Merging HPT files

For your Chargemaster Toolkit to function at optimal efficiency it must work on your most recent data. Your facility may have arranged to submit your CDM file to Craneware at regular intervals (for example, every month, quarter or year). Once Craneware has converted your latest CDM file to an HPT file and returned it to you, you must merge it with your master HPT file.

Alternatively, you may merge your CDM file (directly) with an HPT file. There are three merge options available.

Hospital File Merge
1. Open the Chargemaster Toolkit and from the main menu select File > Review.
2. Select the first file you want to merge then click on the Review button.
3. Enter your user name and password for the file then check out all departments.
4. From the main menu select File > Merge. The Merge Config Wizard screen displays.
5. Select the Hospital File Merge radiobutton. The wizard moves to the Select File stage.
6. Enter a path and file name or browse to the file you want to merge, then click on the Next button. The Merge Hospital Charge Master File screen displays.
7. Highlight the file you want to merge, click on the Open button then, in the Merge Config Wizard screen, click on the Next button. The Wizard moves to the Merge Templates stage.
8. Select the Use Default Settings check box then click on the Next button. The wizard moves to the Finish stage.
To create a Merge Template
1. Click on the Finish button. When the merge is complete the Merge Report screen displays. [Picture]
The Merge Report screen displays differently according to the content of the report.
1. Click on the Merged Charge Items tab.
2. Click on the Additional Charge Items tab.
3. Click on the Merge Conflicts tab.
If you have any implementation errors you must deal with them.
1. When you are done click on the Close Button.
CDM Direct Merge
CDM DirectMerge is a module which provides the functionality to merge your raw CDM data directly into your working (HPT) file. This removes the need to send your file to Craneware for conversion.
1. Open Chargemaster Toolkit and from the main menu select File > Review.
2. Select the first file you want to merge then click on the Review button.
3. Enter your user name and password for the file then check out all departments.
See Override GLs if any GLs are already checked out and you need to regain full control over all department GLs.
1. From the main menu select File > Merge. The Select Merge Type screen displays.
2. Select the CDM Direct Merge button. The Wizard moves to the Select File stage.
3. Enter a path and file name or browse to the file you want to merge, then click on the Next button. The Merge CDM File screen displays.
4. Select the file you want to merge then click on the Open button.
Your file may be file type CSV, XLS or TXT but it must conform exactly to the original template agreed. Contact Craneware if you have any doubts as attempting to merge two files with incompatible formats can result in serious problems.

The Converted CDM File screen displays. CDM DirectMerge first converts your CDM file into a suitable format and displays details of your data in a conversion report.
1. Click on the Conversion Details tab to view possible problems. (At this stage the file has been converted but has not yet been merged.)
Blue Warning messages highlight potential problems with the incoming data. You can click on the blue highlight to drill down to see details. Blue Warning messages are for informational purposes and should not interfere with the merge process. However, a large number of Warning messages here may indicate that your data needs to be checked before merging.
1. When you have checked any Warning messages click on the Next button to proceed with the merge. The Wizard moves to the Merge Templates stage.
2. Select the Use Default Settings check box then click on the Next button. The Wizard moves to the Finish screen.
3. Click on the Finish button. The files are merged and the Merge Report displays.
The Merge Report screen lists the Merged Charge Items, Additional Charge Items, Merge Conflicts, Implementation Errors and Changed Departments. If you have any implementation errors you must deal with them. (See Error handling for details.)
1. When you are done click on the Close Button. You can access the Implementation Error Tool here on the Merge Report screen (in the Implementation Errors tab) or from Tools in the main menu.
Partial Merge
You may merge a single column of data into the current working file. The incoming file must have two columns; one of which is the service code and the other is the column defined by you. The data must take the form:

[Service Code],[Column Value]
1. Open the Chargemaster Toolkit and from the main menu select File > Review. The Network File Manager displays.
2. Select the first file you want to merge then click on the Review button. The User Login screen displays.
3. Enter your user name and password for the file then check out all departments.
4. From the main menu select File > Merge. The Select Merge Type screen displays.
5. Select the Partial Merge radiobutton then click on the Next button. The Merge Config wizard moves to the Select File screen.
6. Enter a path and file name or browse to the file you want to merge, then click on the Next button. The wizard moves to the Select Column screen.
7. From the drop-down list select the column you want to merge the incoming data into then click on the Next button. The wizard moves to the Finish screen.
8. Click on the Finish button. The incoming data is merged into the current working file.

The type(s) of merge you choose to employ may be decided during the initial installation phase or later. For example, you may want to use a Hospital File Merge at the outset and then, as you become more fluent with Chargemaster Toolkit, and have proven that a consistent data file can be generated, you may want to perform the merges yourself.

There are a number of important benefits to be gained through merging:

Quality Assurance

During the merge, Chargemaster Toolkit identifies all charges where the changes suggested during the previous audit have not been correctly implemented in the live Hospital file (current working file).
Audit Trail

Merging retains the audit history of each individual charge item.
User Access

Merging retains the User Access permissions.

If you want to merge multiple files you must merge them one file at a time.

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