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DDF Utility – Copy Preview

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Path: Administration>Utilities>DDF Copy Utility

Prerequisite: To use the DDF Copy Utility, the appropriate privilege should be granted for you on the Business Unit level in Administration>Configuration>Operators>Privileges in the Administration category.

The upper grid of the dialog contains fields for the selected items in the source Business Unit. In the lower grid, each tab corresponds to the target Business Unit and fields for the selected Business Unit are shown. The source and target Business Units contain the same fields for the selected DDF item.

You can sort, group, and filter columns in the grid to easily find the necessary information.

I want to: You should:
Group

You can group data by different columns by dragging the column header to the space above the grid. You can drag several columns for the grouping purpose, and the data in the grid will be grouped in the hierarchical order. To ungroup data, select the column from the area above the columns and move it back with the other columns.
Sort

Click the needed column header to sort by that column data. You can sort the column data in the ascending or descending order.
Filter

Click  the down arrow next to the column header and select the criteria you want to filter by. You may select the custom criteria and specify how to display data by setting needed logical parameters.

 

Below is the description of master, detail, and editable fields for supplies, adjustment types, and staff service codes.

Supplies
Field Master Detail Editable

Supply Code
X
 
 

Description
X
 
X

Requires Lot#
X
 
X

Bill Rate
X
 
X

Reorder Level
X
 
X

HCPCS Code
X
 
X

Quantity on Hand
X
 
X

Active
X
 
X

Evaluation/Re-evaluation Service
X
 
X

Effective Date
 
X
 

Unit Cost
 
X
X

For more information on each field, refer to the Supplies window.

Adjustment Types
Field Master Detail Editable

Code
X
 
 

Description
X
 
X

Column Heading
X
 
X

Interest
X
 
X

CSP Deduction
X
 
X

Suppress Payment Amount
X
 
X

Payer Denial
X
 
X

Active
X
 
X

GL Acct Revenue
 
X
X

Insurance Code
 
X
X

For more information on each field, refer to the Adjustment Types window.

Staff Service Codes
Field Master Detail Editable

Code
X
 
 

Description
X
 
X

Type
X
 
X

Earnings Category
X
 
X

Alternate Week Schedule
X
 
X

Master Charge Code
X
 
X

Exclusion Indicator
X
 
X

Hospice Direct Patient Care Service
X
 
X

GL Code
X
 
X
Active
X
 
X
Rates tab:
 
 
 

Resource Type
 
X
X

Bill Rate
 
X
X

Cost Rate
 
X
X

Pay Rate
 
X
X
Required to Verify tab:

 

 

 
Resource Type
 
X
X

Time & Mileage:
 
 
 

Indirect
 
X
 

Travel
 
X
 

Direct
 
X
 

Mileage
 
X
 

Documentation:
 
 
 

Assessment
 
X
X

Care Plan Chart
 
X
X

Clinical Note
 
X
X
Required to Synchronize tab:
 
 
 
Resource Type
 
X
X
Time & Mileage:
 
 
 

Indirect
 
X
 

Travel
 
X
 

Direct
 
X
 
Mileage
 
X
 
Documentation:
 
 
 

Assessment
 
X
X

Care Plan Chart
 
X
X

Clinical Note
 
X
X

Signature Capture
 
X
X

For more information on each field, refer to the Service Codes/Staff window.

Note: For copying data, the following must be completed in order:

  1. DDF Utility – Setup Connections to Database Servers
  2. DDF Utility – Define Source and Target Data
  3. DDF Utility – Select Scenario
  4. DDF Utility – Copy Preview
  5. DDF Utility – Job Report
  6. DDF Utility – History Job Reports