Adding Automated Dispensing Devices in Facility Maintenance...53 Adding Products to a Device in Facility Maintenance...54 Modifying an Automated Dispe

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1 Contents 1 Home Page Administration...1 Home Page Administration Overview... 1 Managing Home Page Messages... 2 Adding and Editing Home Page Messages...3 Removing a Home Page Message... 5 Managing News Messages in the Home Page...6 Adding and Editing News Messages in the Home Page...6 Removing News Messages in the Home Page...8 Managing Partner Links in the Home Page...8 Adding and Editing Partner in the Home Page...9 Removing a Partner Link in the Home Page...10 Managing Education Links in the Home Page...10 Adding and Editing Education Links in the Home Page...11 Removing an Education Link in the Home Page...12 Managing Reference Links in the Home Page...12 Adding and Editing Reference Links in the Home Page...12 Removing a Reference Link in the Home Page Facility Maintenance...15 Facility Maintenance Overview...16 Corporate Hierarchy Tree Overview in Facility Maintenance...17 Adding New Intermediate Nodes or Facilities in Facility Maintenance...17 Adding an Intermediate Node in Facility Maintenance...18 Adding a Facility in Facility Maintenance...18 Deleting an Intermediate Node in Facility Maintenance...19 Moving a Node or Facility in Facility Maintenance...20 Deactivating or Activating Facilities in Facility Maintenance...20 Deactivating a Facility in Facility Maintenance...20 Activating a Facility in Facility Maintenance...21 Setting Up a Facility in Facility Maintenance...22 Searching for and Selecting a Facility in Facility Maintenance...22 Using the Profile Tab in Facility Maintenance...24 Using the IDs Tab in Facility Maintenance...27 Using the Legal Tab in Facility Maintenance...30 Selecting Backup and Central Facilities in the Legal Tab of Facility Maintenance...31 Using the Info Tab in Facility Maintenance...32 Adding Existing Geographic Information for a Facility in the Info Tab in Facility Maintenance 33 Using the Workflow Tab in Facility Maintenance...34 Using the PPI Tab in Facility Maintenance...36 Types of PPI Messages Your Pharmacy Can Process...37 Changing Local Values in the PPI Tab in Facility Maintenance...39 Using the Central Fulfillment Tab in Facility Maintenance...41 Setting a Delivery Schedule in Facility Maintenance...43 Performing Bin Management in Facility Maintenance...46 Setting Up Bins in Facility Maintenance...46 Bin Configuration Options in Facility Management...47 Adding a New Bin in Facility Management...48 Adding or Editing Bin Types in Facility Management...50 Deleting a Bin in Facility Management...51 Copying One Store s Bin Setup to Another Store...52 Setting Up Automated Dispensing in Facility Maintenance...52 EnterpriseRx Administrator User Guide 7.1 Produced in Cork, Ireland Contents-1

2 Adding Automated Dispensing Devices in Facility Maintenance...53 Adding Products to a Device in Facility Maintenance...54 Modifying an Automated Dispensing Device in Facility Maintenance...55 Removing an Automated Dispensing Device in Facility Maintenance Setting Up Neighborhoods in Facility Maintenance...56 Setting Up Your Neighborhoods in Facility Maintenance Setting Up Extended Views in Facility Management...58 Setting Up Phones for Autodial in Facility Maintenance...62 Editing and Removing Phones in Facility Maintenance...64 Assigning a Phone to a Workstation in Facility Maintenance Setting Up Printers in Facility Maintenance...65 Setting Up Product Mapping in Facility Maintenance Starting Product Mapping...68 Adding a Product Map in Facility Maintenance...69 Editing Product Mapping in Facility Maintenance...71 Removing Product Mapping in Facility Maintenance...72 Setting Up the Rx Numbering System in Facility Maintenance...72 Setting Up Scanners in Facility Maintenance...73 Setting Up Barcode Scanners in Facility Maintenance...74 Setting Up Facility Hours Schedule in Facility Maintenance...77 Setting Up Exceptions to the Facility Hours Schedule...79 Acquiring and Divesting Facilities in Facility Maintenance...80 Preparing to Divest in Facility Maintenance...81 Testing Divestiture in Facility Maintenance...82 Making Real Divestitures in Facility Maintenance...82 Using the Rx Details Window for a Divested Facility...83 Undivesting a Facility in Facility Maintenance Workflow Administration...85 Filling Prescriptions as a Custom Assembly Process...86 Pharmacy Tasks that Constitute the Prescription Filling Process...87 How EnterpriseRx Workflow Steps Model Real-World Pharmacy Tasks...88 EnterpriseRx Default Workflow Steps - Detailed Descriptions...88 DUR Exception Handling in Workflow Default Workflow Processing - Overview Diagram...92 Required Workflow Steps and Conditional Workflow Steps for a Fill...93 Matching Workflow Steps to Pharmacy Staffing - Task Assignment...93 Single Pharmacist Processing a Fill...94 Dividing a Fill Among Workers When a Pharmacy Team is Available...95 Concept of Workflow Activities...98 Work Done for each Fill vs. Work Done by each Pharmacy Team Member Effect of Multiple Fills on Workflow Step Scheduling - An Example Opportunities for Efficiency Gains through Swapping Workflow Steps Using Activities in the EnterpriseRx System Activities Overview Using Standard Activities Working Rx Queues Using Custom Activities How the EnterpriseRx System Schedules Workflow Steps Skipping a Fill Item Temporarily Canceling a Fill Item Contents-2 Produced in Cork, Ireland EnterpriseRx Administrator User Guide 7.1

3 Contents Ways to End an Activity Ways to Temporarily Bypass an Activity and Follow a Fill Controlling User Access to Workflow Windows Configurable Exceptions to Default General Workflow Changing the Overall Sequence of Workflow Steps Merging Workflow Steps DEEP (Data Entry Enhanced Processing) Workflow Option Overview of EnterpriseRx Workflow Administration Tasks Creating and Managing Custom Activities Opening the Workflow Administration Window Workflow Administration Window Overview Adding a Custom Activity Renaming a Custom Activity Removing a Custom Activity SIG Maintenance SIG Maintenance Overview Searching for a SIG Code Elements in the SIG Search Window Adding, Deleting, or Editing a SIG Code Adding or Deleting a SIG Code Editing a SIG Code Elements in the SIG Maintenance Window Using the SIG Element Conversion Tables Window Adding a Replacement Term in SIG Maintenance Deleting a Replacement Term in SIG Maintenance Elements in the SIG Element Conversion Tables Window Translating SIG Words Elements in the SIG Word Translation Table Window Changing the SIG Element Order Unit/Verb Setup in SIG Maintenance Pricing Introduction Overview of Pricing Overview of Pricing Data Types Pricing Tables Defined Pricing Formulas Defined Pricing Lists Defined Pricing Qualifications Defined Pricing Links Defined Overview of Process Types in Pricing Point of Sale (POS) Process Type in Pricing Cost Process Type in Pricing Fee Process Type in Pricing Discount Process Type in Pricing Rounding Process Type in Pricing Minimum Retail Processing Process Type in Pricing Tax Processing Process Type in Pricing User Defined Value Processing Process Type in Pricing Price Adjustment Processing Process Type in Pricing EnterpriseRx Administrator User Guide 7.1 Produced in Cork, Ireland Contents-3

4 Override Processing Process Type in Pricing Understanding the Process Flow for Cash Pricing Overview of Third Party Pricing Third Party Qualification Types Understanding the Process Flow for Third Party Pricing Pricing Tutorial - Creating a Cash Pricing System Introduction to the Pricing Tutorial Setting Up a Cost Process for Pricing Creating a Table for Costs in Pricing Creating a Formula for Costs in Pricing Creating a List for Costs in Pricing Creating a Qualification for Costs in Pricing Setting up a Flat Fee for Pricing Creating a Table for Fees in Pricing Creating a Formula for Fees in Pricing Creating a List for Fees in Pricing Creating a Qualification for Fees in Pricing Testing your Pricing System Pricing Reference Guide Using the Pricing Hierarchy Tree Using the Pricing Hierarchy Tree Levels Using the Actions Menu in Pricing Hierarchy Tree Using the Tables Window in Pricing Elements in the Tables Window in Pricing Using Cost Bases in Pricing Adding an Indexed Row to a Table in Pricing Elements in the Add Row Window in Pricing Adding Calculations for Cost Bases in Pricing Elements in the Add Calculation Window in Pricing Comparing Multiple Cost Bases in a Table Row Example of Adding a Cost Base to a Comparison Using the Formulas Window in Pricing Elements in the Formulas Window in Pricing Using the Lists Window in Pricing Elements in the Lists Window in Pricing Using the Add Data Filter Window in Pricing Adding or Creating a Data Filter in Pricing Elements in the Add Data Filters Window in Pricing Using the Qualifications Window in Pricing Elements in the Qualifications Window in Pricing Using the Cost Base Maintenance Window in Pricing Using the Discount Maintenance Window in Pricing Elements in the Discount Maintenance Window in Pricing Using the Price Override Maintenance Window Elements in Override Maintenance Window in Pricing Adding or Editing an Override in Pricing Elements in the Add Window in Pricing Overrides Using the Test Price Quotes Window Contents-4 Produced in Cork, Ireland EnterpriseRx Administrator User Guide 7.1

5 Contents Elements in the Test Price Quote Window in Pricing Third Party Pricing Administration Overview Using the Third Party Pricing Administration Window Setting Up Pricing in Third Party Plan Administration Elements in the Third Party Plan Admin Window Setting Up Qualifications in Third Party Pricing Elements in Qualification WIndow in Third Party Administration Pricing Hotlist Administration Adding a New Hotlist Price Defining Rules for your Hotlist Price Adding a Row to the Hotlist Price Table Adding a Hotlist Price Qualification Publishing Your HotList Pricing Information Controlled Substance Reporting Controlled Substance Reporting Overview Accessing Configuration Options for Controlled Substance Reporting Tasks in the CSR Product Selection Tab Elements in the CSR Product Selection Tab How to Add CSR Product Selection Rules Using Shortcut Keys in the CSR Add Selection Rule Window Elements in the CSR Add Selection Rule Window Adding a CSR Product Selection Rule Selecting Attributes and Values for CSR Rules Selecting Values for CSR Attributes Using the Browse Button in the Value Field for CSR Using the Product Search Windows for CSR Elements in the CSR Product Search Windows Editing a CSR Product Selection Rule Selecting CSR Options Tasks in the CSR Options Tab Elements in the CSR Options Tab Configuring Your System to Generate CSR Zero Reports Selecting Controlled Substance Reported Fields Tasks in the Reported Fields Tab in CSR Using Shortcut Keys in Reported Fields Tab in CSR Elements in the Reported Fields Tab in CSR Selecting a Reported Field in CSR Values in the Required Field in CSR Selecting a Value in the Required Field in CSR Customizing a Pre-Edit Message for CSR Scope of Control Administration Scope of Control Administration Overview Starting Scope of Control Tasks in the Scope of Control Admin Window Elements in the Scope of Control Admin Window Assigning Scope of Control to a User EnterpriseRx Administrator User Guide 7.1 Produced in Cork, Ireland Contents-5

6 Removing the Scope of Control from a User Forms Editor Administration Forms Editor Overview Working With the Forms Editor Definition of Key Concepts in Forms Editor Forms Editor Basics - Creating a New Document Version Forms Editor Basics - Adding Pages Groups and Blocks Tips and Tricks for Forms Editor Creating a New Form, Label, or Print-Out Overview of Steps to Create a New Document Opening an Existing Document Version Exporting the Document Version Creating a Blank Document Version Importing a Document Version Modifying a Document Version Creating a Data Element Forms Editor Example using the Patient Telephone and Date of Birth Block Creating and Adding a Conditional Element in Forms Editor Setting Current Versions in Forms Editor Document Type and Format Setup in Forms Editor Adding a New Document Type in Forms Editor Deleting a Document Type in Forms Editor Test Printing a Newly Created Form Forms Editor Expression Editor Features Third Party Administration Overview Third Party Administration Introduction Third Party Billing and Adjudication Process Third Party Plan Administration Setting Up Third Party Claim Formats Claim Submission Third Party Set Up and Setup Concepts Additional Set Up Tasks Viewing Claims Third Party Administration Menu Commonly Performed Tasks in Third Party Administration Third Party Administration Search Windows Setting Effective Dates, Termination Dates, and Status Using Navigation Trees Common Window Elements in Third Party Administration Search Window Elements and General Elements Third Party Address Elements Third Party Processor Administration Third Party Processor Administration Overview Planning for Third Party Processor Setup Linked Processors and Inheritance of Rules in Third Party Processors and Data Filters in Third Party Contents-6 Produced in Cork, Ireland EnterpriseRx Administrator User Guide 7.1

7 Contents Planning for Third Party Processor Effective and Termination Dates Copying Third Party Processors Processor Administration - Gathering Information Getting Started with Third Party Processor Administration Elements in Processor Search Window in Third Party Using the Processor Search Window in Third Party Processor Administration Window Overview Elements in the Processor Administration Window in Third Party Adding a New Third Party Processor Adding BIN and PCN Data for a Third Party Processor Elements in the Add BIN/PCN Window in Third Party Editing Third Party Processor Information Editing or Removing Bin and PCN Data in Third Party Making a Copy of a Third Party Processor Third Party Network Administration Third Party Network Administration Overview Planning for Network Setup in Third Party 356 Store Networks and Inheritance of Rules Plan Eligibility and Network Setup Store Networks and Data Filters Planning for Network Effective and Termination Dates Network Setup Questions to Consider Copying Third Party Networks Gathering Information for Third Party Networks Getting Started with Network Administration Elements in the Network Search Window in Third Party Using the Network Search Window Network Administration Window Overview Elements in the Network Administration Window in Third Party Adding a New Network Adding Stores (Facilities) to a Network Elements in the Search for a Facility to Add to a Network Window in Third Party Editing Network Information Editing or Removing Information for Member Stores (Facilities) Making a Copy of a Network Third Party Claim Format Administration Claim Format Administration Overview Formats for Plan Administration Formats for Cash and Non-online Plans NCPDP Qualifiers for Claim Formats Repeating Fields in Claim Formats Claim Format Versions Claim Format Types and Associated Segments Rules for Segment and Field Order Optional Segments and Fields Working with Claim Formats in Third Party Claim Format Search Window Overview Elements in the Claim Format Search Window in Third Party EnterpriseRx Administrator User Guide 7.1 Produced in Cork, Ireland Contents-7

8 Using the Claim Format Search Window Adding a New Claim Format Claim Format Administration Window Overview Elements in the Claim Format Administration Window in Third Party Segment Elements Tables Specifying Claim Format Details Copying a Claim Format Adding a Claim Format Version Modifying or Removing a Claim Format Version Request Header Segment Request Patient Segment Request Insurance Segment Request Claim Segment Example: Submitting Other Amount Paid for Other Coverage Code Request Pharmacy Provider Segment Request Prescriber Segment Request COB/Other Payments Segment Request Workers Compensation Segment Request DUR/PPS Segment Request Pricing Segment Request Coupon Segment Request Compound Segment Request Clinical Segment Request Facility Segment Response Header Segment Response Message Segment Response Insurance Segment Response Status Segment Response Claim Segment Response Pricing Segment Response DUR/PPS Segment Response Prior Authorization Segment Field Formats for Claims Format Fields Specifying Field Formats for Claim Format Fields Field Format Window for Claims Elements in the Field Format Window in Claim Format Field Format Window Elements in the Format Edit Tab in Claim Format Field Format Window Specifying Field Length and Format Type Definition of Format String Patterns for Numeric Fields How the Format Definition is Applied Elements in the Field Mapping Tab in Claim Format Field Format Window Specifying Field Mapping Elements in the Qualifier Code Tab in Claim Format Field Format Window Specifying a Qualifier Code Elements in the Conditional Mapping Tab in Claim Format Field Format Window Elements in the Conditional Mapping Table in Claim Format Field Format Window Using the Conditional Mapping Tab Mapping the Other Coverage Code Expression Builder Window Elements in the Expression Builder Window in Claim Format Field Format Window Building or Modifying an Expression Contents-8 Produced in Cork, Ireland EnterpriseRx Administrator User Guide 7.1

9 Contents 16 Third Party Destination Administration Destination Administration Overview Destination Administration - Getting Started Elements in Destination Search Window in Third Party Using the Destination Search Window Destination Administration Window Overview Elements in the Destination Administration Window in Third Party Adding a New Destination Modifying Destination Information Third Party Plan Administration - Plan Structure Plan Administration - Plan Structure - Overview Plan Structure Additional Information Pharmacy Networks Groups Within a Plan Hierarchy, Rules, and Inheritance Copying Rules and Data Filters Between Levels and Groups Publishing a Plan and Plan Information Partial Setup, Modifying, or Removing a Plan or its Parts Basic Plan Structure and Hierarchy Getting Started or Picking up Where you Left Off Elements in the Third Party Plan Search Window Using the Third Party Plan Search Window Third Party Administration Window Overview Common Elements in the Third Party Administration Window Using the Actions Menu to Build a Structure Adding a Plan and Adding or Modifying Plan Information Plan Information Window Overview Elements in Plan Information Window in Third Party Adding a Plan and Specifying Overall Plan Information Modifying Plan Information or Deleting a Plan Copying a Plan in Third Party Linking a Network and Adding or Modifying Network Data Linking a Network to a Plan Network Information Window Overview Elements in the Network Information Window in Third Party Modifying Linked Network Information or Deleting a Linked Network Adding and Maintaining Groups in Third Party Adding a Group in Third Party Group Information Window in Third Party Elements in Group Information Window in Third Party Modifying Group Information or Deleting a Group in Third Party Copying a Group in Third Party Third Party Plan Administration - Setting Up Plan Administration - Setting Up Overview Setting Up a Plan - Additional Reference Information Using the Actions Menu for Third Party Plan Setup Working with Rules in Plan Administration Adding and Defining a Set of Rules for a Plan EnterpriseRx Administrator User Guide 7.1 Produced in Cork, Ireland Contents-9

10 Modifying or Removing a Set of Rules for a Plan Copying a Set of Rules or a Data Filter for a Plan Commonly Performed Tasks in Plan Administration Setting Up Pre-Edit Messages for a Plan Pre-Edit and Field Level Message Elements for a Plan Setting up Comparisons for a Plan Comparison Elements for a Plan Setting Up - Searching for Plan Information Viewing a Summary for a Set of Rules for a Plan Working with Data Filters for a Plan Data Filter Elements in Rule Windows in Third Party Elements in the Edit Data Filter Window in Third Party Using Parentheses in a Data Filter for Plan Setup Adding a Data Filter for a Rule Set for a Plan Modifying Data Filters for a Plan Publishing a Set of Rules or a Data Filter for a Plan Setting Up General Information for a Plan Network or Group General Information Window Overview for a Plan Elements in the General Information Window in Third Party Adding Plan Setup Rules for a Plan, Network, or Group Plan Setup Window Overview Elements in the Plan Setup Window in Third Party Plan Setup - General Overrides Elements Adding or Removing Reject Codes for a Plan Plan Setup - Medicare Elements Plan Setup - Post Adjudication Elements Compare Adjudicated Response to Drug Cost for a Plan Plan Setup Post Adjudication - Copay Window Elements Plan Setup Rx Fill Options - Max Number of Refills Window - Elements Plan Setup Rx Fill Options - First Fills Window Elements Plan Setup Rx Fill Options - Refills Window Elements DAW (Dispense as Written) Table for a Plan Elements in the DAW Table Window in Third Party Customizing the Dispense As Written Table Window for a Plan Adding Coverage Limits for a Plan Limits Window Overview for a Plan Elements in the Limits Window in Third Party Account and Member Elements for a Plan Deductible Elements for a Plan Treatment Authorization Request (TAR) Elements of a Plan Adding Billing Rules for a Plan, Network, or Group Billing Rules Window Overview Elements in the Billing Rules Window in Third Party Billing Rules Area 1 Elements Billing Rules Area 2 Elements Billing Rules Area 3 Elements Plan Rules & Claim Format Setup for COB Processing Other Payer ID Rules for a Plan SOAR Setup Using the COB/Other Payments Segment Itemized COB Setup Using the COB/Other Payments Segment Copay Only COB Setup Linking Claim Formats for a Plan, Network, or Group Contents-10 Produced in Cork, Ireland EnterpriseRx Administrator User Guide 7.1

11 Contents Claim Format Link Details Window Overview Elements in the Claim Format Link Details Window in Third Party Linking a Claim Format for a Plan Adding Data Rules for Plans, Networks, or Groups Data Window Overview for a Plan Elements in the Data Window in Third Party Editing Field Formats for a Plan Editing the Domain List for a Plan Specifying Optional Messages for a Plan Data Entry Elements for a Plan Cardholder Elements for a Plan Patient Third Party Elements Patient Elements for a Plan Prescriber Elements for a Plan Workers Compensation Elements for a Plan Additional Information Elements for a Plan X Fields Elements for a Plan Adding Formulary Rules for Plans, Networks, or Groups Formulary Window Overview for a Plan Elements in the Formulary Window in Third Party Formulary Billing Elements for a Plan Billing Quantity Conversion Example for a Plan Formulary Quantity Elements for a Plan Formulary Rx Fill Elements for a Plan Formulary Data Rules Elements for a Plan Linking a Processor to a Plan, Network, or Group Processor Information Window Overview Elements in the Processor Information Window in Third Party Linking a Processor for a Plan Third Party Administration - Other Tools Other Third Party Administration Tools - Overview Agency Type Administration in Third Party Agency Type Administration Window Overview Getting Started with Agency Type Administration Elements in the Agency Type Administration Window in Third Party Adding an Agency Type in Third Party Modifying or Removing an Agency Type in Third Party OCNA Administration in Third Party Getting Started with OCNA Administration OCNA Search Window Overview Elements in the OCNA Search Window in Third Party Using the OCNA Search Window in Third Party OCNA Administration Window Overview Elements in the OCNA Administration Window in Third Party Adding OCNA Information in Third Party Elements in the Add OCNA Information Window in Third Party Modifying or Removing OCNA Information in Third Party Global Settings Administration in Third Party Global Settings Window Overview Elements in the Global Settings Window in Third Party EnterpriseRx Administrator User Guide 7.1 Produced in Cork, Ireland Contents-11

12 Defining Auto Retry Settings in Third Party Defining Claim Processing Options in Third Party Modifying Global Settings in Third Party Viewing Claim Information in Third Party Elements in the Claim Search Window in Third Party Searching for Claims and Viewing Claim Details in Third Party Elements in the Claim Information View Window in Third Party DUR Administration DUR Overview DUR History DUR and Medi-Span DUR in the Administration Menu DUR in EnterpriseRx Workflow DUR After Adjudication in Workflow DUR Before Adjudication in Workflow DUR Configuration Starting DUR Configuration DUR Configuration Window Overview Setting Up Conflicts Tab Options in DUR Setting Up Compliance Screening in DUR Elements in Compliance Screening Window in DUR Setting Up Drug-Allergy Screening in DUR Elements in Drug-Allergy Screening Window in DUR Setting Up Drug-Disease Screening in DUR Elements in Drug-Disease Screening Window in DUR Setting Up Drug-Dose Screening in DUR Elements in Drug-Dose Screening Window in DUR Setting Up Drug-Drug Screening in DUR Elements in Drug-Drug Screening Window in DUR Setting Up Drug-Food Screening in DUR Elements in Drug-Food Screening Window in DUR Setting Up Duplicate Therapy Screening in DUR Elements in Duplicate-Therapy Screening Window in DUR Setting Up General DUR Screening in DUR Elements in General DUR Screening Window in DUR Setting Up Geriatric Precautions in DUR Elements in Geriatric Precautions Window in DUR Setting Up Drug Inclusion Lists in DUR Setting Up Lactation Precautions in DUR Elements in Lactation Precautions Window in DUR Setting Up Pediatric Precautions in DUR Elements in Pediatric Precautions Window in DUR Setting Up Pregnancy Precautions in DUR Elements in Pregnancy Precautions Window in DUR Setting Up Side Effects Screening in DUR Elements in Side Effects Screening Window in DUR Setting Up Database Tab Options in DUR Elements in the Database Tab in DUR Setting Up Patient Tab Options in DUR Elements in the Patient Tab in DUR Contents-12 Produced in Cork, Ireland EnterpriseRx Administrator User Guide 7.1

13 Contents Lactating ICD-9 Codes Pregnancy ICD-9 Codes Setting Up Patient Education Tab Options in DUR Elements in the Patient Education Tab in DUR Clinical Rule Maintenance Using the Clinical Rule Maintenance Window Condition Type Table Result Type Table Code Table Maintenance Setting Up Code List Maintenance Setting Up Code Set Maintenance Setting Up Code Type Maintenance Appendix A: DUR Check Date Calculation Method PRN Refills Check Date Calculation Method: Standard Check Date Calculation Method: Appendix B: DUR PDM Example Inventory Administration Inventory Administration Overview Starting Inventory Administration Inventory Adjustments Window Overview Elements in the Inventory Adjustments Window Adjusting Inventory in Inventory Administration Product Ordering Group Overview Product Ordering Group Administration Window Overview Elements in the Product Ordering Group Administration Window Product Ordering Group Preview Window Overview Adding a New Product Ordering Group Elements in Add Product Ordering Group Window Editing a Product Ordering Group Elements in Edit Product Ordering Group Window Removing a Product Ordering Group Adding Multiple Ordering Products to the Ordering Products Table Changing the Corporate Default Ordering Product in the Ordering Products Table Removing a Product from the Ordering Products Table Linking Facilities to Ordering Products in a POG Using the Suggested Equivalent Feature to Add Products to the POG Product Rules Table 752 Supplier Setup Window Overview Elements in the Supplier Setup Window Using the Add Supplier Window Add Supplier Window - Supplier Tab Elements in Add Supplier Window - Supplier Tab Add Supplier Window - Supplier Product List Tab Elements in Add Supplier Window - Supplier Product List Tab Add Supplier Window - Communication Setup Tab Elements in Add Supplier Window - Communication Setup Tab Add Supplier Window - Cost Updates Tab Adding a Supplier in Inventory Administration Editing a Supplier in Inventory Administration Purchasing Plan Setup Window Overview Business Rules for Purchasing Plans Overview EnterpriseRx Administrator User Guide 7.1 Produced in Cork, Ireland Contents-13

14 Elements in the Purchasing Plan Setup Window Evaluation Detail Window Overview Elements in the Evaluation Detail Window Add a Purchasing Plan Window Overview Elements in the Add a Purchasing Plan Window Add a Purchasing Plan Window - Purchasing Method Tab Add a Purchasing Plan Window - Inventory Item List Tab Add a Purchasing Plan Window - Evaluation Options Tab Adding a Purchasing Plan in Inventory Administration Editing a Purchasing Plan in Inventory Administration Purchasing Window Overview Elements in the Purchasing Window Preparing a McKesson Connect Purchase Order Receiving Window Overview Elements in the Receiving Window Substitution Administration Substitution Administration Overview System-generated Generic Substitution Lists Substitution List Rules for Multi-Source Brands Generic Substitution Administration Window Overview Overview of Product Search Windows in Substitution Searching for a Product in Substitution Creating and Maintaining a User-Defined Substitution List Overview for Creating a User-Defined Substitution List Elements in the User Defined List Tab in Substitution Adding Products to a User Defined Substitution List Removing Products From a User Defined Substitution List Creating and Maintaining a State Formulary List Elements in the State Formulary Tab in Substitution Commands in the Actions Menu in Substitution Adding Products to a State Formulary List Setting Effective & Termination Dates in Substitution Removing Products from a State Formulary List Creating and Maintaining a GPI Exclusions List in Substitution Elements in the Exclusions Tab in Substitution Adding GPIs to the Exclusions List Removing GPIs from the Exclusions List Accounts Receivable General and Account Defaults Setup Accounts Receivable General and Account Defaults Setup - Overview Accounts Receivable General and Account Defaults - Hierarchy Levels and Inheritance Starting A/R General Setup and Account Defaults Setup Using the Hierarchy Tree for General Setup and Account Defaults Setup Setting Up General Defaults Setting Up A/R Account Defaults Remittance Tab in the Accounts Receivable General Setup Window Elements in the Remittance Tab Accounts Receivable General Setup Window Manual Charge Tab in the Accounts Receivable General Setup Window Elements in the Manual Charge Tab in the Accounts Receivable General Setup Window Contents-14 Produced in Cork, Ireland EnterpriseRx Administrator User Guide 7.1

15 Contents Posting Tab in the Accounts Receivable General Setup Window Elements in the Posting Tab in the Accounts Receivable General Setup Window Reasons Tab in the Accounts Receivable General Setup Window Elements in the Reasons Tab in the Accounts Receivable General Setup Window Account Numbers Tab in the Accounts Receivable General Setup Window Elements in the Account Numbers Tab in the Accounts Receivable General Setup Window 836 Account Setup Tab in the Accounts Receivable Account Defaults Window Elements in the Setup Tab in the Accounts Receivable Account Defaults Window Messages Tab in the Accounts Receivable Account Defaults Window Elements in the Messages Tab in the Account Receivable Account Defaults Window Statements Tab in the Account Receivable Account Defaults Window Elements in the Statements Tab in the Account Receivable Account Defaults Window Facility Added Products Administration Facility Added Products Administration Overview Starting Facility Added Products Administration Facility Added Products Administration Window Overview Elements in the Facility Added Products Administration Window View the Facility Added Products List Review and Update Facility Added Products Deactivating a Product in Facility Added Products Administration Resetting the Local View Only Status in Facility Added Products Administration Print the List of Products in Facility Added Products Administration Clinical Rx Programs Administration Clinical Rx Programs Overview Enhanced Refill Processing (ERP) ERP Enrollment Status of Patients Medication Synchronization (Med Sync) with the Ateb Time My Meds Interface Accessing the Clinical Program Administration Window Using the ERP Tab in the Clinical Rx Programs Administration Window Elements in the Enhanced Refill Processing Window Overview of ERP Product Selection Rules Adding ERP Product Selection Rules Using the Med Sync Tab in the Clinical Rx Programs Administration Window Elements in the Med Sync Window Group Administration Search Group Administration Search Overview Starting the Group Administration Search Feature Group Search Window Overview Elements in the Group Search Window Searching for Groups Adding Groups Adding Patient Groups Editing or Removing Groups Editing Patient Groups EnterpriseRx Administrator User Guide 7.1 Produced in Cork, Ireland Contents-15

16 27 Partner Administration Partner Administration Overview Starting Partner Administration Health Systems Partner Administration Window Overview Elements in Health Systems Partner Administration Window Info Tab in Health Systems Partner Administration Elements in Info Tab in Health Systems Partner Administration Patient Settings Tab in Health Systems Partner Administration Elements in Patient Settings Tab in Health Systems Partner Administration Messages Tab in Health Systems Partner Administration Elements in Messages Tab in Health Systems Partner Administration Patient Match Tab in Health Systems Partner Administration Elements in Patient Match Tab in Health Systems Partner Administration Found with Patient ID Tab in Health Systems Partner Administration Elements in Found with Patient ID Tab in Health Systems Partner Administration Not Found with Patient ID Tab in Health Systems Partner Administration Elements in Not Found with Patient ID Tab in Health Systems Partner Administration Partner Options Tab in Health Systems Partner Administration Elements in Partner Options Tab in Health Systems Partner Administration Event Log Tab in Health Systems Partner Administration Elements in Event Log Tab in Health Systems Partner Administration Other Patient ID Program Administration Window Overview Elements in Other Patient ID Program Administration Window Info Tab in Other Patient ID Program Administration Elements in Info Tab in Other Patient ID Program Administration Patient Settings Tab in Other Patient ID Program Administration Elements in Patient Settings Tab in Other Patient ID Program Administration Adding a Health Systems Partner Adding an Other Patient ID Program Patient Match Guidelines for HL7 ADT Messages Pharmacy Prescriber Interface (PPI) Administration Pharmacy Prescriber Interface Overview PPI Network Registry and Directory Service Overview How to Link or Unlink Prescriber Addresses Rules for Linking PPI Prescriber Addresses Elements in PPI Prescriber Registry Search Window Elements in the PPI Prescriber Registry Window How to Override Network Settings for Prescribers How to View PPI Prescriber Network Registry Details How to Search for a Network Registry Facility in PPI Elements in PPI Facility Registry Search Window Competition Groups Administration Competition Groups Administration Overview Starting the Competition Groups Feature Elements in the Competition Groups Admin Window Adding a Competition Group Deactivating a Competition Group Code Reactivating a Competition Group Code Contents-16 Produced in Cork, Ireland EnterpriseRx Administrator User Guide 7.1

17 Contents 30 Transfer Pharmacy Administration Transfer Pharmacy Administration Overview Starting the Transfer Pharmacy Administration Feature Elements in the Pharmacy Search Window in Transfer Pharmacy Administration Searching for a Transfer Pharmacy Adding a Transfer Pharmacy Linking a Transfer Pharmacy to a Competition Group Deactivating a Transfer Pharmacy Reactivating a Transfer Pharmacy Transfer Reason Code Administration Transfer Reason Code Administration Overview Starting the Transfer Reason Code Feature Elements in the Transfer Reason Code Admin Window Adding Transfer Reason Codes Deactivating and Reactivating Transfer Reason Codes Deactivating a Transfer Reason Code Reactivating a Transfer Reason Code Central Fulfillment Product Blocking Central Fulfillment Product Blocking Overview Starting Central Fulfillment Product Blocking Central Fulfillment Blocking Window Overview Elements in the Central Fulfillment Blocking Window Blocking Products at the Central Fulfillment Facility EnterpriseRx Administrator User Guide 7.1 Produced in Cork, Ireland Contents-17

18 Contents-18 Produced in Cork, Ireland EnterpriseRx Administrator User Guide 7.1

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