You are here: Chargemaster Toolkit Help > Modules > Corporate Module > Standardize
Standardize
The Standardization process analyzes each of your clean facility files
and identifies charge items similar to those in the designated Corporate
Standard. The Standardization Wizard walks you through this process in
stages. You examine the charges identified and decide whether they should
be mapped to the Corporate Standard.
You must ensure that all files to be included in the Standardization
process are checked-in before preparing to run the Standardization Wizard.
(Ensure that no other user has any files checked out.)
You should check out only the departments that you want to
Standardize (in both the Corporate Standard file and any corresponding
facility files).
You do not have to perform the whole Standardization process
‘in one go.’ Indeed, you do not even need to perform the ‘whole’ Standardization
process. At the end of each of the five steps of the process you are offered
the option to ‘Finish.’ If you decide to ‘Finish’ you are then offered
the chance to save the changes (save the Standardization up to that point)
and the files are then automatically checked-in. (Whether you save the
changes or not, the files are always automatically checked-in after clicking
on the Finish button, regardless of the ‘stage’ of the Standardization
process.)
- From the main menu select
File > Review. []
- Select your Corporate Standard
file then click on the Review button. The User Login screen displays.
[]
In this example the Corporate Standard file is called ‘Corporate
Standard.’ You may name the file anything you wish in the ‘file preparation’
stage — as long as you inform Craneware.
- Enter your user name and
password in the fields then click on the OK
button. The Department Selection/Checkout screen displays. []
- Select the departments you
want to standardize then click on the Finish
button. The Standardization Options screen displays. []
You should check out only the departments that you want to
standardize (in both the Corporate Standard file and any corresponding
facility files).
- Select the facilities you
want to include in the Standardization process then click on the OK button.
The Select Departments for Standardization screen displays. []
You may further refine how you want the process to treat
your selections using the four check boxes at the bottom-left of the screen.
- Show mapped charge items
Displays all charge items that have already
been mapped. (If you leave this check box empty only unmapped charges
will display.)
- Auto match on exact description
onlyThe Standardization Wizard uses an ‘intelligent’
algorithm that searches for ‘most likely’ (or ‘close’) matches as well
as exact matches (on the ‘description’ field). If you check this box the
Wizard will only match on exact description matches.
- Include Modifier when matching
CPT codeWhen matching on CPT code the Wizard will
normally disregard any modifiers. Checking this box forces the Wizard
to match on CPT code ‘plus’ any modifier associated with a particular
charge item.
- Match deactivated charge itemsMatches both active and deactivated charge
items.
A facility may be standardized with the Corporate Standard
either individually or simultaneously with other facilities; the result
is the same. New facilities may be added at a later date, if necessary.
- For each facility selected
(using the tabs), choose the departments you wish to include in the mapping
process then click on the OK button. The
Loading Facility Files screen displays followed by a screen informing
you of the progress of the Standardization Wizard; this screen then provides
some statistics. (The first step of the Wizard checks for charge items
that have been mapped previously.) []
- When you have examined the
(previously mapped charge items) statistics to your satisfaction click
on the Close button. The Corporate Standardization
Wizard displays all charge items previously mapped to the Corporate Standard.
[]
In the example shown here there are a number of charge items that have
been previously mapped to the Corporate Standard. (Charge items that have
been previously mapped are colored blue.)
If this is the first time you have run the Standardization Wizard the
grid will be empty (as no charge items could have been previously mapped).
- Right-click on a charge item
to display the pop-up menu shown below. The menu has tools that you can
use to help you make decisions as to whether the mapped charge should
be mapped to the Corporate Standard or not. []
- InfoSame functionality as ‘Info’ in the main
Chargemaster Toolkit.
- Add MemoSame functionality as the Add Memo tool
in the main Chargemaster Toolkit.
- Search Code Book for...Same functionality as the search tool in
the main Chargemaster Toolkit.
- Undo Corporate MapUse this to undo mappings. When you Undo
a mapping the background color of the charge item changes to white.
- Select allSelects all charge items.
- When you are done click on
the Next button. The Corporate Standardization
Wizard moves to step 2 of 5. A screen detailing some mapping statistics
displays followed by the screen below. This screen displays the automatic
mappings made by the Corporate Standardization Wizard. You can review
the mappings using the tools described below. []
- Right-click on a charge item
to display the pop-up menu. The menu has items that you can use to help
you make decisions as to whether the mapped charge should be mapped to
the Corporate Standard or not.
- When you are done click on
the Next button. The Corporate Standardization
Wizard moves to step 3 of 5. A screen detailing some mapping statistics
displays. []
- This step looks for charges
that may require manual mapping. Click on the Close
button. The Corporate Standardization Wizard — Step 3 of 5 screen displays.
[]
This step allows you to manually map charge items. The top half of the
screen displays all charge items that require manual mapping and the bottom
half of the screen displays suggestions for possible mappings (charge
items similar to the charge item selected in the top half of the screen).
- Select a tab (that represents
a facility) then right-click on a charge item in the top half of the screen.
A pop-up menu displays. []
The first three items are the same as pop-ups in previous steps of the
Standardization Wizard: Info, Add
Memo, and Search Code Book for...
The next five items in the pop-up menu allow you to replace and map
charge items.
Replace
With…
Offers one or more alternatives from the Corporate Standard that you
can use to replace the charge item in the facility file. (This action
does not map the charge item.)
If there is more than one field different between the Corporate
Standard and the facility file you will be offered two separate Replace
options.
Map
To…
Maps the charge item to the selected charge in the Corporate Standard
file. (The facility charge item is mapped to the charge item in the Corporate
Standard but no changes are made to the charge item.)
Replace
with… And Map To…
The charge item in the facility file is replaced with the selected charge
item from the Corporate Standard then mapped to the selected charge item
in the Corporate Standard.
Add
to Corporate Standard
Adds the facility charge item to the Corporate Standard. The (new) charge
item in the Corporate Standard is then automatically mapped to the original
charge item in the facility file. (The next time you run the Standardization
Wizard it will try to identify and may suggest additional mappings from
other facility files.)
Local
Facility Charge Item
Assigns a charge item the designation of ‘Local Charge’ status. A Local
Facility Charge Item is one which does not have an equivalent corporate
charge item to map to. Usually it is a charge item which is particular
to just one facility.
- Click on the Next
button. The Wizard moves to step 4 of the Corporate Standardization Wizard.
A screen detailing some mapping statistics displays. []
- Click on the Close
button. The Corporate Standardization Wizard — Step 4 of 5 screen displays.
[]
Now the Standardization Wizard performs an Intent of Service check on
the remaining unmapped charge items. The wizard will identify possible
matching Corporate charge items and place them in the lower pane with
the ‘most likely’ matches toward the top of the list.
- Select a tab (that represents
a facility) then right-click on a charge item in the top half of the screen.
A pop-up menu displays. []
The first three items are the same as pop-ups in previous steps of the
Standardization Wizard: Info, Add
Memo, and Search Code Book...
The next five items in the pop-up menu allow you to replace and map
charge items.
Replace With…
Offers one or more alternatives from the Corporate Standard that you
can use to replace the charge item in the facility file. (This action
does not map the charge item.)
If there is more than one field different between the Corporate
Standard and the facility file you will be offered two separate Replace
options.
Map
To…
Maps the charge item to the selected charge in the Corporate Standard
file. (The facility charge item is mapped to the charge item in the Corporate
Standard but no changes are made to the charge item.)
Replace
with… And Map To…
The charge item in the facility file is replaced with the selected charge
item from the Corporate Standard then mapped to the selected charge item
in the Corporate Standard.
Add
to Corporate Standard
Adds the facility charge item to the Corporate Standard. The (new) charge
item in the Corporate Standard is then automatically mapped to the original
charge item in the facility file. (The next time you run the Standardization
Wizard it will try to identify and may suggest additional mappings from
other facility files.)
Local
Facility Charge Item
Assigns a charge item the designation of ‘Local Charge’ status. A Local
Facility Charge Item is one which does not have an equivalent corporate
charge to map to. Usually it is a charge item which is particular to just
one facility.
- When you are done click on
the Next button. The Wizard moves to step
5 of the Standardization Wizard. A screen showing the remaining (unmapped)
charge items displays. []
This final stage of the Standardization Wizard requires that you map
from tabs in the main window (Corporate Standard file) of the Chargemaster
Toolkit to the charge items displaying in the Corporate Standardization
Wizard window.
- Right-click on a charge item.
A pop-up menu displays. []
Map
To…
Maps the charge item to the selected charge in the Corporate Standard
file. (The facility charge item is mapped to the charge item in the Corporate
Standard but no changes are made to the charge item.)
Add
to Corporate Standard
Adds the facility charge item to the Corporate Standard. The (new) charge
item in the Corporate Standard is then automatically mapped to the original
charge item in the facility file. (The next time you run the Standardization
Wizard it will try to identify and may suggest additional mappings from
other facility files.)
Local
Facility Charge Item
Assigns a charge item the designation of ‘Local Charge’ status. A Local
Facility Charge Item is one which does not have an equivalent corporate
charge to map to. Usually it is a charge item which is particular to just
one facility.
- When you are done click on
the Finish button. []
- Click on the Yes
button (unless you want to discard the Standardization — in which case
select the No button). If you
want to keep the GLs checked out you must check the Retain
lock... box.
The Standardization is complete and the files are checked in (the files
are checked in automatically whether you keep the Standardization or not).
____________________________________________________________________________________________________________________________________