| Admin Setup | Branch Codes

Overview 

Previously, excluding data by location was done on the Qualification Filters Page. Starting 6/10/2023, this functionality has been improved and moved to the Branch Codes page for both Patient Encounter and Drug Utilization file types. In addition to an enhanced user experience, this new method of excluding by location allows you to backdate your exclusion without the need to contact Macro Helix Support for assistance. 

Patient Encounter File Types

To exclude by location for Patient Encounter files, select the Hospital Branch Codes tab under Branching Setup.  

Click Add New at the top of the Branch Codes table and enter the fields as follows.  

• File Import Type: Patient Encounter
• Column: Location
• Filter: The filter indicates what level of detail is required from the Value field. 
  • The filter can be Starts with, Ends with, or Equals. 
  • Example: The location field needs to Start with ABC123 for the data to move to the indicated HID. 
• Value: This is value 340B Architect looks for when data needs to be branched. 
  • Example: The location field needs to Start with ABC123 for the data to move to the indicated HID. 
• Branch to HID: -99 (Excluded) 
• Effective Date: Can be in the past, current date or future. 
• Termination Date: Current or future date (optional). 
• Notes: Optional 

Click the checkbox to enter your exclusion. 

Drug Utilization File Types

To exclude by location for Drug Utilization file types, select the Pharmacy Branch Codes tab under Branching Setup. 

Click Add New at the top of the Branch Codes table and enter the fields as follows. 

• File Import Type: Drug Utilization 
• Column: Location
• Filter: The filter indicates what level of detail is required from the Value field. 
  • The filter can be Starts with, Ends with, or Equals. 
  • Example: The location field needs to Start with ABC123 for the data to move to the indicated HID. 
• Value: This is value 340B Architect looks for when data needs to be branched. 
  • Example: The location field needs to Start with ABC123 for the data to move to the indicated HID. 
• Branch to HID: -99 (Excluded) 
• Effective Date: Can be in the past, current date or future. 
• Termination Date: Current or future date (optional). 
• Notes: Optional 

Click the checkbox to enter your exclusion. 

Excluded by Location History 

For a full list of branch code changes, including any data previously excluded by location, you can click Export in the Branch Codes table, which will download all data in the table as an excel file. 

 "How do I edit a previously added exclusion?  

You can edit a branch code to add a current or future-dated termination date. Once a termination date has been added, it can only be edited if the termination date has not passed.  If you want to edit something and the termination date has passed, please reach out to Macro Helix Support.

For more information on the Branch Codes Page, click here.