myqlink.net Quick Reference Guide Cubex Customer Support

Transcription

1 myqlink.net Quick Reference Guide Cubex Customer Support

2 Who we are The Cubex System helps maximize the efficiency of your practice through proven pharmacy and supply management technology. Our Inventory Management Solutions are designed to control the cost of supplies and to support staff with automated inventory tracking. The Cubex Solutions consist of dispensing systems, wireless access devices, and the MyQLink web-hosted software application which, together, improve overall performance of the supply chain while providing data you require to make better-informed business decisions. The Cubex System maximizes efficiencies and cost savings by: Reducing inventory holding costs through the elimination of excess inventory. Automating manual reorder processes. Increasing workflow efficiency by having inventory stocked and available. Reducing supply consumption by controlling access and standardizing supplies. Allowing staff more time to focus on patient care. Cubex 2016 All Rights Reserved. May not be reprinted or distributed without permission. (rev )

3 Contact Us We are here for you! For questions or further assistance, please contact Cubex Customer Support at: PHONE U.S. & Canada Opt. 1: General Support Opt. 2: Cabinet Emergency (Cabinet not usable) (Response within 24 hours) CHAT Via myqlink.net (Admins only) or Via internet portal WEB To access release notes on software and other resources Contact Us 1048 N. 44 th Street, Suite 100 Phoenix, AZ 85008

4 1. Open Internet Explorer from your computer 2. Type in the URL and press Enter 3. Enter your User ID and password provided during Implementation 4. Click sign in (Your ID will be in the format This is NOT the same log in used at the Cubex Solution.) Logging In

5 1. Log in to with your User ID & password 2. Select the Tools tab 3. Select View Security 4. To Add Alerts to an existing user Select user a) Press Edit at the bottom right b) To receive text alerts, enter a phone number and place a in the Check to Receive Sync Notifications box next to the phone number field c) To receive alerts, enter an address and place a in the Check to Receive Sync Notifications box next to the phone number field d) Select Save on the bottom right 5. To create a new user with alerts Click Add New User on top Right Complete all required fields and follow steps b through d as above Non-Sync Alerts

6 1. Log in to with your User ID & password 2. Select the Database tab 3. Select View Employees 4. Select Add New Employee, in the upper right 5. Fill in the required fields and legacy privileges (See complete MyQLink Guide on the Customer Portal for detailed information) 6. Select Save on the bottom right Adding a New Employee

7 1. Log in using your User ID & password 2. Select the Tools tab 3. Select View Security 4. Select Add New User, in upper right 5. Fill in the required fields (User ID MUST be unique) 6. Designate the user as Read Only or Administrator Read Only cannot make changes, but can resolve discrepancies and add patients Administrator can make changes to all items, employees, and patients 7. Select Save, on the bottom right of your screen Adding Users to myqlink.net

8 1. Log in to with your User ID & password 2. Select the Transactions tab 3. Select View Discrepancy 4. Click on the specific discrepancy you want to resolve 5. In the pop-up window Select the discrepancy reason from the drop down box Detail all findings regarding discrepancy Enter your Resolver ID and password (This is the same as your Cubex Solution User ID & password) Have a Witness enter their User ID & password (This is the same as their Cubex Solution User ID & password.) Select OK NOTE A witness is always required for discrepancy resolution. Discrepancy reasons can be added, changed, and edited in MyQLink > Database > Discrepancy Resasons. Discrepancy Resolution

9 1. Log in to 2. Select Reports tab 3. Select View Automatic Reports 4. Select the appropriate Report Category from the drop down list and Click Go 5. Select the report by clicking on it (Font will bold to indicate it has been selected.) 6. Select the frequency you wish to receive the report by checking the correct box 7. Check the box under 8. In the pop-up window Select the file type Select the user/supplier to receive the by checking the box & then selecting add 9. Close the pop-up window 10. Set up the parameters in the right column and select save schedule NOTE To receive reports via , you must be set up as a Supplier with an . To view and edit who is receiving auto reports, click on the blue envelope. To remove recipients, check the box next to their name and select remove. Reports designated with a small e (e.g. Inventory on Hand, C11e) are easily exported to Excel. Setting Up Auto Reports

10 To View Standard Reports 1. Log in to 2. Select Reports tab 3. Select View Standard Reports 4. Select the report category and press Go 5. Click on the report you want to view (The font will bold to indicate it has been selected.) 6. Select Preview and Print or To Print Standard Reports 1. Select the icon in the upper left of your screen 2. Choose the printer you want to use 3. Click print To Export a Standard Report 1. Select the icon in the upper left of your screen 2. Select the file location 3. Name the file 4. Choose the Save as format from the drop down list 5. Save NOTE: Reports designated with a small e (e.g. Inventory on Hand, C11e) are easily exported to Excel. Running Standard Reports

11 B BC DI DS DW EB P PE PO R RB RR RX S SK US DW Item Issue Container Countback Discrepancy Destock Destock Waste External Issue Cycle Count A Purchase Order Line was edited A New Purchase Order was created Item Return Return Bin Item Return Rx Check Restock, Scheduled or Supplemental Skip Transaction Unstock (Transfer) Dose/Waste Correction Transaction Transaction Types