Meth.D.A User Guide 1

Transcription

1 Meth.D.A User Guide 1 1 Welcome to Meth.D.A Congratulations on your choice to use Meth.D.A. Meth.D.A is a sophisticated and comprehensive software application that is also very easy to use. This help documentation is designed to assist new users with the information they might need to quickly get started with Meth.D.A. For more seasoned users, this help documentation provides information that will provide a more indepth understanding of the features and functions of Meth.D.A as well as a number of other details including tips and tricks to get the most value from Meth.D.A.

2 Meth.D.A User Guide 2 2 Getting Started 2.1 Overview The Meth.D.A User Interface (Section 2.2) Learn about the key elements of the Meth.D.A user interface Key Concepts (Section 2.3) Learn about the key entities in Meth.D.A and how they relate to each other. Dispense Process Overview (Section 2.4) Learn about the dispensing process and how is is dependant on the data you need to enter. 2.2 The Meth.D.A User Interface The following diagram shows the main elements of the Meth.D.A user interface: Menu Bar The Menu Bar contains the following items:

3 Meth.D.A User Guide 3 Patient - patient related functions Manage - general management functions such as managing lists of Pharmacists, Doctors and Medications Tools - functions relating to the operation of the application such as Database Backup and Options Reports - view reports Toolbar Content Window Docking Windows The toolbar contains buttons that will change depending on which Menu item you have selected. The content window will change depending on which toolbar button you have selected. The docking windows can be moved, shown and hidden as required. The following docking windows are avaialable: Still To Attend Today - displays a list of Patients still expected to attend today Attended Today - displays a list of Patients who have been supplied a dose today Alerts - displays general alerts The Patient File One of the main Content Windows is known as the Patient File as shown in the following diagram:

4 Meth.D.A User Guide 4 The Patient File incorporates a number of Tabs: Personal Details - for Patient details such as name and address. You can also set the Patient photo and Patient Signature from here Notes - access Patient notes Scripts - access Patient scripts Dispense - dispense Patient dose Account - manage the Patient accounts (payments) The Patient File window will reflect the details for the currently selected Patient - refer to Select Patient (Section 5.2) for more information about selecting a Patient. 2.3 Key Concepts Meth.D.A defines the following key entities: Patient Doctor Script Dose Pharmacist

5 Meth.D.A User Guide 5 The following diagram illustrates how these entities llisted above relate to each other: From the diagram above we can see that: The Pharmacist dispenses the dose to the Patient This means a Pharmacist must be added to Meth.D.A before they can dispense a dose - refer to Pharmacist Overview (Section 3) for more information Refer to Dispensing Overview (Section 5.6) for more information about how a Pharmacist dispenses a dose A Dose cannot be suplied unless there is a valid Script Refer to Add New Script (Section 5.5.1) for more information about how to add a Script to

6 Meth.D.A User Guide 6 Meth.D.A A Script cannot be entered unless: the prescribing Doctor has been added to Meth.D.A - refer to Doctor Overview (Section 4) for more information about how to add a Doctor to Meth.D.A the Pateint has been added to Meth.D.A - refer to Add New Patient (Section 5.1) for more information about how to add a Patient to Meth.D.A 2.4 Dispense Process Overview The most common activity you will perform with Meth.D.A is dispensing a dose to a patient. If all the data that is required has been previously entered, then the dispense process is relatively simple and straight forward. A dose can be supplied if the following data has been entered: Patient Doctor Script Pharmacist Refer to Key Concepts (Section 2.3) for more information about these entities and how they relate to each other. However, if all the required data has not been entered then you will need to add the information before you can supply the dose to the patient. The following diagram is designed to help you visualize these concepts by illustrating a typical dispensing process:

7 Meth.D.A User Guide 7 1. Press F10 to start the dispensing process - refer to Dispensing Todays Dose (Section 5.6.1) for more information. 2. If the patient name is in the list then select the patient name from the list If the patient name is not in the list, then you will need to cancel and add the patient before trying again - refer to Add New Patient (Section 5.1) for more information. 3. If the dose information is displayed then supply the dose as displayed If the dose information is not displayed, then you will need to add a Script - refer to Add New Script (Section 5.5.1) for more information 4. The pharmacist selects their name from the list on the Dispense screen and enters their password If the pharmacist's name is not in the list, then you will need to cancel and add the pharmacist details - refer to Add New Pharmacist (Section 3.1) for more information 5. Press OK on the Dispense screen to save the dose information

8 Meth.D.A User Guide 8 Users will refine the above process to match the way they work as they become more familiar with Meth.D.A. New users should find this a useful introduction to the dispensing process with Meth.D.A.

9 Meth.D.A User Guide 9 3 Pharmacist Overview A pharmacist details must be added to Meth.D.A before that pharmacist can use the system. The pharmacist must use their details (username and password) to complete certain transactions (such as supplying a dose to a patient). 3.1 Add New Pharmacist The following describes how to add a new pharmacist to the system: 1. Select the Manage menu 2. Press the Pharmacists toolbar button 3. Press the button 4. Select the New Pharmacist menu item 5. The Manager's Password (Section 8.4.2) dialog box is displayed 6. Enter the pharmacist details as described below 7. Press the OK button You should check to see if the Pharmacist already exists before adding a new pharmacist otherwise you risk creating a duplicate entry Pharmacist Dialog Box First Name Surname Registration Number The pharmacists first name The pharmacists surname The pharmacists registration number

10 Meth.D.A User Guide 10 Set Password New Password Confirm New Password Enabled Check this button to set the pharmacists password. If this button is not checked, then the pharmacists password is not set. The pharmacists new password The pharmacists new password If checked, the Pharmacist in enabled and can add entries into the system. When a Pharmacist is no longer working at the Pharmacy, it is a good idea to un-check Enabled. OK Cancel Press the OK button to save changes Press the Cancel button to cancel changes 3.2 Edit a Pharmacist The following describes how to edit a Pharmacists details: 1. Select the Manage menu 2. Press the Pharmacists toolbar button 3. Select the pharmacist name from the list (point and click on the pharmacist name in the list) 4. Press the button 5. Select the Edit Selected menu item 6. The Manager's Password (Section 8.4.2) dialog box is displayed 7. Edit details as required 8. Press the OK button You can also simply point and "double-click" on the Pharmacist name in the list to edit the details

11 Meth.D.A User Guide 11 4 Doctor Overview Doctors must be added to the system so that Scripts can be created. Each script entered must specify the details of the Doctor that has prescribed the medication. 4.1 Add New Doctor The following descrobes how to add a new Doctor to the system: 1. Select the Manage menu 2. Press the Doctors toolbar button 3. Press the button. 4. Enter the Doctors details as described below 5. Press the OK button to save the changes You should check to see if the Doctor already exists before adding a new doctor otherwise you risk creating a duplicate entry Doctor Dialog Box First Name Surname Surgery/Clinic Name Address The doctors first name The doctors surname The name of the Surgery/Clinic The Surgery/Clinic address

12 Meth.D.A User Guide 12 Phone Fax Prescriber Number OK Cancel The doctors phone number The doctors fax number The doctors prescriber number Press the OK button to save the changes Press the Cancel button to close without saving changes 4.2 Edit Doctor The following describes how to edit a Doctors details: 1. Select the Manage menu 2. Press the Doctors toolbar button 3. Select the doctor name from the list (point and click on the doctor name in the list) 4. Press the button 5. Edit details as required 6. Press the OK button to save changes

13 Meth.D.A User Guide 13 5 Patient Overview 5.1 Add New Patient The following describes how to add a new Patient: 1. Select the Patient menu 2. Press the Add New toolbar button 3. Enter the patient details as described below 4. Press the OK button to save the changes You should check to see if the Patient already exists before adding a new patient otherwise you risk creating a duplicate entry. Remember that the patient may have been disabled, so be sure to check enabled and disabled patients from the Select Patient dialog box! Patient Personal Details Dialog Box Patient Enabled If checked, the Patient is enabled. If un-checked, the Patient is disabled (you would typically disable a Patient if

14 Meth.D.A User Guide 14 they leave your program - you can always re-enable the Patient if they return) First Name Surname Date of Birth Gender Address Phone Number Phone Number 2 Customer ID Group The Patient's first name The Patient's surname The Patient's date of birth The Patient's gender The Patient's address The Patient's phone number The Patient's phone number This can be used to specify your own id for this customer if you have assigned an id external to Meth.D.A - you can configure the Patient Select dialog box to use this value to select on. In most cases, this would be left blank. You can optionally specify a Patient "group". This allows you to tag certain patients as belonging to a "group" which can be used as a filter for certain reports. For example, you may have a number of patients that have payments arranged through CentreLink. In this case you may choose to specify a "group" called CENTRELINK for each such patient. When you run the Payments Owing report you can filter on the group CENTRELINK so that you know which payments are owed from the CentreLink patients. OK Cancel Press the OK button to save the changes Press the Cancel button to close without saving changes 5.2 Select Patient The Select Patient Dialog Box

15 Meth.D.A User Guide 15 Select by Choose how to select Patient's: Name - select the Patient by their name Customer ID - select the Patient by their Customer ID (refer to Add New Patient (Section 5.1) for more information about the Customer ID) Name Show Enabled Patients Only Photo OK Cancel The list of Pateint names. You can select a Patient by typing a few characters of the Patients surname (and then the up/down arrow keys if required). Alternatively, point and click with the mouse on the Patient's name. If checked, only Patient's that are currently enabled will be shown in the list. If un-checked, then all Patients (enabled and disabled) Patients will be shown in the list. Please refer to Add New Patient (Section 5.1) for more information about how to enable or disable a Patient. If the selected Patient has a photo then it is displayed here. Refer to Patient Photo (Section 5.3.2) for more information about setting a Patient photo. Press the OK button to select the Patient Press the Cancel button to close the window without selecting a Patient 5.3 Personal Details

16 Meth.D.A User Guide Edit Patient Personal Details The following describes how to edit a Patient's personal details: 1. Press the F4 short-cut key to display the Patient Select Dialog Box or press the Select toolbar button on the Patients Menu 2. Select the patient name from the list - refer to Select Patient (Section 5.2) for more information 3. Select the Personal Details tab on the Patient File window 4. Press the button 5. Enter the details as required 6. Press the OK button save the changes Patient Photo The following describes how to attach a photo to a Patient file: 1. Press the F4 short-cut key to display the Patient Select Dialog Box or press the Select toolbar button on the Patients Tab 2. Select the patient name from the list - refer to Select Patient (Section 5.2) for more information 3. Select the Personal Details tab on the Patient File window 4. Press the button 5. Enter the details as required - see below for more information 6. Press the OK button save the changes Take photos in portrait mode for best results The Patient Photo Dialog Box

17 Meth.D.A User Guide 17 Open Clear Rotate Export Acquire OK Cancel Press the Open button to select a picture file stored on your computer. Press the Clear button to remove the picture from the Patient's file Press the Rotate button to rotate the image Press the Export button to save the Patient's photo to disk. Press the Acquire button to download a picture from your digital camera. The camera must be connected to your computer and the appropriate WIA drivers installed. Note: The Acquire button is for Windows XP only. For Windows Vista and Windows 7, the Open button can be used to locate a photo directly from a connected digitial camera as the camera storage will show up as a disk drive on the computer. Press the OK button to save the changes. Press the Cancel button to close the window without saving the changes Patient Signature 5.4 Notes Add Patient Note The following describes how to add a Patient Note: 1. Press the F4 short-cut key to display the Patient Select Dialog Box or press the Select toolbar button on the Patients Tab 2. Select the patient name from the list - refer to Select Patient (Section 5.2) for more information 3. Select the Notes tab on the Patient File window 4. Press the button 5. Enter the note details as described below 6. Press the OK button to save the note Patient Note Dialog Box

18 Meth.D.A User Guide 18 Date Note Alert OK Cancel The date the note was written (this is auto populated with the current system date/time) Enter the note here. If checked, then this note is automatically displayed as a pop-up window whenever a dose is supplied to this Patient. Press the OK button to save the changes Press the Cancel button to close the window without saving the changes Edit Patient Note The following describes how to edit a Patient Note: 1. Press the F4 short-cut key to display the Patient Select Dialog Box or press the Select toolbar button on the Patients Tab 2. Select the patient name from the list - refer to Select Patient (Section 5.2) for more information 3. Select the Notes tab on the Patient File window 4. Select the note that you want to edit by "pointing and clicking" on it 5. Press the button 6. Enter the note details as required 7. Press the OK button to save the changes Delete Patient Note The following describes how to delete a Patient Note:

19 Meth.D.A User Guide Press the F4 short-cut key to display the Patient Select Dialog Box or press the Select toolbar button on the Patients Tab 2. Select the patient name from the list - refer to Select Patient (Section 5.2) for more information 3. Select the Notes tab on the Patient File window 4. Select the note that you want to delete by "pointing and clicking" on it 5. Press the button 6. Press the Yes button to confirm that you want to delete the note 5.5 Scripts Add New Script The following describes how to add a new Script for a Patient: 1. Press the F4 short-cut key to display the Patient Select Dialog Box or press the Select toolbar button on the Patients Tab 2. Select the patient name from the list - refer to Select Patient (Section 5.2) for more information 3. Select the Scripts tab on the Patient File window 4. Press the button 5. Select the type of script you want to create from the "New Script" menu 6. Enter the script details as described below 7. Press the OK button to save the changes The following Scripts can be created: Methadone Script (Section 5.5.5) for Methadone (Syrup) and Methadone (BIODONE) Subutex Script (Section 5.5.6) for Subutex tablets Suboxone Script (Section 5.5.7) for Subxone tablets and Suboxone FILM Supplemental Script (Section 5.5.8) for supplemental medications Edit Script The following describes how to edit an existing Script: 1. Press the F4 short-cut key to display the Patient Select Dialog Box or press the Select toolbar button on the Patients Tab 2. Select the patient name from the list - refer to Select Patient (Section 5.2) for more information 3. Select the Scripts tab on the Patient File window 4. Select the Script that you want to edit by "pointing and clicking" on it 5. Press the button 6. Enter the Script details as required 7. Press the OK button to save the changes

20 Meth.D.A User Guide Expire Script Why Expire a Script? There are a few common scenarios where you may want to Expire a Script: 1. The Patient has left your program 2. The Patient is on extended leave and won't be returning until after the current script is due to expire 3. The Patient has moved to a different medication and so the current script is no longer required, for example, the Patient moved from Methadone to Suboxone so you will want to Expire the current Methadone script so it does not show up anymore Do NOT Expire a Script if you are adding a new Script for the SAME medication because Meth.D.A will automatically expire the current script for you. This is because there can only be one active script for a given medication and Patient. The following describes how to Expire a Script: 1. Press the F4 short-cut key to display the Patient Select Dialog Box or press the Select toolbar button on the Patients Tab 2. Select the patient name from the list - refer to Select Patient (Section 5.2) for more information 3. Select the Scripts tab on the Patient File window 4. Select the Script that you want to Expire by "pointing and clicking" on it 5. Press the button 6. Select the Expire Selected Script menu item 7. Press the Yes button to confirm that you want to Expire the Script Delete Script Why delete a Script? The primary reason for deleting a Script is becuase the script was added in error (e.g. the Patient presented a Methadone script but you accidently added a Suboxone script). You cannot delete a Script if you have dispensed any medication againsit it - in this case you may want to Expire Script (Section 5.5.3) The following describes how to Delete a Script: 1. Press the F4 short-cut key to display the Patient Select Dialog Box or press the Select toolbar button on the Patients Tab 2. Select the patient name from the list - refer to Select Patient (Section 5.2) for more

21 Meth.D.A User Guide 21 information 3. Select the Scripts tab on the Patient File window 4. Select the Script that you want to Delete by "pointing and clicking" on it 5. Press the button 6. Select the Delete Selected Script menu item 7. Press the Yes button to confirm that you want to Delete the Script Methadone Script The Methadone Script Dialog Box The following sections describe the Methadone Script dialog box. Refer to Add New Script (Section 5.5.1) for information about how to display the Methadone Script dialog box. General Tab Patient Name Script Date The Patient's name - this is auto-populated by Meth.D.A Enter the date the script was written

22 Meth.D.A User Guide 22 Prescribing Doctor First dose to be supplied Last dose to be supplied Initial Dose Edit Dose Schedule Special Instructions OK Cancel Select the doctor from the list. If the doctor is not in the list then you will need to cancel and add (Section 4.1) a new Doctor Enter the date that the first dose from this script will be supplied. If the last dose supplied on the current script was before today (or this is a new Patient), then you would set this to todays date (which is selected by default). Otherwise, set this to the day after the last dose already supplied. For example, if today was the 3rd of June, and I had already supplied todays dose plus a takeaway for the 4th of June, then I would set this value to be 5th of June. Enter the date that the last dose can be supplied for this script. Enter the initial dose as prescribed by the doctor Press Edit Dose Schedule to manage things like dose reductions. This is not needed if the dose remains constant for the life of the script. Refer to Edit Dose Schedule (Section 5.5.9) for more information. Enter any special instructions either provded by the Doctor or needed internally. This information is displayed on the Dispense (Section 5.6.3) screen. Press th OK button to save the changes Press the Cancel button to close the window without saving any changes Takeaway Tab

23 Meth.D.A User Guide 23 No takeaways permitted Takeaways permitted on these days only Takeaways permitted (number per week) Extra number of takeaways permitted each month Takeaways pemiteed on Public Holidays Maximum Consecutive Select this if the Patient is not authotised for any takeaways Select this option if the Patient is only permitted to have a takeaway for specified days. Select the days for whcih the Patient is authorised. Select this option if the Patient is authorised for discretionary takeaways. Enter the number of takeaways permitted per week. Sometimes in addition to the authorised takeaways, a Patient may be permitted to a designated number of "extra" takeaways per month. Enter the number of "extra" takeaways permitted oer month. If checked then the Patient is authorised for takeaways on Public holidays in addition to any takeaways authorised above. If checked then specify the number of consecutive takeaways that can be supplied at a time. Scan Script Tab

24 Meth.D.A User Guide 24 Open Clear Rotate Export Acquire View Press the Open button to select an image file of a scanned script. You would use this option if you have already scanned the script and save the image to disk. Press the Clear button to clear the current scanned script image. Press the Rotate button to rotate the image by 90 degress. Press the Export button to save the script image to disk. Press the Acquire button scan and save a script image using a flatbed scanner. This option is only available for Windows XP and requires the appropriate WIA drivers to be installed. Press the View button to view the script image in a larger window Subutex Script The Subutex Script Dialog Box The following sections describe the Subutex Script dialog box. Refer to Add New Script (Section 5.5.1) for information about how to display the Subutex Script dialog box.

25 Meth.D.A User Guide 25 General Tab Patient Name Script Date Prescribing Doctor First dose to be supplied Last dose to be supplied Initial Dose Tablet Crushing The Patient's name - this is auto-populated by Meth.D.A Enter the date the script was written Select the doctor from the list. If the doctor is not in the list then you will need to cancel and add (Section 4.1) a new Doctor Enter the date that the first dose from this script will be supplied. If the last dose supplied on the current script was before today (or this is a new Patient), then you would set this to todays date (which is selected by default). Otherwise, set this to the day after the last dose already supplied. For example, if today was the 3rd of June, and I had already supplied todays dose plus a takeaway for the 4th of June, then I would set this value to be 5th of June. Enter the date that the last dose can be supplied for this script. Enter the initial dose as prescribed by the doctor Select if tablets should be crushed before supplying the dose to the Patient.

26 Meth.D.A User Guide 26 Edit Dose Schedule Special Instructions OK Cancel Press Edit Dose Schedule to manage things like dose reductions, alternate day dosing, etc. This is not needed if the dose remains constant for the life of the script. Refer to Edit Dose Schedule (Section 5.5.9) for more information. Enter any special instructions either provded by the Doctor or needed internally. This information is displayed on the Dispense (Section 5.6.4) screen. Press th OK button to save the changes Press the Cancel button to close the window without saving any changes Advanced Tab Patient can elect dose within the following range Min (mg) If checked, the Patient is permitted to elect their dose (within the specified range). When dosing the Patient, if you change the given amount from the default to a different value within the specified range, then Meth.D.A will not prompt you to confirm that the prescribed and given amounts are different. Enter the minimum dose that the Patient may elect to have

27 Meth.D.A User Guide 27 Max (mg) Patient can elect to be supplied a 2-day dose 2-day dose amount (mg) Patient can elect to be supplied a 3-day dose 3-day dose amount (mg) Enter the maximum dose that the Patient may elect to have If checked, the Patient may elect to have a 2-day dose. When a 2-day dose is supplied, then the Patient is not supplied a dose the next day. Enter the amount to be given to the Patient if they elect to have a 2-day dose. If checked, the Patient may elect to have a 3-day dose. When a 3-day dose is supplied, then the Patient is not supplied a dose for the next two days. Enter the amount to be given to the Patient if they elect to have a 3-day dose. Takeaway Tab No takeaways permitted Takeaways permitted on these days only Select this if the Patient is not authotised for any takeaways Select this option if the Patient is only permitted to have a takeaway for specified days. Select the days for whcih the Patient is authorised.

28 Meth.D.A User Guide 28 Takeaways permitted (number per week) Extra number of takeaways permitted each month Takeaways pemiteed on Public Holidays Maximum Consecutive Select this option if the Patient is authorised for discretionary takeaways. Enter the number of takeaways permitted per week. Sometimes in addition to the authorised takeaways, a Patient may be permitted to a designated number of "extra" takeaways per month. Enter the number of "extra" takeaways permitted oer month. If checked then the Patient is authorised for takeaways on Public holidays in addition to any takeaways authorised above. If checked then specify the number of consecutive takeaways that can be supplied at a time. Scan Script Tab Open Clear Press the Open button to select an image file of a scanned script. You would use this option if you have already scanned the script and save the image to disk. Press the Clear button to clear the current scanned script image.

29 Meth.D.A User Guide 29 Rotate Export Acquire View Press the Rotate button to rotate the image by 90 degress. Press the Export button to save the script image to disk. Press the Acquire button scan and save a script image using a flatbed scanner. This option is only available for Windows XP and requires the appropriate WIA drivers to be installed. Press the View button to view the script image in a larger window Suboxone Script The Suboxone Script Dialog Box The following sections describe the Suboxone Script dialog box. Refer to Add New Script (Section 5.5.1) for information about how to display the Suboxone Script dialog box. General Tab Patient Name The Patient's name - this is auto-populated by Meth.D.A

30 Meth.D.A User Guide 30 Script Date Prescribing Doctor First dose to be supplied Last dose to be supplied Initial Dose Tablet Crushing Edit Dose Schedule Special Instructions OK Cancel Enter the date the script was written by the doctor Select the doctor from the list. If the doctor is not in the list then you will need to cancel and add (Section 4.1) a new Doctor Enter the date that the first dose from this script will be supplied. If the last dose supplied on the current script was before today (or this is a new Patient), then you would usually set this to todays date (which is selected by default). Otherwise, set this to the day after the last dose already supplied. For example, if today was the 3rd of June, and I had already supplied todays dose plus a takeaway for the 4th of June, then I would set this value to be 5th of June. Enter the date that the last dose can be supplied for this script. Enter the initial dose as prescribed by the doctor Select if tablets should be crushed before supplying the dose to the Patient. Note: This is for Suboxone tablets only Press Edit Dose Schedule to manage things like dose reductions, alternate day dosing, etc. This is not needed if the dose remains constant for the life of the script. Refer to Edit Dose Schedule (Section 5.5.9) for more information. Enter any special instructions either provded by the Doctor or needed internally. This information is displayed on the Dispense (Section 5.6.5) screen. Press th OK button to save the changes Press the Cancel button to close the window without saving any changes Advanced Tab

31 Meth.D.A User Guide 31 Patient can elect dose within the following range Min (mg) Max (mg) Patient can elect to be supplied a 2-day dose 2-day dose amount (mg) Patient can elect to be supplied a 3-day dose 3-day dose amount (mg) If checked, the Patient is permitted to elect their dose (within the specified range). When dosing the Patient, if you change the given amount from the default to a different value within the specified range, then Meth.D.A will not prompt you to confirm that the prescribed and given amounts are different. Enter the minimum dose that the Patient may elect to have Enter the maximum dose that the Patient may elect to have If checked, the Patient may elect to have a 2-day dose. When a 2-day dose is supplied, then the Patient is not supplied a dose the next day. Enter the amount to be given to the Patient if they elect to have a 2-day dose. If checked, the Patient may elect to have a 3-day dose. When a 3-day dose is supplied, then the Patient is not supplied a dose for the next two days. Enter the amount to be given to the Patient if they elect to have a 3-day dose.

32 Meth.D.A User Guide 32 Takeaway Tab No takeaways permitted Takeaways permitted on these days only Takeaways permitted (number per week) Extra number of takeaways permitted each month Takeaways pemiteed on Public Holidays Maximum Consecutive Select this if the Patient is not authotised for any takeaways Select this option if the Patient is only permitted to have a takeaway for specified days. Select the days for whcih the Patient is authorised. Select this option if the Patient is authorised for discretionary takeaways. Enter the number of takeaways permitted per week. Sometimes in addition to the authorised takeaways, a Patient may be permitted to a designated number of "extra" takeaways per month. Enter the number of "extra" takeaways permitted oer month. If checked then the Patient is authorised for takeaways on Public holidays in addition to any takeaways authorised above. If checked then specify the number of consecutive takeaways that can be supplied at a time.

33 Meth.D.A User Guide 33 Scan Script Tab Open Clear Rotate Export Acquire View Press the Open button to select an image file of a scanned script. You would use this option if you have already scanned the script and save the image to disk. Press the Clear button to clear the current scanned script image. Press the Rotate button to rotate the image by 90 degress. Press the Export button to save the script image to disk. Press the Acquire button scan and save a script image using a flatbed scanner. This option is only available for Windows XP and requires the appropriate WIA drivers to be installed. Press the View button to view the script image in a larger window Supplemental Script The Supplemental Script Dialog Box

34 Meth.D.A User Guide 34 The following sections describe the Supplemental Script dialog box. Refer to Add New Script (Section 5.5.1) for information about how to display the Supplemental Script dialog box. Patient Name Script Date Prescribing Doctor Add Medication Edit Medication Special Instructions OK Cancel The Patient's name - this is auto-populated by Meth.D.A Enter the date the script was written by the doctor Select the doctor from the list. If the doctor is not in the list then you will need to cancel and add (Section 4.1) a new Doctor Press the Add Meditcaion button to add a supplemental medication to the list - see Edit Supplemental Medication Dialog Box below for more information. Press the Edit Medication to edit the selected medication Note: To select a medication, point-and-click on the medication in the list. Enter any special instructions either provded by the Doctor or needed internally. This information is displayed on the Dispense (Section 5.6.7) screen. Press th OK button to save the changes Press the Cancel button to close the window without saving any changes

35 Meth.D.A User Guide 35 Edit Supplementatl Medication Dialog Box Medication Select the medication from the list. If the Medication is not in the list, then you may need to add the Medication to the Medication list - see Add New Medication (Section 7.1) for more information. Total Quantity to Supply Daily Dose times per day Supply dose daily Enter the total number of tablets to be supplied. Enter the number of tablets to be provided per dose Enter the number of doses to be supplied per day Select this option if total daily supply is provided each day (e.g. the Patient presents once per day to pick up the medication). The total daily supply is equal to Daily Dose x times per day. For example, if a Patient is prescribed 1 tablet 2 times per day, then this option would

36 Meth.D.A User Guide 36 imply that the patient is supplied 2 tablets each day. Supply X days at a time Select this option of the Patient is permitted to pick up more than one day's tablets per visit (this is like a takeaway where the Patient may not present every day). For example, if this value is set to 2 and the Patient has been prescribed 1 tablet 2 times per day, then the Patient will be permitted to pick up a total of 4 tablets to cover 2 days total dose. Supply on these days Select this option for customised supply schedule. For each day, you can specify which day the dose can be supplied. For example, if the Patient was to present only 3 times per week (e.g. Mon, Wed, Fri), you may set the following: Sundays dose to be supplied on Fri Mondays dose to be supplied on Mon Tuesdays dose to be supplied on Mon Wednesday dose to be supplied on Wed Thursdays dose to be supplied on Wed Fridays dose to be supplied on Fri Saturdays dose to be supplied on Fri OK Cancel Press the OK button to save the chanegs Press the Cancel button to close with window without saving any changes Edit Dose Schedule If the Doctor prescribes a constant daily dose for the life of a Script, then it is generally not necessary to use the Edit Dose Schedule function. The Edit Dose Schedule function allows you to customize the dose to be provided including the ability to: Predefine dose variations (reductions, increases, etc) Predefine dosing days, e.g. only dose Mon, Wed and Fri Specify Split Dose (Methadone only) The Edit Dose Schedule Dialog Box

37 Meth.D.A User Guide 37 Dose List Vary Dose Amount The dose list shows all the doses to be supplied and the amount (quantity) of the dose. "no dose" means the Patient should not receive a dose on that day. Press the Vary Dose Amount button to specify dose variations. You should select the first dose in the Dose List that will be "varied" before pressing this button. For example, using the abiove image as an example, if the first dose variation is to occur on Monday 14th, then you would select this dose (point and click) and then press the button. Refer to Vary Dose Amount (Section ) for more information. Set Alternate Days Press the Set Alternate Days button to specify alternate days to supply a dose. You should select the first dose in the Dose List that will be the start of the sequence before pressing this button. Refer to Alternate Dose (Section ) for more information. Split Dose Press the Split Dose button to specify split dose (Methadone ONLY). You should select the first dose in the Dose List that will be the start of the sequence before pressing this button. Refer to Split Dose (Section ) for more information. Show changes only If checked, only doses that have changed from the previous dose will be displayed. This is particularly useful for quickly identifying the days a dose will be

38 Meth.D.A User Guide 38 varied, e.g. reduced. Print Schedule OK Cancel Press the Print Schedule to print the dose schedule. Press th OK button to save the changes Press the Cancel button to close the window without saving any changes Vary Dose Amount The Vary Dose Amount function allows you to specify variatoins in the prescribed dose. The Vary Dose Amount function is very flexible including the ability to: Specify regular dose reductions Specify regular dose invreases Hold the dose at a specified level The Vary Dose Dialog Box Variation Starts Type of Variation The variation starts on the date specified. This date will be based on the date of the dose that was selected in the Edit Dose Schedule (Section 5.5.9) dose list when the Vary Dose Amount button was pressed. Select the type of variation as follows: Regular Reductions - the dose is to be reduced Regular Increases - the dose is to be increased Hold Dose Steady - hold the dose at the specified amount Amount to... The amount to reduce, increase or hold (depends on the Type of

39 Meth.D.A User Guide 39 Variation selected). Variation to occur every Select the frequency of the variation - in other words, how often the dose is varied - examples include: Day - the dose is varied every day 2nd Day - the dose is varied every 2nd day Week - the dose is varied once per week 2 Weeks - the dose is varied every 2nd week etc This option is not applicable when the Type of Variation is Hold Dose Steady. Duration Select how long the sequence should occur - examples include: 1 Day - the sequence runs for 1 day 2 Day - the sequence runs for 2 days 1 Week - the sequence runs for 1 week 2 Weeks - the sequence runs for 2 weeks Until script expires - the sequence runs until the last dose of the script etc OK Cancel Press th OK button to save the changes Press the Cancel button to close the window without saving any changes Alternate Dose The Alternate Dose function allows you to specify the days to supply a dose to a Patient. This function is useful when it is known in advance that a Patient should only attend on specific days (other than daily), for example: The Patient will attend on specific days of the week, e.g. Mon, Wed and Fri The Patient will attend every 2nd day The Alternate Dose Dialog Box

40 Meth.D.A User Guide 40 Starting Supply Dose On These Days The variation starts on the date specified. This date will be based on the date of the dose that was selected in the Edit Dose Schedule (Section 5.5.9) dose list when the Set Alternate Days button was pressed. Select this option to supply on specified days of the week. Check the days that a dose is to be supplied. Any un-checked days are considered "no-dose". Enter the amount next to each day - this allows you to change the dose for different days if required. Note that Day 1 is based on the Starting date. For example, if the Starting date is a Tuesday (as in the above diagram), then Day 1 is a Tuesday, and Day 2 is Wednesday and Day 7 is Monday. Supply Dose Every X Day Select this option to supply every Xth day, for example, when you need to supply a dose every 2nd day. Specify X which is the number of days. Specify the amount to supply. Duration Select how long the sequence should occur - examples include: 1 Day - the sequence runs for 1 day

41 Meth.D.A User Guide 41 2 Day - the sequence runs for 2 days 1 Week - the sequence runs for 1 week 2 Weeks - the sequence runs for 2 weeks Until script expires - the sequence runs until the last dose of the script etc OK Cancel Press th OK button to save the changes Press the Cancel button to close the window without saving any changes Split Dose The Split Dose function allows you to specify split dose to be supplied to the patient. A "split dose" is a dose that is provided in 2 parts. For example, the Doctor might want the patient to have a 10mg dose each day, with 5mg to be supplied in the morning, and 5mg in the afternoon. The following rules apply to Split Dose: You cannot supply split dose 2 until you have supplied split dose 1 You can only supply dose 2 on the same day as you supply dose 1 You cannot un-supply split dose 1 if split dose 2 has been supplied (you will need to un-supply split dose 2 if you want to un-supply split dose 1) Charge for split dose 2 is $0.00 If dose 1 is supplied as a T/A then there is no split dose If dose 2 is a T/A then this does not contribute to the weekly T/A count At this time, Split Dose is only available for Methadone and Biodone The Edit Split Dose Dialog Box

42 Meth.D.A User Guide 42 Start Date Split Type The first day to start the Split Dose schedule This date will be set to the date of the dose that was selected in the Edit Dose Schedule (Section 5.5.9) dose list when the Split Dose button was pressed. Select the type of split as follows: None - not a split dose Dose 1 instore, Dose 2 instore - both split 1 and split 2 dose are to be supplied in-store Dose 1 instore, Dose 2 t/a - split dose 1 is supplied in-store, and split 2 dose to be supplied as a t/a Dose 1 (mg) The amount for the first dose (referred to as Split Dose 1) Dose 2 (mg) The amount for the second dose (referred to as Split Dose 2) This amount is automatically calculated Total (mg) The total amount to be supplied. This is calculated as Dose 1 + Dose 2 Duration Select how long the sequence should occur - examples include: 1 Day - the sequence runs for 1 day 2 Day - the sequence runs for 2 days 1 Week - the sequence runs for 1 week 2 Weeks - the sequence runs for 2 weeks Until script expires - the sequence runs until the last dose of the script etc OK Cancel Press th OK button to save the changes Press the Cancel button to close the window without saving any changes 5.6 Dispensing Overview Dispensing Todays Dose Dispensing "today's" dose refers to supplying a patient with the dose which is usually taken on the day "in-store". There are a number of ways to dispense "today's dose" for a patient, but the recommended process is as follows: 1. Press the F10 short-cut key 2. Select the patient name from the list - refer to Select Patient (Section 5.2)

43 Meth.D.A User Guide The Dispense dialog box is shown Meth.D.A will automatically display the correct Dispense dialog box depending on the current Script: Dispense Methadone (Section 5.6.3) Dispense Subutex (Section 5.6.4) Dispense Suboxone (Section 5.6.5) Supplemental Medications If there are any Supplemental Medications listed in the Medication list on the Dispense tab of the Patient File window, then simply point and double-click on the item in the list to display the Dispense Supplemental Medication (Section 5.6.7) dialog box Dispensing a Takeaway Dose A "takeaway dose" is medication supplied today for a dose that is to be taken on another day in the future. There are a couple of recommended ways to dispense a "takeaway" dose as described below. Option 1 - Dispense Today's Dose together with Takeaway Dose Press the F11 short-cut key Select the patient name from the list - refer to Select Patient (Section 5.2) for more information Today's dose is displayed - dispense as normal After dispensing today's dose, the Dispense Takeaway dialog box is automatically displayed - refer below for more information Dispense the takeaway doses Option 2 - Dispense Takeaway Dose link Press the F4 short-cut key Select the patient name from the list - refer to Select Patient (Section 5.2) for more information Select the Dispense tab on the Patient File window Click on the Dispense Takeaway Dose link The Dispense Takeaway dialog box is automatically displayed - refer below for more information Dispense the takeaway doses The following shows the Dispense Takeaway Dose link circled in red:

44 Meth.D.A User Guide 44 The Dispense Takeaway Dialog Box Patient Name Medication First Takeaway Dose to be Taken Number of Takeaway;s to Dispense Print Takeaway The Patient's name - this is auto-populated by Meth.D.A The Medication to be dispensed Select the date of the first takeaway dose. Meth.D.A defaults this to be the date of the first non-zero dose starting from "tomorrow". Enter the number of takeaway doses you want to dispense If checked, then the Takeaway labels will be automatically printed

45 Meth.D.A User Guide 45 Label OK Cancel Press the OK button to dispense the Takeaway doses Press the Cancel button to cancel this action Dispense Methadone The Dispense Methadone (and Methadone BIODONE) Dialog Box Patient Name To Be Taken The Patient's name - this is auto-populated by Meth.D.A The date this dose should be taken by the Patient - this is auto-populated by Meth.D.A Special Instructions Any special instructions - this is auto-populated by Meth.D.A with the details specified when the Script was created - refer to Methadone Script (Section 5.5.5) for more information.

46 Meth.D.A User Guide 46 Prescribed Amount Supplied Amount Dose supplied as takeaway The dose quantity (in ml and mg) as prescribed by the doctor - this is auto-populated by Meth.D.A from the details specified when the Script was created - refer to Methadone Script (Section 5.5.5) for more information. The quantity actually supplied to the Patient. By default this is set to the same as the Prescribed Amount, but you can change this if required. This should be checked if supplying the dose as a takeaway dose (not applicable if supplying today's dose). NOT authorized - this means that according to the current Script information, the Patient is not permitted to receive the dose as a takeaway dose - although you can override this if you need to authorized - this means that according to the current Script information, the Patient is permitted to take this dose as a takeaway Print Label Dose Note View Rx Current Balance Next Charge Dose Charge Use Prepaid Payment Received Print Receipt Recent Attendance Dispensed By Password Print the Takeaway Label for this dose. You can enter a note relating to this dose - this note will always be disaplyed with this dose. This note is also stored under Patient Notes. Displays the Methadone Script (Section 5.5.5) associated with this dose. The Script is read-only and cannot be changed from here. The Patient's current Account balance The amount (e.g. $5) and timing (e.g. TODAY) of the next charge to the Patient's account The amont the Patient will be charged for this dose. If the Patient has available Prepaids, then this option is available and selected by default. Enter the payment received from the Patient If checked, a receipt for the Payment Received amount will be printed A quick snapshot of the Patient's recent attendance Select your name from the list. If you name is not in the list, then you will need to press the Cancel button - refer to Add New Pharmacist (Section 3.1) Enter your password Remember that passwords are case-sensitive! OK Press the OK button to save the changes

47 Meth.D.A User Guide 47 Cancel Press the Cancel button to close the window without saving any changes Dispense Subutex The Dispense Subutex Dialog Box Patient Name To Be Taken The Patient's name - this is auto-populated by Meth.D.A The date this dose should be taken by the Patient - this is auto-populated by Meth.D.A Special Instructions Any special instructions - this is auto-populated by Meth.D.A with the details specified when the Script was created - refer to Subutex Script (Section 5.5.6) for more

48 Meth.D.A User Guide 48 information. Prescribed Amount Number of Tablets (0.4mg 2.0mg 8.0mg) Dose supplied as takeaway The total dose quantity (in mg) as prescribed by the doctor - this is auto-populated by Meth.D.A from the details specified when the Script was created - refer to Subutex Script (Section 5.5.6) for more information. The quantity of each tablet strength actually supplied to the Patient. Meth.D.A defaults these values based on the Prescribed Amount and according to the Tablet Selection option for Buprenorphine. You can specify.5 to represent half a tablet if you want. This should be checked if supplying the dose as a takeaway dose (not applicable if supplying today's dose). NOT authorized - this means that according to the current Script information, the Patient is not permitted to receive the dose as a takeaway dose - although you can override this if you need to authorized - this means that according to the current Script information, the Patient is permitted to take this dose as a takeaway Print Label Dose Note View Rx Current Balance Next Charge Dose Charge Use Prepaid Payment Received Print Receipt Recent Attendance Dispensed By Password Print the Takeaway Label for this dose. You can enter a note relating to this dose - this note will always be disaplyed with this dose. This note is also stored under Patient Notes. Displays the Subutex Script (Section 5.5.6) associated with this dose. The Script is read-only and cannot be changed from here. The Patient's current Account balance The amount (e.g. $5) and timing (e.g. TODAY) of the next charge to the Patient's account The amont the Patient will be charged for this dose. If the Patient has available Prepaids, then this option is available and selected by default. Enter the payment received from the Patient If checked, a receipt for the Payment Received amount will be printed A quick snapshot of the Patient's recent attendance Select your name from the list. If you name is not in the list, then you will need to press the Cancel button - refer to Add New Pharmacist (Section 3.1) Enter your password

49 Meth.D.A User Guide 49 Remember that passwords are case-sensitive! OK Cancel Press the OK button to save the changes Press the Cancel button to close the window without saving any changes Dispense Suboxone Dispense Suboxone (tablets and FILM) Dialog Box Patient Name To Be Taken The Patient's name - this is auto-populated by Meth.D.A The date this dose should be taken by the Patient - this is auto-populated by Meth.D.A

50 Meth.D.A User Guide 50 Special Instructions Any special instructions - this is auto-populated by Meth.D.A with the details specified when the Script was created - refer to Suboxone Script (Section 5.5.7) for more information. Prescribed Amount Number of Tablets (2.0mg 8.0mg) Dose supplied as takeaway The total dose quantity (in mg) as prescribed by the doctor - this is auto-populated by Meth.D.A from the details specified when the Script was created - refer to Suboxone Script (Section 5.5.7) for more information. The quantity of each tablet strength actually supplied to the Patient. Meth.D.A defaults these values based on the Prescribed Amount and according to the Tablet Selection option for Suboxone. You can specify.5 to represent half a tablet if you want (Suboxone tablets ONLY) This should be checked if supplying the dose as a takeaway dose (not applicable if supplying today's dose). NOT authorized - this means that according to the current Script information, the Patient is not permitted to receive the dose as a takeaway dose - although you can override this if you need to authorized - this means that according to the current Script information, the Patient is permitted to take this dose as a takeaway Print Label Dose Note View Rx Current Balance Next Charge Dose Charge Use Prepaid Payment Received Print Receipt Recent Attendance Dispensed By Print the Takeaway Label for this dose. You can enter a note relating to this dose - this note will always be disaplyed with this dose. This note is also stored under Patient Notes. Displays the Subutex Script (Section 5.5.6) associated with this dose. The Script is read-only and cannot be changed from here. The Patient's current Account balance The amount (e.g. $5) and timing (e.g. TODAY) of the next charge to the Patient's account The amont the Patient will be charged for this dose. If the Patient has available Prepaids, then this option is available and selected by default. Enter the payment received from the Patient If checked, a receipt for the Payment Received amount will be printed A quick snapshot of the Patient's recent attendance Select your name from the list. If you name is not in the list, then you will need to press the Cancel button - refer to Add New Pharmacist (Section 3.1)

51 Meth.D.A User Guide 51 Password Enter your password Remember that passwords are case-sensitive! OK Cancel Press the OK button to save the changes Press the Cancel button to close the window without saving any changes Dispense Additional Dose Sometimes it may be necessary to supply an additional dose to a Patient above and beyond the presribed dose. Typically this would be as a result of direct instructions from the Doctor. Supplying an Additional Dose involes two steps: 1. Create the Additional Dose 2. Dispense the Additional Dose Create the Additional Dose To create an Additional Dose: Press the F4 short-cut key Select the patient name from the list - refer to Select Patient (Section 5.2) for more information Select the Dispense tab on the Patient File window Click on the Additional Dose link as shown circled in red in the following image: The Additional Dose dialog box is displayed and allows you to specify the details of the Additional Dose - see the section below for more information Dispense the Addtional Dose After you have created the Additional Dose (per above), you will see the new Additional Dose displayed next to the original dose. To dispense the dose, select the Dispense This Dose link for the Additional Dose and dispense as normal:

52 Meth.D.A User Guide 52 When you create an Additional Dose a Patient Note is automaitcally created and will be visible on the Dispense Screen. When dispensing the dose, you should add information to this note as to the circumstances for the additional dose, for example, if instructions provided by the doctor then include these details in the note. The Additional Dose Dialog Box Patient Name Medication Dose Date Dose Amount Reason OK Cancel The Patient's name The medication to be supplied The date of the additional dose The amount of the additional dose Select a reason from the list Press the OK button to save changes Press the Cancel button to close the window without saving the changes

53 Meth.D.A User Guide Dispense Supplemental Medication Dispense Supplemental Medication Dialog Box Name Date The Patient's name The date of supply Special Instructions Any special instructions - this is auto-populated by Meth.D.A with the details specified when the Script was created - refer to Supplemental Script (Section 5.5.8) for more information. Medication Prescribed Total Quantity Supplied Balance The name of the Medication to supply The prescribed quantity (daily) The total quantity supplied The balance to be supplied prior to this supply

54 Meth.D.A User Guide 54 Before Balance After Dispensed By Password The balance to be suppluied after this supply Select your name from the list. If you name is not in the list, then you will need to press the Cancel button - refer to Add New Pharmacist (Section 3.1) Enter your password Remember that passwords are case-sensitive! Print Label OK Cancel Print labels Press the OK button to save the changes Press the Cancel button to close the window without saving any changes 5.7 Account Overview Account Summary Account Summary Details Balance ($) The Patient's current account balance ($) Prepaid Balance (#dose) Default Charge Rate Penalty The total number of any prepaid doses available for this Patient The default charge rate (for Methadone/Suboxone/Subutex) The rate charged when the patient owes money (for Methadone/Suboxone/Subutex)

55 Meth.D.A User Guide 55 Charge Rate Supplemental Charge Credit Limit ($) Min Payment per Visit ($) Charge Mode Set the "Default" and "Penalty" charge to be the same if you do not want to charge a Penalty rate Specifies the Supplemental (Section 5.5.8) charge mode. This is the amount that Supplemental doses are charged. The maximum credit limit for the Patient, after which no dose should be supplied until payment is made. If set, specifies the minimum amount the Patient must pay each visit. Press the Charge Mode button to set the Patient charging (refer below for more information) Edit Charge Mode Dialog Box The Edit Charge Mode Dialog Box contains the following four tabs: Default Charge - for setting the default charge for Methadone/Suboxone/Subutex Penalty Charge - for setting the penalty charges for Methadone/Suboxone/Subuext. A "penalty" charge can be applied when the Patient's account is in arrears Supplemental - for setting the charges for Supplemental supply Credit - for setting credit and payment plan details Default Charge Tab Per Dose Select for "per dose" charging mode. Enter the amount to charge per dose. Meth.D.A will debit the Patient's account by the specified amount for each dose

56 Meth.D.A User Guide 56 supplied. Batch Fixed Service Daily OK Cancel Select for "batch" charging mode. Enter the amount and number of doses to include in the "batch". Meth.D.A will debit the Patient's account by the amount specified and then add the specified number of "dose credits". Each dose supplied will use a "dose credit". When all the "dose credits" have been used then another "batch" is created, and so on. Select for "fixed service" charging. Enter the amount to charge for 1 week's supply. The Patient is charged the specified amount on the day selected regardless if the Patient attends or not. Select for "daily" charging. Enter the amount to be charged each day. Meth.D.A will debit the Patient's account daily by the amount specified regardless if the Patient attends or not. Press OK to save the changes Press Cancel to close the window without saving any changes Penalty Charge Tab If patient owes more than $ Enter the amount that will be used to determine if the "Penalty" charge should be applied. Note the wording "If the patient owes more" - in other words, this means "penalty" charging is used only when the Patient's account balance is negative (e.g. when the Patient owes money) by more than the amount you specify.

57 Meth.D.A User Guide 57 For example, if you specified $0.00, then: Account Balance Penalty Charging Applied $10.00 No $0.00 No -$10.00 Yes -$15.00 Yes For example, if you specified $10.00, then: Account Balance Penalty Charging Applied $10.00 No $0.00 No -$10.00 No -$15.00 Yes Per Dose Batch Fixed Service Daily OK Cancel Select for "per dose" charging mode. Enter the amount to charge per dose. Meth.D.A will debit the Patient's account by the specified amount for each dose supplied. Select for "batch" charging mode. Enter the amount and number of doses to include in the "batch". Meth.D.A will debit the Patient's account by the amount specified and then add the specified number of "dose credits". Each dose supplied will use a "dose credit". When all the "dose credits" have been used then another "batch" is created, and so on. Select for "fixed service" charging. Enter the amount to charge for 1 week's supply. The Patient is charged the specified amount on the day selected regardless if the Patient attends or not. Select for "daily" charging. Enter the amount to be charged each day. Meth.D.A will debit the Patient's account daily by the amount specified regardless if the Patient attends or not. Press OK to save the changes Press Cancel to close the window without saving any changes Supplemental Tab

58 Meth.D.A User Guide 58 Per Dose $) Daily ($) Per Dose Service ($) Daily Service ($) OK Cancel The Patient is charged the specifed amount for each and every Supplemental dose that is supplied. The Patient is charged the specified amount each day regardless if the medication is supplied. The charge is applied for each Supplemental medication. The Patient is charged the specified amount only when a Supplemental dose is supplied. If the Patient has multiple Supplemental medications on the same day, then the subsequent doses are not charged. The Patient is charged the specified amount each day regardless if the medication is supplied. The amount charged is for all Supplemental medications combined, in other words, this amount is charged each day regardless of the number of Supplemental medications the Patient is receiving. Press OK to save the changes Press Cancel to close the window without saving any changes Credit Tab

59 Meth.D.A User Guide 59 No dose to be supplied when patient owes more than $ Warn when patient owes more than $ Payment Plan - minimum payment per visit $ If checked, Meth.D.A will warn the user when ever the Patient's account balance owed has exceeded the limit specified. The warning is displayed when trying to dispense a dose to the Patient. If checked, Meth.D.A will display a warning message when ever the Patient's account balance owed has exceeded the amount specified. The warning is displayed when trying to dispense a dose to the Patient. If checked, Meth.D.A will display a warning message advising the minimum payment the Patient must make on each visit. The warning is displayed when trying to dispense a dose to the Patient Payments Account Payments

60 Meth.D.A User Guide 60 Date Range Add New Payment Edit Selected Payment Delete Selected Payment Select the date range of payments to view - the Payment List is automatically updated to reflect your selection Press the Add New Payment to add a new payment - refer below for information about the Edit Payment dialog box. Press the Edit Selected Payment to edit the selected payment. Point and click on the payment in the Payment List that you want to edit. Press the Delete Selected Payment to delete the selected payment. Point and click on the payment in the Payment List that you want to delete. Edit Payment Dialog Box

61 Meth.D.A User Guide 61 Name Date Payment Payment Type The Patient's name The date the payment is received (this will default to the current date) Enter the payment amount. Note that this can be negative payment, e.g. you are debiting the account. Select the Payment Type from the list: Normal: This is a "normal" payment and should reflect actual money received from the Patient (or returned to the Patient) Adjustment: Select this to alter the account balance and no money will be actually paid or received - in other words, this is a convenient way to just alter the account balance as required. Payment Note Account Balance Print Receipt OK Cancel (Optional) Enter a note about the payment The Patient Account balance - this will automatically change to include the Payment amount you specify. If checked, a receipt will be printed. Press the OK button to save the changes Press the Cancel button to close the window without saving any changes Prepaid Account Prepaid Prepaids sometimes confuses Meth.D.A users. It is the name "pre-paid" that often causes this confusion because actual payment may or may not occur when adding a "pre-paid" to the system. Therefore it can be helpful to think of "pre-paid" more like a "pre-purchase", where the Patient is pre-purchasing a number of doses for a specified cost, e.g. 7 doses for $ Payment may happen at the same time (in which case the doses have actually been pre-paid). However it is possible to add a prepaid without receiving payment from the Patient. In this case, the Patient receives the credit for the number of doses they have purchased and their account is debited by the cost specified. Yet in this case the pre-purchase of doses has not been paid for and that is where the confusion often lies. Methsof intends to re-design this feature in a future version of Meth.D.A.

62 Meth.D.A User Guide 62 Date Range Add New Prepaid Edit Selected Prepaid Delete Selected Prepaid Select the date range of pre-paids to view - the Prepaid List is automatically updated to reflect your selection Press the Add New Prepaid to add a new prepaid - refer below for information about the Edit Prepaid dialog box. Press the Edit Selected Prepaid to edit the selected prepaid. Point and click on the prepaid in the Prepaid List that you want to edit. Press the Delete Selected Prepaid to delete the selected prepaid. Point and click on the prepaid in the Prepaid List that you want to delete. You can only delete a prepaid that has not been used (e.g. used count = 0) Edit Prepaid Dialog Box

63 Meth.D.A User Guide 63 Name Issued Date Charge Payment Number of Doses Valid From Valid To OK Cancel The Patient's name - this is auto-populated by Meth.D.A The date the prepaid is issued - by default this will be the current date and in most cases this would be appropriate. However this can be changed, for example you might want to back-date (or even forward date) the prepaid. The amount to charge the Patient. The Patient's account is debited by this amount. If the Patient provides payment at the time of creating the pre-paid, then enter the amount received from the Patient. The Patient's account is credited by this amount. Note that this can be less than the Charge amount if the Patient is not paying in full at the time the prepaid is created. The balance owed can be paid via the normal Payment (Section 5.7.2) process at a later date The number of doses purchased (dose "credits"). (optional) Specify a date when the prepaid is valid from. Doses from this prepaid cannot be used before this date. (optional) Specify a date when the prepaid is valid to. Doses from this prepaid cannot be used after this date (even if there are dose credits remaining). Press the OK button to save the changes Press the Cancel button to close the window without saving any changes

64 Meth.D.A User Guide 64 6 Stock Control Overview Stock Control allows you to account for stock movements that are not necessarily related to supplying a dose to a Patient. The most common example is receiving stock from a Supplier, but there are others transaction types as described below. It is important to manage your Stock Control so that the calculated register balances are correct and match the actual balance on hand. Receive From Supplier You use the Receive from Supplier functions to record stock you receive in from Suppliers. Stock Adjustment You use the Stock Adjustment to make miscellaneous stock adjustments (up or down) when you need to record a stock movement that is not handled by the other Stock Control functions (or by dispensing to Patients). For example, if you accidently spilled a dose as you were supplying to a Patient then you might want to record this using a Stock Adjustment. Reconcile You use the Reconcile function to record the result of a physical stock count. It is important to regularly perform a Reconcile to ensure the calculated balances match the actual stock on hand. Destroy Stock You should use the Destroy Stock function to record any stock that you need to dispose of, for example due to medication past it's use-by date. 6.1 Receive Methadone From Supplier The following describes how to record the receipt of Methadone (and Methadone BIODONE) from a Supplier: Select the Manage menu (Section 2.2) Press the Methadone toolbar (Section 2.2) button (or the Biodone toolbar (Section 2.2) button) Press the button Select the Receive from Supplier drop-down menu item Enter the details as described below Press the OK button to save the changes

65 Meth.D.A User Guide 65 The Receive From Supplier Dialog Box Supplier Select the Supplier from the list. If the Supplier is not in the list then you will need to Cancel and enter the Supplier before trying again - refer to Add New Supplier (Section 6.13) for more information. Amount (ml) Enter the amount receive (in ml). Remember to allow for dilution! If you dilute your medication then enter the diluted quantity. Reference Entered By Password OK Cancel Enter a reference, typically this is an invoice number or purchase order number. Select your name from the list. Enter your password. Press the OK button to save changes Press the Cancel button to cancel changes 6.2 Receive Buprenorphine From Supplier The following describes how to record the receipt of Buprenorphine from a Supplier: Select the Manage menu (Section 2.2) Press the Buprenorphine toolbar (Section 2.2) button

66 Meth.D.A User Guide 66 Press the button Select the Receive from Supplier drop-down menu item Enter the details as described below Press the OK button to save the changes The Receive From Supplier Dialog Box Supplier Select the Supplier from the list. If the Supplier is not in the list then you will need to Cancel and enter the Supplier before trying again - refer to Add New Supplier (Section 6.13) for more information. 0.4mg Quantity 2mg Quantity 8mg Quantity Reference Entered By Password OK Cancel Enter the quantity of 0.4mg tablets receive. Enter the quantity of 2mg tablets receive. Enter the quantity of 8mg tablets receive. Enter a reference, typically this is an invoice number or purchase order number. Select your name from the list. Enter your password. Press the OK button to save changes Press the Cancel button to cancel changes

67 Meth.D.A User Guide Receive Suboxone From Supplier The following describes how to record the receipt of Suboxone from a Supplier: Select the Manage menu (Section 2.2) Press the Suboxone toolbar (Section 2.2) button (or press the Suboxone Film toolbar button) Press the button Select the Receive from Supplier drop-down menu item Enter the details as described below Press the OK button to save the changes The Receive From Supplier Dialog Box Supplier Select the Supplier from the list. If the Supplier is not in the list then you will need to Cancel and enter the Supplier before trying again - refer to Add New Supplier (Section 6.13) for more information. 2mg Quantity 8mg Quantity Reference Entered By Password Enter the quantity of 2mg tablets receive. Enter the quantity of 8mg tablets receive. Enter a reference, typically this is an invoice number or purchase order number. Select your name from the list. Enter your password.

68 Meth.D.A User Guide 68 OK Cancel Press the OK button to save changes Press the Cancel button to cancel changes 6.4 Methadone Stock Adjustment The following describes how to record a Methadone (or Biodone) stock adjustment: Select the Manage menu (Section 2.2) Press the Methadone toolbar (Section 2.2) button (or the Bidone toolbar (Section 2.2) button) Press the button Select the Stock Adjustment drop-down menu item Enter the details as described below Press the OK button to save the changes The Stock Adjustment Dialog Box Amount (ml) Enter the amount to adjust (in ml). You can enter a positive or negative amount depending on whether you are adjusting the balance up or down. Remember to allow for dilution! If you dilute your medication then enter the diluted quantity. Note Entered By Password OK Enter a note to describe the reason for the adjustment. Select your name from the list. Enter your password. Press the OK button to save changes

69 Meth.D.A User Guide 69 Cancel Press the Cancel button to cancel changes 6.5 Buprenorphine Stock Adjustment The following describes how to record a Buprenorphine Stock Adjustmnent: Select the Manage menu (Section 2.2) Press the Buprenorphine toolbar (Section 2.2) button Press the button Select the Stock Adjustment drop-down menu item Enter the details as described below Press the OK button to save the changes The Stock Adjustment Dialog Box 0.4mg Quantity 2mg Quantity 8mg Quantity Note Enter the quantity of 0.4mg tablets. You can enter a positive or negative amount depending on whether you are adjusting the balance up or down. Enter the quantity of 2mg tablets. You can enter a positive or negative amount depending on whether you are adjusting the balance up or down. Enter the quantity of 8mg tablets. You can enter a positive or negative amount depending on whether you are adjusting the balance up or down. Enter a note to explain the reason for the adjustment.

70 Meth.D.A User Guide 70 Entered By Password OK Cancel Select your name from the list. Enter your password. Press the OK button to save changes Press the Cancel button to cancel changes 6.6 Suboxone Stock Adjustment The following describes how to record a Suboxone stock adjustment: Select the Manage menu (Section 2.2) Press the Suboxone toolbar (Section 2.2) button (or press the Suboxone Film toolbar button) Press the button Select the Stock Adjustment drop-down menu item Enter the details as described below Press the OK button to save the changes The Stock Adjustment Dialog Box 2mg Quantity 8mg Quantity Enter the quantity of 2mg tablets. You can enter a positive or negative amount depending on whether you are adjusting the balance up or down. Enter the quantity of 8mg tablets. You can enter a positive or negative amount depending on whether you are adjusting the balance up or down.

71 Meth.D.A User Guide 71 Note Entered By Password OK Cancel Enter a note to explain the reason for the adjustment. Select your name from the list. Enter your password. Press the OK button to save changes Press the Cancel button to cancel changes 6.7 Methadone Reconcile The following describes how to reconcile Methadone (or Biodone): Select the Manage menu (Section 2.2) Press the Methadone toolbar (Section 2.2) button (or the Biodone toolbar (Section 2.2) button) Press the button Select the Reconcile drop-down menu item Enter the details as described below Press the Reconcile button to save the changes The Reconcile Dialog Box Amount (ml) After performing a physical count, enter the amount of stock on hand (in ml). Remember to allow for dilution! If you dilute your medication then enter the diluted quantity. Calculated Balance (ml) This is the balance as calculated by Meth.D.A

72 Meth.D.A User Guide 72 Difference (ml) Entered By Password Reconcile Cancel This is the difference between the Amount you have specified and the Calculated Balance. In an ideal world, this value should be zero. Select your name from the list. Enter your password. Press the Reconcile button to save changes Press the Cancel button to cancel changes 6.8 Buprenorphine Reconcile The following describes how to Reconcile Buprenorphine: Select the Manage menu (Section 2.2) Press the Buprenorphine toolbar (Section 2.2) button Press the button Select the Reconcile drop-down menu item Enter the details as described below Press the Reconcile button to save the changes The Reconcile Dialog Box Actual (0.4mg) Actual (2mg) Actual (8mg) After performing a physical count, enter the quantity of 0.4mg tablets on hand. After performing a physical count, enter the quantity of 2mg tablets on hand. After performing a physical count, enter the quantity of 8mg tablets on hand.

73 Meth.D.A User Guide 73 Calculated Balance Difference Entered By Password Reconcile Cancel This is the balance of stock on hand as calculated by Meth.D.A This is the difference between the Actual quantity you have specified and the Calculated balance. In an ideal world, this should be zero. Select your name from the list. Enter your password. Press the Reconcile button to save changes Press the Cancel button to cancel changes 6.9 Suboxone Reconcile The following describes how to Reconcile Suboxone: Select the Manage menu (Section 2.2) Press the Suboxone toolbar (Section 2.2) button (or press the Suboxone Film toolbar button) Press the button Select the Reconcile drop-down menu item Enter the details as described below Press the Reconcile button to save the changes The Reconcile Dialog Box Calculated Quantity Actual Balance Difference This is the calculated balance by Meth.D.A After performing a physical count, enter the actual 2mg and 8mg quantity on hand This is the difference between the calculated and actual quantity that you have specified.

74 Meth.D.A User Guide 74 In an ideal world this should be zero. Entered By Password Reconcile Cancel Select your name from the list. Enter your password. Press the Reconcile button to save changes Press the Cancel button to cancel changes 6.10 Methadone Destroy Stock The following describes how to record a Methadone (or Biodone) destroy stock: Select the Manage menu (Section 2.2) Press the Methadone toolbar (Section 2.2) button (or the Bidone toolbar (Section 2.2) button) Press the button Select the Destroy Stock drop-down menu item Enter the details as described below Press the OK button to save the changes The Destroy Stock Dialog Box Amount (ml) Enter the amount to that is to be destroyed (in ml). Remember to allow for dilution! If you dilute your medication then enter the diluted quantity. Note Enter a note to describe the reason for the destruction.

75 Meth.D.A User Guide 75 Entered By Password Witnessed By Select your name from the list. Enter your password. Select the name of the person witnessing the destruction This cannot be the same as the persone selected in the Entered By list Password OK Cancel The witness should enter their password. Press the OK button to save changes Press the Cancel button to cancel changes 6.11 Buprenorphine Destroy Stock The following describes how to record Buprenorphine Stock destruction: Select the Manage menu (Section 2.2) Press the Buprenorphine toolbar (Section 2.2) button Press the button Select the Destroy Stock drop-down menu item Enter the details as described below Press the OK button to save the changes The Destroy Stock Dialog Box

76 Meth.D.A User Guide mg Quantity 2mg Quantity 8mg Quantity Note Entered By Password Witnessed By Enter the quantity of 0.4mg tablets to be destroyed Enter the quantity of 2mg tablets to be destroyed Enter the quantity of 8mg tablets to be destroyed Enter a note to explain the reason for the destruction. Select your name from the list. Enter your password. Select the name of the person witnessing the destruction This cannot be the same as the persone selected in the Entered By list Password OK Cancel The witness should enter their password. Press the OK button to save changes Press the Cancel button to cancel changes 6.12 Suboxone Destroy Stock The following describes how to record a Suboxone stock destruction: Select the Manage menu (Section 2.2) Press the Suboxone toolbar (Section 2.2) button (or press the Suboxone Film toolbar button) Press the button Select the Destroy Stock drop-down menu item Enter the details as described below Press the OK button to save the changes The Destroy Stock Dialog Box

77 Meth.D.A User Guide 77 2mg Quantity 8mg Quantity Note Entered By Password Witnessed By Enter the quantity of 2mg tablets to be destroyed. Enter the quantity of 8mg tablets to be destroyed. Enter a note to explain the reason for the destruction. Select your name from the list. Enter your password. Select the name of the person witnessing the destruction This cannot be the same as the persone selected in the Entered By list Password OK Cancel The witness should enter their password. Press the OK button to save changes Press the Cancel button to cancel changes 6.13 Add New Supplier The following describes how to add a new Supplier: 1. Select the Manage menu (Section 2.2) 2. Press the Suppliers toolbar (Section 2.2) button 3. Press the button 4. Enter the Supplier details as described below 5. Press the OK button to save the changes

78 Meth.D.A User Guide 78 You should check to see if the Supplier already exists before adding a new supplier otherwise you risk creating a duplicate entry The Edit Supplier Dialog Box Name Address Phone Fax Address OK Cancel The name of the Supplier The Supplier's address details The Supplier's phone number The Supplier's fax number The Supplier's address Press the OK button to save changes Press the Cancel button to cancel changes 6.14 Edit Supplier The following describes how to edit a Supplier's details: 1. Select the Manage menu (Section 2.2) 2. Press the Suppliers toolbar (Section 2.2) button 3. Select the Supplier to edit from the Supplier List (point and click on the Supplier name in the Supplier list) 4. Press the button 5. Edit the Supplier details as required 6. Press the OK button to save the changes

79 Meth.D.A User Guide 79 7 Medications 7.1 Add New Medication The following describes how to add Medications for Supplemental Dispensing: 1. Select the Manage menu 2. Press the Medications toolbar button 3. Press the button 4. Enter the details as described below 5. Press the OK button to save the changes You should NEVER attempt to add the base medications such as; Methadone, Buprenorphine (or Subutex), Suboxone, etc. This feature is for Supplemental medications only. You should check to see if the Medicatio already exists before adding a new medication otherwise you risk creating a duplicate entry The Edit Medication Dialog Box Name OK Cancel The name of the medication, e.g. Endone The description of the medication, e.g. Endone 5mg tabs Press the OK button to save the changes Press the Cancel button to close the window without saving changes 7.2 Edit Medication The following describes how to edit Medications for Supplemental Dispensing: 1. Select the Manage menu 2. Press the Medications toolbar button

80 Meth.D.A User Guide Select the medication name from the list (point and click on the medication name in the list) 4. Press the button 5. Enter the details as described below 6. Press the OK button to save the changes This function should not be used to rename a medication to something different. It's primary use is to correct any mistakes made when the medication was originally added, e.g. a spelling mistake

81 Meth.D.A User Guide 81 8 Tools 8.1 Database Backup The following describes how to backup the database: Select the Tools menu Press the Backup toolbar button Press the Start Backup button If the backup succeeded, you should see a message box as follows: Press the OK button Press the Close button It is EXTREMELY important to ensure that you regularly backup your database and that your database backup is configured correctly as described below. The Backup Database Dialog Box Backup filename The name of the database backup file. By default this will be set to: c:\methda\methda.dat

82 Meth.D.A User Guide 82 When backup has finished, place a 2nd copy here When checked, then Meth.D.A will make a copy of the backup file in the location specified. It is recommended to specify a file that is not on the local machine - examples include: A file on another computer on your network (as shown in the image above) A file on a removable device such as a memory stick or external hard drive It is STRONGLY recommended to use this feature Browse Start Backup Close Press the Browse button to locate the file for the backup Press the Start Backup button to start the backup Press the Close button to close the window 8.2 Database Restore PLEASE DO NOT USE THE DATABASE RESTORE FUNCTION UNLESS INSTRUCTED BY METHSOF 8.3 Options Overview The following describes how to set application options: 1. Select the Tools menu 2. Press the Options toolbar button 3. Enter the information as required - see below for more information 4. Press the OK button to save changes The following topics provide information on the items that can be configured from the Options Dialog Box: General Options (Section 8.3.1) for general application options Methadone Options (Section 8.3.2) for options relating to Methadone Buprenorphine Options (Section 8.3.3) for options relating to Buprenorphine Suboxone Options (Section 8.3.4) for options relating to Suboxone Label Options (Section 8.3.5) for options relating to Labels General Options The General Tab

83 Meth.D.A User Guide 83 Warn when script is due to expire within Week starts on Auto print payment received receipt Meth.D.A will warn you when a script is about to expire. Specify the number of days when the alert should be displayed. Specify the day of the week that should be considered the start of the week for determining takeaway's per week count. If selected, Meth.D.A will automatically print a receipt if you specify payment received in the Dispense screen Methadone Options The Methadone Tab

84 Meth.D.A User Guide 84 Methadone Enabled Methadone Liquid Dilution If checked, then Methadone can be supplied to Patients Specify the concentration of the Methadone dispensed. This is typically provided as a concerntrate of 5mg per 1ml, so in this case you would specify 1ml = 5mg (this is the default). However, some pharmacies dilute this 1:1, so in this case you would specify 1ml = 1mg. When recording stock in (Receive from Supplier) you should allow for any dilution. Methadone (Biodone) Enabled Methadone (Biodone) Liquid Dilution If checked, then Methadone (Biodone) can be supplied to Patients Specify the concentration of the Methadone (Biodone) dispensed. This is typically provided as a concerntrate of 5mg per 1ml, so in this case you would specify 1ml = 5mg (this is the default). However, some pharmacies dilute this 1:1, so in this case you would specify 1ml = 1mg. When recording stock in (Receive from Supplier) you should allow for any dilution. Warn when prescribed dose is greater than Dr to be notified when Meth.D.A will alert you enter a prescribed dose greater than the value specified here - refer to Methadone Script (Section 5.5.5) for more information. This is designed as a safety check for you when entering a script. When dispensing a Methadone dose, Meth.D.A will check if the Patient has not attended for the number of days specified here and display a message box to warn you.

85 Meth.D.A User Guide 85 Typically the DR should be notified in this case. Takeaway Bottle Size Enter the size of the takeaway bottles supplied to Patients Buprenorphine Options Buprenorphine Tab Warn when prescribed BUPRENORPHINE dose is greater than Dr to be notified when BUPRENORPHINE tablet selection Meth.D.A will alert you enter a prescribed dose greater than the value specified here - refer to Subutex Script (Section 5.5.6) for more information. When dispensing a Buprenorphine dose, Meth.D.A will check if the Patient has not attended for the number of days specified here and display a message box to warn you. Typically the DR should be notified in this case. Determines how Meth.D.A calculates the suggested tablet strengths for a dose: Whole Tablets - Select this to favour combinations that result in whole tablets (no tablet breaking if possible), for example, 4mg dose = 2 x 2mg tablets Minimum Number of Tablets - Select this to favour combinations that result in the least number of tablets (may include tablet breaking) e.g. 4mg dose = half of an 8mg tablet

86 Meth.D.A User Guide 86 Refer to Dispense Subutex (Section 5.6.4) for more information Suboxone Options Suboxone Tab Warn when prescribed SUBOXONE dose is greater than Dr to be notified when SUBOXONE tablet selection Meth.D.A will alert you enter a prescribed dose greater than the value specified here - refer to Suboxone Script (Section 5.5.7) for more information. When dispensing a Suboxone dose, Meth.D.A will check if the Patient has not attended for the number of days specified here and display a message box to warn you. Typically the DR should be notified in this case. Determines how Meth.D.A calculates the suggested tablet strengths for a dose: Whole Tablets - Select this to favour combinations that result in whole tablets (no tablet breaking if possible), for example, 4mg dose = 2 x 2mg tablets Minimum Number of Tablets - Select this to favour combinations that result in the least number of tablets (may include tablet breaking) e.g. 4mg dose = half of an 8mg tablet Refer to Dispense Suboxone (Section 5.6.5) for more information.

87 Meth.D.A User Guide Label Options Labels Tab Top Left Width Height Print Inverted Print Dose The distance from the top of the whole label to the top of the "main" label The distance from the left of the whole label to the left of the "main" label The width of the "main" label The height of the "main" label If checked, the printed text is rotated 180 degrees. This is only needed for printers that print the label "upside down". Note: It is better to configure rotation from your label printer driver if possible. Only use this option when the label printer driver cannot be used to rotate the text. If checked, the dose amount is printed on the label Print Pharmacy Details If checked, the Pharmacy details are printed on the label. This is not required if you are using your dispense label printer with your standard labels (e.g. where your pharmacy details are already printed on the label) Supress Print Dialog If checked, the standard windows print dialog box is not shown when printing labels. This saves time by elimintating an extra key press (or mouse click).

88 Meth.D.A User Guide 88 Auto Print Takeaway Labels Text Test If checked, takeaway labels are automatically printed whenever you dispense a takeaway dose - refer to Dispensing a Takeaway Dose (Section 5.6.2) for more information This text is printed on the label. This is useful for specifying warnings such as "May cause DEATH or SERIOUS harm if taken by someone else." Press the Print to print a test label. Press the OK button on the Options Dialog box to save changes, then re-open the Options dialog box to press the Test button. 8.4 Utilities Manager Details The following describes how to specify the Manager Details: Select the Tools menu Press the Utilities toolbar button Select the Manager Details menu item Enter the details as required (see below) Press the OK button to save changes The Manager Details Dialog Box Managers Name Enter the name of the Manager

89 Meth.D.A User Guide 89 Old Password New Password Enter the current Password. Enter the new Password Do not forget the password - write it down and store it in a safe place for reference Confirm New Password Reset Re-enter the new Password This button is used to reset the Password whn you have forgotten it. Do not press this button unless advised by Methsof. Use of this function may incur a support charge - therefore make an effort to remember the Password! OK Cancel Press the OK button to save the changes. Press the Cancel button to cancel the changes Manager's Password Certain functions require that the Manager enters their password to "approve" the transaction. When the Manager is required to approve a transaction, the Manager's Password dialog box is displayed. Manager's Password Dialog Box Manager's Name The Manager's Name This is the Manager's Name as set with the Manager Details (Section 8.4.1) function.