This entity contains codes that are used for invoicing. No standardization exists among practices. Profit centers, or categories, are subsets of related codes. The attached contains the required format for Service.CSV with a sample record.
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.
Services 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.
Fields:
Field Name | Type | Required | Description |
Code | “string” | Y | Unique code identifier |
Description | “string” | Y | code description in the PMS |
Category | “string” | Y | PMS profit center code |
Price | “decimal” |
| selling price of a single unit before modifiers |
Cost | “decimal” |
| purchase price of a single unit before modifiers |
Fee | “decimal” |
| fee value associated with dispensing the item |
Price2 | “decimal” |
| selling price of a single unit at PriceBreak1 before modifiers |
Price3 | “decimal” |
| selling price of a single unit at PriceBreak2 before modifiers |
Price4 | “decimal” |
| selling price of a single unit at PriceBreak3 before modifiers |
Price5 | “decimal” |
| selling price of a single unit at PriceBreak4 before modifiers |
PriceBreak1 | “integer” |
| quantity dispensed or administered to for Price2 to be applied |
PriceBreak2 | “integer” |
| quantity dispensed or administered to for Price3 to be applied |
PriceBreak3 | “integer” |
| quantity dispensed or administered to for Price4 to be applied |
PriceBreak4 | “integer” |
| quantity dispensed or administered to for Price5 to be applied |
MarkupPct | “decimal” |
| (Amount, Percentage) |
Instruction | “string” |
| Internal |
Comments | “string” |
| Client notes |
flgChangesSex | “bool” |
| True = Spay or neuter |
flgEuthanasia | “bool” |
| True = Sets deceased status |
flgNoDiscount | “bool” |
| True = Code not subject to any discounting |
Branch | “integer” | Y* | Sites.Id |
*Branch is required for multi-site data set