Using McKesson Specialty Care Solutions US Oncology Order Center

Transcription

1 Using Specialty Care Solutions US Oncology Order The, mscs.mckesson.com, is an online destination that provides easy access to everything you need to manage your purchasing relationship with Specialty Care Solutions US Oncology. From ordering pharmaceutical products to paying bills, the enhanced provides improved speed and performance saving time and making ordering and billing tasks more efficient. This guide is intended to assist your practice with the updated ordering functionality. After reviewing this document you will know: How to place orders How to review previous orders and status updates How to manage favorites How to track shipments Basic Navigation... 2 Ordering Options... 4 Place an order from the Home Page... 6 Order using Favorites... 7 Order from History... 8 Order from the Catalog... 9 Manage Cart & Proceed to Checkout Preview Order Order Confirmation Save items in your Shopping Cart as a Request Accessing Requests (Saved Orders) Managing Favorites Tracking Orders Technical Support Feedback

2 Basic Navigation Navigation gives you access to the Order, Financial Tools, Reports and Resources Functions provide access to submenus within the area you are working Working Account allows you to switch to your other Accounts Catalog Search allows you to search the catalog throughout the Order Alerts provides important information about your orders Message provides the latest information from US Oncology Recent Orders shows your most recent orders Home Page Order allows you to quickly add items to your order from your default Favorites list 2

3 Message The Message center is designed to provide you with updated information about what you need to know regarding the products and services you purchase from Specialty Care Solutions. Minimize the Message center by clicking Switching accounts If you have access to more than one account, choose the account you would like to place an order for. Click the Working Account drop down arrow to bring an account into focus. 3

4 Ordering Options The updated Order provides several options for ordering. You will likely find one way that works well for your practice. Our ordering options include: Home Page Order: You can define a default Favorites lists that you would like to appear on your Home Page. Once you login, you can simply and easily add quantities and items to your cart. Favorites List: Use any of your existing Favorites list or build new Favorites to fit your needs. Previous Orders: For practices that frequently repeat orders, this option makes duplicating previous orders simple. Catalog: Search the catalog using our Search feature and add items to your order with ease. Some functionality works across all ordering options. We will review these items first: Use column headers to sort or view additional product details When you click on a column header, you can easily sort the list by that column When you hover over a column header and click the you have the ability to add additional columns that provide additional detail about products: 4

5 Click an item name or product number for additional product details For additional details about a product, simply click on the item name or product number. Generic Alternatives Notification Products that have Generic Alternatives will include a link that will take you to Generic Alternatives within Product Details: Product Availability Indicators The availability of products is indicated by status icons in the Availability column throughout the Order :. In Stock Limited Supply Out of Stock 5

6 Place an order from the Home Page The easiest way to place an order in the updated Order is by using your default Favorites list that appears on the Home Page each time you log in. Navigate to the Home Page Order entry area on the Home page Enter quantities and click. Once you click, you will be presented with the Mini Cart, which allows you to quickly view what has been added to the cart. You can close the window and continue working or proceed to the Shopping Cart or to the Preview Order screen. 6

7 Order using Favorites You can order using any of your existing Favorites lists in the system. To begin, choose Favorites from the Order Function menu To limit the number of Favorites that appear, you can enter search criteria and click Search Choose the Favorite list that you would like to order from Enter quantities and click. Once you click, you will be presented with the Mini Cart, which allows you to quickly view what has been added to the cart. You can close the window and continue working or proceed to the Shopping Cart or to the Preview Order screen. 7

8 Order from History You can search your previous order history to repeat an order or to select specific items to add to your cart. To begin, choose Order History from the Order Function menu You can search by Reference, Order Number, Product Number, by date, Order Status, and Channel Click Search Click the order you would like to use to view details in the lower portion of the screen You can choose Add All to Cart, which will replicate the items and order quantities in the cart Alternatively, you can choose Actions next to any item in the order to add items individually to the cart Once you click, you will be presented with the Mini Cart, which allows you to quickly view what has been added to the cart. You can close the window and continue working or proceed to the Shopping Cart or to the Preview Order screen. 8

9 Order from the Catalog You can order items individually using the Order Catalog and search functionality. You can search for items from anywhere within the Order Simply enter your search criteria in the Search function Alternatively, you may click on Product Catalog in the top menu for the full catalog listing Enter quantities and click. Once you click, you will be presented with the Mini Cart, which allows you to quickly view what has been added to the cart. You can close the window and continue working or proceed to the Shopping Cart or to the Preview Order screen. Helpful Hint: You can search for products by brand name, generic name, NDC, catalog number, product number, manufacturer, and HCPCS code. 9

10 Manage Cart & Proceed to Checkout Once you have added items to the cart, you can proceed to the cart to manage the contents and proceed to order. To begin, click on Shopping Cart from the top navigation menu You can make the following changes within the Shopping Cart: o Add a Reference line o Change Requested Delivery Date o Change Ship To location o Change Quantities o Add an item to a Favorites List o Remove or add item from cart o Save the Shopping Cart as a Request o Save the Shopping Cart as a Favorite o Empty Cart When you have finalized your changes, you can Save Change, or when you are satisfied with your order you can Preview Order 10

11 Preview Order Carefully review your order and warnings that appear in the Urgent Messages window, these may indicate that certain products are unavailable for shipment on your requested delivery date Items that are unable to be delivered in full are highlighted in orange in the Delivery Schedule column. Hover over the alert flag for more information. If you need to make changes, click Modify Order to return to the Cart If you are satisfied with your order, click Place Order 11

12 Order Confirmation Your order confirmation will appear, please note any messages that appear in the Urgent Messages Window You may Print your order confirmation Click Finish 12

13 Save items in your Shopping Cart as a Request Items and Quantities in your Shopping Cart can be saved as a Request and accessed at a later time. You or other authorized users at your practice site can access a Request from the Favorites & Requests menu to process your saved order. Simply add items to your Shopping Cart To save the items in your Shopping Cart as a Request, navigate to the Shopping Cart Add the name of your saved order to the Your Reference field Click Save Order as Request A pop up will appear indicating that the Request has been saved 13

14 Accessing Requests (Saved Orders) An alert will appear when you log into the that indicates when there are requests (saved shopping carts) Navigate to the Favorites & Requests menu o Saved shopping carts (requests) will appear in the list preceded by REQUEST o Choose the Request that contains the items and quantities you would like to order o Click Create Request as Order o The items and quantities will be activated and placed in your shopping cart o Proceed to checkout to finalize your order 14

15 Managing Favorites Using and updating Favorites, previously known as Templates, is easier than ever. Throughout the Order, we provide opportunities to create, modify, and update Favorites. Create a new Favorites list To create a new Favorites list, navigate to the Favorites menu Enter a name into the New Favorite Name field and click Create Your new list will appear throughout the system Modify an existing Favorites list You can add items to any Favorites list from throughout the system, simply click Actions next to any item and Add that item to your Favorites list Alternatively, you can click Actions next to any item on your existing Favorites list and remove that item 15

16 Upload multiple items to a Favorites list You can add multiple items to a Favorites list from external sources using the Upload Items button. Simply enter NDC #(s) separated by commas or returns (e.g. copy NDCs from Microsoft Office Excel and paste) 16

17 Managing default Favorites list The default Favorites list appears on the Home Page when you log in, allowing you to directly place an order To update your default Favorites list, navigate to the Favorites menu Choose the list that you would like to appear on the Home screen and click the Default Favorite button 17

18 Order History To search for previous orders, navigate to the Order History menu You can search by Reference, Order Number, Product Number, by date, Order Status, and Channel Click Search Click the order number to view order details in the lower portion of the screen 18

19 Return Order Authorizations To apply for an authorization to return items, navigate to the Order History menu Select the order from which you would like to return items Click the Return Order button next to the order to begin the process A pop up will appear. Enter the Return quantity, a short description, your contact name and contact number and click Next Review the information provided. If you are satisfied with your application, click Submit. Care will be notified of your return authorization application and will contact you at the number you provided. 19

20 Tracking Orders To track shipments, navigate to the Order History menu Identify the order you would like to track To track packages by order, choose Track Package To track packages by item, choose Actions and then choose Track Package 20

21 Technical Support If you have trouble with the Order or need assistance, please contact Technical Support by calling Feedback Specialty Care Solutions listens to and responds to customer feedback. All product enhancements are based on ideas generated by users of our products. If you have suggestions regarding our current reporting capabilities or would like to suggest further reporting functionality, please select the Send Us Feedback option and submit the form. 21