TABLE OF CONTENTS - FSI Customer HelpNov 05, 2012 · FSI PHARMACY MANAGEMENT SYSTEM TABLE OF CONTENTS . FSI PHARMACY MANAGEMENT SYSTEM TABLE OF CONTENTS . 1. Introduction Office

FSI PHARMACY MANAGEMENT SYSTEM TABLE OF CONTENTS

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Pharmacy Management System TABLE OF CONTENTS PAGE NO.

Chapter 1 – INTRODUCTION Office Hours and Locations ................................................................................................................ 1.1.1 Technical Support – Maintenance, Updates and Supplies ............................................................... 1.1.1 Sales, Administration and Invoicing .................................................................................................. 1.1.1 After Hours Service, Evenings Weekends and Holidays .................................................................. 1.1.1 Basic System Guidelines . ................................................................................................................... 1.2.1 Importance of Backup and Compare .................................................................................................. 1.3.1 Start-Up/Shutdown Procedures .......................................................................................................... 1.4.1 Startup Procedures ................................................................................................................... 1.4.1 Dos Based Systems ................................................................................................................... 1.4.1 Dos – Windows Based Systems ................................................................................................ 1.4.1 SCO – Unix Based Systems ...................................................................................................... 1.4.1 Linux Based Systems ................................................................................................................. 1.4.2 Shutdown Procedures .. ................................................................................................................... 1.4.3 The Main Menu ............ ................................................................................................................... 1.5.1 Process by Patient ........ ................................................................................................................... 1.5.1 Process by Script .......... ................................................................................................................... 1.5.1 Utility Programs ............ ................................................................................................................... 1.5.2 New Rx – Last Patient .. ................................................................................................................... 1.5.2 Consulting/Appoint Review ............................................................................................................... 1.5.2 Accounts Receivable .... ................................................................................................................... 1.5.2 Nursing Home ............ ................................................................................................................... 1.5.3 Exit Pharmacy System .. ................................................................................................................... 1.5.3 Cash Register ............ ................................................................................................................... 1.5.3 Rx Verify – Workflow .... ................................................................................................................... 1.5.3 Update Notice Display .. ................................................................................................................... 1.5.4 Shift F2 – Help ............ ................................................................................................................... 1.5.4 Backup and Compare Procedures ....................................................................................................... 1.6.1 Backup and Compare Schedules ..................................................................................................... 1.6.1 General Information ...... ................................................................................................................... 1.6.2 Tape Use – Wear and Tear ........................................................................................................ 1.6.2 Tape Errors & Diagnostics ......................................................................................................... 1.6.3 General Diagnostics for Backup and Compare Errors ............................................................... 1.6.3 Backup Types ............ ................................................................................................................... 1.6.3 SCO Unix Backup .. ................................................................................................................... 1.6.3 SCO Unix – Colorado Backup .................................................................................................... 1.6.4 SCO Unix – Linux - CDR & RW Backup .................................................................................... 1.6.4

Chapter 2 – PRESCRIPTION PATHWAY Process by Patient ........... ................................................................................................................... 2.1.3


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Patient Additions – Main Screen ....................................................................................................... 2.1.4 F2 – Misc. Pat/TP ... ................................................................................................................... 2.1.6 F3 – TP ..... ............ ................................................................................................................... 2.1.9 ShF3 – Search Insurance List ........................................................................................... 2.1.11 F2 – Change Order ............................................................................................................ 2.1.11 F4 – Charge Account .... ................................................................................................................. 2.1.11 F5 – Interface ... ............ ................................................................................................................. 2.1.12 ShF1 – Misc. Info. ......... ................................................................................................................. 2.1.13 ShF2 – Help ..... ............ ................................................................................................................. 2.1.13 ShF5 – Mail Order ........ ................................................................................................................. 2.1.14 ShF10 – Pat Note or NO PNote ...................................................................................................... 2.1.14 F2 – Edit Patient (note) ............................................................................................................ 2.1.14 F8 – Edit 99 Line Note .............................................................................................................. 2.1.15 F3 – Print ......... ................................................................................................................. 2.1.15 F4 – Last Page ................................................................................................................. 2.1.15 F5 – Next Page ................................................................................................................. 2.1.15 F6 – Delete Line ................................................................................................................ 2.1.15 F7 – Insert Line ................................................................................................................. 2.1.15 F8 – Copy to Other Patient ................................................................................................ 2.1.15 ‘from line’ ... ................................................................................................................. 2.1.16 ‘to line’ ....... ................................................................................................................. 2.1.16 Name or LTCF code .................................................................................................... 2.1.16 Patient Name / LTCF code .......................................................................................... 2.1.16 Starting at Line # ......................................................................................................... 2.1.16 F9 – Go to Page ................................................................................................................ 2.1.16 Patient Profile ..... ............ ................................................................................................................... 2.2.1 Patient Amendments .... ................................................................................................................... 2.2.1 RxHist ...... ..... ............ ................................................................................................................... 2.2.1 RxHist, @:OrgDate ................................................................................................................... 2.2.2 Rx Hist, * ... ............ ................................................................................................................... 2.2.2 RxHist, $ .... ............ ................................................................................................................... 2.2.2 RxHist, # .... ............ ................................................................................................................... 2.2.3 RxHist, !:Drug ......... ................................................................................................................... 2.2.3 New Script ..... ............ ................................................................................................................... 2.2.3 Refill Scirpt ..... ............ ................................................................................................................... 2.2.3 Recall Script ..... ............ ................................................................................................................... 2.2.3 Refills Rem’g ^:Org Date .................................................................................................................. 2.2.4 Extended History .......... ................................................................................................................... 2.2.4 Print B & C #3 Form ...... ................................................................................................................... 2.2.4 Add/Amend/Del All/Sen ................................................................................................................... 2.2.5 Add All/Sen ............ ................................................................................................................... 2.2.5 Amend All/Sen ........ ................................................................................................................... 2.2.6 Delete All/Sen ......... ................................................................................................................... 2.2.6 Check for All/Sen .... ................................................................................................................... 2.2.6 Receipt for Script .......... ................................................................................................................... 2.2.6 Print Address Label ...... ................................................................................................................... 2.2.6 Sel from Same Family .. ................................................................................................................... 2.2.6 Tele Rx ...... ..... ............ ................................................................................................................... 2.2.7 Enter a Tele Rx ...... ................................................................................................................... 2.2.7 Fill a Tele Rx .......... ................................................................................................................... 2.2.7 Eligibility . ............ ................................................................................................................... 2.2.7 Display All/Sens ............ ................................................................................................................... 2.2.8 Choose Rx & Fill ........... ................................................................................................................... 2.2.8 Drug Disease Monitoring .................................................................................................................. 2.2.8 Display Disease Profile .............................................................................................................. 2.2.8 Add to Profile By Disease Class................................................................................................. 2.2.8


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Add to Profile By Drug Indication ............................................................................................... 2.2.8 Amend Disease Profile ............................................................................................................... 2.2.8 Delete Disease From Profile ...................................................................................................... 2.2.9 Check Drug For Contra-Indications ............................................................................................ 2.2.9 Delete Entire Disease Profile ..................................................................................................... 2.2.9 List Medi-Span’s Disease Classifications ................................................................................... 2.2.9 Print ICD-9 Code/Description List .............................................................................................. 2.2.9 Add ICD-9 Code to Script ........................................................................................................... 2.2.9 Add to Refill Queue ....... ................................................................................................................. 2.2.10 CurPer, Signatures, B&C ................................................................................................................ 2.2.10 Display Current Period Scripts ................................................................................................. 2.2.10 Print Current Period Scripts ...................................................................................................... 2.2.10 Month-To-Date Scripts (ALL) ............................................................................................. 2.2.11 Month-To-Date Scripts (Non-TAR’s) .................................................................................. 2.2.11 Year-To-Date Scripts ......................................................................................................... 2.2.11 All (Non-Discontinued) Scripts ........................................................................................... 2.2.11 Patient Signat/Notes ..... ................................................................................................................. 2.2.11 Flag HIPAA Privacy Signature on File...................................................................................... 2.2.11 Flag Non-Safety Cap Signature on File .................................................................................... 2.2.12 Capture a HIPAA Privacy Signature......................................................................................... 2.2.12 Capture a Non-Safety Cap Signature ....................................................................................... 2.2.12 Enter a HIPAA Signature Note ................................................................................................. 2.2.13 Display HIPAA Signature Notes ............................................................................................... 2.2.13 Print HIPAA Signature/Note Report ......................................................................................... 2.2.13 PCL5 HIPAA E-Signature/Note Report .................................................................................... 2.2.14 Non-Safety Cap Signature Report ............................................................................................ 2.2.16 Clear HIPAA Signature and Flag.............................................................................................. 2.2.17 Clear Non-Safety Signature and Flag ...................................................................................... 2.2.17 Prescription Processing ... ................................................................................................................... 2.3.1 New Prescription ........... ................................................................................................................... 2.3.1 Verify/Enter the Acct/Episode # .................................................................................................. 2.3.1 Enter the ICD-9 Diagnosis Code ................................................................................................ 2.3.1 Enter a Drug ........... ................................................................................................................... 2.3.1 Function Keys ......... ................................................................................................................... 2.3.3 Dispensing Date .................................................................................................................. 2.3.4 Dispensing Note .................................................................................................................. 2.3.4 Script Note ....... ................................................................................................................... 2.3.4 Drug Maintenance ............................................................................................................... 2.3.5 Do Price Quote ................................................................................................................... 2.3.5 Facts and Comparisons DATABASES ....................................................................................... 2.3.5 DTMS .. ............ ................................................................................................................... 2.3.5 Cross-Chek ...... ................................................................................................................... 2.3.6 Aller-Chek ........ ............ ...................................................................................................... 2.3.6 Duplicate Therapy ......... ...................................................................................................... 2.3.6 Drug Disease ... ............ ...................................................................................................... 2.3.7 Drug Notes ............ ............ ...................................................................................................... 2.3.8 Drug Quantity ......... ............ ...................................................................................................... 2.3.8 Function Keys ......... ............ ...................................................................................................... 2.3.9 Modify Date Written ...... ...................................................................................................... 2.3.9 Refill Quantity Prescribed .................................................................................................... 2.3.9 Quantity Owing ............ ...................................................................................................... 2.3.9 Days Supply ........... ............ .................................................................................................... 2.3.10 Dose-Chek System ............ .................................................................................................... 2.3.10 Doctor ............ ............ .................................................................................................... 2.3.10 ShiftF1 – Doctor Maintenance ........................................................................................... 2.3.10 F6 – Set Stop Date ....... .................................................................................................... 2.3.11


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State Welfare Warning ........ .................................................................................................... 2.3.11 Verify Doctors Location ....... .................................................................................................... 2.3.11 DAW (Dispense As Written) .................................................................................................... 2.3.11 Pricing Screen ........ ............ .................................................................................................... 2.3.12 Price .... ............ ............ .................................................................................................... 2.3.12 Shift-F2 – Set DAW Flag ................................................................................................... 2.3.12 Shift-F1 – Copay ........... .................................................................................................... 2.3.13 F2 – Change Price Data .................................................................................................... 2.3.13 F3 – Change Drug Data .................................................................................................... 2.3.13 F4 – Change Pricing Formulas .......................................................................................... 2.3.14 Shift-F4 – Change Primary to Secondary .......................................................................... 2.3.14 F5 – Change Trade/Generic .............................................................................................. 2.3.14 Shift-F5 – All Same Code .................................................................................................. 2.3.14 F7 – Disable Group Billing ................................................................................................. 2.3.14 F6 – Alternate Billing ..... .................................................................................................... 2.3.15 Cost2 .. ............ ............ .................................................................................................... 2.3.15 Pricing Line ...... .......... .................................................................................................... 2.3.15 Un-Listed Options ......... .................................................................................................... 2.3.15 Pharmacist ............ ............ .................................................................................................... 2.3.16 Edit this Doctor ............ .................................................................................................... 2.3.16 Number of Refills .... ............ .................................................................................................... 2.3.17 F7 – Refill Quantity Prescribed .......................................................................................... 2.3.17 F9 – Expiry Date ........... .................................................................................................... 2.3.17 Drug Expiry Date .... ............ .................................................................................................... 2.3.18 Misc. Label Note ..... ............ .................................................................................................... 2.3.18 Directions ............ ............ .................................................................................................... 2.3.18 Automatic Sigs . ............ .................................................................................................... 2.3.19 F9 – Sig Additions ......... .................................................................................................... 2.3.19 - Do Not Include Generic Message .................................................................................... 2.3.19 Verify the Script ...... ............ .................................................................................................... 2.3.19 F1 – Start Script Over ... .................................................................................................... 2.3.19 F8 – Backup to Make Changes ......................................................................................... 2.3.19 Y – Accept as Is ............ 2.3.20 B – Bill Later .... ............ .................................................................................................... 2.3.20 C – Print a Care Claim Form ............................................................................................. 2.3.20 P – Send to P.O.S. ....... .................................................................................................... 2.3.20 R – Not Refill Reminder .................................................................................................... 2.3.20 D – Mark for Delivery .... .................................................................................................... 2.3.21 E – Fill Elsewhere ......... .................................................................................................... 2.3.21 N – Not Filled (Yet) ....... .................................................................................................... 2.3.21 G – Discharge Med ....... .................................................................................................... 2.3.21 I – Incomplete .. ............ .................................................................................................... 2.3.21 1 – 1 Year Expiry .......... .................................................................................................... 2.3.21 Print Label ............ ............ .................................................................................................... 2.3.22 Third Party Billing Codes Entry ................................................................................................ 2.3.22 Internet or Modem Claims ... .................................................................................................... 2.3.23 SF2 ............ ............ .................................................................................................... 2.3.23 Amount of Copay .......... .................................................................................................... 2.3.23 Drug Cost Paid ............ .................................................................................................... 2.3.23 Disp Fee Paid .. ............ .................................................................................................... 2.3.23 Returned Tax ... ............ .................................................................................................... 2.3.24 Tax to: . ............ ............ .................................................................................................... 2.3.24 Total Amount Paid ........ .................................................................................................... 2.3.24 TotPrice ........... ............ .................................................................................................... 2.3.24 Claim Reference Number .................................................................................................. 2.3.24 Shift F6 – Mark Claim as Not Filled ................................................................................... 2.3.25 F7 – Mark Claim as Bill Later ............................................................................................. 2.3.25


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Shift F7 – Go to TAR Tracking ........................................................................................... 2.3.25 F8 – Retry Transmission .................................................................................................... 2.3.25 Shift F8 – Select Alternate Switch Code ............................................................................ 2.3.25 F9 – Accept Claim as Paid ................................................................................................ 2.3.26 F10 – Re-Do Script ....... .................................................................................................... 2.3.26 Printing a Receipt – Add to Delivery Log .................................................................................. 2.3.26 Process by Script . ............ ............ ...................................................................................................... 2.4.1 Script Status Menu ....... ................................................................................................................... 2.4.1 Refill Script ............ ................................................................................................................... 2.4.1 Edit Script .. ............ ................................................................................................................... 2.4.2 Edit Main Script Record ....................................................................................................... 2.4.2 Edit Dispensing Record ....................................................................................................... 2.4.2 F2 – Online Claim Reversal .......................................................................................... 2.4.3 F3 – Third Party A/R ...................................................................................................... 2.4.3 Print Label (Most Recent) .................................................................................................... 2.4.3 Print Label (Choose Disp) .................................................................................................... 2.4.3 Charge Rx to T.P. ................................................................................................................ 2.4.4 Change Rx Status .. ................................................................................................................... 2.4.4 Delete Script .... . .................................................................................................................. 2.4.4 Discontinue Script ................................................................................................................ 2.4.4 Transfer Script . ................................................................................................................... 2.4.4 Delivery-In-Progress ............................................................................................................ 2.4.4 Call Doctor In Progress ........................................................................................................ 2.4.5 Used to Create New ............................................................................................................ 2.4.5 Not Filled .......... ................................................................................................................... 2.4.5 Filled Elsewhere .................................................................................................................. 2.4.5 Transferred Here ................................................................................................................. 2.4.5 Discharged Med ................................................................................................................... 2.4.5 Not Refill Reminder .............................................................................................................. 2.4.5 Label Only (last) ..... ................................................................................................................... 2.4.6 Label Only (Choose) .................................................................................................................. 2.4.6 Cancel Previous Refill ................................................................................................................ 2.4.6 Transfer Remaining Refills ......................................................................................................... 2.4.7 Change # of Refills . ................................................................................................................... 2.4.7 Call Doctor Label .... ................................................................................................................... 2.4.8 Immediate Refill Req. ................................................................................................................. 2.4.8 Store Refill Req. ..... ................................................................................................................... 2.4.8 New From Old ........ ................................................................................................................... 2.4.9 Create New Script – Quick .................................................................................................. 2.4.9 Create New Script – Long .................................................................................................... 2.4.9 Refill from Quantity Owing ................................................................................................... 2.4.9 Send Auto Doctor Fax ......................................................................................................... 2.4.9 Email Doctor Refill Request ............................................................................................... 2.4.10 Edit Short Script Note ............................................................................................................... 2.4.10 Edit Long Rx/Pat Notes ............................................................................................................ 2.4.11 Dispense Not-Filled Script ........................................................................................................ 2.4.11 More Script Functions .............................................................................................................. 2.4.11 Facts and Comparisons Information & Disclaimers .......................................................................... 2.5.1 Aller-Chek ..... ............ ................................................................................................................... 2.5.2 Cross-Chek ..... ............ ................................................................................................................... 2.5.3 Drug-To-Drug Interactions .......................................................................................................... 2.5.3 Effect ............ ................................................................................................................... 2.5.4 Significance ..... ................................................................................................................... 2.5.4 References ...... ................................................................................................................... 2.5.5 Patient Consultation System ...................................................................................................... 2.5.7


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Professional Messages ........................................................................................................ 2.5.7 Patient Messages ................................................................................................................ 2.5.7 Patient Drug Education Systems ...................................................................................................... 2.5.9 Duplicate Therapy System .............................................................................................................. 2.5.10 Duplicate Therapy Screening ................................................................................................... 2.5.11 Clinical Definitions .. ................................................................................................................. 2.5.12 Dose-Chek System ....... ................................................................................................................. 2.5.14 Dose Range Checking ............................................................................................................. 2.5.15 Clinical Definitions ............................................................................................................. 2.5.16 Special Considerations – Geriatric .................................................................................... 2.5.18 Special Considerations – Pediatric .................................................................................... 2.5.18 Duration of Therapy ................................................................................................................. 2.5.19 Clinical Definitions ............................................................................................................. 2.5.19 Appendix – Pediatric Usual Age-Weight Ranges .............................................................. 2.5.20 Drug Disease System ... ................................................................................................................. 2.5.22 Introduction ............ ................................................................................................................. 2.5.22 Definitions .. ............ ................................................................................................................. 2.5.23 Priority of Disease Interaction ............................................................................................ 2.5.23 Method of Interaction Coding ............................................................................................. 2.5.24 Message Source ................................................................................................................ 2.5.24 Inclusion of Disease State/Condition in Patient Profile ............................................................ 2.5.24 Drug Therapy Monitoring System ................................................................................................... 2.5.25 Drug-Drug Interaction ............................................................................................................... 2.5.25 Food-Drug Interaction .............................................................................................................. 2.5.25 Prior Adverse Reactions (PAR) ................................................................................................ 2.5.25

Chapter 3 – DRUG MAINTENANCE Additions / Amendments . ................................................................................................................... 3.1.1 Page #1 ..... ............ ................................................................................................................... 3.1.2 State Welfare Group Code Chart ...................................................................................................... 3.1.4 Page #2 ..... ..... ............ ................................................................................................................... 3.1.6 Page #3 ..... ..... ............ ................................................................................................................... 3.1.8 Page #4 ..... ..... ............ ................................................................................................................... 3.1.8 Drug Lists – Printouts and Screen ...................................................................................................... 3.2.1 Complete File ............ ................................................................................................................... 3.2.1 Partial File By Name ..... ................................................................................................................... 3.2.1 By Price Code (9”) ........ ................................................................................................................... 3.2.1 Complete File ... ............ ................................................................................................................... 3.2.1 Partial File .. ..... ............ ................................................................................................................... 3.2.2 Drugs w/Spec Qty Pricing ................................................................................................................. 3.2.2 Export Items to File (‘dglist.csv’) ....................................................................................................... 3.2.2 Switches .... ..... ............ ................................................................................................................... 3.2.2 Switch Actives Only Flag ............................................................................................................ 3.2.3 Switch Modified Only Flag .......................................................................................................... 3.2.3 Switch Narcotics Flag ................................................................................................................. 3.2.3 Switch Controlled Flag ............................................................................................................... 3.2.3 Select Manufacturers Code Flag ................................................................................................ 3.2.3 Switch Bad NDC Codes Flag ..................................................................................................... 3.2.3 Not Been Update Since MMDDYYCC ....................................................................................... 3.2.4 Updated Since MMDDYYCC ..................................................................................................... 3.2.4 With Dispensing Robot Location ................................................................................................ 3.2.4 Switch Discontinued Flag ........................................................................................................... 3.2.4 Switch Compounded Flag .......................................................................................................... 3.2.4


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Switch Special Case Flag........................................................................................................... 3.2.4 Switch SVC/Misc ID ................................................................................................................... 3.2.5 Expired Since MMDDYYCC ....................................................................................................... 3.2.5 Not Dispensed Since MMDDYYCC ........................................................................................... 3.2.5 Switch Stock-on-hand ................................................................................................................ 3.2.5 Missing Valid GPI ... ................................................................................................................... 3.2.5 Dispensed Since MMDDYYCC .................................................................................................. 3.2.5 Set Form Type ........ ................................................................................................................... 3.2.6 Select Spec. Pack .. ................................................................................................................... 3.2.6 Set St WF Group .... ................................................................................................................... 3.2.6 Activate / Deactivate A Drug ............................................................................................................... 3.3.1 Drug Screen List ... ........... ................................................................................................................... 3.4.1 Complete File ... ............ ................................................................................................................... 3.4.1 Partial File by Name ..... ................................................................................................................... 3.4.1 By Price Code .. ............ ................................................................................................................... 3.4.2 Drugs with Spec Qty Pricing ............................................................................................................. 3.4.2 Switch Active Only Flag ................................................................................................................... 3.4.2 Switch Modified Only Flag ................................................................................................................ 3.4.3 Switch Narcotic Flag ..... ................................................................................................................... 3.4.3 Switch Controlled Flag .. ................................................................................................................... 3.4.3 Select Manufacturer’s Code ............................................................................................................. 3.4.4 Zero Drug Usage ............ ................................................................................................................... 3.5.1 Special Drug Maintenance ................................................................................................................... 3.6.1 Insert TPE Groups ........ ................................................................................................................... 3.6.1 Insert TPP Groups ........ ................................................................................................................... 3.6.2 Insert Default Days Supply ............................................................................................................... 3.6.2 Insert Default Expiry Date ................................................................................................................. 3.6.3 Insert A/C, C/C, PCM Codes ........................................................................................................... 3.6.4 Insert Auto Sig Codes ... ................................................................................................................... 3.6.4 Insert Refill Reminder Flag ............................................................................................................... 3.6.4 Insert Drug Mfg. Code .. ................................................................................................................... 3.6.5 Insert State Group Code 3.6.5 Insert Drug Trade Name ................................................................................................................... 3.6.5 Insert CtrlSub & Special Case .......................................................................................................... 3.6.6 Enter GPI of Drug ... ................................................................................................................... 3.6.6 Controlled Substance Reportable .............................................................................................. 3.6.6 Prompt for Pickup ID .................................................................................................................. 3.6.6 Prompt for Serial Number ........................................................................................................... 3.6.7 Drug Record ‘Special Case’ ....................................................................................................... 3.6.7 Clear ‘Add/Modified’ Flags ................................................................................................................ 3.6.7 T.P. Drug Codes Setup .... ................................................................................................................... 3.7.1 Copy NDC Codes to T.P. .................................................................................................................. 3.7.1 Copy NDC Codes to T.P. – Interactive ............................................................................................. 3.7.1 Copy T.P. Drug Codes .. ................................................................................................................... 3.7.2 Managed Care Formulary Setup....................................................................................................... 3.7.2 Managed Care Formulary Setup – Interactive .................................................................................. 3.7.2 Copy Managed Care Formulary ........................................................................................................ 3.7.3 Drug Notes Maintenance . ................................................................................................................... 3.8.1 Add/Amend Drug Note .. ................................................................................................................... 3.8.1 Delete Drug Note .......... ................................................................................................................... 3.8.2 List Drug Notes ............ ................................................................................................................... 3.8.2


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Copy Drug Note ............ ................................................................................................................... 3.8.2 Switch Primary/2ndary Flag .............................................................................................................. 3.8.3 Multi-site Drug Availability .................................................................................................................. 3.9.1 Disp Robot Location Maint 3.10.1 Merge Drug Records ........ ................................................................................................................. 3.11.1 Drug Info System ............ ................................................................................................................. 3.12.1 Create New 'drug info' Request File ............................................................................................... 3.12.1 Add Drug to Request File ............................................................................................................... 3.12.1 Display Existing Request File ......................................................................................................... 3.12.3 Transmit Request/Request Response File ..................................................................................... 3.12.3 Retrieve Request File ... ................................................................................................................. 3.12.3 Apply Drug Info Response File ....................................................................................................... 3.12.4 Rebuild Drug Info Index ................................................................................................................. 3.12.4 Drug Info Configuration . ................................................................................................................. 3.12.4 Delete a Request Item .. ................................................................................................................. 3.12.5 SHF2 For Detailed Information ....................................................................................................... 3.12.5 Compound Drug Maintenance ........................................................................................................... 3.13.1 Print Drug/Shelf Labels (Dymo) ......................................................................................................... 3.14.1 Print N.Y. Price Schedule . ................................................................................................................. 3.15.1

Chapter 4 – DOCTOR MAINTENANCE Additions/Amendments ... ................................................................................................................... 4.1.1 F6 To Start With Another Doctor Record ................................................................................... 4.1.1 F2 – Suspension Information ............................................................................................................ 4.1.4 Add / Amend Screen #2 ................................................................................................................... 4.1.5 Add / Amend Screen #2 ................................................................................................................... 4.1.5 Doctor List (Code Sequence) ............................................................................................................... 4.2.1 Doctor List (Name Sequence) .............................................................................................................. 4.3.1 Delete a Doctor .... ............ ................................................................................................................... 4.4.1 Doctor's Script Summary ................................................................................................................... 4.5.1 Doctor's Birthdate List ..... ................................................................................................................... 4.6.1 Doctor T.P Code Setup .... ................................................................................................................... 4.7.1 Merge Doctors ..... ............ ................................................................................................................... 4.8.1

Chapter 5 – INSURANCE COMPANY MAINTENANCE Insurance Company Maintenance ...................................................................................................... 5.1.1 Add/Amend Third Party Record ....................................................................................................... 5.1.1


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F3 - Search by Name ................................................................................................................ 5.1.2 F7 - Search Insurance File ........................................................................................................ 5.1.2 Additions .... ............ ................................................................................................................... 5.1.3 F6 – Start With Another Third Party Record ........................................................................ 5.1.3 Amendments .......... ................................................................................................................... 5.1.3 Price Table ............ ................................................................................................................... 5.1.8 Required Info Matrix ................................................................................................................ 5.1.10 NCPDP 5.1 Selections ............................................................................................................. 5.1.11 TPE Third Party Exclusion Groups ........................................................................................... 5.1.11 TPP Third Party Pricing Groups ............................................................................................... 5.1.11 Misc. Info #1 Online Related Items .......................................................................................... 5.1.12 Misc. Info #2 Plan Edit Related Items ...................................................................................... 5.1.16 Statistics ... ............ ................................................................................................................. 5.1.19 Enter Payment ............ ................................................................................................................. 5.1.19 List Third Parties .......... ................................................................................................................. 5.1.20 Script Financial Report ................................................................................................................. 5.1.21 Delete Third Party ........ ................................................................................................................. 5.1.21 Change Claim Form Numbers ....................................................................................................... 5.1.22 Cut Third Party For Update ............................................................................................................ 5.1.22 Amend Third Party Prov. Numbers ................................................................................................ 5.1.22 Print 1 Inch Labels of Contact Names ........................................................................................... 5.1.23 Charge Script to Third Party ............................................................................................................... 5.2.1 Print Third Party Forms ... ................................................................................................................... 5.3.1 Required Billing Report ................................................................................................................... 5.3.1 Print Alignment Forms . ................................................................................................................... 5.3.2 Dot Matrix Forms .... ................................................................................................................... 5.3.2 Laser Forms ........... ................................................................................................................... 5.3.2 Print Billing ..... ............ ................................................................................................................... 5.3.2 Erase Printed Claims ... ................................................................................................................... 5.3.3 List Claims By Insurance ................................................................................................................. 5.3.4 Electronic TP Batch Billing ................................................................................................................ 5.3.4 Print Exceptions List ..... ................................................................................................................... 5.3.4 Print Multi-Script Claim Forms ......................................................................................................... 5.3.4 California Green Lien Invoice ........................................................................................................... 5.3.5 Edit Third Party Invoices . ................................................................................................................... 5.4.1 Edit Invoices - California Medi-Cal Remarks ................................................................................... 5.4.1 Third Party Drug Exclusion Groups ................................................................................................... 5.5.1 Third Party Pricing Groups ................................................................................................................. 5.6.1 Allocate Third Party Funds .................................................................................................................. 5.7.1 Electronic Data File (Batch) Billing ..................................................................................................... 5.8.1 List File Formats .......... ................................................................................................................... 5.8.1 Create Billing File ......... ................................................................................................................... 5.8.1 Print T.P. Forms ............ ................................................................................................................... 5.8.3 Print Exceptions List .... ................................................................................................................... 5.8.3 Transmit Medi-Cal Billing ................................................................................................................. 5.8.3 Process NCPDP 5.1 Response ........................................................................................................ 5.8.4 Modem Reversals, Formats, Etc ......................................................................................................... 5.9.1 NCPDP Claim Reversal ................................................................................................................... 5.9.1


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List Modem Claim Numbers ............................................................................................................. 5.9.3 Modem Switch Maintenance ............................................................................................................ 5.9.3 Additions/Amendments .............................................................................................................. 5.9.3 List ...... ..... ............ ................................................................................................................... 5.9.5 Delete an Entry ....... ................................................................................................................... 5.9.5 Change Modem Switch Codes .................................................................................................. 5.9.5 Third Party Accounts Receivable ..................................................................................................... 5.10.1 O.T.C. Electronic Billing (ELCF23) .................................................................................................... 5.11.1 Auto Charge Scripts to Third Party .................................................................................................. 5.12.1 Managed Care Formulary Names Maintenance ............................................................................... 5.13.1 Amend Formulary Names ............................................................................................................... 5.13.1 List Formulary Names ... ................................................................................................................. 5.13.1 Print Care Claim Forms ... ................................................................................................................. 5.14.1 Medicare Functions .......... ................................................................................................................. 5.15.1 Third Party Authorization System .................................................................................................... 5.16.1 Additons ..... ..... ............ ................................................................................................................. 5.16.1 Amendments .... ............ ................................................................................................................. 5.16.2 Deletions .... ..... ............ ................................................................................................................. 5.16.2 List TPAuths .... ............ ................................................................................................................. 5.16.3 Modem Claim Log ............ ................................................................................................................. 5.17.1 Modem Claim Log List .. ................................................................................................................. 5.17.1 List ‘Unbil’ and ‘Bill Later’ ................................................................................................................ 5.17.1 Claim Detail By Script Number ....................................................................................................... 5.17.2 Print Claim Detail .......... ................................................................................................................. 5.17.2 Switch Log . ..... ............ ................................................................................................................. 5.17.2 Auto Charge UNBIL’led Claims ......................................................................................................... 5.18.1 Auto Transmit to ‘CASH’ .. ................................................................................................................. 5.19.1 ‘340B’ Reporting ............ ................................................................................................................. 5.20.1

Chapter 6 – SUNDRY PRINTOUTS Patient History – Selective .................................................................................................................. 6.1.1 Drug Usage Report ........... ................................................................................................................... 6.2.1 Log Of Scripts ..... ............ ................................................................................................................... 6.3.1 Selections ..... ............ ................................................................................................................... 6.3.1 Switch 2/3/4 Line Log ................................................................................................................. 6.3.2 Switch 'Totals Only ' Flag ........................................................................................................... 6.3.2 Set Log by Pat Special Case ...................................................................................................... 6.3.3 Site Number ........... ................................................................................................................... 6.3.4 Electronic Data File (Elog) Flag .................................................................................................. 6.3.4 Elog Field Definition ............................................................................................................. 6.3.6


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Set Price Range ..... ................................................................................................................... 6.3.6 Switch Dup/Trip S/N ................................................................................................................... 6.3.7 Drug Special Case . ................................................................................................................... 6.3.7 Switch No Signature ................................................................................................................... 6.3.8 Actions ...... ..... ............ ................................................................................................................... 6.3.8 New Script . ............ ................................................................................................................... 6.3.9 Refill Script ............ ................................................................................................................... 6.3.9 Both News and Refills ................................................................................................................ 6.3.9 Combined Scripts ... ................................................................................................................... 6.3.9 Pre-pack Labels ............ ................................................................................................................... 6.4.1 Laser Pre-pack Label .... ................................................................................................................... 6.4.1 F2 – Load Label ..... ................................................................................................................... 6.4.2 F4 – Store Label ..... ................................................................................................................... 6.4.2 Dot Matrix Pre-pack Label ................................................................................................................ 6.4.2 Compressed Print ... ................................................................................................................... 6.4.3 Press F2 To Use Sig Codes ................................................................................................ 6.4.3 Press F4 to Load/Store Label .............................................................................................. 6.4.3 Press F6 Additional P.P. Labels .......................................................................................... 6.4.4 Normal Print ........... ................................................................................................................... 6.4.4 Press F2 To Use Sig Codes ................................................................................................ 6.4.4 Press F4 to Load/Store Label .............................................................................................. 6.4.4 Press F6 Additional P.P. Labels .......................................................................................... 6.4.5 Insurance Forms . ............ ................................................................................................................... 6.5.1 Script Financial Report / Third Party ................................................................................................... 6.6.1 Patient History – Alphabet ................................................................................................................... 6.7.1 Refill Reminder System ... ................................................................................................................... 6.8.1 List Refills Coming Up .. ................................................................................................................... 6.8.1 Print Rx Labels ............ ................................................................................................................... 6.8.1 Print 1” Mailing Labels .. ................................................................................................................... 6.8.2 Erase Old Reminders ... ................................................................................................................... 6.8.2 Erase Printed Reminders .................................................................................................................. 6.8.2 Print Call/Recall List ...... ................................................................................................................... 6.8.3 Print ‘To Fill List ............ ................................................................................................................... 6.8.3 Change Refill Reminder Status ........................................................................................................ 6.8.3 Auto Refill ‘To Fill’ Scripts ................................................................................................................. 6.8.4 Add Refill Reminder Record ............................................................................................................. 6.8.5 F2 -> Output to File ....... ................................................................................................................... 6.8.5 O.T.C. Labels . ..... ............ ................................................................................................................... 6.9.1 Patients List By Sel. Fields ................................................................................................................ 6.10.1 DC Patients ..... ............ ................................................................................................................. 6.10.2 Admissions Report ........ ................................................................................................................. 6.10.2 Create plist.dat ............ ................................................................................................................. 6.10.3 Print Totals Only ........... ................................................................................................................. 6.10.3 Print Labels ..... ............ ................................................................................................................. 6.10.3 Print List ..... ..... ............ ................................................................................................................. 6.10.3 Doctor List By Sel. Fields ................................................................................................................. 6.11.1 Price Over-ride Report ..... ................................................................................................................. 6.12.1


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Memo/Letter Write Function .............................................................................................................. 6.13.1 Board and Care Printouts ................................................................................................................. 6.14.1 Laser Formats ............ ................................................................................................................. 6.14.2 Patient Items .......... ................................................................................................................. 6.14.2 Medication Block – Script Items ............................................................................................... 6.14.3 Medication Block – Drug Items ................................................................................................. 6.14.4 Medication Block – Misc Items ................................................................................................. 6.14.4 Medication Block – Doctor Items .............................................................................................. 6.14.4 Pharmacy Items ..... ................................................................................................................. 6.14.5

Misc Items ............ ................................................................................................................. 6.14.5 Medication Block – Bar Coded Items ....................................................................................... 6.14.5 Text Items ............ ................................................................................................................. 6.14.6 Picture Items .......... ................................................................................................................. 6.14.6 Filled Rectangles .... ................................................................................................................. 6.14.7 ‘Usual’ Doctor Items ................................................................................................................. 6.14.8

Print a Test Form .... ................................................................................................................. 6.14.8 Offset/General Setup ................................................................................................................ 6.14.8 Print Forms ............ ............................................................................................................... 6.14.10 Show Active ............ ............................................................................................................... 6.14.10 Change Format File Name ..................................................................................................... 6.14.11 Create . ............ ............................................................................................................... 6.14.11 Delete . ............ ............................................................................................................... 6.14.11 Copy ... ............ ............................................................................................................... 6.14.11 Examples of Pre-Printed Board & Care Forms ............................................................................. 6.14.12 Form 1 – Briggs 3951 ............................................................................................................. 6.14.12 Form 2 – Briggs 3950 ............................................................................................................. 6.14.12 Form 3 – Rx Systems 5640 .................................................................................................... 6.14.13 Form 5 – Mal Brogan 1 ........................................................................................................... 6.14.13 Form 6 – OKI ’93 .... ............................................................................................................... 6.14.14 Form 7 – Rx Systems 5640 .................................................................................................... 6.14.14 Form 9 ..... ............ ............................................................................................................... 6.14.15 Form C – Rx Systems 34111 ................................................................................................. 6.14.15 Form F – Briggs 3953 ............................................................................................................. 6.14.16 Form G – Med Pass 2101 ...................................................................................................... 6.14.16 Form H & J – Med Pass 2901/7503 ....................................................................................... 6.14.16 Form I – StdReg ..... ............................................................................................................... 6.14.17 Form K – Wallace 6153009 .................................................................................................... 6.14.17 Form L – NDC 157974 ........................................................................................................... 6.14.17 Form M – Med Pass 2701 ...................................................................................................... 6.14.18 Form N – Med Pass 1213 ...................................................................................................... 6.14.18 Form O – Med Pass 2011 ...................................................................................................... 6.14.18 Form P – Briggs3999 ............................................................................................................. 6.14.19 From Q – ModHlth .. ............................................................................................................... 6.14.19

Drug Usage By Date Range ............................................................................................................... 6.15.1 dguse.txt file field definition ............................................................................................................. 6.15.2 List of Temp/Tele Scripts . ................................................................................................................. 6.16.1 Patient History T.P. Receipt .............................................................................................................. 6.17.1 Drug Usage By Pharmacists ............................................................................................................. 6.18.1 Patient Rx Usage By Date Range ...................................................................................................... 6.19.1


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HIPAA Security Reports ... ................................................................................................................. 6.20.1 ePHI Access Reports .... ................................................................................................................. 6.20.1 ‘Failed Login’ Reports ... ................................................................................................................. 6.20.2 ‘LogWatch’ Access Reports ............................................................................................................ 6.20.2 Generic PDE Monograph . ................................................................................................................. 6.21.1 Print Multi Patient/Script Notes ......................................................................................................... 6.22.1 Patient Notes by Creation Date ...................................................................................................... 6.22.1 Script Notes by Create Date ........................................................................................................... 6.22.1 Patient Notes by Date Editted ......................................................................................................... 6.22.1 Script Notes by Date Editted ........................................................................................................... 6.22.2 Print Clinic Drug Usage Report ......................................................................................................... 6.23.1 Select Clinic (Patient) ... ................................................................................................................. 6.23.1 Clear Year-to-Date Period .............................................................................................................. 6.23.1 Generate Monthly Report Data ....................................................................................................... 6.23.2 Print Report ..... ............ ................................................................................................................. 6.23.2 Add/Amend Product Groups ........................................................................................................... 6.23.2 List Product Groups (ID order) ........................................................................................................ 6.23.2 List Product Groups (Desc. order) .................................................................................................. 6.23.3 Print Stored Fax Doctor Sheets ........................................................................................................ 6.24.1 Rx Summary by Date Range ............................................................................................................. 6.25.1 New Patient/Doctor List By N.V. ID# ................................................................................................. 6.26.1 New Patients .... ............ ................................................................................................................. 6.26.1 New Doctors .... ............ ................................................................................................................. 6.26.1 Calendar Month Rx Summary ........................................................................................................... 6.27.1 Med. Reports (Psyc-Active & Ther.Class) ......................................................................................... 6.28.1 Psyco-Active Med Report ............................................................................................................... 6.28.1 Therapeutic Class Report ............................................................................................................... 6.28.1 Create/Amend Report Groups .................................................................................................. 6.28.2 List Report Groups . ................................................................................................................. 6.28.3 Rename Report Groups ........................................................................................................... 6.28.3 Delete Report Groups .............................................................................................................. 6.28.3 Create/Amend Reports ..........................................

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TABLE OF CONTENTS - FSI Customer HelpNov 05, 2012 · FSI PHARMACY MANAGEMENT SYSTEM TABLE OF CONTENTS . FSI PHARMACY MANAGEMENT SYSTEM TABLE OF CONTENTS . 1. Introduction Office