19.1.32 NRx Enhancements

 

Updated the system to provide more specialization for delivery setup and robust capability for sending Delivery Sheets to DeliveryTrack.

 

Quick Tips for Setup/Use of new DeliveryTrack Features:

 

• If Automate Batching is turned on: Separate Tote feature is disabled. Orders display on the Assign Tote screen as soon as they are entered. The Rx Number field displays the status of the order similar to the way it does in the Batch scan.

• One route must be added for the Delivery button to display under Rx Processing Tasks.

• DeliveryTrack must be authorized to use the Resubmit and Reopen features.

• A Delivery Schedule must be attached to a Delivery Route for the route to display on the Facility Record as an option.

• To perform a delete function on any of the new screens for Routes, Stops, and Schedules, rename or replace them.

 

Store Control/Delivery Information

 

Added menu option, Delivery Information, under Store Control > Store Level Options. Click to access the Delivery Information screen to maintain Delivery Options and Defaults. The section was moved from Store Control > Rx Filling.

Delivery Schedules - New Screen

Added a Delivery Schedules screen to include: Description, Days to Deliver, Times to Deliver, Lead Time for New Orders, and Lead Time for Refills.

To access, select the Create/Edit hyperlink next to the Delivery Schedules field on the Delivery Information screen.

Add Schedule - New Screen

To add a schedule, select Add at the top of the Delivery Schedules screen to access the Add Schedule screen. Enter the Description, Occurs (Select Date hyperlink), Days, and Times to Deliver. Note: Description, Occurs, and Times to Deliver are required to save a schedule.

Delivery Routes - New Screen

Added a Delivery Routes screen to include: Description, Route Description, Schedule Description, Number of Stops (facility only), Occurs, Days to Deliver, Times to Deliver, and Add/Remove Schedules hyperlink.

To access, select the Create/Edit hyperlink next to the Delivery Routes field. Enter up to 999 routes.

To add a Description, click inside an empty Description field, or click Add. Once a Description is added, the Save button is enabled. Once a Route Description is entered and saved, the Schedule Description link is enabled. To attach a schedule, select the Click to Add hyperlink. The schedule displays in bold. Once the schedule is selected, the schedule displays in the bottom portion of the Delivery Routes screen.

 

Facility Record

 

Added the ability to set up and add Delivery Routes and Stops for facilities. Added fields, Delivery Routes and Delivery Stops in the Check Delivery Sheet section on the Facility Record > Workflow Options screen.

 

Workflow Options Screen

 

Delivery Routes - New Screen

Select the Add/Edit hyperlink to manage the Description, Route Description, Schedule Description, Occurs, Days to Deliver, and Times to Deliver.

Double click a Delivery Route and the route displays in bold. The Number of Stops screen is then enabled.

Number of Stops - Select the Click to Add hyperlink and the Delivery Stops screen displays. Double click the stop(s) needed. A stop displays in bold if double clicked.

Schedule Description - Editable field. Select the Click to Add hyperlink and the Delivery Schedule screen displays. Double click the schedule(s) needed. Schedules display in bold if double clicked. Delivery Schedules must be added under Store Level Options. Routes must have an assigned schedule in order to display under the Facility.

Delivery Stops - New Screen

Select the Add/Edit hyperlink to manage Facility (non editable) Route, Description, Wings, Address Line 1, Address Line 2, City, State, and Zip. To add a new stop, select Add from the top of the Delivery Stops screen.

Add up to 999 stops. Once a stop is entered, the Edit button is activated. To edit, highlight a Delivery Stop and click Edit. If delivery stops are accessed from the Delivery Route screen (Number of Stops link), the Generate Tote Barcode is the only option available.

Generate Tote Barcode - New Screen

Select the Generate Tote Barcode button from the Delivery Stops screen. Select stops to print tote barcodes.

 

Add Stop - New Screen

 

To add a stop, select Add from the top of the Delivery Stops screen to manage Name, Wing List, and Address information. A Name must be entered before Save is activated. Select the Create hyperlink to add a Wing. Choose a wing from the Facility Wing List, or type a new one and click Add. Once a wing has been added, the Create hyperlink changes to the number of wings that were added to the stop.

 

Delivery Information Screen - New Screen

 

Select the Delivery Information icon on the vertical icon bar to access and maintain: Enhanced Delivery Routes, Delivery Schedule, Delivery Route, Delivery Note, Transaction Delivery Manifest, Consolidated WF Delivery Sheets, Fill List Delivery Manifest, as well as Tote Options for Scheduled 3C-5C meds, Scheduled 2C meds only, and Refrigerated Meds. All options default to unchecked.

 

Select the Enhanced Delivery Routes option to create a enhanced Delivery Schedule when the Delivery Schedule hyperlink is selected. Leave unchecked for a regular Delivery Schedule.

 

Manifests

 

The manifests below are available from the Delivery Information screen. Select the Import button to access the Saved Reports screen. The items in the Manifest Sort Options window are sortable by any options in bold. The Delivery Manifest Options used are pulled from the option settings in Store Control > Store Level Options > Delivery Information. If a patient is not in a facility, the system uses the Delivery Manifest Options under Store Control > Store Level Options > Delivery Information.

 

Transaction Delivery Manifest

Consolidated WF Delivery Manifest

Fill List Delivery Manifest

 

Delivery Queue - Rx Processing Tasks

 

Added a button, Delivery, to Rx Processing Tasks. This option is available if Delivery Route is selected on the Facility Record. Select to access the following:

 

Assign Tote

 

The Assign Tote screen provides the following details: Delivery Route, Facility Name, Patient, Group, Drug, Rx Number, Batch, Due Date/Time. Sort by Due Date/Time, Patient, or Delivery Route.

 

Only items that have a Delivery Schedule and Route display. Items that do not can be accessed in the Packaged Prescriptions for Delivery queue via the Workflow button in Rx Processing Tasks > Delivery. One route must be set up in order to use the Assign Tote feature.

 

Notes: If DeliveryTrack and Delivery Web Service authorizations are on, the Delivery Queue is available. If DeliveryTrack and Delivery Web Services are not authorized, the Delivery Queue can still be used if at least one delivery route is set up in Store Control > Store Level Options > Delivery Information. Delivery Records are created even if Workflow is not turned on. If Workflow Delivery is not turned on in Store Control > Store Level Options > Workflow Queue Setup, then the Delivery Queue only displays items that have the Method field on the Prescription > Delivery Information screen set to Delivery or Stat. If Workflow Delivery is turned on in Store Control > Store Level Options > Workflow Queue Setup, then the Delivery Queue only displays items that have the Method field on the Prescription > Delivery Information screen set to Delivery or Stat, and the regular Delivery Queue displays all else.

 

Existing Tote Bag Barcode

 

If Tote Bag Barcode is selected on the Facility Record > Workflow Options, the prescription or tote can be scanned first. If the tote is scanned, the tote information displays under Tote Information on the Assign Tote screen. If Tote Bag Barcode is not checked, a Wing List must be set up for each stop. If an unassigned tote is scanned, the message, Facility Name, Route Name and Type (Controlled or Non-Controlled), displays. The tote is assigned once a prescription is scanned. If a prescription is not scanned to that tote, the tote is unassigned.

 

Scanning Barcodes

 

Scan the tote first and then either scan or enter the prescription label or batch barcode. Otherwise, an error, Invalid Tote - Please scan a valid tote barcode and try again, displays.

 

Once a tote is scanned, the coinciding information displays in the Tote Information section at the top. If a tote that is unassigned is scanned, the message, Tote unassigned - Ready to scan Rx Label, displays. The tote becomes assigned once a prescription is scanned. If a prescription is not scanned to that tote, the tote is unassigned. A prescription can then be scanned and if the patient is in the correct delivery route, a good beep sounds and the order is moved from the bottom section of the Assign Tote screen to the Open Delivery Sheets screen and the following displays under the Tote Information section: Tote - assigned - Facility Name. Delivery - Delivery Date/Time.

 

If a tote is scanned and a tote is already open for the coinciding route, a bad beep sounds and the message, Tote already open for this route -- Are you sure you want to create a new tote?, displays. Select Yes, and the Assign Tote screen displays with Tote Information: Read to scan Rx Label. Select No, and the Assign Tote screen displays with the tote information assigned to the facility.

 

If a barcode that is linked to a tote is already closed, the message, Tote linked to a previously closed tote. Please reopen the delivery sheet or generate a new tote barcode and try again, displays.

 

The tote barcode is the Delivery Route and when scanned from the Assign Tote screen, the batch or prescription that needs to go in that tote must match the barcode for the route.

 

Depending on what was initially scanned, the prescription cannot be scanned if it is a part of a different route. A message, Invalid barcode - Please scan prescriptions that belong to this route, displays.

 

Separate Tote Options

 

The following occurs if any of the Separate tote options are selected under Facility Record > Delivery Information > Tote Options.

 

When a tote is scanned, the Type is identified.

 

A message displays if using separate tote options are selected under Facility Record > Delivery Information > Tote Options if the wrong type is scanned for a particular tote. Example: This message displays if a controlled prescription is scanned for a non-controlled tote.

 

Added a window, Generate Delivery Tote Barcode, available from Rx Processing Tasks (Delivery button) > Utilities > Generate Tote Barcode. Double click to select a Facility Name. Tote barcodes can be printed from the screen that displays.

 

Open Delivery Sheets

 

The Open Delivery Sheets screen provides the following details for open items: Route, Facility Name, Due Date/Time, Totes, Group, Packages Scanned, and Packages awaiting Scan. It can be sorted by Due Date/Time or Delivery Route.

 

Select the Close Tote button to print the Delivery Sheet and send it to DeliveryTrack. It is then moved to the Closed Delivery Sheets screen (if DeliveryTrack is authorized).

 

Select the View Details button to access the Delivery Sheet Details screen to view the following for items scanned from the Assign Tote screen: Facility, Patient, Description, Delivery Stop, Tote Number, Package Qty, Route, and Rx Number.

 

Closed Delivery Sheets

 

The Closed Delivery Sheets screen provides the following details for closed items: Route, Facility Name, Due Date/Time, Totes, Group, and Packages Scanned. It can be sorted by Due Date/Time or Delivery Route.

 

Reopen

 

Select Reopen and the system queries DeliveryTrack (If authorized) to check the status. If the status is Out for Delivery or Scan to Route, the message, Out for Delivery - can't reopen delivery sheet, displays. If the status is neither of these, the system sends a delete message to DeliveryTrack. The Delivery Sheet is then returned to the Open Delivery Sheet Queue. An order can then be added and set to go out on the next run or removed if the facility cancelled it at the last minute.

 

If not authorized for DeliveryTrack, the Reopen and Reprint/Resubmit options are not enabled.

 

Reprint/Resubmit

 

Select the down arrow in the Reprint/Resubmit button and select Reprint to reprint the Delivery Sheet. Or, select the Reprint/Resubmit option and the Delivery Sheet prints. If authorized for DeliveryTrack, the system resends all items on the Delivery Sheet to DeliveryTrack.

 

Use the buttons at the top to reopen, reprint, or resubmit items.

 

Patient Record

 

Added a field, Delivery Method, to the Patient Record > Additional Information screen. If set to Delivery or Stat, the edit hyperlink is accessible. Click Edit and the Delivery Options window displays.

 

Delivery Options

 

Access the Delivery Options screen for the following: Delivery Note: Default = Unchecked. Anything entered on the Patient Record > Additional Info > Delivery Note field defaults here. Delivery Route: Default = blank. If the Facility has one route, any new patients default to that route. If a patient is in a facility and the chevron is selected, the Facility's routes display. If the patient is not in a facility and the chevron is selected, the routes from Store Level Options display. Shipping Method: Default = blank. Options include 1 - NDA, 2 - Ground, and 3 - 2DAY. Shipping Priority: Default = blank. Options include: 1 - Daily and 2 - Next Day.

 

Delivery Route

 

Added a Delivery Route field to the following: New Prescription screen (formats 1-3), Delivery Information tab of the Rx Summary > Filling Options screen, and Delivery Information tab of the Transaction (Label Only). To use, the Delivery Method must be set to Delivery. The Delivery Route field populates on the New Prescription screen based on the patient's Delivery Route. The Date Due populates based on the delivery schedule attached to the route. If a patient route is not selected, the facility route closest to the time the order is entered is used.

 

Updated the system to provide more specialization for delivery setup and robust capability for sending Delivery Sheets to DeliveryTrack.

 

Quick Tips for Setup/Use of DeliveryTrack:

 

• Automate Batching must be turned on in Store Options > System to use the new delivery features.

• If Automate Batching is turned on: Orders display on the Assign Tote screen as soon as they are entered. The Rx Number field displays the status of the order similar to the way it does in the Batch scan.

• One route must be added for the Delivery button to display under Rx Processing Tasks.

• DeliveryTrack must be authorized to use the Resubmit and Reopen features.

• A Delivery Schedule must be attached to a Delivery Route in order for the route to display on the facility as an option.

• To perform a delete function on any of the new screens for Routes, Stops, and Schedules, rename or replace them.

 

Store Control/Delivery Information

 

Added menu option, Delivery Information, under Store Control/Store Level Options. Select to access the Delivery Information screen to maintain Delivery Options and Defaults. The section was moved from Store Control > Rx Filling.

 

• Delivery Schedules - New Screen

 

Added a Delivery Schedules screen to include: Description, Days to Deliver, Times to Deliver, Lead Time for New Orders, and Lead Time for Refills.

 

To access, select the Create/Edit hyperlink next to the Delivery Schedules field on the Delivery Information screen.

• Add Schedule - New Screen
  
  To add a schedule, select Add at the top of the Delivery Schedules screen to access the Add Schedule screen. Enter the Description, Occurs (Select Date hyperlink), Days, and Times to Deliver. Note: Description, Occurs, and Times to Deliver are required to save a schedule.

  

  

 

• Delivery Routes - New Screen

 

Added a Delivery Routes screen to include: Description, Route Description, Schedule Description, Number of Stops (facility only), Occurs, Days to Deliver, Times to Deliver, and Add/Remove Schedules hyperlink.

 

To access, select the Create/Edit hyperlink next to the Delivery Routes field. Enter up to 999 routes.

 

To add a Description, click inside an empty Description field, or click Add. Once a Description is added, the Save button is enabled. Once a Route Description is entered and saved, the Schedule Description link is enabled. To attach a schedule, select the Click to Add hyperlink. The schedule displays in bold. Once the schedule is selected, the schedule displays in the bottom portion of the Delivery Routes screen.

 

Facility Record (Nursing Home Module Required)

 

Added the ability to set up and add Delivery Routes and Stops for facilities. Added fields, Delivery Routes and Delivery Stops in the Check Delivery Sheet section on the Facility Record > Additional Information screen.

 

Additional Information Screen

 

Delivery Routes - New Screen

Select the Add/Edit hyperlink to manage the Description, Route Description, Schedule Description, Occurs, Days to Deliver, and Times to Deliver.

 

Double click a Delivery Route and the route displays in bold. The Number of Stops screen is then enabled.

 

Number of Stops - Select the Click to Add hyperlink and the Delivery Stops screen displays. Double click the stop(s) needed. A stop displays in bold if double clicked.

 

Schedule Description - Editable field. Select the Click to Add hyperlink and the Delivery Schedule screen displays. Double click the schedule(s) needed. Schedules display in bold if double clicked. Delivery Schedules must be added under Store Level Options. Routes must have an assigned schedule in order to display under the Facility.

 

Delivery Stops - New Screen

 

Select the Add/Edit hyperlink to manage Facility (non editable) Route, Description, Wings, Address Line 1, Address Line 2, City, State, and Zip. To add a new stop, select New from the top of the Delivery Stops screen.

 

Add up to 999 stops. Once a stop is entered, the Edit button is activated. To edit, highlight a Delivery Stop and click Edit. If delivery stops are accessed from the Delivery Route screen (Number of Stops link), the Generate tote barcode is the only option available.

 

Add Stop - New Screen

 

To add a stop, select New from the top of the Delivery Stops screen to manage Name, Wing List, and Address information. A Name must be entered before Save is activated. Select the Create hyperlink to add a Wing. Choose a wing from the Facility Wing List, or type a new one and select Add. Once a wing has been added, the Create hyperlink changes to the number of wings that were added to the stop.

 

Delivery - Rx Processing Tasks

 

Added a button, Delivery, to Rx Processing Tasks. This option is available if Delivery Route is selected in Store Level Options. Select to access the following:

 

Assign Tote

 

Assign Tote screen for the following: Delivery Route, Facility Name, Patient, Group, Drug, Rx Number, Batch, Due Date/Time. Sort by Due Date/Time, Patient, or Delivery Route.

 

Only items that have a Delivery Schedule and Route display. Items that do not can be accessed in the Packaged Prescriptions for Delivery queue via the Workflow button in Rx Processing Tasks > Delivery. One route must be set up in order to use the Assign Tote feature. Automate Batching must be selected in Store Control > Store Level Options > Store Options > System.

 

Note: If DeliveryTrack is authorized and Delivery Web Service authorization is on, the Delivery Queue is available. If DeliveryTrack and Delivery Web Service are not authorized, the Delivery Queue can still be used if at least one delivery route is set up in Store Control > Store Level Options > Delivery Information. Delivery Records are created even if Workflow is not turned on. If Workflow Delivery is not turned on in Store Control > Store Level Options > Workflow Queue Setup, then the Delivery Queue only displays items that have the Method field on the Prescription > Delivery Information screen set to Delivery or Stat. If Workflow Delivery is turned on in Store Control > Store Level Options > Workflow Queue Setup, then the Delivery Queue only displays items that have the Method field on the Prescription > Delivery Information screen set to Delivery or Stat, and the regular Delivery Queue displays all else. For Automate Batching, when a batch is closed and an order is processed out of QA, it goes to the Assign Tote screen.

 

Scanning Barcodes

 

Scan the tote first and then either scan or enter the prescription label or batch barcode. Otherwise, an error, Invalid Tote - Please scan a valid tote barcode and try again, displays.

 

Once a tote is scanned, the coinciding information displays in the Tote Information section at the top. If a tote that is unassigned is scanned, the message, Tote unassigned - Ready to scan Rx Label, displays. The tote becomes assigned once a prescription is scanned. If a prescription is not scanned to that tote, the tote is unassigned. A prescription can then be scanned and if the patient is in the correct delivery route, a good beep sounds and the order is moved from the bottom section of the Assign Tote screen to the Open Delivery Sheets screen and the following displays under the Tote Information section: Tote - assigned - Facility Name. Delivery - Delivery Date/Time.

 

If a tote is scanned and a tote is already open for the coinciding route, a bad beep sounds and the message, Tote already open for this route -- Are you sure you want to create a new tote?. Select Yes, and the Assign Tote screen displays with Tote Information: Read to scan Rx Label. Select No, and the Assign Tote screen displays with the tote information assigned to the facility.

 

If a barcode is linked to a tote that is already closed, the message, Tote linked to a previously closed tote. Please reopen the delivery sheet or generate a new tote barcode and try again, displays.

 

The tote barcode is the Delivery Route and when scanned from the Assign Tote screen, the batch or prescription that needs to go in that tote must match the barcode for the route.

 

Depending on what was initially scanned, the prescription cannot be scanned if it is a part of a different route. A message, Invalid barcode - Please scan prescriptions that belong to this route, displays.

 

Added a window, Generate Delivery Tote Barcode, available from Rx Processing Tasks (Delivery button) > Utilities > Generate Tote Barcode. Double click to select a Facility Name. Tote barcodes can be printed from the screen that displays.

 

Open Delivery Sheets

 

The Open Delivery Sheets screen provides the following details for open items: Route, Facility Name, Due Date/Time, Totes, Group, Packages Scanned, and Packages awaiting Scan. It can be sorted by Due Date/Time or Delivery Route.

 

Use the Close Tote button to print the Delivery Sheet and send it to DeliveryTrack. It is then moved to the Closed Delivery Sheets screen (if DeliveryTrack is authorized).

 

Use the View Details button to access the Delivery Sheet Details screen to view the following for items scanned from the Assign Tote screen: Facility, Patient, Description, Delivery Stop, Tote Number, Package Qty, Route, Rx, and Number.

 

Closed Delivery Sheets

 

The Closed Delivery Sheets screen provides the following details for closed items: Route, Facility Name, Due Date/Time, Totes, Group, and Packages Scanned. It can be sorted by Due Date/Time or Delivery Route.

 

Reopen

 

Select Reopen and the system queries DeliveryTrack (If authorized) to check the status. If the status is Out for Delivery or Scan to Route, the message, Out for Delivery - can't reopen delivery sheet, displays. If the status is neither of these, the system sends a delete message to DeliveryTrack. The Delivery Sheet is then returned to the Open Delivery Sheet Queue. An order can then be added and set to go out on the next run or removed if the facility cancelled it at the last minute.

 

If not authorized for DeliveryTrack, the Reopen and Reprint/Resubmit options are not enabled.

 

Reprint/Resubmit

 

Select the down arrow in the Reprint/Resubmit button and select Reprint to reprint the Delivery Sheet. Or, select the Reprint/Resubmit option and the Delivery Sheet prints. If authorized for DeliveryTrack, the system resends all items on the Delivery Sheet to DeliveryTrack.

 

Use the buttons at the top to reopen, reprint, or resubmit items.

 

Patient Record

 

Added a field, Delivery Method, to the Patient Record > Additional Information screen. If set to Delivery or Stat, the edit hyperlink is accessible. Select Edit and the Delivery Options window displays.

 

Delivery Options

 

Access the Delivery Options screen for the following: Delivery Note: Default = Unchecked. Anything entered on the Patient Record > Additional Info > Delivery Note field defaults here. Delivery Route: Default = blank. If the Facility has one route, any new patients default to that route. If a patient is in a facility and the chevron is selected, the Facility's routes display. If the patient is not in a facility and the chevron is selected, the routes from Store Level Options display. Shipping Method: Default = blank. Options include 1 - NDA, 2 - Ground, and 3 - 2DAY. Shipping Priority: Default = blank. Options include: 1 - Daily and 2 - Next Day.

 

Rx Summary

 

Added a Delivery Information tab to the Rx Summary. Added, Delivery Route, to the New Prescription screen (formats 1-3), Filling Options screen, and Delivery Information tab of the Transaction (Label Only). To use, the Delivery Method must be set to Delivery (NRx without Nursing Home module). The Delivery Route field populates on the New Prescription screen based on the patient's Delivery Route. The Date Due populates based on the delivery schedule attached to the route (NRx without Nursing Home module). If a patient route is not selected, the facility route closest to the time the order is entered is used.

 

Set specific U&C for your 340B drugs via the Price Plan. Added a field, U&C for 340 Billing, to Store Control > Pricing Options > Price Plans > General Information. Select the double arrows to select the Price Plan with the 340B pricing. This Price Plan defaults as the U&C Price Plan on the Rx Summary if the Drug and Prescriber Records have the 340B option selected. This field trumps all other U/C settings.

 

How the 340B field on the Price Plan works

 

Added option, 3rd Party Pay ID, as a Select, Sort, and Print Options to the Plan Parameter File in reports.

 

Added option, U&C for 340 Billing, to System Utilities > Batch Record Updates > Price Plans.

 

Added the choice of which Drug Scan to use when changing a generic or brand drug during Workflow. Added links, Change Drug and Change Generic, to the Verify Prescription screen in Label and Dispensing and Quality Assurance checks.

 

The same links are also available if there is no match on the NDC.

 

Access to both links depend on the settings for Update Brand Drug and Update Generic Drug in Security Access > Prescription Access.

 

Made the choice available for whether to view eRX information from the Label/Dispensing and Quality Assurance queues.

 

Added the option, Display ERx Info, to Facility Management > Workflow Options > Control Options (Label and Dispensing and Quality Assurance Check) > Display Options section. Default = Y if Label/Dispensing and/or the Quality Assurance queues are turned on.

 

Added label routines to print Hazardous Drug groups, if present, from the NIOSH Hazardous Drug fields Drug Record > Clinical Information screen. Routine 806 prints the verbiage, HAZARDOUS DRUG and routine 807 prints any entry from the NIOSH Hazardous Drug field (i.e. HD1, HD2, or HD3).

 

When was your last update? Keep up with details about your software updates through the Help menu. Click Help, About, and then select the Software Update History View link. Log in with your credentials to view or print the update information.

 

Added Security Access Flag, Print Delivery Sheets, for individuals who only need access to print Delivery Sheets. Added the report option, Prt Delv Sheet, to the Employee File Select, Sort, and Print Options.

 

Added the ability to print Doctor Notes on Custom Reports with new report option, Doc Note, in the Doc Notes File Choice.

 

Authority to fill various classes of drugs can differ between individual pharmacists and technicians due to sanctions and laws. To maintain proper access to different drug classes for employees, the following changes were made to the Filling section under Security Access Flags:

• Filling (New & Refills) (This option was previously the Filling option.) If it was unchecked, all the new options default to unchecked.

• Non Controls

• Controls

• Class 2

• Class 3

• Class 4

• Class 5

A message displays when an employee does not have access to fill a particular drug class, and prompts a pharmacist login.

 

To easily identify Cycle Fill items during prescription filling, added the following:    

 

• Detect Cycle Fill Rx - Store Control > Store Level Options > Store Options > Rx Filling

  

• Cycle Fill Drug - Drug Record

  

Logic

 

Note: During the SP 32 conversion, the Cycle Fill option on the Drug Record is checked if the Special Pkg Ind option is not blank or 0 - Not Specified.

 

Added a variety of features to help you manage stock rotation with compound batching. Create, maintain and track compound batches, set the Drug Scan to only display, and fill compound Rxs by the compound batch to track compound inventory with the following:

 

Store Level Options

 

Added an option, Compounds: Release for Dispensing Req'd, to Store Control > Store Level Options > Store Options > Rx Processing. This option can be used in pharmacies that use third party compound testing or have maturation requirements to require the pharmacy to release compound batches before they may be dispensed. If selected, a Released for Dispensing link is available on the Compound > Batch screen (NEW) and must be a yes before the compound is available to be dispensed. The compound batch fill defaults to decrementing the batch inventory by FIFO (First In First Out) logic, but the Qty Dispensed amounts for each batch can be edited on the Compound Batch tab on the Filling Options screen.

 

There are checks to verify the following:

• Qty Dispensed is not greater than the Qty on Hand and that the Total to Dispense is not greater than the Rx Qty Dispensed amount.

• Total to Dispense is not less than the Rx Intended Qty amount.

The batch must be released for dispensing and the maturation days met before it will be available for dispensing.

 

Batches - NEW Screen

 

The Batches screen allows you to maintain batches and release them for dispensing.

 

Fields defined:

 

• RPh and Tech initials - initials logged on at the time the batch was created and saved.

• Lot Number - Mimics current functionality of the Compound Record lot number with regards to character length and limitations and saved at the time of fill.

• Qty On-Hand - Initially populated by the employee based on quantity manufactured. As the compound is dispensed from this particular batch, the quantity is decremented accordingly. If a transaction for this batch is voided, the quantity is incremented accordingly.

• Prepared - (MMDDYYYY) Editable field. Defaults to current date after the Lot Number has been entered and you have tabbed to the next field.

• Expiration - Prepared Date + Expiration Date

• Maturation Date - Prepared Date + Maturation Days

• Release for Dispensing Req'd (link) - If selected, a confirmation window displays. Once confirmed, click Save. The link is renamed to Release By and the initials of the employee display.

• Sterile - Defaults to unchecked. Select to indicate the batch has passed sterility testing.

• Clear Batch - This button is used to clear Compound Batch information to create a new batch. Note: The Employee Security Option > Master File Maintenance Option, Clear Compound Batch Info must be Y. The Quantity On-Hand on the batch must be 0.

 

Drug Scan

 

Added an option, Compounds Only, to the bottom section of the Drug Scan. Select to only display compounds (created with a compound template) in the Drug Scan when accessed from New Order Entry or a Compound Prescription.

 

If Compounds Only is selected, the Save Preferences window displays. Save preferences for the Drug Scan if desired. Any changes are applied to the User ID in use. Options display to: apply the changes to all Drug Scans, apply the changes to the current Drug Scan, or to discard changes.

 

If the prescription is for a standard drug, the Drug Scan includes all drugs.

 

Patient Chart

 

Patient Chart > Additional Medication screen also displays the Compound Only Drug Scan option if it has been saved, but can be unchecked.

 

Patient Chart > Immunization Records continues to display all drugs in the Drug Scan.

 

Filling Options

 

Added a tab, Compound Batch, to the Filling Options screen to include: Lot Number, Expiration Date, Qty on Hand, Unit, and Qty to Dispense. FIFO (First In, First Out) sequence defaults the compound batch fill to decrement the batch inventory Qty on Hand with the oldest expiration date first. Only displays if the Compound Batch is populated for compound prescriptions.

 

If there is sufficient compound batch inventory to fill the prescription, the Fill and Print tab displays, but may be selected to display the Compound Batch details.

 

If there is insufficient quantity of compound batches to fulfill the prescription, the Compound Batch tab displays and Fill is disabled until either the Qty on the Rx Summary or the Compound Batch quantities available are adjusted.

 

Note: The batch must be Released for Dispensing and the Maturation Days met before being available for dispensing if the option, Compounds: Release for Dispensing Req'd, is selected in Store Level Options.

 

Reports

 

Added the new Compound Batch fields to reports.

 

Security Access

 

Added Security Access Flag, Clear Compound Batch Info, to Security Access. Default = Unchecked. Select to give access to the Clear Compound Batch button on the Compound Record > Batch tab.

 

Compound Worksheet

 

Added a section, Batch Information, to the Compound Worksheet. If the prescription has Compound Batches selected, these items are printed below the Administration Info segment.

 

Added the Qty Dispensed from the prescription to the Return to Stock List to assist certain states with regulations.

 

Added the following to the eCare screen accessed from the Patient Record > Chart:

 

Store Options

 

Added the ability to assign LOINC Codes to Lab Values on the Lab Value Categories screen in Store Options. The codes are transmitted to CPESN via eCare submissions.

 

Added eCare Note Table to Store Control.

 

Patient

 

Added logic to automatically select and submit a patient's active and additional medication list to CPESN.

 

Added a link, View Patient Lab Values, to the Patient Chart > Patient eCare Plan (Patient Chart). Click to access the Patient Lab Values screen. This screens allows items to be selected to be included in eCare Plan submissions. A red exclamation point signifies that a lab value has no associated LOINC code.

 

Added a link, Active Medication List, to the Patient eCare Plan (Patient Chart). The Active Medication List screen displays.

 

Added an icon, View, to the horizontal toolbar of the Patient eCare Information screen. Use to view and/or print the XML of the eCare Plan and status.

 

Added an icon, Case Summary, to the vertical icon bar. Enter notes of up to 1500 characters.

 

Added eCare Plan Notes. Click View > eCare Plan Notes to access internal permanent notes.

 

Added a hyperlink, Active eCare Plan, to the Patient Profile to the right of the Patient Information header. Click to access eCare Plan History to select a plan.

 

To provide more clarity in instances when the facility name changes and no longer matches the facility code, the Facility Name was added to the Select Columns listing under the Edit Columns link in the Patient Scan.

 

Note: Data Collection must be turned on for this feature.

 

Enhanced capability so that Data Collection transactions are sent if a cash prescription is changed to a third party Price Plan outside of Workflow (available in spk30 and up). Therefore, reversing and voiding a transaction is no longer necessary. To send, click History on the Rx Summary and select the transaction to update and click the Update button.

 

Improved the flow in Tickler and Workflow by returning orders back to their appropriate locations if the Log Out button is selected. Tickler items return to Tickler and Workflow items return to the queue they were processed out of.

 

For easy reference, added the patient's age to the Patient Record. This displays next to the Birth Date field and will also continue to display on the Patient Chart.

 

Check if a transaction was manually completed from the Workflow History Details screen (Transaction > Delivery Information). Added a description, Manually Completed, to the Reason column. This can be accessed from the Workflow Additional Information screen.

 

Streamlined the Rx Summary screen so that the Process DrugAdmin button only displays when processing Drug Administration Messages.

 

Standards now allow Prescriber notes of up to 210 characters. To print the full note on the eRx hardcopy, select the Print eRx Hardcopy on Full Page, option in Store Level Options > Rx Filling Options > Electronic Prescribing Options.

 

Added an authorization flag for the Equiscript interface. Equiscript, LLC helps community centers and hospitals generate resources and improve patient adherence through 340B home delivery pharmacy programs. The interface includes HL7 ADT to QS/1, HL7 new and refills to QS/1, a nightly store-side export of the previous day's transaction data and HL7 orders from QS/1.

 

Added logic to prevent RxChange Requests from being created for controlled substances, except for prior authorizations.

 

Prescribers that practice in multiple locations may require more than one record in your system due to varying SPI numbers. In addition to checks performed on the prescriber when entering a new eRx, the system now checks against the SPI provided in the eRx message with the SPI in NRx.

Example: If there are three Prescriber records with the same NPI, but different SPIs, the SPI in the eRx message is used to match to the correct Prescriber Record in the system.

 

To present a more professional appearance on Refill Request Fax Forms, changed the pharmacist name to print the first name followed by the last name, as opposed to last name, comma, then first name.

 

Removed the Test Web Service button and credentials from the Prior Authorizations Web Services hyperlink in Store Level Options > System for CoverMyMeds. This function is no longer valid with CoverMyMeds.

 

To save on time and resources, a new program is available to automatically turn on Store Level Options for SMS Text/Email services. To run, type SMSUPDTE at Application Name. The following automatically occurs under Store Options > Doctor/Fax IVR:

• Selects Use Call Out Feature.

• Selects Enable Text/Email to Call Out.

• If using InstantFill and the Hours of Operation for Call Out are blank, the hours of operation for InstantFill are copied over to the Hours of Operation for Call Out.

• If Automate Batching is not selected, then Automate Batching is turned on:

  

• The dropdown defaults to Head of Household.

• Exclude Profiled Prescription from Batches is selected.

• Exclude Refill Requests from Batches is selected.

 

Added the following SNOMED Codes to the Patient eCare Plan Screen:

 

Encounter Window (available in Service Pack 29 and up)

 

Added SNOMED Code, 129864005 - Deficient Knowledge of disease process (finding).

 

Intervention Window (available in Service Pack 30 and up)

 

Added SNOMED Codes; 432371000124100 - Recommendation to monitor physiologic parameters (procedure), 46973005 - Blood pressure taking (procedure), and 710824005 - Assessment of health and social care needs.

 

Added a File Choice, Tx Drug Name, to the Rx Tx File in Customized Report Options. Use this option to print the Rx Drug Name, the actual name of the compound. The Tx Drug Name is updated for existing compound transactions when the Service Pack is downloaded.

 

Currently, when a patient is transferred to another pharmacy and the prescriptions have been filled at least once time, the refills are discontinued automatically. Updated the system to prevent possible issues with interfaces if those meds are truly still active.

 

Added an option, Prompt for DC on Transfer, to the Facility Record > Additional Information > Other Facility Options. Default = Unchecked. If option is selected, the message, Do you wish to Discontinue this order upon successful prescription transfer?, displays when transferring all refills on an order to another pharmacy. Click Yes or No to DC to order, or Cancel to return to the Transfer Information screen and cancel the transfer process.

These forms were updated in Service Pack 32. To view, log in to Customer Support > Product Documents > Nursing Home Forms on www.qs1.com.