Process Returns

The Return Manifest is used to process items returned from a facility. From the PrimeCare main menu, click Facility Management. Select Process Returns and click Create Return Manifest. The Create Return Manifest screen displays. Process items by scanning the item barcode or typing the prescription number. To view manifests already created, click Return Manifest Scan.

Facility Accounts Receivable Options

Added and renamed fields for returns on the Facility Record/Additional Information screen:

• Added a field, Maximum Return Days. Default = Blank. Type up to a three-digit number of days for return. If the return date, minus the date filled, is greater than the Maximum Return Days entry, the message Maximum Return Date has been exceeded displays. If the return date, minus the date filled, is less than the Maximum Return Days entry, the credit may be posted.

• Renamed the field Amount to Post to Calculate Cost.

• Added the field Default Credit Calculation. Default = Transaction Cost.

   

  Default Credit Calculation Options:

  Transaction Cost: Credit the cost of the drug quantity returned from the last transaction. Credit is not applied for the markup of dispensing fee.

  Full Price: Credit the cost of the drug returned, along with the full dispensing fee/markup fee.

  Pro Rate: Credit the cost of the drug returned, plus a percentage of the dispensing fee/markup fee.

• Added the field Process Type. Default = Blank.

   

  Process Type Options:

  Destroy Only: Updates the transaction with the quantity destroyed and the Return Transaction Status C (Complete).

  Donate: Updates the transaction with the Qty donated and the Return Transaction Status C (Complete).

  Return Only: Update inventory only.

  Return/Credit A/R: Updates inventory and credits A/R.

   

• Added the field Destruction Method. Default = Blank.

   

  Destruction Method Options:

  C = Contractor

  I = Incinerator

  H = In House

  O = Other

Added A/R User ID as a report option. The system stores the ID of employees as they post credits, adjustments and payments, as well as the function used to perform them (i.e., auto-posting).

Return Manifest

When returning an item, enter a Process Type on the Return Manifest to indicate how the return should be handled. Returned item information is updated on the Transaction/General Information screen.

Added the following fields: Acq, Calculate Credit, and Drug Expiration.

Updated logic for the following fields: Credit Date and Misc Date.

Use the Process Type column/drop-down list to select Return, Credit A/R, Rebill, as well as Return Not Accepted. Functionality

A message displays if a line item is selected (checkbox), and a Process Type is not chosen.

A message displays during the rebill process if multiple prescriptions are selected with a Process Type of Return/Credit A/R/Rebill and Post A/R Credit is clicked.

Select Help at the bottom of the screen to view Column Description details and definitions for Calculate Credit, Status, and Process Type.

Click on the horizontal tool bar to print the Return Manifest Report with the following details: Status, Rx Number, Trans Date, Description, Quantity, Original Value, Restock, Credit Amount, Price Plan, Process Type and Legend indicator.

To view updated information, click the Return History link under Facility Information. The Return History screen lists all the return manifests containing a specific prescription number/transaction number/sequence number. A maximum of six lines display for each prescription. Column headings are:

• Status: Open or Completed

• Return Manifest #: Up to 8 characters; from the Manifest # of the posted Return Record

• Quantity: Up to 4 characters; from the Transaction Record Qty dispensed

• Original Value: From the Transaction Record; MCOST = Qty x Cost Base

• Restock Fee: From Restock Fee of posted Return Record

• Credit Amount: Up to xxxx.xx; from A/R Credit amount of posted Return Record

• Process Type: Up to 25 characters; from Process Type of posted Return Record

• Created by: Up to 3 characters: from Created By of posted Return Record

When a credit is attempted for an item, the system checks for a matching prescription number with a transaction sequence number and a status of Open or Return in the manifests. If there is a match, the message Prescription exists on a Return Manifest. Please complete Return Transaction in Process Returns. The A/R Credit will not be Posted displays.

If a quantity being returned is greater than the original quantity dispensed, a warning displays. If the quantity entered is too large, a Quantity Error displays.

The same prescription number can be entered multiple times for different transactions in the Return Manifest. A warning screen displays if the number is already in the manifest queue. Options are to add a return for another transaction or create a partial return.  

Label Routine

The Label Routine 684 prints SCD on short cycle prescription labels.

Security Access

Check Process Return under security access flags to give an employee the ability to process returns from a facility.

Return to Facility Setup