets
43. name by which a dictionary item appears in the Enterprise Medical Record EMR Items must have an EMR ID before they can appear in EMR The EMR ID allows you to differentiate similar items in various dictionaries For example a Microbiology procedure and a LAB test could have identical mnemonics within their respective dictionaries Assigning an EMR ID prevents any confusion in EMR EMR Item An item from one of several MEDITECH dictionaries that has been assigned an EMR ID Items can be tests interventions queries or procedures EMR prefix One or more characters that precede an EMR number The number prefix is determined by a health care organization and entered by a MEDITECH Applications Specialist using an EMR utility The prefix cannot e contain characters that are illegal in a Windows file name for example lt gt e end in a numeral e include lowercase alphabetical characters that is they must be capitalized MEDITECH recommends a one or two character upper case alphabetic prefix enterprise A health care organization comprised of several different types of care delivery services Examples include acute care hospitals long term care facilities home health agencies outpatient centers and physician practices For example in SCH multiple facilities can use one SCH database to book appointments at all the facilities in the enterprise Or several facilities can use multiple SCH databases to book appointmen
44. od 29 Entering NEWA SSES maae aa a a a a a 29 Transferring MM AP Linkage InforMatlON occooocccnoncccnoncnoononcnononcnnnnnnnnnncnonnncnonnnnnnnnonon cnica nnnnnnnss 30 Copying Asset Informatio Mesei e ado 30 Entering Asset Information From Other Vendors Systems ccceesceeeseceseceseeeeeeeeeeeneeesaeeeaees 31 Listing Conversion Information for Assets c ccccssccssssecsssseeeseeeessecesseeeeseecesseeeeeessesesseeeesseees 31 RENTAS Asset IU ndo 31 Identifying Individual Assets cccccccccssceesceesseceesseeeeseeceseeesseeeeesecceeeeessseeesseeessesessaeseseeeeesaes 32 Overview for Identifying Individual Assets ccccccessccesseceeseeeeeseceessecesseeeceeeeessesenseeeeeseees 32 Definmg a Class online el em aes 33 Specityinoa PYPE seran E me ee en ee 33 Entering Locations usina 33 Identifying the Department That Uses the ASS6t ooooccnocccoonocooocncooonnnonnnonononcnonnncnnnncnonnncnnnnnos 34 Entering Acquisition and Retired Dates oooooccnnoconoooccnoncnononnnnonononononcnnn conan oncnnnncnnnncnnnnncnnnnno 34 Entering PO Vendor and Manufacturer Information oooonooccconcccnonnnconnnonononcnonnnnononcnonnncnnnnnos 34 Defining General Ledger ACCOUNTS ccccccscccessccesseeeeseeeeeseeesseeeeeseecesseeessseeeeseeceseeensaeeseaaees 34 Overview for Defining GL Accounts 000 eccceescceessseeeseceeseeeenecesseceesseeesseeeeeseeensseeeeseeees 34 Changing a GL Department Number coooooconocccinocncooonn
45. of calculating depreciation You use the table method as an alternative to the standard and direct entry methods For example you can define a table to change a value s amount by varying percentages for each year the asset is active temporary location The location for a patient temporarily removed from his or her permanent locations For example if a patient s location appears as t 1E in the Enter Orders Routine t 1E is defined as the patient s temporary location in the Order Entry Module not in the Admissions Module While a patient is assigned to a temporary location such as the operating room the system sends all messages for the patient to the temporary location Test system A system that MEDITECH sets up for customers to use for Page 273 Client Server Fixed Assets Application User Manual e training users e testing software updates timeline A timetable of events for a critical path plan of care Based on the diagnoses the timeline lists what interventions are performed and the expected outcomes For critical paths based on days the timeline defines the length of the stay and the target dates and times relative to the individual s stay For paths based on levels of care the timeline defines the number of levels and duration of each level toolbox A set of utility routines that have a fundamental impact on a module Only MEDITECH consultants have access to the toolbox The toolbox includes the parameters
46. ooooooccnnocccconcncnonnnnnnnss 188 Account Expression for GL Distribution by Departments Parameter oooooonnoccnnocccnoncncnonnnnnos 189 Max Asset Number Length Parameter ccccccccssscessscceesecesseceeseecesseeeeseeeesseeeesesenseeeesnes 189 Period Based Straight Line Calculation Parameter ooconnconinccioconococonccoonononaconaconncnnnanonacnnnonns 189 GL ICT Account Expression in CRP or SUP Parameter oo ee eeeceeeeeeteceteceseeeseeeeseeeaeeeeee 190 Depreciation Methods Parameters ccccccssscssseessseeeeseceesneeesseeeeeseeceseeessseeeseeeeseeessseeengs 191 Number of Periods to Keep Transactions ParamMeteT oooconocccnoncccoooncnonnnononnnononnnnnnnncnoncncnnnnnos 191 Number of Complete Fiscal Years to Keep Period Amounts ParamMeter oooooonnconnconiccnnocanonoss 191 Number of Periods to Keep GL Distribution Index Parameter ooooconncononocionononononanonnconnonnos 191 Number of Complete Fiscal Years to Keep Retired Assets ParaMeter oooonoconnconnccnnoccnococonoss 191 Archive Purged Assets Parameter cccccccccssccsssecssseceesecesseeesseeeesecessseeesseeeesesessseseneeenes 192 Facility Specific Default Parameters ccccccccssccsssseeessceesseceesseeeeeeceseeessseeesseeeeseeenseeeaes 192 Standard Default Paraestatal 192 Standard Medicare Old Asset Date Parameter oooooconoccnococooccnocaconnconncnnnaconoconncnnna con ncnnnannnacnnos 193 FA Preferences DICHONATY io oo ii ai 194 Overview of the FA P
47. or maintain an asset within that class you can enter CDS information via the Customer Defined screen in the Enter Edit Asset Routine You can also list CDS information via the List Customer Defined Asset Data Process Asset Routine The following graphic illustrates the steps you take to create and use a CDS in FA Page 54 Client Server Fixed Assets Application User Manual in MIS 1 Create the customer defined screen type is FA ASSET E Enter Edit Customer Defined Screen Dictionary Routine inFA 2 Identify the CDS screen in Fixed Assets Class Dictionary O Enter Edit Class Dictionary Routine 3 Users resond to the CDS prompts within the Process Asset Routine o 0 Process Asset Routine 57 Enter Edit Asset Customer Defined Data Routine 4 Users can list the information Process Asset Routine List Customer Defined Asset Data Routine List Assets by Number Routine List Assets by Department Routine List Assets by Class Routine Print Current Status Report Routine Print Current Status Report Process Asset Routine This report presents the following information for the asset currently identified on the Process Asset screen e general information e amounts e schedules e GL distribution List Options List Comments Process Asset Routine Use this routine to print or view any or all of the comments entered for the asset currently identified on the Process Asset screen List Customer Defined A
48. patient s insurance carrier authorized coverage in accordance with the terms of the referral CANCELLE The referral was withdrawn D CLOSED All authorized services on the referral were provided DENIED Coverage was refused under the patient s insurance plan EXPIRED The referral s expiration date if any has passed or before care any or all was provided PENDING The patient s insurance carrier is reviewing the referral Page 262 Client Server Fixed Assets Application User Manual You can also create alternate statuses and map them to one of the above statuses via the ARM Alternate Referral Status Dictionary referral type A classification system that you set up to group similar procedures for use on referrals Referral types classify referrals according to the usual types of procedures or services included on an auth referral for example office visit physical therapy or surgery You also use referral type to designate whether an auth referral is an inpatient or outpatient type You can assign services or groups of services to a referral type so that auth referrals containing these services contain similar information for example limits on units or expiration dates Referral types are defined in the MIS Referral Type Dictionary Referrals need to be reviewed immediately Registration Category Canada A classification that Canadian health care organizations use during the admissions process to assign pat
49. period You can specify the list to include any user defined range of GL periods By Period Activity Detail Process Asset Routine Use this routine to generate a detailed listing of period activity recorded for one value of the asset currently identified on the Process Asset screen When you select the routine the Activity Detail screen appears where you define the following information for which you want to run the report Page 56 Client Server Fixed Assets Application User Manual e Asset value e Range of periods e Range of acquired dates A separate page is produced for each fiscal period you specify Besides displaying the value s amount at the opening of the period total activity recorded during the period and the closing amount the list also displays information about every transaction that took place during the period Each transaction is identified by a number e adate e whether it was direct or scheduled D S e an amount e the initials of the user who entered it e if itis a derived value and therefore the result of another transaction the value and number of the transaction that caused it Activity Reports by Year Overview of the Activity Reports by Year Process Asset Routines The following activity reports by year may appear on the Process Asset screen individually as a button or grouped in a menu on a button e By Year Activity Summary All Values e By Year Activity Summary One Value e By Y
50. physician The review time is customer defined and can be different for each diet ring A distinct set of source and object code A universe can have multiple rings for example the TEST and LIVE rings which are defined in the UNV Ring Dictionary When defining a ring consultants specify the servers on which the various parts of the code are placed A ring needs one of each type of server drive Programs VMagic Data Other Data and Shared Files route The method of medication administration IV PO IM routine A series of related prompts on one or more screens Routines typically allow users to collect data process data or generate output such as reports or forms rule One or more lines of code that are interpreted during a routine Rules may be created by MEDITECH consultants or users to handle specific requirements of a health care organization You can define rules to do many things For example you can define rules to e restrict orders to a certain age range or gender e query the user further about patient information entered e send weekend reports to a specific printer e flash a warning message e ask a question e prevent a user from proceeding salvage A non derived value defined by your health care organization Salvage value is equal to the amount the asset is worth at the end of its useful life Page 265 Client Server Fixed Assets Application User Manual schedule A set of criteria that de
51. remove checkmarks and to de select assets When you select assets you can access footer buttons Use footer buttons to Remove and List assets Remove Use this function to remove assets from the current asset table When you use this function you do not purge or delete assets from the system Use the Select function to add assets back to the table List Use this function to generate a variety of reports for assets that you select Page 7 Client Server Fixed Assets Application User Manual Inquiry Select an asset from the Process Assets screen to gain access to the Inquiry function Use this function and buttons such as General and Amounts to view information Sch Reports Use this function to generate a variety of schedule related reports Reports Use this function to generate a variety of assets related reports Compiled Reports Use this function to select and then to view information about compiled reports Click report title status or number of records in the column header to sort the table by the criteria you want Click the report to view additional information in the fields below Click check boxes to insert checkmarks and to select compiled reports Click again to remove checkmarks and to de select compiled reports When you select compiled reports you can access footer buttons Use footer buttons to View List Print or Purge View Use this function to view the configuration of a compiled re
52. rule etc data item A single piece of information on a panel For example on the Vital Signs panel the data items listed are temperature pulse respiratory rate and blood pressure date retired The date you retire an ACTIVE asset For INITIAL assets this is the date you propose to retire the asset Declining Balance 125 One of five standard methods of calculating depreciation This method is an accelerated depreciation method where a large portion of the asset s cost is written off at the beginning of its useful life The system calculates the amount of the depreciation using 125 Declining Balance 150 One of five standard methods of calculating depreciation This method is an accelerated depreciation method where a large portion of the asset s cost is written off at the beginning of its useful life The system calculates the amount of the depreciation using 150 deductible An initial amount specified in an insurance policy from which a benefit plan is exempted The policy holder must pay this amount before the plan covers any remaining expenses under the terms of the policy Page 221 Client Server Fixed Assets Application User Manual default response A pre determined prompt response that automatically appears at certain prompts You can edit default responses delay queue A temporary location in which new Order Entry Module OE orders are placed after they have been unsuccessfully transmitted several times f
53. same PPR account number practice An organized group of health care providers who usually work together in the same location Also referred to as a care group precertification number A temporary authorization number used by some insurance carriers to identify an auth referral before the auth referral is approved Also called intermediate number by some organizations If no authorization number is available for an auth referral the system uses the precertification or intermediary number as the auth referral s authorization number If a temporary authorization number prefix is defined in your ARM parameters for example PRECRT or INTERM that prefix appears in front of the precertification number on auth referral Lookups and in the Authorization Number field on the Process Auth Referral and Process Auth Referral by Patient screens premium The amount paid or payable often in installments for an insurance policy primary plan The insurance plan that is billed first when a patient is insured by two or more plans In a coordination of benefits situation the primary plan pays the full benefits provided by its plan before any benefits are paid by another medical expense plan Page 254 Client Server Fixed Assets Application User Manual primary sort Also known as major sort and sort 1 the initial sort criterion by which the system arranges data on a report For example in the Payroll Personnel module you can cr
54. schedule projections by asset number within GL account Are projections correct Create the Budget Transfer File Page 204 Client Server Fixed Assets Application User Manual Graphic of the Proposed Asset Cycle Prepare Asset for Activation Asset Approved Delete asset Process Asset Routine General Information Schedules Amounts GL Distribution Change asset s status to INITIAL Set up schedules to calculate depreciation Activate Asset Graphic of the Steps Taken to Create a General Ledger Budget continued 3 Create the Budget Transfer File containing schedule projections for General Ledger Create GL Budgets Routine 4 Review the GL accounts on the GL Budget Transfer File List GL Budgets Routine Lists the GL Budget File Hi account IH GEHERAL LEDGER Transfer the GL Budget File Read Budgets From Applications Routine Page 205 Client Server Fixed Assets Application User Manual Page 206 Client Server Fixed Assets Application User Manual Fixed Assets Glossary abort To prevent a job from finishing A job can be aborted by the system or a user For example you can abort a print job before it is completed access group A group of users that has been authorized in your module s Access Dictionary to use a specific set of functions for a Process routine access level For system security purposes a degree of access grant
55. schedules before you can process them you skip this screen The screen appears also from the Process Schedule Routine when you press the Select button and choose Select Schedule When you access the screen from the button the screen allows you to identify schedules other than the one currently selected If you select a value such as ACC DEPR but no facility then all existing facilities appear on the Process screen Schedule Fields The following schedule information appears on the Process Schedules screen Field Description Facility The facility for this schedule Status The status of this schedule Date The date an action was taken a value was created or posted User The user who last created or posted the value appears Scheduled The total amount scheduled for the purchasing Amount facility For the selected scheduled amount the following information also appears Annual Due The year s total due for the facility Year to Date The total scheduled year to date not including the current amount Remaining The total amount left to schedule Refresh Schedule Function When you select this function all highlighted schedules are refreshed with the most current data Page 81 Client Server Fixed Assets Application User Manual Remove Schedule Function When you select this function all highlighted schedules are deleted from the Process screen Create Scheduled Transactions Routine Use
56. selects according to selection criteria you enter Page 266 Client Server Fixed Assets Application User Manual You enter these criteria in the Selection Dictionary or via the Compile Reports Routine The system compiles the information into a file when you run the Compile Reports Routine You can then print a customer defined report containing this information via the appropriate compiled report Print routine selection screen A screen used to choose items for example specimens units or donors based on a set of search criteria series order A procedure that is scheduled to be repeated several times on a predefined schedule A series order consists of the following components e predefined start date and time e predefined stop date and time e directions for completing the order service code A procedure to which codes have been assigned by a third party or intermediary The standardized scheme for the code is the coding method For example in the Revenue Code coding method LAB procedures are usually assigned service codes in the 300 range such as 314 LAB Biopsy 371 Anesthesia Incident to Radiology 382 Blood Whole Blood service date The date on which the order is processed service date The date on which a service was performed Page 267 Client Server Fixed Assets Application User Manual service group A group of related services used in the MIS Insurance Benefit Dictionary to d
57. specific figure that Fixed Assets uses to reduce an asset s value for the entire life of that asset direct transaction An unscheduled transaction that you apply directly to an asset to change its value For example if a new wing is added to an existing building the addition increases the value of the building by the entire cost of the new addition Page 224 Client Server Fixed Assets Application User Manual Double Declining Balance One of five standard methods of calculating depreciation This method is an accelerated depreciation method where a large portion of the asset s cost is written off at the beginning of its useful life The system calculates the amount of the depreciation using 200 download To transfer a file from one system to another For example you can download a report from a MEDITECH module to your PC Drill Down Reporting This feature provides process screens that allow users to track GL batch information from GL back to the module that generated the batch Users can print reports throughout the drill down process to obtain various levels of information DSM IV Diagnostic and Statistical Manual of Mental Disorders Fourth Edition A system of codes maintained by the American Psychiatric Association All DSM IV diagnostic codes are also valid ICD 9 CM codes The following axes are used in the DSM IV classification system Axis Description I Clinical disorders and conditions that need clin
58. specific sort criteria value You can limit the report to Page 96 Client Server Fixed Assets Application User Manual e a set of GL periods e a set of GL fiscal years e specific values up to 4 Optional Report Information You can display asset transaction information or comments Page Breaks You can insert a page break on a report each time the value of a sort changes List Status of Fixed Asset Compiled Reports Routine Use this report to list the statuses of selected reports Purge The highlighted report on the Process screen appears as the default response on the purge screen You can purge only one report at a time If you purge only the data then the report remains on the Process screen with a status of PURGED If you purge both the data and report then the report is removed from the Process screen Page 97 Client Server Fixed Assets Application User Manual Reports Asset Reports Asset List by Number Routine Use this routine to list asset entries in asset number sequence You can also print dollar amounts for any of the values You can list this report by ranges of e purchasing facilities e asset numbers e status dates e acquired dates e retired dates When listing only RETIRED assets you can include sets of e retired types e retired type dates Report Information This report contains the following information e purchasing facility e asset number and description e status and stat
59. standard and custom menus MEDITECH provides a set of standard menus with each module Standard menus are available on a module s standard desktop Administrators control access to routines by creating custom menus and desktops in the NPR Module Page 240 Client Server Fixed Assets Application User Manual Custom menus and desktops are created to suit the unique needs of individual users and usually contain only the routines necessary for a user to perform his or her job Merge From patient A patient whose patient record has been incorporated into another patient file Also called a merged patient If merged information exists for the patient currently selected on the Process Patient screen the Process Merged Records function is available to users with access to the function Users with access to Merge routines can use the Process Merged Records function to view and list any patient records that are merged with the selected patient Merged patients do not appear on the ARM Patient Lookup Merge To patient A patient who has had one or more patient records incorporated into his or her patient file via the MRI Merge Patients Routine If merged information exists for the patient currently selected on the Process Patient screen the Process Merged Records function is available to users with access to the function Users with access to Merge routines can use the Process Merged Records function to view and list any patient records that
60. system Use the Select function to add schedules back to the table Page 26 Client Server Fixed Assets Application User Manual Create Use this function to create a new schedule Edit Use this function to edit values for a schedule View Use this function to view a schedule Post Use this function to post schedules Print Use this function to print schedules Sch Reports Use this function to generate a variety of schedule related reports Reports Use this function to generate a variety asset related reports Custom Reports Use this function to generate custom reports You can attach a custom reports menu via the FA Preferences Dictionary Select Use this function to view and process user defined information You can use this function for assets schedules and compiled reports System Status Use this function to view system status and to access the Check Background Close Period and Refresh functions Check Background Close Period Use this function to view the status on the progress of closing a period Refresh Use this function to refresh the System Status screen Preferences Use this function to access user defined preferences and default values for the user signed into the desktop You can access the Additional Reports Menu field and preferences for all users via the Preference Dictionary Page 27 Client Server Fixed Assets Application User Manual Supervisor Desktop
61. the Create GL Budgets From Schedule Projection File Number prompt The Schedule Projection File contains the total asset depreciation expense for each GL account The Create GL Budgets Routine takes this expense figure and distributes it across the future fiscal year depending on the GL Value s frequency entered in the Schedule Frequency prompt in the FA Value Dictionary Page 171 Client Server Fixed Assets Application User Manual If the schedule frequency is defined as GL period the system distributes the depreciation expense across twelve months If the schedule frequency is defined as YEAR END the depreciation expense is entered into the last month of the fiscal year General Ledger Interface Routines Overview of the General Ledger Interface Routines Use the following routines to enter and edit GL budget files and list GL information To do this Use this routine Create the GL Budget File List the GL Budget File in General Ledger GL account number sequence Delete the General Ledger GL Budget File List information for batches generated in the Fixed Assets module List the debits and credits made to associated General Ledger accounts resulting from GL batch creation List a GL period s transaction amounts by GL department List all ACTIVE and INITIAL assets within a range of purchasing facilities that have an inconsistent distribution of asset values to General Ledger Create GL
62. the affected panel The View you select determines which panels you can access For example the Surgery Panel Selection button is available for the Long Term Care View on the Long Term Other Reports panel However for the Rehabilitation View the Surgery Panel Selection button does not appear on the Rehab Other Reports panel VIP status A status for an individual who requires extra attention such as a celebrity or an individual with a disability Web ID number patient A patient identification number used in tracking Web orders and problems and in printing the Web Orders List and Problems List If your organization uses the EMR module this is the same as the patient s EMR number If not the Web ID number is formed from the patient s internal MRI number plus a code identifying the patient s HCIS MRI numbers are limited to a single HCIS but EMR and Web ID numbers can span several HCISs This ability to span several HCISS is essential for multi facility organizations Page 277 Client Server Fixed Assets Application User Manual Web number A sequential system generated number used for referring to a Web order Web number ranges are used in printing the IG Problems List and the IG Web Orders List Web OE Background Job A background job that runs constantly processing orders from the Web and transferring them to OE You can have multiple OE Background Jobs depending on your Customer Defined Parameters of Web Filer BJs
63. this routine to create scheduled transactions for a selected asset value during the current fiscal period or at the end of the fiscal year If you create scheduled transactions at the end of the fiscal year your General Ledger GL is not be updated monthly with the depreciation data thereby giving you an unrealistic financial picture of your organization E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt Criteria for Creating Scheduled Transactions In order to create scheduled transactions the asset must fulfill the following eligibility test e ACTIVE status e the schedule frequency you define in the Value Dictionary for the asset values agrees with the current GL period e scheduled transactions not previously posted System Requirements to Create Scheduled Transactions You cannot run the Create Scheduled Transactions Routine if another client is processing one of the asset values for which there are scheduled transactions The system performs specific internal checks to ensure the integrity of scheduled transaction information If a schedule is in ERROR status it cannot be re created Editing and Listing Scheduled Transactions The Create Scheduled Transaction Routine displays a list of all currently scheduled transactions for the current period You cannot edit or print this list However you can view print and edit the s
64. you want to exclude any compiled assets from the purge rerun the Compile Asset Purge List Routine Use the same criteria from the previous run of the Compile Asset Purge List Routine Then at the Asset Purge Assets Exception List prompt enter the assets to exclude Page 153 Client Server Fixed Assets Application User Manual Purge Exception Report If you print the Asset Purge Report after the Execute Purge Routine the Purge Exception Report prints The report lists any assets rejected by the purge along with the reason for the rejection Execute Purge Routine This routine is the third step in the FA Asset Purge Process screen You use this routine to permanently remove eligible fixed assets found by the Compile Asset Purge List Routine You can run this routine only after you run the compile routine and print the Asset Purge Report Information from the Compile Asset Purge List Routine appears on the screen Confirm that you have selected the correct assets before proceeding Verifying Purged Assets Some assets may be ineligible for purging For example assets with pending transactions are ineligible After executing the purge rerun the Asset Purge Report This report lists each asset rejected by this routine and includes the reason for the rejection E Note If either the Close Period or Change Asset functions are active you cannot run this routine Re Display Current Status Routine Use this routine to display the up
65. 275 Client Server Fixed Assets Application User Manual unit value A measure of the relative workload needed to complete a procedure This is a value used to generate statistics that enable hospital personnel to create various reports The values can be a positive number with up to 6 digits and a maximum of decimal place universe The network architecture used by one or more HCISs The architecture includes the hardware and software that make up the HCISs as well as the users who maintain and use the HCISs In addition the Universe module allows you to view and list internal dictionaries view database analysis and manage backups During system setup MEDITECH assigns a unique mnemonic for example MMH to each universe A universe contains servers server disk drives rings HCISs users clients and printers E Note Multiple parallel universes can exist on a single physical network US Fed Half YR An option for the proration of depreciation Half of the annual amount of depreciation is used in the first year an asset is in service regardless of the time within that year the asset was placed in service The remaining half is used at the end of the asset s useful life that is if you hold the asset for the entire length of its scheduled life user An employee authorized to access a MEDITECH module System administrators assign passwords to users and grant users access to the modules routines and menus they need to p
66. Amount Distribution GL Distribution Screen You define GL distribution information for depreciation amounts for the GL Value defined in the FA parameters You must assign each account or department a percentage of the total adjustment debit via the GL Distribution screen in the Enter Edit Asset Routine at the Percent prompt You can identify an unlimited number of accounts or departments However the total percentage for all accounts or departments must equal 100 Entering GL Distribution Information You can enter distribution information for the GL Value only via the GL Distribution screen The system debits the specified accounts and departments via the Scheduled Transactions Create Routine whenever the dollar amount for the asset value changes The GL account you Page 45 01 7010 Client Server Fixed Assets Application User Manual define at the Ace Depr Acct prompt on the General Information screen in the Enter Edit Asset Routine receives the offsetting credit Identifying Departments To identify departments you must have an expression entered at the Account Expression for GL Distribution by Department parameter You cannot identify a department if a valid GL account cannot be formed via the expression at the Account Expression for GL Distribution by Department parameter An invalid GL account can occur in any of the following situations e No EOC for the asset class exists in the FA Class Dictionary The department an
67. CAT SCAN MACHINE INITIAL BLDG 01 7010 INTERCOM SYSTEM ACTIVE BLOG 01 6030 REFRIGERATOR INIT PR BLOG 01 3100 DFS INIT PR CAP LSE 01 6600 oc000000904 O O O i O 01 1454 0000 01 1460 0040 et FA Clerk Desktop The Clerk Desktop provides the following functions Page 10 Client Server Fixed Assets Application User Manual e Assets e Enter Asset e Edit Asset e Inquiry e Activate Assets e Check Assets e Schedules e Sch Reports e Reports e Custom Reports e Select e System Status e Preferences Assets Use the Select or Preferences screen to select the assets that appear on the Process Assets screen Click number name status class or department in the column header to sort the table by the criteria you want Click assets to view additional information in the fields below Click check boxes to insert checkmarks and to select assets Click again to remove checkmarks and to de select assets When you select assets you can access footer buttons Use footer buttons to Remove Check for Activation Activate Retire Delete and Replicate assets You can also Initialize from MM Change Asset Number and List Remove Use this function to remove assets from the current asset table When you use this function you do not purge or delete assets from the system Use the Select function to add assets back to the table Check for Activation Use this function to determine whether ini
68. Client Server Fixed Assets Application User Manual MEDITECH Copyright by MEDICAL INFORMATION TECHNOLOGY INC MEDITECH Circle Westwood MA 02090 781 821 3000 This information is proprietary and should be treated accordingly About this User Manual e This document has comprehensive overviews and descriptions of the routines in each feature of this application It is derived from the online Help We suggest that you use the online Help for information about responding to individual fields a glossary of terms and to take advantage of the hypertext links that indicate related topics This document is current as of the date it was created For the most up to date information about this application consult the online Help e MEDITECH supplies this publication in electronic form only To obtain an updated edition print the electronic Microsoft Word DOC file using one of the following methods From within the Help on your MEDITECH system select the Print menu and select Print User Manual Then follow the instructions that appear Download the manual from the Customers area on MEDITECH com From the Customers page sign onto the Product amp Resource Home Pages area and then click the name of the application On the Product Home Page that appears click the CS icon next to the word Manual in the left hand column We welcome comments on this manual Please forward any feedback to documentation meditech com Table o
69. Client Server Fixed Assets Application User Manual FA Preferences Dictionary Overview of the FA Preferences Dictionary You can use this routine to set default FA selections such as schedules assets and reports per user You can also use this routine to attach a custom reports menu to access via desktop Edit FA User Preferences and Defaults Use this routine to change default values for selections via desktop instead of via dictionary Use this routine to change default values for the current user only Page 194 Client Server Fixed Assets Application User Manual System Conventions Identifying GL Accounts via a Lookup To identify an account enter its number or mnemonic If you do not know either of those or to reduce keystrokes you can view a Lookup of all entries in the MIS GL Accounts Dictionary and select one of them The account Lookup feature is very versatile You can limit the accounts included on the Lookup in many ways including e specific account types for example Asset accounts only e accounts in a specific class for example Deduction from Revenue accounts only e specific component or super component values for example accounts with Corporation CRP component values of 01 only e control accounts only Each method of performing an account Lookup is described on the following pages To select an account on a Lookup enter the number to the left of the account number Lookup of All Accounts
70. Client Server Fixed Assets Application User Manual Using Specific Numbers for Comments Comments Screen When you use a specific sequence for comments you can create a compiled report that contains a specific type of comment For example if you use comment number 2 for warranties you can create a compiled report to list warranty information for all assets or specific assets Assigning Specific Comment Numbers If you are using MEDITECH s recommended structure for comments and the next available comment number is not appropriate enter a space in the text portion of the Enter Edit Comments screen to create a blank comment Repeat the process until the appropriate comment number appears at the Comment No prompt For example assume you are entering comments for a contract The comment number your health care organization uses for contracts is 2 The asset for which you are entering the comment does not have a comment number 1 You create a Comment No 1 with blank text and then create Comment No 2 for the contract information Customer Defined Screen Enter Edit Asset Routine Customer Defined Screen Use this routine to enter asset information that is not normally stored in the Fixed Assets Module FA Customer Defined screens CDS for FA are defined in the MIS Customer Defined Screen Dictionary as FA ASSET at the Type prompt After you define the screen assign the CDS to a specific class in the FA Class Dictionary When you add
71. Date 07 01 01 GL Period From Facility From Asset Number Thru Facility Thru Asset Number List New or Old Assets Use Contract Date For Status Active Retired Activity Reports Overview of Activity Reports Use these reports to review all activity for assets for specified time periods You can print the activity reports using the following categories e Summaries e Comparisons e Detail period end only e Schedule History year end only E Note You can print the Activity Summary by period and by year You can also print the Activity Detail and Schedule History reports via the Process Asset Routine for the asset entered at the Asset Number prompt Page 116 Client Server Fixed Assets Application User Manual Summaries Activity Reports Summaries Use these reports to review dollar amounts for one or all asset values within a range of periods or years The summary reports summarize fiscal amounts for one specific value or all values Sample of Reports Activity Summary Reports By GL Period Overview of Activity Summary Reports By GL Period You can print the activity report summaries by GL period using the following formats e one value Number Class Department e all values Number Class Department Activity Summary for One Value by Period by Number Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by asset number Thi
72. F An outpatient who has been referred from another organization for consultation or further treatment SDC An outpatient who undergoes a minor operation at a surgical daycare center SDC patients are not normally admitted for an overnight stay unless complications arise PCP primary care physician The physician who acts as the primary gatekeeper in health plans That is the PCP must create referrals for specialists Particularly in HMOs and some PPOs all plan members must choose or are assigned a PCP percentage The amount of the image you want to view The acceptable range is between 10 and 60 where 10 is the minimum and 60 is the maximum percentage period See GL period Page 251 Client Server Fixed Assets Application User Manual period end vector A snapshot or list of all account data at the time the Period End program checks the account permanent location An inpatient s location in the health care organization as defined in the Admissions Module PHA standard procedure A MEDITECH defined procedure from a category specified in the OE parameters as the OE category associated with the Pharmacy and Provider Order Management interface e lt MED gt Medication e lt COMP gt Compound e lt IV gt Intravenous Fluids e lt ALT IV gt Alternating Intravenous Fluids The PHA standard procedures are used by the Provider Order Management Module POM PIN personal identification number A security co
73. Fiscal Year Thru Acquired Date Schedule History by Class Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by asset class This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within class e fiscal years e acquired dates Page 139 Client Server Fixed Assets Application User Manual Report Information This report contains the following information e open balance by period e close balance by period e transaction amounts e schedule information For Value From Facility Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Year Thru Acquired Date Active or Retired or Both Schedule History by Department Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by department This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within department e fiscal years e acquired dates Report Information This report contains the following information Page 140 Client Server Fixed Assets Application User Manual e open balance by period e close balance by period e transaction amounts e schedule information For Value From Fac
74. Manual From Facility BEGINNING Thru Facility From Department From Asset Number Thru Department Thru Asset Number From Period From Acquired Date Thru Period Thru Acquired Date Active or Retired or Both Activity Summary Reports By Fiscal Year Overview of Activity Summary Reports By Fiscal Year You can print the activity report summaries by fiscal year using the following formats e one value Number Class Department all values Number Class Department Activity Summary for One Value by Year by Number Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by asset number This report lists assets with a status of ACTIVE or RETIRED or both within ranges of Page 123 Client Server Fixed Assets Application User Manual e purchasing facilities asset values asset numbers e fiscal years e acquired dates Report Information This report contains the following information e open balance by period e Close balance by period e transaction amounts e schedule information For Value From Facility Thru Facility From Fiscal Year Thru Fiscal Year From Asset Number Thru Asset Number From Acquired Date Thru Acquired Date Active or Retired or Both Activity Summary for One Value by Year by Class Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by a
75. ROUTES Meere iaa 87 Recalculating Scheduled Transactions oooonoocccnoooccononcnoncncnnnnononononnnonononcnon nn non nnnnannncnnnnnnnns 88 Deleting Scheduled Transactions 0 ccccecessccessscessecesseeeeseecesecesseeeeeseeessseeesseeeeeteeeseeenes 88 Deleting Scheduled Transactions Add Re Calculate Delete Scheduled Transactions ROUTE 88 Post Scheduled Transactions Routine cccccccssccsssecessseeesseeessneceeseeeessecessseeseseeeesesesseeenseees 89 Overview of the Post Scheduled Transactions ROU INE oooocnoocccnoncccononcnoncncnonnnnonancnnnnnonos 89 Defining a Detail or Summary GL Batch ooooonococcnoccccoocnnononononononononcnnnncnononcnonnnconnnonnannns 89 General Ledger Accounts Affected by Posting oooooocnocccnoncncnoncncnonncnnnnncnonnnconnnnnanononnnnnnos 89 Visine GL Batches zenn exer A a 90 Comparing FA and GL Transaction Information oooooonnnccnocaconanonncnnnanonaconnconccnnnaronccnnnannnos 91 Viewing Scheduled Transactions sree E E E E E E 91 Sample O e E E A E E sack vats a EEES 92 Printing Scheduled Transactions 2 sitet nets Aa 92 Modifying Scheduled Transactions 0 c ccccscccescesseceeseeceesecesseeeesseceeseecsseeeeseeeseesesssesesseeeeaes 92 Processing Compiled Reports cccccceeeeeeeeeeeeeeeeeeeeseeeaeeseeeaeeeaeeeseeseeeeseesneeeeeees 94 Overview of the Process Compiled Reports Feature ooooconnoccnoooccooncncnonnnconnnononcncnnnnonononcnoncncnnnnno 94 Process Compiled Rep
76. S Module is a collection of shared dictionaries and utility routines that allow your health care organization to create customized databases For example the MIS User Dictionary contains all the users in your health care organization mnemonic A short series of characters that represents a larger more complex series of characters Mnemonics identify entries in MEDITECH dictionaries modifier A code that modifies or clarifies a procedure s HCPCS CPT Code for example LEFT for an arm x ray or REPEAT for a LAB test Users can associate an unlimited number of modifiers with any billing procedure code module A set of related programs within the MEDITECH Information System that operates independently and may share data with other modules Page 242 Client Server Fixed Assets Application User Manual A module consists of a set of routines organized in a system of menus For example Order Entry is a module E Note Application and module are synonymous Month in FY An option for the proration of depreciation which specifies that the calculation of depreciation begins in the month the asset is placed in service made active This option applies only to the standard method of depreciation MPI Search The steps you take to retrieve a patient s record when identifying a patient at the Patient or Record prompts Search criteria include the following e name exact and Soundex e date of birth e SEX e maiden other name
77. Scheduled Transactions Summary parameter Listing GL Batches The List GL Batches_and List GL Batches by ACCT reports allow you to verify that FA posts all scheduled transactions You verify the posted scheduled transactions by comparing the GL batch reports with the Scheduled Transactions summary reports The amounts on both reports must agree The following graphic illustrates a comparison of amounts on these reports and the Post Scheduled Transaction screen RUN DATE 02 1198 Fixed Assets Development RUN TIME 1028 GL BATCH LIST BY ACC 02 2098 FA 1 OPEN POST TO JAN 98 TOTAL DEBITS TOTAL CREDITS COMMENT SCHEDULED TRANSACTIONS ACCOUNT ENTRY DEBI 011 110 10000 01 1 10 AR AR Peset 00000 heduled transaction 011 110 1000000 5555555 01 1 10 1 Peset 000002 scheduled transaction 011 110 1000000 9876543 01 1 10 2 Peset 000003 oheduled transaction RUN TIME 1007 SCHEDULED TRANSACTIONS SUMMAR Y aue annua que vearro oae scuendien REMANING VALUE ANNUAL DUE YEAR TO DATE SCHEDALED REMAINING ACC DEPR 31221 04 d 2540 60 20324 87 ACCOUNT 011 110 10000 011 110 1000000 5555555 1079 98 011 110 1000000 9876543 118 50 The amounts that appear on these reports must agree with the amounts that appeared on the Post Scheduled Transactions screen Page 90 Client Server Fixed Assets Application User Manual Comparing FA and GL Transaction Information After a GL user reads the FA batch into GL you
78. Schedules Screen To change the value of an asset by a fixed amount for each fiscal year of the schedule you can enter a schedule amount directly To specify a direct method enter DIRECT at the Define Annual Amount By prompt At the Direct Entry prompt enter the amount of depreciation for the entire fiscal year E Note Do not confuse direct entry with direct transaction You can enter direct transactions at any time in the life of an asset to reflect changes in values such as a capital improvement Viewing and Listing Projections Viewing an INITIAL Asset s Schedule Projections Schedules Screen After you enter all asset information MEDITECH recommends that you calculate the schedule projections of an asset To do this enter Y at the Display Schedule Projection prompt These projections appear on the screen and show how the asset value changes over the life of the asset The projections ensure that the system calculates the changes to the value of an asset If the schedule is not correct review and modify it as necessary Page 50 Client Server Fixed Assets Application User Manual Modifying an INITIAL Asset s Schedule Projections Schedules Screen If the schedule is not correct review the following prompts on the Amounts screen in the Enter Edit Asset Routine the Value prompt e on the Schedules screen in the Enter Edit Asset Routine the following prompts Schedule Start Date Fiscal Year Total Years In Sch
79. The asset can remain in the system for up to 99 years For example if you set this parameter to 3 and the current year is 1999 the latest date for which you can purge information is the last day of fiscal year 1995 Page 191 Client Server Fixed Assets Application User Manual Archive Purged Assets Parameter Use this parameter to activate or deactivate the Automatic Archiving feature for Fixed Assets This feature allows you to make a reference or historical copy of data you have selected for purging This parameter does not affect the availability of the purging routines nor does it affect the availability of the Archive button on the Print Destination Window Ml Lookup Available choices To Enter Archive purge eligible data each time you use the FA Y Asset Purge Process Routine Limit archiving to reports via the Print Destination N Window E Note The Archiving feature uses the MIS Outbox and an archive report drive or server That is the system sends archived reports to the MIS Outbox where they can be directed to the storage medium used by your health care organization Your MEDITECH Applications Specialist specifies the archive destination path in the MIS parameters Facility Specific Default Parameters Enter the default schedule method for each of your health care organization s purchasing facilities at the following parameters At the Enter Facility The purchasing facilities for your health care or
80. The search takes several passes through the patient database applying a broader range of criteria after each pass in which the desired patient was not found After each pass you can choose from a list of patients who fit the criteria multi entity A health care organization with more than one facility non derived value An asset value whose amount is either directly entered by a user for example cost or adjusted by the system on a regular basis for example accumulated depreciation non interfaced order An order used only in the Order Entry OE or in the Provider Order Management POM modules Non interfaced orders have categories defined in the Category Dictionary with the Process by Care Area prompt set to Y Non interfaced orders can be canceled and amended only in OE or POM Such orders are not sent to any other module PHA LAB or NUR for examples Page 243 Client Server Fixed Assets Application User Manual non standard value An asset value you define for the reporting and statistical requirements of your health care organization Your health care organization can add non standard values via the FA Value Dictionary For example if your organization has a specific value it tracks for assets you can define this value in the Value Dictionary notification A set of criteria used to generate messages to alert providers of significant changes in the conditions of their patients Providers can receive notific
81. USED FOR GL FISCAL YEAR 1995 SELECT BY CLASS RANGE NUMBER WIES ACTIVE GL ACOOUNT 011 711 1000000 1591599 01 7 11 LABORATORY ER Feveme OOO0O00007 ACT 5 00 0000000026 ACT A Budget amounts based on the asset s GL distribution 011 711 1000000 98765 4s 01 7 11 LABORATORY Purchased Svcs 0000000007 ACT 5 00 0000000023 ACT 0000000026 ACT 183 75 1158 75 Graphic of the Flow of Activating Multiple Assets check the eligibility of asset Current Status Reports Current alue Report Enter asset s missing information Assets Process Asset Routines General Information missing Schedules information Amounts GL Distribution Continue activation process Page 199 Client Server Fixed Assets Application User Manual Graphic of the Flow of Activating Multiple Assets Continued Check Eligibility of Assets for Activation Routine This routine automatically checks whether assets are eligible for activation Are all assets ra Activate Assets Routine activation Assets status is now ACTIVE Print Initial Assets Not Eligible IN Activation Report Repeat activation process Graphic of the Flow of Activating One Asset Activating Asset remains in Ho INITIAL status Activate INITIAL Asset Process Asset Routine Status of asset changes to ACTIVE Page 200 Client Server Fixed Assets Application User Manual Graphic of the Flow of Activating One As
82. Use this routine to list the current dollar value of an asset s values by class or GL department in asset number sequence You can select by status ACTIVE INITIAL or RETIRED or select all assets This report is helpful when checking an asset s eligibility for activation You can list this report for ranges of Page 107 Client Server Fixed Assets Application User Manual e purchasing facilities e classes e departments e asset number e status date e acquired date e retired date When listing only RETIRED assets you can include ranges of e retired types e retired type date Report Information This report contains the following information e purchasing facility e asset life e status and status date e acquired date e retired date e asset dollar amounts for selected values Page 108 Client Server Fixed Assets Application User Manual From Facility BEGINNING From Asset Number Thru Facility Thru Asset Number From Class From Department Thru Class Thru Department Status Primary Sort From Status Date From Acquired Date Thru Status Date Thru Acquired Date From Retired Date Thru Retired Date Proposed Assets From Retired Type From Retired Type Date Thru Retired Type Thru Retired Type Date Standard Value Reports Overview of Standard Value Reports Use these reports to analyze and review the standard values for a group of assets You can produce this report for a specific GL Period or
83. a GL account entered at the GL Retirement Book prompt in the FA Class Dictionary When FA creates retirement adjustments the system creates the following transactions for each RETIRED asset e GL Asset is credited for the amount of the COST e GL Acc Depr is debited for the amount of the accumulated depreciation GL Retirement Book Value defined in the FA Class Dictionary is debited for the difference between the Cost and the accumulated depreciation Sending Retirement Transactions to GL When the FA Module creates retirement adjustments the system creates a batch for them You must transfer this batch to GL via the General Ledger GL Read Batches From Applications Routine However you do not initiate a period closing Page 62 Client Server Fixed Assets Application User Manual Listing GL Transactions for RETIRED Assets List the Retirement Adjustment batch via the List GL Batches By Acct Report Use this report to verify the transactions are transferred to General Ledger Listing Retired Assets Use the following reports to print RETIRED assets e List Assets Reports e Current Status Reports e Current Value Report e Compiled Reports e Activity Reports Delete Asset Routine Delete Asset Process Asset Routine Use this routine to delete the asset currently identified on the Process Asset screen You can delete an asset with any status You can delete assets that are e unusable and have a status of INITIAL or
84. above amount you specify a value from the Value Dictionary to associate with the amount The value you specify must be a non derived value for example COST or ACC DEPR Typically health care organizations define COST as the value for gross tax and freight E Note If your health care organization uses the ITC Tax method the individual taxes appear and you assign separate values to them For example if you collect GST and PST tax each tax appears in a separate field You can include one both or neither of the tax amounts in the asset s COST You can also specify that any prorated discounts be subtracted from the gross Option Set Dictionary Report Format Dictionary Use this dictionary to create permanent selection report formats for compiled reports E Note You can also use reports you define in NPR Page 182 Client Server Fixed Assets Application User Manual JumplId sysconv hlp Using Dictionaries_toc Mnemonic Active Name MAGIC Program Name Fields Required Retired Type Dictionary Use this dictionary to create types for retired assets You use retired types to classify retired assets for listing and for use with compiled reports For example you may want to create retired types for retired assets that are e fully depreciated e obsolete e sold Selections Dictionary Use this dictionary to create permanent selection criteria for compiled reports Page 183 Client Server Fixed Assets Appli
85. after you post scheduled transactions for any associated non derived values To view scheduled transactions by GL account number for the current period without individual assets use the Print Scheduled Transactions Summary Routine Report Information This report contains the following depreciation information for each asset and totals for all amounts in the range of selected classes departments or asset numbers e asset description e scheduled annual amount e Y T D total amount e scheduled amount for current period e remaining balance due for the year e each affected GL account s debits and credits List Scheduled Transactions Detail by Class Use this routine to list all scheduled transactions for one asset value and selected facilities Assets are sorted by class If you select only one facility schedule a pop up screen allows you to select a range of classes and asset numbers If you select more than one schedule you cannot enter a number range E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt This report helps you check if Page 84 Client Server Fixed Assets Application User Manual e all scheduled transactions are correct prior to posting e any scheduled transactions were posted for the year to date E Note Derived values do not appear on this report The system creates these values only after you pos
86. ail Create Schedule Projections by GL Account Routine Use this routine to create schedule projections when it is necessary to send information to the General Ledger GL Module You can generate this report for assets with a status of ACTIVE or INITIAL or both within a range of purchasing facilities You can also select classes departments or both Schedule projections are each asset s depreciation expenses for a future fiscal year Calculating Schedule Projections Fixed Assets calculates schedule projections using the GL Distribution percentages you enter at the Percent prompt in the Enter Edit Asset GL Distribution Process Asset Routine GL Value ACC DEPR Fiscal Year Select By From Facility From Asset Number Thru Facility Thru Asset Number From Asset Class From Department Thru Asset Class Thru Department Assets to Include Active or Initial or Both If Including Initial Assets Exclude or Restrict To or Include Proposed Assets Creating File Number Page 168 Client Server Fixed Assets Application User Manual Delete Schedule Projection File by GL Account Routine Use this routine to eliminate all Schedule Projection files no longer pertinent for developing GL budgets You must be authorized to use the purchasing facilities that you enter Enter the Schedule Projection File number to delete You cannot edit this information File Number Status Facility Fiscal Year Created Select By Select By F
87. alized and activated in error This routine reverses the asset creating GL transactions to reverse depreciation already posted to the asset Note It is only possible to reverse depreciation expense which has posted during the current open fiscal year for an Active asset Depreciation expenses debited in a prior month are corrected as a prior period adjustment credit and the asset is given a status of REVERSED Page 31 Client Server Fixed Assets Application User Manual When you enter an asset number the current status class and description for the asset as well as the YTD depreciation expense that has been posted for the asset appears Enter Y AT the Reverse Asset prompt TO start the reversal process All transactions ARE created in a GL batch specifically for REVERSAL ADJUSTMENTS Once an asset is reversed it IS no longer available for use Asset Number Status Class Current Open Fiscal Year Ytd Depreciation Posted Identifying Individual Assets Overview for Identifying Individual Assets You enter all assets into the system by first defining general information for identification and reporting purposes This information includes Page 32 Client Server Fixed Assets Application User Manual e description e class e type e location e acquisition and retired dates e purchase order vendor and manufacturer information e General Ledger GL accounts department Defining a Class To help find an
88. alue CRP 01 EOC 7010 Since an account class is a subcategory of an account type you cannot combine an account type restriction with an account class restriction For example the following Lookup restriction is invalid 1 R Identifying GL Accounting Periods via a Lookup You can identify past present and future GL accounting periods when appropriate at the Period prompt To help reduce data entry when identifying periods the following table presents abbreviations you can enter at the Period prompt To identify Enter Today s period Por T The period after P n where n is the number of accounting or before periods after or before today s period today s period For example if you want to define a period which is three periods before today s period enter P 3 Page 197 Client Server Fixed Assets Application User Manual To identify Enter The period for the date after or before today s date T n where n is the number of days after or before today s date For example if you want to define the period for a date 20 days after today s date enter T 20 Page 198 Client Server Fixed Assets Application User Manual Additional Graphics Graphic of Calculating Schedule Projections for Budgets Report RUN DATE 11 06 97 Fixed Assets Development RUN TIME 1401 SCHEDULE PROJECTICN BY GL ACOCUNT FUE 2 CREATED 10 24 95 STATUS
89. an be saved for a limited time period after an inpatient or recurring outpatient is discharged If the patient is readmitted within the defined time period and users attempt to enter new orders they can restore and edit the orders The system saves the orders with the visit information filed under the patient s unit number in the Medical Records Module resume To restart the application after it has been suspended The application restarts at the point that it was suspended The screen and application resume as if the suspension had not interrupted the application s operation retired date The date an ACTIVE asset is retired For INITIAL assets this is the date proposed to retire the asset revenue expenditure Expenses for items that benefit only the current accounting period revenue site An accounting entity to which one or more clinical sites can be mapped You can define revenue sites in the MIS Revenue Site Dictionary In its Site Dictionary each clinical site is associated with a revenue site Each combination of test procedure and revenue site may be associated in Billing Accounts Receivable B AR with a different charge The use of revenue sites allows distinctions in revenue reporting that are not possible by the use of GL corporation alone Page 264 Client Server Fixed Assets Application User Manual review time The length of time in days which a diet can remain in effect before being reviewed by the patient s
90. an list sets of ACTIVE or INITIAL status or all assets within sets of purchasing facilities and classes Report Information e asset description e actual and default Asset Acct e actual and default Acc Depr Acct From Facility BEGINNING Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number Page 144 Client Server Fixed Assets Application User Manual System Maintenance Routines Overview of the System Maintenance Routines Use the following routines to perform the following functions To do this Use this routine View the status of the FA system for the current open period Close a fiscal period and establish the next fiscal period in the FA Module View the current fiscal period and check the progress of the Close Period Background Job Print a base value depreciation value and the activity for a GL period Purge assets List conflicts between an asset s department GL accounts and the purchasing facility s corporation Change an asset s purchasing facility prior to creating a scheduled transaction for an asset Print a report of all purchasing facility changes View System Status Routine Close Period Routine Check Background Period Closing Routine Period End Summary Report Routine FA Asset Purge Process Routine Facility Conflict Report Change Purchasing Facility Routine Facility Changes Report View System Status Routi
91. ar Thru Acquired Date Active or Retired or Both Activity Summary for All Values by Year by Number Routine Use this routine to review asset activity for asset values for specified GL periods sorted by asset number This report lists assets with a status of ACTIVE or RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers e fiscal years e acquired dates Report Information This report contains the following information e open balance by period e Close balance by period e transaction amounts e schedule information Page 126 Client Server Fixed Assets Application User Manual From Facility BEGINNING From Asset Number Thru Facility Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Year Thru Acquired Date Active or Retired or Both Activity Summary for All Values by Year by Class Routine Use this routine to review asset activity for asset values for specified GL periods sorted by asset class This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within class e fiscal years e acquired dates Report Information This report contains the following information e open balance by period e Close balance by period e transaction amounts e schedule information Page 127 Client Server Fixed Assets Application User Manual From Facility BEGINNING
92. are used to Page 268 Client Server Fixed Assets Application User Manual e Route requisitions to different locations Breakdown reports and revenue by site within one department e Restrict procedures by site e Specialize billing based on the site performing a procedure revenue site sort criteria Values you enter that determine the arrangement of items in a report or on a Process screen worklist Primary sort The initial sort criterion by which the system arranges data on a report or Process screen worklist For example in the Payroll Personnel module you can create an employee report with a primary sort criterion of payroll Assume you have two payrolls Payroll A and Payroll B The report lists employees in Payroll A first followed by Payroll B E Note Most reports and Process screen worklists allow you to specify a secondary sort as well Secondary sort The sort criterion by which the system arranges data on a report or Process screen within the primary sort For example in the Payroll Personnel module you can create an employee report with a primary sort criterion of payroll and a secondary sort of department Assume you have two payrolls Payroll A and Payroll B and twenty departments Dept 1 Dept 2 Dept 3 etc The report lists employees in Payroll A first followed by Payroll B Within each payroll the report lists employees by their department Thus the report lists employees in Payrol
93. ate Thru Period Thru Acquired Date Active or Retired or Both Activity Summary for All Values by Period by Class Routine Use this routine to review asset activity for asset values for specified GL periods sorted by asset class This report lists assets with a status of ACTIVE or RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within class e GL periods e acquired dates Report Information This report contains the following information e open balance by period e close balance by period e transaction amounts e schedule information Page 121 Client Server Fixed Assets Application User Manual From Facility Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number From Period From Acquired Date Thru Period Thru Acquired Date Active or Retired or Both Activity Summary for All Values by Period by Department Routine Use this routine to review asset activity for asset values for specified GL periods sorted by department This report lists assets with a status of ACTIVE RETIRED or both within ranges of purchasing facilities asset values asset numbers within department GL periods acquired dates Report Information This report contains the following information open balance by period close balance by period transaction amounts schedule information Page 122 Client Server Fixed Assets Application User
94. ation User Manual desktop The menu that appears when you sign onto a MEDITECH module A desktop contains buttons that indicate the contents of the menu or routine that appears when you click on the button Each button provides access to a menu or a routine Menus may lead to other menus Routines are distinguished from menus on the desktop by a small black arrow in the lower left corner of the button standard and custom desktops Each MEDITECH module has a standard desktop which can display up to 25 buttons Administrators control access to the routines and menus on the standard desktop by creating custom menus and desktops in the NPR Module Custom menus and desktops are created to suit the unique needs of individual users and usually contain only the routines necessary for a user to perform his or her job destination A printer or device receiving information such as patient orders You can also have a destination set destination set A predefined group of devices that is destinations receiving information such as patient orders A printer from the set is selected based on the patient s facility or order site dictionary A user defined set of information unique to your health care organization Dictionaries contain relatively permanent information that is commonly shared by multiple departments throughout your health care organization direct entry One of the three ways of calculating depreciation for an asset You enter a
95. ation Value Amounts Screen c00 43 Adjusting an Asset s Cost Value Amounts Screem cccccesscessssceessceseeeeseeeessesesseeeeeseees 43 Adjusting an Asset s Salvage Value Amounts Screen ooooconocccooocncoonnononcnononcncnnnnncnnoncnnnoo 43 GL TOISTIDUTIONFS CLECM siti cht decae ate Bie Be Hi en Bahn Badan tbe 44 Overview of the Enter Edit Asset Routine GL Distribution Screen oooooooccnoccccoocncnonnnno 44 Identifying GL Accounts for Value Amount Distribution GL Distribution Screen 45 ds a papas nian on anos nav won sng vo past ea oe a 46 Overview of the Enter Edit Asset Routine Schedules Screen oooooconocccooncncoonnncnoncnonnnonos 46 Entering a Schedule for Each Value Schedules Screen ooooonoocccoocccconcncoooncnononononcnonnnnnos 47 Entering the Frequency of Calculation for a Schedule sy ay ississsessicsvacusnsvsevedeorseoesensoevasvsats 48 Overview for Entering the Frequency for Calculating a Schedule Schedules Screen 48 Determining the Schedule Start Date Schedules Screen oooonocccnoocccoocccnoncncnoncncnnnnnos 48 Specifying the Total Years in the Schedule Schedules Screen conconnncninconoconicncononn 48 Defining a Method for Calculating Value Amount ccecessceseeeseeesseceseeeneeeeseeeaeeaee 49 Overview for Defining a Method for Calculating Value Amounts Schedules Screen 49 Scheduling Amounts Using Standard Methods Schedules Screen eeeseeeseeeeees 49
96. ations via e mail the PWM Physician Desktop or the PWM Process Workload screen The following provider notifications can be defined in the MEDITECH system e General system wide notifications that define criteria for sending messages to the desktops of ordering attending or ER providers when a LAB test or nursing query response is recorded for any of their patients These notifications are defined in the MIS Notifications Dictionary and attached to numeric tests in the LAB Test Dictionary or to nursing Interventions in the NUR Intervention Dictionary For example your organization could define a notification for all doctors whose patients have abnormal BUN levels Provider specific notifications defined for individual providers in the PWM Preferences Dictionary These notifications send messages to the provider s desktop when a LAB test or NUR query response is recorded for any of his or her patients For example a provider could define a notification to send messages when a temperature above 106 F is recorded for any of his or her patients Patient specific notifications defined in POM by a provider to send messages to his or her desktop when a LAB test or NUR query response is recorded for a patient For example a provider whose patient has liver disease could define a notification to send a message when an elevated bilirubin level is recorded for that patient E Note For information about computer system notifications see the Overvie
97. atus Process Asset Screen The system assigns the status of INITIAL to all new assets The status of an asset determines and restricts the functions you can perform on the asset For example you cannot schedule transactions for an asset with an INITIAL status Since you cannot completely define the general information for an INITIAL asset the INITIAL status prevents you from creating unnecessary scheduled transactions which prevents the accumulated depreciation from being calculated You can change an asset s status through the following routines e Activate Assets Routine e Process Asset screen Activate Routine Retire Routine Delete Routine Enter Edit Asset Routine Overview of the Enter Edit Asset Routine Use the following screens on the Enter Edit Asset Routine to enter or edit asset information e General Information Amounts e GL Distribution e Schedules e Comments e Customer Defined Screen E Note The ability to use these screens is defined via the FA Option Set and FA Access dictionaries General Information Screen Enter Edit Asset Routine General Information Screen Use this routine to enter the following information for an asset Page 38 Client Server Fixed Assets Application User Manual e number e status system generated e description department that uses the asset e class e type which defines the useful life of the asset e contract acquisition and retired dates e retire
98. ave the following choices Month in FY Us Fed Half YR provider A user who provides patient care or treatment as defined by the following Provider Description Defined in the Physicians nurses and MIS Provider Dictionary ancillary personnel such as physical therapists Non physicians such as NUR Care Provider nurses who use the PCS Dictionary Module You can also enter free text requested and requesting provider names on referrals Free text provider names appear on e compiled referral reports both detail and summary format the standard auth referral form e the List Edit History and List Service Edit History reports Care providers can perform the nursing interventions defined for them according to their care provider type Care providers can also perform other functions within the PCS Module You can define a user as a provider in the MIS Provider Dictionary as a care provider in the NUR Care Provider Dictionary or as both a provider and a care provider E Note In the MIS User Dictionary the This User is Provider prompt allows the provider to use the electronic signature feature and to view Inpatient and Outpatient visits via the Internet Gateway The prompt does not allow you to define the user as a provider provider group In MIS a set of providers in a group practice or association for example a group of surgeons who form a corporation defined via the MIS Provider Group Dictionary MIS provi
99. c GL period e ranges of purchasing facilities classes and asset numbers Report Information This report contains the following information e purchase facility e ACC DEPR for GL period fiscal year and year to date e acquired date dollar value of all standard values schedule start date e total years in schedule e current year in schedule Sample of Report You can print this report in detail or summary format The detail report lists information for each facility The summary report lists only totals for each facility and the grand totals From Facility BEGINNING Thru Facility From Class From Asset Number Thru Class Thru Asset Number Detail or Summary Current Year Standard Value Report by Department Routine Use this routine to list amounts for standard values COST ACC DEPR BOOK and SALVAGE for ACTIVE assets RETIRED assets or both within the following criteria e a specific GL period e ranges of departments and asset numbers e ranges of purchasing facilities departments and asset numbers Page 114 Client Server Fixed Assets Application User Manual Report Information This report contains the following information e purchase facility e ACC DEPR for GL period fiscal year and year to date e acquired date e dollar value of all standard values e schedule start date e total years in schedule e current year in schedule You can print this report in detail or summary format The de
100. cation User Manual Mnemonic Active Name Select Field Restriction Index Include Exclude Tables Dictionary Table Dictionary The most common use of the Table Dictionary is to accommodate the US Federal Government s standard Accelerated Cost Recovery System ACRS tables While you normally associate a table with the ACC DEPR value you can apply it to any value from the Value Dictionary The Fixed Assets Module provides single column tables and twelve column tables Single Column Tables Use single column tables when the month in which an asset was placed into service 1s not considered in the annual calculation Twelve Column Tables Use twelve column tables if the percentage to be applied in any given year of depreciation varies according to the month in the fiscal year when the asset was placed into service Twelve column tables are described below Columns The columns labeled 1 through 12 specify the month in the fiscal year when the asset was placed into service For example if your health care organization s fiscal year begins January 1 and this asset was placed into service on March 17 the system references the value in column 3 Throughout the life of the asset the system references the number in column 3 Rows The rows specify the current year in an asset s life For example if you place an asset into service on January 1 1995 and it is March 17 2002 the system references the seventh row and
101. cedure A test treatment or intervention within a category performed on a patient For example an EKG is a procedure within the Cardiology category Process Orders Background Job A background job that reads and evaluates the Process Queue Orders are put on the Process Queue when they are entered The Process Orders Background Job queues any forms that should be printed queues orders to cross interfaces from OE to another module changes order from a status of VERIFIED to a status of TRANSMITTED e assigns order numbers e creates charges when orders are set to bill upon transmittal e updates statistics with information from incoming orders e queues orders to go to the Material Management Module MM process queue A temporary memory location in which new Order Entry Module OE orders await assignment of an order number The system also generates billing and statistics information for the new orders before they advance to the print queue Note This queue is processed by service date If a category is defined with the Hold Future Orders prompt set to Y orders in the category are put on the queue by service date and not actually processed until midnight of the future date Page 257 Client Server Fixed Assets Application User Manual process routine A routine that organizes other routines and menus to streamline the various tasks you perform on a single item for example a purchase order Process routines are dist
102. chedule transaction do the following 1 Change one of the factors used to calculate the asset s scheduled transaction For example create a direct transaction by changing the asset s non derived value 2 Return to the Add Re Calculate Delete Scheduled Transaction Routine Click on Re calculate at the Re calculate or Delete prompt If the change to the asset value reduces the annual amount for the current fiscal year below the year to date activity for the value the amounts disappear from the screen The Re Calculation Results In Deletion Of Transaction prompt appears Otherwise the new amounts appear and a message states that the transaction is re calculated Deleting Scheduled Transactions Deleting Scheduled Transactions Add Re Calculate Delete Scheduled Transactions Routine To delete a scheduled transaction click on Delete at the Re calculate or Delete system prompt when you file the Add Re Calculate Delete Scheduled Transactions Routine You delete a scheduled transaction when you want to do either of the following e Post no scheduled transaction for this asset s value for the current GL period e Post an amount different from that produced by the schedule calculation After deleting a transaction you would have to change some of the factors that resulted in the deleted amount and recalculate or enter the amount manually A Caution If you delete a scheduled transaction the system does not post to the asset value for
103. cheduled transactions View Scheduled Transactions Routine Use this routine to view any schedules one at a time that have been created or posted The schedule shows the value the facility and total amounts for e annual due e year to date e scheduled e remaining The GL summary section of the screen includes account numbers with debit and credit amounts for each Page 82 Client Server Fixed Assets Application User Manual List Options Menu Overview of the List Options Menu Process Schedules Screen This menu allows you to access the following lists e List Summary Routine e List Transaction Schedules Detail by Number e List Transaction Schedules Detail by Class e List Transaction Schedules Detail by Department e List Facilities Needing Schedule Transactions List Summary Routine Use this routine to list a summary by GL account of scheduled transactions for the current period You can select any number of facilities to list Information for each facility appears on a different page E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt This report displays scheduled transactions you can post prior to closing the period The following graphic illustrates a report with scheduled transactions to be posted RUN DATE 01 30 98 Fixed Assets Development RUN TIME 1007 SCHEDULED TRANSACTIONS SUMMAR Y
104. cheduled transactions the Fixed Assets Module creates batches containing the following information e each asset s scheduled transaction amount e General Ledger GL account numbers assigned to each asset in Fixed Assets The General Ledger Module uses the batches to post the amounts to the specific GL accounts Balancing Fixed Assets and General Ledger Associated Reports In the Fixed Assets Module you list the General Ledger batches using the following routines e List GL Batches e List GL Batches by ACCT After the General Ledger GL Module reads the batches you again list the GL batches using the same routines in the GL Module You compare both sets of reports to ensure that the Fixed Assets Module and the General Ledger Module are in balance Page 4 Client Server Fixed Assets Application User Manual Retiring Assets You retire assets after they are fully depreciated You can also retire assets before they are fully depreciated An asset might be retired early because it e is obsolete e was sold e was replaced e was donated e was traded in e was broken beyond repair e was damaged Retiring Assets Associated Reports Use the following reports to print RETIRED assets e Current Status Reports e Current Value Report e List Asset Reports by numberAsset List by Number Routine class department e Activity Reports Purging Assets The purging of assets depends on your health care organization s poli
105. clude CDS Data Include Amounts For Values From Retired Type From Retired Type Date Thru Retired Type Thru Retired Type Date List Assets by Description Routine Use this routine to list general information for assets in description sequence You can list this report for ranges of asset descriptions Report Information This report contains the following information Page 102 Client Server Fixed Assets Application User Manual purchasing facility e asset number and description status and status date e class department acquired date retired date comments optional amounts for values you select From Facility BEGINNING Thru Facility From Name Thru Name Status Include Comments Include CDS Data Include Amounts For Values Current Status Reports You can list assets in the following sequences e asset number e class e department Current Status Report By Number Routine Use this routine to list all information for ACTIVE INITIAL RETIRED or all assets in asset number sequence This report is helpful when checking an asset s eligibility for activation Page 103 Client Server Fixed Assets Application User Manual E Note Each asset appears on a separate page making the report lengthy if you have many assets You can list this report by ranges of e purchasing facilities e asset number e status date e acquired date e retired date When listing only RETIRED as
106. cnnnnnnononcnononcnnnnnnononcnon crono ncnonnncannnnnnns 35 Listing GL Information Changes ccccccecessccessccessecessseceeseecssseeeeeeceseeessseseneeeeseeeseeees 35 PTOCESSINY ASSO S ss id e 36 Overview of the Process Asset Screen said 36 Assigning Asset Numbers Process Asset Screen ccccccccsssscssseeeseceeeseeessseeesseeeesesesseeeesseeessaes 37 Assigning a Status Process Asset SCreeM cccccecssscessceesseceesseeeeseeeesseeessneeceseeesseeessneeeeseeeesaes 38 E Ass t BQ uit arse css ot shelve ve Sava wane noe vio Havasu ts i vcs a ono waned pane tone ene 38 Overview of the Enter Edit Asset ROUUNG 0c nang nndngnucenonunouanangdeununnunee 38 General Information Sree AA an eta odo ad oe ta wed eat nade aes eo 38 Enter Edit Asset Routine General Information Screen ooooonnccnococonononnconnanonaconcconcccnnannnos 38 AMOUNTS O re ee Oe ee a ee a a ee ea a EEEE 40 Overview of the Enter Edit Asset Routine Amounts Screen ooconoocccoooncnoncncnonnnnonnnonnnonnns 40 Adjusting Dollar Amounts for Values Amounts Screen oooconocononoconccnonaconaconncnanananaconnanns 41 Adjusting Dollar Amounts for INITIAL Assets Amounts Screen oconoconncnncocononaconnconnonns 42 Adjusting Dollar Amounts for ACTIVE Assets Amounts Screen esceesseesseeeseeeteeees 42 Adjustments to Assets Amounts Screen cccccscecessceesseeeeseeeeeseeesseeeeeseeesssesessseeeneeessaes 42 Adjusting an Asset s Accumulated Depreci
107. cnononcnnnss 200 Graphic of the Flow of Activating One Asset Checking Eligibility oooooonocccnoncnincncnonnoos 201 Graphic of the Flow of Activating One Asset Missing Informati0ON oooooccnoonoonncnoncncnoncncnnnnoo 201 Graphic of the Flow of Asset and Value Information 00 0 0 ceceeseescceseesneceseceeeesneceaeeeneeenseeeaees 202 Graphic of the Flow of Statuses and Routines That Affect the Status of Assets 202 Graphic of the Proposed Asset Cycle ooooconoocconoccccoonconanononcnonnnncnononcnnn crono nonnn nn cnn nn cnn nncnnnnncnnn no 203 Graphic of the Proposed Asset Cycle Asset is Ready to be Activated oooooconocnionccconcncnonnnos 203 Graphic of the Sources of New Assets ccccccssccssssceessceesseceeseeeesseceesseeenseeceseeeeseecesesenseeeesseees 204 Graphic of the Steps Taken to Create a General Ledger Budget ceceeceeeseeeteceseeeneeeeneeeees 204 Graphic of the Proposed Asset Cycle Prepare Asset for Activation ooooconocccocccnoconocanonncnanonnnos 205 Graphic of the Steps Taken to Create a General Ledger Budget continued oooocnooccnnncnnonos 205 Fix6d Assets Glossary coi 207 Client Server Fixed Assets Application User Manual Introduction The Fixed Assets Module MEDITECH s Fixed Assets Accounting Module helps your health care organization control and depreciate fixed assets Using the standard methods or organization defined methods of depreciation th
108. complete fiscal year are defined in the MIS Accounting Period Dictionary e none of the following routines are processing information Process Asset Routine Check Eligibility For Activation Routine Activate Assets Routine Create Scheduled Transactions Routine Add Re Calculate Delete Scheduled Transaction Routine Post Scheduled Transactions Routine e you have posted all scheduled transactions for any asset value that has a required schedule for the current period defined in the FA Value Dictionary e all batches for the General Ledger GL Module are complete If any of the above conditions cannot be met a message appears stating the problem You must correct the problem before you can proceed with the closing If all conditions are met the Close This Period prompt appears If you enter Y the routine starts a background job to close the period Effects of Closing a Period When the Fixed Assets Module closes the current fiscal period the module establishes a background job that performs the following e all ACTIVE asset s amounts are initialized for the next fiscal period e the current period is locked to prevent further postings of transactions e at year end for INITIAL assets the year to date activity is added to the start of next year s amounts and the current year s amounts are zeroed out for ACTIVE assets starting amounts are set up for the new year and the current schedule information is saved for schedule histor
109. creen If a button is inactive grayed out you cannot access the routines menus or functions associated with that button Toolbar Buttons The buttons on the MEDITECH toolbar are consistent in all modules They perform basic functions such as saving or exiting a screen cache As anoun memory where frequently used data values are stored As a verb to place frequently used data values into memory canned text A frequently used text passage that you can store in the Canned Text Dictionary for your module and use as needed Page 214 Client Server Fixed Assets Application User Manual Canned text can include data fields that are replaced by data from the application database when a user inserts the canned text into a text file capital expenditure The cost and associated expenses incurred during the purchase of an asset that benefit your health care facility for multiple accounting periods capitated payment Under a capitation arrangement the payment made to an eligible provider at the end of each month The payment is based on a fixed amount for all that provider s members capitation A system in which providers agree to accept an established payment in advance in return for services The provider is periodically paid a specified fixed amount for each person served for example PMPM per member per month for a group of specified health services regardless of the actual number or nature of services delivered care a
110. creen The screen allows you to select all compiled reports or to limit selected reports by name status and date When you access the screen by opening the Process Compiled Reports Routine you create a new set of selections When you access the screen after you have begun to process reports you can select a new set of reports or the set you previously selected Compile Report Routine Use this routine to create and compile new reports You can access predefined selection criteria from the FA Selections Dictionary or define reports with selection and sort criteria that you define After each report is created compiled it is added to the bottom of the Process screen View a Compiled Report Routine Use this routine to view the format for a single compiled report Print Compiled Fixed Asset Reports Routine Use this routine to define the information you want to appear on a compiled report via a report format You can print a report only if you are authorized to use the purchasing facilities and departments that appear on a compiled report You can print any one of the following reports Asset List Value Activity Summary Asset Activity Summary Asset Activity Detail Activity Comparison Current Status Current Value Std Value Period Std Value Curr FY Schedule History Schedule Projections Custom Report Format Optional Report Criteria You can restrict a compiled report to start printing with a
111. ct File Print on the verb strip the print window appears Printer Properties When you click Properties in the Print Window the printer properties window appears priority The level of urgency associated with a procedure s transmission to an ancillary department You define a procedure s priority in the Procedure Dictionary The three levels of priority ranging in order from most urgent to least appear below STAT The most urgent type these always transmit immediately to the appropriate departments prior to Urgent and Routine Orders Urgent Take precedence over Routine orders Routine Placed in the queue for transmission after STAT and Urgent orders Page 256 Client Server Fixed Assets Application User Manual problem number A sequential system generated number used for referring to a problem order Problem orders also have Web numbers as well as problem numbers Problem number ranges are used in printing the Problems List problem order An order placed from a provider s Web page that cannot be filed into OE For example OE may not be able to file a procedure for patients without medical or admissions records or for whom drug interactions are defined in the PHA Module Missing required information is also a source of problem orders for example query responses quantity Web orders with order comments attached are also included in the list of problems even if nothing is wrong with them pro
112. cy Your organization might want to retain some assets for statistical reasons and for future reference You can purge any assets that e have no scheduled transactions pending e have no book value e have a RETIRED status e satisfy the minimum number of years for retention in the system specified in the FA parameters Purging Assets Associated Reports You use the following reports when you are purging assets Page 5 Client Server Fixed Assets Application User Manual e Compile Asset Purge List Routine Asset Purge Report These reports list assets that are eligible for purging Analyzing these reports allows you to control the entire purging process For example you can select specific assets that appear on the reports and flag them so they are not purged Page 6 Client Server Fixed Assets Application User Manual FA Desktops FA Accountant Desktop The Accountant Desktop provides the following functions e Assets e Inquiry e Sch Reports e Reports e Compiled Reports e Custom Reports GL Budget e Select e System Status e Preferences Assets Use the Select or Preferences screen to select the assets that appear on the Process Assets screen Click number name status class or department in the column header to sort the table by the criteria you want Click assets to view additional information in the fields below Click check boxes to insert checkmarks and to select assets Click again to
113. d EOC do not form an account that is active on the GL chart of accounts An expression does not exist at the Account Expression for GL Distribution by Department parameter Schedules Screen Overview of the Enter Edit Asset Routine Schedules Screen Use this routine to determine how to calculate changes to an asset value for example depreciation and when these changes should occur You define your specifications in a schedule For example you can specify that the system calculates the accumulated depreciation value using the straight line depreciation method The system then calculates the accumulated depreciation value in this way for every GL period in the defined life of an asset You must define a schedule for each value in the FA Value Dictionary defined as requiring a schedule Page 46 Client Server Fixed Assets Application User Manual A i BLDG Process Asset et 00023 apartment 01 7010 INITIAL seneral Jl Jlcomments cos Value Frequency ACC DEPR w GL PERIOD BOOK COST E hecu e amounts Aprojection Schedule Start Date 07 01 03 Fiscal Year 2004 Total Years in Schedule 7 Define Annual Amount by METHOD Current Fiscal Year In Schedule 2006 3 Start Of Year Year To Date 0 00 0 00 Entering a Schedule for Each Value Schedules Screen To calculate your assets values on a regular basis for example accumulated depreciation every month you can define a schedule for asset values Sche
114. d in the FA Value You can override the GL Dictionary at the account in the Ace Depr Frequency prompt Acct prompt Changing a GL Department Number You can change an asset s GL department number at any time via the Enter Edit Asset General Information Process Asset Routine To do so delete the existing number at the Department prompt and enter the new GL department number Listing GL Information Changes There are two methods for listing GL information changes To list Use the GL account overrides Asset GL Account Exception Report GL department number changes Department Changes Report Page 35 Client Server Fixed Assets Application User Manual Processing Assets Overview of the Process Asset Screen Use this routine to enter a new asset edit an existing asset or list asset information E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt Enter a purchasing facility at the Facility prompt and then enter an asset at the Asset prompt If the asset is new you must assign an asset number and then the system assigns a status Routine Functions Use the Process Asset screen to do the following Enter and edit assets e Run the Current Status Report e List comments e List customer defined asset data e Print activity reports by period e Print activity reports by year e Run miscellaneous routin
115. d organize assets within the system you assign classes to assets via the Enter Edit Asset General Information Process Asset Routine You must associate each asset with a class in the FA Class Dictionary For example you can create a class for Major Moveable Equipment You can generate the following reports by class e List Assets e Current Status Report e Standard Value For Period and Current Year e Activity Reports By Class and Period e Schedule Projection For One or Multiple Classes Specifying a Type To increase the accuracy of calculating asset depreciation you can associate each asset with an assert type via the Enter Edit Asset General Information Process Asset Routine Selecting an asset type automatically assigns the years of useful life for the asset at the Total Years In Schedule prompt of the Enter Edit Asset Schedules Process Asset Routine For example you can create a type for COMPUTERS with a useful life of 6 years All assets with this type have a schedule limited to 6 years However this limit can be overridden Entering Locations To help you locate an asset within your facility you can identify the following via the Enter Edit Asset General Information Process Asset Routine e a building or facility in which the asset appears at the Location prompt for example LOT A NW WING e an identifying number for an asset within a location at the Property Num prompt a user assigned number Page 33 Cl
116. d transactions as they progress through this sequence Work Flow When Creating Scheduled Transactions To create scheduled transactions do the following 1 Create scheduled transactions using the Create Scheduled Transactions Routine This routine uses asset information from several Process Asset Routine prompts 2 List and review the scheduled transactions 3 Determine if scheduled transactions are correct 4 If necessary recreate all scheduled transactions using the Create Scheduled Transactions Routine Or adjust individual scheduled transactions using the Add Re Calculate Delete Scheduled Transactions Routine 5 Post scheduled transactions 6 Ensure the integrity of the transactions General Ledger receives Page 75 Client Server Fixed Assets Application User Manual Graphic of the Creation of Scheduled Transactions Asset Information That Determines the Creation of Scheduled Transactions Enter Edit Asset GL Distribution Routine Enter Edit Asset General Information Routine By Acct Dpt prompt Acc Depr Acct prompt Enter Edit Asset Schedule Routine Method prompt Frequency prompt Create Scheduled Transactions Routine Graphic of the List and Review of the Scheduled Transactions Print Scheduled Transactions Print Scheduled Transactions Summary Routine Detail Routine All Assets Recreate Scheduled Transactions ivi Add Re Calculate Delete Scheduled Transaction Routine Transactions At peri
117. d type and retired type date e GL accounts for purchase and accumulated depreciation e property number and physical location e vendor e purchase order PO and invoice e PO line e manufacturer and manufacturer serial number e whether the asset is under evaluation for possible purchase only for INITIAL INIT PR assets Specifying Assets Under Evaluation for Possible Purchase You can define an asset as under evaluation for purchase via the Proposed prompt to change the status of the asset from INITIAL to INIT PR INITIAL PROPOSED This feature allows you to include potential budget items on depreciation projections E Note To activate an asset with a status of INIT PR enter N at the Proposed prompt The system changes the status of the asset to INITIAL when you run the Activate Asset Routine Page 39 Client Server Fixed Assets Application User Manual Facility A Class BLDG Process Asset Asset 00023 Department 01 7010 Status INITIAL Department 01 7010 Contract Date Class BLDG Date Acquired Type AACIDANALY Retired Date Proposed GL Information GL Asset Number 01 1451 0000 MCH BUILDING GL Accumulated Depreciation Number 01 1460 0010 MCH ACC DEP BUILDING GL Information Property Num Location Vendor Purchase Order Line Invoice Manufacturer Mfr Serial Num Amounts Screen Overview of the Enter Edit Asset Routine Amounts Screen To allow the system to regularly update the values for an asset througho
118. dard Medicare Old Asset Date Document Scanning ICT Account Expression in CRP or SUP CRP_ 1125 0000 Number of Periods to Keep Transactions Number of Complete Fiscal Years to Keep Period Amounts Number of Periods to Keep GL Distribution Index Number of Complete Fiscal Years to Keep Retired Assets Archive Purged Assets View Parameters Routine Depreciation Methods Screen To view documentation describing a parameter move the cursor to the field of interest and click the mouse button To view documentation for the General screen click on its tab Page 187 Client Server Fixed Assets Application User Manual General Depreciation Methods Method Default Basis Default Limit Default Proration Method EL COST SALWAGE MONTH IN FY DB 200 6 BOOK COST SALYAGE MONTH IN FY DB 1509 BOOK COST SALYAGE MONTH IN FY DB 125 6 BOOK COST SALYAGE MONTH IN FY SYD COST SALWAGE MONTH IN FY Schedule Method Defaults Standard Default SL Facility Default GL Value Parameter Enter the depreciation value that your health care organization uses when depreciation activity 1s sent to the General Ledger In most instances this should be accumulated depreciation GL Cost Value Parameter Enter the standard value that your health care organization uses to associate a cost value with an asset It can be defined as COST or COST SALVAGE GL Batch for Scheduled Transactions Summary Detail Parameter Determine whether the batch for t
119. dated status of the current compilation When you click on the Re Display button the system refreshes the screen and displays the latest information if any on the background job on which the compilation is running Facility Conflict Report Use this routine to list all conflicts between an asset s department GL accounts and the purchasing facility s corporation If conflicts exist after you run the Change Purchasing Facility Routine this report prints automatically The following table lists the checks potential problems and error messages that appear on this report Checks the Asset s If the Error Message Department Department is not Asset does not have a department found Page 154 Client Server Fixed Assets Application User Manual Checks the Asset s If the Error Message Department does not Dept lt dept name gt cannot be in match any of the Facility lt facility mnemonic gt selected purchasing facility s corporations Account number Account is not active GL Asset GL Accumulated and accumulated Depreciation Account lt gt is not depreciation active account number Account is not allowed GL Asset GL Accumulated for the selected Depreciation Account lt gt cannot purchasing facilty be used with Facility lt facility mnemonic gt GL expense Corporation for the Dept lt dept gt does not have an accounts by departments is not appropriate expense account for use department authorized for t
120. de each asset s comments The List Assets Reports can list assets by Routine Description Number A list of assets in numerical sequence Description An alphabetic list of assets Class A list of assets within class Department A list of assets within General Ledger department numbers location of the asset Asset Routines Overview of Asset Routines Use the asset routines to perform the following functions To do this Use this routine Ensure that INITIAL assets Check Eligibility for Activation contain all necessary information Routine prior to changing their status to ACTIVE Change the status of multiple Activate Assets Routine INITIAL assets to ACTIVE Assign a new asset number to an Change Asset Number Routine asset Create numerous copies of an Replicate Asset Routine asset Determine the purchasing facility Asset Facility Inquiry Routine for a specific asset View all information for a single Asset Inquiry Routine asset Page 65 Client Server Fixed Assets Application User Manual Check Eligibility for Activation Routine Overview for Checking a Set of Assets Eligibility for Activation Use this routine to ensure that INITIAL assets contain all necessary information prior to changing their status to ACTIVE You can limit this check to e sets of asset numbers e aclass a department e any combination of the above Use the following reports to list errors that occur during this check
121. de used to authenticate e users logging onto the MEDITECH system e providers using the electronic signature feature A PIN can also be assigned to a provider by an insurance company for insurance verification plan information Information used to identify a patient s insurance plan and the critical information that it contains The following fields are considered plan information fields in MEDITECH s ARM Module Page 252 Client Server Fixed Assets Application User Manual e Policy Number e Group Name e Care Group e Group Number e PCP e Effective Date e Status e Expiration Date e Relationship to Patient e Verified Date e Coverage plan of care A group of problems or diagnoses outcomes or goals interventions and orders assigned to a patient The two types of plans of care are critical path and care plan plan of care All patient care diagnoses goals interventions and orders associated with a patient PMPM per member per month Under a capitation arrangement the amount paid per member per month The contracted amount can vary depending on the member s age and sex Examples of PMPM payments e Amount an insurance carrier pays per member per month to a managed care office e Amount a managed care office pays to a provider regardless of the actual number or nature of services delivered POS point of service plan A set of health insurance benefits that allows subscribers to select between different deliv
122. der groups can be used to control access to patient data sort the ADM Provider Census Page 259 Client Server Fixed Assets Application User Manual Report or share lists in the Patient Care Inquiry PCI Module A provider can belong to only one MIS provider group In LAB a set of providers defined via the LIS Provider Group Dictionary LAB provider groups can be used as selection criteria to determine which providers receive patient reports and which specimens appear on management and patient reports Individual providers can belong to more than one LAB provider group You can assign a report to more than one LAB provider group provider notification date The date on which a provider is notified that a renewable order needs to be renewed This is usually set up to be one or more days before the order is actually automatically renewed provider type Most health care organizations employ different types of providers The MIS Provider Type Dictionary allows your organization to categorize its providers Typical provider types include e resident e physical therapist e registered nurse e physician assistant e staff physician e consulting physician purchase order A request sent by your health care organization to a vendor for the purchase of an asset purchasing facility A division or section of your health care organization that controls access to specific purchasing requisition invoice and asset information Fo
123. dules determine how the current amount of the value changes over time For example the accumulated depreciation value can increase every month by a specific amount while any associated values Book value decrease by the same amount You define the following information for each scheduled asset value Page 47 Client Server Fixed Assets Application User Manual e frequency e schedule start date e fiscal year of the schedule start date e total years in schedule e process for calculating depreciation method table direct entry Entering the Frequency of Calculation for a Schedule Overview for Entering the Frequency for Calculating a Schedule Schedules Screen Each asset value has a schedule frequency defined in the FA Value Dictionary Schedule frequencies determine how often asset values are calculated For each value you define either the GL period period end or fiscal year and Year End Determining the Schedule Start Date Schedules Screen At the Schedule Start Date prompt on the Schedules screen in the Enter Edit Asset Routine enter the date at which the schedule for the asset begins If the asset was depreciated enter the date at which the calculation of depreciation began The start date of the schedule is usually the same date you entered at the Date Acquired prompt on the General Information screen in the Enter Edit Asset Routine Entering a New Asset If you are entering a new asset the schedule star
124. e asset early Maintaining and Monitoring INIT and INIT PR Assets To ensure all information is correct before you activate an asset you can edit any information for INITIAL and INIT PR assets via the Process Asset Routine Maintaining ACTIVE Assets Required Maintenance You must perform maintenance on ACTIVE assets if you make e a major capital improvement which increases the asset s value e a financial adjustment for accounting or tax purposes a financial adjustment made in General Ledger after the close of a period Maintaining ACTIVE Assets Regular Maintenance You perform regular maintenance on assets with an ACTIVE status For example you can e edit an asset s general information e change an asset s number e change an asset s department Do not change the following information for an ACTIVE asset e Define Annual Amount By e Total Years In Schedule GL Acc Depr e Schedule Start Date e Frequency Changes to these prompts affect the integrity of your data Page 64 Client Server Fixed Assets Application User Manual Listing Asset Information Several routines enable you to list an asset s general current status or current value information regardless of an asset s status You can produce these reports in various ways and sequences List Assets Reports The List Asset Reports presents assets general information No financial information appears These reports show the organization of your assets You can inclu
125. e the system displays the number of eligible and ineligible assets For example 1 Eligible 114 Ineligible List Ineligible Assets On You can print a list of ineligible assets and the reasons for their ineligibility Initial Assets Not Eligible for Activation Report This report lists all assets within a selected range It flags missing information that prevents assets from being activated Activate Assets Routine Overview of the Activate Assets Routine Use this routine to change the status of multiple INITIAL assets to ACTIVE To activate assets individually use the Activate INITIAL Asset Process Asset Routine MEDITECH recommends you use the set of assets from the Check Eligibility For Activation Routine for activating assets To activate assets follow these steps to ensure that all assets you activate have complete information 1 Organize the assets into logical sets 2 Check the assets for eligibility 3 Correct ineligible assets Page 67 Client Server Fixed Assets Application User Manual 4 Run the reports 5 Activate the assets After you activate assets their values can be changed via the Create Scheduled Transactions Routine The successful calculation of asset values is necessary for the proper valuation of assets E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt Note also that you cannot
126. e a referral for coverage of specialty services The insurance provider or managed care office must approve the referral before the specialist s services are covered referral check A check that the system performs during auth referral entry You create auth referral checks in the ARM Auth Referral Check Dictionary When a user enters an auth referral for a practice that is associated with an auth referral check the system issues a warning if the information on the auth referral meets any of the conditions defined for the auth referral check Page 261 Client Server Fixed Assets Application User Manual referral identification number The number that the system uses to track an auth referral This number appears as the auth referral s Authorization number in Lookups and as the auth referral s authorization number on the Process Referral and Process Referral by Patient screens The ARM Module uses three types of identification numbers for auth referrals These are in order of priority highest to lowest Authorization number Precertification or intermediary number Tracking number The system uses the highest priority number available for each auth referral as that auth referral s authorization number referral services The coding methods service codes and quantities assigned to an auth referral referral status An auth referral can have any of the following referral statuses Status Description APPROVED The
127. e and sorted numerically by account number For example if you enter E the Lookup displays Expense type accounts Account Lookup by Component or Super Component Value To display accounts by component or super component value enter the following 1 acomponent or super component mnemonic 2 3 the appropriate value 4 an equal sign a backslash Then click on For example to limit the Lookup to accounts with Corporation CRP component values of 02 enter cRP 02 and click on Page 196 Client Server Fixed Assets Application User Manual Account Lookup Limited to Control Accounts To view control accounts only enter c and click on 2 Combining Account Lookup Restrictions You can combine two account Lookup restrictions To do this enter the restrictions in the following order 1 the first restriction do not include a backslash 2 acomma 3 the second restriction followed by a backslash Then click on For example to view only accounts in class 3 Revenues with Revenue Object Code ROC component values of 1010 enter 3 ROC 1010 then press lt Lookup gt Do not enter blank spaces in any part of a restriction Restrictions can be entered in any order That is 3 ROC 1010 produces the same result as ROC 1010 3 E Notes You cannot combine two restrictions of the same kind For example the following Lookup restriction is invalid because it contains two restrictions by component v
128. e following information e open balance by period e close balance by period e transaction amounts e schedule information Page 134 Client Server Fixed Assets Application User Manual For Value From Facility Thru Facility From Department From Asset Number Thru Department Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Year From Acquired Date Active or Retired or Both Detail Period End Only Overview of Activity Reports Detail Period End Only Use these reports to view all transactions applied to assets for a range of periods or years The detail reports list fiscal amounts for a specified range of periods The detail reports also include all scheduled and direct transactions you apply to each asset for each fiscal period You can print the activity report detail using one of the following formats e Number e Class e Department Sample of Report Activity Detail by Number Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by asset number This report lists assets with a status of ACTIVE or RETIRED or both within ranges of Page 135 Client Server Fixed Assets Application User Manual e purchasing facilities e asset values e asset numbers e GL periods e acquired dates Report Information This report contains the following information e open balance by period e Close balance by period e transaction d
129. e module allows you to process an unlimited number of buildings lots and movable assets The module allocates depreciation expenses among the organization s departments The module includes multiple reporting features Also you can use the flexible report writer to generate asset and depreciation reports When you integrate this module with the entire Health Care Information System HCIS the following can occur e transmission of depreciation entries to the General Ledger Module e creation of new asset entries from the Materials Management Accounts Payable MM AP Interface The Fixed Assets Module s Features The following graphic illustrates the three processing phases of an asset in the Fixed Assets Module Page 1 Client Server Fixed Assets Application User Manual Hew Assets y N Entering Assets j Associated Reports ES Activating Assets P roo Associated Reports Depreciating Asset Values IMTMTPI r y Associated Reports ly Balancing Fixed Assets and General Ledger Associated Reports End of the Life Cycle of an Asset isc Retiring Assets fe H Associated Reports Purging Assets i Associated Reports esl Entering Assets This feature allows you to add new assets directly into the Fixed Assets Module or via the MM AP Interface The following graphic illustrates the steps you take to add new assets Page 2 Client Server Fixed Assets Application User Manual
130. e status of the asset a message appears and you must enter any missing information before you can activate the asset However if the system finds no errors and the asset is ready for activation a message appears If you enter Y the Activated message appears and the system activates the asset E Note To activate multiple assets at one time use the Activate Assets Routine Activating Individual Assets Error Messages The following table lists the error messages that may appear and describes how to correct the errors Page 60 Client Server Fixed Assets Application User Manual Error Message To correct check the following prompts General information fields missing GL distribution missing Amount required for ACC DEPR Amount required for COST Schedule required for ACC DEPR In the Enter Edit Asset GL Distribution Process Asset Routine Desc Class GL Acc Depr In the Enter Edit Asset GL Distribution Process Asset Routine GL Acct Dpt In the Enter Edit Asset Amounts Process Asset Routine Value Acc Depr In the Enter Edit Asset Amounts Process Asset Routine Value Cost In the Enter Edit Asset Schedules Process Asset Routine Define Annual Amount By Retire Asset Routine Overview of the Retire Asset Process Asset Routine Use this routine to retire the asset currently identified on the Process Asset screen You can retire only assets with an ACTIVE status The Fixed Assets
131. e this function to view the status on the progress of closing a period Refresh Use this function to refresh the System Status screen Preferences Use this function to access user defined preferences and default values for the user signed into the desktop You can access the Additional Reports Menu field and preferences for all users via the Preferences Dictionary Page 23 Client Server Fixed Assets Application User Manual Manager Desktop MEDITECH Process Assets COMPUTER DESK ACTIVE CAP LSE 01 6600 REFRIGERATOR INITIAL BLDG 01 3100 COMPUTER INIT PR BLOG 01 3100 TELEPHONE ACTIVE BLOG 01 3200 TELEPHONE INITIAL EQUIP 01 7200 CAT SCAN MACHINE INITIAL BLOG 01 7010 INTERCOM SYSTEM ACTIVE BLOG 01 6030 REFRIGERATOR INIT PR BLDG 01 3100 COMPUTER INITIAL CAP LSE 01 3100 COMPUTER MONITOR ACTIVE BLDG 01 6500 CARTRIDGE OXYGEN SENSOR INITIAL CAP LSE 01 6600 0000009000 29000000006 5 01 1454 0000 COMPMICRO FA Supervisor Desktop The Supervisor Desktop provides the following functions Page 24 Client Server Fixed Assets Application User Manual e Assets e Enter Asset e Edit Asset e Inquiry e Activate Assets e Check Assets e Schedules e Sch Reports e Reports e Compiled Reports e Custom Reports e GL Budget e Select e System Status e Preferences Assets Use the Select or Preferences screen to select the assets that appear on the Process Assets screen Click number name status class
132. ear Schedule History E Note The ability to use these functions is controlled by the FA Option Set and FA Access dictionaries By Year Activity Summary One Value Process Asset Routine Use this routine to generate a list of Fixed Assets system activity recorded for one value of the asset currently identified on the Process Asset screen When you select the routine the Activity Summary for One Value by Year screen appears where you define the following information for which you want to run the report e Asset value e Range of fiscal years e Range of acquired dates The report is sorted by fiscal year Page 57 Client Server Fixed Assets Application User Manual By Year Activity Summary All Values Process Asset Routine Use this routine to generate a list of Fixed Assets system activity recorded for all values of the asset currently identified on the Process Asset screen The report is sorted by fiscal year You can specify the list to include any user defined range of fiscal years By Year Schedule History Process Asset Routine Use this routine to list information about the schedule that was in effect at the end of each fiscal year for one value of the asset currently identified on the Process Asset screen When you select the routine the Schedule History screen appears where you define the following information for which you want to run the report e Asset value e Range of fiscal years e Range of acquired dates The re
133. eate an employee report with a primary sort criterion of payroll Assume your health care organization uses three payrolls Payroll A Payroll B and Payroll C The report lists employees in Payroll A first followed by Payroll B and Payroll C E Note Most reports allow you to specify a secondary sort as well print destination window The window that appears when you initiate printing print manager window The window on which you define your printing preferences a If you press from the Print Destination window you can define the printer and number of copies to print If you press from the Preview screen you can also define the range of pages to print preview screen When you press the from the Print Destination window the Preview screen appears print queue A temporary location in which new Order Entry Module OE order forms output formats labels and requisitions are placed in a sequence for printing at their designated destinations print server A PC that controls one or more printers for your network configuration The printer server can be any PC on the network When you print a file from your PC the operating system on your PC sends the file to the print server The print server then puts this file on a queue associated with a printer and the printer prints the files on that queue Page 255 Client Server Fixed Assets Application User Manual Print Window When you click 5 on the toolbar or sele
134. ed via your module s Access Dictionary to a group of users who perform similar tasks account number A unique number that identifies each health care organization visit for a patient The number is used for identification and billing purposes account number HCIS A unique number that identifies each health care organization visit for a patient The number is used for identification and billing purposes accumulated depreciation ACC DEPR The portion of an asset s cost ACC DEPR that Fixed Assets recognizes as an expense and sends to General Ledger GL for posting This value increases at regularly scheduled intervals until GL records the asset s entire cost acknowledged problem order A problem order that is marked to show that OE users at your health care organization are aware of it via the Acknowledge function in the Process Problems Routine When a problem is marked as ACKNOWLEDGED it remains on the ordering provider s list of problems until resolved Page 207 Client Server Fixed Assets Application User Manual acquired date The date the asset was purchased by your health care organization action A code that describes the current responsibility for an auth referral Typically action codes indicate that some steps are needed by the requesting provider or PCP the specialist or the insurance carrier When you assign an action you specify on whose worklist the auth referral appears next admission status A
135. edule Method Basis dollar amount for Basis Limit dollar amount for Limit Proration Table Direct Entry E Note Toa ly changes for a method to all assets edit the appropriate value in the FA pp parameters To apply changes to one asset use the Schedules screen To make changes to a table MEDITECH recommends you create a new table for the asset in the FA Tables Dictionary Listing an INITIAL Asset s Schedule Projections Schedules Screen You can list the scheduled projections for a range of INITIAL status assets via the following Asset Projection reports e by number e by class e by department Viewing an ACTIVE Asset s Schedule Projections Schedules Screen The Fixed Assets Module FA provides the ability to view the scheduled projections for an ACTIVE asset anytime during its life This schedule provides the changes in the asset values by fiscal year for the remainder of its life and an overview scheduled projections of the current year Page 51 Client Server Fixed Assets Application User Manual Listing an ACTIVE Asset s Schedule Projections Schedules Screen You can list the scheduled projections for a range of ACTIVE assets via the following reports e Asset Projections by number by class by department e Grouped Projections for GL Periods by number by class by department Grouped Projections for Fiscal Years by number by class by department Comments Scree
136. edule Screen Use this screen to view the schedule of a value for the selected asset Page 73 Client Server Fixed Assets Application User Manual Facility A Class BLDG Asset Inquiry Asset 00023 Department 01 7010 Status INITIAL 07 01 03 2004 7 METHOD 2006 0 00 Page 74 Client Server Fixed Assets Application User Manual Processing Schedules Overview of Processing Scheduled Transactions A primary function of the Fixed Assets FA Module is to calculate depreciation amounts for eligible assets values on a regularly scheduled basis Because FA does not automatically create scheduled transactions you must initiate the creation process After you create scheduled transactions you can review and adjust them as needed You can adjust scheduled transactions via direct transactions When you are satisfied with the results you can post the scheduled transactions Affecting Derived and Non Derived Asset Values When you post scheduled transactions the FA Module updates both the non derived and derived asset values For example the derived value BOOK has the following formula COST ACC DEPR When FA calculates ACC DEPR or you change COST with a direct transaction the derived value BOOK changes automatically Scheduled transactions are placed in a batch for the General Ledger Module GL so that an asset s value is in balance in the FA and GL Modules Several reports can help you track schedule
137. eeeaeeeseeeeeesaeeeseeaeeeeseeensneeeeeeaas 180 D d liMiteiS ic A ada 182 F fiscal periods O 195 Index G General Ledger ACCOUMS i 34 195 comparing transaction information ssas nr n cnn nn E A rn 91 department numbers ii aci 35 L link valles MAP ci nd Aia act 181 cai ti ica 33 N Non FA Information penea a e id 180 P A RR E 186 prorated discount La abia A aaa 182 PST ata aii 182 p rging and archiving 20 A A ne at aed 5 151 e A O AE 152 PUT ii e da a edo da al do al o ade asad 5 S schedule projections A rinn a e i p ea a a oi a T a aei aaa a e aaa 88 deleting cnar en i a E e hoe S E e ini aod dee asd a a ai a 169 for GI DUAGES je sti e a Se e A aaa aa 168 172 E A ai 169 A A A aati ate 51 52 169 170 A o feesckicn te Heth A Saetdids cap cata ousiceidncagtashe tages aieeaa ea Eaei 159 USD Lt rato tec 171 scheduled transactions AddING NS 87 ad US A e iy ne act eno Sch te at re dad E 41 creatina ee eda beakers eS ce aot aed cg ESE I od ee 75 delata 88 E A 84 85 listing GE batches erat id 35 90 AP OS 92 O ON 84 85 A O OS 88 MEW Do A E lada LAA id aeia 82 T
138. eeeeessseeeeseeeeaes 179 ASSL y Pe DICO o hd ore 180 Class Dict Ona ny s cssticic8i 2y220 8255 bated beta hed cba teed Penh eae EE A 180 Location Dictionaries 181 Manutacturer A dd 181 MM AP Link Values Map an E 181 Overview of the MM AP Link Values Map ocoooccnocconocncoonnnonnncnonnnnononononnnconnncnnoncnonnncnnnnno 181 Defining a Delimiter for the MM AP Link Values Map coooconiccnnoconocononanonncnnncconaconccnnnannncnnos 182 Defining Values for the MM AP Link Values Map oooconoconiccnoononocononoconncnnnoconccnnonnnananccon nono 182 Option Set Dictionary uuotcbainniba nani litiasis 182 Report Eo DIC A a Os 182 Retired Type Dicta Fusil e eb ede Metis 183 Selections Dictionary A A A E 183 Tables Dic baaa 184 Table DIC cscscvdscedesseexseedesssvevdecesseevetecsawseevsscnsvens bow dess E ities ses newest 184 Value Dictionary 4 3 sscsnecessca Ai 185 Ni A ea 186 MIS Purchasing Facilities Dictionary eccccecesscesssceeessceeeneeeesseceeseceeseeessaeeceseeeeseseesseeeeeeeess 186 PATAS A A A A A A 186 List Parameters Rouco iii 186 View Paramet rs o 187 View Parameters Routine General rin Rias 187 View Parameters Routine Depreciation Methods Screen ooooooccnoocccoocccooncncnonnnnonononononcnnnos 187 GE Value bg lt 1 1G Xe emer ne nen oa ee TES EE EEE ETE ee 188 GL C st Valie Parameter nn nna eas cack E aaa a casa oho vedo ght ane pen SUES 188 GL Batch for Scheduled Transactions Summary Detail Parameter
139. eeeneeeneees 174 List GL Batches By Account ROUtINS oooooocnonoccnonncnonnncnoncncononononononononcnnnnnnononcnnnncnoss 174 Department Expense Report Routine ssnesssesssessseessrossressseesseossrossressreesseosseossrossreesseeso 174 List Department Distribution Discrepancies Routine ceeceeceesseeeseeeseeeeseeeeeenreeneeees 175 Dictionaries and Parameters ssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nannan 176 ACCES DIC ds 176 Overview of the Access Dictionary oocccooccnoocncooncncononononononononcnonnnnononcnnnnncnnnnnnonnnnnannncnannnnannss 176 SS ats eit eaaa 176 Defining User Access Mnemonics monsen a E R R E AEREE 176 Controlling Access Security Using the Option Set and Access Dictionaries oooonoconoccnnnc 177 Creating Security Levels Example ccccccccccsssccssseceeseceessecesseeeesseeesseeeeseeeesteeenseeeeeseees 177 Overview for the Creating Security Levels Example oooonoocconocccconcncoooncnoncncnoncncnnnnnos 177 Entering Buttons Manually for the Process Screen oooconoconioccnocococanoncconnononaconcconncnnos 177 Editing and Deleting BUttONS eee e E E ts 178 Defining Buttons for ROUtINES 2 0 0 ccc ececcccesceeeseeeesseeeeseeeessecesseeeeneeeeseeeseseeesseeesaes 178 Creating Menus for Buttons cccccccsscccessceeeseceeseeceeseceesseeeseeeesseeesssesenseeeeesesensaeees 179 Linking Users via the Access Dictionary cccccccsssecessseeesesessseeeeseee
140. efine levels of services available to plan members for example allergy and cardiology You can group several coding methods under one service group For each coding method defined in the MIS Coding Method Dictionary you can e associate a range of service codes that are defined in the MIS Service Code Dictionary e give the range a description that appears in Lookups and on reports service period A time period during which services are available to individual plan members or groups of members session A period during which a user interacts with an application or program A session begins with the user signing onto or launching an application or program and ends with the user closing it set of billing requirements A group of one or more billing procedures with specific medical necessity data diagnoses and modifiers defined for each When evaluating a patient for medical necessity the system checks the set of billing requirements for the patient to determine whether a billing procedure is medically necessary for a patient s diagnosis ICD9 codes signa SIG The medication prescription label indicating the frequency of administration for example q4h prn site A work area within a LAB OE PHA PCS or ITS department Sites are generally defined within each clinical application For example there can be multiple sites within a LAB department to identity the various locations at which lab testing is performed Sites
141. endor s interface For example Pharmacy is a source module that sends medication orders to EMR specialist specialty provider A provider of services that are beyond the capabilities or resources of a patient s primary care provider A specialist normally provides services at the request of a primary care provider or another specialty care provider Provider specialties are defined in the MIS Provider Dictionary specific user A user who is specifically defined as a user in an ARM Access Dictionary entry by being entered at the Users prompt on the main Enter Edit Access screen standard method One of three ways of calculating depreciation Page 270 Client Server Fixed Assets Application User Manual There are five different processes for calculating the standard method Your health care organization chooses one in the FA parameters The most common choice is straight line e Straight Line e Sum of the Year s Digits e Double Declining Balance e Declining Balance 150 e Declining Balance 125 standard value An asset value provided with the Fixed Assets Module There are five standard values e Cost e Accumulated Depreciation ACC DEPR e Book Cost Accumulated Depreciation e Salvage e Cost Salvage status An asset s internal code that explains the condition of an asset The statuses are listed and described below Status Description INIT PR A new asset being evaluated for possible purchase
142. ent type that caused hospitalization Occurrence codes are used on the UB92 claim occurrence span The date range associated with an occurrence code OE site An OE site is where tests and procedures are carried out Each OE site must be defined in the OE Site Dictionary Sites provide Order Entry with the flexibility of mapping a procedure charge to different revenue sites and GL corporations For example a health care organization may have 2 EKG charges Site A charges 100 00 and Site B charges 75 00 In the OE Procedure Dictionary there is only one space for a billing procedure number In order to accommodate the scenario above the OE Site Dictionary allows your health care organization to map this single OE procedure to two different revenue sites Also an OE site can be used to select a printer from the destination set OOP out of pocket amount for patient The charge portion including deductibles copayments and co insurance for which the patient is responsible Out of pocket expenses can also refer to the payment of services not covered by or approved for reimbursement by the health plan Page 245 Client Server Fixed Assets Application User Manual option set A group of functions or routines that are defined in the Option Set Dictionary for the module in which you are working You can be authorized to use option sets via the Access Dictionary order A request to have a specific procedure performed on a pat
143. er they appear on menus is controlled by the FA Option Set and FA Access dictionaries Page 150 Client Server Fixed Assets Application User Manual FA Asset Purge for Facility No previous purges O FAC AP343 FACILITY B MM PHA A 3499929 12 14 06 PRINTED 03 29 07 Purge Routine Run Statistics As you complete each of the Asset Purge Routines the following information appears on the FA Asset Purge Process screen Page 151 Client Server Fixed Assets Application User Manual performance information number of assets processed number of assets rejected last asset number processed run information date completed time completed completed by whom e information from a simultaneously running purge routine status of purge who is running purge E Note If another user initiates a purge the system displays the action being taken and by whom To ensure purges do not interfere with each other contact the other user before you purge Archiving in the Fixed Assets Module Two methods of archiving are available in Fixed Assets FA You can manually archive most reports via the Archive button on the Print Destination Window If the Archiving button is disabled in the Print Destination Window or if you are not authorized to archive via the MIS User Dictionary archiving is not available for that report E Note You cannot use archived data to create MAGIC CS data Once you purge data you cannot
144. erform their jobs user group Any cluster of personnel in your health care organization who have been authorized to use specific Order Entry functions and routines Since you define user groups and their capabilities in the Order Entry Access Dictionary they are sometimes called access groups value A dollar amount standard values or non standard values associated with each asset Standard values are defined by the Fixed Asset Module and non stantdard values are defined by your health care organization Page 276 Client Server Fixed Assets Application User Manual vendor A company that sells goods to your health care organization Verified status VER A status assigned to an order that has been verified but has not yet been transmitted View An EMR set of panels that is organized differently from the standard set of panels These Views display data on different panels from the standard View But all the data that EMR displays in the standard View is displayed on the different panels associated with another View In the MIS FS Parameters your MEDITECH Applications Specialist defines which Views appear in EMR These can include any or all of the following Views e Medical Surgical e Behavioral e Long Term e Rehabilitation The View Selection buttons appear at the top of the certain panels for example Other Reports and Care Trends One View is selected as the default View which EMR automatically displays when you access
145. erventions current diet The diet for a patient s next scheduled meal Meal times are defined in the OE Customer Defined Parameters Dictionary The current diet generally appears on meal labels Thus the current diet is also called the display diet cursor An indication of your position on the screen most often in the form of a flashing vertical line at a prompt custom report A unique report created using the NPR Report Writer custom report A unique report created using the NPR Report Writer Customer Defined screen CDS An entire screen or a portion of a screen that your health care organization can use to collect data not captured on a standard screen Page 220 Client Server Fixed Assets Application User Manual CDSs occur in most MEDITECH modules CDSs are defined in the MIS Customer Defined Screen Dictionary where you can specify information about each prompt and the corresponding response field on the screen Your health care organization s assignment of CDSs in dictionaries and parameters determines when and where CDSs appear in your modules data field A single element of MAGIC code that retrieves an item of data from the MEDITECH database for example a patient s age or a lab specimen number Data fields can be inserted into documents such as labels or letters or incorporated into rules For example f pt name represents a data field which retrieves a patient s name and inserts it into a label letter
146. ery systems that is HMO PPO and fee for service when in need of health care services and at the time of accessing the services rather than making the selection at the time of open enrollment at place of employment In general patients who go outside the network of approved providers for services may pay more out of pocket expenses PPO preferred provider organization An organization of health care organizations and physicians that agrees to render particular services to a group of people perhaps under contract with a private insurer The services may be furnished at discounted rates and the insured population may incur out of pocket Page 253 Client Server Fixed Assets Application User Manual expenses for covered services received outside the PPO if the outside charge exceeds the PPO payment rate A PPO can be a separate legal entity or it may be a function of an already formed health plan HMO or PHO The entity may have a health benefit plan that is also referred to as a PPO PPOs are a common method of managing care while still paying for services through an indemnity plan Most PPO plans are point of service plans in that they pay a higher percentage for care provided by providers in the network PPR patient type A patient for whom a Provider Practice Record account number has been assigned A patient receives one PPR account number for each facility visited All appointments booked at a practice are booked under the
147. es Some of the above routines might not appear on your Process screen The availability of these routines is defined via the FA Option Set and FA Access dictionaries Page 36 Client Server Fixed Assets Application User Manual Process Assets From Asset Beginning Thru Asset 00050 COMPUTER DESK ACTIVE BLDG 01 3100 COMPUTER DESK ACTIVE CAP LSE 01 6600 REFRIGERATOR INITIAL BLDG 01 3100 COMPUTER INIT PR BLDG 01 3100 LAMPS INITIAL CAP LSE 01 6500 TELEPHONE ACTIVE BLDG 01 3200 ADJUSTABLE BED ACTIVE LAND IMP 01 7200 INTERCOM SYSTEM ACTIVE BLDG 01 6030 REFRIGERATOR INIT PR BLDG 01 3100 DFS INIT PR CAP LSE 01 6600 COMPUTER INITIAL CAP LSE 01 3100 COMPUTER MONITOR ACTIVE BLDG 01 6500 CARTRIDGE OXYGEN SENSOR INITIAL CAP LSE 01 6600 c O O O O iv O E 01 1451 0000 01 1460 0010 Assigning Asset Numbers Process Asset Screen The FA Module identifies each asset with a unique asset number assigned via the Process Asset Routine To assign an asset number do one of the following e Enter N at the Asset Number prompt to assign the next sequential number e Enter a unique number for the asset using up to ten characters This number normally matches the asset tag number E Note Ifa value exists at the Max Asset Number Length parameter in the FA toolbox you can enter N to assign the next sequential asset number Page 37 Client Server Fixed Assets Application User Manual Assigning a St
148. ess Schedules Routine Overview of the Process Schedules Routine Use the Process Schedules Routine to maintain create view list recalculate delete and post schedules When you open this routine the Select Schedules to Process pop up screen appears allowing you to select schedules based on value facility and status You can also access this screen after you open the routine by pressing the Select button and clicking on Select Schedule When the schedules appear on the Process screen determine whether you want to perform a function for one or more facilities If you want to perform the same function for more than one facility select the facilities by holding down the lt Shift gt key and clicking on each facility of interest Routine Functions To use this screen s routines click the button that contains the routine that you want to use This Process screen contains the following functions and routines Page 78 Client Server Fixed Assets Application User Manual e Selection Functions e Create Scheduled Transactions Routine e View Routine e Schedule List Routines e Add Recalculate Delete Routine e Post Routine El Note When the Close Period Routine is run the schedules are deleted so new schedules can be created for the next period Security You may not have access to all of the routines Your access to these routines and whether the routines appear on menus are controlled via the FA Access and Option Set dict
149. etail e schedule information For Value From Facility Thru Facility From Period Thru Period From Asset Number Thru Asset Number From Acquired Date Thru Acquired Date Active or Retired or Both Activity Detail by Class Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by asset class This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within class e GL periods e acquired dates Page 136 Client Server Fixed Assets Application User Manual Report Information This report contains the following information open balance by period close balance by period transaction amounts schedule information For Yalue From Facility Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number From Period From Acquired Date Thru Period Thru Acquired Date Activity Detail by Department Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by department This report lists assets with a status of ACTIVE RETIRED or both within ranges of purchasing facilities asset values asset numbers within department GL periods acquired dates Report Information This report contains the following information Page 137 Client Server Fixed Assets Application User Man
150. ets Asset Number Delimiter Asset Value Associated to Gross Subtract Prorated Portion of Discount Tax CcasT Asset Yalue Associated to Prorated Freight OST Page 181 Client Server Fixed Assets Application User Manual Defining a Delimiter for the MM AP Link Values Map A delimiter is a special character typically a dash that can be used to separate each part of an asset number for example you may want to separate a prefix from a suffix A delimiter allows you to e associate the prefix of an asset number with a link number e use the link number to initialize multiple assets from one invoice line When you initialize an asset the system checks for a match between the characters to the left of the delimiter and a link number If a match exists that link number appears as the default value for Link Number For example assume you define a dash as the delimiter Further assume that a transferred invoice exists with a line for 5 computer clients You require that each client is a separate asset To do so you define the link number as 101010 and then enter assets numbered 101010 1 thru 101010 5 for each of the clients When you enter asset number 101010 1 the system finds the link number match and 101010 becomes the link number default value Accept this default value for all five assets Defining Values for the MM AP Link Values Map You can define values for the following e Gross e Tax e Freight For each
151. ew asset activity for one asset value for specified GL periods sorted by asset number This report lists a assets with a status of ACTIVE or RETIRED or both within ranges of Page 129 Client Server Fixed Assets Application User Manual e purchasing facilities e asset values e asset numbers e GL periods e acquired dates Report Information This report contains the following information e open balance by period e Close balance by period e transaction amounts e schedule information For Value From Facility Thru Facility From Period Thru Period From Asset Number Thru Asset Number From Acquired Date Thru Acquired Date Active or Retired or Both Activity Comparison by Periods by Class Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by asset class This report lists assets with a status of ACTIVE or RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within class e GL periods e acquired dates Page 130 Client Server Fixed Assets Application User Manual Report Information This report contains the following information e open balance by period e close balance by period e transaction amounts e schedule information For Value From Facility Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number From Period From Acquired Date Thru Pe
152. f Contents INEROCGUCEION cuina aaa 1 A tek en sta chins steeatesbansuttasteustavotes tosatocotsusbuustuatssstoseae Error Bookmark not defined 1 The Fixed Assets Modulares ae ERR 1 The Fixed Assets Modules Peatiregesc tt iyseish dsivdetedytelededolataieduteiige iia ieantanetaantaantaamauntamea ben manionsaiis 1 Entering Asta dd dd ced decider cadudheds atau svat skate 2 Entering Assets Associated Reports ccccccccsssscessscessneceeseecsseeeeseeeeeseeessseeeseeeseesessaeeseseeees 3 Ativa tN ASSES mi a AF da E el te ta tan tae ae tans ae ea cle 3 Activating Assets Associated REPOS irci eie e EEEE E EEE E EE EE Gee ks 3 Depreciating Asset Values sie A A a evens a aE EEE EEE SS 4 Depreciating Asset Values Associated Reports 0 cccccccessscesseceeseceesecessseeenseeeessesesseeeeseeeees 4 Balancing Fixed Assets and General Ledger ooooocnnocccooncnnoncncnoncncnonononnnncnononcnonnnnonononon o nro nnncnn nro 4 Balancing Fixed Assets and General Ledger Associated ReportS oooconocccooncnnooonononcncnonnnono 4 Retiring ASSOlSiuit iii ate a O E Ra REER nagra bicis 5 Retiring Assets Associated Reports c ccccsccecessscesseeeesseeessecesseeessceeesseeeesseceneesenseeneneeeseeenes 5 P rgino ASS A A E E S 5 Purging Assets Associated Reports ccccccccccsssccesseceeseceeseccesseceeseeeesecessseeesseeeeeesessseeeeeeeees 5 FA Desktops ti 7 FA Accountant Desktop sissies eee RRE 7 INSSC1S io sou lr los 7
153. following sources e purchase of new assets e new assets entered in the Materials Management Module MM via the Materials Management Accounts Payable Interface copying information from other assets assets from other vendor s systems Entering New Assets You enter new assets into the Fixed Assets Module via the Process Asset Routine This routine collects assigns the following asset information Page 29 Client Server Fixed Assets Application User Manual e number and description e status e class type and location e contract and acquisition dates e vendor and manufacturer e initial cost for defined values from FA Value Dictionary e any dollar value to be added to the asset during its life Transferring MM AP Linkage Information To eliminate redundant entry of asset information already defined in the Materials Management Module the Initialize Asset From Invoice Process Asset Routine transfers the following information from the MM AP Interface to an asset in the Fixed Assets Module e item description including the Purchase Order s additional description if requested e vendor purchase order number and line number e GL department which purchased the asset e GL account debited for the purchase of the asset e invoice number e manufacturer The system performs this transfer via a link number that you define in the Materials Management MM Enter Edit FA Link Number Routine in the Accounts Payable Interface
154. formation by GL account for the user specified date Batch Date Batch Journal From Batch Number Thru Batch Number Include Transfer List Department Expense Report Routine Use this routine to list a GL period s transaction amounts by GL department Departments that you are not authorized to use do not appear on the report This report contains the following information e assets within GL account e transaction amounts for each asset Page 174 Client Server Fixed Assets Application User Manual GL Period From Department Thru Department List Department Distribution Discrepancies Routine Use this report to compare the GL distribution you enter in the Enter Edit Asset GL Distribution Process Asset Routine to the department you enter in the Enter Edit Asset General Information Process Asset Routine This report e lists all ACTIVE and INITIAL status assets that have a GL distribution less than the percentage you enter at the Distribution Percentage prompt in the List Department Distribution Discrepancies Routine e locates inconsistencies in the distribution of asset values to General Ledger Report Information This report contains the following information e asset number e status e ID of person who entered the asset e GL accounts and their percentage of distribution e recommendations for change in the distribution Distribution Percentage From Facility Thru Facility Page 175
155. g life of the asset An example is a capital improvement If the health care organization adds to the original cost of the asset in the AMOUNT TO ADD column then the increase in the COST is spread evenly over the remaining life of the asset To base the depreciation on the basis divided by the total number of years in the schedule regardless of how much was depreciated during previous years enter N This amount minus the amount already taken during the year results in the depreciation left for the period Example Assume a health care organization has an existing asset that has a ten year useful life Then the health care organization has a capital improvement to that original asset The capital improvement has a five year useful life Thus the useful life of this asset has increased to fifteen years If you are basing the depreciation on the five remaining years enter Y If you are basing the depreciation on fifteen years enter N Page 189 Client Server Fixed Assets Application User Manual GL ICT Account Expression in CRP or SUP Parameter Your Applications Specialist enters the GL expression that GL uses to create a GL account number for inter corporate transfers or ICTs The component s CRP or SUP can be used in the expression For example your Application Specialist may enter CRP_ _ 2800 0000 The expression combines the CRP component with the component value for either an asset or a liability This parameter allo
156. g facilities and asset numbers Report Information This report contains the following information e ACC DEPR information for each class by fiscal year e totals by class e totals by fiscal year You have the option to include the following information for assets within each class ACC DEPR information for each asset by fiscal year totals by asset Page 166 Client Server Fixed Assets Application User Manual For Yalue From Fiscal Year From Facility Thru Fiscal Year Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number Suppress Detail Schedule Projection Report for Fiscal Years by Department Routine Use this routine to list scheduled projections for one value which meet the following criteria e all asset statuses e a set of fiscal years e a set of departments e within a set of purchasing facilities and asset numbers Report Information This report contains the following information e ACC DEPR information for each department by fiscal year e totals by department e totals by fiscal year You have the option to include the following information for assets within each department e ACC DEPR information for each asset by fiscal year totals by asset Page 167 Client Server Fixed Assets Application User Manual From Fiscal Year From Facility Thru Fiscal Year Thru Facility From Department From Asset Number Thru Department Thru Asset Number Suppress Det
157. ganization Parameter Default Each purchasing facility s default method for calculating depreciation Parameter hd Lookup Available schedule methods Standard Default Parameter Use this parameter to specify a standard default schedule method for calculating depreciation The default schedule method appears at the Method prompt in the Enter Edit Asset Schedule Process Asset Routine The default schedule method specified here can be overridden by a schedule method specified at the Facility Specific Default parameters For example if you are entering an asset Page 192 Client Server Fixed Assets Application User Manual schedule for an asset from facility B the system first checks the Facility Specific Default parameters to see if a default schedule method has been specified for facility B If yes the default schedule for facility B appears at the Method prompt If not the standard default schedule method you specify here appears at the Method prompt E Note If you enter no default schedule methods at this parameter or the Facility Specific Default parameters no default schedule method appears at the Method prompt Standard Medicare Old Asset Date Parameter Enter the date this site uses to determine whether an asset is OLD or NEW This date is used in the Standard MEDICARE Asset Report which allows the site to comply with MEDICARE reporting requirements The default response of 12 31 90 is set by MEDICARE Page 193
158. ge 211 Client Server Fixed Assets Application User Manual backfiled order An order that is entered in another module and transmitted to the Order Entry Module OE for example an order placed in the Provider Order Management Module POM and filed to OE background billing interface job OE BAR INFCE An internal program designed to compile billing information to be collected by the Billing Accounts Receivable Module B AR and calculate the previous day s statistics The background billing interface job runs once a day just after midnight and only if the OE background print job is running background job A job that runs without user interaction Background jobs are predefined to run on a dedicated background job client background print job OE BKG An internal program designed to process print jobs and report print job status to users When the background print job is running the following events occur e orders and requisitions entered via OE print at their appropriate destinations or transfer directly to interfacing modules like Blood Bank Laboratory Microbiology or Imaging amp Therapeutic Services e orders or reports in the print job s delay queue are sent again e the system reviews orders of patients discharged via Admissions and cancels future orders When the background print job is not running none of the above occur basis A specified asset value that Fixed Assets uses to produce the asset s acc
159. ge a compiled report from the system Custom Reports Use this function to generate custom reports You can attach a custom reports menu via the Preferences Dictionary GL Budget Use this function to run General Ledger reports and to create GL Budget batches Select Use this function to view and process user defined information You can use this function for assets and compiled reports System Status Use this function to view system status and to access the Period End Status Report and Refresh functions Period End Status Report You can print directly from the System Status screen Refresh Use this function to refresh the System Status screen Preferences Use this function to access user defined preferences and default values for the user signed into the desktop You can access the Additional Reports Menu field and preferences for all users via the Preferences Dictionary Page 19 Client Server Fixed Assets Application User Manual Financial Director Desktop MEDITECH Process Assets ACTIVE CAP LSE 01 6600 INITIAL BLDG 01 3100 INIT PR BLOG 01 3100 INITIAL CAP LSE 01 6500 ACTIVE BLDG 01 3200 INITIAL EQUIP 01 7200 CAT SCAN MACHINE INITIAL BLDG 01 7010 INTERCOM SYSTEM ACTIVE BLDG 01 6030 REFRIGERATOR INIT PR BLDG 01 3100 DFS INIT PR CAP LSE 01 6600 0000000000 oO O O O 01 1454 0000 01 1460 0040 FA Manager Desktop The Manager Desktop provides the following functi
160. gnostic code that the user enters for that procedure Insurance carriers cover the costs of procedures only when a patient s diagnosis indicates the procedure is medically necessary medical necessity status The status of an ICD9 code that the user enters for a patient s ordered procedure To evaluate the procedure for medical necessity the system compares this code to acceptable ICD9 codes defined in the MIS Billing Requirement Data Routine for the patient s financial class and patient type Medical necessity statuses appear in the Status field of the MIS Enter ICD9 Codes for Orders screen The following table summarizes the medical necessity statuses Status Description APPROVED The diagnosis entered in the clinical module matches an acceptable diagnosis defined in the MIS CPT Requirements Dictionary REJECTED The diagnosis entered in the clinical module does not match an acceptable diagnosis defined in the Billing Requirements Dictionary UNKNOWN Acceptable diagnoses are not defined in the Billing Requirements Dictionary for the billing procedure If the status of a procedure is REJECTED or UNKNOWN the user can print the Advanced Beneficiary Notice By signing this form the patient acknowledges financial responsibility for having the procedure performed menu A list from which you access routines or other menus Menus appear when you click on a desktop button Process routine button or item from another menu
161. hasing facilities are not posted a system message appears The system prints a report that lists the purchasing facilities that must be posted This routine e initiates the start of a new fiscal period enabling you to create scheduled transactions for the new fiscal period e creates financial statistics for each asset e establishes a new fiscal period e prepares all ACTIVE assets to receive new scheduled transactions e allows you to create reports in varied formats showing statistical and financial asset information E Note The next period and its complete fiscal year must be defined in the MIS Module s Accounting Period Dictionary Current Open Period MAR 2004 When to Close a Period Closing fiscal periods depends on how you define an asset value s scheduled frequency defined in the FA Value Dictionary If an asset value s schedule frequency is defined as GL PERIOD you create and post scheduled transactions then close the period every month If an asset value s schedule frequency is defined as YEAR END you create and post scheduled transactions at the end of the fiscal year However the Close Period Routine must be run at the end of each fiscal period Prerequisites to Closing a Period You can close a period only if all of the following conditions are met Page 147 Client Server Fixed Assets Application User Manual e the current date is later than the ending date of the period e the next period and its
162. have purchasing facility and MIS financial security can print reports with particular facility information Purchasing facility access is set in the Materials Management Module in the Purchasing Facilities Dictionary at the Authorized Users Prompt MIS financial security is set in the MIS User Dictionary on the Report Writer Financial page at the Financial Access Data prompt When you enter the Process screen the Select Reports to Process pop up screen opens and you can select compiled reports based on name status and date If you select nothing the Process screen displays all compiled reports The following functions are available from the Process screen e Selection Options e Compile Report e View a Compiled Report e Print Compiled Report e List Status of Compiled Report e Purge Compiled Report Process Compiled Reports Routine Use this Process routine to select a range of reports and then compile view print or purge them one at a time You can list all highlighted reports When you open this routine the Select Reports to Process pop up screen appears allowing you to select reports based on name status and a date range If you make no selections on this screen all compiled reports appear on the Process screen You can also access this screen after you open the routine by pressing the Select button and clicking on Select Schedule Compiled Report Fields The following fields appear on the Process Compiled Reports Routine
163. he Invoice prompt e manufacturer number at the Manufacturer prompt from the MIS Manufacturer Dictionary manufacturer serial number at the Mfr Serial Num prompt Defining General Ledger Accounts Overview for Defining GL Accounts An asset s general information contains two General Ledger accounts One records the original purchase amount of the asset The second is used to credit for accumulated depreciation Page 34 Client Server Fixed Assets Application User Manual GL Accts for Where defined Source of default account Original In the FA Class Based on the class you define purchase Dictionary you identify at the Class prompt a GL account at the GL appears at the Asset Acct Asset prompt debited prompt of the Enter Edit for the original purchase Asset General Information amount of any assets Process Asset Routine within that class The Asset Acct account is for reference purposes only You can override this default account if necessary ACC DEPR In the Class Dictionary In the Enter Edit Asset you identify a GL account at the GL Acc Depr prompt to serve as the credit for the assets accumulated depreciation within that class This credit is sent General Information Process Asset Routine a default account based on the class you define at the Class prompt appears at the Acc Depr Acct prompt You can override the GL account in to the GL Module at the Ace Depr Acct prompt period or year end as define
164. he asset currently identified on the Asset Inquiry screen Facility A Class BLDG Asset Inquiry Asset 00023 Department 01 7010 Status INITIAL Page 59 Client Server Fixed Assets Application User Manual Initialize via MM AP Link Number Routine Initialize via MM AP Link Number Process Asset Routine Use this routine to transfer asset information from the MM AP Interface and create a new asset in Fixed Assets The system transfers the following information to Fixed Assets e item description including the additional description on the purchase order if requested e vendor e purchase order number and line number e GL department which purchased the asset e GL account debited for the purchase of the asset e Invoice number e manufacturer The system performs this transfer via a link number which you define in the Materials Management MM Module Enter Edit FA Link Number Routine If the purchase order has an additional description a system prompt appears To use the additional description enter Y Otherwise enter N Activate INITIAL Assets Routine Overview of the Activate INITIAL Assets Process Asset Routine Use this routine to activate an asset or change an asset s status from INITIAL to ACTIVE The asset must be currently identified on the Process Asset screen You activate an asset individually when the number of assets to activate is small If you attempt to perform an activity that is incompatible with th
165. he with Facility lt facility mnemonic gt purchasing facility GL expense Account is not active GL Expense Account lt gt is not accounts by active account number Account is not GL Expense Account lt gt cannot authorized for the be used with Facility lt facility selected purchasing mnemonic gt facility Source Purchasing Facility Test These Assets for Conflicts Test Assets Against Purchasing Facility Change Purchasing Facility Routine Use this routine to change an asset s purchasing facility prior to creating a scheduled transaction for the asset You can change an INITIAL or INIT PR asset s purchasing facility at anytime Changing an ACTIVE asset s purchasing facility can cause the following problems Page 155 Client Server Fixed Assets Application User Manual e conflicts between an asset s department and the facility s corporation e conflicts between GL accounts and the facility s corporation e tracking the asset s scheduled depreciation e double posting of schedules To change or monitor an asset s purchasing facility you can use the following routines To Use This Routine Identify an asset s purchasing Asset Facility Inquiry Routine facility Change an asset s purchasing Change Purchasing Facility Routine facility Identify potential conflicts with an Facility Conflict Report asset s purchasing facility List changes made to an asset s Facility Changes Report purchasing facility
166. hether initial assets are eligible for activation After you file the routine the system generates the Initial Assets Not Eligible for Activation report This report lists assets not eligible for activation and reasons Schedules Use this function to generate a table of schedules Click the column header to sort the table by the criteria you want Click schedules to view additional information in the fields below When you select schedules you can access footer buttons Use footer buttons to Remove Create Edit View and Post scedules Remove Use this function to remove schedules from the current asset table When you use this function you do not purge or delete schedules from the system Use the Select function to add schedules back to the table Create Use this function to create a new schedule Edit Use this function to edit values for a schedule Page 12 Client Server Fixed Assets Application User Manual View Use this function to view a schedule Post Use this function to post schedules Print Use this function to print schedules Sch Reports Use this function to generate a variety of schedule related reports Reports Use this function to generate a variety asset related reports Custom Reports Use this function to generate custom reports You can attach a custom reports menu via the FA Preferences Dictionary Select Use this function to view and process user defined information
167. his function to remove assets from the current asset table When you use this function you do not purge or delete assets from the system Use the Select function to add assets back to the table List Use this function to generate a variety of reports for assets that you select Inquiry Select an asset from the Process Assets screen to gain access to the Inquiry function Use this function and buttons such as General and Amounts to view information Sch Reports Use this function to generate a variety of schedule related reports Reports Use this function to generate a variety of assets related reports Compiled Reports Use this function to select and then to view information about compiled reports Click report title status or number of records in the column header to sort the table by the criteria you want Click the report to view additional information in the fields below Click check boxes to insert checkmarks and to select compiled reports Click again to remove checkmarks and to de select compiled reports Page 18 Client Server Fixed Assets Application User Manual When you select compiled reports you can access footer buttons Use footer buttons to View List Print or Purge View Use this function to view the configuration of a compiled report List Use this function to view the status of compiled reports Print Use this function to print a compiled report Purge Use this function to pur
168. ical attention for example anxiety disorders mental disorders due to a general medical condition mood disorders somatoform disorders and subtance induced disorders II Personality disorders and mental retardation Il General medical conditions IV Psychosocial and environmental problems V Global Assessment of Functioning Scale duplicate order An order entered more than once for the same patient within less than the time specified for the procedure at the Duplicate Order Hours prompt in the Procedure Dictionary Page 225 Client Server Fixed Assets Application User Manual If you enter a duplicate procedure during order entry a message alerts you and you are asked to supply a clinical justification for the duplication duplicate order hours The minimum number of hours allowed between consecutive orders of the same procedure and for the same patient Your health care organization sets this interval in the Procedure Dictionary e code An ICD 9 CM code used for Durable Medical Equipment DME E code stands for External Cause of Injury code Electronic Data Interchange EDI The automated exchange of data and documents in a standardized format For example the Materials Management module uses EDI when it sends purchase orders to a vendor directly Also the Admissions module uses EDI when it receives insurance information directly from an outside insurance database electronic signature A MEDITECH feature that
169. icular fiscal year e ACTIVE or INACTIVE status e within a set of asset classes e within a set of purchasing facilities and asset numbers You can include a series of derived values Report Information This report contains the following information e schedule information e ACC DEPR information for current year and end of year ACC DEPR by year and totals e derived values optional Page 160 Client Server Fixed Assets Application User Manual For Yalue Thru Fiscal Year From Facility Asset Status Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number Show Also Derived Values Schedule Projection Report by Department Routine Use this routine to list scheduled projections for one value which meet the following criteria e ina particular fiscal year e ACTIVE or INACTIVE status e within a set of departments e within a set of purchasing facilities and asset numbers You can include a series of derived values Report Information This report contains the following information e schedule information e ACC DEPR information for current year and end of year ACC DEPR by year and totals e derived values optional Page 161 Client Server Fixed Assets Application User Manual For Yalue Thru Fiscal Year From Facility Asset Status Thru Facility From Department From Asset Number Thru Department Thru Asset Number Show Also Derived Values Grouped Projectio
170. ient An order consists of the following components e physician e quantity optional e category e service date e procedure and service time e priority order entry statistics The statistics that allow ancillary department users to track the procedures performed by their departments Accurate statistics can help manage pinpoint workload fluctuations and schedule staff more effectively The Order Entry module generates statistics about procedures ordered for patients in the hospital The statistics are broken down by e quantity of the procedure ordered e the dollar amount for the quantity e the unit value for that quantity quantity X dollar amount order set A group of procedures that are commonly ordered together to streamline the ordering process An order set can contain procedures from the same category or several different categories For example your health care organization can define a standard set of procedures for every patient scheduled for surgery order source The method of communication used by an ordering physician to transmit an order to the user who actually entered the order for example Verbal Telephone or Fax Order Sources are defined in the Order Source Dictionary For some order sources for example verbal your system may require that the order be queued for signature and a signature line be added to the printed order Page 246 Client Server Fixed Assets Application User Manual orde
171. ient Server Fixed Assets Application User Manual Identifying the Department That Uses the Asset At the Department prompt in the Enter Edit Asset General Information Process Asset Routine you enter the GL department that uses the asset E Note The system uses this department for reference purposes not for GL distributions Entering Acquisition and Retired Dates For Medicare capital reimbursement purposes you enter the date on which you acquired the asset at the Date Acquired prompt in the Enter Edit Asset General Information Process Asset Routine Based on the date acquired and the estimated useful life at the Retired Date prompt you can also enter the date on which you plan to retire the asset E Note When using the selection field Asset Obligated Date in the Compiled Reports function the value at the Contract Date prompt of the Enter Edit General Information Process Asset appears on the report under Contract Date If no value appears at this prompt the date at the Date Acquired prompt of the Enter Edit General Information Process Asset screen appears on the report Entering PO Vendor and Manufacturer Information For reference purposes only you define the following for each asset via the Enter Edit Asset General Information Process Asset Routine e purchase order PO and line number at the Purchase Order and PO Line prompts e vendor number at the Vendor prompt from the MIS Vendor Dictionary e invoice number at t
172. ient account numbers according to patient status and institution Patients are assigned to registration categories via the Admissions Module ADM Patient registration categories are defined in the MIS Registration Category Dictionary renewable order An order placed for a procedure with a predetermined renewal period defined in the OE Procedure Dictionary at the Renewable Order Period prompt If you enter 5 at this prompt the order is automatically regenerated every five days required field A prompt that requires a response before you can proceed to the next prompt or screen requisition An order for supplies maintenance work or other requirement not directly associated with patient care Requisitions typically are ordered for a location rather than for a patient The Process Requisitions Routine allows you to manage the requisitions for a location Page 263 Client Server Fixed Assets Application User Manual resolved problem order A problem order that is marked via the Resolve Unresolve function in the IG Process Problems Routine to show that was corrected by OE users at your health care organization When a problem is marked as resolved it no longer appears on the ordering provider s list of problems or on the patient s Recent and Active Orders Web page resource Personnel equipment room or a site in your health care organization that has a schedule and controlled availability restorable order Orders that c
173. ility Thru Facility From Department From Asset Number Thru Department Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Year Thru Acquired Date Active or Retired or Both Miscellaneous Reports Overview of Miscellaneous Reports Use the following reports to print FA information e List Assets Initialized From MM AP Routine e Asset Number Changes Report e Department Changes Report Routine e Asset GL Account Exception Report Routine List Assets Initialized From MM AP Routine Use this routine to list assets initialized via MM AP link numbers You can create this report for a user specified set of link dates the date on which the asset was initialized and asset numbers In addition you can restrict the report to a user MM database or both Page 141 Client Server Fixed Assets Application User Manual From Link Date BEGINNING From Asset Number Thru Link Date Thru Asset Number Restrict to User Restrict to MM Database Information on the Assets Initialized From MM AP Report The report lists the following asset information by asset number e asset description e vendor e manufacturer PO number e invoice number and line number The report also lists the following link information e database on which the link was established e link number e user who initialized the asset e date on which the link was established e quantity Asset Number Changes Report Use this r
174. ined parameters available in some modules which customers can change themselves without harming the integrity of their systems E Note Most modules contain View and List routines that allow you to examine your current system parameters for troubleshooting purposes password A code you enter to gain access to MEDITECH modules Patient Instructions Content PIC A MEDITECH product that provides health care organizations with standard patient discharge instructions Organizations that license PIC can print the instructions via the Emergency Department Management Module EDM and any other module that can access the PIC product Page 249 Client Server Fixed Assets Application User Manual patient status A status that indicates a patient s stage in the admission process Patient statuses for each patient type include the following Admission Status Pre Discharge Patient Type Schedul Admitted or Admitte dor ed Pre d Departed Registered Inpatient IN SCH IN PRE IN ADM IN DIS IN Observation INo SCH INo PRE INo ADM DIS INo INo Clinical CLI SCH CLI PRE CLI REG DEP CLI CLI Emergency Room ER no status PRE ER REGER DEPER Provider Office Visit SCH PRE POV REG DEP POV POV POV POV Provider Practice SCH PPR PRE PPR REG DIS PPR Record PPR Recurring RCR SCH PRE RCR REG DIS RCR RCR RCR Referred REF SCH REF PRE REF REG DEP REF REF Surgical Day Care SCH SDC PRE SDC REG DEP SDC SDC SDC patien
175. inguished by a row of buttons across the top of the screen Each button takes you to a single routine or a menu of associated routines These powerful screens allow you to perform a variety of functions on the same item or group of items without having to leave the screen process screen level A level assigned to a group of users who perform similar tasks Each screen level defines the ability to view inquire and print information product A type of insurance plan The following table explains available insurance product types Product Description HMO Health Maintenance Organization A managed health plan that arranges for care for a fixed prepaid payment PPO Preferred Provider Organization A managed health plan that uses a provider network POS Point Of Service plan A policy that allows members to decide at the time of service whether to go out of plan for service OTH Any other insurance product offered by health care organizations prompt A screen element that asks a user for a response For example at the Patient prompt the appropriate response is the patient s name E Note At some prompts responses are optional property number A number assigned by your health care facility to identify an asset within a location Page 258 Client Server Fixed Assets Application User Manual proration Specifies how the annual calculation of depreciation is made when the asset is placed in service You h
176. iod e ranges of purchasing facilities classes and asset numbers Report Information This report contains the following information e purchase facility e ACC DEPR for GL period fiscal year and year to date e acquired date dollar value of all standard values schedule start date e total years in schedule e current year in schedule Sample of Report You can print this report in detail or summary format The detail report lists information for each facility The summary report lists only totals for each facility and the grand totals Page 111 Client Server Fixed Assets Application User Manual From Facility BEGINNING GL Period Thru Facility From Class Thru Class From Asset Number Status Thru Asset Number Detail or Summary Period Standard Value Report by Department Routine Use this routine to list amounts for standard values COST ACC DEPR BOOK and SALVAGE for ACTIVE assets within the following criteria e a specific GL period e ranges of departments and asset numbers e ranges of purchasing facilities departments and asset numbers Report Information This report contains the following information e purchase facility e ACC DEPR for GL period fiscal year and year to date e acquired date e dollar value of all standard values e schedule start date e total years in schedule e current year in schedule You can print this report in detail or summary format The detail report lists infor
177. ion coordination of benefits provision A provision in a group insurance plan specifying that the plan does not pay for amounts reimbursed by another group health insurer These provisions ensure that an insured s benefits from all sources do not exceed the entire allowable medical expense copayment The amount of health care cost that the covered person is responsible for paying varies depending on benefit plan cost A non derived value that equals all of the expenses involved in the purchase of an asset cost salvage A derived value that is equal to an asset s cost minus its salvage value covered services Health care services that are authorized for payment by the insurance carrier within a given plan Page 219 Client Server Fixed Assets Application User Manual CPT Current Procedural Terminology Code A standard code that identifies a medical test procedure or product critical path A type of plan of care that describes an optimal sequence and timing of key events in the process of care for a particular problem A critical path has a timeline and a specific ending date unlike a traditional care plan critical pathway A patient Plan of Care encompassing goals diagnoses from patient care or other disciplines and interventions from patient care or other disciplines A critical pathway can be defined by level or by day Critical paths do not require patient care diagnoses and may only have goals and int
178. ionaries To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt Purchasing facility security is maintained on the selections If you do not have access to a facility it does not appear on the Process screen Page 79 Client Server Fixed Assets Application User Manual Value ACC DEPR Process Scheduled Assets Facility FACILITY A Status POSTED Facility Status _ Date Scheduled Amount FACILITY B POSTED 01 04 08 MT 489 69 FACILITY C POSTED 01 09 08 MT 113 06 FACILITY A Annual Due 10672 94 POSTED Year to Date 536 85 01 03 08 Remaining 9214 62 MT 921 47 Selection Options Overview of the Selection Options The routines available from this button allow you to select refresh or delete schedules This Option Allows you to Select Schedules Enter new selection criteria ReFresh Schedules Refresh selected batches with the most current information Remove Schedules Remove selected batches from the Process screen Page 80 Client Server Fixed Assets Application User Manual Select Schedules to Process Routine This screen appears when you open the Process Schedules Routine allowing you to identify schedules to process You can use this screen to enter a selection or you can leave the fields blank to go directly to the Process Schedule Routine with no value and no schedule listed If you need to create the
179. ionary to determine whether a schedule is required If it is required you must also determine at which frequency GL period or Year End For example the standard value for accumulated depreciation ACC DEPR is usually set up with a required schedule If accumulated depreciation should be calculated at the end of each GL period the frequency should be defined as such Page 185 Client Server Fixed Assets Application User Manual Mnemonic Active Derived Formula Amount Required Amount Screen Order Schedule Required Schedule Frequency Vendor Dictionary Use the AP Accounts Payable Vendor Dictionary to define all information about any vendor who supplies goods to your health care organization including e payment terms e 1099 information e miscellaneous vendors The Vendor Dictionary can be updated and referenced by multiple modules Certain fields on the Enter Edit Vendor Dictionary screen are associated with other modules Those fields can be edited only by that module For documentation about this dictionary refer to the Accounts Payable User Manual MIS Purchasing Facilities Dictionary Use this dictionary to define purchasing facilities that you can assign to assets Purchasing facilities prevent unauthorized users from creating or updating assets in the Fixed Assets Module purchase orders in the Materials Management Module and invoices in the Accounts Payable Module ra For documentation about this dicti
180. l A Dept 1 at the beginning of the report and lists employees in Payroll B Dept 20 at the end sort criteria Criteria you enter that determine the arrangement of records in a report sort level The type of report you are compiling restricted by the last sort field you enter The sort level indicates the collection of records you are sorting on the report patient or referral ARM uses the following sort levels Page 269 Client Server Fixed Assets Application User Manual Available if you select Sort Level these sort fields PATIENT Patient fields only AUTH REF Referral fields and patient fields A PATIENT sort level is the most limited level If you select PATIENT the system assumes you are sorting patient records You can sort the report by patient fields only because the system cannot determine which referrals are associated with the patients you selected If you select an AUTH REF sort level the system assumes you are sorting a collection of referrals You can sort the report by referral and patient fields because each referral contains patient and referral information Soundex A method of respelling a name by its alphabetic Standard or numeric Russell equivalents for easier identification during the MPI Search Soundex allows you to identify a patient without knowing the exact spelling of the patient s name source module A module from which EMR data originates The source may be MEDITECH or another v
181. lasses within a set of purchasing facilities and asset numbers Report Information This report contains the following information ACC DEPR information for each class by GL period totals by class totals by GL period You have the option to include the following information for assets within each class Page 163 Client Server Fixed Assets Application User Manual ACC DEPR information for each asset by GL period totals by asset For Yalue Fiscal Year From GL Period From Facility Thru GL Period Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number Suppress Detail Schedule Projection Report for GL Periods by Department Routine Use this routine to list scheduled projections for one value which meet the following criteria all asset statuses a particular fiscal year a set of GL periods a set of departments within a set of purchasing facilities and asset numbers Report Information This report contains the following information ACC DEPR information for each department by GL period totals by department totals by GL period You have the option to include the following information for assets within each department ACC DEPR information for each asset by GL period totals by asset Page 164 Client Server Fixed Assets Application User Manual For Yalue Fiscal Year From GL Period From Facility Thru GL Period Thru Facility From Department From Asse
182. lect field prompts 2 Because the ADM DATE Select field has index files the system searches this field before it searches the SEX field Page 233 Client Server Fixed Assets Application User Manual The system finds only the records of those patients who were admitted in the month of August 1999 ignoring all other patient records 3 Then the system searches only the records that appear in the first search for those that have a value of F in the SEX field 4 Because the system needs to search only a portion of the total patient records the report compiles in less time than it would compile if it searched all patient records inpatient A patient who is admitted to your health care organization for treatment Inpatients are assigned a room and bed and incur automatic room and bed charges input Data that the user types into the system insert mode A text entry mode in which the text editor inserts all characters you type at the cursor position To make room for each new character any existing characters to the right of the cursor are shifted one space to the right Many text editors let you choose between insert mode and overtype mode insurance carrier A company that underwrites and administers insurance policies insurance plan status A patient has one of the following insurance plan statuses Status Description PENDING The patient s policy is not yet effective the policy s effective date has not a
183. m does not allow you to post a batch if its corporations total debits and credits are out of balance interface A program that allows one module to transfer data to and from another module or non MEDITECH software MEDITECH defines interfaces in the MIS Inbox and Outbox You can monitor these interfaces using the MIS Inbox and Outbox Routines interface queue A central repository in which orders are placed in a sequence while waiting to be transmitted to an interfacing module which is temporarily unavailable interfaced order An order that the Order Entry OE or the Provider Order Management POM module transmits to another MEDITECH module for example LAB or ITS or to another vendor s module Interfaced orders have categories defined in the Category Dictionary with both the Page 235 Client Server Fixed Assets Application User Manual Process by Care Area prompt set to N Interface to System prompt set to another MEDITECH module LAB MIC BBK RAD DPT NUR or PHA or the Outbox Recipient prompt set to another vendor s module Interfaced orders cannot be canceled or amended in OE or POM Users in these modules can only request cancellation of an interfaced order by users of another module intermediary An agent that contracts with service providers to process patients authorization referrals and reimburse claims or some combination of all three covered by a benefit plan In addition to handling membership
184. mation for each facility The summary report lists only totals for each facility and the grand totals Page 112 Client Server Fixed Assets Application User Manual From Facility GL Period Thru Facility From Department Thru Department From Asset Number Status Thru Asset Number Detail or Summary Current Year Standard Value Report by Number Routine Use this routine to list amounts for standard values COST ACC DEPR BOOK and SALVAGE for ACTIVE assets or RETIRED assets or both within the following criteria e a specific GL period e ranges of purchasing facilities and asset numbers Report Information This report contains the following information e purchase facility e ACC DEPR for GL period fiscal year and year to date e acquired date e dollar value of all standard values e schedule start date e total years in schedule e current year in schedule You can print this report in detail or summary format The detail report lists information for each facility The summary report lists only totals for each facility and the grand totals From Facility BEGINNING From Asset Number Thru Facility Thru Asset Number Detail or Summary Page 113 Client Server Fixed Assets Application User Manual Current Year Standard Value Report by Class Routine Use this routine to list amounts for standard values COST ACC DEPR BOOK and SALVAGE for ACTIVE assets within the following criteria e a specifi
185. mulated depreciation for each new fiscal period at the Added Y T D prompt until you activate the asset Adjusting Dollar Amounts for ACTIVE Assets Amounts Screen You use the Amounts screen in the Enter Edit Asset Routine to adjust dollar amounts for asset values Although you normally adjust asset values for example depreciation via the Create Scheduled Transactions Routine you can enter a dollar amount of the adjustment at the Amount To Add prompt This adjustment creates a direct transaction to the depreciation amounts when you create the scheduled transactions at period end If you adjust an asset value FA creates a direct transaction Adjustments to Assets Amounts Screen Making adjustments via the Amounts screen in the Enter Edit Asset Routine to any of an asset s standard non derived values has a specific impact depending on which of the following standard values you select e Accumulated Depreciation e Cost e Salvage Page 42 Client Server Fixed Assets Application User Manual Note The system does not include non standard values that your health care organization creates Adjusting an Asset s Accumulated Depreciation Value Amounts Screen You use the Amounts screen in the Enter Edit Asset Routine to adjust accumulated depreciation values for an asset Adjusting INITIAL Assets When the system adjusts INITIAL or INIT PR status assets the current amount of depreciation is the sum of the amount entered
186. n Overview of the Enter Edit Asset Routine Comments Screen Use this routine to enter or edit free text comments associated with the asset currently identified on the Process Asset screen You can enter an unlimited number of comments to document significant events in its history You can add comments to any asset regardless of its status For example you might enter the following comment for an INIT PR asset PO UNDER REVIEW You can enter an unlimited number of comments for each asset Comments appear on compiled reports and reports created with the NPR Report Writer You can enter comments in any order However MEDITECH recommends that you assign your own sequence to the comments via specific comment numbers for an asset E Note Your health care organization can standardize its comments to facilitate reporting needs via the NPR Report Writer For more information contact your MEDITECH Applications Specialist Page 52 Client Server Fixed Assets Application User Manual Facility A Class BLDG Asset 00023 Department 01 7010 Comment No Created By Last Edit By Using Unique Comment Numbers Comments Screen MEDITECH recommends you use unique comment numbers for the following types of information e asset history e warranty information e capital improvements e non capital maintenance e changes to the information for the asset e contract information other numbers used to identify assets Page 53
187. ne Use this routine to view the following for the current open period Page 145 Client Server Fixed Assets Application User Manual e list of values by facility and their statuses the dates they were created and the user who created them status of the FA background job status of the last Midnight Run and its last started and last finished dates and times e the background job client user that is running this job System Status Screen Last Updated on 01 11 08 at 13 11 Current Open FA Period MA O O O O O OOOO O Background Job Status Running Schedule Status Facility Value Status Date User 1 A ACC DEPR POSTED 10 01 07 MT 2 ARCTEST ACC DEPR POSTED 09 27 07 RCAFFELLE 3 B ACC DEPR POSTED 09 26 07 MT 4 BEIRUT ACC DEPR CREATED 09 07 07 MT Midnight Run Status Midnight Run lt FINISHED gt Last Started 01 11 08 0000 User BKG DAEMON Last Finished 01 11 08 0000 Close Period Routine Overview of the Close Period Routine Use this routine to close a fiscal period and establish the next fiscal period within the FA Module After you close a period you cannot create further transactions for posting for that Page 146 Client Server Fixed Assets Application User Manual period Also you cannot create scheduled transactions for a new fiscal period until you close the current fiscal period You can run this routine only after you post all purchasing facility s scheduled transactions for the period If all purc
188. ns Reports ooooooooccnoocccoooncoonnnconnnononononononcnnn conan nncnnn nn nono nono nn e ar isea 159 Overview of Asset Projections Reports coooooconococoonnccononcnoncncnononcnnnncnononcnononcnnnnncnnnnnnnnno 159 Schedule Projection Report by Number RoOutine oooooconocccooncncoonnnnonnnononcncnonnnnonononnnnnnno 159 Schedule Projection Report by Class Routine ooooooccccococononncooncnononcnnnno conan onconnnncononcnnnnnnns 160 Schedule Projection Report by Department Routine ooooooocccoocccnononcnoncncnnnnonononononcnnnnnnoo 161 Grouped Projections Reports for GL PeriodS oooonoccccnococoononcnoncnonnnncnoncncnononcono nono oncnnnncnnnos 162 Overview of the Grouped Projections Schedule Projections Reports for GL Periods 162 Schedule Projection Report for GL Periods by Number Routine oooocccoocccnoncncnnnnns 162 Schedule Projection Report for GL Periods by Class Routine ooocoocccononcconcnononcncnnnnnos 163 Schedule Projection Report for GL Periods by Department Routine eee 164 Grouped Projections Reports for Fiscal Years oooooccinococonoconononononcncnnnnonono nono nonononcnoncnconnnnos 165 Overview of the Grouped Projections Schedule Projections Reports for Fiscal Years 165 Schedule Projection Report for Fiscal Years by Number Routine oooooocccnocccooocnnonnnoo 165 Schedule Projection Report for Fiscal Years by Class Routine ooooonoocccoocccconcnconnnnos 166 Schedule Projecti
189. ns Reports for GL Periods Overview of the Grouped Projections Schedule Projections Reports for GL Periods These reports list the predicted asset values for a given asset value Values appear by GL period for a specified fiscal year Use these reports to review the GL Budgets Routine distribution of asset values across GL Periods for a specified fiscal year and to view expected depreciation expenses for a specified GL Value for each GL Period You can list the information for these reports by e asset number e class department Schedule Projection Report for GL Periods by Number Routine Use this routine to list scheduled projections for one value which meet the following criteria e all asset statuses e a particular fiscal year e a set of GL periods e within a set of purchasing facilities and asset numbers Page 162 Client Server Fixed Assets Application User Manual Report Information This report contains the following information ACC DEPR information for each asset by GL period ACC DEPR totals by GL period e totals by asset For Yalue Fiscal Year From GL Period Thru GL Period From Facility Thru Facility From Asset Number Thru Asset Number Schedule Projection Report for GL Periods by Class Routine Use this routine to list scheduled projections for one value which meet the following criteria all asset statuses a particular fiscal year a set of GL periods a set of asset c
190. o make the adjustments individually However if the number of adjustments is sizable you should recreate all of the scheduled transactions Adjusting All Transactions Use the Create Scheduled Transactions Routine to delete and re create all scheduled transactions anytime prior to posting them For example assume you have added thirty new assets It is simpler to recreate the scheduled transactions for all assets than it is to manually enter a scheduled transaction for each new asset Page 92 Client Server Fixed Assets Application User Manual Adjusting One or a Few Transactions Use the Add Re Calculate Delete Scheduled Transactions Routine to e view information for any scheduled transaction e add scheduled transactions for any asset values activated since the Create Scheduled Transactions Routine was last run e recalculate a scheduled transaction for any asset value activated since the Create Scheduled Transactions Routine was last run e delete a scheduled transaction El Note The Add Re Calculate Delete Scheduled Transaction Routine cannot be used for an asset value if another client is simultaneously processing the same value Page 93 Client Server Fixed Assets Application User Manual Processing Compiled Reports Overview of the Process Compiled Reports Feature Use this Process screen feature to create compile print and purge compiled reports Any user can open compile and purge reports Only users who
191. od by Department Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by department This report lists assets with a status of ACTIVE RETIRED or both within ranges of purchasing facilities asset values asset numbers within department GL periods acquired dates Report Information This report contains the following information open balance by period close balance by period transaction amounts schedule information Page 119 Client Server Fixed Assets Application User Manual For Value v From Facility Thru Facility From Department From Asset Number Thru Department Thru Asset Number From Period From Acquired Date Thru Period Thru Acquired Date Active or Retired or Both Activity Summary for All Values by Period by Number Routine Use this routine to review asset activity for asset values for specified GL periods sorted by asset number This report lists assets with a status of ACTIVE or RETIRED or both within ranges of purchasing facilities asset values asset numbers GL periods acquired dates Report Information This report contains the following information open balance by period close balance by period transaction amounts schedule information Page 120 Client Server Fixed Assets Application User Manual From Facility BEGINNING From Asset Number Thru Facility Thru Asset Number From Period From Acquired D
192. od end post scheduled transactions Page 76 Client Server Fixed Assets Application User Manual Graphic of the Check of the Integrity of the Transactions General Ledger Receives After the FA transactions are retrieved by General Ledger you compare the FA and GL batch reports to ensure what was created was received Printed in Printed in Fixed Assets General Ledger List GL Batches List GL Batches by Account by Account Routine How Fixed Assets Calculates an Asset s Scheduled Transaction There are several methods you can choose from when assigning the asset s schedule for calculating scheduled transactions depreciation For the example below we use the most common method for calculating depreciation the straight line method The Fixed Assets Module follows these steps when calculating a scheduled transaction for an asset 1 2 3 4 5 6 First the system determines an asset s eligibility Then the system compares the value you enter on the Create Scheduled Transactions screen with the value of each ACTIVE asset s schedule you defined in the Enter Edit Asset Schedules Process Asset screen If an asset does not have that value the system moves on to the next Next the system compares the frequency of the schedule s value with the current period If the frequency is YEAR END and the current GL period is not defined as YEAR END in the MIS parameters the system reads another asset O
193. odes in the MIS HCPCS CPT Code Dictionary CPT Current Procedural Terminology is an AMA American Medical Association code system For example a complete blood count has a CPT code of 85022 HCPCS HCFA Common Procedure Coding System are Medicare codes used to supplement CPT codes For example a plaster cast has an HCPCS code of L2102 HHIS Home Health Information System A set of related computer databases used by home health care organizations to track and manage their activities An HHIS can be linked to and share information with an HCIS hot key A keystroke that invokes a function routine or menu A hot key is often provided as a keyboard alternative to using a mouse For example in process routines a letter appears on each process button To access a button you can type the letter that is the hot key or click on the button Many buttons on process routines access menus that contain hot keys If a letter in a menu item is underlined you can press that letter to invoke the function or routine The example below shows the two types of hot keys mentioned above The S hot key on the process button invokes the pop up menu you see in the graphic You can then select an item from the pop up menu by pressing one of the underlined keys for example E for Edit Statement Info E Note Hot keys also appear in tab titles Page 232 Client Server Fixed Assets Application User Manual ICD9 Code A medical diagnostic code
194. odule does not recognize clinical departments coded uncoded allergies adverse reactions coded Allergy adverse reactions defined in the MIS Allergy Adverse Reaction Dictionary For example the PHA Module uses only coded allergies adverse reactions to check for medication reactions uncoded Allergy adverse reactions entered via the Enter Edit Patient Data Allergies Adverse Reactions screen For example a user might enter an uncoded allergy adverse reaction when he or she is not sure whether the allergy adverse reaction is valid coding method A standardized scheme or format for procedure codes Examples are REV codes CPT codes and ICD 9 codes The same procedure can be represented by several different codes depending on the coding method Page 217 Client Server Fixed Assets Application User Manual compilation number A number that you can use to identify the compilation of a selection file log or purge list The system assigns the number when you compile a file or a temporary list of accounts E Note For purge lists the compilation number is also known as the purge list number compiled report statuses The system assigns each compiled report a status that describes whether you can print the compiled report The following table lists and describes the compiled report statuses Status Description CREATE Q The report is queued as a background job COMPILING The report is being created by the background
195. on Report for Fiscal Years by Department Routine c cee 167 Create Schedule Projections by GL Account ROUtINS oooooooccccoocncononcnoncncnonnnconnnonononcnonnnnnnnos 168 Delete Schedule Projection File by GL Account Routine ooooccooccnonocanoncnonononononnnnonanonannncnnoss 169 Listing Schedule ProjectonNs 0 a a A Ea E EEE 169 List Schedule Projections by GL Account Routine ooooocccnoccccoooncooncnononncnoncncnonnncnnncnnnnnos 169 List by Department Schedule Projections by GL Account Routine eee eeeeeereeeteees 170 Summary of Files Schedule Projections by GL Account Routine ecceeeeeseeeseeeneeeeee 170 Creating General edger BudetiScoizaii aa 171 Overview for Creating OL BUASAS rre e EEEE OE E A IA 171 Using The Schedule Projection File oooooonocccnnncccoonncconcncnonnnonnnncnononcnon conan oncnononcnnncnancncnnnss 171 General Ledger Interface Routines ccccccecssscessecessseeeeseeeeseeensceesseeeeseeeesseecsssesenseeeeeaeees 172 Overview of the General Ledger Interface Routines oooonnocccooocncooonnnoncncnnncnononononnncnnnnoo 172 Create GE Budcets Routine 2 ee A 172 List GL Budget Transfer File Routine ccc cecccecesecessseeeeseceeseeeeseeeesecesseeeesesesseeeeeseees 173 Delete GL Budget Transfer File RQU INE ooooonoocccnooccnononcnoncncnnnnnnononcnononconononononcnnnncnnss 173 List GL Batches Routine Fixed Assets Information ccccesceesseeeseceeeeeeteeen
196. on that can be used to continue the intervention s description or that can be used as pertinent information that a caregiver must know when performing an intervention suspend To temporarily stop the operation of a software application When the suspended application restarts the screen and application resume at the point of suspension In EMR for example when you click Suspend in the menu frame the system minimizes the EMR screen and the account information is replaced by a password prompt After re entering your password the EMR session resumes Page 272 Client Server Fixed Assets Application User Manual The system also suspends EMR when viewing some reports When you exit the report viewer the EMR session resumes system message Text that appears on your screen usually in response to an entry A system message gives instructions about how to complete a prompt or explains why an entry is inappropriate To clear the message from the screen press lt Enter gt tab An area in the top section of some screens that resembles the tab of a manila file folder Tabs appear when a routine is too big to fit on one screen You use tabs to move between screens in a routine To select a screen do one of the following e click on a tab e hold down lt Alt gt and press the hot key on the tab E Note Before you can select a new screen you must answer all required fields in your current screen table One of the three ways
197. onary refer to the MIS User Manual Parameters List Parameters Routine This routine prints the values for all Fixed Assets FA parameters The View Parameters Routine displays the FA parameter values on the screen E Note This routine does not appear on any menu To place this routine on the screen use the Custom Menu Feature Page 186 Client Server Fixed Assets Application User Manual View Parameters Routine Use this routine to view the values set for your FA parameters The parameters consist of two screens To move between screens press lt Ctrl gt lt Tab gt or click on the tab you want to view e General e Depreciation Method To view documentation for individual parameters click on the parameter you want to view E Note This routine does not appear on any menu To place this routine on the screen use the Menu Customization feature View Parameters Routine General Screen To view documentation describing a parameter move the cursor to the field of interest and click the mouse button To view documentation for the Depreciation Methods screen click on its tab General Depreciation Methods GL Value GL Cost Value COST GL Batch for Scheduled Transactions in Summary or Detail DETAIL GL Journal for Reversed Assets Account Expression for GL Distribution by Department Account Expression for GL Distribution by Departments DPT_ _EOC Max Asset Number Length Period Based Straight Line Calculation Stan
198. ono nnonononnnnnnnnnnnnnnannncnnnnnninoss 71 View Amounts SS CLS 1 swans as POROS CES OU E ns TEE EE ba ese way wasn ne wpa os ne a 71 View GL Distribution Sere 72 View Sched le A to saie antes EEE ae E EEA mera 73 Processing Sch d les noni di id 75 Overview of Processing Scheduled Transactions c ccccscccsssscesseceeeseceesseeeeseeeeseeesseeeeeseesseeenes 75 Work Flow When Creating Scheduled Transacti0OWS ooooconococioncncnonnnnnonncnoncncnonnncnnn conan oncnnnnnnnnss 75 Graphic of the Creation of Scheduled Transactions ccccecssccesseceesseceeseeeeesecessneeesseeeesseees 76 Graphic of the List and Review of the Scheduled Transactions ccsceeseeesteesteeeseeeneeeseees 76 Graphic of the Check to Determine the Scheduled Transactions Accuracy ecceseeeseeenees 76 Graphic of the Check of the Integrity of the Transactions General Ledger Recetves 77 How Fixed Assets Calculates an Asset s Scheduled Transaction cc cccscccssssessseeessteeeeseeeeeses 77 Graphic OL ASSEt S LatiSti e 78 Process schedules Rowing A 78 Overview of the Process Schedules Routine anna 78 Selection OPuons asseeeyetres dede dee anette et dl 80 Overview of the Selection Options ccsccccessccesseceeseceesneeesseeeesseeeesseeesseeeeeeeessseeeeseeenes 80 Select Schedules to Process ROUTIO ooocccccnnnnnnonononononononononononononnnnnnonononononononnononononononoss 81 Refresh Schedule Function diia 81
199. ons Page 20 Client Server Fixed Assets Application User Manual e Assets e Enter Asset e Edit Asset e Inquiry e Activate Assets e Check Assets e Schedules e Sch Reports e Reports e Compiled Reports e Custom Reports e GL Budget e Purge e Select e System Status e Preferences Assets Use the Select or Preferences screen to select the assets that appear on the Process Assets screen Click number name status class or department in the column header to sort the table by the criteria you want Click assets to view additional information in the fields below Click check boxes to insert checkmarks and to select assets Click again to remove checkmarks and to de select assets When you select assets you can access footer buttons Use footer buttons to Remove Check for Activation Activate Retire Delete and Replicate assets You can also Initialize from MM Change Asset Number and List Remove Use this function to remove assets from the current asset table When you use this function you do not purge or delete assets from the system Use the Select function to add assets back to the table Check for Activation Use this function to determine whether initial assets are eligible for activation After you file the routine the system generates the Initial Assets Not Eligible for Activation report This report lists assets not eligible for activation and reasons Activate Select assets and then u
200. or a single asset You can view the asset s e Amounts e GL distribution e Schedule E Note This routine can be accessed via GL Drill Down Reporting Page 70 Client Server Fixed Assets Application User Manual Facility A Class BLDG Asset Inquiry Asset 00023 Department 01 7010 Status INITIAL 01 7010 BLDG AACIDANALY 01 1451 0000 MCH BUILDING 01 1460 0010 MCH ACC DEP BUILDING Asset Inquiry Selection Routine Use this selection screen to define the asset for which you want to view information Facility E E Facility A View Amounts Screen Use this screen to view the following information for asset values for the selected asset Page 71 Client Server Fixed Assets Application User Manual Current amount e Amount to add New amount Facility A Class BLOG Asset Inquiry Asset 00023 Department 01 7010 Status INITIAL General GL oistabution Schedules Comments COs 75000 00 75000 00 ACC DEPR 0 00 0 00 BOOK 75000 00 75000 00 SALVAGE as COST SALVAGE 75000 00 75000 00 View GL Distribution Screen Use this screen to view the GL Distribution percentages for the accounts or departments for the selected asset Page 72 Client Server Fixed Assets Application User Manual Facility A Class BLDG Asset Inquiry Asset 00023 Department 01 7010 Status INITIAL aena See eae 01 4480 3600 MCH OCCUPATIONAL HLTH 3600 FORMS PRINTED View Sch
201. orts Routine ssr sissie venin iss iii EE E E EE E 94 Selecto OPTIONS mrn aa AA 95 Select Reports to Process Sereen cceccecessscssseceesseeesseceeseecesseeceseeeseeceseecsseeesseeeesesensseeesseeees 96 Complle Report RoUtMe 102 A ET 96 View a Compiled Report Routine cccccsccesssecessseceeseceesseeesseeeesseeeeseeessseeesseeeesesessesesseeeesaes 96 Print Compiled Fixed Asset Reports Routine cccccccccccssseceeseceesneceesseeeeseeeesesesseesesseesseeeeesaees 96 List Status of Fixed Asset Compiled Reports Routine ooooooccccooccnooonononnnononcncnoncnnonnnonononcnonnnnnnss 97 PU 97 PP 98 Asset Rep Sii 98 Asset List by Number Routine EEEE EEE EET EEEE EEE T E REE ai 98 Asset List by Class Ro tier ssns ee aoisi aiaia ioa aA Ea e 99 Asset List by Department Routine ooooooccnoccccoonncoonnnconnnonononcnoncnnnnnnonononcnnnnnnnnnncnannncnnnnnnnns 100 List Assets by Description Routine ssiccaccsacdcacecatisadesacdsadanaddaadenatdnadavadeaadenatdeateratdeadneatiaenaeean 102 Current Status Reports ici 103 Current Status Report By Number Routine oooocoooccnocccoonncnonnncononononcncnonnnnonn conan oncnonnnnnnos 103 Current Status Report by Class Routine ooooooocccooocccononononcnononcnconononononcnon nono oncnononcnnnncnnos 105 Current Status Report by Department Routine ooooonoocccnooccnononcnoncnononnnnononononcnconn nooo cncnnnnno 106 Current Value Report Ro Utiel ii 107 Standard Value
202. ou can assign an asset type of OFFEQUIP to all desks and chairs All assets assigned this type are automatically given the same number of years for useful life that Fixed Assets uses to develop a schedule of depreciation Class Dictionary Use this dictionary to create classes of assets for example MAJOR MOVEABLE EQUIPMENT All reports within FA can be sorted by class For each class you can e define the EOC that that you want to include in the GL account number to which depreciation is expensed for each class e assign a specific customer defined screen to enter information not usually stored in FA e define a default GL account number for reference purposes only this account number was debited when the asset was purchased on the GL side e define a default GL account number for accumulated depreciation to be credited when depreciation is scheduled for assets in this class e define a default GL expense number that you want to appear at the Account Number prompt when a user enters assets in the Process Asset Enter Edit Asset GL Distribution screen when the ACCT is chosen rather than DPT e define a default GL account number for retirement book value to be debited for the amount of book value remaining when the asset is retired E Note At any prompt that requires a GL account number you can use a GL expression Example of Using Expressions at GL Account Number Prompts If the class BUILDING is used with assets that belong to Co
203. ou can calculate the accumulated depreciation value in one of the following ways e straight Line SL Depreciation Method e atable e directly entering a yearly dollar amount Scheduling Amounts Using Standard Methods Schedules Screen To specify a method enter METHOD at the Define Annual Amount By prompt on the Schedules screen in the Enter Edit Asset Routine Choose METHOD if you want to use one of the following standard methods e Straight Line e Double Declining Balance e 125 Declining Balance e 150 Declining Balance e Sum Of The Years Digits Page 49 Client Server Fixed Assets Application User Manual Selecting the Method Schedules Screen When you select one of the standard methods on the Schedules screen in the Enter Edit Asset Routine the following occurs 1 The default basis appears at the Basis prompt 2 The default limit if one exists appears at the Limit prompt 3 The default proration appears at the Proration prompt Scheduling Amounts Using Tables Schedules Screen If you cannot properly calculate an asset value using a standard method or a fixed annual amount use a table To specify a table enter TABLE at the Define Annual Amount By prompt Selecting the Table When you select one of the tables in the FA Tables Dictionary at the Table prompt the default basis appears at the Basis prompt and the number of the column in the table appears at the Column prompt Scheduling Amounts Directly
204. outine to list changes made to asset numbers You can list assets by status ACTIVE RETIRED or INITIAL or all assets within ranges of e departments e classes e dates of change Report Information The following information appears on the report Page 142 Client Server Fixed Assets Application User Manual e asset description e date and time of asset number change e id of person who made the change e old and new asset number From Facility BEGINNING From Asset Number Thru Facility Thru Asset Number From Department From Class Thru Department Thru Class From Date Thru Date Department Changes Report Routine Use this routine to list changes made to department numbers You can list changes by status ACTIVE or RETIRED or all assets within ranges of e purchasing facilities e departments e classes e dates of change Report Information e asset description e date and time of asset number change e id of person who made the change e old and new department number Page 143 Client Server Fixed Assets Application User Manual From Facility BEGINNING From Asset Number Thru Facility Thru Asset Number From Department Thru Department From Class Thru Class From Date Thru Date Asset GL Account Exception Report Routine Use this routine to list all assets whose GL Asset Acct and or GL Acc Depr Acct does not match the GL accounts as defined in the FA Class Dictionary You c
205. parameter Web order group A group of Web procedures that can be assigned to one or more providers to use in ordering from the Web via the Internet Gateway The Web procedures in the group appear on the provider s Web Ordering page and providers can order individual procedures by simply clicking to check them off Web procedure A combination of an OE category and an OE procedure and associated necessary ordering information Providers can order Web procedures via the Internet Gateway by checking off the procedures that they want to order Web request Change Information Request Form The electronic form in the Internet Gateway that Web users use to enter and submit requests for demographic changes Web request status The following statuses that the system assigns to Web requests Web Request Status Definition SUBMITTED The most recently submitted Web request that is not yet processed Page 278 Client Server Fixed Assets Application User Manual Web Request Status Definition REJECTED A Web request that preceded the most recently submitted form CANCELLED A Web request that is manually deleted from the system IN PROCESS A Web request that is currently updating the patient record PROCESSED A Web request that completely updated the patient record Web users Users who have access to the Internet Gateway Web users are defined In the MIS Web User Dictionary worklist An ordered li
206. plus the amount entered at the Added Y T D prompt If no value appears at the Added Y T D prompt then the system uses the date at the Date Acquired prompt on the General Information screen in the Enter Edit Asset Routine to calculate the depreciation amount for the asset The system adjusts all other related asset values by the amount you enter at the Added Y T D prompt Adjusting ACTIVE Assets When you adjust ACTIVE assets the system adjusts the New Amount prompt by the amount you enter at the Amount To Add prompt The system adjusts all other related asset values by the amount you enter at the Amount To Add prompt The system posts a direct transaction to General Ledger for the value defined in the FA parameters E Note To view and monitor these transactions you must create the GL Batch List By Acct Report Adjusting an Asset s Cost Value Amounts Screen You use the Amounts screen in the Enter Edit Asset Routine to adjust the cost value for an asset Adjustments to the cost value for asset are not required for INITIAL or INIT PR assets When you adjust ACTIVE status assets the system adjusts the New Amount prompt by the amount at the Amount To Add prompt The system adjusts all related asset values using the amount at the Amount To Add prompt The system posts a direct transaction to the value of Cost for the asset E Note To view these transactions you must create an Activity Report Adjusting an Asset s Salvage Value
207. port List Use this function to view the status of compiled reports Print Use this function to print a compiled report Purge Use this function to purge a compiled report from the system Custom Reports Use this function to generate custom reports You can attach a custom reports menu via the Preferences Dictionary Page 8 Client Server Fixed Assets Application User Manual GL Budget Use this function to run General Ledger reports and to create GL Budget batches Select Use this function to view and process user defined information You can use this function for assets schedules compiled reports and purges System Status Use this function to view system status and to access the Period End Status Report and Refresh functions Period End Status Report You can print directly from the System Status screen Refresh Use this function to refresh the System Status screen Preferences Use this function to access user defined preferences and default values for the user signed into the desktop You can access the Additional Reports Menu field and preferences for all users via the Preferences Dictionary Page 9 Client Server Fixed Assets Application User Manual Accountant Desktop MEDITECH Process Assets COMPUTER DESK ACTIVE CAPLSE 01 6600 REFRIGERATOR INITIAL BLDG 01 3100 COMPUTER INIT PR BLOG 01 3100 INITIAL CAP LSE 01 6500 ACTIVE BLOG 01 3200 ADJUSTABLE BEO ACTIVE LAND IMP 01 7200
208. port Process Asset Routine oooooconocccooocncoonnnnonononononcnoncncnnnnccnnnconnnoos 55 ENEO onI i A 55 List Comments Process Asset ROHS aaadanucannsinneunnoncanannunuauamone 55 List Customer Defined Asset Data Process Asset ROUtINE oooocooocccoocccconcncnonnnconnnonononcnnnnoos 55 Activity Reports by Period IRSA brao rioden ieiti lea e tees 56 Overview of the Activity Reports by Period Process Asset Routines oooooccnoccnocococccoonocnnoss 56 By Period Activity Summary One Value Process Asset Routine ooooonocccnoconococioccnonacananinos 56 By Period Activity Summary All Values Process Asset Routine ooooonnccnincccocococaconnconnannnos 56 By Period Activity Detail Process Asset Routine cssccsssscescssssessesesscereceeeesensconseeenes 56 Activity Reports by Yeal raaa a EKA REE A Ea EEEE EEEE ENES 57 Overview of the Activity Reports by Year Process Asset Routines oooooccnnoccccoocncnoncncnonnnos 57 By Year Activity Summary One Value Process Asset ROUtINE oooconoconnccnnocococanonccoonacananinos 57 By Year Activity Summary All Values Process Asset ROUtIN8 ooooconconiocccocancccooncnonacananonos 58 By Year Schedule History Process Asset ROU INE ooooconooccconcncnonnnconnncnononcnonnncnnn conan cncnnnnnos 58 Misc o 58 Overview of Process Asset Miscellaneous ROUtINES oconocononccnoconococonncoononononnncnnononaconccon nono 58 View COMmmMmentS 44 o oae aaia E EEEE E EE E A AEE A E AEA
209. port lists each schedule s e start date e fiscal year number of years that the schedule runs e type of calculation used for example METHOD DDB e Basis of the calculation if appropriate e limit placed on the amount of the value if one has been defined for example BOOK value cannot be less than SALVAGE e if a Method has been selected and a proration choice has been defined for the Method that choice appears under the heading Proration The schedule in effect as of the fiscal closing period is important information for tracking the life of an asset Regardless of which schedules were in effect at different points during the year the FA system always calculates on an annual basis and arrives at the annual amount based on the schedule in effect as of the annual closing date Normally of course you do not change a schedule at all during the life of an asset Miscellaneous Routines Overview of Process Asset Miscellaneous Routines The following routines may appear on the Process Asset screen individually as a button or grouped in a menu on a button Page 58 Client Server Fixed Assets Application User Manual Initialize from MM AP Routine e Activate INITIAL Asset Routine e Retire Asset if ACTIVE Routine e Delete Asset Routine E Note The ability to use these functions is controlled by the FA Option Set and FA Access dictionaries View Comments Use this routine to view free text comments associated with t
210. r Order Management Module POM POM is accessible from both EMR and PCS When entering orders in POM providers can edit the default values and responses defined for the favorite orders in the OE Favorite Order Sets Dictionary field source type The source from which a data field is created Page 228 Client Server Fixed Assets Application User Manual e Standard fields are supplied by MEDITECH e Custom fields are created by MEDITECH specifically for your health care organization e Modified fields are standard fields that have been edited by MEDITECH for your health care organization financial class A group of common insurances defined in the MIS Financial Class Dictionary Insurances are associated with a default financial class in the MIS Insurance Dictionary one of the MIS clinical dictionaries Your health care organization can use the financial class to retrieve information for reporting purposes or to determine which patient types are subject to medical necessity evaluation Financial class can be linked in the ABS Patient Class Dictionary with a patient type to form a patient class For example the type Inpatient can be combined with the financial classes MC and MD Medicare and Medicaid to form a patient class INMC MD Find Window When you click MMM on the toolbar or select Edit on the verb strip the Find window appears Find what fo End Nert Match whole word only Cancel I Match case fi
211. r Routine oooooccnonccnnnncnn os 117 Activity Summary for One Value by Period by Class Routine ooooooccnocncionnconos 118 Activity Summary for One Value by Period by Department Routine 119 Activity Summary for All Values by Period by Number Routine oooooccnocccnnnnnon os 120 Activity Summary for All Values by Period by Class Routine oooooccoocccconnnonos 121 Activity Summary for All Values by Period by Department Routine 122 Activity Summary Reports By Fiscal Year ccccccscccssseceeseceesneceesseeeeseeeeseeesseeeeneeeees 123 Overview of Activity Summary Reports By Fiscal Year ooooconoccnoocccoooncnoncnononnncnnnnnos 123 Activity Summary for One Value by Year by Number Routine cece 123 Activity Summary for One Value by Year by Class Routine oooooocccooccccononcnonnncnnnss 124 Activity Summary for One Value by Year by Department Routine 125 Activity Summary for All Values by Year by Number Routine ooocccnonccnoncnnonos 126 Activity Summary for All Values by Year by Class Routine ooooooccccoocccoooncnoncnonnnos 127 Activity Summary for All Values by Year by Department Routine o o 128 COMParisONs 0122 23 Mic A ad a a 2 129 Overview of Activity Report Comparisons cccccccesscessssceeseeeeeseeesseeeeseeeseeenseeeeeseees 129 Activity Comparison by Periods by Number Routine
212. r e tracking financial and statistical activity e compiling financial and statistical reports You can define GL Periods in the MIS GL Accounting Periods Dictionary A fiscal year can be divided into either 12 or 13 GL periods GL Value An asset value that you specify in the parameters to represent the accumulated depreciation and whose scheduled transaction are sent to General Ledger EJ Note In most circumstances the ACC DEPR value is the GL Value group response A group of related responses assigned to a Group type query For example you might define a group response of Pain that includes the responses None Slight Moderate and Extreme The responses appear in a Lookup Page 231 Client Server Fixed Assets Application User Manual Group responses are defined in the MIS Group Response Dictionary HCIS Health Care Information System A set of related databases that share dictionaries and data within a ring MEDITECH stores all application databases for example MIS BAR etc in an HCIS When defining an HCIS MEDITECH specifies the list of servers that the HCIS is allowed to use Each HCIS is linked logically not physically to a ring E Note Most health care organizations have only one HCIS associated with each ring However multiple HCISs for example Live A and Live B can exist on one ring HCPCS CPT Code A standard code that identifies a medical test procedure or product You can define HCPCS CPT C
213. r example if your organization consists of four corporations 01 02 03 and 04 you could have one purchasing facility assigned to corporations 01 and 02 a second purchasing facility assigned to corporation 03 and a third purchasing facility assigned to corporation 04 Page 260 Client Server Fixed Assets Application User Manual purge To systematically eliminate old or unneeded information from a live disk to create space for new data The information is usually archived before it is purged query A user defined prompt created to capture information unique to a specific health care organization Queries capture information that standard MEDITECH prompts do not Queries are defined in the MIS Query Dictionary and are assigned to Customer Defined screen queue A central location in which orders are placed in a sequence for printing and transmission The MEDITECH Information System includes several queues including the Print Queue the Delay Queue and the Interface Queue record A completed form A record consists of the following e the name of the record e field values responses to questions MEDITECH applications contain thousands of records referral A request made by a provider for authorization of specific care services performed by another provider In the Authorization and Referral Management Module referrals are called auth referrals Health plans may require that designated primary care providers initiat
214. r status The current degree of completeness of an order or a report in the MEDITECH system Click here for a table that describes order statuses order statuses table Status Description CNC X The order was CANCELLED UNV U The order was entered by an unverified user and needs to be verified before it is transmitted UNV APP The order was entered in OE and is associated with a pending appointment in SCH VER V The order has not been transmitted to the interfacing module TRN S The order was TRANSMITTED to the interfacing module LOG L The order was LOGGED in the interfacing module that is the order crossed the interface This status includes pending orders from PHA IPR D The ITS order was updated to IN PROCESS status in ITS TKN T The ITS order was updated to TAKEN status in ITS CMP C The ITS DPT order was COMPLETED in ITS DPT RES R The order has a RESULT associated with it UNV SCH The order originated in SCH but is incomplete in OE CMP The order was COMPLETED CMP A user in the care area has requested that the order be completed in the interfacing module TRN CNC The order was PRINTED in the receiving department but a user in the care area has requested a cancellation LOG CNC The order was LOGGED in the receiving department but a user in the care area has requested a cancellation IPR CNC The order is IN PROCESS in the receiving department but a user in the care area has requested
215. r than the day in question The auth referral expiration date is no earlier than the day in question e The auth referral s status is APPROVED CLOSED or EXPIRED e The auth referral is mapped to a referral type of I inpatient in the MIS Referral Type Dictionary audit trail A log of changes made to data for example a report that shows changes in a patient s height and weight The log can also show the user who made the edits auth referral In the MEDITECH ARM Module a request made by a provider for authorization of specific care services performed by another provider Health plans may require that designated primary care providers initiate an auth referral for coverage of specialty services The insurance provider or managed care office must approve the auth referral before the specialist s services are covered authorization See auth referral authorization number A number issued by the insurance carrier indicating that a referral for health care services is approved This number appears as the auth referral s identification number on auth referral Lookups and in the Authorization Number field on the Process Referral and Process Referral by Patient screens authorized services Services that an insurance plan ordinarily covers under the terms of the patient s insurance benefit To provide these services an insurance carrier or managed care office usually requires a referral from a provider affiliated with the plan Pa
216. ransfer to GL should be in detail or summary format When the GL Batch is to be Created With Enter A separate transaction for each asset to each GL D detail account number Page 188 Client Server Fixed Assets Application User Manual When the GL Batch is to be Created With Enter All debits and credits for any account summarized into one line total for all assets S summary Account Expression for GL Distribution by Departments Parameter If the user chooses to distribute by GL department use this parameter to create a GL account number to debit depreciation expense An example of the expression is DPT_ _ EOC The DPT represents the department entered for the individual asset at the GL Distribution screen The expense object code EOC is defined in the FA Class Dictionary and is assigned to individual assets via the Process Asset screen Max Asset Number Length Parameter Enter the maximum asset number length The number you enter determines the number of digits in the asset number when you enter N next at the Asset prompt in the Process Asset Routine The system assigns the next sequential asset number Period Based Straight Line Calculation Parameter This parameter relates to the straight line method of depreciation To base the depreciation on the total periods left in the asset s useful life enter Y This allows the cost changes to be reflected immediately and be spread evenly over the remainin
217. rea A location in a health care organization that has primary responsibility for a patient s care An example is the patient care station to which the patient is assigned Such a location can be designated as Inpatient or Outpatient in the MIS Location Dictionary care group An organized group of health care providers who usually work together in the same location Also referred to as a practice care plan A type of plan of care that is open ended relying on achievement of specified goals and does not have a specific ending date unlike a critical path category A logical grouping of procedures or orders within the Order Entry Module OE reflecting a department or division within a department Cardiology Laboratory Blood Bank Work Dietary and Medication are examples of categories Page 215 Client Server Fixed Assets Application User Manual category A label that you assign to a group of people This label lets you to send reminders to a group rather than to individuals You create a category in the Category Dictionary then use the Access Dictionary to make the category available to user groups category type The characteristic of a category that governs whether e the associated order or requisition applies to patients locations or both e a change in price appears in the Billing Accounts Receivable Module e the category s procedures can be interfaced with other modules The following table describes the types of ca
218. recover it and use it again The Fixed Assets Module also includes an Automatic Archiving feature that if enabled creates an archive copy of data you have selected for purging via the FA Asset Purge Routine Archiving occurs during the first step of the purge process when you select assets to purge and before actual purging takes place Your MEDITECH Applications Specialist enables the Automatic Archiving feature for Fixed Assets via the following FA parameters e Number of Complete Fiscal Years to Keep Retired Assets Prompt e Archive Purged Assets Prompt Both of these parameters must be activated for you to use the Automatic Archive feature in FA If you have questions contact your MEDITECH Applications Specialist Viewing Archived Data You cannot view or print archived documents in FA The FA module sends archived documents to the MIS Outbox You use the MIS Process Archive Documents Routine Page 152 Client Server Fixed Assets Application User Manual Compile Asset Purge List Routine This routine is the first step in the FA Asset Purge Process screen You use this routine to select assets to purge The system de indexes all eligible assets and rejects the rest from purging The system saves eligible assets in a purge list If archiving has been activated the system sends a copy of the Current Status Report to the MIS Outbox for archiving Enter your selection criteria into the fields on this screen When you finish click on E
219. references DiCtiONAIY oooooconococooncnnooonnnononcnononcnnnnnnnnoncnonnnnonnnnnannncnnnnnnnnss 194 Edit FA User Preferences and Defaults a 194 System CONVONTIONS ni in teens 195 Identifying GL Accounts via a Lookup ocococccnnocccooncncononononononononcnnn nono onononnncnnnnnnnnnncnonnncnnnnnnnns 195 Lookup OA Accounts cecilia dalla 195 Account Lookup by Class NUmbe c cccsssccssssceeseeessneeesseecesseeeessecessneeseseecsesesessaesessneeesseees 195 Account Lookup by Type ii ences te et ee es AAA 196 Account Lookup by Component or Super Component Value oooooconncccnoocccoooncnonononononcnoncncnnnnno 196 Account Lookup Limited to Control Accounts oooooconococononaconononononononcncnnnnnnnnononononcnnnnnnnnncnnnnnnnns 197 Combining Account Lookup Restrictions ccccccccessccesseceesseeeeseeessseceeeeceseeessseeesseeeeseesseees 197 Identifying GL Accounting Periods via a LOOKUP cooooocnoocnnononcnonnncnoncncnnnnonononcnonnncnnncnanoncnnss 197 Additional Graphicsi iii id id 199 Graphic of Calculating Schedule Projections for Budgets Report oooonococnoocnnoocncnoncnononcnonnoss 199 Graphic of the Flow of Activating Multiple ASSEtS oooconocccnoncccoooncnoncnononcncnnnncnononconcnoncncnnnnno 199 Graphic of the Flow of Activating Multiple Assets Continued ooooonocccnoocnnoncncnoncnononcnonnnnnnnnos 200 Graphic of the Flow of Activating One Asset ActiVatiMg oooooonoococononnnoncncnoncnconnncnonon
220. riod Thru Acquired Date Active or Retired or Both Activity Comparison by Periods by Department Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by department This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities JumpId mm hlp Security Rules for Purchasing Faciliti e asset values e asset numbers within department e GL periods e acquired dates Report Information This report contains the following information Page 131 Client Server Fixed Assets Application User Manual e open balance by period e close balance by period e transaction amounts e schedule information For Value From Facility Thru Facility From Department From Asset Number Thru Department Thru Asset Number From Period From Acquired Date Thru Period Thru Acquired Date Active or Retired or Both Activity Comparison by Years by Number Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by asset number This report lists assets with a status of ACTIVE or RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers e fiscal years e acquired dates Report Information This report contains the following information e open balance by period e close balance by period e transaction amounts e schedule information Page 132
221. rom From Thru Thru Includes Listing Schedule Projections List Schedule Projections by GL Account Routine Use this routine to list schedule projection files by General Ledger GL account number You must be authorized to use the GL accounts that you enter Report Information This report contains the following information e file number e date file created e file status e fiscal year e report create criteria e GL accounts e asset s depreciation expense E Note Fixed Assets retains all schedule projection files until they are manually deleted Page 169 Client Server Fixed Assets Application User Manual From File Number Thru File Number List by Department Schedule Projections by GL Account Routine Use this routine to list schedule projection files by General Ledger GL department number Report Information This report contains the following information e file number e date file created e file status e fiscal year e GL departments e GL accounts asset s depreciation expense E Note Fixed Assets retains all schedule projection files until they are manually deleted File Number From Department Thru Department Summary of Files Schedule Projections by GL Account Routine Use this routine to list all schedule projection files You can use this report to determine which schedule projection files you should delete Report Information e file number e date created e s
222. rom the print queue OE continues attempting to transmit orders from the delay queue after it completes transmitting orders from the print queue An order can be placed on the delay queue for many reasons for example if the designated printer is non existent not defined or INACTIVE in the UNV Printer Dictionary malfunctioning or disconnected delimiter A special character typically a dash which separates parts of an asset number for example prefix from suffix A delimiter allows you to e associate the prefix of an asset number with a link number e use the link number to initialize multiple assets from one invoice line Demo Recall A permanent file that stores patient demographic information such as insurance next of kin address and guarantor The system creates a single Demo Recall file for each patient The Demo Recall file contains the type of information that typically does not change with each visit For example the Demo Recall file stores address information but not the admitting doctor Using Demo Recall information minimizes the amount of data entry required For example during admission when a previous patient arrives for a new visit the system updates the screen with the information stored in the Demo Recall file for that patient Registration personnel review and update the information that has changed since the last visit demographic information Information that is not key field information but that is u
223. rporation CRP 01 and assets that belong to Corporation CRP 02 the expression CRP_ 1500 1000 can be used as the GL accumulated depreciation asset account Page 180 Client Server Fixed Assets Application User Manual When assets within the BUILDING class are depreciated the accumulated depreciation account derived from the formula is either 01 1500 1000 or 02 1500 1000 depending on the corporation to which the asset belongs The corporation CRP to which the asset belongs is determined by the corporation value of the GL Department in the Department field within the asset s general information Location Dictionary Use this dictionary to enter or edit a specific location for an asset The Location Dictionary allows you to standardize asset locations for reporting purposes For example you can enter Operating Room as the location for an asset Manufacturer Dictionary Use the Materials Management MM Manufacturer Dictionary to define all information about a manufacturer For documentation about this dictionary refer to the Materials Management User ManualMM AP Link Values Map Overview of the MM AP Link Values Map Before you can initialize assets with information entered in the MM AP Interface you must define a Link Amount Value Map for example table of values The map contains two types of information a delimiter used to construct asset numbers e values for invoice amounts used to calculate the initial cost of ass
224. rrived VERIFIED The patient is entitled to receive care under the policy plan the policy s effective date has arrived DENIED The patient was refused coverage by the insurance carrier or is otherwise not entitled to receive care under the policy plan Page 234 Client Server Fixed Assets Application User Manual interaction medication A chemical or physiological reaction that can occur when two or more different medications are taken together Subsequent drugs may increase or decrease the effect of the first drug For example if captopril commonly used to lower blood pressure is given to patients who are also taking a diuretic the combination may occasionally produce a sudden reduction of blood pressure interaction conflict group A group of order checking settings defined in the MIS Interaction Conflict Group Dictionary for orders placed by providers in Ambulatory Order Management AOM Operating Room Management ORM and Provider Order Management POM inter corporate transfer ICT A transaction to cover situations in which moneys are due to or due from corporations For example in a multicorporate environment one corporation s Accounts Payable might a El pay an invoice covering goods for departments in another corporation Inter corporate transfer ICT transactions are necessary to keep each corporation s accounts in balance ICTs are typically needed in batches read in from other applications The syste
225. ru Asset 00050 COMPUTER HUTCH ACTIVE EQUIP 01 3110 REFRIGERATOR INITIAL BLDG 01 3100 COMPUTER INIT PR BLOG 01 3100 LAMPS INITIAL CAP LSE 01 6500 TELEPHONE ACTIVE BLDG 01 3200 TELEPHONE INITIAL EQUIP 01 7200 CAT SCAN MACHINE INITIAL BLOG 01 7010 INTERCOM SYSTEM ACTIVE BLDG 01 6030 REFRIGERATOR INIT PR BLOG 01 3100 COMPUTER INITIAL CAP LSE 01 3100 COMPUTER MONITOR ACTIVE BLOG 01 6500 CARTRIDGE OXYGEN SENSOR INITIAL CAP LSE 01 6600 CARTRIDGE OXYGEN SENSOR INITIAL CAP LSE 01 6600 m O Q O Q O oO o 01 1453 0000 01 1460 0030 4646931 0100 ADODOS 0000011 5400 1 3M 3431313 FA Financial Director Desktop The Financial Director Desktop provides the following functions e Assets Inquiry e Sch Reports e Reports Compiled Reports e Custom Reports GL Budget e Select e System Status e Preferences Page 17 Client Server Fixed Assets Application User Manual Assets Use the Select or Preferences screen to select the assets that appear on the Process Assets screen Click number name status class or department in the column header to sort the table by the criteria you want Click assets to view additional information in the fields below Click check boxes to insert checkmarks and to select assets Click again to remove checkmarks and to de select assets When you select assets you can access footer buttons Use footer buttons to Remove and List assets Remove Use t
226. run this routine when the Close Period Routine is running From Facility Sepisisigte Thru Facility From Asset Number Thru Asset Number Restrict to Class Restrict to Department Identifying Assets to Activate You can limit assets to activate to a e set of asset numbers entered at the From Thru prompts e class entered at the Restrict To Class prompt e department entered at the Restrict To Department prompt e any combination of the above Change Asset Number Routine Use this routine to assign an asset a new asset number E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt The old number for this asset is retained as an alias for the asset and the Lookup routine uses this alias if a user enters the old number in the Process Asset Routine E Note The aliases remain in the system until you delete the asset or until the old account number has been assigned to a new asset An audit trail of changes is available via the Asset Number Changes Report Routine Page 68 Client Server Fixed Assets Application User Manual Facility Asset Number Asset Description Status Class Department Change Asset Number To Replicate Asset Routine Use this routine when you need to create numerous similar new assets You can copy the following information from an existing asset to the new asse
227. s at the Tool Tip prompt You can edit the text for this button 2 Press lt Enter gt The cursor appears at the menu s Hot Key prompt You can edit the default response 3 Press lt Enter gt The cursor appears at the Routine prompt located at the bottom of the screen 4 At the Routine prompt select a routine to appear on the menu 5 Enter text that describes the routine at the Menu Text amp before Hot Key prompt Repeat Steps 4 5 until you have selected all routines that are to appear on the menu 6 To enter more buttons press lt Enter gt until the cursor appears at the Button prompt dy To file the option set entry click on and go to the Access Dictionary to link users Linking Users via the Access Dictionary Link users to the process screen via the FA Access Dictionary using the following steps Step 1 Enter the mnemonic active status and description for the Access Dictionary entry Page 179 Client Server Fixed Assets Application User Manual Step 2 At the Process Screen field enter the process screens to which you are giving the users access 4 At the Users field enter the users you are authorizing to use the process screens 5 File the Access Dictionary entry All authorized users you entered can now use the process routines Asset Type Dictionary Use this dictionary to assign a specific number of years of useful life to specific types of assets For example y
228. s based on the characters that you type in the Lookup field As you type each character the system recompiles the results and displays matching entries unauthorized services Services that are not ordinarily part of a patient s benefit plan but which the insurance carrier or Managed Care office may cover under special conditions for example some emergency services unit number medical record number An identification number used by the Medical Records MRI module to differentiate patient records A unit number extends across multiple patient visits and serves as a permanent identifier for the patient s record You can usually identify patients at Patient prompts by entering their unit numbers unit number medical record number An identification number used by the Medical Records MRI module to differentiate patient records A unit number extends across multiple patient visits and serves as a permanent identifier for the patient s record You can usually identify patients at Patient prompts by entering their unit numbers unit price The dollar amount your health care organization typically associates with a specific procedure You can associate separate unit prices for the hospital component and professional component of the charge The hospital component covers such items as equipment and recovery room usage The professional component covers the clinician s fee for performing and interpreting the results of a procedure Page
229. s not specifically defined as a user in an ARM Access Dictionary entry The user is not entered in the Users field on the main Enter Edit Access screen GL corporation A number assigned to a health care organization or part of one The number is used to separately track revenues and expenses for each facility within a multi facility organization Page 230 Client Server Fixed Assets Application User Manual GL department A location within a health care organization that generates either revenues and expenses or expenses only Examples of departments include Cardiology which generates revenues and expenses or Housekeeping which generates expenses only In the GL chart of accounts a department is constructed by combining a GL corporation component with a generic department component GL distribution Defines the accounts that are debited whenever the amounts associated with the GL Value change the value of an asset GL expression A formula for creating GL account numbers Instead of entering one GL account number at a time you can define an expression that combines GL components to form one or more account numbers The system looks at the expression you have defined to determine which dictionaries contain the component values needed for creating the account For example CRP_ _ 1100 0030 combines all CRP component values with the literal account value 1100 0030 GL period A period of time usually a month used fo
230. s report lists assets with a status of ACTIVE or RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers e GL periods e acquired dates Report Information This report contains the following information Page 117 Client Server Fixed Assets Application User Manual e open balance by period e close balance by period e transaction amounts e schedule information For Value From Facility From Asset Number Thru Facility Thru Asset Number From Period From Acquired Date Thru Period Thru Acquired Date Active or Retired or Both Activity Summary for One Value by Period by Class Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by asset class This report lists assets with a status of ACTIVE or RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within class e GL periods e acquired dates Report Information This report contains the following information e open balance by period e Close balance by period e transaction amounts e schedule information Page 118 Client Server Fixed Assets Application User Manual For Value From Facility Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number From Period From Acquired Date Thru Period Thru Acquired Date Active or Retired or Both Activity Summary for One Value by Peri
231. scal year The total fiscal periods for a year foreground job A job that usually requires user interaction Foreground jobs usually run on a user s client PC but can on rare occasions run on a background job client formula Dosage instructions for administering a patient s dietary supplement such as Ensure Page 229 Client Server Fixed Assets Application User Manual frame An independently functioning section of the EMR screen The Menu frame displays the EMR menu options The Data frame displays visit information free text Text that can be made up of any combination of characters with no pre defined format Some MEDITECH fields allow free text entries Other fields require specific types of responses such as numeric date or time frequency The increments by which scheduled transactions are created You specify the frequency in the parameters when Fixed Assets creates scheduled transactions You can increment by GL Period or Year End function A routine that is available from within a process routine For example in the Order Entry module Cancel Orders is a function in the Review Orders Routine future order An order for a procedure whose service date occurs in the future T 1 The category s Hold Future Orders field must be set to Y For example the system waits until the service date arrives before it deducts an item from the Materials Management for a stock type order generic user A user who i
232. se this function to activate those which are ready Retire Select one active asset and use this function to retire it Page 21 Client Server Fixed Assets Application User Manual Delete Use this function to delete an asset from the system Replicate Use this function to create new assets from one that exists You can copy all the information from an asset or you can copy specific fields Initialize from MM Use this function to initialize one asset at a time from MM if you have not entered information for the asset Change Asset Number Select an asset and use this function to assign it a different asset number List Select an asset and use this function to generate a variety of reports Enter Asset Use this function to create a new asset Edit Asset Use this function to edit information for an asset Inquiry Use this function to view information for an asset Activate Assets Use this function to simultaneously activate multiple assets After you file the routine the system generates the Initial Assets Not Eligible for Activation report This report lists assets not eligible for activation and reasons Check Assets Use this function to determine whether initial assets are eligible for activation After you file the routine the system generates the Initial Assets Not Eligible for Activation report This report lists assets not eligible for activation and reasons Schedules Use this f
233. sed to identify a particular patient The following fields are considered demographic fields in MEDITECH s ARM Module Page 222 Client Server Fixed Assets Application User Manual e Maid Oth Name Home Phone e Street e Marital Status e City e Employment Status e State Employer e Zip Code e Work Phone Number department A location in a health care organization that is responsible for administering various procedures An example is the Cardiology Department Such a location is designated as a Department in the MIS Location Dictionary dependent An insurance plan member who is entitled to receive coverage based upon a family relationship to the plan subscriber Each plan determines which family members spouses children elderly parents qualify as dependents and may place conditions on these relationships For example children might qualify for coverage only if they are under 18 depreciation A calculated portion of the cost of an asset allocated to all of the periods in which services are received from the asset Your health care organization can choose one of the following methods of depreciation e standard method e table e direct entry derived value A value of an asset whose amount changes only when other values for the same asset change For example whenever the cost or the accumulated depreciation change for an asset the book value changes by the same amount Page 223 Client Server Fixed Assets Applic
234. set Checking Eligibility Enter asset number Activate INITIAL Asset Process Asset Routine Is Activate Asset asset eligible for activation Add missing information Graphic of the Flow of Activating One Asset Missing Information Process Asset Routines General Information Schedules Amounts GL Distribution Enter asset s missing information l Restart activation process Page 201 Client Server Fixed Assets Application User Manual Graphic of the Flow of Asset and Value Information New Asset E _ Pir ES ool RECORD ASSET FIXED ASSETS pakaa GL department that uses the asset L DOER o setup schedules and distribution GL distribution accounts GL ACC DEPR account Value of asset changes over time for example ACC DEPR taS E o a LEDGER A DEBIT GL distribution accounts A d CREDIT GL ACC DEPR account Graphic of the Flow of Statuses and Routines That Affect the Status of Assets Flow of Statuses and Routines that Affect the Status of Assets Purchased Assets Proposed Assets Enter Edit General Information Enter Edit General Information Process Asset Routine Process Asset Routine 2 INIT all new assets Y a Propoead prompt INIT PR only when an asset is part of a proposal Activate an Assel if approved for purchase Process Asset Routine Enter Edit General Information or Process 4sse
235. sets you can include ranges of e retired types e retired type date Report Information This report contains the following information e all general information e schedules e values and dollar amounts e GL distribution From Facility BEGINNING From Asset Number Thru Facility Thru Asset Number Status From Status Date Thru Status Date From Acquired Date From Date Retired Thru Acquired Date Thru Date Retired From Retired Type From Retired Type Date Thru Retired Type Thru Retired Type Date Page 104 Client Server Fixed Assets Application User Manual Current Status Report by Class Routine Use this routine to list all information for ACTIVE INITIAL RETIRED or all assets by class in asset number sequence This report is helpful when checking an asset s eligibility for activation E Note Each asset appears on a separate page making the report lengthy if you have many assets You can list this report by ranges of e purchasing facilities e asset number e status date e acquired date e retired date When listing only RETIRED assets you can include ranges of e retired types e retired type date Report Information This report contains the following information e all general information e schedules e values and dollar amounts e GL distribution Page 105 Client Server Fixed Assets Application User Manual From Facility BEGINNING Thru Facility From Asset Class From Asset Number
236. sets Application User Manual intervention A task or action that a caregiver performs Examples of interventions include measure vital signs every 30 minutes administer a bath Q1D invoice A bill from a vendor for items purchased and received job A function or task performed by a computer system You can classify a job as either a background job or a foreground job Julian Date A five digit internal format for expressing a date The first two digits denote the year and the next three denote the day of the year from 1 to 366 Examples e 04005 denotes January 5 2004 e 04365 denotes December 31 2004 e 96366 denotes December 31 1996 a leap year key field A field containing information that ARM uses for patient identification Key field Used for Name Patient identification within MRI and ARM Birthdate Patient identification within MRI Sex Patient identification within MRI Social Patient identification within MRI and ARM Security Number leave of absence LOA A Medicare term for a period during which a patient is temporarily absent from a facility for therapeutic or rehabilitative purposes and is expected to return after midnight of the same Page 237 Client Server Fixed Assets Application User Manual day or at a later date The bed and room assigned to a patient on LOA are held until the patient returns limit A specified amount that an asset s value cannot fall below regardless of an
237. should verify that all appropriate Fixed Assets transactions are valid verify that the transactions posted to GL match the FA amounts The following graphic illustrates this verification After the FA transactions are retrieved by General Ledger you compare the FA and GL batch reports to ensure what was created was received Printed in General Ledger Printed in Fixed Assets List GL Batches by Account List GL Batches by Account Routine Routine Compare This comparison ensures data integrity For example FA transfers transactions with invalid GL account numbers but GL does not post them The system prefaces an invalid account number with a on the GL Report Viewing Scheduled Transactions The Fixed Assets Module provides various methods of viewing scheduled transactions before posting them or after posting them You can view individual scheduled transactions or all scheduled transactions by asset number or summarized by GL account number The following table lists the routines and reports you use to view scheduled transactions Routines to View Prior To Posting Which routine Create Scheduled Transaction Routine Add Re Calculate Delete Scheduled Transactions Routine Post Scheduled Transactions Routine List Summary Routine Scheduled Transactions Detail Report How Transactions appear Illustrations Summarized by GL account number One selected transaction appears
238. specific drug or allergen a substance that is the source of an allergy Allergies adverse reactions can be coded or uncoded allergy Occurs after a person is exposed to a drug or other substance several times and then develops an immune response to it For example a person may take penicillin once without ill effect but on subsequent exposures may develop increasingly severe symptoms adverse reaction Occurs on the first exposure to a drug or other substance and is the result of an individual metabolic difference rather than an immune response Symptoms appear with no prior exposure and cease when the substance is removed For example a person who takes erythromycin may experience nausea However the nausea ceases when the person stops taking the medication Allergies adverse reactions can be coded or uncoded application See module application database A set of parameters data and dictionary files for a single application A health care organization can have multiple databases for the same application For example ADM databases ADM A and ADM B Each database operates independently and has its own set of parameters data and dictionary files Databases are defined in the MIS parameters Page 209 Client Server Fixed Assets Application User Manual application server In a 3 tier network a personal computer that executes programs for MEDITECH modules appointment orders A type of order characterized by a
239. sscessecceeseceeseceeseeeesseeeesseeesseeeeseeeeeeenes 139 Schedule History by Department ROUtINE ooooooocccooocccononcnoncnononcnnonononononcnnn conan ncnnnanons 140 Miscellaneous repost el ra 141 Overview of Miscellaneous Reports c ccccscccesssccssccesseceeseeeeseeeesneeessseeeseeeeseeessesenseeensaes 141 List Assets Initialized From MM AP RoQuUtiM6 cooooonocccnononcnoncnononnncnnnnononnncnnnnnnonnnnnononcnnnnnninnss 141 Information on the Assets Initialized From MM AP RepolTt occooooccnoccnonocncnoncncnoncnconnnccanocanoss 142 Asset Number Chances Report ii a ala 142 Department Changes Report ROUNE seie a ER O ROE EOE OR 143 Asset GL Account Exception Report ROutIME oooonooccnnocccconncnoncncnnnnonononcnonnnnononcnononcnnnnnnnos 144 System Maintenance Routines oooocnonnnononncccccnncnnnnnnnanancnnnnnnnnnnnanna na nn cnn nn rn rra nana 145 Overview of the System Maintenance ROU INES oooooonnocccononcnoncncnoncncnnnnonononcnononconnnnnononcnonnncnnss 145 View SSA dd 145 Close Period Rovira 146 Overview of the Close Period Routine A aia 146 Whento Close Mala spi iin UU O ouauuabevatwualjeutetnnedeedars 147 Prerequisites to Closing a Period ccccescccessccesseceesseceeseceesseeessneceeeecsseeesseeeseesessesenseeeeaes 147 Effects of Closing a Period ccccccsscccsssceeseeeeseeeesecesseeceseeseeeeseeesteeeseeeeseesesseeeesesensnees 148 Check Background Period Closing Routine cccccecssscesssce
240. sset If no scheduled transaction exists for the asset and the year to date activity is less than the annual amount due the system inquires if you want to add a transaction for the asset For example assume that you activate the asset after the creation of the scheduled transactions If a scheduled transaction already exists for the asset a system prompt asks if you want to recalculate or delete the scheduled transaction E Note You can adjust only one transaction for an asset value at a time Since adjusting individual asset values is time consuming if you are maintaining multiple scheduled transactions MEDITECH recommends you use the Create Scheduled Transactions Routine Page 86 Client Server Fixed Assets Application User Manual Prerequisites for Adding Scheduled Transactions To add a scheduled transaction follow these steps 1 Add a new asset using the Process Asset Routine 2 Activate the new asset using the Activate Assets Routine 3 Create a new scheduled transaction using these steps in the Add Re Calculate Delete Scheduled Transaction Routine Enter the asset value at the Value prompt Enter the asset number at the Asset prompt Click on Yes at the Add transaction for this asset system prompt Viewing Scheduled Transactions Viewing Scheduled Transactions Using The Add Re Calculate Delete Scheduled Transactions Routine Use the Add Re Calculate Delete Scheduled Transactions Routine to view a scheduled
241. sset Data Process Asset Routine Use this routine to list all customer defined information for an asset Page 55 Client Server Fixed Assets Application User Manual Activity Reports by Period Overview of the Activity Reports by Period Process Asset Routines The following routines may appear on the Process Asset screen individually as a button or grouped in a menu on a button e By Period Activity Detail e By Period Activity Summary All Values e By Period Activity Summary One Value E Note The ability to use these functions is controlled by the FA Option Set and FA Access dictionaries By Period Activity Summary One Value Process Asset Routine Use this routine to generate a list of Fixed Assets system activity recorded for one value of the asset currently identified on the Process Asset screen When you select the routine the Activity Summary for One Value by Period screen appears where you define the following information for which you want to run the report e Asset value e Range of periods e Range of acquired dates The report is sorted by GL period E Note If you prefer a detailed listing of the same information use the Period Activity Detail Report By Period Activity Summary All Values Process Asset Routine Use this routine to generate a list of Fixed Assets system activity recorded for all values associated with the asset currently identified on the Process Asset screen This report is sorted by GL
242. sset class This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities asset values asset numbers within class e fiscal years e acquired dates Page 124 Client Server Fixed Assets Application User Manual Report Information This report contains the following information e open balance by period e close balance by period e transaction amounts e schedule information For Value From Facility Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Year Thru Acquired Date Active or Retired or Both Activity Summary for One Value by Year by Department Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by department This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities e asset values e asset numbers within department e fiscal years e acquired dates Report Information This report contains the following information Page 125 Client Server Fixed Assets Application User Manual e open balance by period e close balance by period e transaction amounts e schedule information For Value From Facility Thru Facility From Department From Asset Number Thru Department Thru Asset Number From Fiscal Year From Acquired Date Thru Fiscal Ye
243. ssets Use the Select or Preferences screen to select the assets that appear on the Process Assets screen Click number name status class or department in the column header to sort the table by the criteria you want Click assets to view additional information in the fields below Click check boxes to insert checkmarks and to select assets Click again to remove checkmarks and to de select assets When you select assets you can access footer buttons Use footer buttons to Remove and List assets Remove Use this function to remove assets from the current asset table When you use this function you do not purge or delete assets from the system Use the Select function to add assets back to the table List Use this function to generate a variety of reports for assets that you select Inquiry Use this function to view information for an asset Sch Reports Use this function to generate a variety of schedule related reports Reports Use this function to generate a variety of assets related reports Compiled Reports Use this function to select and then to view information about compiled reports Click report title status or number of records in the column header to sort the table by the criteria you want Click the report to view additional information in the fields below Click check boxes to insert checkmarks and to select compiled reports Click again to remove checkmarks and to de select compiled reports
244. ssseeeesseeeeseeeessecesseeeeseeesssesenseeeesaes 148 Period End Summary Report Routine 0 cccceescccessccesseeesseeeeeseecesseeeeeeeesseeeesseseseessteseeseeeeaes 149 FA Asset Purge Process SCTC i cccccccsssscsssscessceeeseeeessecessceeeeseeessseeeeseeeeeseeeseseeesseeesseeeeseeenses 150 Overview of the FA Asset Purge Process Screen coooooccnocccooncncnonnnconnnononcncnnn nono nncnononcnnnncnnss 150 PurcesR outing Rui Statistical ae 151 Archiving in the Fixed Assets Module ooooonnoccnnocccooncncononcnonnncnon conan conan oncnonnnnonnnonannncnnn nacos 152 Compile Asset Purge List Routine 0 0 0 eececcssccsesecessseeeeseeeeseeencecesseeeessesesseeeeeseeeessesensaes 153 Aisset PUDE REPO dic A SEEE EEEE EEEE EEEE Sees 153 Execute Purge Routine ninia 154 Re Display Current Status Routine onein iaia a RA E AREER iaa 154 Facility CONTMICt RCD OL Ia a A R A A ra 154 Change Purchasing Facility Routine ooooooocccnooncnoncncnonnnnononononcncnnnnonononononnnnononcnon nn cnn nncnnnncnannos 155 Facility Changes Report v5 04 O do 156 General Ledger Bud ets cuicos dai ii 158 Overview tor General Leda Bs o dee 158 Steps for Creatine a Budo ii As 158 Creating Schedule Precios oso 158 Overview for Creating Schedule ProjectiODS ooonooccnnococnononcnonnncnnonononcncnon conan nonononcnnnnncnnnos 158 Selecting Assets for Schedule ProjectiOWS oocconocccooocccoonncnoncncnnnnnnnnnnonononcnnnnonononcnonnncnnnnoos 159 Asset Projectio
245. st that appears on a Process screen Worklists allow users to see instantly which e patients need to be processed e reminders need to be acted upon year end An asset schedule frequency that creates one scheduled transaction for the asset at the end of the final month of the fiscal year as defined in the MIS Accounting Periods Dictionary Page 279 Index Index A ACCESS ioc iis sire ede ao Se i ee a at 176 AGRS dales A ee ve 184 asset numbers CHANGING init aL te ead oil 68 assets ACUIVATING cut tdo pie 3 ACI sa ATT E E E E E E ETT 152 COPY Dita E E E E E tado ieee te 30 O A E A EE 4 a e EEEE A TE AS 29 A shack E A AE AT A EA E CENTR 67 PUIQING A ea ie ee ae ee in E ee eee det heed hice tee 5 6 SOUICES ii A A ie ee 29 B budget transfer files O OS 173 E O OOO 173 budgets creating kinean pce needs a a es tee ened a gs Bae esas osteo eee A EE EE Hi cence beasts ie pee oad ees 172 deleting ceert teers ted kata tos lan Soba aa ee 173 schedule projections sci cs Aevceyesad eee a eheetive a Rode E e eae 168 Cc comments USO a ain eee ee A eee ee ee 55 A scie elites ca a a ciel ace gas biie a odio Ud vaca a d N ae e duce swale Cacedceeidudaesacedddevest 53 54 VIEWING ti A ee ee 55 compiled reports creating and editing iia rio ieee Adele dai aa 94 A AAN 96 PO siii AA a daira tee 96 conversion dali oi 31 customer defined screens using to enter NON FA infoOrMatiON ooonoccccnnccoccnononcncnanoncnn nono ates eeaeeeeeeaaeees
246. status indicating the current stage of a patient s visit to the health care organization Patients can be classified into one of the following admission statuses e scheduled SCH e pre admitted PRE e pre registered PRE e admitted ADM e discharged DIS e departed DEP Patient statuses are combinations of admission statuses and patient types Advanced Beneficiary Notice A waiver form that users can print when the medical necessity status of an ICD9 code the user enters for an ordered procedure is either REJECTED or UNKNOWN By signing this waiver form the patient acknowledges financial responsibility for having the procedure performed Alert Feature A diagnostic feature of the MEDITECH HCIS that notifies programmers system operations personnel and other staff via e mail when an error situation occurs MEDITECH modules parameters define when alerts are issued The MIS Alert dictionaries define which error situations the system checks and what action to take when an error situation occurs The Alert feature checks the following for error situations Once notified you can take corrective action before the situation worsens Page 208 Client Server Fixed Assets Application User Manual e system e servers e background jobs e client PCs e network e modules application databases allergy adverse drug reaction In general allergies and adverse drug reactions are undesirable reactions caused by exposure to a
247. t Routine Activate Assets Routine H at Proposed prompt ACTIVE asset being depreciated INIT all new assets Retire an Asset Process Asset Routine RETIRE asset fully depreciated orat end of useful life Page 202 Client Server Fixed Assets Application User Manual Graphic of the Proposed Asset Cycle Proposed Asset E Process Asset Routine General Information Enter information for proposed asset status is IHIT PR Submit a request to purchase the asset Graphic of the Proposed Asset Cycle Asset is Ready to be Activated Asset is ready to be activated so it can be depreciated Process Asset Activate Asset s Life Cycle Page 203 Client Server Fixed Assets Application User Manual Graphic of the Sources of New Assets Hew assets via the New assets entered directly MM AP Interface into Fixed Assets MATERIALS MANAGEMENT MM INTERFACE FIXED ASSETS ACCOUNTS PAYABLE Graphic of the Steps Taken to Create a General Ledger Budget IH FIXED ASSETS 1 Create a file containing schedule projections Create Schedule Projections Enter new selection criteria by GL Account Routine 2 Verify schedule projections List Schedule Projections ao List Schedule Projections by GL Account Routine by Department Routine Lists schedule projections in department GL account and asset number sequence Lists
248. t Number Thru Department Thru Asset Number Suppress Detail Grouped Projections Reports for Fiscal Years Overview of the Grouped Projections Schedule Projections Reports for Fiscal Years These reports list the predicted asset values for a given asset value Values list by fiscal year Use these reports to review the total asset value for each asset for a set of fiscal years and to estimate the depreciation expenses produced by the GL Budgets Routine You can list the information for these reports by e asset number e class e department Schedule Projection Report for Fiscal Years by Number Routine Use this routine to list scheduled projections for one value which meet the following criteria e all asset statuses e a set of fiscal years e within a set of purchasing facilities and asset numbers Report Information This report contains the following information e ACC DEPR information for each asset by fiscal year e ACC DEPR totals by fiscal year totals by asset Page 165 Client Server Fixed Assets Application User Manual For Yalue From Fiscal Year Thru Fiscal Year From Facility Thru Facility From Asset Number Thru Asset Number Schedule Projection Report for Fiscal Years by Class Routine Use this routine to list scheduled projections for one value which meet the following criteria e all asset statuses e a set of fiscal years a set of asset classes e within a set of purchasin
249. t date is the date on which the schedule is to start This is not the date on which you entered the asset into the system or the date of any major change to the schedule Entering the Fiscal Year At the Fiscal Year prompt on the Schedules screen the system displays the fiscal year associated with the start date of the schedule Specifying the Total Years in the Schedule Schedules Screen The value at the Total Years in Schedule prompt on the Schedules screen in the Enter Edit Asset Routine is the total number of years in the useful life for an asset Page 48 Client Server Fixed Assets Application User Manual If you entered an asset type at the Type prompt on the General Information screen the system displays the number of years defined in the FA Asset Types Dictionary at the Total Years In Schedule prompt Otherwise you enter the number of years you want the system to apply the schedule to the value E Note This number of years applies only to the METHOD and DIRECT ENTRY methods for calculating value amounts The TABLE method overrides any years entered in the Total Years In Schedule prompt and uses the years defined in the table Defining a Method for Calculating Value Amounts Overview for Defining a Method for Calculating Value Amounts Schedules Screen You can define amounts to be calculated by a schedule in one of the following ways Method e Table via the FA Tables Dictionary e Direct Entry That is y
250. t numbers and then edit the individual fields as needed e comments e location e vendor information purchase order GL accounts and departments PO Line e schedules e Invoice e amounts e contract date e acquired date e CDS data E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type If you enter a range of more than 10 numbers a warning message allows you to cancel the range If you enter a range of more than 50 numbers another warning message appears again allowing you to cancel the range Page 69 Client Server Fixed Assets Application User Manual Facility Copy From Asset Number Description Status Class Department Copy To From Asset Number Thru Asset Number Comments Amounts PO Line Vendor Manufacturer Acquired Date Invoice GL Accounts Department Location Contract Date Schedules Purchase Order CDS Data Asset Facility Inquiry Routine Use this routine to determine the purchasing facility for a specific asset After you enter an asset number the asset s purchasing facility and status appear This routine has no user restrictions However if you are not authorized to use the purchase facility that appears you cannot process the asset via any of the other FA asset routines Asset Inquiry Routine Overview of the Asset Inquiry Routine Within a selected facility use this routine to view all information f
251. t scheduled transactions for any associated non derived values Report Information This report contains the following depreciation information for each asset and totals for all amounts in the range of selected classes departments or asset numbers e asset description e scheduled annual amount e Y T D total amount e scheduled amount for current period e remaining balance due for the year e each affected GL account s debits and credits If you select more than one schedule you cannot enter a number range List Scheduled Transactions Detail by Department Use this routine to list all scheduled transactions for one asset value and selected facilities Assets are sorted by department If you select only one facility schedule a pop up screen allows you to select a range of departments and asset numbers If you select more than one schedule you cannot enter a number range E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt This report helps you check if e all scheduled transactions are correct prior to posting e any scheduled transactions were posted for the year to date E Note Derived values do not appear on this report The system creates these values only after you post scheduled transactions for any associated non derived values Report Information This report contains the following depreciation information for each
252. t type A classification given to a patient upon admission Patients can be classified into one of the following groups Typ Description e IN An inpatient who is admitted for at least an overnight stay and assigned a bed and room Page 250 Client Server Fixed Assets Application User Manual Typ Description e Ino An observation outpatient who is assigned a room and bed without incurring automatic room and bed charges The observation patient is billed as an outpatient treated as an inpatient in real time reports and treated as an outpatient in statistical reports CLI A clinical outpatient who registers for an isolated appointment not a series such as examinations treatments or consultations ER An outpatient who receives treatment at your Emergency Room Depending on their illnesses or injuries patients may be admitted as inpatients or treated as outpatients and discharged POV An outpatient who goes to a provider s office for an examination consultation or treatment The POV accounts are created in the Physician Practice Management Module PPR An outpatient account within a particular provider s practice These accounts are re used for each patient encounter at the provider s practice An encounter is a patient visit or part of a patient visit to a provider s practice RC An outpatient who goes for a regularly scheduled series of clinical appointments R for example a chemotherapy patient RE
253. tail report lists information for each facility The summary report lists only totals for each facility and the grand totals From Facility Thru Facility From Department From Asset Number Thru Department Thru Asset Number Detail or Summary Standard Medicare Asset Report Use this routine to create reports that comply with MEDICARE old new reporting requirements The date at the Standard Medicare Old Asset Date parameter determines whether an asset is old or new The date appears on this screen for reference You can use either the contract acquired date to compare to the Standard Medicare Old Asset Date If the contract or acquired date is earlier than the Standard Medicare Old Asset Date the date is an old date You can run this report if the following conditions are true e The GL period is closed e The following standard entries exist in the FA Value Dictionary COST ACC DEPR Book Derived from COST and ACC DEPR Page 115 Client Server Fixed Assets Application User Manual e Your Health Care Organization assigned you access via the Financial Data Access Type prompt in the MIS User Dictionary to this financial information On this report you can list the assets for a range of facilities and a range of asset numbers e include new assets old assets or both e include assets with a status of ACTIVE RETIRED or both e use the contract date or acquired date for assets Standard Medicare Old Asset
254. tatus of file e fiscal year e selection criteria Page 170 Client Server Fixed Assets Application User Manual Creating General Ledger Budgets Overview for Creating GL Budgets After you create a file containing schedule projections via the Create Schedule Projections By GL Account Routine you must create a Budget Transfer File via the Create GL Budgets Routine The GL Module uses the Budget Transfer File to read the FA Schedule Projections that the system uses to create your budget The following graphic illustrates how to create the GL Budget File Enter the number of the Schedule Projection File created in the Create Scheduled Projection by GL Account Routine Selection criteria entered in the Create Schedule Projections by GL Account Routine appears in the remaining fields Create GL Budgets from Schedule Projection File Number ilit stame Facility Created Fiscal Year e __ __ _ _ ____ __ _____ ur AAA Select By Select By From From Thru Thru Includes Budget s Impact on GL The asset depreciation expenses sent to GL by FA do not affect GL accounts General Ledger s budget function is a separate entity and does not perform any posting activity Using The Schedule Projection File Y ou use the Schedule Projection File previously created in the Create Schedule Projections By GL Account Routine to create the actual GL Budget File for GL Enter the schedule projection file number at
255. tegories Used in Type Dictionary Patients Location Charges Routines Order Procedure Yes No Yes Enter Orders Stock Procedure Yes Yes Yes for Enter Orders patients Enter Requisitions Diet Dietary Yes No No Enter Orders Procedure Nursing Care Yes No Yes Enter Orders Procedure Payment Payment Yes No Posted to Enter Misc Procedure GL or Cash BAR Enter Orders Work Procedure No Yes No Enter Requisitions Category types are assigned to categories in the OE Category Dictionary claim A request for payment in accordance with the terms of an insurance policy A claim can also refer to the amount of money requested Page 216 Client Server Fixed Assets Application User Manual class A category in which to group assets You can use the FA Class Dictionary to sub divide general categories into more specific classes The following are examples of asset classes e property e office equipment e X ray equipment client PC A personal computer PC that accesses shared network resources provided by a server clinical department A department within LAB ITS and PCS used to track procedures interventions user access restrictions For example LAB departments provide organization of workload for the testing and reporting of specimens LAB departments include Chemistry Hematology and Urinalysis GL departments have matching clinical departments however clinical departments have no link with GL departments The B AR m
256. tep 2 The cursor appears at the Menu Routine prompt If the button is to display a menu on the process screen enter M If the button is to invoke a routine enter R Editing and Deleting Buttons Editing Buttons You can edit the following button information To Changea Action Result Menu to a At the Menu Routine Eliminates the existing menu routine prompt change M to R for the button You must then define a routine Routine to a At the Menu Routine You create a menu for the menu prompt change R to M button To return to the Button prompt click on Menu entries Deleting Buttons Select the button and press lt Delete gt If the button has a menu the menu is also deleted Defining Buttons for Routines Step 1 At the Routine prompt select the routine to appear on the button that appears when a user presses this button 2 The tool tip default text appears at the Tool Tip prompt You can edit this text 3 Press lt Enter gt The cursor appears at the Hot Key prompt You can edit the default response Page 178 Client Server Fixed Assets Application User Manual Step 4 Press lt Enter gt The cursor appears at the next empty Button prompt You can select another button to appear on the process screen 5 Click on to file the option set and link users via the Access Dictionary Creating Menus for Buttons Step 1 The menu s tool tip default text appear
257. ter that already exists at the cursor position Many text editors let you choose between overtype mode and insert mode page One screen of data Because you cannot scroll vertically in EMR you view data on pages by clicking on the Prev Page and Next Page buttons Page 248 Client Server Fixed Assets Application User Manual panel An EMR screen that displays visit data transferred to EMR from a source module for example MEDITECH s Laboratory Module Panels display a range of information for selected visits that includes e demographic and status data e history data e orders e medications e laboratory and other reports e care trends and activity E Note MEDITECH assigns panels to EMR Views In the MIS FS Parameters your MEDITECH Applications Specialist defines which Views appear in EMR Then when you access a panel that has Views the default View automatically appears You can select which View you want to access by clicking on an active View Selection button parameter A value that customizes a MEDITECH module to meet your health care organization s unique needs For example the Start Midnight Run After parameter determines when a module starts the Midnight Run to update and maintain the module s database The two basic types of parameters are e system parameters which can be edited only by MEDITECH Applications Specialists an Enter Edit Parameter routine is a part of each module s Toolbox e customer def
258. termines when the system creates a depreciation transaction for an asset value Typically a schedule creates a transaction for each GL period schedule projections The depreciation expenses for an asset for a future fiscal year scheduled transactions Transactions that reduce the value of an asset on a regularly scheduled basis using a predetermined formula For example accumulated depreciations are regularly changed by scheduled transactions search criteria Criteria you enter that determine which records appear in a report E Note Selection criteria and search criteria are synonymous secondary sort Also known as minor sort and sort 2 the sort criterion by which the system arranges data on a report within the primary sort For example in the Payroll Personnel module you can create an employee report with a primary sort criterion of payroll and a secondary sort of department Assume you have three payrolls Payroll A Payroll B and Payroll C and twenty departments Dept 1 Dept 2 Dept 3 etc The report lists employees in Payroll A first followed by Payroll B and Payroll C Within each payroll the report lists employees by their department Thus the report lists employees in Payroll A Dept 1 at the beginning of the report and lists employees in Payroll C Dept 20 at the end selection criteria See search criteria selection file A list of patient referral provider or other information that the system
259. that serves as a criterion for determining insurance reimbursement This code is used mainly to document the reason for ordering a procedure ICD9 codes indicate the condition mostly responsible for causing hospitalization or other use of health care services ICD9 refers to the International Classification of Diseases ninth revision icon A small graphic that is a symbol for a type of visit The following is an example of the icon that indicates a recurring visit Inbox Outbox Routines used to send and receive information to and from applications The Inbox processes incoming data and the Outbox processes outgoing data Inboxes and Outboxes are used by sites that combine the following e MEDITECH modules and non MEDITECH applications e Client Server C S and MAGIC modules that is mixed platform sites e Different Client Server C S systems such as conventional C S modules and Long Term Care LTC index file A system created internal file that contains subsets of information for a record Several MEDITECH modules such as ABS B AR MC MM MRI P P and PRV use index files When you compile a report if you include an index file as a select field the report compiles faster than it does without an index file Example Using an Index File Assume that you want to create an Abstracting report that includes all females admitted in the month of August 1999 1 In the Compile an ABS Patient Report Routine respond to the se
260. the third column Page 184 Client Server Fixed Assets Application User Manual Amounts All amounts on the table are ANNUAL amounts If the schedule frequency is PERIOD and 12 periods are in a fiscal year the system calculates one twelfth of the percentage on the table as the monthly transaction Number of A 12 column table typically has an additional year Years because a table may need an additional year to reach 100 depending on when the asset was placed into service For example assets placed into service in the first two months of the fiscal year may be fully expended in 15 years while those placed into service in months 4 through 12 require 16 years to be fully expended Table Basis Each table must have a basis For example in the standard package the basis of the table for ACC DEPR on a standard 10 year property ACRS table is COST Therefore for the annual amount of ACC DEPR the system multiplies the current COST by the table s percentage to produce the amount by which to increase ACC DEPR Filing Tables Regardless of the type of the table the total percentage for all years must equal 100 before you can file the table Value Dictionary Use this dictionary to enter or edit information for Fixed Assets values Asset values can be one of the following types e standard e non standard Standard and non standard values fall into the following categories e derived e non derived You also use this dict
261. therwise the system continues to process the asset The system then adjusts the initial cost of the asset using the value s basis to determine the current value of the asset The resulting value is used to calculate the depreciation amount Next the system takes the total years in the schedule and multiplies the years times the number of periods assigned to a fiscal year in the MIS parameters The result is the total number of months in the schedule Finally the system divides the base by the total number of months to obtain the amount of the asset s scheduled transaction Click here to see the system statistics that are created by these steps Page 77 Client Server Fixed Assets Application User Manual Graphic of Asset Statistics Statistics for a Hewlhy Activated Asset lm OPPICE WORKSTATION SCHEDULE CALCULATED EY METHOD SL CURRENT AMOUNT FOR BASIS LCOST 2ALVACE 690 05 CURRENT YERR 1556 YERR IN SCHEDULE 1 ACC DEFR 0 00 Total depreciation at beginning of fiscal year 0 00 Total depreciation since asset was activated 32 18 Total depreciation at end of current fiscal year 0 00 Total depreciation taken for current fiscal year 32 16 Total depreciation remaining for current fiscal year Periods remaining in schedule and depreciation for each period ACC DEFE ACE DEFE FOR TERE END OF TERE 139 77 232 95 139 77 FIAL LTE Remaining schedule 139 77 512 43 information 139 77 652 26 46 53 696 485 Proc
262. thin FA e accounts within GL Steps for Creating a Budget To create a budget follow the steps below 1 Verify the contents of the GL Budget Transfer File using the List GL Budgets Routine 2 Create a set of schedule projections using the Create Schedule Projections By GL Account Routine 3 Verify the schedule projections using the List Schedule Projections By GL Account Routine and the List Schedule Projections By GL Account By Department Routine 4 Create a budget file with the schedule projections using the Create GL Budgets Routine 5 Transfer the GL Budget File using General Ledger s Read Budgets From Applications Routine Creating Schedule Projections Overview for Creating Schedule Projections When creating General Ledger GL budgets in Fixed Assets FA you must first create schedule projections using the Create Schedule Projections By GL Account Routine E Note The figures from the Create Schedule Projections By GL Account Routine do not affect the Fixed Assets or General Ledger modules The system treats these figures independently from the scheduled and direct transactions sent to GL Page 158 Client Server Fixed Assets Application User Manual Frequency for Creating Schedule Projections Create schedule projections when you need to access FA depreciation expense information for a GL budget Selecting Assets for Schedule Projections Prior to creating schedule projections via the Create Schedule Projec
263. this fiscal period unless you recreate the scheduled transaction Page 88 Client Server Fixed Assets Application User Manual Post Scheduled Transactions Routine Overview of the Post Scheduled Transactions Routine Use this routine to apply the selected scheduled transactions created in the Create Scheduled Transactions Routine to the ACTIVE assets in the FA Module When you select the Post Function a confirmation screen allows you to continue with or cancel the posting A Caution You cannot change posted scheduled transactions E Note To use this routine your financial access must be defined as CORPORATION or ALL in the MIS User Dictionary at the Financial Access Data Type prompt When you initiate a posting of scheduled transactions the system does the following e Applies the scheduled transactions to the specified value of the assets that you entered at the For Value prompt on the Create Scheduled Transactions screen e Creates a batch of scheduled transactions for each asset s GL Value and prepares it for reading by the General Ledger GL Module To read the Fixed Assets batches into GL use the Read Batches From Applications Routine After the schedules are posted e a batch of posted transactions for the GL Value is available for the General Ledger GL Module to read e You can close the period After you close the period you can create scheduled transactions for the next period Defining a Detail or Summar
264. this list to verify which GL accounts contain asset depreciation expense information for the budget created in the Budget Routine in General Ledger Fiscal Year Account Type File Status Delete GL Budget Transfer File Routine Use this routine to delete the General Ledger GL Budget File created in the Create GL Budgets Routine This feature prevents you from accidentally using the file again E Note If you need to send GL asset depreciation expenses again recreate the GL Budget File using the Create GL Budgets Routine along with the appropriate Schedule Projections File Page 173 Client Server Fixed Assets Application User Manual Fiscal Year Account Type File Status List GL Batches Routine Fixed Assets Information The GL Batch List displays the following additional information for batches generated in the Fixed Assets module e asset number e type of transaction scheduled or direct e abatch s control amount and control count In the Fixed Assets Module a batch is created whenever a scheduled or direct transaction is posted to the General Ledger Only one scheduled transaction can be posted to the General Ledger per period However there is no limit to the number of direct transactions that can be posted per period List GL Batches By Account Routine Use this routine to list the debits and credits made to associated General Ledger GL accounts resulting from GL batch creation The report lists in
265. tial assets are eligible for activation After you file the routine the system generates the Initial Assets Not Eligible for Activation report This report lists assets not eligible for activation and reasons Activate Select assets and then use this function to activate those which are ready Retire Select one active asset and use this function to retire it Delete Use this function to delete an asset from the system Replicate Use this function to create new assets from one that exists You can copy all the information from an asset or you can copy specific fields Page 11 Client Server Fixed Assets Application User Manual Initialize from MM Use this function to initialize one asset at a time from MM if you have not entered information for the asset Change Asset Number Select an asset and use this function to assign it a different asset number List Select an asset and use this function to generate a variety of reports Enter Asset Use this function to create a new asset Edit Asset Use this function to edit information for an asset Inquiry Use this function to view information for an asset Activate Assets Use this function to simultaneously activate multiple assets After you file the routine the system generates the Initial Assets Not Eligible for Activation report This report lists assets not eligible for activation and reasons Check Assets Use this function to determine w
266. time and date entered into the schedules of the needed resources and reserved for a specific patient archive To copy old data from a live disk to a long term storage medium disk or tape After data is archived it is often purged from the live disk to create space for new data asset life The approximate life of an asset You define asset life in the FA Asset Type Dictionary asset schedule statuses An asset schedule can have the following statuses Status Description CREATE Q The schedule is queued on the background job client CREATING The schedule is being created by the background job CREATED The schedule has been created and is waiting to be posted In this status schedules can be added recalculated deleted or re created POST Q The schedule has been put into Post queue waiting to be posted by the background job POSTING The schedule is being posted by the background job POSTED The schedule is posted ERROR A problem occurred with the posting The schedule cannot be re created In addition a toolbox routine should be run to post the remaining items on the schedule If the items are not posted the period may not close Page 210 Client Server Fixed Assets Application User Manual at risk day Each day of an inpatient stay that is not authorized by the patient s insurance A day is not considered authorized unless all of the following conditions exist e The auth referral date is no late
267. tions By GL Account Routine use the following reports to view the projections that Fixed Assets sends to General Ledger e Asset Projection Reports e Grouped Projections Scheduled Projection Reports For GL Periods e Grouped Projections Scheduled Projection Reports For Fiscal Years Asset Projections Reports Overview of Asset Projections Reports These reports list the scheduled projections for one value Use these reports to view schedule projections for future years You can list the information for these reports by e asset number e class e department Schedule Projection Report by Number Routine Use this routine to list scheduled projections for one value which meet the following criteria e ina particular fiscal year e ACTIVE or INACTIVE status e within a set of purchasing facilities and asset numbers You can include a series of derived values Report Information This report contains the following information Page 159 Client Server Fixed Assets Application User Manual e schedule information e ACC DEPR information for current year and end of year ACC DEPR by year and totals e derived values optional For Walue Thru Fiscal Year Asset Status From Facility From Asset Number Thru Facility Thru Asset Number Show Also Derived Values Schedule Projection Report by Class Routine Use this routine to list scheduled projections for one value which meet the following criteria e ina part
268. to initialize one asset at a time from MM if you have not entered information for the asset Change Asset Number Select an asset and use this function to assign it a different asset number List Select an asset and use this function to generate a variety of reports Enter Asset Use this function to create a new asset Edit Asset Use this function to edit information for an asset Inquiry Use this function to view information for an asset Activate Assets Use this function to simultaneously activate multiple assets After you file the routine the system generates the Initial Assets Not Eligible for Activation report This report lists assets not eligible for activation and reasons Check Assets Use this function to determine whether initial assets are eligible for activation After you file the routine the system generates the Initial Assets Not Eligible for Activation report This report lists assets not eligible for activation and reasons Schedules Use this function to generate a table of schedules Click the column header to sort the table by the criteria you want Click schedules to view additional information in the fields below When you select schedules you can access footer buttons Use footer buttons to Remove Create Edit View and Post scedules Remove Use this function to remove schedules from the current asset table When you use this function you do not purge or delete schedules from the
269. ts across the enterprise Users can view booked patient appointments in different facilities using one routine Page 227 Client Server Fixed Assets Application User Manual Enterprise medical record EMR number A unique number assigned to a individual receiving services by the Enterprise Medical Record Module This number identifies an individual s medical records throughout the individual s lifetime Each EMR number has a unique one or two character prefix The system assigns an EMR number to an individual during registration Users can identify individuals by EMR number at most Patient prompts The number accompanies other demographic information such as account number and admitting provider on many screens throughout EMR expression Tells the system how to connect the department with the number entered at the Eoc prompt in the FA Class Dictionary to create a valid GL expense account number facility An independent registration area and medical record department typically with a single Master Patient Index within an MIS During admission registration a patient is assigned to a facility and given an account number that includes a facility identifier A facility may be a part of the organization s physical location or an off site location In the MIS module system administrators can restrict user access to facilities favorite order sets One or more commonly placed orders that a specific provider can order in the Provide
270. ts with No Activity From Status Date From Acquired Date Thru Status Date Thru Acquired Date From Date Retired Thru Date Retired Include Comments For Values Include CDS Data Include Amounts From Retired Type From Retired Type Date Thru Retired Type Thru Retired Type Date Asset List by Department Routine Use this routine to list general information for ACTIVE INITIAL RETIRED or all assets in asset number sequence within a department No financial information appears Page 100 Client Server Fixed Assets Application User Manual You can list this report for ranges of e purchasing facilities e departments e asset numbers e status dates e acquired date e retired dates When listing only RETIRED assets you can include ranges of e retired types e retired type dates Report Information This report contains the following information e purchasing facility e asset number and description e status and status date e class department e acquired date e retired date e comments are an option e amounts for any values you select Page 101 Client Server Fixed Assets Application User Manual From Facility BEGINNING Thru Facility From Department From Asset Number Thru Department Thru Asset Number Status Restrict to Assets with No Activity From Status Date From Acquired Date Thru Status Date Thru Acquired Date From Date Retired Include Comments Thru Date Retired In
271. ual e open balance by period e close balance by period e transaction amounts e schedule information For Value From Facility Thru Facility From Department From Asset Number Thru Department Thru Asset Number From Period From Acquired Date Thru Period Thru Acquired Date Active or Retired or Both Schedule History Year End Only Overview of Activity Reports Schedule History year end only Use these reports to document a range of asset schedules and any changes made to these schedules The schedule history reports list all schedule information current and past for selected assets You can print the activity report schedule history using one of the following formats e Number e Class e Department Schedule History by Number Routine Use this routine to review asset activity for one asset value for specified GL periods sorted by asset number This report lists assets with a status of ACTIVE or RETIRED or both or both within ranges of Page 138 Client Server Fixed Assets Application User Manual e purchasing facilities asset values asset numbers e fiscal years e acquired dates Report Information This report contains the following information e open balance by period e Close balance by period e transaction amounts e schedule information For Value From Facility From Asset Number Thru Facility Thru Asset Number From Fiscal Year From Acquired Date Thru
272. umulated depreciation Percentage associated with the asset s depreciation method X asset s value accumulated depreciation bed status Describes the condition of a bed at your health care organization as defined in the MIS Bed Dictionary For example CLEAN or BED UNAVAILABLE Page 212 Client Server Fixed Assets Application User Manual Users can assign patients to any bed regardless of its status Even if a bed has an inappropriate bed status such as DIRTY it is technically available for patient assignment as long as the bed is unoccupied bed type An indicator that classifies the level of care assigned to a patient during a stay in a health care facility benefit plan A combination of benefits contracted under an insurance plan bill on status The order status for example ORDERING or RESULTING in clinical modules at which a procedure is eligible to be sent as a charge to the Billing Accounts Receivable B AR Module In the LAB modules you specify order status at the LMB Bill Status LAB MIC and BBK and PTH Bill Status PTH parameters You can override these values at the Bill on Status prompts in the Test and Procedure dictionaries In ITS you specify order status at the Bill on Status prompt in the Procedure Dictionary Billing Printing page You can override this value by site in the same dictionary In Order Entry you specify order status at the Bill on Status prompt in the Category Dictionary
273. unction to generate a table of schedules Click the column header to sort the table by the criteria you want Click schedules to view additional information in the fields below When you select schedules you can access footer buttons Use footer buttons to Remove Create Edit View and Post scedules Page 22 Client Server Fixed Assets Application User Manual Remove Use this function to remove schedules from the current asset table When you use this function you do not purge or delete schedules from the system Use the Select function to add schedules back to the table Create Use this function to create a new schedule Edit Use this function to edit values for a schedule View Use this function to view a schedule Post Use this function to post schedules Print Use this function to print schedules Sch Reports Use this function to generate a variety of schedule related reports Reports Use this function to generate a variety asset related reports Custom Reports Use this function to generate custom reports You can attach a custom reports menu via the FA Preferences Dictionary Select Use this function to view and process user defined information You can use this function for assets schedules compiled reports and purges System Status Use this function to view system status and to access the Check Background Close Period and Refresh functions Check Background Close Period Us
274. us date e class e department e acquired date e retired date e comments optional e amounts for values you select Page 98 Client Server Fixed Assets Application User Manual From Facility BEGINNING From Asset Number Thru Facility Thru Asset Number Status Restrict to Assets with No Activity From Status Date From Acquired Date Thru Status Date Thru Acquired Date From Date Retired Include Comments Thru Date Retired Include CDS Data Include Amounts For Values From Retired Type From Retired Type Date Thru Retired Type Thru Retired Type Date Asset List by Class Routine Use this routine to list general information for ACTIVE INITIAL RETIRED assets or all assets by class in asset number sequence No financial information appears You can list this report by ranges of e purchasing facilities e asset classes e asset numbers e status dates e acquired dates e retired dates When listing only RETIRED assets you can include ranges of e retired types e retired type dates Page 99 Client Server Fixed Assets Application User Manual Report Information In addition to the range information for each asset the report includes e status and status date e asset class e department e comments e amounts for values you select Sample of Report From Facility BEGINNING Thru Facility From Asset Class From Asset Number Thru Asset Class Thru Asset Number Status Restrict to Asse
275. us of the asset When you enter a new asset enter all value amounts at the At Start Of Fiscal prompt If an asset remains in an INITIAL status between fiscal periods you must enter the accumulated depreciation for each new fiscal period at the Added Y T D prompt until you activate the asset Page 41 Client Server Fixed Assets Application User Manual You normally adjust ACTIVE asset values for example depreciation via the Create Scheduled Transactions Routine However you can enter a dollar amount of the adjustment at the Amount To Add prompt to create a direct transaction that depreciates amounts when you create scheduled transactions at the end of the period Adjusting Dollar Amounts for INITIAL Assets Amounts Screen You use the Amounts screen in the Enter Edit Asset Routine to adjust dollar amounts for asset values You enter converted and new assets in different ways Converting Assets To convert assets from another vendor s system enter previously accumulated depreciation as of the last period of the last fiscal year at the At Start Of Fiscal prompt at the Added Y T D prompt This ensures that the system includes this depreciation and the present value of the asset Enter new assets in the current fiscal year Newly Purchased Assets To enter new assets into FA enter all value amounts at the At Start Of Fiscal prompt E Note Ifan asset remains in an INITIAL status between fiscal periods you must enter the accu
276. ut its life use this routine to define the initial dollar amount associated with each value The system uses the initial value of the asset to calculate new derived values For example assume you have the three values of cost salvage and cost salvage in your system After you enter the first dollar amounts for cost and salvage the system can calculate the dollar amount for the cost salvage value You must define dollar amounts for any asset values that you assign to the asset as required in the FA Value Dictionary Page 40 Client Server Fixed Assets Application User Manual Bnote A default value of 0 00 appears for the asset value you define as the GL Value Your health care organization can add non standard values via the FA Value Dictionary For example if your organization has a specific value it tracks for assets you can define this value in the FA Value Dictionary A BLOG Process Asset et 00023 2pa ant 01 7010 INITIAL General amounts Gi Distribution If cos At Start of Fiscal Year Value 2006 07 01 05 Added Year To Date Current 1 cost 75000 00 75000 00 2 ACC DEPR 0 00 0 00 3 BOOK 75000 00 75000 00 4 SALVAGE COST SALVAGE 75000 00 75000 00 Adjusting Dollar Amounts for Values Amounts Screen The status of the asset determines how the Fixed Asset Module FA adjusts dollars for the values of an asset The prompts on the Amounts screen in the Enter Edit Asset Routine change depending upon the stat
277. w of Alert Notification Options Dictionary in MIS nursing assessment The initial step in the nursing process that involves obtaining a complete history and a physical examination of an individual receiving services For example the history includes family illnesses and risk factors The physical examination involves visual and tactile inspection of the individual After these steps have been performed a nursing diagnosis is written A nursing diagnosis for example individual has diabetes and needs to learn how to manage this disease is different from a medical diagnosis for example acute lobar pneumonia The nursing diagnosis is a statement of the individual s mental and physical condition that involves action by the nursing staff Page 244 Client Server Fixed Assets Application User Manual The nursing care of an individual depends on the nursing assessment nursing intervention The steps involved in the actual care of an individual for example teaching a diabetic to give himself an insulin injection An intervention is a result of making an assessment making nursing diagnoses and planning an individual s care Evaluation of the immediate and long term goals expected and actual outcomes of the intervention determine the accuracy of the nursing diagnoses effectiveness of the nursing plan in meeting the needs of the individual and usefulness of the interventions occurrence code A code that identifies the accid
278. ws you to balance GL batches when depreciation is allocated across several corporations A Caution MEDITECH strongly recommends defining an expression at this parameter so that you do not need to correct bad account numbers in the GL batch For example suppose you have the following transaction Account Description Debits Credits 01 8500 4070 Corp 01 300 00 Depreciation Expense Equipment 02 8500 4070 Corp 02 300 00 Depreciation Expense Equipment 01 1500 1000 Corp 01 600 00 Accumulated Depreciation Equipment In this situation the corporations are out of balance because Corporation 01 assumes some depreciation that should be allocated to Corporation 02 To balance these transactions by corporation the system uses the ICT expression you enter at this parameter to create the account number for the following due to due from transaction Account Description Debits Credits 01 2800 0000 ICT 300 00 Account 02 2800 0000 ICT 300 00 Account This extra FA transaction balances the GL batch by corporation and lets the system subsequently post the batch in GL Page 190 Client Server Fixed Assets Application User Manual Depreciation Methods Parameters The following standard values are used in the FA parameters for the five standard depreciation methods e Default Basis e Default Limit e Default Proration US FED HALF YR MONTH IN FY E Note If you leave the Default Proration blank the full
279. y scheduled or direct transactions that the system applies link number Identifies one or more lines within multiple invoices that contain information necessary to create a new asset The link number is created via the MM AP Interface in the Materials Management Module Live system date The system MEDITECH sets up when the customer is ready to actively use the software Live date refers to the date on which the facility stops using its existing system and begins using the MEDITECH system on a daily basis location A specific floor unit or area within a health care organization that provides patient care and other services In a multi entity environment each location must be associated with one facility An entry for all physical locations in an HCIS must be made in the MIS Locations Dictionary A location may be classified as one of the following types e Inpatient where rooms and beds exist Outpatient non inpatient areas where patients receive treatments e Other departments areas in your organization that do not provide patient care services For example Business Office Nursing Administration or Dietary Department lock A safeguard the system uses to prevent several users from accessing the same data or procedure at the same time LTC long term care An admitted account in a long term care facility These accounts are distinguished from typical acute care accounts that are expected to be discharged in a few da
280. y GL Batch When you post scheduled transactions for the GL Value the system prepares a batch for transfer to the General Ledger GL Module This batch can have either e all debits and credits for any account summarized into one line total for all assets a SUMMARY batch e a separate GL transaction for each asset to each account a DETAIL batch You define the type of batch to use for sending scheduled transaction information to GL via the GL Batch For Scheduled Transactions SUMMARY DETAIL parameter General Ledger Accounts Affected by Posting The system updates the following GL accounts when you post scheduled transactions Page 89 Client Server Fixed Assets Application User Manual e a credit transaction to the GL account entered at the GL Ace Depr prompt of the Enter Edit Asset General Information Process Asset Routine a debit transaction to the GL accounts entered in the Enter Edit Asset GL Distribution Process Asset screen Creating GL Batches Upon posting the FA Module creates a single batch of scheduled transactions and makes the batch available to be read by General Ledger GL at the close of the period This batch contains one of the following e a separate transaction for each asset to each account Detail e one transaction containing a summary of all debits and credits for all assets for an account Summary The type of batch depends on how MEDITECH and your organization defined the GL Batch For
281. y reports e the next period is set up E Note You can check on the progress of the background job using the Check Background Period Closing Routine Check Background Period Closing Routine Use this routine to e check on the progress of the FA background job closing the period e see the current fiscal period Page 148 Client Server Fixed Assets Application User Manual The following conditions can occur when you run the Check Background Period Closing Routine while the Close Period Routine is running Condition of the Close Period Message Routine Next fiscal period now open Completed and the next fiscal period is open Background job for current fiscal Not yet completed period still running Background job for current fiscal Experienced a system failure and period aborted is unable to finish Period End Summary Report Routine Use this routine to list a base value a depreciation value and the activity for a specified GL period This report lists assets with a status of ACTIVE RETIRED or both within ranges of e purchasing facilities e classes e departments Report Information The report information includes e class or department totals for period and YTD e class or department total comparisons In addition to the final report for a period you can print a preliminary report for the current period The preliminary report includes amounts for e a schedule that has been created but not posted
282. ys The EMR Module displays LTC accounts separately from acute care accounts Page 238 Client Server Fixed Assets Application User Manual MAGIC MEDITECH s proprietary programming language The operating system executes MAGIC program statements after they are interpreted MAGIC code MEDITECH s programming language and operating system Programs written in the MAGIC programming language are interpreted and executed by the MAGIC operating system managed PC A personal computer PC associated with a location manufacturer A company that makes the goods a vendor sells to your health care facility manufacturer serial number A number assigned to an item by the manufacturer to identify that item The manufacturer serial number can be made up of numeric characters alphabetic characters or both Master Patient Index MPI A file that permanently stores the following patient information e name e unit number e date of birth e age e SEX e maiden other names e mother s name e visit history e record status The system uses this information during the MPI Search to help you identify patients who possess a record in the MPI Page 239 Client Server Fixed Assets Application User Manual medical necessity A set of criteria used by insurance carriers to approve or deny payment for procedures ordered on a patient To determine the medical necessity status of a procedure the system evaluates an ICD9 dia

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