Manage Employees

The Manage Employees option is used to set or reset security rights for an employee and to update general employee information. Options include resetting passwords and deactivating users.

To update Employee Records:

1. Access PrimeCare.

2. Click Store Control.

3. Select Security Access and click Manage Employees. The Manage Employees scan displays:

4. Select the group (all Users, Pharmacists, or Technicians) and then select the Employee Record to update. The Employee Detail window displays:

5. Edit General Information and Identifiers. Click the folder next to a Security Access Flag to open the tree for that category. Use the following definitions to select access options for employees.

Click to check all access flags for the employee
Click to remove all access flags for the employee

Security Access Flags
General Security Rights
Reports	Check Reports and the employee has full access to all report categories listed in the tree. To prevent employee access to a particular report, uncheck that report.
Management	Management Reports include: Additional Markup Billing History Revenue Daily Audit Drug Utilization: Totals for Doctor by Acquisition Cost Sort by Total Acquisition Cost Sort by Total Number of Scripts Sort by Quantity Dispensed HealthMinder IVR Call Out Monthly Audit Patient Major Medical/Tax Totals Patient Outcome Review Pharmacist Staffing Prescription Summary Price Modeling Revenue Sales Analysis
Prescription Logs	Prescription Logs include: Counseling Logs Daily Audit - Prescription Logs Formulary Tracking Monthly Audit Narcotics New Rx Cards (4x6) Rx Audit Rx Security Journal Rx/Transaction Change Log Transferred Prescriptions Transaction Billing History Transaction Security Journal Transaction Signature Log
General Lists	General Lists include: Patient: Allergies Charge Account List Detail Duplicate Therapy List Facility List HIPAA Acknowledgement List HIPAA Tracking Log Immunization List/Notifications Interaction Screening Mailing Labels Security Journal (Patient) Security Journal (Patient Insurance) Summary Third Party Accounts List Tickler Top Customers by Prescription Total Patients and Prescriptions per Facility Drug: Competitive Pricing Cost Information List Detail Drug Usage Generic Equivalent List Invalid NDC Numbers Inventory Inventory On-Hand Tracking Inventory Security Journal Month-to-Date Totals Multi-Store Drug Usage List Retail Price Security Journal Prescriber: Detail Duplicate NPI Mailing Labels Security Journal Store: Identification HOA: Hours of Administration Code List
Third Party	Third Party Reports include: Third Party Billing Forms Electronic Claims Status Insurance Electronic Refill Request Electronic Analysis Electronic Reject Resolution ECS Report to ASCII File Electronic Eligibility Batch Reversal Third Party Processing
Compliance	Compliance Reports include: Nightly Controlled Drug Controlled Substance Drug Controlled Substance Prescriber Controlled Substance Pharmacist Controlled Substance On Hand Patient Profile DEA Registration Number
Customized	Customized Reports include: Create a New Custom Report Access a Saved Report Import a Custom Report
Inventory	Check Inventory and the employee has full access to all inventory functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Inventory options include: Automatic Drug Receiving Automatic Drug Reorder Electronic Drug Reorder Build/Transmit Electronic Drug Reorder Transmit Only Forecasting Forecasting by Drug Usage Manual Drug Order
Accounts Receivable	Check Accounts Receivable and the employee has full access to all A/R functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Accounts Receivable options include: Approve Payroll Deductions - Displays if you have QS/1 Point-of-Sale and the Shipping Management Module Post All Charges Post Credits Post Payments Run Reports: Account Trial Balance Department Summary Report Daily Posting Proof (Date Posted) Daily Posting Proof (Date Charged) History List Transaction File Listing Run Statements Update Account Information Update Opening Balance Void Transaction
Facility Management
Reconciliation	Check Reconciliation and the employee has full access to all reconciliation functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Reconciliation options include: Post Transactions Run Reports: Reconciliation Report Status Report Third Party Receivables Month-End Report Process Write Offs options include: Small Amounts Large Amounts Unpaid Amounts
System Utilities	Check System Utilities and the employee has full access to all utility functions listed in the tree. To prevent employee access to a particular function, uncheck that function. System Utilities options include: Credit Card Authorization Monitor - Displays if you have QS/1 Point-of-Sale and the Shipping Management Module Batch Record Updates Data Export Interfaces and Year-End
Master File Maintenance	Use under the advice of QS/1 Support or Training
Store Control	Check Store Control and the employee has full access to all functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Store Control options include: Counseling Data See Below Price Information Store Options
Pharmacist/Technician Security Rights
Doctor Access	Check Doctor Access and the employee has full access to all functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Doctor Access options include: Add Update Update Notes
Drug Access	Check Drug Access and the employee has full access to all functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Drug Access options include: Add Category Update Cost Update Inventory Update Inventory On-Hand Adjustment Options Process Return Update Inventory On-Hand Description Options Edit Custom Adjustment Descriptions Utilize Customer Adjustment Descriptions Utilize Free Text Adjustment Description Utilize Default On-Hand Adjustment Descriptions Disposed/Spilled Product Drug Order Correction Drug Order Overrage Drug Order Shortage Physical Inventory Count Product Back Order Product Recall Product Special Ordered Product Transferred In Product Transferred Out Pricing Update Update
Patient Access	Check Patient Access and the employee has full access to all functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Patient Access options include: Add Charge Account Update Charge Limit Update Merge Non-Drug Order Update Prescription Intake Update Update Credit Card Information PMP Analysis Access View Full Social Security Number
Prescription Access	Check Prescription Access and the employee has full access to all functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Prescription Access options include: Allow Discontinue/Reassign Edit Profiled/Refill Prescriptions All Classes This setting applies to all prescriptions whether profiled or filled. The default setting for Update Brand Drug for new Pharmacist Employee Records = checked. The default setting for new Technician Employee Records = Unchecked. The defaults settings for Update Generic and Update Price Plan for new Pharmacist or Technician Employee Records = Unchecked. Update Brand Drug Update Generic Drug Update Pricing Plan Class 2-5 Rx's This setting applies to Class 2-5 prescriptions whether profiled or filled. The default setting for all options for new Pharmacist Employee Records = Checked. The default setting for all options for new Technician Employee Records = Unchecked. Update Refills Authorized/Remaining Update Qty Authorized Update Qty Dispensed Update Qty Remaining e-Prescription Access Add eRx Annotation Edit eRx Annotation Deactivate/Delete Reactivate Void Filling Transfer In Out Update Alias Workflow Prescription Intake New Order Entry Verify New Orders Label/Dispense Process Queue Bypass/Complete NDC Check Quality Assurance Check Process Queue Bypass/Complete NDC Check Delivery Error Resolution Assign Locations
Sig Access	Check Sig Access and the employee has full access to all functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Sig Access options include: Add Prebuilt Update Prebuilt Update Sig Builder
HOA Access	Check HOA Access and the employee has full access to all functions listed in the tree. To prevent employee access to a particular function, uncheck that function. HOA Access options include: Add Update
Transaction Access	Check Transaction Access and the employee has full access to all functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Transaction Access options include: Update Update Drug Update Original, Refill & Last Date Update Quantity Dispensed Update RPh/Tech Update Transaction Update Checked Out Void Void Checked Out
Vendor Access	Check Vendor Access and the employee has full access to all functions listed in the tree. To prevent employee access to a particular function, uncheck that function. Vendor Access options include: Add Update
Workflow/Tickler Dashboard	Check Workflow/Tickler Dashboard and the employee has full access to all the dashboard.
Pharmacy at a Glance Security Rights
	Check each Pharmacy at a Glance option below and the employee can view that option: View MTM - Displays if authorized for Mirixa or Outcomes. View ECS Log View Mail View Tickler View Workflow

If Counseling Data under Store Control in General Security Rights is not selected, the employee will not have access to the following options:

Workflow/Pending Notes
Compound Templates
CPT Code Table
Drug Messages
Patient Messages
Customized Label Options
Alternate Conditions
Outcome Code Table
Disease Management Schedule
Consultant Comment Type Codes
Formulary Plans
Lab Value Categories
1500 Form Filling Options
MTM Table

6. Press CTRL+S or click .

To change the employee password:

1. Click File on the main menu bar.

2. Click Change Password and the following window displays:

3. Type the current password, the new password and reenter the new password. Click OK.

To reset the employee password:

This option is used when the employee is locked out of the or if they have forgotten their password.

1. Access their Employee Record through Manage Employees.

2. Click on the main menu bar. The password is reset to the default password set in Security Options.

To deactivate an employee:

This option is used to remove an employee's access privileges and to flag them as inactive.

1. Access their Employee Record through Manage Employees.

2. Click on the main menu bar.

Return to Security Access