Simplifi 797 Upgrade - October 2010

Transcription

1 Simplifi 797 Upgrade - October 2010 Pharmacy OneSource is happy to announce the latest upgrade release of Simplifi 797. This XX minute tutorial will introduce you to the new features and changes you will find, along with brief operational instructions. Labels Included in this release is new option allowing you to print labels derived from your batch process information, and some new system preference settings regarding not only the new labels, but also for automatic generation of process lot numbers. The new Labels feature is an optional add-on to Simplifi 797, allowing you to create printable labels from your batch processes. Information on the labels includes Compounding instructions, components, expiration dates, lot numbers, preparer and approver information, and more. This feature allows you to include Linear or 2D barcodes, choose or create your label sizes, etc. Please contact your account manager for a price quote. If not already done, begin by selecting the Admin tab Notice the new Label Setup menu item. Clicking Label Setup will open the Label Templates page. Initially, you will see a few pre-loaded labels. These are standard sizes and should suffice. If not, you can create your own. To create a custom label, begin by clicking the Create Label Template icon. While most of the settings here are self-explanatory, a few may need some extra explanation. Vertical pitch is the measurement from the top of one label to the top of the next label below. In this example, they are 1 inch labels with a 1 and a half inch vertical pitch. This makes for a 1/2 inch space between the bottom of one label and the top of another. 1

2 Horizontal pitch is the distance from the left edge of one label to the left edge of the next label to the right. Notice, we have 2-inch labels with a horizontal pitch of 2.5 inches. This will leave a 1/2 inch space between the left and right columns. Below the setup area is an examples area, which defines the settings graphically. When all is satisfactory, click the Save button. You will be returned to the list of label templates with the new template appearing alphanumerically in the list. You can edit or remove an existing template by clicking on either the Edit icon or the template name. The template will re-open allowing you to make changes or to simply delete it. If you make changes, clicking save will return you to the list with the changes intact. To delete, click the Delete button or the Delete icon. You will see a prompt asking if you are sure you wish to delete the template. Assuming you are, click OK. Your template is now removed. 2

3 System Preferences Process Lot Number Before we actually see the results of the label setup, let's look at the new System Preferences. After this, we will create a batch process using all of the new features. To begin, click the Admin tab, then the System Preferences menu item. Notice there are now two new items: Process Lot Number and Label Barcodes. Previously, when making a batch process, the Process Lot Number had to be entered manually. Now, we have added the option of having the lot number generate automatically in one of several ways. Defaulting to Enter manually, if left here, you can continue to enter the lot number when making the batch process. Auto-generate: Integer will search for the largest already-existing process lot number and increase it by one for the new lot number. If you use dates in your lot numbers, Auto-generate: Date-Integer will look for today's date, and add a whole number to the end. FOr example, if there is already an existing lot number with today's date, dash 3, this selection will generate a lot number with today's date, dash 4. Auto-generate: Date-Letter is similar, but will put a letter after the date instead of a number. For our demonstration, we will use the Date-Integer choice. Label Barcodes As mentioned earlier, another new feature in this release is the optional label creator. If you have purchased this feature, you can choose to add a barcode to the labels you generate. Open the dropdown to choose the type of barcode - linear or 2D. Note that this is a system-wide choice, meaning that the type of barcode you choose here will apply to all labels printed. And, when all is satisfactory, click Save. Linear Barcode 2D Barcode 3

4 Batch Process Creating a Batch Process is mostly unchanged, and detailed instructions can be found in the User and Admin instructions, but there are a few slight changes. To begin, we will start as always, by selecting a template. In previous versions of Simplifi 797, below Final Product Name was the Final Product Description. This has been changed to Label Product Description. While this differs somewhat from the earlier Final Product Description, It serves essentially the same purpose, but the change here will help the user to understand exactly where this is going. This will be the heading at the top of the printed label. Below that are two new fields: Label Notes, and Label Barcode Text. Label Notes will appear at the bottom of the printed, offering space for additional information such as handling, etc. Label Barcode Text determines what the barcode will read, if activated in Preferences. While this has a 100 character limit, care should be taken when using the linear barcode because too many characters could cause the barcode to be too large for the physical label. Beyond this, the rest of the setup is unchanged. When all is satisfactory, click Save. 4

5 Batch Process, continued Now, let's make a batch process with our template. Upon selecting our template, notice that the majority of our data is automatically populated: Label Product Description and Notes, Barcode Text, and while the Process Lot Number is not present, notice the message adjacent to the Process Lot # field. This will autogenerate upon saving. The Beyond Use date was set for 14 days, refrigerated, in the template. Simplifi797 calculates the expiration date and it appears here. This, too, will be on the printed label. When all is satisfactory, click Save. Earlier we pointed out the Process Lot number. When we set our preferences earlier, we chose Auto-generate: Date-Integer. Upon saving, this prompt will appear showing you the autogenerated lot number. Assuming this is correct, click OK. Your new batch will appear with the auto-generated lot number, and a status of Awaiting Approval. 5

6 Printing a Label At this point, the label can be printed. At the far right of each batch process in the list screen is the new Create Label icon (arrow, below). Clicking will give a summary of what will appear on the printed label. Everything in the template is active by default and those checkboxes that are not greyed out can be turned on or off by clicking on them. If a checkmark is present, that item will print. When ready, click Create Label. A.pdf file will open with your formatted labels, ready for printing. Note that if the batch was not approved at the time the labels are created, the Approved area will be blank. This will allow the proper personnel to sign off directly on the label. The Beyond Use Date is shown here. As you recall, we chose 14 days, refrigerated, and a linear barcode. 6