1 Introduction to the Pharmacy Staff User Guide...1

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1 1 Introduction to the Pharmacy Staff User Guide EnterpriseRx Basics...5 EnterpriseRx Basics Overview...6 Mouse and Keyboard Overview...6 Using the Mouse...7 Using the Keyboard...8 Using Shortcut Keys...10 Selecting a Window Element With a Keyboard or Mouse...11 Using Function Keys...13 Starting EnterpriseRx and Logging In...14 Logging In to the EnterpriseRx System...15 Using Your Random Daily Access Code (RDAC) in Workflow...16 Scanning Your Fingerprint in Workflow...17 Home Page Window Overview...18 Window Names and Title Bar...19 Menus and the Menu Bar...19 Icons and the Menu Bar...23 Status Bar Overview...24 Home Page Window Tabs...26 Home Tab...26 News Tab...27 Partners Tab...27 Education Tab...27 Fields Overview...27 Command Buttons Overview...28 Entering Dates...29 Select Today s Date in the Date Field...29 Type a Date in the Date Field...30 Use the Mouse and the Calendar to Select a Date...31 Use the Keyboard and the Calendar to Select a Date...32 Entering ZIP Code, City, and State Information...33 When You Know the ZIP Code...34 When You Do Not Know the ZIP Code...34 Entering Canadian Postal Codes...35 Searching Tips Workflow Overview...39 What is Workflow?...41 Workflow Concepts...42 EnterpriseRx Workflow Model - Introduction...42 Standard Workflow Steps Overview Diagram...43 Standard Workflow Steps Descriptions...45 Standard Workflow Steps and Exceptions...49 Pharmacy Team Concept...49 Workflow Tracking and Fill Item Status...50 Alternatives to the Standard Workflow Process for Your Pharmacy...51 Turning Off Workflow Steps...52 DEEP (Data Entry Enhanced Processing) Workflow...52 DUR Exception Handling Before or After Product Dispensing...52 EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-1

2 Alternative Verification Workflow Steps...53 Central Fulfillment Facilities and Features...53 Central Fill Workflow...53 Central Mail Workflow...54 Rx Intake Activity...54 Express Fill Workflow Step...55 Ways to Perform Workflow Steps...55 Workflow Queues and the Rx Queues Menu...56 Workflow Activities and the Activities Menu...58 Standard Activities and the Activities Menu...58 Custom Activities and the Activities Menu...59 Activity Queues and the Activities Menu...60 How the System Determines the Next Item to Work in an Activity...62 Access Rights for Workflow Windows and Features...63 Workflow Window Elements...63 Workflow Detail Windows - Standard Element Overview...64 Workflow Header...65 Using the Clinical Rx Programs Icons in the Workflow Header...68 Selecting a Link in a Workflow Header...73 Workflow Toolbar and Workflow Toolbar Icons...73 Current Order Summary Area in Workflow Toolbar...76 Order Items in Exceptions Area in Workflow Toolbar...77 Using the Order Items in Exceptions Area in Workflow Toolbar...77 Order Processing Bar in Workflow Windows...78 Using the Order Processing Bar in Workflow Windows...80 Workflow Command Buttons...80 Workflow Tasks...82 Opening a Workflow Queue from the Rx Queues Menu...83 Starting an Activity from the Activities Menu...84 Next Feature - Completing a Workflow Step...84 Next Workflow Step Button - Following the Fill Item...86 Save Button - Saving Changes in a Workflow Window Without Moving a Fill Item Forward 87 Cancel Button - Leaving a Workflow Window Without Saving Changes...87 Skip Button - Temporarily Skipping the Current Work Item...88 Decline Button - Declining a Fill Item Back to a Previous Workflow Step...88 Cancel Item Button - Canceling a Fill Item...90 Finishing a Workflow Activity...91 Using the Security Checkpoint Window in Workflow...92 Using the Notes Icon in Workflow...93 Rules for Viewing, Adding, and Removing Notes...94 Adding Notes for a Prescription or Fill Item...94 Removing Notes for a Prescription or Fill Item...98 Resolving Patient Alert Messages in Workflow Editing Rx Information Order Details Window in Workflow Elements in the Order Details Window in Workflow Viewing Items in an Order Printing Specified Labels on Demand - Print Options Reception Reception Overview Contents-2 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

3 Orders and Prescriptions Overview Processing New Prescriptions in Reception Overview Processing Refill Prescriptions in Reception Overview Starting Reception Reception Patient Search Window Overview Elements in the Reception Patient Search Window Searching for a Patient in Reception Patient Search Searching for an Rx Number in Reception Patient Search Show Queue Button in Reception Patient Search Refilling Multiple Rx's in Reception Using the View Profile Button to find Rx Number in Reception Entering Delivery Options in Reception Create Order Window Overview Elements in the Create Order Window Using the Create Order Window in Reception Refilling an Rx in the Create Order Window Adding a New Prescription in the Create Order Window Scanning a Hardcopy Prescription Using the Icons in the Rx Image Window Using the Privacy Acknowledgement Window Reception Detail Window Overview Using the Reception Detail Window Elements in the Reception Detail Window Add to Order Button in Reception Selecting the Complete Order Button in Reception Complete Order Button with Reception Only Activity Complete Order Button with Reception and Other Workflow Steps B Processing in Reception Prescription Queues Queues Overview What is a Queue? Prescription Queues in the EnterpriseRx System How Does a Prescription Get Placed in a Queue? Opening a Prescription Queue Opening a Queue From the Activities Menu Opening a Queue From the Rx Queues Menu Using the Queue Management Window Elements in Prescription Queue Windows Icons in Prescription Queue Windows Promise Time Alert Icon External Source Indicator Partial Fill and Completion Fill Icons Locked Icon Treatment Authorization Request (TAR) Icon Loss Alert Icon ADS Icon Filtering Prescriptions in a Queue Overview Filtering a Prescription Queue Sorting Prescriptions in a Queue Overview Sorting a Prescription Queue EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-3

4 Additional Sorting Features Selecting a Prescription in a Queue Load Balancing Overview Starting Load Balancing Remotely Processing Prescriptions Unlocking a Prescription for Remote Processing Prescription Unlock Notification Data Entry Data Entry Overview Starting Data Entry Searching for a Prescriber in Data Entry Decline Button in the Prescriber Search Window Selecting Supervising Prescribers in Data Entry Adding a New Supervising Prescriber in Data Entry Searching for a Product in Data Entry Decline Button in the Product Search Window Generic Substitution Window Overview in Data Entry Elements in the Generic Substitution Window Using the Generic Substitution Window Data Entry Detail Window Overview Elements in the Data Entry Detail Window Entering Data Entry Detail Information Overriding the Manufacturer Partial Fill Overview in Data Entry Partial Fills and the Partial Fill Feature in Data Entry Partial Fills and the Next or Next Workflow Step Buttons in Data Entry Partial Fill Common Results Additional Information Window Overview in Data Entry Using the Additional Information Window in Data Entry Sig Code Examples Example 1: Typing a Simple Sig Code Example 2: Combining Sig Codes Example 3: Typing a Sig Code Along With Text Typing Non-Alphanumeric Characters in the SIG Field Send to FOA Feature in Data Entry Using the Transfer Rx In Feature in Data Entry Link Rx Option in Data Entry Pre-Edit Exception Processing Overview in Data Entry Elements in the Pre-Edit Exceptions Window in Data Entry Resolving Soft Pre-Edit Exception Messages in Data Entry Resolving Hard Pre-Edit Exception Messages in Data Entry Resolving a High Patient Pay Amount Pre-Edit in Data Entry Opening Rx Diagnosis Window in Data Entry Rx Diagnosis Window Overview Elements in the Rx Diagnosis Window Using the Rx Diagnosis Window PPI New Rx Processing in Data Entry Overview PPI Processing for New Rx s in Data Entry Using the Transaction Notes Window for Missing PPI Data PPI Processing for Refill Rx s in Data Entry Contents-4 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

5 340B Processing in Data Entry Rx Intake Processing Rx Intake Overview Processing Small and Large Orders in Rx Intake Starting Rx Intake Rx Intake Activity Queue Window Overview Rx Intake Order Summary Window Overview Automatic Opening of the Rx Intake Order Summary Window Manual Opening of the Rx Intake Order Summary Window Elements in the Rx Intake Order Summary Window Product Dispensing Product Dispensing Overview Starting Product Dispensing Product Dispensing Queue Window Overview Using the Product Dispensing Queue Window Automated Dispensing Tasks in Product Dispensing Finding an Rx in Product Dispensing Accuracy Scan in Product Dispensing Overview Accuracy Scan Window in Product Dispensing Overview Performing an Accuracy Scan in Product Dispensing Overriding an Accuracy Scan in Product Dispensing Product Dispensing Detail Window Overview Elements in the Product Dispensing Detail Window Dispensing the Product in the Product Dispensing Window Declining a PPI New Rx Back to Data Entry to Reselect the Dispensed Generic Product View Pricing Button in Product Dispensing B Processing in Product Dispensing Verification Verification Overview Starting Verification Finding an Rx in Verification Verification Detail Window Overview Elements in the Verification Detail Window Verifying Prescription Information Approving a Prescription in Verification Using Pre-Verification Using Pre-Verification Using Verification Options with Pre-Verification Release to Patient Release to Patient Overview Using Bar Code Scanners and POS Systems Using a Bar Code Scanner to Assign Bins Using a POS System to Release a Prescription EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-5

6 Starting Release to Patient and Searching for a Patient Release to Patient Window Overview Elements in the Release to Patient Window Releasing a Prescription to a Patient Assigning Bins in Release to Patient Elements in Bin Assignment Window in Release to Patient Assigning a Single Prescription to a Bin in Release to Patient Assigning all Prescriptions in an Order to the Same Bin in Release to Patient Using Rx Status Change Button in Release to Patient Queue Window Express Fill Express Fill Overview Starting Express Fill from the Activities Menu Starting Express Fill from the Rx Queues Menu Express Fill Window Overview Elements in the Express Fill Window Entering Express Fill Information Typing Non-Alphanumeric Characters in the SIG Field Validating an Rx in Express Fill Filling an Rx in Express Fill Fill Summary Window in Express Fill Overview Elements in the Fill Summary Window in Express Fill Using the Fill Summary Window in Express Fill Accuracy Scan in Express Fill Overview Accuracy Scan Window in Express Fill Overview Performing an Accuracy Scan in Express Fill Overriding an Accuracy Scan in Express Fill Approve & Follow and Approve Buttons in Express Fill Fill Multiple Rx s Window in Express Fill Overview Elements in Fill Multiple Rx s Window in Express Fill Filling Multiple Rx's in Express Fill Searching Overview for Express Fill Searching for a Patient in Express Fill Using Inline Patient Search in Express Fill Inline Patient Search Formats and Examples Using the Patient Search Window in Express Fill Elements in the Patient Search Window in Express Fill Searching for a Prescriber in Express Fill Using Inline Prescriber Search in Express Fill Inline Prescriber Search Formats and Examples Using the Prescriber Search Window in Express Fill Elements in Prescriber Search Window in Express Fill Searching for a Product in Express Fill Using Inline Product Search in Express Fill Inline Product Search Formats and Examples Using the Product Search Window in Express Fill Elements in Product Search Window in Express Fill Using the Patient Tab in Express Fill Elements in the Patient Tab in Express Fill Using the Product Tab in Express Fill Elements in the Product Tab in Express Fill Contents-6 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

7 Using the Pricing Tab in Express Fill Loss Alert Notification Elements in the Pricing Tab in Express Fill Using the Notes Tab in Express Fill Elements in the Notes Tab in Express Fill Using the Rx Image Tab in Express Fill Elements in the Rx Image Tab in Express Fill Using the Pre-Edits Tab in Express Fill Resolving a High Patient Pay Amount Pre-Edit in Express Fill Elements in the Pre-Edits Tab in Express Fill Using the Transfer Rx In Feature in Express Fill Starting Rx Diagnosis in Express Fill Viewing and Overriding Pricing Information in Express Fill Using Rx Status Change in Express Fill B Processing in Express Fill Fill on Arrival Events Fill on Arrival Events Overview Starting Fill on Arrival Fill on Arrival Detail Window Overview Elements in the Fill on Arrival Detail Window Using the Dispense Check Box in the Fill on Arrival Using the On-Hand Quantity Field in Fill on Arrival Using the Delivery Fields in Fill on Arrival Inbound Communications Inbound Communications Queue Overview Starting the Inbound Communications Queue Tasks in the Inbound Communications Queue Window Elements in the Inbound Communications Queue Window Viewing the Inbound Communications Queue Results Table Detail Windows Overview for Inbound Communications Tasks in the ICQ Fax Details and PPI Details Windows Tasks in the PPI Details Window for Items with Errors Tasks in the PPI Details Window for EPCS Items with Errors Elements in the ICQ Fax and PPI Details Windows Automatically Matching a PPI Cancel Request Manually Matching a PPI Cancel Request Creating a New Prescription from the ICQ Associating ICQ Fax Images or PPI Transactions with Contact Manager Events Order Grouping Queue Order Grouping Queue Overview Starting the Order Grouping Queue Using the Order Grouping Queue Window Tasks in the Order Grouping Queue Window Elements in the Order Grouping Queue Window Viewing the Order Grouping Queue Window Results Table Viewing the Grouping Status Column for PPI/Fax Order EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-7

8 Releasing Rx s from the Order Grouping Queue Window Using Automatic Approval and Manual Approval for PPI/Fax Orders in Order Grouping Opening the Order Details Window from the Order Grouping Queue Window Opening a Workflow Exception Detail Window from the Order Grouping Queue Window Adjudication Exceptions Adjudication Exceptions Overview Adjudication Process Overview Starting Adjudication Exceptions Status Column in the Adjudication Exception Queue Adjudication Exception Detail Window Elements of the Adjudication Exception Detail Window Processing Adjudication Exceptions Resolving Adjudication Exceptions Resolving Post Adjudication Exceptions High Patient Pay Amount Exception Processing in Adjudication Exceptions Using Auto Resubmit to Schedule Rejected Claims California TAR Processing in Adjudication Exceptions Sending a Prescription TAR Form to Medi-Cal Completing a Medi-Cal Prescription with an Approved TAR Form Elements in the California Treatment Authorization Window (TAR) in Adjudication N1 Processing in Adjudication Exceptions DUR Exceptions DUR Exceptions Overview DUR in the EnterpriseRx Workflow DUR After Adjudication in Workflow DUR Before Adjudication in Workflow DUR Exceptions in Verification DUR Exception Processing Overview Starting DUR Exceptions Processing Drug Utilization Review Window Overview Selecting a Link in Drug Utilization Review Entering Conflict Information in Drug Utilization Review Elements in the Drug Utilization Review Window Conflict Icons in the Drug Utilization Review Window Finishing Drug Utilization Review Approving and Following a DUR Rx Approving a DUR Rx Declining a DUR Rx Saving a DUR Rx Contact Manager Contact Manager Overview Generating a Contact Manager Event PPI Messages and Prescriber Contact Manager Events Starting Contact Manager Contact Manager Details Window Overview Tasks in Contact Manager Details Window - Overview Contents-8 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

9 Elements in the Contact Manager Details Window Entering Contact Manager Event Information Using the Autodial Feature in Contact Manager Viewing Information in the Contact Event History Log Viewing Prescription Information in the Contact Manager Approving a Contact Manager Event Approving With Changes a Contact Manager Event Denying a Contact Manager Event Processing Refill Renewal Requests in Contact Manager Post-Verification Post-Verification Overview Starting Post-Verification Post-Verification Queue Window Overview Elements in the Post-Verification Queue Window Post-Verification Detail Window Overview Elements in the Post-Verification Detail Window Verifying Prescription Information a Second Time Controlled Substance Reporting Queue Controlled Substance Reporting Queue Overview Starting the Controlled Substance Reporting Queue Tasks in the Controlled Substance Reporting Window Elements in the Controlled Substance Reporting Queue Window Viewing the Controlled Substance Reporting Queue Window Results Table Reports - Core Reports and Data Warehouse Reports Core Reports Overview Starting Core Reports Reporting Window Overview Tasks in the Reporting Window Elements in the Reporting Window Selecting and Running a Core Report Core Reports and Data Warehouse Reports Descriptions CMS 1500 Claim Form Check-In Exceptions Report Customer Statement Report Dispensing Time Report Drug Usage Report EPCS Deleted Transaction Report EPCS Prescription List Report Inventory Valuation Report Inventory Value by Group Report Mailing Labels Report Manual Claims Transaction Log Report Monthly Prescriptions Ready Report Physician Activity Report POS Discrepancy Report POS Error Report EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-9

10 PPI Cancel Rx Report Patient Group Report Prescription Delivery Report Prescription Fill Log Report Prescription Fill Log (Brief) Report Primary Third Party Summary Report Product Usage Report Rx s Transferred In Report Rx s Transferred Out Report Sales Summary Report Service Performance Metrics Report Slow Movers Report Sold Prescriptions Details Report Sold Prescriptions Summary Report Substitution Summary Report Waiting Bin Discrepancy Report Waiting in Bin Report DW - Adjudicated But Not Shipped Report DW - After Hours Login Report DW - BAR Activity Report DW - Billing Correct Pack Size Report DW - CSR Audit Report DW - Central Fufillment Prescription Fill Log Report DW - Claims Paid at Usual and Customary Report DW - Close of Business Detail Report DW - Close of Business Summary Report DW - Controlled Substance Monitoring Program Report DW - Compare Weekly Transactions Report DW - Compliance Report DW - Compound Ingredient Report DW - Cost of Goods Summary Report DW - Counseling Notes Report DW - Current Margin Exception Report DW - DEA Audit Report DW - Daily Shipment Report DW - Dispensed Compound Report DW - EOP Business Analysis Report DW - EPCS Audit Report DW - EPCS Incident Report DW - End of Period Report DW - End of Period Compare Last Year Report DW - End of Period Rx Fill Type Report DW - Generic Substitution Cost Analysis by Store Report DW - Generic Substitution Detail Report DW - Generic Substitution Summary Report DW - Gross Margin Detail Report DW - Gross Margin Summary Report DW - Inventory Group Report DW - Inventory Reorder Levels Report DW - Inventory Valuation Details and Summary Report DW - Manual Inventory Adjustments Report DW - Members ICA Claims - Worker s Comp Report Contents-10 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

11 DW - MFN Audit Report DW - N1 Transaction Report DW - POS Finalization Detail Report DW - POS Finalization Summary Report DW - Period Summary Report DW - Persistency Report DW - Physician Activity by GCN Sequence Number Report DW - Physician Activity by GPI Report DW - Physician Activity by NDC Number Report DW - Plan Sales Comparison Report DW - Plan Summary Report DW - Price Override Report DW - Product Usage Audit Report DW - Reconciliation Report DW - Rx Transfer Summary Report DW - Sales Data Report DW - Selected Product Dispensing Report DW - Sold Product by GCN Sequence Number Report DW - Sold Product by NDC Number Report DW - Third Party Revenue Report DW - Third Party Sales by Plan Report DW - Third Party Sales by Store Report DW - Top Movers by Dispensed Quantity Report DW - Top Movers by Rx Count Report DW - Turn-Around Time Summary Report DW - Usage by Third Party Report DW - Weekly Business Analysis Report DW - Workflow Productivity by User Report DW - Year to Date Totals Report Reports Director - Standard Reports Overview of Standard Reports in Reports Director Starting Reports Director InfoView Window Overview Elements in the InfoView Window Selecting and Running a Reports Director Report Printing a Reports Director Report Exporting a Reports Director Report Comparing Core Reports and Data Warehouse Reports in Reports Director Descriptions of Standard Core Reports in Reports Director Customer Statement Report Inventory Valuation Report Prescription Fill Log Report Prescription Fill Log (Brief) Report Refill Planning Prescription List Report Refill Planning Product Summary Report Sales Analysis Detail Sales Analysis Summary Sales Summary Report Service Performance Metrics Report Universal Claim Form EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-11

12 Waiting in Bin Report Workers Compensation Form D Workman s Compensation Form Searching a Prescriber, Patient, Product, Inventory Group, or Third Party Descriptions of Standard Data Warehouse Reports in Reports Director Brand Generic Comparison Report Claims Paid at Usual and Customary Report Close of Business Detail Close of Business Summary Compare Weekly Transactions Report Cost of Goods Summary Report DEA Audit Report End of Period Business Analysis Report End of Period Report End of Period Compare Last Year Report End of Period Rx Fill Type Report Members Claims Report Period Summary Report Pharmacy Fill Summary Report Pick-Up Signatures Report Plan Sales Comparison Report Plan Summary Report Prescription Activity Report Price Override Report Product Usage Audit Report Rx Transfer Detail Report Rx Transfer Summary Report Third Party Sales by Plan Third Party Sales by Store Usage by Third Party Weekly Business Analysis Report Year to Date Totals Report Running Web I Reports New Patient Analysis Report Prescription Comparison Analysis - Ready Report Prescription Comparison Analysis - Sold Report Descriptions of Long Term Care Reports in Reports Director Census Report Centrally Stored Medication Report Patient Coverage Listing Report Product Category Prescription List Report Psychoactive Medication Record Report Reports Director - Custom Reports Overview of Custom Reports in Reports Director Starting Custom Reports in Reports Director Universes Overview Contact Manager Universe Description Facility Universe Description Inventory Adjustments Universe Description Inventory Universe Description Contents-12 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

13 Patient Universe Description Prescriber Universe Description Prescription Universe Description Prescription Aggregation Universe Description Prescription Claim Universe Description Prescription Transfer Universe Description Prescription Workflow Universe Description Product Universe Description Purchase Order Universe Description Third Party Universe Description Web Intelligence Document Window Overview Creating a New Custom Report in Reports Director Filtering a Custom Report in Reports Director Using Multiple Universes to Create a New Custom Report Editing a Custom Report Saving a Custom Report Saving a Custom Report to the EnterpriseRx Folder Saving a Custom Report to Your Computer Reports - Accounts Receivable Reports Accounts Receivable Core Reports Overview Starting Accounts Receivable Core Reports Selecting an Accounts Receivable Core Report Selecting Accounts Receivable Report Criteria and Values Reports - Long Term Care Reports Long Term Care Reports Overview Starting Long Term Care Reports Selecting a Long Term Care Report Selecting Long Term Care Report Criteria and Values Reporting on PRN Prescriptions Reports - Downtime Reports Downtime Reports Overview Starting Downtime Reports Elements in the Downtime Report Windows Elements in the Printed Downtime Reports Price Quote Price Quote Overview Starting Price Quote Price Quote Window Overview Generating and Saving a Price Quote Tasks in the Price Quote Window Elements in the Price Quote Window Searching for a Product in Price Quote Facility Search Window Overview in Price Quote EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-13

14 Elements in the Facility Search Window in Price Quote Searching for a Facility in Price Quote Searching for a Patient in Price Quote Viewing Price Quotes in the Price Quote Table Using the Historical Quotes Button in Price Quote Elements in the Price Quote History - Results Window Clinical Inquiry Clinical Inquiry Overview Starting a Clinical Inquiry Clinical Inquiry Window Overview Elements in the Clinical Inquiry Window Performing a Clinical Inquiry Overview Performing a Clinical Inquiry Clinical Inquiry Screening Results Window Overview Elements in Clinical Inquiry Screening Results Viewing Product Conflicts in Clinical Inquiry Opening the Patient Profile Window in Clinical Inquiry Rx Tools On Demand Batch File Creation for Automated Packaging System Creating a Batch File and Sending it to an Automated Packaging Device On Demand Validation of EPCS Prescriptions Validating an EPCS Prescription On Demand Modify Rx Information Overview Modifying Rx Information Move Rx Overview Elements in the Move Rx Window Moving a Prescription Rescan Rx Image Overview Rescanning a Prescription Return to Stock Overview Starting Return to Stock Return to Stock Window Overview Elements in the Return to Stock Window Returning an Item to Stock System Actions for a Return to Stock Item My Info My Info Overview Starting the My Info Feature My Information Window Overview Viewing Personal Data in My Information Window Adding License Information in My Information Removing License Information in My Information Changing Your EnterpriseRx Password in My Information Contents-14 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

15 30 POS Error POS Error Overview Starting POS Error POS Error Window Overview Tasks in the POS Error Window Elements in the POS Error Window Viewing the POS Error Results Table Information Close of Business Processing Close of Business Overview Starting Close of Business Using the Close Business Feature Using the Close Business History Feature Printing Features Printing Access Code (RDAC) Labels Viewing and Printing Your Current RDAC Label Printing Your New Access Code (RDAC) Label Printing Back Tags for Prescriptions Printing Price Board On-Demand Information Printing Your Notice of Privacy Practices Printing Virtual POS Barcodes Audit Bins Audit Bins Overview Starting Audit Bins Selecting a Bin for Adding or Reviewing Bin Assignments Adding or Reviewing Prescriptions for a Bin Elements in the Scan/Enter Bin Items Window Adding or Reviewing Bin Contents Using the Bin Item Detail Window Elements in the Bin Item Detail Window Reorganizing the Contents of a Bin Patient Information Patient Information Overview Starting a Patient Search Patient Search Window Overview Tasks in the Patient Search Window Elements in the Patient Search Window Searching for a Patient Patient Profile Window Overview Tasks in the Patient Profile Window Common Elements in Patient Profile Window Viewing and Adding Patient Notes Removing Patient Notes in Patient Profile Info Tab Overview in Patient Profile EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-15

16 Tasks in the Info Tab in Patient Profile Elements in the Info Tab in Patient Profile Health Tab Overview in Patient Profile Tasks in the Health Tab in Patient Profile Elements in the Health Tab in Patient Profile Adding or Deactivating Patient Allergy Information Adding or Deactivating Patient Medical Conditions Third Party Tab Overview in Patient Profile Using the Plans Tab in Third Party Tab Tasks in the Plans Tab in Patient Profile Elements in the Plans Tab in Patient Profile Verifying Patient Eligibility for Insurance Using the Copay Amounts Window in Patient Profile Using the Workers Compensation Tab in Patient Profile Tasks in the Workers Compensation Tab in Patient Profile Elements in the Workers Compensation Tab in Patient Profile Adding a Workers Compensation Claim for a Patient Rx Profile Tab Overview in Patient Profile Tasks in the Rx Profile Tab in Patient Profile Elements in the Rx Profile Tab in Patient Profile Enrolling Patients in Clinical Rx Programs Enrolling Patients in ERP Enrolling Patients in Med Sync Link Rx in the Rx Profile Tab Patient NDC Preferences in the Rx Profile Tab Viewing Rx Details in the Rx Profile Tab Transferring Out a Prescription in Patient Profile Transferring In a Prescription in Patient Profile Elements in the Pharmacy Search Window in Patient Profile Adding a Transfer Pharmacy Linking a Transfer Pharmacy to a Competition Group Refilling Rx s in the Rx Profile Tab Adding a DUR Rx in the Rx Profile Tab Tx Profile Tab Overview in Patient Profile Tasks in the Tx Profile Tab in Patient Profile Elements in the Tx Profile Tab in Patient Profile Using the Edit Transaction View Button in TX Profile Tab Using the Tx Details Button in the Tx Profile Tab Order Profile Tab Overview in Patient Profile Tasks in the Order Profile Tab in Patient Profile Elements in the Order Profile Tab in Patient Profile Using the Edit Order View Button in Order Profile Tab Order Details Window in Patient Elements in the Order Details Window in Patient Accounts Receivable Tab Overview in Patient Profile Accounts Receivable Patient Profile Information Elements in the Accounts Receivable Tab in Patient Maintaining Patient Accounts Receivable Information Credit Cards Tab Overview in Patient Profile Elements in the Credit Cards Tab in Patient Profile Maintaining Patient Credit Cards Information Payments Tab Overview in Patient Profile Contents-16 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

17 Privacy Management Tab Overview in Patient Profile Tasks in the Privacy Management Tab in Patient Profile Using the Acknowledgement Tab in the Privacy Management Tab Tasks in the Acknowledgement Tab Elements in the Acknowledgement Tab in Patient Profile Maintaining Patient Privacy Policy Acknowledgements Using the Confidential Communications Tab in the Privacy Management Tab Tasks in the Confidential Communications Tab Elements in the Confidential Communications Tab in Patient Home Pharmacy Information Restriction Options in the Privacy Management Tab Maintaining Patient Confidential Communications Information Using the Medical Authorizations Tab in the Privacy Management Tab Tasks in the Medical Authorizations Tab Elements in the Medical Authorizations Tab in Patient Profile Maintaining Patient Medical Authorizations Using the Privacy Office Tab in the Privacy Management Tab Tasks in the Privacy Office Tab Elements in the Privacy Office Tab in Patient Profile Maintaining Patient Privacy Office Information Misc Tab Overview in Patient Profile Tasks in the Misc Tab in Patient Profile Elements in the Misc Tab in Patient Profile Adding or Removing Patient Groups in the Misc Tab Adding a Patient Adding a Patient as a New Account Adding a New Member to an Existing Patient Account Editing Patient Information Moving a Patient to Another Account Using Rx Status Change Button in Patient Profile Patient Information - Long Term Care Starting an LTC Patient Search Elements in the Patient Search Window in LTC Patient Profile Window for Long Term Care Patients LTC Tab in Patient Profile Window Elements in the LTC Tab in Patient Profile Maintaining LTC Patient Information Using the Rx Details Button in Long Term Care Using the Tx Details Button in Long Term Care Maintaining Patient Prescriber Orders Elements in the Add (or Edit) Patient Prescriber Order Window Adding a New Patient Prescriber Order Modifying or Deactivating a Patient Prescriber Order Excluding (or Re-Including) Standing Prescriber Orders Patient Merge Patient Merge Overview Starting Patient Merge and Selecting Two Patients Patient Merge Window Overview Tasks in the Patient Merge Window EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-17

18 Elements in the Patient Merge Window Rules for Merging Patient Profile Information Finalizing a Patient Merge Summary of Patient Merge Procedure Prescriber Information Prescriber Information Overview Starting a Prescriber Search Prescriber Search Window Overview Elements in the Prescriber Search Window Searching for a Prescriber Prescriber Profile Window Overview Common Elements in the Prescriber Profile Window Inactivating or Activating Prescribers Adding Prescriber Notes in Prescriber Removing Prescriber Notes in Prescriber Address Tab in Prescriber Profile Elements in the Address Tab in Prescriber Profile Using the Office Hours Button for Prescribers Elements in the Hours Window in Prescriber Details Tab in Prescriber Profile Elements in the Details Tab in Prescriber Profile Validating Prescribers Using the Prescriber Groups Fields in Prescriber Adding or Removing Prescriber Groups in Prescriber Elements in the Prescriber Group Search Window Adding a Supervising Prescriber in Prescriber ID Number Tab in Prescriber Profile Restricted Access to the ID Number Tab for Validated Prescribers Elements in the ID Number Tab in Prescriber Profile Adding, Editing, or Removing Prescriber IDs Third Party Tab in Prescriber Profile Elements in the Third Party Tab in Prescriber Profile Associating Third Parties With Prescribers Elements in Third Party Search Window in Prescriber Adding, Editing, or Deleting a Third Party in Prescriber PPI Tab in Prescriber Profile PPI Tab with No Linked Network Registry Prescriber Addresses PPI Tab with Linked Network Registry Prescriber Addresses Elements in the PPI Tab in Prescriber Profile Using the View Registry Detail Button in Prescriber How to Link Your Prescriber Addresses with Network Registry Prescriber Addresses Rules for Linking PPI Prescribers Adding New Prescribers Deleting Prescribers B Processing in Prescriber Profile Prescriber Merge Prescriber Merge Overview Rules for Merging Prescribers Contents-18 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

19 Merge Prescriber Window Overview Tasks in the Merge Prescriber Window Elements in the Merge Prescriber Window Merging Two Prescriber Records Verifying Validation Status for Source and Target Prescribers Confirming Prescriber Merge Product Information Product Information Overview Product Catalog What is Product and What is Inventory? Starting a Product Search Product Search Window Overview Tasks in the Product Search Window Elements in the Product Search Window Product Profile Window Common Elements in Product Profile Window Adding Product Notes in the Product Profile Window Product Profile Window Overview Identification Tab in Product Profile Elements in the Identification Tab in Product Elements in the Add (or Edit) Product Identifier Window Adding, Editing, or Deleting a Product Identifier in the Product Identifiers Field Using the Available Groups Field Elements in the Product Group Search Window Adding or Deleting a Product Group in the Available Groups field Instructions Tab In Product Profile Elements in the Instructions Tab in Product Description Tab in Product Profile Elements in the Description Tab in Product Corporate View Tab in Product Profile Elements in the Corporate View Tab in Product Corporate Edit Tab in Product Profile Creating a Service Product Marking a Product as a Specialty Drug Elements in the Corporate Edit Tab in Product Corporate Admin Tabs in Product Profile Elements in the Corporate Admin Tab in Product Pricing Tab in Product Profile Elements in the Pricing Tab in Product Cost Bases Tab in Product Profile Elements in the Cost Bases Tab in Product Adding or Editing Cost Bases in the Cost Bases Window Generics Tab in Product Profile Elements in the Generics Tab in Product Third Party Tab in Product Profile Elements in the Third Party Tab in Product Add a Third Party Payer in the Third Party Tab Elements in the Add Third Party Search Window Adding or Removing A Third Party Payer HCFA/DESI Data Tab in Product Profile EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-19

20 Elements in the HCFA/DESI Data Tab in Product HCFA Overrides Tab in Product Profile Elements in the HCFA Overrides Tab in Product FFP Data Tab in Product Profile Elements in the FFP Data Tab in Product FFP Overrides Tab in Product Profile Elements in the FFP Overrides Tab in Product Counseling Tab in Product Profile Elements in the Counseling Tab in Product Warnings Tab in Product Profile Elements in the Warnings Tab in Product State Schedules Tab in Product Profile Elements in the State Schedules Tab in Product Adding, Editing, or Removing a State Schedule Override Messages Tab in Product Profile Elements in the Messages Tab in Product Compounds Tab in Product Profile Elements in the Compounds Tab in Product Adding Compound Notes In the Compounds Tab Using the Substitute Button in Product Profile Elements in Generic Substitution - User Defined List Window Adding a Product to Generic Substitution - User Defined List Using the Inventory Button in Product Profile Using the Image Button Product Image Overview Adding a Product Image File Deactivating Product Images Reactivating Product Images Adding a Product Adding a New Drug Product or Compound Product Adding a New Product Locally Creating a Compound B Processing in Product Profile Inventory Maintenance Inventory Maintenance Overview Starting an Inventory Search Inventory Search Window Overview Elements in Inventory Search Window Elements in Inventory Window Making Inventory Adjustments Elements in Inventory Adjustments Window Product Supplier Tab Overview in Inventory Elements in Product Supplier Tab in Inventory Physical Inventory Tab Overview in Inventory Elements in Physical Inventory Tab in Inventory Product Ordering Group Tab Overview in Inventory Elements in Product Ordering Group Tab in Inventory Neighborhood Sites Tab Overview in Inventory Elements in Neighborhood Sites Tab in Inventory Allocations Tab Overview in Inventory Contents-20 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

21 Elements in Allocations Tab in Inventory Purchasing & Usage Tab Overview in Inventory Elements in the Purchasing & Usage Tab in Inventory Using the View Extended Information Window Inventory Administration Inventory Administration Overview Starting Inventory Administration Inventory Adjustments Window Overview Elements in the Inventory Adjustments Window Adjusting Inventory in Inventory Administration Product Ordering Group Overview Product Ordering Group Administration Window Overview Elements in the Product Ordering Group Administration Window Product Ordering Group Preview Window Overview Adding a New Product Ordering Group Elements in Add Product Ordering Group Window Editing a Product Ordering Group Elements in Edit Product Ordering Group Window Removing a Product Ordering Group Adding Multiple Ordering Products to the Ordering Products Table Changing the Corporate Default Ordering Product in the Ordering Products Table Removing a Product from the Ordering Products Table Linking Facilities to Ordering Products in a POG Using the Suggested Equivalent Feature to Add Products to the POG Product Rules Table 1360 Supplier Setup Window Overview Elements in the Supplier Setup Window Using the Add Supplier Window Add Supplier Window - Supplier Tab Elements in Add Supplier Window - Supplier Tab Add Supplier Window - Supplier Product List Tab Elements in Add Supplier Window - Supplier Product List Tab Add Supplier Window - Communication Setup Tab Elements in Add Supplier Window - Communication Setup Tab Add Supplier Window - Cost Updates Tab Adding a Supplier in Inventory Administration Editing a Supplier in Inventory Administration Purchasing Plan Setup Window Overview Business Rules for Purchasing Plans Overview Elements in the Purchasing Plan Setup Window Evaluation Detail Window Overview Elements in the Evaluation Detail Window Add a Purchasing Plan Window Overview Elements in the Add a Purchasing Plan Window Add a Purchasing Plan Window - Purchasing Method Tab Add a Purchasing Plan Window - Inventory Item List Tab Add a Purchasing Plan Window - Evaluation Options Tab Adding a Purchasing Plan in Inventory Administration Editing a Purchasing Plan in Inventory Administration Purchasing Window Overview Elements in the Purchasing Window EnterpriseRx Pharmacy Staff User Guide 7.1 Produced in Cork, Ireland Contents-21

22 Preparing a McKesson Connect Purchase Order Receiving Window Overview Elements in the Receiving Window Long Term Care Facility Maintenance Long Term Care Facility Maintenance Overview LTC Facility Location Levels and Inheritance Starting LTC Facility Maintenance Elements in the Long Term Care Facility Search Window Using the Long Term Care Facility Search Window Long Term Care Facility Maintenance Window Overview Using the Long Term Care Facility Maintenance Navigation Tree Long Term Care Facility Maintenance Actions Menu Overview Common Elements in the Long Term Care Facility Maintenance Window Adding an LTC Facility and Modifying Facility Information Facility Details Window Overview Elements in the Long Term Care Facility Maintenance [Facility Details] Window Adding an LTC Facility and Defining Overall Facility Details Modifying LTC Facility Information or Deleting a Facility Adding LTC Facility Location Levels and Modifying Location Level Details Adding a Location Level and Defining Location Level Information LTC Facility Maintenance [Location Level] Details Window Overview Elements in the LTC Facility Location Level Details Window Modifying Location Level Details or Deleting a Location Level Maintaining Information Nodes for a Facility or its Location Levels Defining Information Nodes for a Facility or a Facility Location Level LTC Facility Maintenance [Filling] Window Overview Elements in the LTC Facility Maintenance [Filling] Window LTC Facility Maintenance [Billing] Window Overview Elements in the LTC Facility Maintenance [Billing] Window LTC Facility Maintenance [Hours Of Administration] Window Overview Elements in the LTC Facility Maintenance [Hours Of Administration] Window Elements in the Add (or Edit) Hours of Administration Window Adding Hours of Administration (HOA) for an LTC Facility Modifying Hours of Administration (HOA) for an LTC Facility LTC Facility Maintenance [Packaging Methods] Window Overview Elements in the Long Term Care Facility Maintenance [Packaging Methods] Window LTC Facility Maintenance [Prescriber Order Templates] Window Overview Elements in the LTC Facility Maintenance [Prescriber Order Templates] Window Adding Prescriber Order Templates for an LTC Facility Long Term Care Facility Maintenance [Standing Prescriber Order] Window Overview Elements in the LTC Facility Maintenance [Standing Prescriber Order] Window Elements in the Add (or Edit) Standing Prescriber Order Window Adding Standing Prescriber Orders for an LTC Facility LTC Facility Maintenance [Patient] Window Overview Elements in the LTC Facility Maintenance [Patient] Window LTC Facility Maintenance [Prescriber] Window Overview Elements in the LTC Facility Maintenance [Prescriber] Window Adding Preferred Prescribers for an LTC Facility Contents-22 Produced in Cork, Ireland EnterpriseRx Pharmacy Staff User Guide 7.1

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