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Pharmaserv Getting Started Guide

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1. Toolbars and the Menu Bar To provide the robust functionality necessary to perform the above processes and tasks Rx Processing provides user friendly icons to represent these modules The module icons are located across the top and below the menu bar of most main windows within Rx Processing on the horizontal toolbar The horizontal toolbar provides quick access to the most frequently used Rx Processing functions these functions can also be accessed from the menu bar Within each module a vertical toolbar provides access to additional features related to the active module such as entering and maintaining addresses phone numbers notes viewing patient Rx history viewing Rx origin and claim information etc i 31 Online Help offers a quick way to find information just like thumbing through an index Highlight the topic and click Display A window displays with the information you need The following topics are available by selecting the Contents tab on the Rx Processing Help window 7 Rx Processing Help rm Hide Back Print Options Contents Index l Search ction to Rx Processing E Processing Overview System Start up Rx Processing simplifies and streamlines presc Windows Available in As Processing carrier and patient billing Using Rx Processing yc Fe HowTo labels produce Patient Information Leaflets and e m l Reference Materials Rx Processing also facilitates your ability to perfor Business
2. You are now ready to use the Rx Processing application Single SignOn ey Single Sign n p Pharmaser Portal Active Rs Processing Active Phamazery Admin In vctive Always On To Single SignOn enables you to log in or authenticate one time to access multiple applications The authentication process eliminates the need to log in each time you switch applications during a session You can choose to always display the Single Sign On window on top of the active window or to send it to the back and not remain on top of the active window Copyright 2014 Pharmaserv Getting Started Guide 23 Using The Rx Processing Application Rx Processing uses some conventions to help you easily move through the application and perform necessary functions This section defines the following conventions for you e Closing a window Horizontal toolbar buttons and keyboard shortcuts e Vertical toolbar buttons and keyboard shortcuts e Field information such as use of colors and multiple entries e Information lookup processes e Main windows and secondary windows e Exiting Rx Processing Closing a Window To close a window in Rx Processing click on the close box in the upper right corner of the window Be careful not to select the close box on the main outer window because the application closes The close boxes are shown from a sample window below Closes the application Closes Rx Processing window DEK E If inform
3. Windows Windows Vista Windows XP Windows 7 Windows 7 OEM Embedded Windows Server 2003 Windows Server 2008 R2 OEM Embedded SQL Server 2000 OEM Embedded SQL Server 2008 R2 OEM Embedded Visual Studio 2010 and Visual Studio 2012 are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries All other trademarks are the property of their respective owners Documentation Feedback We welcome your feedback If you have comments or suggestions regarding our product online Help or user documentation upgrade instructions release notes etc please e mail us at mopsdoctech mckesson com and type doc tech in the subject line e Please include the following information with your feedback e Product and version number e g Pharmaserv Version 7 1 0 e Document name and page numbers e Topic title for online Help e Brief description of content error for example inaccurate instructions more detail needed grammatical error inaccurate sample graphic etc Thank you for taking the time to help us improve our product Copyright 2014 Pharmaserv Getting Started Guide 2 Table of Contents yal sate Piatt nea ae Nona ete ace ten sees ee ones tea etec aoa E 2 Do cu umentanon Feedback 2 c ccaciacs ised na e E E NE E ae eels Z DANAE OILS IS a ct starts tart astas ea sien Santee E 3 VVC ICO BING gece tag Sousa E T hea ca cece hansen 5 OY CINIEW OF Pe aT Spi E E A 6 McKesson Pha
4. City Code 7 Repeat steps 4 6 for each new City Code Copyright 2014 Pharmaserv Getting Started Guide 42 Verify Signa Codes and Caution Codes While you are in the Code Maintenance module you should review the Signa Codes and Caution Codes that were entered before your system was delivered 1 2 To access the Signa Codes click the Signa button Review and make changes as needed Save the changes or Cancel without making changes Access Caution Codes by clicking the Cautions button Review and make changes as needed Save the changes or Cancel without making changes You are ready to establish initial system information Copyright 2014 Pharmaserv Getting Started Guide 43 Establishing Initial System Information Once you have customized your system in Pharmaserv Administration you can start to establish initial system information Because the information entered in one module is often used by another module it is important that you establish information in a specific order Once you have established some initial information you can use the Rx Processing application to enter information as needed This section covers establishing the following initial information information must be established in the order listed e Pricing schedules general pricing copay discount premium and special pricing e Tax table information e Third party carriers due to the sensitive nature of third party billing MPS recom
5. M Cancelled Rx s included in Rx History Language Default ENGLISH r Password Required Mone T Refill Quantity Default Last Dispense aty Tech Initials Required Bill Follows Rx Ry Age Based On Dispense Date V Check Refill Substitution CAM Response Display Days Label Format Default LaserLabel2 I Auto Retrieve Generics Number of Labels Sort tem Substitutes By Acquisition Cast l Quick Label Only I Refill Days Supply Alert W Display Popup Notes Print Label for Each Approved Coverage W Quantity On Hand Alert Wax Rx Age for Wax Feefill Active Refills e Prescribing Display Days i Class 2 dg Class 2 dl M AntoBill Ol Class 3 5 5 Class 3 5 180 a Patient Allergy Check MEVER __ 4 l Legend Rx Written Date Default CURRENT SYSTEM DATE Rx Origin Default 15 PHARMACY Electronic Rx Report Format Small 6 x 4 Cancel Review the Rx preferences and make changes as needed Use the Shift and F1 keys to access online Help regarding any of the fields The Rx Preferences control the default language and label format for prescriptions whether cancelled deleted Rxs display in the history maximum number of refills age of Class 2 5 items and other functions related to the entry and display of Rx information Click the Table IDs tab from the Preferences window to display the last number used in your numbering sequence for your Rxs and counseling sessions T Ne Lt De E a ae a a a a pe
6. Maintenance Establish and mainta and other supporting information about the varic Carrier Maintenance Establish and maintain coverage restrictions and billing requirements and services that are reimbursable by the carrie item Maintenance Establish and maintain int and compounds in your pharmacy Using tem Rx Processing Overview provides general information about the application such as the horizontal and vertical tool bar buttons keyboard shortcuts etc System Start up provides a list of the steps that should be followed before you begin using the application Windows Available in Rx Processing describes the windows available in each module with field definitions and command button explanations This is similar to a Reference Manual describing each window within the software How To provides the procedural information you need to perform functions in Rx Processing This is similar to a User Manual Reference Materials provides a glossary of terms used in the online Help You can select a topic from Contents by double clicking on a book icon in Contents Under some of Contents entries another book icon may display These are usually divided by categories Continue selecting topics until the information displays The online Help in the Pharmaserv application adds a Favorites tab The Contents tab opens to the Introduction to Pharmaserv Help and displays the following options Online Help and User Interface Features c
7. Maintenance New Profile Type BUPPLIER name S S Address o City statek aipfasiso __ Phone 734yl I Contact dS Title Supplier Maintenance supplier RR short Name Econolink Contacts Cancel Enter information in the Business Maintenance and Supplier Maintenance windows For details about any of the fields on these windows place the focus on the field and press Shift and F1 to display the online Help Click Save to save the information Copyright 2014 Pharmaserv Getting Started Guide 53 Entering Transfer Pharmacies To enter information about pharmacies that you transfer Rxs with select Transfer Phcy from the Type drop down list Then click New The Business Maintenance and Transfer Pharmacy Maintenance windows open similar to the following e Business Maintenance New Profile Type TRANSFER PHOY Name naan City LIVONIA State oK zip s150 ce a a Prone lrsol W Contat Tle Transter Pharmacy Maintenance id Humbers ckesson mesL J eE pea TT stated wE Tax Id o BulkMaill J YauRite soe C cor EEEE eA we C ereenn 1p J nmr es E E Prefx Tone Bill File Mame Pulse Good Value Fee Percentage 00 Contacts Cancel Enter information in the Business Maintenance window In Transfer Pharmacy Maintenance the only required information is the DEA number and the name of the pharmacy For details about these fields place the focus on the field and
8. Select tem OTID meee Mame Fo Song fom Group SSCS mE Dai E sd Catagory Soures PRARWASERV ters 3 C Include Inactive Kem Vertical Scroll Bar Equivalents Substitutes impon o New Cancet we OOOO S S ENNAN u uo Horizontal Scroll Bar In the above example the horizontal scroll bar displays indicating that there is more information on the window The scroll bar indicates the position of the window display relative to the entire view of the window To move the window left and right click on the left or right arrow icon in the horizontal scroll bar You can also click and drag the scroll box to the left or right until a specific view displays You can perform the same functions with the vertical scroll bar by moving up or down Changing Window Sizes You can control the size of most windows by using buttons which are located in the upper right corner of the window The buttons are known as Minimize Maximize square Restore overlapping squares and Close x This enables you to easily view other applications that are running without exiting the current application When you move the cursor over a button the name pops up Copyright 2014 Pharmaserv Getting Started Guide 12 Minimize Button a To minimize a window click on the minimize button minus sign The minimize button turns the window into a taskbar button at the bottom of the Desktop The taskbar button d
9. Usine The RX Processie Applic AlN wis vides acute mantis N ioe utaeebe nae 24 Close a WANGOW eserin a wien eases nae Rare te neat eee 24 ToolBar BUONSENSO 25 Horizontal Tool Bar BUNNS eare EE 25 Vertical ToolBar BUOD Sernis E E T E E 27 Feld iormino 0 meen ere reeereeettees eer ty center Picea eg rear ger net centr ne Sree nn et eee ee eee ee reer ee neers 28 O OE O a Dass tetas etre tetuete mek E E eee eset eee 29 Header or NE WN 00 0 eee ae nT on cen RT er ran Ten ae en ae er ee eT et 30 OSLO 0116 2 Lan an N11 6 0 aiee em DO DT RR TET Oo eae ee ee 30 Exline Rx Processiiie jai cssstoiatien ea nuniesie lial AA S 30 Une Omne He acted aeseo a a de acyecnaceeten 31 Aces ne EeP eana AR 31 Customizing Your Sys E M eea E O 37 Settimo System Preire NCE Serani a e a a e EEE 37 Establis hins our Pharmacy Proms orsrsrer ea a eee eed maaeweeaneese 4 Esta blas nite City C Ode Sen acta scre ss acts trad a barren acts aaah nae tia aehan A yaad eden 42 Verily Siena Codes and Cuor OGES si saris st See seco Sets ate oie Ansara aa ce Naan Nd esa de Ala Peon Soesena ae de 43 Establishing Initial System Information sessiun a Pat awn 44 Establis uno Preno enee E E aaa sean seoetemexsandaaeeae 44 Entin Tax Tn ormat osse E ORA 49 Entering and Importing Third Party Carrier Information sneeeeeesesssssoeressssssssseerrsssssseceereessssssseerreo 49 FUSES PCS CEU CHS ena r ee Sida la va taste ee alton case cscs oases 50 Fee BOSNE e esea E E es 51 Fit
10. been established on your system You may set up defaults in Cash Carrier Maintenance Frozen Codes Certain code groups have been defined by MPS and cannot be added to or changed Codes are frozen for various reasons e The codes are the same for all users and no other variations are valid e The codes are defined by an outside source and must be the code used by that source e Codes are common abbreviations that the Pharmaserv system uses Some examples of frozen codes are e The two character code for each state e Allergy classification codes used by the Medi Span database e Codes of Y for Yes and N for No e Business type codes that display the appropriate Business Maintenance window e Maximum Allowable Cost source files Codes that are frozen do not display as an option in Code Maintenance Copyright 2014 Pharmaserv Getting Started Guide 58 Modifiable Codes For some modifiable code groups MPS has defined some base codes for you Other code groups are unique to each pharmacy and no codes have been defined Base Codes Assigned The following code groups have base codes already assigned e Caution Codes e Item color e Item flavor e Language e Maximum patient age e Minimum patient age e Potency Unit e Price override reason e Item Shape e Signa Codes e User Category e Vital signs You may add additional codes to any of the categories in these code groups User Defined Codes The following code groups have no codes assigne
11. information about the individuals who prescribe Rxs for your patients Opens the Price Check window enabling you to check prices on items on your screen before you fill the prescription Opens the CAM Status window enabling you to review the results approved rejected etc of claims that have been sent to a third party carrier for adjudication Opens the Pharmaserv application and provides access to additional options Copyright 2014 Pharmaserv Getting Started Guide 26 Vertical Tool Bar Buttons The vertical tool bar buttons vary depending upon your location within the application Buttons that are not available have the universal No symbol displayed over the button Sample below to indicate that you cannot select this button The vertical tool bar buttons relate to the specific window from which the button is selected Standard Vertical Tool Bar Buttons The Notes and Maintenance vertical tool bar buttons are standard throughout the application They display on most windows and perform a consistent function The buttons can be accessed by keyboard shortcuts by pressing and holding the Alt key the corresponding underlined letter For example the Notes button has the N in Notes underlined below so you can hold Alt and press N Alt N to open a Notes window el When the Notes tool bar button is selected you can enter notes specific to the window that you are using The Maintenance vertical tool bar butt
12. press Shift and F1 to display the online Help Click Save to save the information Entering Patient Information You can enter new patient information at any time Before you begin using the Pharmaserv system you might want to enter information about your current patients Or you can wait and enter information when the patient comes in for a prescription NOTE If you are converting data from another system the information may already have been converted and added to the system 1 Access the Select Patient Rx window from the Rx menu by clicking Patient Rx or by clicking the Patient horizontal tool bar button The Select Patient Rx window opens similar to the following P Select Patient RH tast O O O OOOO First Phont _ l Coo M a Patient 006 jj J Tmel z meditare POPL aa O Himiber of mows Retumed 0 Murder of ows Seleciad 0 7 Rx Mam ant Hew Pat Copyright 2014 Pharmaserv Getting Started Guide 54 2 Search for the customer first by entering the patient s last name and first name Click Retrieve 3 If the customer does not exist in the patient file click New Pat The Patient Maintenance and Patient Summary windows display similar to the following 3 Patient Maintenance New Profile Lat ES Fist I j sk _ sexi Address Cty LIVONIA State fa S E J voa ____ Cd E mail Address Patient Summary efault Safety Cap SAFETY z Pat Type Primary OS La
13. the server and you can use the system just like you were standing at the server The server name displays at the top of your client screen The Pharmaserv login window displays You can either log into the application or cancel to return to the desktop 4 To exit or close the Pharmaserv Remote Desktop Connection a terminal services session be certain to exit from all of the applications After a short processing delay the session will close by itself IMPORTANT Do not use the close button x as this will not close the Pharmaserv session Using this button to exit could result in hardware connection problems the next time you log into any system Copyright 2014 Pharmaserv Getting Started Guide 19 Using Microsoft Outlook Mail Use Outlook Mail to review daily messages regarding the status of your system backup and database maintenance You can also check for Price updates MAC price updates GPI updates Medi Span updates and iDigicall messages from McKesson Pharmacy Systems If you are a new user or you are logging into the system for the first time you must follow the instructions below NOTE It is recommended that you designate a single user as the person to access mail daily Only the user logged in when messages are received becomes the sole owner of these messages and the messages cannot be viewed by other users 1 Double click the Microsoft Outlook icon from the Desktop Skip to Step 5 unless the nternet E mail stor
14. Because tax rates vary from state to state and for different item types you may need to establish tax rates for items 1 Access Tax Maintenance from the Modify menu by clicking Tax A window opens similar to the following Tax Maintenance SE termi Type Tax Basis Tax Add Delete swe Cancel 2 To add tax information for an item click Add 3 Enter the Item Type Tax Basis and Tax amount For details about these fields place the focus on the field and press Shift and F1 to display the online Help 4 Repeat steps 2 3 for each item that needs a tax rate 5 When all tax rates have been entered click Save Entering and Importing Third Party Carrier Information Please consult an MPS representative regarding establishing maintaining and importing third party carriers Copyright 2014 Pharmaserv Getting Started Guide 49 Entering Prescribers Before filling and billing prescriptions you should establish information about those prescribers with which you do business The Rx Processing application enables you to enter prescriber information while filling a prescription However you may want to establish some often used prescribers in advance for faster processing NOTE If you are converting data from a competitor s system the information may already have been converted and added to the system 1 Access the Prescriber module from the Modify menu by clicking Prescriber or by clicking the Prescriber horizonta
15. Businesses Rx Processing enables you to enter and maintain information on the businesses with which you work including your pharmacy Information on entering your initial pharmacy information was covered in Customizing Rx Processing When you enter a profile for a business associated with your pharmacy you must assign the business a type The type of business reflects the information you may enter about the business Rx Processing enables you to enter the following business types in addition to your pharmacy e Employer e Facility e HL7 Partner NOTE You must be licensed to use the HL7 feature to enter this type e Supplier e Transfer Pharmacy All types of businesses are established in Select Business in the Business Module To access the Select Business window click the Business horizontal tool bar button or from the Modify menu click Business The Select Business window opens similar to the following i Select Business criteria o_ _Ao A ARaoa e gt AAMo4qe Type PHARMACY Retrieve Name o o ooo O Clear adress Oy State Zip Phone Detail List OK Hew Cancel Copyright 2014 Pharmaserv Getting Started Guide 51 Entering The Type of Business From the Criteria area on the Select Business window select the type of business you want to enter from the Type drop down list box Entering Employers To enter employer information e g for Workers Compensation select Employer f
16. DO NOT DISCONTINUE Button Check Box Ingred Alt IDs Cancel Ready BR 2 IR 2 ADMIN 9 913 2 34 PM Command Button A command bution is a button that begins an action Clicking a command button immediately starts the action To select a command button move the mouse pointer to the button and click the left mouse button You can also press and hold the Alt key and click the underlined letter on the button like S on the Save button Field A field is usually a box in which you can enter information If the field is dimmed you cannot access the field To select a field to enter information move the mouse pointer to the box and click the left mouse button If the box is empty enter the new text If the box has existing text it is automatically highlighted To replace existing text type over it Check Box A check box enables you to toggle select or clear the option To select clear the check box move the mouse pointer to the square and click the left mouse button Radio Button A radio button is a circle that enables you to select or clear an option You can select only one radio button in a group If you select a second option the first radio button is cleared To select the radio button move the mouse pointer to the circle and click the left mouse button Copyright 2014 Pharmaserv Getting Started Guide 15 Drop down List Box A drop down list box is a box with a down arrow usually on the right Clickin
17. Entries Fields such as address and telephone numbers support multiple entries Pharmaserv identifies the fields that can have multiple entries with a chevron gt These fields can be maintained from Maintenance windows available by selecting the Maintenance vertical tool bar button when the field has focus Some of the optional modules use an ellipsis button m to indicate that more information is needed Copyright 2014 Pharmaserv Getting Started Guide 28 Information Lookup At times you will need to look up information within the application e g prescriber name item carrier etc and in most cases you can perform a lookup by entering selection criteria on a selection window When entering the selection criteria enter as much or as little of the criteria as you may know Pharmaserv displays all matches that use the criteria in a results area Criteria Name YUENOL a om O O O O d E CI Type Categoy Od Ee Source PHARMASERV tems z F Include Inactive Items The results area displays the matches to the search criteria mc E o E upplier Product se SSS gt Substitutes Import o New Cancel For example if you are searching for a patient with a very long name or an item with multiple strengths you could enter just the first few letters of the name and click Retrieve Then make a selection from the results window The sample above uses TY
18. LENOL as the criteria The results window shows the various TYLENOLs that match your search You can scroll through the list in the results area either by clicking on the up or down arrows in the vertical scroll bar by dragging the scroll box up and down or by using the up and down arrows on the keyboard To move the window left and right click on the left or right arrow in the horizontal scroll bar In other instances such as prescription processing a search is performed automatically once you press Tab to exit the selection field This is used in places where only one selection criteria field is available Copyright 2014 Pharmaserv Getting Started Guide 29 Header or Main Window Each module is composed of one main window and several secondary windows which display and or accept information The header window is the main portion of the window displayed on the top of most secondary windows as seen with the tem Maintenance window below i Rx Processing i i fay Single SignOn File Rx ea Bill Comm lt Interfaces a er E Item Maintenance YALIUM 10MG TAB DRG 10MG TABLET Ao a J Class Unit of Measure x Potency Unit Code UNSPECIFIED v Il NADEAN Required l Reason for GHB Required Source rrvnvvr Pricing aaa C Brand I No Substitutes Allowed AWP Last Update C Generic I Multi Source ACQ Last Update Single Source Innovator MAC Last Update Defaults I Preferred Inactive Un
19. MCKESSON Pharmaserv Getting Started Guide For use with the Pharmacy Management System from McKesson BUSINESS CARE CONNECTIVITY 1110913 PRODUCED IN CORK IRELAND Copyright 2014 McKesson Corporation and or one of its subsidiaries All Rights Reserved This documentation is a publication of McKesson Corporation and or one of its subsidiaries which may be used only in accordance with a license agreement with McKesson Corporation and or one of its subsidiaries Any unauthorized use duplication or disclosure is prohibited The content of this documentation is furnished for informational use only is subject to change without notice and should not be construed as a commitment by McKesson Corporation and or one of its subsidiaries McKesson Corporation and or one of its subsidiaries assumes no responsibility or liability for any errors or inaccuracies that may appear in this documentation Except as permitted by such license no part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical recorded or otherwise without the prior written permission of McKesson Corporation and or one of its subsidiaries Any reference to company names in samples procedures or templates are for demonstration purposes only and are not intended to refer to any actual organization Pharmaserv is a registered trademark of McKesson Corporation ActiveX Microsoft
20. Year End 12131 Patient i as Class Form ID acar Phone DOB M Data Extraction Omnilink Cash M Data Extraction Omnilink Cast ss Iv iv a E i v Audit Trail v v Audit Trail Enabled Vv Number of Days to Retain in Audit Trail 2555 lt Dr ID Type Drug Enforcement Administration Refill Reminder Rx Pick Up Notifications Outbound Messaging for Refill Reminders o e ay s Before to ole ayvis After Refill Due Include Reminders for Chronic Meds with 0 Refills include Reminders for Controlled Substances Outbound Messaging for Rx Pick Up Notifications Auto Notify Wott when R Stats is Ghecked EPCS ON EPCS Monitoring and Reporting C Wotitywhen Ry Status is In vvill Gal Rx Transfer Transfer Entire Rx C Transfer 14 Dispense s If the Business preferences are not displayed click the Business tab Review the Business preferences Use the Shift and F1 keys to access online Help regarding any of the fields Copyright 2014 Pharmaserv Getting Started Guide 37 Click the Counseling tab on the Preferences window to display the Counseling preferences r Pharmasery Administration File Tasks Admin Configure Window Help Print PIL Automatically for ial cise nagna IT T Default of Leaflets Leaflet Forms Plain Paper Spanish PIL Available i Patient Name on PIL Print Wed Guide Automatically for NONE DO NOT PRINT Default of Me
21. application Cancel Exit without accessing the Rx Processing application Help View online Help for instructions Copyright 2014 Pharmaserv Getting Started Guide 21 Once you log on to Pharmaserv move the mouse pointer to the Rx Processing icon on the toolbar and click the icon After you log on to the application and the Medi Span module is successfully initialized a window displays similar to the following DISCLAIMER NOTICE The information contained in the Wolters Kluwer Health Inc databases is intended to supplement the knowledge of physicians pharmacists and other health care professionals regarding drug therapy problems and patient counseling information This information is advisory only and is not intended to replace sound clinical judgementin the delivery of healthcare Services You are advised to review the definitions functionality and limitations of each Wolters Kluwer Health Inc database Wolters Kluwer Health Inc disclaims all warranties whether expressed or Implied including any warranty as to the quality accuracy or suitability of this information for any particular purpose Library Version 5 01 Drug Table lssued 0971172013 The Wedi Span DUR Database Version 13 37 Click OK to continue NOTE If the Medi Span database has expired the DUR screening does not occur Copyright 2014 Pharmaserv Getting Started Guide 22 The Rx Processing application opens similar to the following
22. armacy does business with Carrier Maintenance Establish and maintain third party carrier information including any unique coverage restrictions and billing requirements You can use this information to dispense and bill Rxs and serices that are reimbursable by the carriers Item Maintenance Establish and maintain information about the items e g drugs OTC items and compounds in your pharmacy Using tem Maintenance you can add change delete and view item information Patient Maintenance Add new patients and maintain information on existing patients including address telephone birth date allergies medical conditions family information vital signs tax exemption status and prescription history Prescriber Maintenance Establish and maintain information on any person prescribing medication including but not limited to medical doctors physician assistants and dentists Prescriber Maintenance also enables you to maintain licensing and prescriber carrier participation or non participation information e Counseling Establish and maintain information in compliance with the Omnibus Budget Reconciliation Act of 1990 Use the Counseling function to capture and document instructions given by a pharmacist or pharmacist s representative to a patient or patient s representative on how to perform a task e g how to use a glucometer a syringe etc or how to administer a medication e g take three times a day take with milk etc
23. at ag Wes ee ee pi i yA dministration TE nee Sey eee Tecate ton Configure Window Help Table IDs Daily Apts Pricing Sinot Last Used External Rx ID Cancel Review the numbering sequence and make changes as needed The example displays the last number used was 113 therefore the next available number is 114 Use the Shift and F1 keys to access online Help if needed Copyright 2014 Pharmaserv Getting Started Guide 39 Click the Daily Rpts tab from the Preferences window to determine the characteristics of your daily reports SE pP PP E Se File referent ce Business Counseling MediSpan Fs TabieiDs Daily Rpts Pricing Sinot Refill Reminder Report Current Date Plus 3 Days mtem Sales Default of Days to Retrieve i 20 Default of Drugs to Retrieve 50 Review the Daily Reports preferences and make changes as needed Use the Shift and F1 keys to access online Help regarding any of the fields Click the Pricing tab from the Preferences window to display the Pricing preferences Business Counseling MediSpan Fx TableIDs Daily Rpts Pricing Sinot Default Acquisition MMO For Reporting True Cost 50 00 M Megative profit alert M Price Override Reason Window Fricing Interval Selection For Linked Schedules C Use litem Cost Basis Use Accumulated value Carrier BrandiGeneric pricing Use Carrier Price s
24. ation has been entered and not saved you are prompted to save the information before closing the window Windows without a close box can be closed by selecting one of the following command buttons e OK e Save e Cancel When you are finished working in a window you should always close the window This ensures that your information has been saved and frees system memory for faster processing Your system runs much more efficiently if you keep the number of open windows to a minimum Copyright 2014 Pharmaserv Getting Started Guide 24 Tool Bar Buttons Rx Processing uses two tool bars The horizontal tool bar left to right at the top of the window has buttons you select to begin a specific module within the Rx Processing application The vertical tool bar up and down the left side buttons enable you to perform a specific function within the module A sample window shows the tool bar buttons fad Single Sign n i O a E s Pe SE Lint p Suh d _ Locked F Primary Fe FF Autocingo Capay Risa oT Phanmasery Price Chock Als IDs New Rx Cancel esc Sunn ies ME aN WELD aaah Horizontal Tool Bar Buttons The horizontal tool bar buttons display in a row at the top of each window in Rx Processing Rx Processing File Rx Modify Bil Comm Reports Interfaces Window Help mm gt ae Business tem at can Price CE Phannaseny Following is an explanation of the horizontal tool bar buttons Tool Bar Bu
25. chedule s Brand WMarkupidowmn with Carrier s Price Schedule Intervals Grand Price Schedule Intervals Cancel Review the Pricing preferences and make changes as needed Use the Shift and F1 keys to access online Help regarding any of the fields The Pricing preferences enable you to select default acquisition adjustments negative profit alert price override pricing interval for linked schedules and carrier brand generic pricing options Copyright 2014 Pharmaserv Getting Started Guide 40 Click the Sign Off tab from the Preferences window to display the Sign Off preferences Pharmasery Administration File Tasks Admin Configure Window Help A Preferences O me n Weasoe Dwn Pia Y Sian OF Event Description Hegative Profit Reversal Failed for Delete Rx Price Override Label Request for Rejected CAM Claim DUR Warnings ALL Drug Drug Interactions Drug Disease Interactions Therapeutic Duplication Duration of Therapy Prior Adverse Reaction Review the Sign Off preferences and make changes as needed Determine whether a pharmacist or technician has the authority to sign off or override the event function listed If the field is blank no sign off is required When Technician is selected both pharmacist and technician can sign off Use the Shift and F1 keys to access online Help regarding any of the fields When you have selected all of your preferences click Save You are
26. ct options Starting The Pharmaserv System outlines the server and client relationship and provides step by step instructions for accessing your system using the Windows Server 2008 operating system Using Rx Processing covers basic operations within the Rx Processing application The Pharmaserv application provides access to optional Long term Care and Accounts Receivable modules Using Online Help explains how to access and use the online Help for up to date information while you are using the Rx Processing and Pharmaserv applications Customizing Your System provides an overview and checklist of the steps your system administrator must complete to customize your Pharmaserv system Establishing Initial Information provides general procedures and checklists for establishing initial information such as pricing schedules prescribers and patients Appendix A Base Data identifies the information provided by McKesson Pharmacy Systems when you receive your Pharmaserv system NOTE Customers converting from a previous Pharmaserv system or competitor s system may have additional base data as a result of their conversion Appendix B System Administrator Requirements provides guidelines for managing your Pharmaserv system and its users Copyright 2014 Pharmaserv Getting Started Guide 5 Overview of Features Designed with the pharmacist in mind Pharmaserv gives you complete control over every aspect of your pharmacy and helps you
27. d e Claim Status e EPSDT Early Planning Screening Diagnosis Treatment e Patient Types e City Codes You can add additional codes to any of the categories in these code groups in Code Maintenance Codes can be assigned to the following code groups while adding patient information e Medical Conditions text e Allergies text Copyright 2014 Pharmaserv Getting Started Guide 59 Appendix B Understand The Pharmadmin User The Pharmacy Store Manager pharmadmin ID Role and the associated password is the key that opens the Pharmaserv system and enables you to determine user access to the system Your Pharmaserv system is shipped with a management account setup with a temporary password that can be provided to you by an MPS representative Pharmadmin is a temporary store manager ID provided to enable you to create and assign other users including assigning the Store Manager role The first user created should be for the person that will be designated as Store Manager Once created pharmadmin should be logged out of and no longer used Store Manager Role The Store Manager login provides a central point for managing your system users You may want to limit the following information to one individual or a small group of individuals A Store Manager is a person in your organization who is responsible for performing and monitoring key system functionality including e Create user accounts e Manage users disable enable and delet
28. d Guides Cancel Review the Counseling preferences and make changes as needed Use the Shift and F1 keys to access online Help regarding any of the fields Click the Medi Span tab on the Preferences window to display the Medi Span preferences Medi Span Rx TablelDs Daily Rpts Pricing Sign Off Days Supply Allowance E tem Screening NDC amp OTC Drugs Iv Refill Compliance Screening iv Prior Adverse Reactions Screening M Early Refill Allowance G days M Insignificant Ingredient Screening M Late Refill Allowance G days M Drug Interactions Screening M Refill Reminders Allowance days Severity Level M Duration of Therapy Screening wv Drug Disease Contraindications Screening M Minimum Dosage Acute Allowance GF days Maximum Dosage Chronic Allowance days i Minimum Duration Clinical Magnitude M Maxirurn Duration M Allow label printing for accepted dispenses lw Therapeutic Duplication Screening with DUR warnings Drug Already on File Max Days Consumed Cancel Review the Medi Span preferences and make changes as needed Use the Shift and F1 keys to access online Help regarding any of the fields The options selected determine what displays during various DUR screenings when filling prescriptions Copyright 2014 Pharmaserv Getting Started Guide Click the Rx tab on the Preferences window to display the Rx preferences t Pharmasery Administration File Tasks Admin Configure Window Help
29. dical conditions must be assigned to an Rx via the Clinical Information window You can use the description NO KNOWN MED CONDITION when a specific condition is not listed in the Description field 2 Click the Maint vertical tool bar button 3 Click Add 4 Enter information as needed NOTE You can select the NO KNOWN MED CONDITION option when a specific condition is not listed in the Description field 5 Repeat steps 3 and 4 for each medical condition to add 6 Click Save to return to the Patient Summary window To enter patient insurance coverage information 1 Move the focus to the Carrier Cvg view area 2 Click the Maint vertical tool bar button 3 Complete the information in the Patient area on the Patient Coverage Summary window and click Save 4 Click Add The Select Carrier window displays 5 Enter a Carrier Code and click Retrieve Select a code if more than one displays and click OK 6 Complete the information in the Patient Coverage Details window 7 Repeat steps 4 through 6 for each coverage 8 Click Save twice to save information and return to the Patient Summary window Copyright 2014 Pharmaserv Getting Started Guide 56 To enter patient vital signs 1 Click the Vitals vertical tool bar button 2 Click Add and enter information as needed 3 Repeat step 2 for each new vital sign 4 Click Save to return to the Patient Summary window To enter patient counseling information 1 Select the C
30. e ine Ihe Any GOL US INC S Spiten 35 aias anemia ET E ne a eh min ieee nse sere T 32 Copyright 2014 Pharmaserv Getting Started Guide 3 Eniterime Patent Tat Ori att OMe sescazc casera ale sia Sie dalasatiie an cre dn test atin ubmaumcsianten APP RO Qos Queer keener nner rnp eee ree eer ine erm E ne err rae reer toner rere ter err rae peer net ee error errr APD I amp ii ai em nm NTE apa er nn ne On Tn NTE Rane Tn RTE eden RE eee eee Copyright 2014 Pharmaserv Getting Started Guide Welcome McKesson Pharmacy Systems MPS welcomes you to the growing number of pharmacists who have selected the Pharmaserv pharmacy management computer system for their pharmacy business In today s retail pharmacy environment where cost containment is critical and the competition is fierce MPS is committed to providing the products services and third party support to help keep you profitable This guide provides you with vital information to help ensure the successful implementation of your Pharmaserv system The Pharmaserv Getting Started Guide is organized as follows Welcome provides an overview of the features in the Rx Processing and the Pharmaserv applications and other services offered by McKesson Pharmacy Systems such as customer support and label supplies Introduction to Microsoft Windows describes the key elements of the Microsoft Windows desktop and provides some basics for how to move around in windows and how to sele
31. e users reset or unlock accounts and designate a user as a store manager e Install all Pharmaserv software and upgrades e Maintain Microsoft Windows updates Consult with your MPS Field Installation Consultant for more information Copyright 2014 Pharmaserv Getting Started Guide 60 Create User Accounts Before creating individual accounts you should determine a naming convention to easily track accounts A simple naming convention would be to use the first initial and the last name For example John Doe would become Jdoe Complete the following steps to create a new user 1 Click the Tools icon on the desktop The Tools window displays similar to the following LE Tools ioj xi D gt S m Tools a Search Tools 3 Organize v Include in library Share with New Folder az s fil 3 Favorites Name Date modified Type Size BD Desktop COMM Service Utility 4 2 2013 2 25 PM Shortcut 1 KB a Downloads z Modem Configuration 4 2 2013 2 27 PM Shortcut 1 KB HR t PI za eal a Roca MPS DNS Manager 4 2 2013 2 27 PM _ Shortcut 1 KB G Libraries Ei MPS Service Manager 4 2 2013 2 27 PM Shortcut 1 KB Bj Documents aL Pharmasery System User Manager 5 22 2013 1 21 PM Shortcut 1 KB a Music fe Pictures F videos jmi computer amp ospisk C Log D cm Data Es cy MPS F co Backup H Sia Network 5 items 2 Double click the Pharmaserv System User Manager option The Pharmaserv System User Ma
32. e window displays similar to the following Internet E mail store D i a gt Enter your user name and password for the Following server Server 127 0 0 1 User Name Jstore D local Password o Save this password in your password list concel_ NOTE This window may display the first time for each user 2 Type store in the Password field 3 Select the Save this password in your password list check box 4 Click OK 5 The Inbox Microsoft Outlook window opens and retrieves all pending messages Copyright 2014 Pharmaserv Getting Started Guide 20 Log On To The Pharmaserv Application Before you log on to the Pharmaserv application all system preferences and users should be assigned by the System Administrator See the appropriate section if this information applies to you You can run the Pharmaserv application from the server or any client system Most people access the application from the client system using Terminal Services functionality When accessing the server the Pharmaserv application automatically opens to the Pharmaserv Logon window similar to the following Enter information in the fields listed below Field Enter User ID User ID assigned to you by the System Administrator Password Password assigned to your User ID for security From the Logon window you have the following options Click To Do This OK Indicate the Logon ID and password are correct and access the Rx Processing
33. edule Basis AWP Premium Schedule None v Minimum oe i Priority Price Fee Round NONE 7 topo Patient Price C Special Price C wach pach geac Lower ofthe two Patient Discount OC Generic Pricing Apply Max Mark Up Basis BRAND _ 7 Add On Mark Up Dn Min Price Add On LTC Non Oty Entry Oty Entry Basis Per Dose Add On Basis xf Add On Per Basis Add On PerRxMarkUp 00 Save Cancel Selecting the Type of Pricing Schedule to Add From Schedule Maintenance select the type of price schedule you want to enter from the Schedule Type drop down list box Enter a name for this schedule in the Name field and press Tab Click Yes to indicate you want to add a new schedule The appropriate pricing schedule window displays enabling you to enter the schedule Copyright 2014 Pharmaserv Getting Started Guide 45 Entering Price Schedule Type Select Price as the Schedule Type and a Price Schedule window displays similar to the following Schedule Maintenance Schedule Type ARINE M Price Schedule Basis AWP CC Premium Schedule None nimum Pona E T wo riority Price 00 Fee 00 Round NONE z topo Patient Price Name Cost Adjustment C Special Price z Mark UpiDown 00 Apply Tol AWP C wach pact eac Lower ofthe two Patient Discount TC Generic Pricing Apply Max soo Mark Up og Basis BRAND Add On Mark UpiDn Min P
34. erv Getting Started Guide 17 Understanding The Client Server Relationship The Rx Processing application is installed on the server system The server system holds and manages data that can be accessed by clients The client systems are connected to the server via a network The client systems allow multiple users to access and enter data that the server processes Pharmacists and technicians can access the application from anywhere in your pharmacy where a client is available You can establish basic System Preferences in Pharmaserv Administration at the server as to how data should be handled and how applications run These preferences determine what client systems can access and how data is processed Starting the Server The server is the main system Before you access the server for the first time using the Windows Server 2008 operating system YOU MUST CONNECT AND POWER ON THE MODEM if your system is equipped with a modem The person in your facility assigned as the System Administrator must start the server before any client system can access the Rx Processing application THE SERVER MUST BE LEFT ON AT ALL TIMES When the server is first accessed the Windows startup sequence begins The Begin Logon window displays Hold down the Ctrl Alt Del keys in sequence to access the Logon Information window You must logon to the computer by entering the Username and Password assigned to the server Valid users are set up by the Sys
35. g on the down arrow displays a list from which you may choose There are two types of drop down list boxes A list box that has a space between the field and the down arrow can be edited You can enter information in the field or make a selection from the drop down list List boxes that cannot be edited do not have a space before the down arrow To select a drop down list box click on the arrow to display the drop down list of options Then click on the selection NOTE You can use the Tab key to move from field to field on any window When the field or option is highlighted it is active for entry or changing Copyright 2014 Pharmaserv Getting Started Guide 16 Starting The System The Pharmaserv system consists of a server system and one or more client systems This section provides the following information e Before you start the day e Understanding the client server relationship e Procedures for starting your server system e Procedures for starting your client systems e Using Microsoft Outlook Mail e Using the Rx Processing application Before You Start The Day You should perform the following steps each morning before accessing the system 1 Verify end of day reports for accuracy 2 Check your mail for the following a Success of backup b Messages received from the system c Messages received from McKesson See the Using Microsoft Outlook Mail section for more information Copyright 2014 Pharmas
36. h main window on what is called the horizontal tool bar Selecting these buttons opens a different module Within each module additional buttons are available on the left side of the window commonly referred to as the vertical tool bar Selecting a vertical tool bar button opens a window related to the current module Copyright 2014 Pharmaserv Getting Started Guide 6 McKesson Pharmacy Systems Software Support Guidelines McKesson Pharmacy Systems provides software maintenance support which includes enhancements and new releases Maintenance support is also provided for all peripherals listed in your Purchase Agreement You can contact the Customer Support Department at 1 800 424 0444 Option 1 or listen to the menu for other options Monday through Friday 8 30 a m to 11 p m Eastern Saturday 8 30 a m to 5 p m Eastern Saturday on call coverage 5 p m to 9 p m Eastern Sunday on call coverage 9 a m to 9 p m Eastern McKesson Pharmacy Systems also offers a Customer Support Web site at www mckessonpharmacysystems com McKesson Data Backup Service is an automated cloud based service that continuously runs every 15 minutes to backup critical data elements for example your database necessary to recover Pharmaserv information in the event of catastrophic failure This data is stored offsite in secure underground mirrored data vaults Data is completely secure and protected at every step of the way using stringent procedures prot
37. heck box Only a Store Manager has permission to access the Pharmaserv System User Manager utility Click Submit to save you entry Click OK at the confirmation window Copyright 2014 Pharmaserv Getting Started Guide 63 Install All Pharmaserv System Software And Upgrades The Store Manager accounts are the only accounts that provide access to install Pharmaserv system upgrades To be compliant with your contract with McKesson Pharmacy Systems you must install all Pharmaserv software upgrades from McKesson Pharmacy Systems NOTE MPS does not support non MPS software and it should never be installed on your SERVER system You should contact an MPS support representative to determine software compatibility issues if you are considering the use of non MPS software on a client system Maintain Microsoft Windows Updates lf you are connected to the Internet Microsoft periodically releases system security updates A small yellow shield or globe icon may also display in the system tray When updates are available from Microsoft a message displays similar to the following New updates are ready to install Click here for more information Click OK or double click the icon and follow the prompts to install the updates NOTE Some system security updates require a system restart at the server system When necessary you are prompted to restart your system now or later When you decide to restart your system be certain that all users are l
38. hlighted Select Topic to display in a matching topic A Acton Options and Definitions Adding a Customer Adding a General Facility Adding a Frescriber in LTC Adding an LTC Facility Adding Line Items Adding Multiple Images Address amp Phone Maint Tab Fields and C Adjusting an Image Alerts Window Allergies Applying Filter AR Account Tab AR Invoices for Account Number wind AR Invoices for Account Number wind AR Preferences 4A Tab Field Definitions AR Account Tab Field Definitions Archive Images Window Archiving Images AR lnvoices Tab Field Definitions Assigning 4 Packing Box Location to an Assigning 4 Patient to a Facility Assigning HUA and Signa Codes to a Fa authentication Authentication Authentication Bank Teller Mode Batch Labels Window Batch Labels Window Fields and Comma Business Tab Business Tab Fields and Command Butto C fl Display Copyright 2014 Pharmaserv Getting Started Guide 33 Using Field Level Help On an Rx Processing window you can access Help at any time by pressing Shift and F1 to display an explanation of a field or area where the cursor is located On a Pharmaserv window you can access Help at any time by pressing F1 to display an explanation of a field or area where the cursor is located To access Help for a specific field on an Rx Processing window press Shift and F1 when the field has focus Field level Help overlays the
39. isplays the icon and the name of the application Even though the application appears to be closed it is still running in the background To restore a minimized window click that button representing the application on the task bar Maximize Button To maximize a window click on the maximize button Square The maximize button enlarges the window to its full size When a window is maximized all other running applications are in the background Restore Button When a window is maximized the restore button overlapping squares replaces the maximize button Click the restore button to restore the window to its original size Close Button After you have saved your work in a window close the window by clicking the close button x NOTE When you are closing a Remote Desktop Connection use the Log Off button in the Start menu instead of the close button You can also click File on the menu bar and then click Exit to close the window Changing the Height and Width of a Window In addition to minimizing and maximizing windows you can make windows larger or smaller if the window is NOT maximized To change the height of a window use the mouse to click and drag the top or bottom border The mouse pointer changes to a double sided arrow lt gt To change the width of the window click and drag the left or right border To change the height and width at the same time click and drag one of the corners Moving Window
40. it Size zz Markup Down wt a T Price Sched None z T No Refills Allowed Special Price Sched Clinical R CAUSES DROWSINESS BE CAREFUL W ALCOHOL ee io NYl MAY CAUSE DROWSINESS OR DIZZINESS P USE EXACTLY AS DIRECTED DO NOT DISCONTINUE Ingred Alt IDs Cancel Ready R 2 IR 2 ADMIN 9 9 13 2 34 PM Secondary Window The secondary window Item Summary above displays within a main window and usually displays as a result of a selection made from a tool bar or command button Exiting Rx Processing When you are done using Rx Processing and want to exit the application click the close box in the upper right corner of the main window A confirmation box displays Click Yes to exit IMPORTANT To exit or close a Remote Desktop Connection a terminal services session be certain to use the Log Off button Do not use the close button x Copyright 2014 Pharmaserv Getting Started Guide 30 Using Online Help Online Help is a convenient way to lookup information without leaving the application The Rx Processing and Pharmaserv applications provide context sensitive Help which means that you can read Help specific to the field which has focus Or you can use the Contents Index Search and Favorites Pharmaserv only options to view helpful information This section explains the following information e Accessing Help and using Index Contents Search and Favorites options e Using Field level Help e Identif
41. keep pace with today s rapidly changing health care industry Whether it s filling a new prescription pricing an Rx or generating a management report the Rx Processing application provides you with a wide range of practical and innovative features The Pharmaserv application provides access to Dashboard Rx Tracker and other optional modules Following is a brief overview of some of the features in the Rx Processing application e Complete prescription filling process You can quickly fill a prescription for a customer and automatically check the prescription information for third party billing requirements calculate prices copays days supply and provide patient warnings based on patient allergies and medical conditions and drug interactions The system supports electronic transmission of claims to third party carriers immediately after filling a prescription with Rx correction and rebilling options DUR response information can be transmitted Optional e Prescribing capabilities enable you to electronically submit refill requests receive refill authorizations and new Rxs using Surescripts e Pricing flexibility Pricing formulas provide complete control over pricing strategies You have the ability to apply premium add ons to improve profits MPS provides daily and weekly price updates The optional Auto Rx Net service automatically updates Pharmaserv price schedules based on competitive prices in your area Call your MPS representative for de
42. l tool bar button The Select Prescriber window opens similar to the following cer _ Copy OK ew Cancal 2 Enter the last name of the prescriber and click Retrieve to see if the prescriber already exists If not click New The Prescriber Maintenance and Prescriber Summary windows open similar to the following Be Processing Fin Ay Mody Bi Comm Reports SJ t vee Erren Tiber Maintenance SMITH SIMON Fit TT Mi acie gies dD yl Ae Single Sign On 12 x O d sie AO O Phones 72 J JF Dr I C O O SCST Prescriber Summary i State License N T a E A o mu a Pee CL Delete Mii aaua None Jo Swpenisingo Td Cagrier Code Participating 10 a Delete e Prescribar Alt IDs Cancal 3 Enter the information in the Prescriber Maintenance and Prescriber Summary windows NOTE The state license number is entered in the Prescriber Alternate ID Maintenance window For details about fields on these windows place the mouse pointer in the field and press Shift and F1 to display the online Help Copyright 2014 Pharmaserv Getting Started Guide 50 4 To assign an alternate ID number to the prescriber click Alt IDs The Prescriber Alternate ID Maintenance window opens Select an ID Type and enter the associated ID number Refer to online Help for field information if necessary 5 Click Save to save the information 6 Repeat steps 2 5 for each prescriber Entering
43. m Schedule window displays similar to the following Schedule Maintenance Schedule Type dala E Namel O Z oOo i Premium Schedule Category k k Amount ie Desc Amount Hf Broken Amount Amount Lot Save Cancel Enter the premium pricing information on this window Premium schedules are based on the attributes of an item defined in one or all of the four group boxes Define a premium dollar amount or percentage amount to add to or subtract from the final calculated price The premium schedule can be attached to a specific price schedule Refer to online Help for field information if necessary After entering information click Save Entering Special Price Schedule Type When Special Price is the Schedule Type selected the Special Pricing Schedule window displays similar to the following Schedule Maintenance Schedule Type RASTINA AE gt Name st o d Special Pricing Schedule Interpolation ALL sd Apply Patient Discount Interval Quantity Price Save Cancel Enter special pricing information on this window Special pricing enables you to define exact retail prices for specific quantities of a selected item Refer to online Help for field information if necessary Special Price schedules are attached to the item in the Pricing window in Item Maintenance After entering information click Save Copyright 2014 Pharmaserv Getting Started Guide 48 Entering Tax Information
44. maserv Getting Started Guide 7 McKesson Printing Services MPS offers the convenience of ordering prescription labels and forms directly through McKesson Printing Services a division of MPS Since 1981 Printing Services has been committed to providing high quality products and services at competitive prices to pharmacies nationwide McKesson Printing Services is a full service printing division The in house graphics department is available to assist you in designing labels and forms that incorporate your logo and unique business personality The labels and forms are printed at our Livonia Michigan facility To view label samples visit the McKesson Pharmacy Systems web site at www mckessonpharmacysystems com McKesson Printing Services has knowledgeable and courteous customer service representatives who are available to answer questions about their complete product line Business hours are 8 30 a m to 5 p m Eastern Monday through Friday with voice mail available at any time To talk to a representative call 1 800 521 1758 extension 8550 Introduction To Microsoft Windows Pharmaserv uses the Microsoft Windows Server 2008 operating system on the server and Windows XP or Windows 7 on client systems This section provides you with an overview of the Windows environment This section covers the following information e The Desktop e Using the Start Menu e Using the keyboard and mouse e Manipulating windows including opening sizing
45. mends that all third party carrier setup and maintenance information should be done with the help of an MPS representative e Prescribers e Businesses with which your pharmacy is connected e Patients Establishing Pricing Pharmaserv enables you to accommodate many types of pricing schedules Pricing takes into consideration many factors such as markups and markdowns to multiple types of costs unit dose pricing generic brand pricing patient discounting and more Enter your basic pricing strategies as a specific general pricing schedule Rules for copays discounts premiums and special pricing are entered separately Following is a brief explanation of the types of pricing schedules Schedule Type Price Default Enables you to add price detail for use when pricing Rxs Default price schedules cash pricing are the starting point for all Rx pricing This identifies cost basis markups fees etc You must establish at least one price schedule for your default pricing A schedule for copayments based on patient age Rx cost Rx price or days supply Discount Enables the calculated price of each Rx to be adjusted by a specific amount usually associated with a patient The basis of the discount may be Rx price Rx cost and or patient age MPS provides a default discount pricing schedule based on age as part of your base data supplied with your pharmacy system You can use this schedule or modify it as needed Only one age disco
46. moving and closing windows e Using the menu bar commands e Selecting options within a window Copyright 2014 Pharmaserv Getting Started Guide 8 The Desktop ww O zOMAATER ajian CDe laia LE T Hla tm eek py AOSE EAEI Reo ole bIo Foncetah Sale RS piocessirg M C K S S O N mm He Da Tools Statio Ermat LA viaja aia eisa eal AN jen chis WH UOP Bt ssa m Aan 2 F a The Desktop displays all of the shortcut icons you have on your system The Start button at the bottom left enables you to access all of the programs and applications on your system from the Start menu Rx Processing Icon Double click the Rx Processing icon to access the Rx Processing application This is where you spend most of your time on the system utilizing business patient prescriber third party information etc es A Rix Processing Pharmaserv Icon Double click the Pharmaserv icon to access Dashboard Rx Tracker and other optional modules Pharmasery NOTE Sample windows included in this document may display options available only when optional Long term Care or Accounts Receivable modules have been activated Copyright 2014 Pharmaserv Getting Started Guide Using the Start Menu The System Administrator see Appendix B accesses the Rx Processing and Pharmaserv applications by double clicking the appropriate icon from the Desktop on the server Other users can access the applica
47. nager window displays similar to the following Phamarery System User Hansyer Select the fanchen vou wah to periorne C Create user Copyright 2014 Pharmaserv Getting Started Guide 61 3 Click the Create user bution A window displays similar to the following Pharmasery System User Manager Select the function you wish to perform Create user C Manage existing user Enter user name to create Submit Close 4 Type the name of the user in the enter user name to create field You can enter up to 20 characters You cannot use spaces and it is strongly recommended not to use special characters NOTE To designate the user as store manager check the Store Manager check box The Store Manager check box displays after you type one character in the Enter user name to create field similar to the following Enter user name to create Store Manager Submit A Store Manager is a user with privileges to manage create modify delete etc other users and to run Pharmaserv upgrades 5 Click Submit to save your entry A confirmation window displays with the initial password for the account The user is required the first time they log into the system to use this password to access the system and create their own personalized password Passwords must have a minimum of at least one upper case alpha character one lower case alpha character one numeric character and one special character Pas
48. ng the open window Using the Mouse When using the mouse selections are made based on how you move and click the mouse Make selections with the mouse using the following techniques Click is used throughout the guide and it always refers to using the left button on the mouse e Click means move the mouse pointer to a selection and press and release the left mouse button This technique selects an object or performs an action e Double click means move the mouse pointer to a selection and then press the left mouse button two times in rapid succession This technique selects and opens the selection For example double click the icon on the Desktop to open the Pharmaserv application e Click and drag means move the mouse pointer to a selection click on the selection and then continue to hold down the left mouse button while you move the mouse from one place to another across the window e Right click means press and release the right mouse button This technique displays a menu to enable other commands Copyright 2014 Pharmaserv Getting Started Guide 11 Manipulating Windows in Pharmaserv Windows can be opened closed selected moved and sized To start an application from an icon double click on the application icon Scrolling Through Windows When a window cannot display its entire contents horizontal and or vertical scroll bars display Below is a sample window that is sized too small to display its entire contents A
49. nguage Label None M Pl cf Med ci CS Smoker Pregnant z NPPACK UNKNOWN sd Patio i Medicare PDP z Eligibility Checked _ Chk Eligibility gc amo rrr ke Sch None z DiscSch Addon T Tax Exempt AR Acct Info Account Type NONE gt Refresh Pharmasery Price Check Alt IDs New Rx Cancel 4 Enter other information in the fields in the Profile area and click Save 5 Assign the patient to a family or as the Head of Family when prompted Instructions for assigning a patient to a family can be found in the online Help 6 Click OK to exit the Select Family window 7 Enter information in the remaining Patient Maintenance fields 8 Enter information in the Patient Summary areas 9 Click Save to save the information Entering Additional Patient Information While not required you may enter the following additional patient information Allergies Medical Conditions Insurance Coverage Vital Signs Counseling Information and Notes Copyright 2014 Pharmaserv Getting Started Guide 55 To enter patient allergies 1 Enter allergies by moving the focus to the Allergies view area 2 Click the Maint vertical tool bar button 3 Click Add 4 Enter information as needed 5 Repeat steps 3 and 4 to add other allergies 6 Click Save to return to the Patient Summary window To enter patient medical conditions 1 Move the focus to the Medical Conditions view area NOTE For use in adjudication the me
50. nt Group Box Prescriber Tab allergies alternate identification alternate language Alternate Language Description Maintenanc Alternate Language Description Maintenanc Alternate Languages Group Box Alternate Alternate Languages Group Box Code Mai AR Acct Info Group Box Archiving Data Assigned transferred head of household to C Assigned transferred patient to Group Box Assigned transferred prescriber to Group Bo Assigned transferred responsible prescriber Assigning a Default Printer for Hardcopy Cla Assigning a Default Printer for Labels and M Assigning a Discontinue Date to an Rx Assigning a Patient to a Family Assigning Cash Coverage Defaults Assigning Caution Messages to an Ax Assigning Coverages Assigning Medical Conditions to an Rx amp ssionina Price Schedles or Smercial Price Display Copyright 2014 Pharmaserv Getting Started Guide JoL Rx Processing simplifies and streamlines prescription processing by linking Rx information to carrier and patient billing Using Rx Processing you can easily fill and refill prescriptions generate labels produce Patient Information Leaflets and establish and maintain dispensing information Rx Processing also facilitates your ability to perform the following processes e Business Maintenance Establish and maintain mailing address contact name telephone number and other supporting information about the various businesses your ph
51. ocols and standards You will receive a nightly e mail from MPS that can be viewed through Microsoft Outlook displaying basic statistical information regarding the prior day s backup Contact Pharmaserv Product Support for assistance if you are not receiving these e mail messages or are having trouble viewing them A notification is sent to MPS whenever a backup fails The MPS System Support department will contact you to troubleshoot and resolve the issue See the section Using Microsoft Outlook Mail in this guide for more information McKesson Pharmacy Systems assumes no responsibility for re creating data destroyed by hardware malfunctions operator misuse or abuse If you request additional software support services such as file re creation or other services not covered MPS provides the services within its reasonable capabilities and at the existing service rate If you lose or corrupt the data on your system MPS restores your Pharmaserv system software and data and the operating system MPS is not responsible for restoring other software or data on your system In addition when MPS is performing maintenance to your system no one should attempt to access the system unless specifically instructed to do so by MPS personnel To begin using the system prior to MPS completing its work and or without our Knowledge can cause loss of data and programs MPS is not responsible for loss under any of the above conditions Copyright 2014 Phar
52. ogged off the Rx Processing and Pharmaserv applications and logged off from the Remote Desktop session To verify you have the latest updates installed 1 Open Internet Explorer and click Tools 2 Click Windows Updates and follow the prompts on the Windows Update window Service Pack Updates Please contact MPS before loading Service Pack Updates from Microsoft as these must be approved by MPS prior to installation McAfee VirusScan McAfee VirusScan is the virus protection software approved for use with systems from MPS The system is configured to automatically pull updates from the following URLs if connected to the Internet If FTP fails it tries HTTP FTP ftp ftp nai com commonupdater or HTTP hitp download nai com Products CommonUpdater Rebooting restarting The Server MPS suggests rebooting your server for only the following reasons e A Pharmaserv Upgrade instruction e After a Microsoft Windows Update e As requested by an MPS representative Copyright 2014 Pharmaserv Getting Started Guide 64
53. on click on the name NOTE The optional Accounts Receivable or Long term Care modules can be accessed from the Pharmaserv application menu bar similar to the following lt Pharmasery File Edit Select Biling Supply Management Utilities Maintenance Administration Reports Window Help Copyright 2014 Pharmaserv Getting Started Guide 14 Selecting Elements on a Window Following is a description of the various elements command button field radio button check box drop down list box on a window A sample window illustrates the various elements Rx Processing BEIEs z 7 3 A Single SignOn al x File Rx Modify Bill Comm Reports Interfaces Window Help lusiness TABLET oo o o z Drop down List Box voc AST Po size M code E es Unit ofMeasure v Potency Unit Code UNSPECIFIED v l NADEAN Required Il Reason for GHB Required Item Summary vento S T TEF Radio Button mice ricing Brand T No Substitutes Allowed AWP 298 04 Last Update E C Generic T Multi Source ACQ 234 07 Last Update 11 08 2004 Single Source Innovator MAC 4 14 Last Update 01 01 2005 Defaults Preferred Inactive Unit Size kh e Markup Down Lot os Expires sd Price Sched None o Refills Allowed Special Price Sched Clinical Command a CAUSES DROWSINESS BE CAREFUL W ALCOHOL ee ______ MAY CAUSE DROWSINESS OR DIZZINESS P_ USE EXACTLY AS DIRECTED
54. on sample below is available when the field that has focus has an associated Maintenance window htaint The Maintenance vertical tool bar button Alt M brings up the appropriate Maintenance window For example if any of the address fields have focus and this button is selected the Address Maintenance window opens Codes can be quickly accessed via the Maint tool bar button for those codes that can be modified For example if you place the focus on the Instr or Single Line Edit no label field for an Rx and then click Maint the Signa Code Maintenance window opens enabling you to enter a new Signa Code Ask your trainer about other Code Maintenance shortcuts using Ctrl D Copyright 2014 Pharmaserv Getting Started Guide 21 Field Information Colors The Rx Processing application uses specific colors to help you easily identify field types Teal background bold field label Field is required You must enter information in this field before the information in the window can be saved Gray background Field is display only and cannot be edited White background An entry field that is not required optional Pale Yellow Display only field which cannot be edited directly but has maintenance functions available for editing or can be edited in another window For example patient date of birth is pale yellow on the New Rx window but can be edited on the Patient Maintenance window Fields with Multiple
55. ontains introductory information that helps you understand the online Help in the Pharmaserv application Menu Bar describes the commands and functions available from the menu bar Accounts Receivable provides an overview to the optional Accounts Receivable module Long term Care provides an overview of the optional Long term Care module Pharmacy Navigator provides an overview to the optional workflow management module Copyright 2014 Pharmaserv Getting Started Guide 32 Point of Sale provides information on eight features available in the optional Point of Sale module Point of Sale Register provides information on the main window of Point of Sale register window Report Manager provides an overview to the Report Manager module which enables you to view print and schedule reports Signature Center provides an overview to the optional electronic signature capture device Supply Management provides an overview to the Supply Management module Glossary provides access to an alphabetical list of terms used in the Pharmaserv application When you click the Search tab a window opens similar to the following 67 Help Topics McKesson Pharmacy Manag gt Hide Back Forward Print Contents Index Search Favorites Type in the keyword to find Type what you want to find and matching Ir words display Click a matching word or a click a topic and click Display The system __List Topics searches and displays the word hig
56. ounsel vertical tool bar button 2 Click New 3 Enter the information as needed 4 Repeat steps 2 and 3 for each counseling session 5 Click Save to return to the Patient Summary window To enter notes about the patient 1 Click the Notes vertical tool bar button NOTE Be certain that the focus is not in the Allergies Medical Conditions or Carrier Cvg areas 2 Select the Note Type from the drop down list box 3 Enter information in the Note Text area 4 To add more than one note click New Note and then repeat steps 2 and 3 5 Click Save to return to the Patient Summary window Copyright 2014 Pharmaserv Getting Started Guide 57 Appendix A Base Data To enable you to begin using your Pharmaserv system McKesson Pharmacy Systems has provided some base data already loaded on your system This chapter identifies the base data that has been loaded Item File An extensive item file has been loaded to your system Customers converting from a competitor s system have the Drug File converted if requested and if you provided MPS with printouts of your pricing strategy an MPS representative creates the pricing schedules for you Pricing Schedules A default Price Schedule based on AWP is provided with your system No fees have been applied A default Discount Schedule based on patient age is also provided with your system You may use either pricing schedule or modify as needed Cash Carrier A cash carrier has
57. pay amount dollar value or percentage to be added to an Rx under this pricing schedule Select the Basis of the copay from the drop down menu The copay amount is determined by your choice in the Basis field Refer to online Help for field information if necessary After you have entered information click Save Entering Discount Schedule Type When Discount is the Schedule Type selected the Discount Schedule window displays similar to the following Schedule Maintenance Schedule Type DISCOUNT vl Basis PRESCRIPTION PRICK Interval Minimum Maximum Amount Next Schedule Name x Discount Schedule Maximum Discount 00 Save Cancel Enter discount pricing information on this window Pricing intervals are the pricing minimum and maximum range discount amount dollar value or the percent of discount to apply to an Rx under this pricing schedule If both the Amount and are used the price is calculated to subtract the dollar amount first and then subtract the percentage amount Refer to online Help for field information if necessary After you have entered information click Save NOTE To verify the discount applies to the appropriate schedules check the Apply option for that schedule in the Patient Discount area on the Price Schedule window Copyright 2014 Pharmaserv Getting Started Guide 47 Entering Premium Schedule Type When Premium is the Schedule Type selected the Premiu
58. racter code When filling Rxs use this abbreviated code instead of typing all of the city related information each time MPS recommends you establish your most frequently entered cities as city codes before entering your initial information 1 Access the Rx Processing application 2 Access Code Maintenance by clicking Code from the Modify drop down menu 3 Click the City vertical tool bar button to access City Code Maintenance A window displays similar to the following City Code Maintenance City Code City State ZipCode B Jena ft J 882859 feo ft 48159 Mo monwa rae Max Bsssssssssssssssssss_ MI_ _ 48829 fw ft 8885 Mosco mosco 0 J omz ow Jove fejl esy Mum fiasase ft 569 BoutH BOUTHLYON 4174 pec lazsors2 ft ef 982857 STF BOUTHFIELD AL 2 mo faroese ft JL 9825 Ty fPooNsviLtE JL 4g Delete Save Cancel 4 To add a city code click Add and type up to five characters to use as a code for each city state and Zip Code you use frequently You can enter this code in place of the actual city state or Zip Code NOTE Many pharmacists prefer to use the last three digits of the Zip Code for the City Code 5 Enter the city state and Zip Code to associate with the code For details about any of these fields place the focus on the field and press Shift and F1 to display the online Help for the field 6 Click Save to save the
59. ready to establish other information to help you start using your pharmacy system From the File menu click Exit to exit Pharmaserv Administration Establishing Your Pharmacy Profile You must establish information about your pharmacy before you begin filling prescriptions This profile information is used throughout the system 1 Access the Rx Processing application 2 Select the Business module either from the Modify menu click Business or by selecting the Business horizontal tool bar button The Select Business window opens similar to the following iF fe Processing Tw pawe I Hame mws OOOO state C m JA Prone Ready wen EST ADAN US 1247 FM Copyright 2014 Pharmaserv Getting Started Guide 41 3 Click OK if the Pharmacy name is listed or click Pharmacy from the Type drop down list box and click New The Pharmacy Maintenance window opens 4 Enter or select the appropriate information for each field 5 Remember fields that are required display with a teal background If you need information about the group field press Shift and F1 to display the field level Help for details 6 When all information is correct click Save to save the business information Establishing City Codes Many modules within the Rx Processing application require you to enter an address for a patient prescriber carrier etc City Codes enable you to enter city state and Zip Code information by entering up to a five cha
60. rice Add On nit Dose Retail LTC Non Oty Entry Qty Entry Basis Per Dose Add On Basis v Add On Per Basis Add On PerRxMarkUp 00 Save Cancel NOTE The Basis field in the Generic Pricing area above defaults to BRAND This indicates the brand name item cost is used as the basis for calculating the generic selling price for generics using this schedule Select the GENERIC option from the Basis field to price a generic item from its own item cost When you complete entries in this window click Save Then click Interval to enter the pricing intervals Pricing intervals are the pricing minimum and maximum range fee amount dollar value and the fee percent to be added to an Rx under this pricing schedule If both the fee amount and fee percentage are used the price is calculated to add the dollar amount first and then add a percentage Add as many interval levels that you need Click Save to save the intervals Entering Copay Schedule Type When Copay is the Schedule Type selected the Copay Schedule window displays similar to the following Schedule Maintenance Schedule Type Slavs z Name Cd Copay Schedule Basis PRICE Apply Patient Discount Interval Minimum Maximum CopayAmount Discount Schedule Next Schedule Save Cancel Copyright 2014 Pharmaserv Getting Started Guide 46 Enter copay pricing information in this window Pricing intervals are the pricing minimum and maximum range co
61. rmacy Systems Software Support Guidelines cccccccccsssssesseeeeceeceaeeeeeeeeeeeeeeeeaeeeeees 7 NICK CSSOm PrimtimO ServiCes saan acetic aes encmte ad ats enacted aneanactenecnsad aug canees ice iadanpaaeetnicceedd sods meade 8 Introduction TO Microsol Windows s seis atrssced ona ineen E 8 THODE KIO 0 memerrnenrenee sare att teem rr arene On tnt er nee Sree eRe ND ten Tr RRN MT ENT ORT CRO ca re 9 Usne tae Stark Moisen a a N 10 Usmo he Keyboard and MOUSE caschi eia E EE E T i 11 Manip latine Windowsin PharmasciY cecs E AT 12 Changing the Height and Width of a WindOWarsiiorsscnaitscnssnsi iieiaei aaa aiii 13 NWO Vi W mdows and ICONS icre r 13 Vane Tin Me nu B iera E E 14 Se lectime Elements oma WINDOW cin ata tecrena din ae E E E A Nieaniadytes 15 Sarno TNE Sy Ue TN actrees eae acter a ea eal neal atin Aah algae tana aca Guin Aone aacaal eat tae eaten cones 17 Barore You Start Ene Day eaa A E E tea leaienw neat aielansateals 17 Understanding The Client Server Relationship seceriiineraiaciii oinn aaia 18 EAI EN SUV Claas sas tanec sae hea E tata te dete a hea dea head eee te ea T 18 Starine he Cents yS 628i cctaantucacen cic ta aaa E mUaaiwaaceedieaahdaaitedes 18 Using Microsoft Outlook Mats sccesaiss tesessvsareanvendverssestseasvendsiedupnatnesvenden taser tanenesadsuderpateecdsadietaubautadseeadens 20 los On To The Pharmasery App iCall OM sais ie cat inde a adn aeeetasnieseoneede 21 SMA NY eee E E E E ccc ceca ce E EAE tah eA ee ebeee 23
62. rmaserv Administration module because this is where your system administrator sets system preferences and assigns IDs and passwords for all authorized personnel Customize your system by completing the following three steps 1 Set your System Preferences in System Administration 2 Establish your pharmacy profile in the Rx Processing application 3 Enter the city codes for your patients prescribers and businesses in the Rx Processing application This section briefly explains how to complete the three steps above Setting System Preferences System Preferences are established in System Administration on the server MPS recommends that the System Administrator establish this information before any data entry begins Access the Pharmaserv Administration application by clicking on the Pharmaserv Administration icon below Pharmasery Administration The default is ADMIN for both the Logon ID and Password Click Admin on the menu bar and then click Preferences The Business tab displays on the Preferences window similar to the following A Pharmasery Administration File Tasks Admin Configure Window Help Preferences Business Counseling MediSpan Ax Table IDs DaiyRpts Pricing Sinar Acquisition Cost Default Display iis le SRS v Schedule Drug Reporting MAC Source Default File MACWIDPA v V Enter Pickup ID atthe time of dispense Price Region File Medi Span x State Requirements for ntl x
63. rom the Type drop down list box then click New The Business Maintenance and Employer Maintenance windows open similar to the following 2 Business Maintenance New Profile Type EMPLOYER Name P Employer iol ses O O Ooo o state apes Phone ray J T Contact _ TTite Employer Maintenance Insurance Co 7 Address o City State __ zp Pnone I Contact Title Add Delete Save Cancel Enter information in the Business Maintenance and Employer Maintenance windows Click Save to save the information Copyright 2014 Pharmaserv Getting Started Guide 52 Entering Facilities To enter facility information e g nursing homes hospitals select Facility from the Type drop down list box then click New The Business Maintenance and Facility Maintenance windows open similar to the following e Business Maintenance New Protile Typeface Name Address o City Livonia xl State oK zpksisoji Prons kraoll W Contact Title Facility Maintenance acility mmm Wwe None a bene Contacts Cancel Enter the information in the Business Maintenance and Facility Maintenance windows Click Save to save the information Entering Suppliers To enter supplier information e g wholesalers select Supplier from the Type drop down list box and click New The Business Maintenance and Supplier Maintenance windows open similar to the following A Business
64. s and Icons You can move windows and icons to different places on your Desktop To move a window 1 Click in the title bar of the window and drag the mouse to move the window where you want it The title bar is part of the top border of the window As you move the mouse pointer an outline of the window moves with it For an icon the mouse pointer changes to a black and white outline of the icon that moves as you move the mouse 2 Tocancel the move press Esc before releasing the mouse button When the window or icon is positioned where you want it release the mouse button Copyright 2014 Pharmaserv Getting Started Guide 13 Using the Menu Bar The menu bar is located below the window s title bar and provides access to several menu options The following is the menu bar for the Rx Processing application Fey Rx Processing File Rx Modify Bill Comm Reports Interfaces Window Help To display a menu move the mouse pointer over the menu name and click with the left mouse button A list of commands display Dimmed options are unavailable Below is a sample Rx menu Fy Rx Processing File Rx Modify Bill Comm Reports Interfaces Windo PatientiRx Ctrl F i Batch Refill EE DUR Screening Price Check Ctri k Refill Reminder view Item Sales Rx Transfer Rx Tracker Ctrl e Ear Statis Delivery Receipt e Prescribing Status State Schedule brug Reporting Queue To select a menu opti
65. swords are valid for 90 days at which time you will be prompted to create a new password Copyright 2014 Pharmaserv Getting Started Guide 62 Managing Users You can disable enable and delete users reset or unlock accounts and designate a user as a store manager Complete the following steps to manage existing users 1 2 Click the Tools icon on the desktop The Tools window displays Double click the Pharmaserv System User Manager option The Pharmaserv System User Manager window displays Click the Manage existing user button The Select user to manage drop down list displays Select the name of the user for which you want to make changes Your window should look similar to the following Pharmasery System User Manager Select the function you wish to perform C Create user C Reset Unlock account Manage existing user C Disable user Enable user Delete user C Update user Select user to manage Julie ha Submit Close Perform one of the following actions e To reset or unlock a user account select the Reset Unlock account button NOTE If you reset a user account a temporary password is provided for you to create a new password e To disable a user select the Disable user button e To enable a user select the Enable user button e To delete a user select the Delete user button e To designate a user as store manager select the Update user button and then check the Store Manager c
66. tails e Total third party control When filling prescriptions you can enter and edit all data required by the third party carrier as well as plan and group variables This enables you to reduce carrier rejects and efficiently handle third party processing e Detailed patient profile information The Rx Processing application enables you to enter detailed information about your patients including insurance information vital statistics patient counseling information allergies and medical conditions e Extensive reporting capabilities The Report Manager module enables you to schedule and print a variety of reports for Pharmaserv and other licensed products e Business maintenance Establish and maintain mailing address contact name telephone number and other information about the transfer pharmacies and various companies with which you do business e Extensive prescriber profiles You can enter and maintain information on any person prescribing medication including doctors physician assistants and dentists This information includes licensing and carrier participation e Online Help The online Help provides procedures window explanations and field definitions Access the online Help at any time within the Rx Processing or Pharmaserv applications To help you use these features the system incorporates user friendly tool bar buttons to represent common functions These buttons are located across the top and below the menu bar of eac
67. tem Administrator Once you have entered the valid login information click OK to continue The Pharmaserv logon window displays Most facilities use multiple clients to access and run the Rx Processing application on a daily basis Starting the Client Systems Once the server is started you can turn on client systems and access Pharmaserv The Remote Desktop component of Microsoft Windows Server 2008 enables you to use the Remote Desktop Connection on your client system to access the Rx Processing application on your server system When you turn on a client system the Windows startup sequence begins The Begin Logon window displays Press the Ctrl Alt Del keys to access the Logon Information window You must logon using the Username and Password assigned to you Once you have entered the valid login information click OK to continue The Windows Desktop opens NOTE The Pharmadmin user should be used only for initial setup The Store Manager user can be used for daily Pharmaserv functions Copyright 2014 Pharmaserv Getting Started Guide 18 1 Click the Pharmaserv Remote Desktop icon shown below Pharmasery Remote Desktop 2 Enter your server name and click Connect NOTE If your server name does not display please contact your MPS Implementation Project Manager A similar window opens and prompts to enter your Username and Password 3 Enter your Username and Password Click OK You now have remote access to
68. text is selected a new topic displays Selecting a Pop Up Window When a pop up window is selected a window pops up with additional information about the selected text To close a pop up window click in the pop up window or anywhere else in the Help window Help Command Buttons in Rx Processing Command buttons in the Rx Processing application display at the top of a Help topic window to make finding information easier as shown below E Rx Processing Help w S amp r Hide Back Print Options Big tis Processing Overview Fe System Start up Fe Windows Ayailable in As Processing Tab Option book icons represent chapters index Displays an index of key words in online Help Search Enables you to locate Help topics by entering a word or phrase Rx Processing simplifies and streamlines prescription processing by linking Rx information to carier and patient billing Using Rx Processing you can easily fill and refill prescriptions generate Enables you to print the selected topic or the selected heading and all subtopics Enables you to access various options in Help including Back Forward and Print To exit Help click Exit or click the close box Help Options in Pharmaserv A Help topic window in the Pharmaserv application displays similar to the following Copyright 2014 Pharmaserv Getting Started Guide 35 Pharmasery E Help Topics McKesson Pharmacy Management S
69. tions from a client system To access other programs on your system click the Start button When you click on the Start button the Start menu displays similar to the following iA A Internet Explorer eee f bia Command Prompt tag ai Notepad lees Documents Computer Network Control Panel Devices and Printers Administrative Tools Help and Support Ruri rs All Programs Windows Security Search programs and files 2 Log off Click All Programs to access a complete list of programs available on your system To shrink an application window into a taskbar button at the bottom right of the window use the minimize button minus sign in the upper right corner of the window as shown below By minimizing the window you can clear space on the Desktop without exiting active applications When you access the application from a client system you are using functionality called terminal services This is covered later in the Starting The Client Systems section Copyright 2014 Pharmaserv Getting Started Guide 10 Using the Keyboard and Mouse Use the keyboard or a mouse to move around the Desktop General directions about the mouse and keyboard are provided below Using the Keyboard When using the keyboard selections are made by pressing one key or a combination of keys When two or more applications are open you can hold down Alt and then press Tab to change to other applications without closi
70. tton Explanation Business Building icon Opens the Select Business window enabling you to access the functions in the Business module a Enter information about your pharmacy and the l companies e g employers manufacturers Shortcut Ctrl B suppliers other pharmacies with which you do Business business Carrier Coverage Card icon Opens the Select Carrier window enabling you to select and enter information about the carriers that you bill Shortcut Ctrl A Copyright 2014 Pharmaserv Getting Started Guide 29 Tool Bar Button Explanation ltem Capsules icon Shortcut Ctrl I Patient Person and Vial icon i Shortcut Ctrl R Prescriber Medical symbol icon Prescnber Price Check Dollar Sign Check Mark icon 3 7 Pice CK Shortcut Ctrl E Shortcut Ctrl K CAM Status Traffic Light icon Shortcut Ctrl T Pharmaserv Letter P and Globe icon Bharmaseny Shortcut Not Available Opens the Select Item window enabling you to access the functions available in the Item module Establish information about the items you dispense including clinical information and pricing Opens the Select Patient Rx window enabling you to access the functions available in the Patient and Rx modules Fill and refill Rxs and enter information about your patients and Rxs Opens the Select Prescriber window enabling you to access the functions in the Prescriber module Establish
71. unt schedule is allowed Special Price Pricing to designate retail prices for a specific quantity of a selected item e g 30 of an item is 3 00 60 of the item is 5 50 etc Premium An addition or subtraction to the calculated final price of an Rx based on the dispensed item s form category class and or type Copyright 2014 Pharmaserv Getting Started Guide 44 MPS provided a Pre Install Guide with worksheets for helping you determine your pricing strategies You can use these worksheets to help you enter the pricing schedules If you provided MPS with printouts of your current pricing strategy an MPS representative has already created your pricing schedules for you All types of price schedules are established by using Schedule Maintenance To access the Schedule Maintenance window click Modify to display the menu similar to the following Fes Rx Processing File Rx Modify Bill Comm Reports Interfaces Window Help eR Mass Change a 3 F ic Carrier Ctrl 4 eal F sie Presenber Business Price CK Prescriber ctrl E Item Ctrl I Business Ctrl B Manufacturer Price Schedule Maintenance Tax Brice Schedule Assignment Maintenance Code Ctrl a Price List Maintenance Cash Carrier Maint Medi Span Caution Code Facilitator Maintenance Click Price Schedule Maintenance and a window displays similar to the following Schedule Maintenance Namel Cd YI Price Sch
72. window similar to the following peesrng E Rx Processing Help ma x i J dify Bill Ma Hide Bach Print Options Carier Profile Last D e f Contents Index Search E Rs Processing Overview w System Start up Select a new Signa Code from the drop down list box This code defines the dispense dosage and route m Windows Available in Rx Processing of administration Address HowTo cs NS Reference Materials Cyg Ni ltem y DAW OL atyw RI Instr T 7 E Last ps New 19 Other options available on the Help menu include Pharmaserv Application Description Help Topics Opens Help on the Contents tab About Pharmaserv Displays Version and License information Medispan Imprint Image Displays Medi Span database and License information Information Copyright 2014 Pharmaserv Getting Started Guide 34 Jumps and Pop up Windows in Help Help topics can include text or graphics that link to other Help topics or to more information about the current topic These are called jumps and pop ups and they are identified by underlined blue text Jumps take you to a related topic while pop up windows define the underlined term and display over the topic so you do not have to exit the current topic to obtain this information Selecting a Jump To select a jump in Help click on the blue text or press Tab until the text is selected then press Enter When the underlined
73. ying other Help menu options Accessing Help There are several methods to access Help You can open the Help menu and search for Help by using an Index Contents or Search option and you can use Field level Help from within the application To display an index of Help topics click Help from the menu bar and then click Help Topics The following windows vary slightly when accessed in the Pharmaserv application Fy Rx Processing File Rx Modify Bill 2 Item Maintenance TYLENOL 500MG TAB Hotes Profile Comm Reports Interfaces Window Help Help Topics Product Support 4bouk Rx Processing Prescnber The Rx Processing Help window opens similar to the following A MG Hide Back Print Options Contents Index Search Type in the keyword to find f Abandoning All User Overrides in MAC Souks Accessing Rx Maintenance Details from the acquisition cost Acquisition Costs Group Box Pricing winde Activating an Rx on Hold Adding a New Carrier Using the Carrier Impe Adding a New Carrier Using the Carrier Impe Adding a New Item Using the Item Import D Adding a Patient to Pharmasery with HL P Adding a Prescriber on the Fly Adding Items on the Fly Adding Axs to the Batch Refill Queue Additional Amount Additional Amt Respons address Address Maintenance Window Address Maintenance Window Command B Age Group Group Box Patient Date of Birth Agent Group Box Pharmacy Tab Age
74. ystem Ho gt g Hide Back Forward Print Contents Index Search Favorites Previous Next k H or A Sorting Filtering 2 Introduction QAM Printing a a Repot a Aepart i Release Notes Online Help and User Interface Features Printing l Report Menu Bar Long term Care l Use the Report Manager window to print reports Accounts Receivable Paint of 5 ale To print a report Report Manager Glossary select the report you want to print in the Alanon Tab Option book icons represent chapters ndx Displays an index of key words in online Help Search Enables you to locate Help topics by entering a word or phrase Favorites Enables you to save topics you view frequently Back Enables youto view the topic before the current topic Forward Enables you to view the topic after the current topic Previous o Next Enables you to print the selected topic or the selected heading and all subtopics Enables you to display the previous topic in a browse sequence Enables you to displays the next topic in a browse sequence Browse Sequence is the unlabeled area above the right frame and it displays a series of topics in a specific order You can select a browse sequence from the drop down list below the Previous and Next options To exit Help click the close box Copyright 2014 Pharmaserv Getting Started Guide 36 Customizing Your System Most users do not have access to the Pha

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