Patient Record Epic for Patient Record and Prescription Requests is LIMS-6728, contains almost 30 tickets as of December 2017

The patient record consists of Episodes, which are individual hospital visits or billing incidents for the patient, and the component parts of these episodes. We break the episodes down into discrete "Medical Record Groups" to keep related documents and parts together.
For Clinicians, all workflows related to prescriptions begin at the patient level. All prescriptions must be tied to a patient (although refills and prescriptions from doctors outside of the hospital have abbreviated workflow options through the Point of Sales Screen.)

Feature	Type	Function
Medication Record Group	Episode Record Group	Displays the medications, vaccines, and anthlemintics administered during the course of the episode
Prescriptions Tab	Web page Tab	Contains a list of all current and past medications for a patient
Prescription Request Forms	Window	Contains all the fields necessary for a clinician to submit a prescription request to the Pharmacy, or to create an external prescription intended to be filled outside of your hospital. The workflow also supports a student submitting the prescription to a supervising clinician for a final review.
Vaccine Report	PDF Report	Displays the list of vaccines administered to the patient, to be printed as proof of vaccination
Add Rx Button	Shortcut	Opens up the Prescription Request form from the episode header
Add Medication ButtonLIMS-6134, Add shortcut for "add medication" to episode header, UMON requirement	Shortcut	Opens up the Medication Record Group if it was not yet added to this episode

Medication Record Group

The Medication Record Group is the portion of the VetView patient record that records all medications administered to the patient during the episode. It also provides a place to record any medication the patient is currently on from external sources. (e.g. any information faxed over from the RDVM, verbal confirmation from the client, etc.) This allows you to include a complete medical history for the patient on their prescription chart.
VetView always includes three quick links on the medication tab: A link to write a new prescription (opens the Prescription Request Form), a link to add a prior medication, and a link to add an Over the Counter Sale item. A fourth quick link, Add Usage / Waste, is only available if there is a usage/waste log entry already linked to the episode. See Drug Disposal Form.

Add Medication

This section should include prescriptions written and dispensed prior to the patient visiting your hospital, vaccines administered (for the vaccine report), and for treatments of specific parasites in the past, any anthelmintics given. "Other" is also an option if the client or RDVM included details on nonprescription items, such as shampoos. Vaccines and anthelmintics added as part of the current episode should be tracked here as well, as this is what generates the Vaccine report.
Note that vaccines and anthelmintics administered during the current episode will be automatically added when either; prescribed, dispensed from a CDM, or billed.

Feature	Type	Function
(Combo Box)	Drop down selector	Allows the user to choose between vaccines, anthelmintics, and "other" for entry of the prior medications given to the patient
Date	Date Picker	The date that the patient received this medication, if known
Drug Name	Text Field	The name of the drug or product administered to the patient previously. Note that since this item is not intended for NEW prescriptions, this text box is free form and any values may be entered.
Lot	Text Field	A place to enter the lot number of the product, if known
Manufacturer	Text Field	A place to enter the manufacturer of the product, if known
Expiration	Text Field	A place to enter in the expiration date of the product, if known
Status	Text	Displays the status of this medication – if it is new, or it has been completed (e.g. fully entered.)
Instructions	Text Field	Instructions for the client regarding this product
Comments	Text Field	Internal comments regarding this product
Check Mark	Button	Saves the medication into the patient record
Cancel	Button	Cancels the medication entry and closes all fields

Add Over the Counter SaleLIMS-6838, support for OC sales

Unlike the Medication entry, this is intended to log nonprescription items administered to the patient as part of the current episode. Items entered here will be added to the bill and removed from inventory. You can also print an item label. Once added, the products will be listed in a collapsed format and can be viewed in full on the Prescriptions tab.

Feature	Type	Function
Date	Date Picker	Defaults to the current date. Can be back dated or forward dated if necessary.
Item Name	Line Seq Product	Allows the user to add any inventory product in the system that is not classified as a Service or marked as a Pharmacy product.
Qty	Field	Place to enter the quantity of the product to be added
Unit Cost	Text	Displays the final cost per unit to the client. Changes based on Qty to account for any volume discounts. Also takes into account client type discounts. Does not take into account taxes, etc.
Total Cost	Text	Calculates out the unit cost x total qty, taking into account any volume discounts.
Lot	Field	Place to enter the lot number of the product
Expiration	Date Picker	Place to enter in the expiration date of the product. Defaults to 1 year out.
Manufacture	Field	Place to enter in the manufacturer of the product.
Instructions	Large text field	Place to enter in instructions to the client, which will print on the label. Includes a macro set, to save and load commonly used instructions.
Comments	Large text field	Place to enter in internal comments about the product
View Label	Button	Opens up the OTC Label Report as a PDF Preview, to allow the user to view the label and print it to Rx paper and apply it to the product.
Checkmark	Icon	Adds this OTC sale to the record. Performs the following functions: Adds the item to the bill, adds the item to the Prescription tab, deducts the appropriate Qty from inventory, and if the item is marked as requiring a usage record, creates the appropriate table and marks it as missing on the deficiency record for auditing purposes until it is filled in.

Prescriptions TabWe have discussed renaming this to "medication tab: to be more accurate and inclusive, as there are more than just prescriptions on it

This tab displays a list of all prescriptions written for this patient across all episodes. It is from this screen that a clinician may review previous medications, request refills, and request new prescriptions for the patient that was not checked in (e.g. a "refill" of a Scheduled II drug via a Bill Only Episode.)
All these columns can be sorted within their sections. NCSU Requirement: Make columns sortable on the patient prescriptions tab (LIMS-6781)

Feature	Type	Function
Edit Rx (Pencil Icon)	Button	Opens up a selected prescription from the list. Only one script can be edited at a time. Once a request has been set to the status of Approved, In Process, Edit (at the Pharmacy Fill Queue), or Hold, it can no longer be edited. Prescriptions that have been rejected by the pharmacy may be edited by users with the appropriate privilege. NCSU Requirement: Add the ability to edit a rejected prescription, LIMS-6779
Approve Rx	Button	Changes the selected prescriptions from the status of Requested (meaning your student has submitted it to a clinician for approval) to Approved. Once Approved, a prescription can no longer be edited on the clinician side and has been passed to the Pharmacy to be filled. Any changes to the prescription once it is approved will need to be called in to your pharmacy to edit on their side. Only approve prescriptions when you are certain everything is correct from your students.
Add New RxLIMS-6134, add rx button on prescriptions tab, UMON requirement	Button	Opens the Prescription Request Form in a new window
Add Usage / Waste	Button	Opens up the Drug Disposal Form. Also available as a context sensitive menu on right click from drugs marked as Filled, Partially Filled, or Daily Filled.
Print Vaccine Record	Report	Opens up the Vaccine Record for the patient, which is a list of all medications added to the medical record under the type of Vaccine and the dates. This report should be tailored to your state's animal control laws. See the Patient Vaccine Report section for more details.
(Select All)	Checkbox	Selects any prescriptions in the Prescription section that can be selected, e.g. that also have a check box in this column
Context Menu	Menu	Opens on right click of the Prescription section with various options

Context Menu

The context menu opens up on right click of any part of the medication tab's prescription section. It provides a list of all the available functions for a prescription. Not all functions are available on all prescriptions; it changes depending on the prescription's status and the pharmacy setup options. Certain functions may also be wrapped around special privileges (e.g. you can set Cancel Rx as a clinician privilege and exclude students, if desired.)

Feature	Type	Function
Copy Rx	Button	Copies an expired or cancelled prescription, retaining the original information, so that it can be issued as a new prescription.
Refill Rx	Button	Opens the Refill Rx dialogue box.
Complete Partial Fill	Button	Opens the Refill Rx dialogue box and loads the partial fill information that was stored on the last prescription.
Add Usage / Waste	Button	Opens up the Usage / Waste form if it has not yet been filled out for a Filled prescription.
Cancel Rx	Button	Cancels the prescription. Prompts a confirmation warning to prevent accidental cancellation. Clears out all refills.

Vaccines Section

This section is intended to be used to build a vaccine record for the patient. Vaccines added to the patient record during an episode will appear here, and you can also manually add any vaccines for which the client has brought proof.
Vaccines entered here should print out on the Print Vaccine Record in chronological order.

Feature	Type	Function
(Personnel Image)	Image Icon	Indicates that this vaccine was reported by the client or RDVM, not given as a prescription
Vaccines	Column Headers	Names each column under vaccines. Each column can be sorted.

Other Medications Administered

Lists any nonprescription, non-vaccine medications, such as antithelmetics or anything marked as "other" on Medication, such as flea treatments. These products were administered to the patient outside of the bounds of the episode and not sold to the client.

Feature	Type	Function
(Personnel Image)	Image Icon	On mouse over, will display the name of the user who added this entry.
Antithelmetics	Column Headers	Names each column under Other Medications Administered.

Prescriptions Section

This sub section displays all past and current Prescriptions for the patient. A right click menu is available that displays all the options available for that prescription – the ability to refill or complete a partial fill, the ability to edit an unapproved or pending Rx, and the ability to copy an old expired Rx and start a new prescription using the old information.
An info dot appears next to any prescription that has a comment that is too long to display in the comments column, so that the entire comment is visible.

Feature	Type	Function
Prescriptions	Column Headers	Names each column under prescriptions. Each column can be sorted, so if you want to see the oldest dates, or have the most current prescriptions on top, you can adjust them as necessary.
(Selector)	Checkbox	Allows you to choose this prescription for approval, or for editing.
Context Menu	Right Click Menu	Loads the options available for this prescription. Common options include copying an expired prescription, refilling a prescription, or completing a partial fill if only part of the prescription was filled previously.
Info DotKSU Requirement: LIMS-6206 Add Rx instructions to the patient record Rx tabAdded in Version 1.6	Mouse over icon	Displays the Prescription Details of the filled script, including any comments.
Alert Icon	Mouseover Icon	Indicates that the status of this prescription is Filled, Partially Filled, or Daily Filled, but there is no corresponding drug disposal form, and the prescription or product is one that requires it.

Script DetailsAdded in version 1.6

The Info dot that appears on all prescriptions contains a slightly more detailed view of the prescription. This also includes any comments associated with the prescription status, such as Rejection or Cancellation comments for scripts that were returned from the Pharmacy without being filled.

Feature	Type	Function
Info Dot	Mouse Over Icon	Appears on all prescriptions regardless of status
Script Details	Mouse Over Window	Displays more details about each prescription, including any comments associated with the status, such as rejection or cancellation comments, or comments added at the time of Fill

Over the Counter Sales

Lists any nonprescription, non-vaccine medications that were sold to the client as part of the visit package. This can include pet food, grooming supplies, and other items that need to have their inventory or product information tracked.

Feature	Type	Function
(Placeholder)	Image Icon	On mouse over, will display the name of the user who added this entry.
OTC Sales	Column Headers	Names of the columns under OTC Sales.

Refill and Complete Partial Fill

When you choose Refill, a menu appears on right click. You can choose the type of refill, change the status of the patient, and transfer the fill to another pharmacy. Refills will find the most open recent bill, or automatically open a new bill.MU Requirement, added in version 1.6

Feature	Type	Function
Refill Prescription	Window	Contains the options for refilling a prescription
Drug	Text	The name of the drug you have selected to refill
Complete Partial	Radio Button	Selecting this option will send the refill to the pharmacy for the remainder of the refill. It will not count against refills remaining.
Full Refill	Radio Button	Selecting this option will send the refill to the pharmacy for a full refill. Selecting this will count against a refill, and will also cancel the remainder of the partial fill.
Patient StatusMU Requirement, added in 1.6	Combo Box	Change the patient status for the refill before it goes to the Pharmacy Queue
Transfer to another	Checkbox	This option will either change the pharmacy associated with the prescription using the
Comments	Checkbox	Allows the clinician to add a comment to this refill. Added in 1.6

Prescription Request FormNCSU Requirement: Prescription draft terms not populating, query rewrite is needed (LIMS-6418)

This is the primary method of requesting a new prescription medication for a patient. The layout of this form is controlled by the pharmacy selected. On this form, a user may select a drug either by sequence number or by looking up the drug name, specify the number of refills (if not a controlled substance), detail the quantity, dosage, and method of administration, and then finally submit the prescription for review by a supervisor or clinician with approval rights. Prescriptions that were submitted for approval will appear on the Prescription Widget on the home page. Additional options that may be mandatory depending on your hospital setup: Patient's weight, NCSU Requirement: Request to add a flag to indicate that weight is approximate (LIMS-4770) On the places to enter the patient weight, e.g. at Admission or on Patient Details, this flag can be checked. At hospital setup, the admins can turn on a flag that will prevent clinicians from approving new scripts while the approximate weight flag is on. Weight can be updated from this page and the warning will appear to let users know it can't be processed as long as the weight is approximate. Updating the weight turns the approximate flag off automatically.expiration date of the prescriptionNCSU Requirement: Capture the date and time of the request on prescriptions. (LIMS-2754), date and time of submission, and days supply.
Below is the standard Pharmacy view of the Prescription Request Form. For the view of a dispensary, please see Dispensary View.

Pharmacy Selection

At the top of the Prescription Request form is the field to select the correct pharmacy. The type of pharmacy controls the display of the rest of the form, so this must be selected prior to filling out the rest of the prescription. Dispensaries have a longer workflow, but do not need further processing at the pharmacy queue – the script is filled at the patient record.
To understand how to set a default pharmacy, see the Dispensary View.
The three buttons at the bottom of the form are variations on the standard Okay and Cancel we use on other windows, with some specific functions tied to the processes.

"Reset" will clear out all selections made on the form, with the exception of the prescribing DVM. This allows the user to clear out a prescription entirely if the wrong drug was selected, or if there is a decision to choose a different product for the patient.
"Add Script" will add the prescription card to the right of the screen, queuing it up locally for a clinician to approve them in a batch. This creates the Prescription Request and puts it in the status of Requested. This also generates any warnings or prompts associated with the product (see Pop Up Warnings for this Drug ). Prescriptions may still be edited before they are filled, by clicking on the pencil icon above the prescription cards on the right.
"Done/Close" performs the same functions as Add Script, but assumes you have finished entering prescriptions and will close the window instead of clearing the fields.

Feature	Type	Function
Reset	Button	Clears all fields with the exception of the prescribing DVM
Add Script	Button	Creates a Prescription Request, in the status of Requested and performs any checks on the product level that might create a pop up warning. After the final OK is given, the prescription will be added to the approval queue on the right hand side of the screen. From here, the request may be edited at any time before the final approval is given.
Done / Close	Button	Creates a Prescription Request, in the status of Requested, and performs any checks on the product level that might create a pop up warning. After the final OK is given, the window will close. If a clinician clicks on the Edit button from their Prescription widgets or from the patient record, then the window will open back up in this state.

Drug Info

The Drug Info section is where you select the product to be filled. Only product types associated with your pharmacy are available to prescribe. LIMS-6783 – Restrict the products available in request or edit to only be pharmacy products
If the drug that you are prescribing is one that your pharmacy does not carry, you can check the "Drug Not Listed" box to enter in a drug name by free form. Depending on your hospital's settings, this may also force you to check the External Fill box. External Fill is available if your client has indicated they wish to have the prescription filled at an external pharmacy, regardless of whether you stock the drug locally or not. This may be used if the client has traveled a long way and cannot have the prescription refilled at the school, or if there are pricing concerns and they would like to shop around. It also enables the ability to print the prescription after it is approved without going to the Pharmacy Queue.
The Info Dot will display the drug info of the generic associated with the product you have selected, if that information has been entered into the product setup

External prescriptions will pop up a PDF to print the prescription as soon as it is Approved by a DVM. LIMS-6950, External Fill PDF isn't giving the option to choose anything but the default system report – This is a bug, which will be resolved in version 1.7

Feature	Type	Function
Drug:	Line and Seq text fields and also a smart search drop down selector	Look up a product based on its line and seq if you already know it, or search for a drug based on its name
Drug Not Listed	Checkbox	Flag to indicate that the drug is not part of your hospital's inventory. Changes the drug selector to a free text form.
(Info Dot)	Mouse over icon	Displays any drug info associated with the selected drug's generic, if that information has been entered into the setup.LIMS-4386, Show drug info on mouse over, Auburn Requirement

Instructions and Draft Terms

The second instructions field is intended for the client. For drugs with a pre defined set of Draft Instructions, it can quickly be altered and then drafted to provide the most common instructions. The Instructions field here will also translate any shorthand as defined in Pharmacy Quick Texts, so bid will come out as "TWICE A DAY" if that is what you have defined under the texts. See Draft Terms Setup and Prescription Quick Texts Setup for more details on these.

Feature	Type	Function
Instructions	List of Options	If preset instructions have been filled out for this drug, then a list of the optional instruction sets will appear here to be available for selection. This will automatically fill out the rest of the script with the template selected, but it can be edited as necessary.
Dispense as Written	Checkbox	This box can be set to display if required by the State Board of Pharmacy. When checked, it indicates to the pharmacist to not alter the selected product or trade out to a generic.
Instructions	Required text	The required text field for the formal instructions for the prescription. These can be pre-loaded by using the Draft Instructions, which themselves can be pre-set in the Drug Setup for the most commonly prescribed formulations.
Date/Time of Request	Timestamp	The date and time associated with the prescription request. Separate timestamps will be created for each step in the approval process; this is only the initial request.
Draft Instructions	Field Set	Contains the drop down selectors for all the draft instructions.
Verb	Combo Box	A list of all available verbs as defined in Draft Terms
Qty	Text Field	A place to enter the total quantity to be administered to the patient. If the product selected allows fractional quantities, then a decimal such as 0.25 or 0.5 can be entered here.
Unit	Combo Box	A list of all available units as defined in Draft Terms
Route	Combo Box	A list of all available Routes as defined in Draft Terms
Freq	Combo Box	A list of all available frequencies as defined in Draft Terms
Duration	Combo Box	A list of all available durations as defined in Draft Terms

Quantity and Supply Details

This section allows you to specify to the pharmacy the exact quantity for each fill, the total days supply, and the total number of refills.

Feature	Type	Function
Days Supply	Text Field	Pulls the Days as entered from the Draft terms when Draft is clicked, if it was selected. Otherwise can be filled in manually.
Total Qty	Text Field	The total number of pills for each fill of this prescription.
Inventory	Mouse Over Icon	Displays the amount of this product that is currently showing in inventory. Depending on your hospital's inventory practices, this may be approximate or may not be available.
Price	Text	The total price as defined by Total Qty x the unit cost. If there is a minimum cost associated with the product and not enough was ordered to charge per unit, that will appear here instead.
Prescription Expires	Date Picker	Defaults to a date as defined under the Drug Class. Can be manually altered to be sooner, but not any later.
Refill ExpiresLIMS-5983 - Visible Refill expiration date that can be edited KSU requirement	Date Picker	Defaults to a date as defined under the drug class, or is blank if the product is not controlled. Can be manually altered to sooner, but not any later.
Daily Fill	Checkbox	(Only visible if turned on for the drug class) Indicates that this will be a recurring daily refill for the patient as long as they are still within the hospital.
Daily Start	Date Picker	Indicates what date the daily fills should begin – today or tomorrow. Use this to delay a daily fill pending on surgical outcomes or other medication regimens.
Refills	Radio Buttons	No Refills, PRN, and either 1-6 or 1-12 depending on your hospital's settings.LIMS-4250, UGA request to apply the rules at RX request and not just the fill level

Animal Usage

This section allows you to assign delays before using the animal for specific purposes. You can choose between Hours, Days, and Weeks. If usage was set on the Patient Details screen for the associated patient, it will auto populate.LIMS-5273, UMON requirement – auto populate the usage types on a prescription request

Feature	Type	Function
Meat, Dairy, Egg, Competition	Checkboxes	Indicates to the client that this patient should not be used for these uses for the specific days and units
(Combo Box)	Drop down selector	Gives you the option to choose between Days, Weeks, and Hours.LIMS-4372, allow for Hours to be an option under animal usage – Auburn requirement
(Text Fields)	Text Fields	Allows you to enter a whole number to indicate how long the delay should be for that usage.

Patient Status & Comments

Comments added onto the Prescription Request form will be saved as "Request Comments" for the pharmacy to view while filling the request. The comments will also be stored permanently in the archives of the prescription for viewing during audits.

Use this field to give the pharmacy any specific instructions about the prescription that are not part of the instructions intended for the client or legally required to be on the prescription label. For example, if the client has requested a specific flavor for a compound, or if the client has some special need for labeling or bottling requirements (childproof caps, different sized bottles, etc.)

Feature	Type	Function
Comments Box	Text field	Allows the user to enter in a small note to the pharmacy that the client does not necessarily need to see. Will be stored permanently as the comment type of Request Comment. The comment is temporarily saved on Add Script, but can be altered before the Approval is completed.

Dosage Calculator

Feature	Type	Function
Dosage Calculator	Field Set	Collection of tools to ensure that the patient is receiving the appropriate amount of the drug
Weight	Text	The most recent entered weight for the animal
Update Weight	Button	Opens a small window that allows the student or clinician to input a weight measurement, if it was not captured recently
Weight is Approximate Warning	Display only checkbox and text	If this checkbox appears and the warning text appears, the weight for the patient was marked approximate and is not exact. If the medication is dependent on the M2 calculation, a new weight should be captured. Admins can forbid this weight from being used in an approved prescription if desired. NCSU Requirement: Weight is Approximate flag, LIMS-4770
M2	Text	Automatic calculation of the square meters of the animal based on the species K constant, defined under the Species Setup.
Dosage	Text field	Allows the clinician to put in an integer for a dosage calculation, e.g. 100 per 1KG of weight. If the selected product has this information defined at the product level, it will import automatically to facilitate calculating out the correct dosage.
Ratio	Drop down selector	Allows the clinician to select from common unit options when defining the dosage. N/A is an option as well.
Target Dose	Text display	Automatic calculation based on the quantity in the Dosage field and the Ratio selected. If this information was defined at the product level, the target dosage will display automatically.
Diagnosis	Drop down selector	Currently not in usage. We plan to implement this feature as part of Coding improvements in a later version.

Pending Flag KSU Requirement: Pending Prescription status, LIMS-5595 – ON HOLD, will need further discussion as this may break the workflow

The pending flag is an optional feature that may be turned on at the pharmacy level.
If the pending flag is not turned on, this section will not be available on the prescription request.
The pending flag allows the user to set a prescription as "pending" with a pending expiration date. A pending prescription is available to view on the patient's record, but is not visible on the pharmacy queue. The prescription is officially in the requested or approved status in the background, but the pending flag signals that the requested prescription is not yet ready to be sent to the pharmacy – for example, it is waiting on additional test results or a surgery outcome first. The user must set a pending expiration date, which will default to the number of days out based on the settings of its drug class, but can be manually adjusted to a lower number of days if desired. If the drug is not a controlled substance, it will default to the pharmacy's default expiration date.

If the prescription is in pending status at the end of the day of expiration, the status will automatically switch to cancelled.
Requested and Approved prescriptions with the Pending flag should still appear on the Pharmacy Widgets. Pending prescriptions may be edited from the widget or the patient record.
If the clinician removes the Pending flag, the prescription changes statuses to Requested or to Approved, and then the prescription will now appear on the pharmacy queue as normal.
This functionality prevents unapproved, unfilled prescriptions from remaining in the Requested status for long periods of time when they will not be

Feature	Type	Function
Save as Pending	Checkbox	Indicates that the prescription is pending and has not yet been passed over to the Pharmacy.
Pending Expiration	Date Picker	Defaults to the number of days out as assigned to the drug by drug class. The Clinician may edit this date to be sooner if desired. If the drug has no drug class, the date will default to 365 days out.

Add Script and Done/Close

The three buttons at the bottom of the form are variations on the standard Okay and Cancel we use on other windows, with some specific functions tied to the processes.

"Reset" will clear out all selections made on the form, with the exception of the prescribing DVM. UMON request, LIMS-5274, resolved in version 1.5.5This allows the user to clear out a prescription entirely if the wrong drug was selected, or if there is a decision to choose a different product for the patient.
"Add Script" will add the prescription card to the right of the screen, queuing it up locally for a clinician to approve them in a batch. This creates the Prescription Request and puts it in the status of Requested. This also generates any warnings or prompts associated with the product (see Pop Up Warnings for this Drug ). Prescriptions may still be edited before they are filled, by clicking on the pencil icon above the prescription cards on the right.
"Done/Close" performs the same functions as Add Script, but assumes you have finished entering prescriptions and will close the window instead of clearing the fields.

Feature	Type	Function
Reset	Button	Clears all fields with the exception of the prescribing DVM
Add Script	Button	Creates a Prescription Request, in the status of Requested and performs any checks on the product level that might create a pop up warning. After the final OK is given, the prescription will be added to the approval queue on the right hand side of the screen. From here, the request may be edited at any time before the final approval is given.
Done / Close	Button	Creates a Prescription Request, in the status of Requested, and performs any checks on the product level that might create a pop up warning. After the final OK is given, the window will close. If a clinician clicks on the Edit button from their Prescription widgets or from the patient record, then the window will open back up in this state.

Pop Up WarningsLIMS-5232, Pop up warnings

Warnings for inventory levels, for patient weight restrictions, or for custom instructions from your pharmacy will appear after clicking on Add Script or Done / Close. These warnings can be acknowledged and ignored, or you may cancel out and select a different product. See Pop Up Warnings for this Drug for more details.
Weight Restrictions
If the product has a weight recommendation, and the patient's weight falls outside of the range, this warning will appear. For example, you have selected a product for a dog that weighs between 20-40 lbs, but the patient weight is 75 lbs.
Inventory Restrictions
The Add Script button will perform a brief inventory check if the product is set to include an inventory warning. If the product's inventory is back ordered, or below a certain threshold, this warning will appear.

Custom Prompt
If the pharmacy has some specific instructions for this product, such as a warning to allow for extra time for a compounded item, this warning will appear last.
After all warnings have appeared on the screen, the prescription will go to Requested status as normal.

Feature	Type	Function
Weight Restrictions	Pop Up Window	If the product has a weight restriction specified in product setup, then this warning will appear if the patient is not within the suggested weight range.
Inventory Restrictions	Pop Up Window	If the product has an inventory restriction specified in product setup, then this warning will appear if the inventory level is below the threshold or the product is back ordered.
Custom Prompt	Pop Up Window	If the product has a custom warning specified in product setup, then this warning will appear on Done / Save or Add Script in all conditions. This warning may contain advice from the pharmacy, reminders about client education, or anything else that the pharmacy believes the clinician should know before approving the prescription.

Requested Script Cards and Approval ProcessLIMS-6922 – Change behavior of the script cards. We are removing the edit button, and having them load on click instead.

After clicking on "Add Script" the prescriptions will appear as "cards" on the right side of the screen. Click on a card to view the prescription again. Click on the info dot for a preview of the details without reopening the prescription. Click on the red X to cancel the prescription. These cards are in the Requested status until they are approved.
If a student is the one filling out the prescription, they have the option to send an approval notice to their supervising clinician. This notice is sent through VetView mail, and will trigger an email to the person listed as the Prescribing DVM if their user profile is set up to receive notices in email. A message will appear once the notice is sent. LIMS-6816 Update Approval Notice Prescription Message. Right now it appears as an error in red, even though it is a success message.
When the Allow Resubmit of Rejected Scripts is turned on, clinicians will have the ability to reject the prescription with a comment, and the original requestor can re-submit a correct version for approval. This status is controlled at the pharmacy level.

Feature	Type	Function
Prescription Card	VetView Card	Contains a prescription that is in the Requested status. These prescriptions can be approved all at once, or cancelled. The entire card may be selected to edit the prescription again.
(Info Dot)	Mouseover Icon	Displays details on the prescription
(X)	Button	Cancels this prescription
Send Approval Pending Notice	Button	Triggers an email notice to the Prescribing DVM to review the prescription and approve it.
Reject	Button	Optional button that can be turned on at the pharmacy level. When enabled, a clinician can reject the prescription with a comment and return it to the original requestor for corrections.

Dispensary View

The dispensary view is a combination workflow intended to be used in clinics or other independent units of the hospital for which the main pharmacy is not necessary. For example, field services units can have their own "pharmacy" in order to track the drugs dispensed as part of a group visit, or a training clinic for small animals can have their own small pharmacy for flea treatments, Heartguard, and vaccines.
If a pharmacy is listed as a dispensary, the Prescription Request Form will change to include the Inventory and Labeling portions of the Pharmacy Fill Screen. Final approval of the prescription can be handled in a single step for any DVM who is listed as a Pharmacy issuer. Be sure to exclude any product types that can only be handled at your main pharmacy, such as Compounds, from being available from the Dispensary pharmacies in Main Pharmacy Settings.

Feature	Type	Function
Dispensary View	Window	Prescription Request Form with the Inventory portion of the Fill Form included. Activated by selecting a Dispensary pharmacy at the top.
Prescription Info	Field Set	Contains the standard Prescription Request form information
Fill Info	Field Set	Contains the Prescription Fill inventory information

Fill Information Field Set

This is an abbreviated version of the Prescription Fill Form. Please see that section for more details. This section includes places to add the inventory information for the product, prescription fill information, and the labeling information for the prescription, such as the stickers and the data card.
For prescriptions from a dispensary, the entire prescription can be requested, filled, and issued in a single step using this form. This prevents the need for your clinical technicians to have access to the Pharmacy Fill queue (the workflow as of version 1.6.) Clinicians can also approve and issue the prescription directly from this page, although the Approval Pending workflow is still available if they are not immediately able to issue the prescriptions.
7

Feature	Type	Function
Drug	Lin Seq Product smart search boxes	Identifies the specific product being issued. In this form, it is copied directly from the top. For the regular Pharmacy Fill form, it requires a manual look up as part of the verification process for the technicians (as the pharmacy may need to fill with a different product.) This is also the product that will be billed.
Location	Combo Box	The list of available locations to pull this product from. If the Dispensary is its own inventory location, it will be available to pull from, as opposed to the main pharmacy inventory location. Inventory locations allow you to keep the same product in multiple different places without using different billing codes. Manual inventory entry is accessible on right click. If the inventory information was pre-defined under Inventory Transfer, then the Lot, Expiration, etc will automatically load on this page.
Lot, Serial, Manufacturer	Text Fields	Places to enter the information pertaining to the selected product. This information can be set as required at the product level.
Expiration	Date Picker	Expiration in this refers explicitly to the base product, not the resulting compound if multiple products are mixed in the final product issued.
(Green Plus)	Button	Sends the selected inventory information to the label automaticallyUMON LIMS-6092 – Also requested by NCSU during 11/28/2017 meeting
Available	Text	Displays the total amount of the product available in inventory, when that information is available
Used	Text field	If more was pulled from inventory than the client will be billed for, this should be entered so that the inventory counts stay accurate. Accessible on right click.
Sold	Text field	The quantity that the client will be billed for. This is the amount that will actually appear on the bill.
Rx #	Text Fields	The RX # for this product. Should be the next available # from this pharmacy.
Get Rx #	Button	Automatically pulls the next available number to assign to this script.
Label Info	Text Fields	The prescription info from above, exactly as it should appear on the product label.
Labels	Combo Box	Allows you to add additional stickers to the prescription, or remove unneeded ones. This should pre load any pre-assigned labels.
Drug Sheets	Combo Box	Allows you to select a Drug Info / Data Sheet / Data Card to include with this prescription. This should pre load any pre-assigned data cards, but you may swap out for alternate product cards if designed. Use this for prescriptions that have been repackaged and do not contain the consumer information normally included in the packaging for retail sale.
Preview Label	Button	Opens a preview of the label as it will be printed out, as well as the printer dialogue. The appropriate label printer for this pharmacy is set up under the Pharmacy Setup Screens.
Preview Data Card	Button	Opens a preview of the prescription data card as it will be printed out, as well as the printer dialogue. The appropriate printer for this pharmacy is set up under the Pharmacy Setup screens.
Technician	Drop Down Selector	Allows the user to fill in their name, or the name of the technician initiating the request if it is someone different
Prescribing DVM	Drop Down Selector	The name of the DVM who will approve and issue this prescription. The DVM must have both the rights to approve a prescription as well as to issue it for this workflow to function correctly. This is set up under the Role Management and Pharmacy Role Link for the pharmacy.
Reset	Button	Resets this form. All progress is lost.
Add Script	Button	Saves this form and adds a Prescription Card to the upper list. Clears all fields except for the technician and the prescribing DVM, which is assumed to remain the same.
Send Approval Pending Notice	Button	Saves this form, and notifies the Prescribing DVM that this prescription has been Requested and is waiting to be approved and issued
Issue All Scripts	Button	For all scripts with a Prescription Card in the upper right, saves the prescriptions and marks the prescriptions as Issued. Prescriptions cannot be canceled once they are issued on this page.

Daily Fill StatusMSU Requirement LIMS-5150, Epic Partial Fills and Daily Fills, LIMS-6703

Daily Fill status is intended to be used for inpatients who will have their medication prepared by the pharmacy, then taken to ICU or to the individual units where patients are being cared for. Daily Fills will continue being renewed once a day until they are cancelled. Billing will be processed as part of the nightly API for these patients, as long as they have an open bill and have not yet been discharged.
Requesting Daily Fills
Daily refills are intended to be used by clinicians for inpatients who are staying overnight, and need to have medicine distributed every 24 hours as long as they are checked into the hospital. Daily fill is only available on a prescription if the option is turned on in both the selected Pharmacy and the Drug Class for the medication. Without that, the status is grayed out and unavailable.

Daily refills have prescription status of Daily and a refill status of Daily on the patient record, and will automatically renew every 24 hours until the patient has been discharged. Daily fills are intended to be processed by a pharmacy technician handling the morning fills for inpatients, or by overnight technicians who retrieve the medication from a CDM.
Daily prescriptions cannot be renewed from the patient record. If the patient is going home, the prescription will need to be changed back to a standard prescription using the Send Remaining Home option. The Daily refill will automatically cancel once the patient's episode is marked as Discharged or if the option End Date has pasted.
For processing daily fills, see the Fill Queue Daily Fills section.

Feature	Type	Function
Daily Fill	Radio Button	Refill option. Only available if the selected Pharmacy has the option turned on. Daily fills will automatically renew once every 24 hours as a new approved prescription.

Pharmacy Fill QueueEpic LIMS-5334 – Pharmacy Fill Queue and Fill Screen improvements includes many upgrades to this section

The Pharmacy Fill queue is the main working screen for your pharmacy technicians and pharmacists. This screen automatically refresh to load the most recent incoming prescription requests.
This screen can be filtered by pharmacy, so that you only see the prescriptions that your area has been tasked to fill.

Fill Queue Screen

The fill screen has many columns, and when all are displayed it may appear too wide on your screen. You can turn off the columns that are not useful to you for your specific workflow, allowing you to focus on the most critical information.NCSU Requirement: Prescription Fill Screen needs to resize to smaller monitors (LIMS-6782)
Different colors can assigned based on the patient status. (Example row in red is of type "STAT")

Columns are all fully sortable. LIMS-4373 Pharmacy Fill Queue Sorting Preferences, Auburn requirementColumns may also be added and removed at any time by right clicking the column itself and choosing which ones you wish to display. LIMS-7028, allow columns to be added and removed from the prescription fill queue

Feature	Type	Function
(Binoculars)	Icon Button	Opens the detailed view of a given prescription request
Requested By	Text	Name of the user who submitted this request
Patient	Info dot and Link	The name of the patient and their case number. The info dot displays brief information about the patient, such as the species. Clicking on the link goes directly to the patient's record and the most recent episode.
Owner	Link	The name of the client. Clicking on the link goes directly to the client record.
Drug Name	Info dot and Link	The name of the requested drug. The info dot displays more details about the prescription request, such as the quantity.
Date	Text	The date the prescription was approved
Status	Text	The status of the prescription – Approved, In Process, etc
Prescribing DVM	Text	The name of the user who approved the prescription
Reserved	Text	The name of the user who is working on an In Process prescription
Patient Status	Text	The status of the patient. These status are custom built for your workflows
FlagFlag column added in version 1.6	Text	Keywords stored for prescriptions prior to fill start. Use for prioritizing fills.
Hold till Date	Date
Refill Flag	Icon
Pharmacy	Text
Patient Status Text	Text
Requested By	Text
Approved By	Text
Prescribing DVM	Text
Prescription Date	Date	( Created Date -> Approved Date -> Issued Date )
Created Date	Date
Issued Date	Date
Pharmacy Technician	Text
Pharmacist	Text
Attending DVM	Text
Attending Unit	Text
Patient Location	Text
Episode Status	Text	( Inpatient / Outpatient )

Patient Status Change on Queue

The status of the Patient on the prescription can be changed via a right click, opening a small sub menu. MU Requirement, added in version 1.6

A small window will open to allow the quick patient status change. This is useful when your clinicians call to let you know of a change in the patient status after the prescription was approved, e.g. the animal is now being admitted to the hospital.

Feature	Type	Function
(Right Click) Change Status	Context Menu	Opens the Change Status feature
Change Patient Status	Window	Contains the Change Patient Status Feature
Patient	Text	Name of the patient whose status is being changed
Drug	Text	Name of the prescription drug on the row where the status is changing
Current Patient Status	Text	Current status of the patient on the row where the status is changing
New Patient Status	Combo Box	List of all valid statuses for a patient. (Daily Fill cannot be set here.)
Save / Cancel	Buttons	Save and Cancel for changes made on this window

Fill Queue Sub-Sections

The screen is further divided into sub sections that be collapsed and expanded. Your user settings will remember them for the duration of your setting as the queue refreshes.LIMS-6847 – Rewrite of the pharmacy queue refresh systemLIMS-4244 – Maintain user minimization preferences in pharmacy queue, UGA request

Prescriptions Waiting for Approval

This section contains prescriptions that have been requested by veterinary technicians but not yet approved by prescribing DVMs. Use this display to gauge the volume of prescriptions that may be coming in a short time frame. Right click context menus are unavailable for these prescriptions, as they have not left the clinical side yet.

Prescriptions on Hold

This section contains any prescriptions that were put on hold pending further review. Right click context menus are unavailable for these prescriptions.

Fill Queue Daily Fills Today and Tomorrow

Daily Fills are split into two sections – Approved prescriptions with a Start Date or Fill Date of today, and Approved prescriptions with a Start Date or a Fill Date of tomorrow. Prescriptions with today's date should be filled using the normal fill process, but prescriptions with a Fill Date of tomorrow are still pending.

Feature	Type	Function
(Right Click Menu)	Context Menu	Available on Daily Fill prescriptions. Not available on Hold and Requested prescriptions.
Binoculars	Button	Opens the prescription. Prescriptions in the status of Requested are view only. Prescriptions in the status of Hold cannot be changed until the status changes.
Change Status	Menu Option	Opens the Change Status dialogue box. Only available on Daily Fill prescriptions.
Send Remainder Home	Menu Option	Transforms the Daily Fill prescription into a Complete Partial Fill prescription, allowing the pharmacy to process the fill in a manner for the client to take the rest of the prescription home. This can be locked under a privilege if desired.
Info Dot	Mouse Over Icon	Contains details about the patient, or about the drug, depending on the column

Print Daily Fill List and LabelsNCSU Requirement, added from 11/20 Feedback, tickets LIMS-7117 and LIMS-7119

For schools with Daily Fills enabled, these two icons become available.
"Print Daily Fills" generates a report that is a list of "Daily Fill Today" prescriptions that were auto filled by the API the previous night that can be printed as a PDF. Like all VetView reports, you can customize this report to your preferred appearance. (Checklist, spreadsheet, etc.) See Pharmacy API Setup (Daily Fills) for more details on how to set up the jobs to run nightly. This is list is the "snapshot" and also includes any new daily fills that were added with a start date of today, but not yet filled today. The fill status (approved vs filled) and the lot and expiration number as pulled from the API overnight for filled products
A second report is available called "Approved Fills for Tomorrow" that is a preview of all the daily fills that are scheduled to be run by the API overnight. This list contains the same information as the "Daily Fills Today" report, but does not include any of the prescriptions that were already filled today. The lot and expiration information will need to be verified the next day to confirm the accuracy of the information from the API.NCSU discussion on 1/26/2018 – Note that the information on this report will not be fixed, unlike the information on the Daily Fills Today.
"Print Daily Fill Labels" will do a bulk label print of any labels for "Daily Fill Today" prescriptions that were filled overnight. This will use the standard report label, but generate a sequential PDF that can be printed out all at once.

Feature	Type	Function
Print Daily Fills – Daily Fills Today	Button	Generates a report that contains a list of the current prescriptions in Daily Fills – Today status that were automatically filled by the API, as well as any new Approved fills with a start day of today. This is the current "snapshot" report.
Print Daily Fills – Approved Fills for Tomorrow	Button	Alternate report that gives a preview of all the current approved prescription, so that pharmacies with a work flow that has techs the night before begin prepping the earliest patients have a working list as well.
Print Daily Fills Labels	Buttons	Generates all the prescription labels for prescriptions in the status of Daily Fills – Today to allow for faster processing

User PreferencesLIMS-6761, User Preferences and Admin Settings windows

T=
Click on the gear icon in the upper left corner to open User Preferences. Here, you can further customize your queue to only display rows relevant to your workflow. (E.g. technicians can filter out prescriptions that have not been approved, or a chief pharmacist can filter out to only see problem or review status scripts.)
You can also enable a small alarm to ring whenever a new prescription in the Approved status comes in.

Feature	Type	Function
Play an AlarmLIMS-5980, play an alarm when a script comes in, KSU requirement	Checkbox	Turns on an audible chime whenever a new prescription in the status of Approved comes in. Ignores prescription changes to any other status.
Prescription Display FiltersLIMS-6091, filter out statuses on prescriptions, UMON requirement	Checkboxes	Allows you to limit the prescriptions to a specific set of statuses. Use these checkboxes to filter out any types that you are not actively working with, e.g. pharm techs can filter out all but Approved and In Process.
Hide Prescriptions Older Than	Text and Drop Down	Allows you to suppress older prescriptions from the queue if they haven't been approved or cancelled yet. Intended for technicians to declutter the screen.
Expand / Collapse Sections	Radio Buttons	Permanently expand or collapse sections. These preferences will be remembered from session to session.
Save	Button	Saves changes to these preferences
Cancel	Button	Closes without saving

Admin Features

Feature	Type	Function
Cancel Scripts	Checkbox	Indicates that you wish to do a mass cancellation of all prescriptions in a specific status. LIMS-4396 Clean up unapproved and pending Rx's, Auburn requirement
Which are older than	Date Picker	Allows you to select a specific date against which to cancel prescriptions. If this is left blank, all prescriptions will be cancelled in that status
(Status Drop Down)	Combo Box	A list of the valid prescription statuses that can be cancelled. Prescriptions in Reserved, Daily, and Filled cannot be cancelled from this screen, as the purpose of the screen is queue maintenance.
Cancel Scripts	Button	Processes the mass prescription cancellation feature if the checkbox is selected
Close Window	Button	Closes the window without cancelling any prescriptions

Prescription Fill Form

This is accurate as of 10/11/2017 – actual layout may change as yet more features are requested
The Prescription Fill Form, displayed on the previous page due to size, is a long form that allows a pharmacy technician to view the full request on the prescription, select the correct inventory to fill the request, apply the appropriate labeling information, add comments, and obtain a formal sign-off from a pharmacist. Each part of the Prescription Fill page is broken down below.

Prescription Fill Functions

The prescription fill page header contains the primary actions that a user can take on a prescription. Each action is described in detail in the following sections.

Options Prior to clicking Start FillMU requirements, added in version 1.6

Four fields can be altered without reserving the prescription. These are the patient status and status comment, the Fill Comments, and the prescription flag. You can also see what bill this prescription will be added to before beginning the fill process.

Feature	Type	Function
Patient Status	Drop Down Selector	Choose the patient status if it turns out it is something different from what was indicated on the prescription; e.g. the clinician has called and indicated the patient is now going home.
(Status Comment)	Text	Any comment relevant to the patient status
Fill Comments	Large text entry	An internal comment for pharmacy use, to put any pertinent information for the fill that won't fit in the standard script fields
Prescription Flag	Text	A text field to include a keyword that will appear on the Pharmacy Queue. Use this to prioritize and tag your scripts prior to filling.

Start Fill

Clicking on Start Fill will reserve the prescription in the name of the current user. It is meant to indicate that the person has actively begun working on the prescription.

Feature	Type	Function
Reject	Button	Opens the Reject prescription dialogue box. Allows the user to set the status to reject and include a comment as to why.
Cancel	Button	Opens the Cancel prescription dialogue box. Allows the user to set the status to cancelled and include a comment as to why.Dialogue box added as of version 1.6, MU requirement
Start Fill	Button	Reserves the prescription and begins the fill process on this prescription.
Transfer	Button	Opens the transfer prescription dialogue box and allows the user to send this script to a different internal pharmacy.
Hold	Button	Places this prescription into the Hold status

Options after clicking Start Fill

Clicking on "Start Fill" will set the prescription to In Process, mark the prescription as Reserved by the current user UGA request, LIMS-5644, prevent two users from filling the same script by accident(so that no other user can click Start Fill), and allow the current user to begin the fill process for the prescription itself. The Edit button becomes available, as does the Unreserve button.
If the technician clicks on the Back to Search button, the prescription reservation is not lost and the prescription will remain In Process until it is filled, cancelled, rejected, or placed on hold, or the Unreserve button is clicked. This ensures that another technician will not accidentally start filling the same prescription.

Feature	Type	Function
(Arrow Icon) Back to Search	Button	Returns the user to the prescription fill queue. Does not unreserve the prescription; it will remain In Process.
Reject	Button	Opens the Reject prescription dialogue box. Allows the user to set the status to reject and include a comment as to why.
Cancel	Button	Opens the Cancel prescription dialogue box. Allows the user to set the status to cancelled and include a comment as to why.Dialogue box added as of version 1.6, MU requirement
Transfer	Button	Opens the transfer prescription dialogue box and allows the user to send this script to a different internal pharmacy.
Hold	Button	Places this prescription into the Hold status
Edit	Button	Allows a Pharmacy Technician to edit the Prescription Request.
Unreserve	Button	Releases the prescription back into the Pharmacy Queue, so that another technician may take over. LIMS-7063 – Unreserve button should be available as soon as Start Fill is pressed LIMS-5934, Display a graceful error when a user is attempting to fill a prescription that another user has already reserved

Rejecting or Canceling a Prescription

To reject a prescription, click the Reject button. A small window will open asking for confirmation and giving the opportunity to add a comment.
The dialogue box is identical for cancelling a prescription.
For both Reject and Cancel, the note is permanently appended to the prescription and the clinicians and students may read the reason for rejection or cancellation on the patient record as well as on the internal mail they receive. (Rejected prescriptions are intended for errors that must be corrected and cannot be edited by the pharmacy, such as errors on the chosen bill party, whereas cancelled prescriptions are intended for post approval clinician requests to stop the prescription. Your school's individual workflow may vary.)
If Allow re-submit of Rejected scripts is turned on at the pharmacy level, this rejected prescription will be returned to an editable form for the original requestor to make corrections. It will need to be re-submitted for approval again before it hits the pharmacy queue. When this option is enabled, a pharmacist must use the Cancel status to indicate that the script cannot be resubmitted with corrections.

Feature	Type	Function
Reject Button / Cancel Button	Buttons	Opens up the Reject or the Cancel window, depending on which was clicked. These windows are identical except for the status that they will place the prescription in.
Internal Comment	Text Field	Area to enter a comment to return to the student or clinician, or a reason as to why the prescription was rejected or cancelled. Comments are permanently appended to the prescription.
Ok / Cancel	Buttons	Standard confirmation buttons to process the cancellation or rejection, or to cancel and exit out of the dialogue box.

Transferring a prescription

Clicking on Transfer Prescription will bring up a small dialogue box to set the parameters of the transfer. You can transfer to an external pharmacy, which will change the Rx Request to "External" and open up the printer dialogue to reprint the prescription, or you can transfer it to another internal pharmacy. Internal pharmacy requests will mark this prescription as Cancelled, and create a new prescription under the Rx # line of the chosen pharmacy, instead.

For both types of transfer, a second dialogue box will open, asking you to confirm the transfer. The exact wording will change depending on whether it is internal or external.
Prescriptions can be transferred at any time up until the point of fill, if the technician processing the prescription did not catch it. LIMS-6095 Transfer prescriptions in review status, UGA Requirement

Feature	Type	Function
Transfer Prescription	Button	Opens the Transfer Prescription window
Transfer to External Pharmacy	Radio Button	Allows you to choose to transfer this to an external pharmacy outside the hospital. Once confirmed, opens up the printer dialogue box to print the prescription to give to the client. Changes this Rx status to Transferred.
Transfer to Internal Pharmacy	Radio Button	Allows you to choose to transfer this to another internal pharmacy. Once confirmed, deletes this Rx request and creates a new request at the other pharmacy. Changes this Rx request to transferred, sets refills to 0.
Transfer Comments	Text Field	A place to enter comments about the reason for transfer, e.g. client request.
Process Transfer	Button	Opens Confirmation pop up with warning that Rx request will be deleted

Putting a Prescription on Hold

Hold status is the general status to set a prescription to if there are outstanding questions regarding the prescription. If the technician realizes that the wrong product was selected, or the pharmacists has concerns about the dosing, the prescription may be placed on hold to prevent further processing while you consult with the clinicians. Once the issue is resolved, the prescription can be removed from Hold. The Hold comment will be permanently appended to the prescription.

Feature	Type	Function
Hold	Button	Opens up the Hold confirmation window
Hold confirmation	Window	Asks for an optional comment and prompts for a second confirmation that this prescription should be put on hold
Internal Comment	Text field	Allows the user to enter a comment as to why this prescription is being placed on hold. Will be permanently appended to the prescription.
Ok/Cancel	Buttons	Standard buttons to confirm processing the Hold or to cancel and exit back out again

Editing a PrescriptionNCSU Requirement: Restrict list in Prescription Edit to be Pharmacy Only Items (LIMS-6783)

If you need to make a change to a different formulation of the product, or even make a change to a completely different drug, users with the privilege to do so can click on Edit at the top of a prescription before completing the fill

Clicking on the Edit screen opens up the Edit view of the prescription. Patient and client demographic information cannot be changed, only the drug, instructions, and quantity /refill information. Quantities of controlled substances may only be reduced to a lower amount. UMON Requirement: LIMS5946, Block quantity increase during a prescription fill of a controlled substance. UMON requirement(In the event that only a weaker version of a controlled substance is available, the technician may Reject the prescription and indicate this as the reason in the Rejection comment, letting the clinician know that they will need to prescribe the weaker version in a higher quantity.) Non controlled substances may be increased without restriction. Note that the quantity of any prescription may be reduced at the time of fill, generating a partial fill if the client wishes to receive the rest at a later time. See Partial Fills .
On Save, the quantity selected in the prescription will be copied down to the label information, except for compounds.UGA Request LIMS-4311, request to have total quantity on label be empty if the drug is requested is in a compound. (Qty will be manually filled.)

Feature	Type	Function
Client / Patient Info	Text	Read only view of the client and patient demographic information associated with the prescription request
Drug Line Seq Product	Text fields and drop down box	Allows you to look up Pharmacy products. A privilege grants the ability to find any pharmacy product, otherwise the search is limited to only generics related to the original prescription product
Prescription Fill Info	Various	Prescription info identical to the original Prescription Request form. See Refill and Complete Partial Fill for further information.

Unreserving a Prescription

If a technician begins working on a prescription, but for any reason must stop working on it and pass the work to a colleague, they may unreserve the prescription request.
Note on Prescription Reservation: Prescriptions are reserved to prevent two technicians from working on the same prescription at the same time. Once a prescription is reserved by a user, another user cannot modify the prescription request or the prescription fill unless it is unreserved again.
The reservation is automatically set once the user clicks on Start Fill. If two users have opened a prescription and one clicks on Start Fill, if the other also clicks on Start Fill they will get an error that lets them know the prescription has been reserved by another user.

Feature	Type	Function
Unreserve	Button	Removes the current reservation for the user. Changes the prescription status from In Process back to Approved. Allows a technician to stop working on a prescription for any reason and allows another technician to resume the work.

Prescription Info and HistoryLIMS-5833, Add additional details to the RX History, UGA request

When opening a new prescription, before clicking Start Fill, a brief history of the patient's prescriptions is visible on the screen, so you can compare other prescriptions that were previously issued to the current one.

Feature	Type	Function
Patient Prescription History	Window	Lists all the previous prescriptions for the patient
Info Dot	Mouse Over Icon	Displays details of the previous prescriptions

Filling a Prescription

The process for filling a prescription in VetView involves collecting and counting the product from inventory and entering the inventory information, assigning an Rx # based on the next sequence number in the pharmacy, and preparing the information for the prescription as it will appear on the label. This includes adding in any drug sheets / data cards and confirming the auxiliary labels that will be added.
At any time, a technician may save the prescription and exit out, for example if a higher priority prescription comes through that needs immediate attention. They can open and resume work on the prescription at any time from the Pharmacy Fill Queue.
Once the prescription has been prepared, the technician can enter in their user name and submit it for review.

Billing and Inventory information

The first thing that the technician will do after verifying that the prescription is accurate and editing any information on the prescription itself will be to find the product, and enter the necessary inventory information into the prescription. For compounded medications, this may involve multiple products, so more than one product can be added and billed for in the preparation of the compound.

Feature	Type	Function
Drug	Line Seq Smart Search Box	Enter in the drug as it will be billed to the client. More than one drug may be entered for compound products.
(Red X)	Button	Deletes this product from the list
Product	Text	The name of the product on this row
Location	Hidden Box	Right click to manually enter a location. This location shows all inventory areas where this product has been stored in the inventory system. Choose the appropriate location.
Lot	Text field	Place to enter the lot number for this drug. Auto fills if this information was stored at the inventory level.
Serial No	Text field	Place to enter the serial number for this drug. Auto fills if this information was stored at the inventory level.
Manufacturer	Text field	Place to enter the manufacturer for this drug. Auto fills if this information was entered at the inventory level.
Expiration	Date picker	Place to enter the expiration for this lot of the drug. Auto fills if this information was entered at the inventory level.
(Green Plus)	Button	Auto populates the label information with this lot, inventory, expiration, etc.LIMS-6092, NCSU and UMON
Available	Text	Displays the quantity of the drug in inventory if this information is tracked at the inventory level.
Used	Hidden Box	Enter the actual amount used from inventory, if some was used but not billed. Having a quantity mismatch between used and sold will flag this prescription as requiring a Usage form.
Sold	Text field	The quantity for which the customer will be billed.
Subtotal	Text	Unit cost x sold as dollars
Subtotal (2)	Text	The total cost of all subtotals for all products in the billing section

Rx #

The Rx # will be automatically pulled from the next available number in the sequence for the pharmacy, unless this is a refill, at which point the next available number in the refill will be appended to the previous number. Depending on your pharmacy's workflow, you can assign the Rx # during the fill process, or wait until just before approval. Every prescription fill must have a unique, identifiable number. The prefix will be assigned automatically.

Feature	Type	Function
Rx #	Text fields	The Rx # that will be assigned to this prescription. Can be manually entered.
Get RX #	Button	Finds the next available Rx # for your pharmacy based on the sequence.

Partial FillsLIMS-5984, Partial Fills – Requirement for many schools.

Partial fills must be enabled at the Pharmacy level for this feature to be available. Please see Main Pharmacy Settings for where to turn this feature on.
If the pharmacy is low on stock or the client is unwilling or unable to purchase the entire prescription at once, the prescription may be flagged as a partial fill. VetView will allow the client to complete the remainder of this fill at a later time. The completion of a partial fill is treated as a refill, per DEA rules, and tracked as such within the system. Quantity on the label will be considered the quantity issued vs the quantity prescribed, not the quantity billed.
Partial fill will track the quantity filled against the total quantity prescribed, and the remainder can be filled as a partial refill. This will not decrement the prescription's refill counter; a partial fill leaves the same number of refills available as before.
Clicking the Partial Fill checkbox will cause the word "of" and a small box containing the original prescribed quantity that cannot be edited. This is how it will appear on the label as well.
See Refill and Complete Partial Fill in the patient record section for details on completing a partial fill.
A prescription request that is sent in as "Complete Partial Fill" will have restrictions imposed on the total quantities based on the remaining amount available. The quantity for all partial fills cannot exceed the total quantity prescribed, and the total quantity for all fills and partial fills cannot exceed the original prescribed quantity multiplied by refills. These restrictions are calculated automatically by VetView to prevent abuse and cannot be circumvented.
Complex Partial Fills: Partial fills can be issued and re-issued up until the maximum quantity of the original prescription. The label will change to accommodate this. Please ensure your label report conforms with your state or province laws.

Feature	Type	Function
Partial Fill	Checkbox	If this feature is turned on at the pharmacy level, tracks the total quantity dispensed against the total quantity prescribed, and allows the clinician to complete a partial refill at a later time.
"of (box)"	Text field	Uneditable text field that pulls in the total quantity prescribed. This will print exactly as it appears on the label, with the exception of complex partial fills, which will also print the amount previous dispensed. ("10 of 30, Total Filled 30 of 30, Refills Remaining 4"

Printing Labels and Info Sheets

The bottom section of the Prescription Fill form contains a place to customize the appearance of the prescription label. Any pre-assigned stickers (labels) and drug data sheets will appear automatically. Others can be added or removed as desired. If the data sheet is set to print by default, the checkbox will load next to its name; otherwise it is available to print but will not print automatically.

Feature	Type	Function
Drug	Text Field	A place to enter the drug as you wish it to appear on the prescription label. (As opposed to the product name, which may contain information with no meaning to your client.)
Display on Record	Checkbox	Clicking this box means that the Drug as it appears on the label will appear as the product name in the patient record instead of the actual product prescribed. Use this for compounded medications, or medicines where the strength was changed, to avoid confusion when requesting refills. The products prescribed and the products billed will remain unchanged in the system.
Instructions	Text field	Instructions to the client. Copy from Billing will copy the information from the prescription into this field, where it can be altered if desired.
Quantity	Text field	The quantity as it will appear on the label
Partial Fill	Checkbox	Indicates that this fill is a partial fill, and sets this flag on the prescription, turning on a complete partial fill option on the patient medication tab.
Exp	Date picker	The expiration of the product. Cannot exceed the prescription expiration date. Refill expiration dates will be automatically calculated based on drug class.
Lot	Text field	The lot of the product. Copy from Billing will automatically import this from the Inventory field, if it was entered.
Mnfr	Text field	The manufacturer of the product. Copy from Billing will automatically import this.
Labels	Combo Box	All available labels as defined in Pharmacy Setup
Sheets	Combo Box	All available drug sheets associated with this product, via the generic product link
(Checkbox)	Checkbox	Check this to force this drug sheet to print. Can be checked or unchecked by default.
Aux Instruct	Text Field	Use this for any additional instructions to the client, beyond the normal medical instructions.

Ready for Pickup Status

This is an optional status that can be enabled at a pharmacy level. When this is turned on, the Pharmacy Fill Screen has an additional option besides "Review" and "Done/Issued" called "Ready for Pickup." The Done/Issued button is also clarified to say "Filled" when this status is enabled. See the Main Pharmacy Settings for where to turn on this flag.

After a prescription is ready for Review, the pharmacist can review the prescription and confirm that it is "Ready for Pickup." At that point, it may be placed in a bin near the pharmacy window. A user who is picking up the prescription must sign off on it using VetView.
Ready for Pickup appears in its own section in the Pharmacy Queue. You can create a special account that hides all prescriptions except within this status, and then use that as a "kiosk view" for a pharmacy lobby area.

If the pharmacist is the one handling the prescription, e.g. the product is being taken home by a client and handed over directly by the pharmacist, they can hit the Filled button to bypass the Ready for Pickup status.
For a user account that has the privilege to Start Pickup, an additional button will appear on this section of the queue.

Clicking on the Start Pickup button will transform the binoculars into check boxes. The user can select the prescriptions that are being picked up, and then click on Hand Over Prescriptions.

This will open up a confirmation dialogue box for the user who is picking up the prescriptions to enter in their username and password. They must have the associated Pick Up privilege in order for this to be completed.

The prescription is then marked with the user and the date/time of pickup, and this information will be stored permanently on the prescription and can be viewed in the Prescription Audit History.

Feature	Type	Function
Ready for Pickup	Button	This button appears when the status is enabled at the Pharmacy level. The pharmacist can set this status after the prescription is reviewed. Or they can click on "Filled" and hand the prescription directly to a client for take home, if the client is waiting.
Ready for Pickup	Queue Section	Displays prescriptions that have been set in the status of Ready for Pickup
Start Pickup	Button	Begins the hand over process. Clicking on this button transforms the binoculars into checkboxes, and allows the user to select the prescriptions they are picking up.
Hand Over	Button	Begins the hand over process for selected prescriptions. The user will click on this to open a dialogue box prompting for a username and password.
Pick Up	Button	Confirms that the listed prescriptions are being picked up by the user.
Cancel	Button	Standard button to exit the dialogue box if the wrong prescription is listed.

Prescription Search Screen

The prescription search screen allows you to perform a search for previously filled prescriptions based on specific criteria, such as the drug dispensed, prescribing DVM, or the date range. This lets you build a custom list of search results, from looking for a single previous prescription, to creating a list to prepare for the DEA.
VetView contains a default Jasper report that emits results which mirror the search results display. You can create additional reports to match the requirements of your State Board of Pharmacy, such as a Drugs Dispensed report. See Reports for additional information on creating and saving custom reports.

The screen is composed of three major parts: The search parameters window at the top, the search results window at the bottom, and the reports selection via a PDF window that opens when you click on the Reports button.

Feature	Type	Function
Prescription Search	Window	Contains the parameters for searching prescriptions in the database
Prescription Search Results	Window and Data Grid	Displays a list of the prescriptions that match the search criteria specified in the Search window. If no criteria were selected, will display all prescriptions in your system from the beginning of the database.
Reports	Button	Opens a new pop up window. Transforms the list from the Prescription Search Results into a printable PDF report form. Additional custom reports can be created using Jasper and iReport, stored into the Report Setup screen, and accessed from this window.

Prescription Search

Search allows you to filter out the results you want to see with a wide variety of options.

Feature	Type	Function
RX#	Text Fields	Allows you to search for a specific prescription. Entering the prefix and base number will find the prescription and all related refills. Entering in a refill suffix will only bring up that specific refill.
Pharmacy	Combo Box	Allows you to bring up all prescriptions for a specific pharmacy. Works in conjunction with all other search fields to narrow search criteria.
External flag	Checkbox	Limits the search to only prescriptions marked as external, i.e. created for patient to be filled at another pharmacy
Requested By	Combo Box	Allows you to search for all prescriptions requested by a specific user.
Patient	Text Fields	Allows you to search for all prescriptions written for a specific patient, either by case number or by the patient's name.
Drug Name	Text Fields	Allows you to search for prescriptions for specific drugs, either by the line and sequence, or by a keyword in the product name
Date Type	Combo Box	Allows you to choose what data parameters to search by, such as Date created, Date Filled, or Date Filled UGA request LIMS-4473, add Date Issued as a search option on this screen
From / TO	Date Pickers	Allows you to narrow the date range for which prescriptions are displayed. Use this to create a report of all drugs filled in a specific month, for example.
Drug Not Listed	Checkbox	Limits the search to only prescriptions for which the drug was not standard in inventory (with the drug not listed flag.)
Status	Combo Box	Allows you to search for prescriptions that are in a specific status, e.g. requested for filled.
Prescribing DVM	Combo Box	Allows you to search for prescriptions written by an internal DVM
Outside Prescribing DVM	Combox Box	Allows you to search for prescriptions written by an external RDVM which were filled at your pharmacy
Reserved	Combo Box	Allows you to search for prescriptions reserved by a specific user
Drug ClassLIMS-6915 for KSU	Multi Selector	Allows you to search for prescriptions only of a specific drug class. Use this to limit your search results to controlled substances for DEA reports.
Lot Number	Free Text	Allows you to search against the lot number of the product recorded at the time of fill.LIMS-7115 – for NCSU
Prescription FlagAdded in version 1.6 for MU	Free Text	Allows you to search against any prescription flags that were manually entered during the fill process. Searches a partial string including just a few letters.

Prescription Search Results

Results based on your search appear in the window below. You may access the detailed view of any of the listed prescriptions by clicking on the binoculars.
You can chance the display and view of these prescriptions by right clicking and adjusting the columnsLIMS-6914 adjustable columns on the prescription search screen. In order to change the corresponding print view, you will need to customize this report. See Prescription Search Results (Drugs Dispensed) for more information. Alternate Drug Dispensed Reports can be built and accessed from this screen if you have different reports that must be created internally, externally, or from state agencies.

Feature	Type	Function
Prescription Search Results	Button	Opens up your search results in a report format, so that your search results can be given to the DEA or your State Board of Pharmacy
Binoculars	Button	Opens of the detailed Prescription Fill information for the selected prescription.
Rx #	Text	If an Rx # was assigned to a prescription request, it will appear here. Rejected or cancelled prescriptions may not have an Rx #
Requested By	Text	The user who submitted the prescription request
Pharmacy	Text	Which pharmacy the prescription was submitted to
Patient	Info dot and Link	The info dot gives a brief window of patient demographic information. The link will take you to the patient record.

Detailed View of Filled PrescriptionNCSU Requirement: Certain script fields are editable after the prescription is filled, when they should not be (LIMS-6785) NCSU Requirement: Display time stamp next to Date Start and Approved Dates on this page LIMS-7128

After clicking on the binoculars icon, you will load the prescription as it appeared at the time of the fill. None of these fields can be altered. If the lot, manufacturer, and expiration were included for the product at the time of fill, it will appear on this page as well. And the labels and info will appear exactly as they were at the time of issue.

Feature	Type	Function
Prescription Request Info	Text	Displays the data of the prescription request from the clinician at the time of issue. This data is read only.
Billing and Inventory Information	Text	Displays the data of the prescription fill from the technicians as entered at the time of issue. This data is read only.
Prescription Label and Data Card	Reports	Displays the prescription label and the data cards at the time of issue.
Technician	Text	Name of the Technician who filled the prescription
Pharmacist	Text	Name of the Pharmacists who issued the prescription

Unissue PrescriptionNCSU LIMS-6785, new requirement to be able to edit prescriptions after issue

This button is locked behind an elevated privilege. If a prescription was issued, but the quantity or product was issued incorrectly, the prescription can b "un-issued" and modified. All changes are recorded in the logs for auditing purposes. This workflow is optional and we strongly recommend that this button only be granted to pharmacists, not technicians.

Cancel FillMU requirement LIMS-7211, Cancel Fill button

If a prescription was issued, but the client is unable to pick up the prescription within the expected time frame and the medication is time sensitive (e.g. a compound that may expire), you can cancel the individual fill of the prescription. Unlike the Unissue button, this process does not modify the prescription but instead changes the status of that fill to Cancelled, and adds back +1 against the refill count. The Rx# counter for the refill remains as-is, and the cancelled fill is still available to search under the Rx#.

Prescriptions Dispensed Report

After selecting the search criteria for your prescription, click on "Prescription Search Results" to load a PDF version of the result list suitable for presentation to the DEA. This report can be further customized, if desired, by editing the base report in iReport. See the Reports section for more information.

Prescription Detailed History and Audit LogLIMS-4659, Prescription Audit Log. Requirement for KSU, AU, and UGA

Each prescription has the history recorded and time stamped from creation to fill. VetView will save each change as it is made to the prescription, including the user who made the change and the exact time the change was made. This information is then retrieved in two different ways from the Prescription Queue and the Prescription Search Screen if a user has the admin rights to view it – the History tab and the Audit Log tab.

Prescription History Tab

The Prescription History Tab is a visual representation of the changes made to the prescription. Each change generates a card that displays on the left of the screen, and the changed fields with each save display in red on the right. If you have questions about who changed a quantity and when, for example, this tool lets you quickly trace the timeline of the prescription and identify when the change was made.
This information can also be viewed in real time from the Prescription Fill Queue by clicking on the History button there.

Feature	Type	Function
History Tab	Tab	A visual view of changes to the prescription request and fill over time
(Change Cards)	VetView Button Cards	Clicking on a card will bring up the details of the prescription. The card-button gives a high level overview of the changes as a preview.
Request Section	Text	The prescription exactly as it appeared at the point of the save associated with the preview card. The fields that were changed from the previous save will appear in red and/or italics. (Exact typography TBD.)
Fill Section	Text	The prescription fill exactly as it appeared at the point of save associated with the preview card.

Prescription Audit Log

The audit log is the second tab accessible with the admin privilege for prescription audits. This tab contains a list of all the changes that were made to the prescription, without the visuals. This list can be printed out on demand, and the report can be modified locally to include any additional information that your State Board of Pharmacy considers necessary for an individual prescription audit.

On mouse over, the blue fields in the Fields Changed column will give the previous value of the field for comparison.

Feature	Type	Function
Audit Log	Tab	Contains a tabular list of changes to the prescription over time.
Rx #	Text	The RX # for this prescription request and fill. Note: Refills will have their own separate logs.
Print button	Button	Opens the Audit Log Report. VetView will include a base template for this report, but you can create a custom version to meet your State Board of Pharmacy or province's requirements.
Status	Column	The status change (save event) of the prescription
Date/Time	Column	The time stamp for which the prescription save occurred
Status Duration	Column	The length of time between time stamps / saves.
User	Column	The name of the person who performed this save
Fields Changed	Column	The fields that were changed from the previous save to this one
(Name of Field Changed)	Mouse Over Text	On mouse over, each field will display more details about the previous field's value, and the current field. Useful for fields that were not changed for several saves.

Drug Management Screens

The Drug Management system for VetView allows you to submit products as wastes and associate it with specific patients, episodes, and prescriptions. You should be able to view the lifetime of the drug once it has been dispensed, including all usage and wastes.NCSU Requirement: Epic for system is LIMS-6706, NCSU ticket is LIMS-4285 Drug disposal forms are stored on the Patient Record in the Prescriptions tab, and will be linked to the episode via the Medication medical record group. They can also be accessed on right click for prescriptions, and on the Order screen.
VetView Drug Management System Term Definitions:

Drug Disposal Form (known as the Disposition in UVIS): A window in VetView that allows for the tracking and permanent archiving of the usage of a drug in patient care. Must be associated with an Rx that is in the status of "Filled" or "Partially filled" or "Daily Filled." Prescriptions in the status of Requested or Approved cannot have waste tracked. Prescriptions from a CDM can be tracked once they are considered Filled within VetView. Items on a bill that are not prescriptions or controlled substances can have this tracked, but it is optional on the item level whether it will be required. Items with any drug class linked are automatically required. Eligible products will automatically generate a link on the Medication section of the patient record, and the Prescription Tab.
Drug Management Search: A list of all forms that have been entered in the system. Used to create the Controlled Drugs Logs report for the DEA. Search by date, by unit, by product, by drug class, by pharmacy, by user who entered, and also by drug container.
Controlled Drug Logs: A printable report based on the search results from Drug Management Search.
Containers: The container from which the substance was taken. Can be entered at CDM level.

If a drug is taken from a CDM, the associated Drug Disposal Form will automatically be created, and be partially filled out.
Only the initial prescription Requestor, or the user who pulled a prescription from the CDM, can fill out the associated form. However, an elevated privilege is available for Chief Pharmacists to clear out any dispositions for any user, should that user no longer be available to complete the form themselves.
The setup of Drug Management is explained in the section entitled Drug Management Setup.

Drug Disposal Form

This is the entry form for usage and waste. It can be accessed from the patient record during an episode, and from the Management Queue once an episode has been discharged. It can also be accessed from the Order Management screen on the details area of a bill. New Requirements: (From discussion on 9/19/2017)

Patient record AND on the Order Screen
Pop up box
Tracking of waste should be an all in one process: Amount taken, amount used, amount billed to client, amount returned to inventory (if any)

Improper or missing wastes go to Deficiencies but do not prevent billing or discharge The Reasons and Methods can also be customized to restrict your users to a specific number of options.
Multiple disposal forms can be entered against a single product so long as the total amount administered and discarded does not exceed the total amount dispensed or billed. There is a customizable tolerance built in to Qty Dispensed vs totals Administered and Discarded – you can set it to 0% if desired, or allow the maximum your State/Province Board of Pharmacy permits. Bill Qty is independent and up to the discretion of each unit.
Some information will flow in from the prescription itself. On CDMs, the user for the disposition associated with the drug will be locked. Other information from the CDM will be locked and cannot be edited without an elevated privilege. NCSU Requirement – Need some data flow from Omnicell to the disposition. These fields should be locked. User, Qty administered, time, etc.Disposal forms can be saved as a Draft and edited later if no witness information was entered. Editing anything but notes or the bill qty after a witness has been entered will clear out the witness information, and require the witness be entered again. Witnesses for non-controlled substances can be disabled as a hospital setting.

Drug Disposal Search

All products marked as wasted and disposed will appear on this screen once the log is completed. Search can be done by pharmacy, unit, patient, user, drug and drug class as well as during a specific time period for required reporting to the DEA. The report format included is a basic form containing what the DEA requests. See Reports.

Feature	Type	Function
Rx #	Text Fields	Search by Rx # - If the refill field is left blank, will return results for all fills, partial fills, and refills for the prescription
Pharmacy	Drop Down Selector	List of pharmacies in the hospital. No pharmacy selected will return results that include all pharmacies as well as non-prescription products
Patient	Text Fields	Search by the patient case no or name
Unit	Drop down selector	List of units in the hospital
Usage	Drop down selector	Custom defined list of valid uses for your hospital.
Drug Class	Drop down selector	List of drug classes. No drug class selected will return results that include all drug classes as well as non-prescription products
Product	Line Seq Search	Allows for creating a list of one specific product
Date Type	Drop down selector	Choice of Prescription Requested, Prescription Issued, Log Entered, or Episode Discharged for date search parameters
Episode	Text	Allows searching for a specific episode if the number is known
User	Drop down selectors	Choice of Prescription Requester, Prescribing DVM, Pharmacy Technician, Issuing Pharmacist, Entered By, and Witness, along with a user list of all users in the hospital
Container	Text	Search for all results associated with a specific container (e.g. show me all the usages logged in October for Product X's container C-256)
Search and Reset	Buttons	Standard search and reset buttons. Search creates a query from the selected criteria and runs it against all the logs in the system.

Drug Search Screen

This screen is intended to be used by pharmacy administration to display all points in which a drug has been used at your hospital. Unlike the Drug Disposal Search, this section lets you track how controlled inventory was removed, at all points within the hospital, including: prescriptions, CDMs, bill only, and inventory loss records.

The top section sets the search parameters for the list. You can search by products, by units or DVMs, by a specific date range, or by an entire drug class. The "outcome" search will pull in your custom drug usage list from the Drug Disposal Form. If there are multiple lines against a drug on the form, it is possible for the same patient, episode, and drug to be listed multiple times – but the quantity and usage will be unique to each line. Other fixed outcomes include Issued (for prescriptions) and Sold (for OTC or bill only items), or used if the entire product was used and no drug disposal form was tracked against it.
The results split out into a grid format. On the results, you can view the original prescription by clicking on the binoculars icon, or view the disposal form if one was tracked against the outcome.

The results will include the product name, quantity, unit, patient, episode, as well as some information about the last users who are associated with the outcome.

Last updated Date, Last Updated User, Issued or Used Source, and the actual out, as well as the DVM associated with the prescription or the sale, will also output.

Controlled Drug Machine Screens

Controlled Drug Machine Logs Several improvements on this page and others are grouped together in the epic LIMS-6730. Pharmacy Security Improvements

The controlled drug machine page will open up the log from your central Omnicell, Pyxis, or Cubex machines. This will allow your pharmacy team to review any products that were removed and replaced, and the orders and patients associated with each drug. Any exceptions – products removed without an order or patient, products removed by one user and replaced by another (e.g. keys for wards or wings in your hospital) can be tracked, printed, or cleared from this screen. The generated results can be sorted by column. A view only privilege is also available for this screen.LIMS-4670 View Only privilege for CDM screen, UGA request

You can also print out the log for any DEA audits or internal records. This report can be customized, and if necessary can display both the user who pulled from the machine as well as the prescribing DVM who approved it.NCSU Requirement 11/20/2017 Note that Jeff says we need to make a minor revision to the Omnicell / Pyxis / Cubex communication, as currently the prescribing DVM overwrites the technician upon approval, and both users should be recorded. LIMS-7120 The column for the second user can be added via a custom version of the existing report.
Notes from 1/26/2018 SOW meeting with NSCU: This bug was FIXED in Omnicell to UVIS; it only needs to be addressed in VetView

Feature	Type	Function
CDM Search	Window	Contains the search parameters for prescriptions issued via controlled drug machines.
Search Results	Window	A list of all the results generated based on the selected search parameters
CDM Log	PDF Report	A list generated based on the search results in a printable PDF format. Can be customized in iReports based on your state or province's requirements

Control Drug Machine Setup

To enable the CDM interface the setup starts in the Pharmacy Setup Screen, where you define the machines that will be sending drug dispensing records, via HL7 messaging. In the setup you can setup routing rules once a transaction record is received. Every transactions is recorded in the CDM log tables, and by machine or product you can set routing rules for billing and/or generating a Prescription or Medication record. You can also set default billing overrides or markup or service fees, more billing option for CDM transactions can be set at the product level.

Once the machines are defined the API will need to be setup to send and receive the HL7 messages from the vendor's server. In the API you set the manufacturer, target IP address/port, HL7 routing information, and error email.

Product Setup – CDM Tab
This section will allow for setting what the interface should do with the CDM transaction once received. You can also set bill override information from the product setting.

Point of Sales Screen LIMS-6834 – Point of Sales Epic

This screen will allow a user with the necessary privileges the ability to process a bill-only episode for a client or a patient even if the patient is not present. This screen is designed as task driven workflow software to allow you to choose only the functionality you need to process the sale or item return.
A patient or a client must be added before any tasks become available. Existing patients may be loaded, or a brand new patient can be added from this screen for OTC sales or retail prescription sales.

Feature	Type	Function
Patient Card	Field Set	A place to look up an existing patient or add a new patient to the system. A patient is required to fill a prescription, but an OTC sale can be billed against a client and not a specific patient if desired.
Owner Card	Field Set	A place to look up an existing client or add a new client to the system. If a patient is added first, the Owner will load automatically. An owner is required for all functions on this screen.
RDVM Card	Field Set	A place to look up an existing RDVM or add a new one to the system. An RDVM is required for an outside prescription fill, but not for an OTC sale. If a patient is added first and already has a primary RDVM associated, it will load automatically.
Billing Info	Tab	Once an owner, RDVM, or patient is added to the cards, this tab will display all the available tasks for this screen.

Fill Outside Rx

This workflow lets you process a prescription written from an outside RDVM, if your pharmacy has a retail license. The patient, owner, and RDVM are all required in order to process this workflow.
New patients (without existing prescriptions or any previous orders) are limited to in-person sales only (no mail order) and can only Fill Outside Rx or purchase an item OTC.

Fill outside Rx will load the New Prescription Form in the tab below. If the user logged in belongs to a dispensary pharmacy, the entire prescription request may be processed from this page. Otherwise, the request will be processed as part of the stand

Refill Rx

This workflow will let you refill a prescription for a patient who was previously here but is not returning for a visit. Refills will also have the option to mail from this screen.
Add New Rx, Approve Rx, etc. are all available from this screen provided the user has the appropriate privileges. (This is literally the patient's Prescription tab loaded into this window.)
Clicking the Refill Prescription will first prompt the user to create an open order, if one is not available. It will also create the necessary Bill Only Episode in the background for the patient.
Once the user has gone to the Prescriptions tab and selected the prescription to refill (or the option to create a new prescription if they have the privilege), the standard New Prescription form will open up on the first tab.

The user can then choose a method for the prescription: In Person Pickup, or the ability to link a mailing address to the prescription based on the Owner's addresses. After that, the prescription request is filled out as normal.

Feature	Type	Function
Refill Prescription	Button	Opens up the Refill Prescription workflow
No Open Order	Window	Pops up if the patient does not have an open order
Open Order	Button	If there is no open order, then clicking this button will make a new Bill Only episode will be automatically created in the background.
Cancel	Button	Cancels out of the refill process without creating a new episode
Prescriptions	Tab	Loads the Medication tab from the patient record and displays all prescriptions
(Context Menu)	Right Click Menu	Loads opens available for the prescription. Opens can include Refill prescription, Copy Rx, Complete Partial Fill, etc.

Mail Order Prescriptions

If the prescription being refilled is a mail order prescription, you can choose the option to "Mail To" from the top of the prescription fill form, and then choose the address to mail to. "Add Address" will open the Contact Method window from the client, and allow you to choose from the existing addresses, or add a new one if desired. This will flag the prescription as "Mailed Order" and permanently link the mailed address to the prescription.
The prescription request status should be set to something that will indicate that it is a mail order prescription to the pharmacy. The selected address will appear as a comment in the Fill screen of type "Mail Order Address."

Feature	Type	Function
Refill	Tab	Contains the prescription request form for a refill.
Cancel Refill	Button	Exits out of the Refill workflow screen
Choose Method	Combo Box	Defaults to In Person Pickup, but if the refill is a mail order request, allows the technician to choose Mail To and select an address from the client's contact methods
Prescription Request Form	Field Set	The standard prescription Request form to process a refill request. For mail orders, the technician should choose a status that indicates the prescription should be mailed.

Sell OTC Item

This workflow is intended for non-prescription item sales – food, toys, and other products that do not need a prescription, assuming the patient is not here for a visit.
Only the bill party is required for this process. An RDVM is not required for an OTC sale, nor is a patient. Per Jeff we can do this, somehow
After clicking the Purchase OTC Item button, the user will be prompted to open an order if necessary, and then a standard Order page will appear in the lower tab. A Bill Only Episode will be opened against the Owner and/or the patient. The user will be able to view and process the order, and then finalize the bill from this page.

Feature	Type	Function
Purchase OTC Item	Tab	Contains the workflow for purchasing a non prescription item
Cancel OTC	Button	Cancels out of the OTC workflow
Choose Method	Combo Box	Allows the user to select whether it is an in person purchase or needs to be mailed out. (Items purchased during the course of a normal episode should not be bought using this method. Items that require a prescription must use the prescription workflows.)
Open Order	Field Set	Contains the standard Order page to allow the user to open an order, add items being sold to the order, and approve the bill. If the user has cashier privileges, the entire order can be completed by going to the Cashier screen.

Return ItemLIMS-4284 – Pharmacy POS Screen Return Process

The Return Item functionality will be available from the Order page as well as from this page, so that cashiers separate from the pharmacy area can also process returns.
Returned items will generate a Closed Order Adjustment and the user will have the option to return the item to inventory or create a disposal log for items.
Clicking the button will immediately load a list of the orders associated with the selected patient (or client, if no patient was chosen.) Return Order is the only option available on right click of the Order Results screen.

However, once the Return Screen has been opened, returns can be processed against multiple orders at the same time.

Feature	Type	Function
Billing Info	Tab	Loads a list of orders associated with the select client.
Cancel	Button	Exits out of the Return Item workflow
Search Results	Field Set	A list of all orders associated with the client.
(Context Menu)	Right Click Menu	On right click of an order, the option to initiate the Return Item process. (This will also be added to the regular Order Search screen.)

Return Item Window

From this window, the user can add the item that is being returned, the quantity, confirm the refund amount, and choose whether the item will be restocked (for unopened items that can be returned to stock, e.g. flea power) or disposed. (Choosing Create Disposal will immediately load the disposal entry form on the next screen. See Drug Disposal Form. )
The form loads a Line Seq Product search that limits results to products on previous bills of type Inventory, going back in time.

Once the product has been identified, the bill that it was charged against will load in green. Click on the plus sign to add it to the list and then choose inventory options. Additional items can be added in the same manner

After clicking Process Return, the selected items will be returned to inventory or the drug disposal form will load. The user will receive a Closed Order Adjustment on this bill for the selected amount against the respective bills for the returned items, and can go to the Cashier to receive their refund as cash or credit or check, however the school wishes to handle it. If the user with POS screen access is also a cashier, this can all be handled by one user.

Feature	Type	Function
Return Item	Window	Pop up window containing all the functions of the return item window. Available on all Order search screens.
Line Seq Product	Product Look up	Allows you to type in the product name to be returned. Limits items to only products of type "Inventory" which are found on previous bills.
(Checkmark)	Button	Adds the selected item to the return list
Date of Order	Text	The date of the order of the selected item to be returned
Restock	Radio Button	If the item is not damaged and is a product which could be restocked (e.g. a dog collar) select this button to put it back into stock
Create Disposal	Radio Button	If the item must be disposed (and not restocked) associates a Waste / Usage form with the product (if required), so that the method of disposal can be tracked and witnessed. If the product does not require disposal, does not require the form.
Inventory Area	Combo Box	The inventory area to which the product will be returned
Qty Returned	Text Field	A place to enter the integer amount being returned. Cannot exceed amount sold. Returns can only be processed against an order item up to the total qty sold.
Refund Total	Text	The refund amount based on unit cost (sold) x amount returned
(Red X)	Button	Remove the item from the list
Process Refund	Button	Creates a Closed Order Adjustment for the refund amount returns the items to inventory. Loads the Cashier screen so that the user may then cash out the refund, if the user has the appropriate cashier privileges.
Cancel	Button	Closes out the Refund dialogue box

Pharmacy Settings LIMS-6750 – Change Prescription Setup to Pharmacy Setup - LIMS-6012, clean up prescription setup screens

Global Settings Tab

The first options you need to define for your Pharmacy are global, and found under the Pharmacy Setup screen. These flags apply to all pharmacies under the hospital. Check with your State Board of Pharmacy to determine which features are required by your state's laws.

Pharmacy Defaults

Feature	Type	Function
Drug not Listed is External	Check Box	If a clinician tries to find a drug not present in your inventory selection, it is assumed that the prescription will be an External Fill – that is, another pharmacy outside of your hospital will have to fill it.
Allow Rx on Deceased	Check Box	Permits prescriptions on animals that have been flagged Deceased with a deceased date. This allows for billing reconciliation if a patient passed during a visit.
Display Dispensed as Written	Check Box	"Display Dispensed as Written" is for states where the State Pharmacy Board rules require this to appear on prescriptions. If it is not required for your state, you may leave this off. Turning it on gives a simple checkbox for clinicians to click on during prescription creation.
Witness Not Required for Full Usage	Checkbox	Turns off the Witness flag on the Drug Disposal form when the entire quantity is recorded as used. Recommended turned off unless you are using other methods to prevent drug diversion. NCSU Requirement added 11/28/2017 – Turn off witnesses if the entire amount of drug is used

Outside Rx Refill Defaults

This section under the Global Hospital Setup screen defines how your system will handled the "outside Rx" fill process. These settings only apply if your hospital has a retail license. An Outside Rx means a prescription from an RDVM from outside of your hospital that will be filled by the pharmacy. (As opposed to an External Rx, which in VetView is a prescription that your DVMs are providing to clients to take to an external pharmacy.)
You can define the unit to which all revenue is assigned, the appointment type, the "attending DVM" (usually defined as your chief pharmacist or the pharmacy manager, who must have non DVM prescribing privileges), and the main reason for the visit.

Feature	Type	Function
Unit	Drop Down	Choose the unit to which all Outside Rx episodes will be assigned, e.g. your Pharmacy unit
Appointment Type	Drop Down	Choose the appointment type to which all Outside Rx episodes will be assigned
Attending DVM	Drop Down	Choose the prescriber to which all Outside Rx episodes will be assigned. This should be someone in the Pharmacy unit who has prescribing privileges
Main Reason	Text	The "main reason for visit" on all Outside Rx bill only episodes

Refill Rx – Auto Open Episode Defaults

This section defines the behavior of how refills are billed. You can assign a default unit, a default appointment type, a default attending DVM, and a default Main Reason for the visit. Refills will automatically attempt to find an open bill before creating a new Bill Only episode and order. These settings will not affect reporting statistics as Bill Only Episodes do not appear alongside revenue generating episodes.

Feature	Type	Function
Unit	Drop Down	Choose the unit to which all refill episodes will be assigned, e.g. Pharmacy
Appointment Type	Drop Down	Choose the appointment type to which all refill episodes will be assigned
Attending DVM	Drop Down	Choose the prescriber to which all refill episodes will be assigned, e.g. a senior faculty member or someone within the Pharmacy staff if desired
Main Reason	Text	The "main reason for visit" on all Refill episodes

Main Pharmacy Setup Tab

A hospital can have multiple pharmacies with different settings, different DEA numbers, different RX# for tracking, and even different inventory areas for accessing pharmacy items from storage areas.
You can add a new Pharmacy at any time by clicking on the Add button, and edit an existing pharmacy. Pharmacies cannot be removed (the DEA requires that all information stay tracked for at least three years) but they can be marked as inactive, so that no prescriptions can be dispensed in the future.
So if you want to add a new pharmacy location within your hospital, you can, and then you can remove an old Pharmacy by making it inactive.

Pharmacy List

Feature	Type	Function
+Add	Button (Green Plus Sign)	Allows you to add a new pharmacy section to your hospital
Edit	Button (Yellow Pencil)	Allows you to edit an existing pharmacy's settings

Main Pharmacy Settings

After clicking Add or Edit, the Pharmacy main settings window will open.NCSU Requirement: Option to use patient number as Rx number for inpatients. (LIMS-6780) While we legally are required to use a separate Rx # for all prescriptions, regardless of patient status, we will provide the option to use an alternate Rx# prefix so that these can be separated from your mainline prescriptions. If you desire an entirely separate Rx # line, you can set up Inpatient as its own Pharmacy (since it can share a space with any other physical pharmacy) to keep the Rx # line totally separate. We are also providing the ability to hide the Rx # column on the Pharmacy Fill Queue, such that your technicians only need to look at the patient number on the fill screen and the Rx # line can remain in the background. Note that Daily Fill prescriptions will also have the option for a separate Rx # line as well as the prefix (seen here) The Patient # is available as a Netbean, and you can replace this on the printed label for the bulk labels of LIMS-7117 via a custom report Each pharmacy has a variety of workflow options and requirements that you can turn on and off depending on your state's laws and your hospital's needs.

Feature	Type	Function
Pharmacy Name	Text Field	Allows you to give your pharmacy a unique descriptive name. You can separate them by physical location, or by function (e.g. Large Animal Pharmacy vs Small Animal Pharmacy.) We strongly suggest that if your pharmacy areas have separate Rx # lines that you separate them in setup.
Unit	Drop Down Box	Allows you to associate your pharmacy with a hospital unit. This is how you can tie your personnel and documents to the pharmacy. We recommend setting up separate Unit areas for each pharmacy, but you can associate more than one pharmacy with the same area if they share the same supervisors.
DEA#	Text Field	Your pharmacy's primary DEA number. Your clinicians will have their own sub DEA numbers assigned under their User Profile.
Current Rx #:	Text Box	On the day you start up VetView in your Hospital, you can put in your current Rx# to ensure a continuous line without gaps. Each time an Rx # is issued this will step up automatically. (If your different pharmacy areas have different Rx # lines, we strongly suggest setting them up as separate pharmacies. Otherwise your Rx # steps will be incorrect.)
Prefix	Text Box	You can set a unique prefix for your Rx # line for your pharmacy.
Use Alternate Prefix for Inpatients	Check Box and Text Box	If you want to keep your inpatients under a different prefix for prescription sort, you can set this here. Without it, inpatients and outpatients will all have the same main pharmacy prefix.
Use Alternate Prefix for Daily Fills	Check Box and Text Box	If you want to keep your Daily Fills (inpatient automatic refills) under a different prefix for prescription sort, you can set this here.
Default Expiration	Number Stepper	Set the number of days for your expirations to automatically expire. 180 days for six months, etc. 365 is the maximum allowed days.
Active Flag	Check box	Allows you to turn a Pharmacy off if it is no longer in use. We do not permit deletion of pharmacies to ensure your record integrity for the DEA. Disabling a pharmacy prevents any prescriptions from being issued from that pharmacy.
Inventory Area	Drop down box	Associates your pharmacy with an Inventory Area. If you have separate pharmacies, we strongly suggest setting up separate inventory areas for them, to avoid mixing up inventory and decrements from the wrong location. Only inventory areas assigned to the Pharmacy unit are available.LIMS-3657, scheduled for version 1.9 for the inventory improvements.
Dispensary Workflow	Check Box	Allows a pharmacy to be designated a dispensary. This allows your technicians and clinicians to complete the request and fill process in a single step when submitting a prescription, all from the patient record. Use this for satellite locations without a pharmacist on staff. Your clinician must be set up to issue prescription fills for this functionality to work.
Enable Partial Fills	Check Box	This box will allow your pharmacy to fill part of a prescription. The balance of the prescribed amount is automatically created as a remainder refill. If you disable this, your pharmacy will only be able to fill the whole amount of a prescription without revising the script or rejecting it.
Enable Daily Fills	Check Box	This box will allow your pharmacy to process prescriptions for in patients with the "Daily Fill" status. Use this workflow if you pre-fill prescriptions for overnight patients instead of using a controlled drug machine.
Require Days SupplyUMN Requirement, LIMS-5670, Require Days Supply field	Check Box	Turning this feature on will force your clinicians to calculate the days supply. If they use the Draft Terms, it will automatically copy over the days field. This value will be required on prescription approval, not the initial save/request. 0 is not allowed when this is checked.
Require Total QuantityLIMS-5595, Make total qty a required field, KSU requirement	Check Box	Checking this box will force the prescribing clinician to include a total quantity of the product requested on approval. 0 is not allowed when this is checked. The amount may be edited by the pharmacist later if necessary. If the clinician uses the draft terms, this should be automatically derived from the values entered into the fields whenever possible.
Require Dosage	Check Box	Allows you to force the clinician to include a dosage ratioLIMS-4246, require dosage, UGA request. You can set up a special pharmacy for products that will require this information, if desired, or leave the checkbox off for all pharmacies.
Enable Clinician Held Prescriptions	Check Box	Turns on the ability for a student or clinician to save a prescription to the patient record without sending it to the pharmacy, pending test results or the outcome of a surgery. Expiration dates are calculated based on drug class but can be manually adjusted by the user.
Enable Ready for Pickup	Checkbox	Turns on the Ready for Pickup status, allowing a pharmacist to review and approve a prescription but then require a second sign off when a student or vet tech picks it up at the pharmacy window.
Force Prescribed Product on Fill	Checkbox	When this option is checked, the product family cannot be edited on the Prescription Fill Screen. Only products linked by generics are available. Prescriptions for incorrect or out of stock products will need to be rejected. NCSU Requirement 11-27, LIMS-7122
Enable 7-12 Refills	Checkbox	Enables the second row of refills to appear in states or provinces that allow refills to go up to 1 year instead of 6 months
Push patient profile to CDM	Checkbox	Allows VetView to transmit information to the CDM other than the base prescription. Allows pre-fill of pieces of waste/usage dispositions.NCSU requirement from discussion on 1/27/2018
Allow re-submit of rejected scripts	Checkbox	For scripts that are rejected at any point in the request or fill process, returns the script to the original requestor for corrections and allows for resubmit
Do not approve prescriptions with approximate weights	Check box	Turning this feature on will prevent your clinicians from approving a prescription that has a weight which is only "approximate." By default, any weight entered in the last 24 hours is considered updated. NCSU Requirement: Approximate Weight flag. LIMS-4770
Update By	Text	This displays the last user to adjust the Pharmacy settings, and the date.

Pharmacy Selection

Different pharmacies can share the same physical space, if you want to keep your Large Animal and Small Animal Rx number lines separated, for example. Pharmacies share the same product names and numbers, but you can designate different inventory locations if desired through the inventory system, as well.
Additional windows will also open once a Pharmacy has been clicked on, which allow you to quickly adjust settings that may change frequently.
A dispensary is a pharmacy location that can provide a limited assortment of prescriptions without additional pharmacist verification. It is designed for a community clinic or a field services, such as a TNR program.Confirmed this is disabled as of version 1.6 – we will need to re-enable, but also have major changes planned. See Prescription Request Dispensary Form for details on the planned changes. As of version 1.6 this functionality has been disabled on request. We will be modifying and improving this workflow in version 1.7.

Feature	Type	Function
Pharmacy Role Link	Window	Contains the form to define Pharmacy Role Links, which establish which roles have access to this Pharmacy. See Pharmacy Roles for more details.
Drug Class RX#	Window	Contains the form to define separate Rx number lines per drug class, if desired
Pharmacy Printer Setup	Window	Contains the form to define the default printers for your pharmacy, and which printers those reports should go to. (Specifically intended to let you send your labels to a Zebra printer as opposed to the system default printer.)

Pharmacy Role Link

This window allows you to assign which hospital roles are classed as Pharmacy access. Users will need to be individually assigned to each of these roles, and to your hospital's Pharmacy unit for access to other parts of the system. Roles can only be added to the Pharmacy and deleted on this page. (Modifications to roles is done under the Role Management page.)
At the time you add a role, you can designate it as an Approver / Issuer. Your pharmacists who can issue prescriptions should be assigned to this role, but your pharmacy staff should be assigned to a role that is not designed as an issuer. All pharmacy roles must be assigned to the Pharmacy in order to appear under the "technician" drop down on your pharmacy fill page.

Feature	Type	Function
+ Add	Button	Opens up a small window to let you select a Role to associate with your pharmacy. You can define your roles under the Role Setup screen. See the "Supported Roles" section of this guide in order to find the best privileges to grant to each of your pharmacy roles. You can also define which role is required to issue a prescription. For example, for your dispensary, your clinician's roles will need to be set as an issuer in order to fill a prescription. Your pharmacy technician and veterinary technicians can be associated with the pharmacy, but should not be issuers.
Role/Issuer/Delete	Table Grid	Displays the roles currently associated with your pharmacy, and whether they have the right to issue prescriptions.
Delete X	Button	Deletes the association of a role to your pharmacy. This does not delete the role itself. You can add and remove roles at any time.

For more details on how to set up your Pharmacy Roles, please see Supported Roles.

Drug Class Rx #

If your state pharmacy laws require that you keep a separate Rx # line for different classes of drugs, you can designate them in this window. You can also specify a different prefix for each class of drug. This is optional.
If you delete a row, no data is lost for existing prescriptions. However, all new prescriptions for drugs of that class will revert back to the default Rx # line for your pharmacy.

Feature	Type	Function
+ Add	Button	Opens the window to let you add a new Drug Class Rx # series
Edit (Pencil Icon)	Button	Opens the window to let you edit a new Drug class Rx # series
Drug Class Rx # List, Current Rx #, Prefix	Data Grid	Displays your current listing of drug classes that have their own Rx # series broken out
Delete X	Button	Deletes your break out Rx # for a specific drug class.
Add / Edit	Window	Contains the fields for a specific drug class's Rx # series
Drug Class	Drop Down Selector	Chooses from your pre-set Drug Classes. See the Drug Class Setup tab for more information.
Current Rx #	Text Field	Allows you to define the current Rx # for this drug class.
Prefix	Text Field	Sets a special prefix for this drug class

Pharmacy Printer Setup

This section allows you to designate what printers this pharmacy will print to. Pharmacy labels should be a Zebra printer or equivalent designed to print labels on stickyback for your prescriptions, and the Pharmacy Data Card printer can be a standard printer that can handle Rx paper. As different pharmacies can be in different locations, you can assign the correct printer name to the task for each pharmacy. However, pharmacies in a shared physical space can designate the same printer for these tasks without any issues.

Feature	Type	Function
+ Add	Button	Opens up the Pharmacy Printer Setup window
Printer Name, Report Type	Data Grid	Displays a list of your current pharmacy printers and the reports associated with each one
Printer Name	Combo Box	Displays a list of printers as defined in your Hospital Setup. See your network administrator if you need more information on printer setup.
Report Type	Combo Box	Displays a list of pre-defined Pharmacy reports. See Report Setup in Navigation to view the current Pharmacy reports.
Delete X	Button	Removes a printer from your pharmacy

Prescription Setup

For any product defined in Product Setup, you can add a secondary Prescription profile as long as it is one of the designated categories designed in the previous tab.

Presc Search Window

You can search by line and sequence, or a partial product name. You can also exclude inactive products.

Feature	Type	Function
Line	Drop Down Select with Search	Allows you to view all the product lines, and also search by line or keyword if you already know what you need
Sequence	Text Field	Allows you to filter a product line down further if you already know its sequence number
Product	Smart Search text box	Allows you to search for a product by keyword if you only know its name
Active / Inactive / Both	Radio Buttons	Allows you to filter by only active, only inactive, or all products
Search Types	Drop down selector	Allows you to narrow your search down to only product types associated with the pharmacy, as defined on the Pharmacy Search Setup tab

Presc List

From the results list, you can make a few changes to ASAQ charges without opening the product. For detailed adjustments, you must select the line of the product and either double click or click on the Edit button to open the full Prescription Setup page for the product.
A search for "amoxi" will bring up a list of all products that contain the search term.
You can click on a row once to select it and work with the product at this level. After selecting the product, click on the Edit button to go to the Product Details view and further modify the attributes of the product. Clicking on the blue link will also go straight to the Product Details view.

Feature	Type	Functions
Edit (Pencil Icon)	Button	Opens the selected product so you can further modify the details.
Save (Save icon)	Button	Saves any changes made to the products at this list level.
Line, Seq, Name	Data Grid Column – Hyperlinked	List of the selected products from the search conditions. The hyperlinks will jump straight to the product details view.
Active?	Text	Indicates whether this product is active or not.
Unit Price	Text	Displays the current Unit Price for the item.
Unit Cost	Text	Displays the current Unit Cost of the product.
ASAQ	Checkbox	Indicates that this product is eligible for rebates under ASAQ (Canada Only)
Apply Limits	Checkbox	Indicates that this product should have ASAQ limits applied (Canada only)
Don't Report	Checkbox	Indicates that this product should not be reported to ASAQ (Canada only)
% paid	Text entry	The percentage that ASAQ will pay for this product (Canada only)
Last Updated	Text	The date that this product was last changed and saved
Updated By	Text	The user that last made changes on this product.

Product Details View

The product details view of a given product allows you to set specific information related to the pharmacy nature of the product. Inventory and billing details are handled under the main Product Setup under navigation. They can be accessed at any time by clicking on View Inventory Information.
In version 1.7 the Product Details view will be reorganized into additional tabs to help guide you toward the correct set up for the product on the Prescription Request screen.

Product Identifiers

Primary product information at the top lets you put in the detailed information for the product. Any changes made here will also apply to the same item under Product Setup once you click Save.

Feature	Type	Function
Back to Search (Arrow Icon)	Button	Returns you to the Presc List page
Product #	Drop down selector	Allows you to look up a different product without going back to the previous page. Displays the current product you are viewing.
Name	Text entry field	Official name of the product
Description	Text entry field	More detailed / full name of the product
Billing Desc	Text entry field	The product as it will appear on the client's bill
Standard Code	Text entry field	A place to enter a standard code if necessary
Sequence #	Text entry	The product sequence number
Active	Checkbox	Indicates whether this product is active or not. Discontinued products cannot be removed, only marked inactive, to retain historical records.
View Inventory Information	Button	Goes to the main product setup page for this item. Also where billing and pricing for each product is set.

Script Requirements

These buttons control when and where the product can be accessed as part of the Prescription Request screen.

Feature	Type	Function
Category	Combo Box	Whether this product is considered part of Pharmacy, or is part of other general inventory
Service Unit	Combo Box	An optional restriction that associates sales of this product to a particular unit. For example, if carboplatin is compounded and sold, the sale is credited to the oncology unit.
Drug Class	Combo Box	An optional restriction that applies the general Drug Class overrides to this product. Drug class defaults will define total number of refills if the default is not otherwise set at the product level. Drug class settings are hard rules that will overwrite any other setting on the prescription.
Require Drug Usage Form	Checkbox	Indicates that this product will require a drug usage form, even if it is not otherwise required based on drug class restriction
Require Lot	Checkbox	Indicates this product will require the Lot number to be entered as part of the Prescription Fill
Require Expiration	Checkbox	Indicates this product will require a product expiration date at the time of fill (e.g. clavamox is only good for 10 days after mixing)
Require Manufacturer	Checkbox	Indicates that the manufacturer will needed to be included at the time of fill
Allow Fractional Qty	Checkbox	Indicates that this product can be split as part of retail, e.g. ½ a bottle or ¼ box. Without this, the product can only be sold in whole unit integers.
Non Rx Sale Allowed	Checkbox	Indicates that this product can be routed through the Over the Counter sale process, and does not necessarily need to be process through the pharmacy or dispensary.

Dosing Information

Feature	Type	Function
Dosage	Text field	A place to store the dosage information from the product packaging. E.g. in a target dosage recommendation of 1 mL to 10 Lb of body weight, this would be entered as 0.1
Ratio	Drop down menu defined by UNITS	The ratio unit dosage for this drug. In a target dosage of 1 mL to 10 LB of body weight, this ratio would be ml/Lb.

Script Defaults

Feature	Type	Function
Pharmacy	Drop down selector	Which pharmacy this product will automatically default to. This can always be changed at the point of prescription request.
Diagnosis	Drop down selector	If you want a Diagnosis code to always be associated with a prescription, you can set the default here.
Animal Usage	Checkboxes	The various types of animal usage that should be abstained after taking this product. You can set these to default to on for this drug.
(Value)	Text boxes	The integer for the duration of the abstinence for the animal usage. For a drug that requires the animal not be used for eggs for 1 week, the value would be entered as 1 next to the Egg checkbox.
(Unit)	Drop down selector	The unit of duration for the abstinence for the animal usage. For a drug that requires the animal not be used for eggs for 1 week, the unit would be selected as Week.
Script Expiration	Text Box and Drop Down selector	The default expiration of the prescription for this drug. This value will override the standard value of 1 year, or the script expiration as defined by your drug class. Use this for prescriptions that should only be used for a short period of time.
Refill Expiration	Text box and drop down	The default expiration for refills of this drug. This value will override the standard value set by the Refill Level on drug class, for prescriptions that have a shorter valid refill period than the standard for their class.

Generic Interactions and Labels

The Generic, Interactions, and Labels tab under the Drug Profile allows you to link related formulations to brand names. This allows pharmacists to offer generic versions if the clinician prescribes a brand name that is no longer available, out of stock, or available in a less expensive generic formulation. Generic families are also how drug interactions, species contraindications, and allergy alerts to drugs are controlled. Generics are defined under the Generic Master Setup.

Generic Info tab

Click on a linked generic name to display a list of information about the generic.

Feature	Type	Function
+ Add Generic	Button	Opens up a small window to link a generic drug. Generics are defined under Generic Master Setup.
X (Delete)	Button	Deletes a linked generic
Generic Names	List	Displays all the generics linked to this drug
Interactions	List	After clicking on a generic name, a preview of information inherited from the generic family appears. This includes any interactions and warnings set at the generic level.
Auxiliary Labels	List	Displays all the auxiliary labels inherited from the generic family
Data Sheets	List	Displays a list of the data sheets inherited from the generic familu
Other Drugs Related to Generic	List	Displays any other drugs that are also in this same generic family, if you stock multiple generics from different manufacturers. Click on the generic name to display the list.

Interactions Tab

The interactions tab allows you to set warnings associated with the specific drug. Warnings and interactions that are inherited from the generic family will display in bold and cannot be removed or edited from this list. More specific warnings to the individual product can be added and removed freely. (E.g. if this particular product also contains a solvent with interaction warnings, but the parent generic does not.) This is also where you can restrict the weight, age, and link allergy alerts.
Any warnings on this page will be combined into a single pop up should the patient match the contraindication criteria. The pop up will display upon Save or Approval of the prescription, either by the requesting student or the approving DVM. The warning is not a hard stop and the prescription can still be issued should the approving DVM choose to override the warning.

Auxiliary Tab

This section is where you can define the labels that will print out for inclusion with each prescription of this drug. The Aux Labels will appear at the bottom of the prescription fill screen so that your technicians know to apply them to the container, and the information sheets that will be available to print to your pharmacy printers at the point of fill.
Labels and data sheets are also inherited from their generic family. Generic labels cannot be removed, but additional ones specific to this particular formulation of the product can be added.
Both Labels and Drug Info sheets are defined under Pharmacy Info Master Setup.
Double click a sheet to edit it.

Feature	Type	Function
+ Add Aux Label	Button	Opens a small window to add a new Aux label as defined in Pharmacy Info Master Setup
X (Delete)	Button	Deletes the Aux label on this row and removes it from the drug profile. This only removes the link; it does not permanently remove the label.
Attach to Label	Check Box	This checkbox indicates whether you want this printed as text on the label, in addition to a sticker label warning
Value	Text	The selected label's name
+ Add Information Sheet	Button	Opens a small window to add a new Info Sheet as defined in Pharmacy Info Master Setup
X (Delete)	Button	Deletes the Info Sheet on this row and removes it from the drug profile. This only removes the link; it does not permanently remove the label
Print By Default	Checkbox	This checkbox indicates whether the Info Sheet should automatically be selected to print. For medicines frequently used internally but not usually sent home with patients, uncheck this box to save paper. It can be checked again by the pharmacy technicians for prescriptions that are being sent home with the patient.
Preview	Display text	Displays the text associated with the selected info sheet.

Preset InstructionsLIMS-6666 – Add all other instruction fields to the drug profile setup

For the most commonly prescribe medications with a specific course, you can pre-build your instruction set to allow students and clinicians to quickly import the fields without having to manually create the draft terms.
Click on Add Preset to make a new set, Edit Preset to modify an existing preset or mouse over an existing preset's info dot to view the details associated with the preset instruction.

Feature	Type	Function
Add Preset	Button	Opens the Add/Edit window to create a new preset instruction set.
Edit Preset	Button	Opens the Add/Edit window to modify an existing preset instruction set.
(Red X)	Button	Deletes this instruction set
Instructions	Text	The name of the instruction set
Total Quantity	Text	The total quantity of products that this instruction set would include
Info Dot	Mouse Over button	A preview of the instruction set that can be viewed without clicking on the add/edit button

Add/Edit Preset Instructions

Feature	Type	Function
Preset Instructions	Window	Contains a list of the parameters for a Prescription Request that can be set ahead of time. Use this for the most commonly prescribed courses of drugs, such as 14 days of antibiotics, or once a month for a flea treatment
Preset Instruction Name	Text field	The name of the instruction set as it will appear on the prescription request screen. Can be anything. Include species name if desired.
Refill Level	Drop down	The level of refill that will be loaded with this instruction set
Unit	Text field	Instructions can be pre loaded instead of draft terms
Draft Instructions	Drop Down Selectors	The draft instructions that appear on the prescription request form. Draft terms entered a preset will override the draft terms set on the drug itself.
Draft	Button	Captures the draft terms and copies them to plain text in Instructions
Save/Cancel	Buttons	Standard save and cancel buttons to save changes on this form

Draft Terms

Prescription Request Default and Filters We have plans to potentially eliminate this section entirely and force users to potentially use the Drug Profiles / Preset Instructions instead, as a pre built profile is ultimately a more useful tool. allows you to specify the pre-loaded defaults for the drug on a prescription. For commonly used drugs that have a fairly common method of administration, pre-loading these defaults can save your clinicians time. The terms are pre-defined to your custom standards. See the Prescription Request Form.
.

Feature	Type	Function
Verb Default	Drop down box	Loads the list of verbs set up under the Draft Terms Setup with the type "Verb" and allows you define one specified verb as the default for this drug.
Filter Verbs	Checkbox	Limits the available verbs to the default and those chosen in the list below.
+ Add Verb	Button	Opens a small window to select from the list of pre-defined draft terms of type verb, and add it to the optional list
X (Delete)	Button	Removes the selected verb from the list
Route Default	Drop down box	Loads the list of routes set up under the Draft Terms Setup with the type "Route" and allows you define one specified route as the default for this drug.
Filter Routes	Checkbox	Limits the available routes to the default and those chosen in the list below.
+ Add Route	Button	Opens a small window to select from the list of pre-defined draft terms of type route, and add it to the optional list
X (Delete)	Button	Removes the selected route from the list
Unit Default	Drop down box	Loads the list of units set up under the Draft Terms Setup with the type "Unit" and allows you define one specified unit as the default for this drug.
Filter Units	Checkbox	Limits the available units to the default and those chosen in the list below.
+ Add Unit	Button	Opens a small window to select from the list of pre-defined draft terms of type unit, and add it to the optional list
X (Delete)	Button	Removes the selected unit from the list
Duration Default	Drop down box	Loads the list of durations set up under the Draft Terms Setup with the type "Duration" and allows you define one specified duration as the default for this drug.
Filter Durations	Checkbox	Limits the available durations to the default and those chosen in the list below.
+ Add Duration	Button	Opens a small window to select from the list of pre-defined draft terms of type duration, and add it to the optional list
X (Delete)	Button	Removes the selected duration from the list
Freq Default	Drop down box	Loads the list of frequencies set up under the Draft Terms Setup with the type "Frequency" and allows you define one specified route as the default for this drug.
Filter Freqs	Checkbox	Limits the available frequencies to the default and those chosen in the list below.
+ Add Frequency	Button	Opens a small window to select from the list of pre-defined draft terms of type freq, and add it to the optional list
X (Delete)	Button	Removes the selected frequency from the list

Inventory Details (under Main product setup)

Disclaimer: This document only covers the Inventory parts of VetView that will be regularly accessed by Pharmacy. Further improvements and details on using the Inventory system are covered in a separate document.
To access a Pharmacy product under the main Product setup, you can either search from Navigation > Product setup, or click on the hotlink button "Go to Product View" that links the Pharmacy information with the main product information. There is a reciprocal hotlink to the Prescription Profile once you reach the Product page.
Note that Improvements to the Inventory system are tracked in a separate document to improvements to the pharmacy system. The final Inventory view may be different from what is presented in this document.

The full Product Info contains pricing information, inventory information, vendor information, multi-item setup, and details on how the product should appear on the medical record.
For the purposes of this document, we will discuss basic inventory settings, multi-item setup for compounds, and cross linking inventory information to multi-item products.NCSU Requirement to allow for granular tracking of lot numbers in compound recipes, LIMS-7134, added after discussion on 11/28/2017

Click on the Inventory tab to access the current Inventory for the product. You can view where any of the current Inventory areas have this product defined as in stock, and also view the current stock quantities.

Click on the Add Inventory button to bring up the Add/Modify Inventory window.

Feature	Type	Function
Go To Product Setup	Button	The link between the Pharmacy Product setup and the main Product Setup, where pricing information, inventory information, etc are tracked

Add/Modify Inventory

The inventory details for the product can be modified here. Choose the location that the product is going to be stored, and enter in the details for the batch that will be stored there.

Feature	Type	Function
Inventory Location	Drop down selector	Choose from the available Inventory areas to store this product.
Lot Number	Text field	If there is a lot associated with this product, it may be stored and entered here. The lot will automatically population on the prescription fill screen if there is inventory associated with the product.
Manufacturer	Text field	The manufacturer of the product. This will also automatically populate on the prescription fill screen if it has been entered in here.
Serial Number	Text field	The serial number of this product, if there is a unique serial for the product batch. This may be left blank.
Expiration Date	Date picker	The expiration date for this batch of the product.
Stock Qty	Text field	The total number of units being stocked in the inventory area.
(Unit type)	Drop down selector	The unit associated with the inventory type, such as a bottle or a box.
(x [ ])	Text field	How many of each product the unit contains. A single shared container of 500 pills would be written as 1 x 500. Items that may only be sold as a whole unit, such as a sterile bottle, should be listed as x1.
Sales Quantity	Calculated text field	The stock quantity multiplied by the sales quantity. If an inventory area has 10 shared bottles of 500 pills each stocked, the initial inventory count available for sale will start at 5000 and be decremented from that point.

Multi Item (Compound and Pack) Products

This tab defines the "recipe" used to make a compound multi-item product that is pre-prepared and then sold as a single unit. Future improvements (to be covered in our Inventory system overhaul) will permit for tracking of the individual attributes of each product in the compound, such as lot and expiration date. Ingredient products should be tracked at a small enough sales unit level to allow for accurate tracking of inventory levels when creating a multi-item product. The sales unit of the entire product should be tracked as a single bottle or box.

Click on "Add Product" to add a new ingredient to the "recipe."

Feature	Type	Function
Packaging Type	Radio Buttons	Indicates whether or not the ingredient items are considered removed entirely from inventory once used, or if they could be potentially recovered (e.g. a surgery kit.)
Add Product	Button	Opens the Add Product window to select a product and indicate the quantity that will be used in the "recipe"
Edit Product	Button	Edits an existing product from the list
(Red X)	Button	Deletes this ingredient from the list
Product Name	Blue link	Goes to the product details page for the ingredient item
Multi Item Details	Text	The quantity of the item, the sales unit (e.g. a bottle, a box), the unit price, and the total extended price of the final product

Medical Record Settings

For pharmacy products, this section lets you generate a list on the patient's medical record. It is critical that products which are vaccines are labeled as vaccines in this section, otherwise they will not appear on the Vaccine report from the patient record. Anthelmintics and other medication types are optional, and not all products need to be noted on the medication section if they are trivial (e.g. alcohol swabs for sterilization.)
The Census Billing Option allows you to automatically add this product onto the bill of any patient who is an inpatient and staying overnight. (This is not intended for pharmacy usage but is included on this page for completeness.)

Feature	Type	Function
CDM and Billing Options	Radio Buttons	If the product needs to be placed on the patient's medical record in the Medication section or in the Prescription tab, it is marked in the correct category in this section. It is critical that Vaccines have this tagged to ensure that they will print on the patient's Vaccine report.
Census Billing Options	Checkbox	Indicates that this product is a daily board charge and should be applied to all patients on the census during Post Charges. (Not intended for pharmacy use.)

Drug Class Setup

Although the Drug Classes are standardized under the US DEA, we have created the Drug Class system to be editable such that you can customize the classes to match the descriptions and rules of your own State Board of Pharmacy or the rules or Quebec's Pharmacy Act, and also so that these can be immediately updated should the rules from any source change in the future. (That is, as opposed to having to wait for a new patch, rule changes can be implemented on the same day.) You can also specify the rules for refills at all pharmacies in your school, based on the state, provincial, or national laws. Refill rules are also applied to partial fills for NR and PRN, but this may be overridden with a special privilege where it is allowed by law.

Feature	Type	Function
+ Add	Button	Opens a window to add a new Drug Class.
Edit (pencil icon)	Button	Opens a window to edit a selected existing Drug Class
Drug Classes	Data Grid	List of the drug classes currently available in your system

Drug Class Options

Select a row and click Edit to change options on an existing class, or click on Add New to make a new drug class.
You can set custom options for expirations on each drug class. A Refill Length of 0 along with PRN means that the client can have "infinite" refills as long as the prescription itself is not expired. A Refill Length of 0 along with NR indicates that there are no refills available for this drug class. Each class can be further customized according to your local laws.

Feature	Type	Function
Refill Length	Text (Number)	The maximum number of months allowed for refills the rules of the Drug Class. Recommended at 0 for NR levels. Goes up to 12.
Allow Daily	Checkbox	Indicates that this drug can be set as a Daily fill, and automatically reapproved for next day refill without requiring a new prescription. Recommended disabled on controlled substances with no refills, as per your state laws, but can be turned on based on your pharmacist's discretion based on drug class. All other fill qty and refill rules still apply.
Refill Expiration	Text (Number)	The date from issue that the last refill will expire
Prescription Expiration	Text (Number)	The date from issue that the prescription will expire. Recommended a maximum of 365; some states require 180.
Refill Level	Text (Numbers and Letters)	PRN, No Refills, or the maximum total number of refills allowed for this class of prescription. Goes up to a maximum of 12. Should be set according to your state or province's pharmacy rules.LIMS-5239, add 7-12 option for prescription renewals – UMON requirement Limits visibility of radio buttons on the prescription request screenLIMS-4250, apply classified drugs rules at time of rx creation, UGA requirement.
Active	Y or N	Indicates whether this class is active in the pharmacy. You may choose to set up Schedule I but inactivate it later on, in the event that your research departments are granted a license to work with a Schedule I substance
Add/Edit Window	Window	Allows you to change the settings for each specific drug class
Updated By	Text	Displays the system name of the last user to update the page
Save	Button	Saves the changes made to this drug class
Cancel	Button	Closes this window without saving changes

Draft Terms Setup

This is where you can define the draft terms that will be available to use in the Drug Profile. See Drug Profiles for how these terms will be used on prescriptions.

Feature	Type	Function
+ Add	Button	Opens the Add/Edit Draft Terms window to allow you to create a new Draft Term.
Edit (Pencil Icon)	Button	Opens the Draft Terms window of the selected Draft Term so that you can change values of an existing term.
Draft Terms List	Data Grid	Displays a list of all the existing Draft Terms
Navigation Page Jump	Text Field (numbers)	Displays the current page number. Also allows you to jump to a specified page by typing in the page number and hitting Enter
Navigation Arrows	Buttons	Allows you to navigate back and forth between pages. Clicking the double arrows point left jumps back to the beginning, and clicking the double arrows pointing right jumps to the last page.
List Numbers	Text	Displays the numbers of the current Draft Terms displayed, out of the total number of Draft Terms within the system
Add/Edit Draft Items	Window	Allows you to add or edit the settings of the draft terms
Type	Drop down selector	Choose from the type of draft term. These are hard coded. Your options are Verb, Unit, Route, Frequency, and Duration.
Name	Text field	The name/value of this draft term. You may put this in all caps if desired to have it display in all caps on your label.
Short Code	Text field	Associates a short code to the term for easier typing.
Active	Checkbox	Determines whether this draft term is active or not. Inactive draft terms will not display as options in the system. Draft terms cannot be deleted.
Value	Text field for numbers	For terms of Frequency, the number of times to administer the medication during each day. For Durations, it is the number of days. Frequencies of less than 1 day should be 0. Terms that are not frequencies or durations should be 1. This allows automatic calculation of the Total Qty based on draft terms. For example, "EVERY 8 HOURS" would have a value of 3, since that is three times a day. "FOR 10 DAYS" would have a value of 10. The Total Qty will automatically calculate at 30 for the clinician writing the prescription. The value of "duration" will also automatically populate into the "Days Supply" field – e.g. "FOR 10 DAYS" with a value of 10 will populate "10" into the Days Supply field on the prescription.

Generic Master Setup

This section allows you define the generics that your pharmacy stocks. These generics can be used to link brand name drugs, or products that are the same drug in different formulations and strengths or from different manufacturers together, while keeping the line and sequence numbers separate for inventory purposes.
A preview of the interactions for the generic and the labels associated with the generic will display below the list once you select a name.

Feature	Type	Function
Search/Filter	Text field	Allows you to search for an existing generic or narrow the list based on keywords
Active Only	Checkbox	Limits search results to only active generics.
Add	Button	Opens the window to add a new Generic.
Edit	Button	Opens the window to edit an existing generic
Name	Column	The name of the generics in your system
Active	Column	Indicates if this generic is active or not
Last Updated By	Column	The name of the user who last updated this generic
Page Options	Buttons and Text	Allows you to move forward and backward on the search results
Read Only Preview	Text	Display of the interactions and auxiliary labels on this generic, set on the next two tabs

Add Generic

Clicking on Add Generic will open a new window to define a new generic class of drugs. Drugs will need to be manually added to the generic family from their Prescription Set screens. However, once they are linked, they will inherit all interactions and labels associated with the generic family.

Feature	Type	Function
Add/Edit Generic	Window	Opens when the Add button is clicked on the generic page. Contains the details for the generic drugs.
Name	Text Field	The name of the generic drug. This is free form text, so may be as high level as desired. (E.g. liquid acetaminophen can be a separate generic family from tablets, or they can be all grouped together.)
Active	Checkbox	Marks whether this generic is active or not. Generics cannot be deleted from the system, only modified.
Save/Cancel	Button	Standard buttons to save or cancel changes to this generic

Drug Interactions and WarningsNCSU Requirement – LIMS-7099, Drug Interactions

Through the Generic Master, you can define the following contraindications for drugs within the system:

A warning against this drug for patients of a particular species or breed
Restrictions by weight, also limited by species and breed
Restrictions on age, also limited by species and breed
Warnings based on a prior diagnosis (e.g. liver failure)
Contraindications against prescriptions in other generic families
Patient alerts (e.g. allergy warnings)
Custom warnings (information you want the clinician to have when prescribing, unrelated to a contraindication)

If a patient is prescribed a drug that is contra indicated or to which the patient has an allergy alert, the prescription will pop up a warning regarding the details when the changes are first saved on the prescription, and then again if the clinician approves the prescription request.

Feature	Type	Function
Add	Buttons	Opens a window to allow you to add the parameters for the interaction or warning.
General Species	List	A list of species who should not be prescribed this drug
Weight	List	A list of weight restrictions (further limited by species and breed) on patients who should not receive this drug
Age	List	A list of age restrictions (further limited by species and breed) on patients who should not receive this drug
Diagnosis	List	A list of diagnosis that are contraindicated for this drug, e.g. use with caution on patients with liver failure
Other Generis	List	A list of other generics that should not be taken at the same time as generics within this product family
Alerts on Patient	List	A list of patient alerts that can be linked to this generic family
Custom Warnings	List	Any other custom warnings that should be given to the clinician any time this drug is prescribed

Custom Messages
The message for each of these warnings is custom. You must input the text that will be displayed to the clinician. If multiple warnings are triggered, the messages will appear in a list form (so that the clinician only has a single pop up.) This way, you can have a message defined for each generic, and not a universe one. These messages are inherited to drugs linked to the generic, so the warning will not need to be added to individual products once it is set on the generic.

Variants on the Add/Edit Interaction windows

Auxiliary

Feature	Type	Function

Pharmacy Search SetupNCSU Requirement: Need the ability to customize these on the Prescription Search Window. (LIMS-6017)

Select any product types that you want to appear in the item selector under a prescription. (That is, the products that will come up in the product search box on the New Prescription screen.) Exclude products that your pharmacies will not have access to, e.g. services.
After making any changes a Save button will appear. Click Save to apply the changes.
These are the terms that will appear when you are filtering by product on the Presc Search Window.

Feature	Type	Function
Adjustment	Check Box	Allows product types of "Adjustment" to appear under your prescription search. Recommended disabled.
Compound	Check Box	Allows products of type "Compound" to appear under your prescription search. Recommended enabled for a pharmacy that can handle compounds, but disabled for any sub pharmacies that cannot handle compounds.
Equipment	Check box	Allows products of type "Equipment" to appear under your prescription search. Recommended disabled.
Inventory	Check box	Allows products of type "Inventory" to appear under your prescription search. Recommended enabled if your pharmacy also hands out non drug products, like syringes or bandages.
Pack	Check box	Allows products of type "pack" to appear under your prescription search. Recommended disabled as this product type is intended for surgeries and billing packages.
Pharmacy	Check box	Allows products of type "pharmacy" to appear under your prescription search. Recommended enabled for all pharmacies.
Service	Check Box	Allows products of type "service" to appear under your prescription search. Recommended disable as this is intended for exams, not physical products.

Fill Info Setup

The tabs in this section allow you to customize the details of information that will be printed on labels or used in the process of filling the prescription.

Pharmacy Info Master Setup

This is where you set up the labels and the info that are used in your Drug Profiles. Labels are intended for warning stickers, such as "Keep Away from Children" and the Drug Info is intended to hold the drug facts that are found in the inserts for the drug.

Feature	Type	Function
+ Add	Button	Opens the Add/Edit window with defaults to enter in a new label or info sheet.
Edit (Pencil Icon)	Button	Opens the Add/Edit window for the selected label or sheet to adjust the settings.
Name, Active, Last Updated	Data Grid	Displays the basic information about each of your labels or info sheets, including whether it is currently active, and which user last changed it
(Current Page)	Number field	Displays the current page you are on, and also allows you to enter in a new page and click the enter key to jump to it
Navigation arrows	Buttons	Allows you to move back and forth one page at a time, or to the first page or the past page if you click the double arrows
List numbers	Text	Shows you the numbers of the currently displayed list items, and the total number of items in the system
Add/Edit	Window	Opens when you click the Add or Edit button to create a new label or edit a selected label
Name	Text field	Allows you to set the name of the label or info.
Active Flag	Checkbox	Indicates if this label is in usage or not. Labels and info cannot be deleted as they must be preserved for historical data on your prescriptions. Inactive labels cannot be used on your Presc Setup going forward.
Type	Drop down selector	Choose Label or Info. Labels are intended to match the pharmacy label stickers you will put on the drug (e.g. "Keep away from children" or "Animal Usage Only.") Info sheets are long text to put in the prescription information that should be included with medicines intended to go home with patients, when they have been repackaged into smaller units for dispensing.
Value	Text field or Long Text Field	Labels should have short text, but Info sheets can have many paragraphs.
Updated By	Text	Displays the name of the user who last updated
Save and Cancel	Buttons	Saves changes (updates the user name to your name) or cancels out changes

Patient Status Codes Setup

The Status Codes are where your clinician can indicate the priority of your patient and how the pharmacy should prepare the prescription. For example, a prescription that needs to be filled for a current appointment or an emergency case can be marked as an ASAP/STAT with a red color. Or you can set Mail Order prescriptions with a blue color.

Feature	Type	Function
+ Add	Button	Opens the Add/Edit window to create a new status
Edit (Pencil Icon)	Button	Opens the Add/Edit window to change settings on an existing status
Move Up / Move Down	Buttons	Changes the order on which approved prescription requests appear on your fill queue. You should have the most time sensitive statuses at the top, and the least critical at the bottom.
Name, Active, Last Updated	Data Grid	Displays your current statuses
Color	Color Swatch	Displays the color at which this status will appear.
Add/Edit Window	Window	Contains the settings for a given status
Name	Text Field	Allows you to give a name to your custom status. We recommend short phrases as opposed to full sentences
Active Flag	Checkbox	Indicates whether this status is active or not. Statuses cannot be deleted to preserve historical prescription records. Inactive statuses will no longer be available for use going forward.
TimestampNCSU Requirement 11/28/2017 – New ticket LIMS-7132, allow for a hard "go home time"	Checkbox	Indicates that this status should also display a time stamp on the Request screen, and display this time as part of the queue once Approved. The time stamp should also sort from time, with the earliest time at the top of the list.
Color	Swatch Selector	Opens the color selector. You can choose from a standard palate of web safe colors, or use a custom hex code for a specific color. We recommend limiting the usage of colors only to those statuses which need to pop out.
Updated By	Text	Displays the user name of the person who last updated this status
Save and Cancel	Buttons	Saves changes or cancels without saving

Daily Fill Setup

Daily Fill (not pictured here) is a special status that will appear when the system is enabled, and will separate out your prescriptions from the regular fill queue out to a special Daily Fill sections, to allow your pharmacists to prepare medicines for the overnight cases or other long term inpatients. Otherwise Daily Fill prescriptions appear as Approved. See Daily Fill Status for more info.

Drug Management Setup

WORK IN PROGRESS – The below features are the ones that have been identified for the Drug Disposal system. Additional features on this page may be added as necessary.

Feature	Type	Function
Settings	Window	Contains all the customizable settings for Drug Disposal.
Allowed ToleranceNCSU requirement added 1/26/2018 after SOW discussion	Integer	This indicate whether a tolerance is permitted for Qty Used vs Qty Dispensed by your State/Province Board of Pharmacy. If the totals must match, enter 0% .
Missing Drug Disposal Forms count as deficient	Checkbox	Indicates you want missing forms to be integrated into your Medical Record Deficiency system. When this is checked, any prescription for a controlled substance or a drug that requires a Drug Disposal form must have the matching form to be considered sufficient and to clear a medical records audit. Grants Medical Records the authority to send messages to the user and assign deficiencies to them.
Usage List	Window	Contains the Waste /Disposal usages that will appear on the Disposal form. Can be customized to match your hospital's workflow and your state or province's requirements.
Add New	Button	Opens a small dialogue box to add a new type of usage.
Usages	Data Grid	Lists all the active and inactive usages in your system. Only active usages are available to users to select on the form.
Method List	Window	Contains the Waste/Disposal methods that will appear on the Disposal form. Can be customized to match your hospital's workflow and your state or province's requirements.
Add New	Button	Opens a small dialogue box to add a new method of disposal
Methods	Data Grid	Lists all the active and inactive disposal methods in your system. Only active disposal methods are available to users to select on the form.

Patient Info Setup

The controls on this page allow you to customize the settings on the Patient Medical record Medication section, and create shorthand texts for clinicians who frequently write prescriptions too complex to build using draft terms.

Parasite/Species Setup

This section allows you to define common parasites in your region, associate them with species (e.g. Toxoplasmosis with felines) and define recommended treatments. This can help guide diagnosis and treatment plans. Because these are fully customizable, you can alter them as treatments are deprecated or new therapies are developed. Please see the Medication Record Group for more information.

Feature	Type	Function
+ Add	Button	Opens up a new window to add a new parasite
Edit (Pencil icon)	Button	Opens up an existing parasite, if you which to change the name displayed or mark it as no longer active
Name, Active, Last Updated	Data Grid	Displays the list of parasites in the system, whether it is active, and who was the last user to change it, and when it was changed
(Current page)	Text field (Numbers)	Displays the current page in your list of parasites. Inputting a new number and pressing the Enter key will jump you to that page.
Navigation arrows	Buttons	Allows you to move back and forth between pages. Double arrows allow you to jump to the first page or the last page.
List item numbers	Text	Displays the numbers of the items on this page, as well as the total number of items currently in the system
Parasite / Species Setup	Window	After selecting a parasite you have added, this window will appear at the bottom of the page so you can begin associating the parasite with species
+ Add (Products / Treatments)	Button	Opens a line / seq area to enter in a product that can be used as a treatment for this parasite. Products entered here should appear under the "Anthelmintic" drop down under the patient Medication page.
Line / Seq / Desc	Text Fields and Smart Search Selector	If you already know the line and sequence number of the treatment, you can enter it and then click the Tab key to look it up. The Descrption box is a smart search box and you can enter in a few letters of the treatment you want to add to the parasite (for example, "praz" will look up any products containing those letters, like Praziquantel for a tapeworm infection.) Only active products should appear.
(Delete) X	Button	Removes the product or treatment from the selected parasite. You can add or remove the association from this page but you cannot delete the product from your pharmacy on this page; that must be done under Prescription setup.
+ Add (Species)	Button	Opens up a smart selector box to look up any species you have defined in your Species setup.
(Species)	Smart Selector Search	Use this for parasites that are associated only with certain species. This will limit the ability to add this parasite and the treatments associated with it to this species. Only active species should appear.
(Delete) X	Button	Removes the species association from the selected parasite. You can add or remove the association from this page but you cannot delete the species from the system; that must be done under Species setup.
+ Add (Synonym)	Button	Opens up a free text box to enter in a synonym or common name for the parasite
(Synonym)	Text Field	Enter in a free text for a common name or synonym for the parasite. E.g "roundworm" for the species Toxocara cati. Press the enter key to save it. These appear as search results on the patient record, but will add the correct parasite species when chosen. If you have the species differentiated, then "Roundworm" will automatically add in the correct parasite for the species of the patient. (On a canine patient, "roundworm" would default to Toxocara canis instead.)
(Delete) X	Button	Removes the synonym from the parasite.

Vaccines Setup

The vaccines setup page allows you to define a vaccine name and associate it with a species in your system. Items entered on this page appear on the Vaccine drop down of the Medical Record Group. See the Medication Record Group for more information. Vaccines that have been marked in the Medical Record Settings section will also appear on the Patient Vaccine Report automatically once they are added to the patient's order.

Feature	Type	Function
+Add	Button	Opens a small window to add a new vaccine.
Edit	Button	Opens a small window to edit the selected vaccine.
Name, Active, Last Updated	Data Grid	Displays the list of vaccines in your system. Items in this list will appear under the Vaccine menu in the Medication Record Group.
(Page Number)	Text Field (Numbers)	Displays the current page. Entering a number and pressing the Enter key will jump to that page.
Navigation Arrows	Buttons	Allows you to move back and forth between pages in your list. Clicking the double arrows will jump to the first page of the list or the last.
(List Items)	Text	Displays the number of the items on this page, and the total number of items in the list.
+ Add (Species)	Button	Adds a new line in the species association window to add a new species
Species	Drop Down Selector	Displays a list of the species (as defined in your Species setup) that you want associated with this vaccine. Vaccines not associated with a species will not appear under the list in the Medication Record Group.
(Delete) X	Button	Removes the species from the selected vaccine.

Prescription Quick Texts Setup

Prescription quick texts allows you to define short hand your clinicians commonly use in instructions (such as BID for twice daily or q4H for every four hours), and then associate it with a long version that will actually appear on the prescription. Discuss which shorthand system your clinicians prefer to use.

Feature	Type	Function
Add	Button	Opens a small window to add in a new short code.
Edit (Pencil Icon)	Button	Opens a small window to edit the selected short code.
Short Code	Text	The value of the short code item
Full Text	Text	The text that will display when the clinician enters in the short code
Active	Text	An indicator if the short code is still in use. Short codes cannot be deleted to preserve prescription records. Inactive short codes will no longer appear on future prescriptions.
Last Updated By	Text	The last user to update this record
Add Edit	Window	Allows you to edit the parameters of the short code
Short Code	Text Field	The value of the short code being edited
Full Text	Large text field	The full text that will display when the short code is entered
Active	Check Box	Allows you to set this code as active or inactive. Codes cannot be deleted to preserve prescription records.
Updated By	Text	The last user to update this record
Save/Cancel	Buttons	Saves the changes on this record, or cancels without saving

Pharmacy API Setup (Daily Fills and Auto Cancellations)

The VetView API is the interface between VetView and many other systems in your hospital, such as controlled drug machines, imaging machines via RISC, diagnostics machines, etc. The API also handles cron jobs which are events that happen on a timer, instead of firing off based on user actions.
The API setup is accessed outside of the main system of VetView, to avoid accidental changes or unauthorized access.
Currently, only the auto-cancellation of old prescriptions and the Daily Fill process require the VetView API. See the Daily Fill Status for more details.
If the API fills a Daily Status prescription, it will also auto-decrement the quantity from the inventory, and change the Fill Start date to the next day, so that the prescription is visible under Daily Fill – Tomorrow in the Prescription Queue. Any newly entered prescriptions under Daily Fill will appear under the Daily Fill – Today for manually processing.

Feature	Type	Function
Hospital Pharmacy Nightly Jobs	API Section	Contains the controls for the Hospital Pharmacy API chron jobs. Currently only the Daily Fill Status has an associated chron job with it. It can be set to run at any time, but we recommend off hours.
Enabled	Checkbox	Enables or disables one or more of the chron jobs contained
Hour of Day	Text field	Allows you to enter an integer between 0-23 to represent the hour at which the chron jobs will run. For example, 03 will run at 3AM every night.
Last Executed	Text display	The date and time that the chron job last ran.
Next Execution	Text display	The date and time that the chron job will next run, based on the interface settings.
Status	Text display	Whether the chron job is enabled or disabled currently
Fill Daily Scripts	Checkbox	Turns on the Daily Fill status chron job. For any prescription in the status of Daily Fill, the API will automatically re-approve the status and change the Start date to the next day.
Cancel Prescriptions for Discharged Patients	Checkbox	Turning this on will automatically cancel the prescription for a patient who has been discharged and is no longer on the patient census, so long as the prescription has not already been changed from Daily Fill status. For example, if a prescription had Send Remainder Home, then the prescription is no longer in Daily Fill, and will not be cancelled. If the prescription was already cancelled manually, this will have no effect.
Expire Requested PrescriptionsLIMS-3791, automatic cancelled of requested prescriptions, AU and UMON requests	Checkbox, text box, and drop down menu	Turning this on will allow you to set a date for the API to automatically cancel old requested prescriptions. Pharmacists with the correct privilege can also manually cancel them in bulk if you do not want them to be automatically cancelled.

Revived with LIMS-7138, NCSU RequirementUser Setup required for Pharmacy

In addition to the global and pharmacy specific setup options required above, there are certain settings you must provide to the users in order for them to be able to perform the functions of a prescribing clinician or a pharmacist. These settings are defined at two levels – the administrative setup, done before the employee logs in for the first time, and then the user preferences.
For the specific roles you should create and details on the pharmacy specific privileges, please see the Supported Roles section.

Admin User Management

Under Navigation > User Management, create a new user, or select the name of the existing user who will be assigned to a pharmacy position.

Under Hospital Options, a prescribing clinician must have valid DEA information filled out in order to issue prescriptions. You can associate a CDM user number with the clinician on this page as well. If the clinician participates in ASAQ, this information should be entered too, but it is not required for pharmacy purposes. The DVM record must be set to "Active" for the user to be able to issue prescriptions.

Feature	Type	Function
Active Flag	Checkbox	Indicates that the employee is an active DVM. A clinician must be marked as active in order to issue prescriptions. To preserve record integrity, if a faculty or staff member leaves the hospital, set their DVM record to inactive but do not delete them. This way the DEA number remains recorded on their prescriptions and associated with the user, but no new prescriptions can be issued with their login.
State License	Drop down and Text	A drop down menu to choose the state, and a place to enter the State Board license number for the clinician.
DEA number	Text field	The user's DEA number. Note that this is a raw text field and will not check the integrity of the number or verify that it is valid. Please ensure that the DEA number for the clinician is correct when entered.
CDM User Number	Text field	The user's assigned CDM number (for Cubex, Pyxis, etc.) This associates the user account in VetView with the user account in the CDM, and tells the CDM that the user is authorized to issue prescriptions for controlled substances.
Active/Expires	Date Pickers	The start and end dates of the user's license. You will need to manually update these dates when the user has renewed their state license.

Additional hospital options are defined in the box on the right hand side of this screen. For the purposes of pharmacy functionality, the clinician may be assigned to a default pharmacy. This pharmacy can be manually changed on the prescription request form at any time, but it will be the initial one to load for new prescription requests from the patient record.

Feature	Type	Function
Default Home Page	Radio Button	Indicates that this user should log into the Hospital and not Labs. The other selector for the home page is in the labs options directly above.
Notifications: Disable Pop Ups	Checkbox	A user may turn off in-system pop up notices if they prefer to receive their notices in email instead.
Default Unit	Drop down selector	Allows you to set the preferred unit. This will pre-fill the unit in all unit boxes on pages where you do not have a search preference specified.
Default Pharmacy	Drop down selector	Allows the user to set a preferred pharmacy for Prescription Request and Prescription Fill queue. The pharmacy can be manually changed at any time, but will reset back to the default the next time the page loads.
Coding Filter	Drop down selector	Allows the user to set a preferred Coding subset that will load on the patient record on the Dx medical record group.
Patient Record Filter	Drop down selector	Allows the user to set a preferred filter for episode types on a patient record. All records can still be viewed by changing the navigation options on the left hand side of the patient record, but the filter will reset to the default each time the page loads.
Inventory Shipping	Text boxes	Department, Building, Room fields for items being shipped specifically to this user. In other words, their specific mailing / shipping address.

User Preferences

The User profile is accessed by clicking on the user name at the top right corner of the main VetView screen. Many of these options are the same as the admin defined information. However, the user can change their own default pharmacy and set their email preferences from this page. For example, if they want to receive an email on their external device every time there is a prescription to approve, they can set it up on this page by entering the email address and checking "User Mail." When a student or tech enters a prescription and clicks "Send Pending Approval Notice" then an email we be sent to this listed email address for the clinician to review.

Most of these options are the same as those defined by the Admin User Preferences, but there are two different ones which are highlighted below:

Feature	Type	Function
Supervising Faculty	Drop down selector	Allows the user to set their current supervising faculty member. As students will rotate among different units on a regular basis, this allows them to change it on their own.
Manage Automatic Printing	Button	Opens a small window that allows the user to set printing preferences.

Hospital Portal Prescriptions Section

Clients who log in to the Hospital Portal will have a limited view access of the patient record, including a list of all the patient's medications.
You will need to ensure that the Hospital Portal account is linked to the Hospital Client account to allow the external user access to the patient record.This is beyond the scope of the pharmacy document. Please see the Hospital Portal document for how to set up a user account on the portal and link it to a Hospital Client.

A list of patients will appear when a client is logged into the portal successfully. Click on the patient name to access a high level overview of their medical record, including a list of current and past prescriptions.

Prescriptions appear in a view-only list. The status of the prescription itself appears, and the number of refills remaining shows up. Clients will need to call in to request a refill. Subject to change

Feature	Type	Function
Patient Visits	Data Grid	List of patients associated with the client account. Click on the patient name to view the patient record.
Prescriptions	Data Grid	List of prescriptions associated with the selected patient.

Home Screen Pharmacy Widgets

Click on "Add Widget" to open up the selection of available widgets. The Pharmacy specific widgets all contain the word "prescription" but the Product Estimate tool is also useful for looking up the costs of specific medications when a client is not present (e.g. an RDVM has called to inquire about the price of a medication.)
Pending prescriptions opens the Prescription Request screen when doubled clicked. Prescriptions in Process and Review will launch the Prescription Fill Screen.
On these pages, you will see similar columns and icons. The functions of these are as follows:

The pencil icon will allow you to edit the prescription. It will take you to the Prescription Fill page.
Patient number and name will go to the Patient Record
Owner name will go to the client's account page
Script will give an info dot that shows some of the current prescription information, followed by the drug name
Status is the current status of the prescription. Any prescription in these widgets will need further action on them, and the user viewing the script is the person who is assigned.
Prescribing DVM is the clinician who approved the prescription request

My Pending Prescriptions (Requested By)

This widget will display any prescriptions that you requested. This is intended for students who wish to track the approval process of prescriptions they submitted.

My Pending Prescriptions (Prescribing DVM)

This widget will display any prescriptions for which you are listed as the prescribing DVM. This widget is intended for clinicians to review and approve the prescriptions of their students. Note that clinicians can approve prescriptions immediately after the request is made by the student, by entering their username and password on the Prescription Request page before the student closes it. This window is intended for asynchronous prescriptions, such as called-in refills or prescriptions that are less urgent. Prescriptions can be edited on the patient record before approval.LIMS-6302 – Add in the pencil icon so that users can edited the Rx from this widget

Prescriptions "In Process" (Reserved by)

This widget is intended for use by pharmacy technicians. It allows an overview of any prescriptions that are currently reserved by the user, so that they can monitor any work they have started processing but has not yet been fully processed.

Prescriptions in "Review" Status (Pharmacists)

This widget is for the pharmacists to review any prescriptions that have been processed by the technicians but need a final approve before filling. The technician can pre-assign the pharmacists to review by entering their user name into the field while submitting the review prescription

Functionality by Page

Medication Record Group

Add Medication

Add Over the Counter SaleLIMS-6838, support for OC sales

Prescriptions TabWe have discussed renaming this to "medication tab: to be more accurate and inclusive, as there are more than just prescriptions on it

Context Menu

Vaccines Section

Other Medications Administered

Prescriptions Section

Script DetailsAdded in version 1.6

Over the Counter Sales

Refill and Complete Partial Fill

Prescription Request FormNCSU Requirement: Prescription draft terms not populating, query rewrite is needed (LIMS-6418)

Pharmacy Selection

Drug Info

Instructions and Draft Terms

Quantity and Supply Details

Animal Usage

Patient Status & Comments

Dosage Calculator

Pending Flag KSU Requirement: Pending Prescription status, LIMS-5595 – ON HOLD, will need further discussion as this may break the workflow

Add Script and Done/Close

Pop Up WarningsLIMS-5232, Pop up warnings

Requested Script Cards and Approval ProcessLIMS-6922 – Change behavior of the script cards. We are removing the edit button, and having them load on click instead.

Dispensary View

Fill Information Field Set

Daily Fill StatusMSU Requirement LIMS-5150, Epic Partial Fills and Daily Fills, LIMS-6703

Pharmacy Fill QueueEpic LIMS-5334 – Pharmacy Fill Queue and Fill Screen improvements includes many upgrades to this section

Fill Queue Screen

Patient Status Change on Queue

Fill Queue Sub-Sections

Prescriptions Waiting for Approval

Prescriptions on Hold

Fill Queue Daily Fills Today and Tomorrow

Print Daily Fill List and LabelsNCSU Requirement, added from 11/20 Feedback, tickets LIMS-7117 and LIMS-7119

User PreferencesLIMS-6761, User Preferences and Admin Settings windows

Admin Features

Prescription Fill Form

Prescription Fill Functions

Options Prior to clicking Start FillMU requirements, added in version 1.6

Start Fill

Options after clicking Start Fill

Rejecting or Canceling a Prescription

Transferring a prescription

Putting a Prescription on Hold

Editing a PrescriptionNCSU Requirement: Restrict list in Prescription Edit to be Pharmacy Only Items (LIMS-6783)

Unreserving a Prescription

Prescription Info and HistoryLIMS-5833, Add additional details to the RX History, UGA request

Filling a Prescription

Billing and Inventory information

Rx #

Partial FillsLIMS-5984, Partial Fills – Requirement for many schools.

Printing Labels and Info Sheets

Ready for Pickup Status

Prescription Search Screen

Prescription Search

Prescription Search Results

Detailed View of Filled PrescriptionNCSU Requirement: Certain script fields are editable after the prescription is filled, when they should not be (LIMS-6785) NCSU Requirement: Display time stamp next to Date Start and Approved Dates on this page LIMS-7128

Unissue PrescriptionNCSU LIMS-6785, new requirement to be able to edit prescriptions after issue

Cancel FillMU requirement LIMS-7211, Cancel Fill button

Prescriptions Dispensed Report

Prescription Detailed History and Audit LogLIMS-4659, Prescription Audit Log. Requirement for KSU, AU, and UGA

Prescription History Tab

Prescription Audit Log

Drug Management Screens

Drug Disposal Form

Drug Disposal Search

Drug Search Screen

Controlled Drug Machine Screens

Controlled Drug Machine Logs Several improvements on this page and others are grouped together in the epic LIMS-6730. Pharmacy Security Improvements

Control Drug Machine Setup

Point of Sales Screen LIMS-6834 – Point of Sales Epic

Fill Outside Rx

Refill Rx

Mail Order Prescriptions

Sell OTC Item

Return ItemLIMS-4284 – Pharmacy POS Screen Return Process

Return Item Window

Pharmacy Settings LIMS-6750 – Change Prescription Setup to Pharmacy Setup - LIMS-6012, clean up prescription setup screens

Global Settings Tab