This entity represents the professional services categories (profit centers) configured for the practice. This is accomplished in three separate CSV files representing services, inventory and diagnostics, The attached files contains the required format for the ServiceCats.CSV, InvCats.CSV and DiagCats.CSV files with sample records.
The Type defines how the sample file handles the CSV data type to produce the double quote delimiters for each field. Make sure to change the custom field format if any if the fields noted as “integer” contain alphanumeric data.
Categories are only converted once, during the first data conversion pass. We do not reconvert these entities at the time of the final because customers are instructed to make setup changes directly in Pulse throughout the trial training period.
ServiceCats
Fields:
Field Name | Type | Required | Description |
Code | “string’ | Y | Unique code for the category example – “X-ray” |
Description | “string” | Y | Category description - example - “Radiology” |
InvCats
Fields:
Field Name | Type | Required | Description |
Code | “string’ | Y | Unique code for the category example – “Meds” |
Description | “string” | Y | Category description - example - “FDA Prescription Medications” |
DiagCats
Fields:
Field Name | Type | Required | Description |
Code | “string’ | Y | Unique code for the category example – “Dx03020” |
Description | “string” | Y | Category description - example - “Asthma” |