You are here: Chargemaster Toolkit Help > Supervisor's Tasks > Merging Files > Merge Templates
Merge Templates
Merge Templates allow you to define what you want to merge and how you
want Chargemaster
Toolkit to perform the merge. You may, for example, only want to
merge column names and have Chargemaster
Toolkit ignore charge items. Alternately, you may want to merge
only charge items and have Chargemaster
Toolkit ignore column names. You may want to ‘switch off’ the reporting
of implementation errors or to switch off the reporting of a particular
type of implementation error.
Implementation errors occur
when charge items have not been amended in the incoming CDM file in the
exact same manner they were amended in Chargemaster
Toolkit. There may be circumstances in which you do not want the
software to report implementation errors but we do not recommend that
you ‘switch off’ the reporting of implementation errors.
- Open Chargemaster
Toolkit and from the main menu select File
> Review.
- Select the first file you
want to merge then click on the Review button.
- Enter your user name and
password for the file then check out all departments.
- From the main menu select
File > Merge. The Merge Config Wizard
screen displays.
- Select the Hospital
File Merge radiobutton. The Wizard moves to the Select File stage.
- 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.
- 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.
- Make sure the Use Default
Settings check box is unchecked, select the Create
new merge template radiobutton, then click on the Next
button. The Wizard moves to the Merge Settings stage.
To create and save a new merge template you must perform
a merge.
- Follow the sub-steps below.
- If you want
to merge charge items select the Merge charge items
check box.
- If you want
to merge column names and template information Select the Merge
column names/template information check box.
- Click on
the Next button.
If you selected the Merge charge items check box the implementation
Errors screen displays.
- Place a check in each of
the boxes for which you want implementation errors to be reported, then
click on the Next button. The Wizard moves
to the Save Template stage. (Click here for a detailed discussion of implementation errors.)
- Check the Save
this merge template box, enter a name for the template in the field,
then click on the Next button. The Wizard
moves to the Finish stage.
- Click on the Finish
button. When the merge is complete the Merge Report screen displays. Click here for more on Merge reports.
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