Difference between revisions of "Built-in Code Sets"

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=Overview=
 
=Overview=
The [[SmartSimple]] platform comes with built-in code sets to help streamline the user's ease of look-up, identification, and categorization of various items specific to their [[instance]]. The three main built-in code sets include '''MeSH, NAICS''' and '''ICD'''.
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The [[SmartSimple]] platform comes with built-in code sets to help streamline the user's ability to categorize various items specific to the purpose of their [[instance]], dependent on the vertical market they belong to or the usage or their platform. The three main built-in code sets include '''MeSH, NAICS''' and '''ICD'''.
 
 
Each code set corresponds to the categorization of a specific ''type'' of item that is beneficial to differing clients depending on which vertical market they belong to.
 
  
 
To enable these code sets as [[Custom Field]] options, you will need [[Global User Administrator]] access. 
 
To enable these code sets as [[Custom Field]] options, you will need [[Global User Administrator]] access. 
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'''MeSH''' includes the list of medical terms used by the National Library of Medicine (NLM) for its computerized system of storage and retrieval of published medical reports.
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'''MeSH''' includes the list of medical terms used by the [https://www.nlm.nih.gov/mesh/meshhome.html National Library of Medicine] (NLM) for its computerized system of storage and retrieval of published medical reports.
  
 
As a comprehensive controlled vocabulary, '''MeSH''' serves as a thesaurus that facilitates searching within the medical research market.
 
As a comprehensive controlled vocabulary, '''MeSH''' serves as a thesaurus that facilitates searching within the medical research market.
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* the classification of specific details within medical research 
 
* the classification of specific details within medical research 
  
''Ex: ''
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''Ex: Neuroimagery, animals, depression''
  
 
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The '''ICD''' code set, currently on its 10th revision, is a medical classification list by the World Health Organization (WHO).
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The '''ICD''' code set, currently on its 10th revision, is a [https://www.cdc.gov/nchs/icd/icd10cm.htm medical classification list] by the World Health Organization (WHO).
  
 
It contains codes for diseases, signs and symptoms, abnormal findings, complaints, social circumstances and external causes of injury and diseases.
 
It contains codes for diseases, signs and symptoms, abnormal findings, complaints, social circumstances and external causes of injury and diseases.
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'''NAICS''' is an industry classification system developed by the statistical agencies of Canada, Mexico, and the United States, created against the background of the North American Free Trade Agreement (NAFTA).
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[https://www.statcan.gc.ca/eng/subjects/standard/naics/2017/v3/index NAICS] was developed as the standard for use by US, Canadian and Mexican agencies in classifying business establishments for the collection, analysis, and publication of statistical data related to the business economy.
 
 
'''NAICS''' is designed to provide common definitions of the industrial structure of the three countries - it encompasses all economic activities, and is designed for the classification of data relating to industry establishments.
 
  
 
||Industry
 
||Industry
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The three built-in code sets will be available to choose.
 
The three built-in code sets will be available to choose.
  
7. Select which '''Custom Field Type '''you want, fill in the remainder of the fields, and click the '''Save''' button.
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7. Select which '''Custom Field Type '''you want, fill in the remainder of the fields, and click the '''Save''' button.
  
[for NAIC can do two/region?] - you are able to set two codes for each organisation --> a primary and a secondary code.
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For more information about filling out the fields for a new custom field, see our [[Custom Fields – General Information#Common Custom Field Functions|Custom Fields General Settings]] article.
  
For more information about filling out the fields for a new custom field, see our [[Custom Fields – General Information#Common Custom Field Functions|Custom Fields General Settings]] article. 4
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==NAIC Codes==
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The '''NAIC '''codes will show up as a '''[[Standard Organizational Field]] '''for a company. When you enable '''NAIC '''codes as a field, you have the option to choose the region of the code: 
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:: [[File:Naic reigon options.png|500px|border]]
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=Configuration - Advanced=
 
=Configuration - Advanced=
 
 
==Using the Custom Field Import Wizard== 
 
==Using the Custom Field Import Wizard== 
  
- code set custom field type ID 
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- code set custom field type ID

Revision as of 09:27, 29 August 2019


Construction warning.png Please note that this page is currently under construction. There is more information to come.


Overview

The SmartSimple platform comes with built-in code sets to help streamline the user's ability to categorize various items specific to the purpose of their instance, dependent on the vertical market they belong to or the usage or their platform. The three main built-in code sets include MeSH, NAICS and ICD.

To enable these code sets as Custom Field options, you will need Global User Administrator access. 

Description of Code Sets

Abbreviation Description Target Client  Use-Case

MeSH

(Medical Subject Headings)

MeSH includes the list of medical terms used by the National Library of Medicine (NLM) for its computerized system of storage and retrieval of published medical reports.

As a comprehensive controlled vocabulary, MeSH serves as a thesaurus that facilitates searching within the medical research market.

Medical Research
  • the classification of specific details within medical research 

Ex: Neuroimagery, animals, depression

ICD

(International Statistical Classification of Diseases and Health Related Problems)

The ICD code set, currently on its 10th revision, is a medical classification list by the World Health Organization (WHO).

It contains codes for diseases, signs and symptoms, abnormal findings, complaints, social circumstances and external causes of injury and diseases.

Independent Medical Examiners (insurance)
  • the classification of a type of injury

Ex: Chronic post-traumatic headache, drug-induced headache

NAICS

(North American Industry Classification System)

NAICS was developed as the standard for use by US, Canadian and Mexican agencies in classifying business establishments for the collection, analysis, and publication of statistical data related to the business economy.

Industry
  • the classification of the purpose of a company, enterprise, or business

Ex: Footwear store, dessert café, pay-per-view cable programming

Configuration - Essentials

All three of these code sets are accessed in your SmartSimple instance as Custom Fields. Each code set is labelled as its own standard Custom Field Type

Code Set Custom Field Type
MeSH Custom Field Type: Lookup - MeSH
ICD Custom Field Type: Lookup – ICD Code 
NAICS  Custom Field Type: Lookup – NAIC Codes

Enabling as Custom Field

These built-in code sets must first be enabled in order to utilize them as look up options in your system.

 You will need SysAdmin access to enable any of these code sets as Custom Fields. 

1. Click on the 9-square menu icon on the top right of your page.

2. Under the heading Configuration, select Global Settings.

082719 sysadmin globalsettings.png

3. Click on the Organizations tab.

4. Under General Settings, select Custom Fields.

082719 customfields.png

5. Click on the icon in the top right to create a new custom field.

New field button.png

The New Custom Field page will be displayed.

6. Click into the Field Type box and scroll down until the heading Special Input Types.

082719 special codesets types.png
 

The three built-in code sets will be available to choose.

7. Select which Custom Field Type you want, fill in the remainder of the fields, and click the Save button.

For more information about filling out the fields for a new custom field, see our Custom Fields General Settings article.

NAIC Codes

The NAIC codes will show up as a Standard Organizational Field for a company. When you enable NAIC codes as a field, you have the option to choose the region of the code: 

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Configuration - Advanced

==Using the Custom Field Import Wizard== 

- code set custom field type ID