PharmaClik Rx 1.4. Quick Guide

Transcription

1 PharmaClik Rx 1.4 Quick Guide

2 Table of Contents PharmaClik Rx Enhancements... 4 Patient Profile Image... 4 Enabling Patient Profile Image Feature... 4 Adding/Changing Patient Profile Image... 5 Editing a Patient Profile Image... 6 Deleting a Patient Profile Image... 7 Adding Rx Barcode to Drug Record Book Report... 8 Alberta Only: Authorized Prescribing Authority Qualification Validation... 9 Pre-populated Comments...10 Selecting Pre-Populated Comments in the Adaptation Form...10 Selecting Pre-Populated Comments in the Medication Review Form...10 Adding Additional Pre-Populated Comments...11 Adaptation Form Enhancements...12 Adding Consent to the Adaptation Form...12 Copying Adaptation Comments to Multiple Prescriptions...13 Custom MAR...14 Custom MAR Settings...14 Providing Users Access to Custom MAR...14 Setting Printer Preferences for Custom MAR...15 Creating a Custom MAR...16 Scheduling a Custom MAR...21 Editing a Saved Custom MAR...23 Modifying Report Preferences...23 Modifying Schedule Preferences...23 Deleting a Custom MAR...24 Deleting a Saved Custom MAR...24 Deleting a Scheduled print of a Custom MAR...24 Flagging Prescriptions as PRN...25 Medication Review (MR) Enhancements:...26 Medication Review Settings McKesson Canada, All rights reserved. Page 2 of 48

3 Providing Users Access to Patient Centre...26 Setting Medication Review Preferences...27 Patient Centre Workbench...28 Launching the Patient Centre Workbench...29 Removing a Medication Review from the Patient Centre Workbench...30 Printing a Medication Review Invitation Letter...31 Scheduling a Medication Review...32 From the Workbench > Prescriptions Tab...32 From the Workbench > Activities Tab...32 From Rx > Services...33 From the Eligibility Prompt...33 Deferring a Medication Review...34 Launching a Medication Review...35 From the Workbench > Prescriptions Tab...35 From the Eligibility Prompt...35 Completing a Medication Review...36 Viewing Condensed/ Detailed View of Medications...36 Excluding Medications from a Medication Review...37 Changing the Primary Prescriber...38 Adding Comments for the Physician Communication Letter...39 Adding Pharmacist Notes to a Medication Review...40 Viewing/Editing Pharmacist Notes in a Medication Review...41 Saving a Medication Review...42 Printing a Blank Medication Review...43 Printing or Faxing a Physician Communication Letter...44 Provincial Medication Review Enhancements...46 Alberta: Tobacco Cessation Review...46 British Columbia: Medication Review Interface...47 British Columbia: Adding DURs to a Medication Review McKesson Canada, All rights reserved. Page 3 of 48

4 PharmaClik Rx Enhancements PharmaClik Rx enhancements have been made in order to improve your workflow processes and make your day to day tasks as seamless as possible. Patient Profile Image The Patient Profile Image feature allows you to add an image to a patient s profile in PharmaClik Rx, allowing you to easily identify a patient when dispensing medications and/or conducting consultations. This feature enhances patient care and security. Enabling Patient Profile Image Feature To turn on the Patient Profile Image feature, do the following: 1. Select More > Pharmacy. 2. Select the Patient tab. 3. Select the Patient Image checkbox, located in the General section. 4. Select the Save button. NOTE: If you disable the Patient Image feature and re-enable the Patient Image feature in the future, any images previously saved to patient profiles will reappear McKesson Canada, All rights reserved. Page 4 of 48

5 Adding/Changing Patient Profile Image To add or change the patient profile image in the Patient Folder, do the following: 1. Search for and select a patient. 2. Select the patient image icon. The Patient Image window opens. 3. Select one of the following buttons: Browse: i. If you have the image saved locally on your computer, select the Browse button. The Select Attachment window opens. ii. Navigate to the folder that contains the image file you wish to attach to the patient s profile. NOTE: You can only select image files of the following type: jpeg, png, tiff, bitmap. iii. Select the Open button. The image appears in the View Patient Image window. Scan: i. If you have the patient s image (i.e. health card) that you wish to use as their profile image, place the image in the scanner and select the Scan button on the scanner. The image appears on your screen. NOTE: The Scan button will only be enabled if you have a scanner attached to your computer. 4. Adjust the image accordingly (i.e. brightness, contrast, etc.). 5. Select the OK button McKesson Canada, All rights reserved. Page 5 of 48

6 Editing a Patient Profile Image If you already applied an image to a patient s profile, but wish to adjust the properties (i.e. brightness, contrast, etc.) you can do so from the Patient Folder. 1. Search for and select a patient. 2. Select the patient image icon. The View Patient Image window opens. 3. Use the following buttons/ fields to adjust the image: Brightness Contrast Flip Mirror Crop Rotate 4. Select the OK button McKesson Canada, All rights reserved. Page 6 of 48

7 Deleting a Patient Profile Image If a patient no longer wishes to have their image on file on their patient profile, you can remove it from PharmaClik Rx. NOTE: Deleting the image following the instructions below will only remove the image from PharmaClik Rx. If you have the image saved locally on your computer (i.e. in your My Pictures folder) you must delete the photo from this location manually. 1. Search for and select a patient. 2. Select the patient image icon. The View Patient Picture window opens. 3. Select the Remove button. A validation prompt appears to confirm the deletion. 4. Select the Yes button. 5. Select the OK button to exit the Patient Picture window McKesson Canada, All rights reserved. Page 7 of 48

8 Adding Rx Barcode to Drug Record Book Report Users have the ability to add a barcode to each prescription on the Drug Record Report, allowing them to scan and attach the Drug Record Book to the specific patient and prescription rather than the entire batch, as shown in the sample Drug Record Book report below. To turn on the barcode feature for the Drug Record Book report, do the following: 1. Select More > Reports. 2. Select the Drug Record Book report. 3. Select the Next button. 4. From the Extended section, ensure the following checkboxes are selected: a. Pharmacy Copy b. Patient per Page c. Print Rx Barcode NOTE: The Rx barcode feature is only enabled for the Pharmacy Copy of the report. This feature will be disabled for the Facility Copy of the report. 5. Enter all other criteria for your report. 6. Select the Print or Preview button McKesson Canada, All rights reserved. Page 8 of 48

9 Alberta Only: Authorized Prescribing Authority Qualification Validation In Alberta, it is mandatory that pharmacists bill for special services (such as prescription adaptation, medication reviews, etc.) according to their Authorized Prescribing Authority (APA) qualification. When filling out the appropriate forms for billing, users will no longer see duplicate selections from the dropdown menu (i.e. APA vs Non-APA options). PharmaClik Rx will automatically display the appropriate selections (i.e. all APA options, or all Non-APA options) based on the pharmacist s APA qualification, as indicated in More > Pharmacy. To indicate a pharmacist has APA qualification, do the following: 1. Select More > Pharmacy. 2. Select the Security button. 3. Select the Additional Prescribing Authority checkbox located at the bottom. 4. Select the Save button McKesson Canada, All rights reserved. Page 9 of 48

10 Pre-populated Comments When completing an adaptation or medication review, users will have the ability to select from a list of pre-populated, commonly used comments, rather than typing them out manually. Selecting Pre-Populated Comments in the Adaptation Form To select from these pre-populated comments in the Adaptation Form, do the following: 1. Select Rx > Services > Adaptation. 2. Search for and select the prescription you wish to adapt. The Adaptation Form window opens. 3. Select the magnifying glass button next to the Info from the Pharmacist field. 4. Select the comments you wish to add and select the OK button. 5. Continue adapting the prescription as per normal process. Selecting Pre-Populated Comments in the Medication Review Form To select from these pre-populated comments in the Medication Review Form, do the following: 1. Select Rx > Services > Medication Review. 2. Search for and select the patient you wish to conduct a medication review for. The Medication Review window opens. 3. Select the Medication Record tab. 4. Select the magnifying glass button next to the Pharmacist Comments field. 5. Select the comments you wish to add and select the OK button. 6. Continue with your medication review process as per normal process McKesson Canada, All rights reserved. Page 10 of 48

11 Adding Additional Pre-Populated Comments Users will also have the ability to add additional, custom comments to the list. They will also have the option to customize whether the custom added comment is for the Adaptation Form, or the Medication Review Form. To add additional comments to your list of pre-populated comments, do the following: 1. Select More > List Maint. 2. Search for and select Pharmacist Comments from the dropdown menu. 3. If the comment already exists in the list then select the checkbox for which service you would like the comment to be visible in (i.e. Med Review and/or Adaptation) and continue to Step If the comment does not already exist in the list, then select the Add button. A new row appears. 5. Enter in a Code and Description for your comment. NOTE: The custom flag will automatically be flagged. This flag will help you identify which comments you have added in and which ones existed previously within PharmaClik Rx. You can only delete custom comments. 6. Select the checkbox for the service you would like the comment to be visible in (i.e. Med Review and/or Adaptation). 7. Select the OK button McKesson Canada, All rights reserved. Page 11 of 48

12 Adaptation Form Enhancements Adding Consent to the Adaptation Form The Adaptation Form will now have a consent dialogue, allowing the pharmacist to document who (patient or their representative) they provided details to regarding the risks and benefits associated with the adaptation. When consent is entered, the generated Adaptation Form that prints will display a disclosure statement at the bottom of the form, as shown below: NOTE: Entering consent in this dialogue is mandatory for all pharmacies in British Columbia and optional for all other provinces. 1. Select Rx > Services > Adaptation. 2. Search for and select the prescription you wish to adapt. The Adaptation Form window opens. 3. Select the Consent button. The Adaptation Consent window opens. 4. Select either the Patient or Representative button. NOTE: If you select Representative, you can type in the name of the representative, or you can search for and select another patient that exists locally in PharmaClik Rx. 5. Select the OK button. 6. Enter all other information in the form for the adaptation (i.e. Reason, Info From the Pharmacist etc.). 7. Select the Print or Fax button McKesson Canada, All rights reserved. Page 12 of 48

13 Copying Adaptation Comments to Multiple Prescriptions If multiple prescriptions are highlighted prior to selecting Rx > Services > Adaptation, then any text entered in the Information from Pharmacist field will be auto-populated in the same field for the other prescriptions when Print or Fax is selected. To copy your adaptation comments to multiple prescriptions, do the following: 1. Highlight all of the prescriptions you wish to adapt and wish to copy comments over to. 2. Select Rx > Services > Adaptation. 3. Enter in comments in the Info From the Pharmacist field. 4. Select the Print or Fax button. The comments will automatically be copied over to the other prescriptions you had highlighted in Step McKesson Canada, All rights reserved. Page 13 of 48

14 Custom MAR Pharmacies will now have the ability to provide a customizable Medication Administration Record (MAR) that can be tailored to the specific wants and needs of any nursing home or longterm care (LTC) facility. This report can be generated for any non-retail prescription and will list all prescriptions that are flagged as active on a patient s profile in PharmaClik Rx. NOTE: The Custom MAR report is for non-retail group patients only. Custom MAR Settings Providing Users Access to Custom MAR The administrator user has the ability to provide access to users to the Custom MAR report selection criteria to create and manage Custom MAR reports. 1. Log into PharmaClik Rx as the administrator. 2. Select More > Pharmacy. 3. Select the Security button. 4. Highlight the user you wish to provide MAR Custom report access. 5. Select the MAR Custom checkbox from the Report Description section. 6. Select the OK button McKesson Canada, All rights reserved. Page 14 of 48

15 Setting Printer Preferences for Custom MAR You can modify the printer settings from two locations: the Pharmacy settings, or from List Maintenance. The printer settings you can modify include: Default printer Default tray Default paper Prompt for printing (i.e. printing certain pages) To modify the printer settings from the Pharmacy settings, do the following: 1. Select More > Pharmacy. 2. Select the System tab. 3. Modify the printer settings for the report MAR Custom (i.e. default printer, tray, etc.). 4. Select the Save button. To modify the printer settings from List Maintenance, do the following: 1. Select More > List Maint. 2. Search for and select Reports from the dropdown list. The Select Default Printer window opens. 3. Modify the printer settings for the report MAR Custom (i.e. default printer, tray, etc.). 4. Select the OK button McKesson Canada, All rights reserved. Page 15 of 48

16 Creating a Custom MAR 1. Select More > Reports. 2. Select the MAR Custom report: All Reports > MAR Custom Groups > MAR Custom 3. Select the Next button. 4. Highlight the New Custom MAR report and select one of the following (both options take you to the Criteria tab): The Next button The Criteria tab CRITERIA TAB: 5. Select your criteria preferences for your Custom MAR. Mouse-over the fields in the image below for more information. NOTE: The start date and end date will default to the next calendar month. The Custom MAR Report in PharmaClik Rx, will automatically keep track of the calendar days based on the calendar year, including leaps years. If you wish to run your Custom MAR based on a certain # of days (i.e. 7 days), then you must enter the start date, and enter the number of days in the Days field. The Start and End dates will automatically be calculated based on the number that is entered, up to 35 days. MAR Complete: Partial: Follows Follows the the PMAR MAR column of of the Start the Group Group Date: Rx Status The Rx Status day Preferences you End wish Date: table. The table. By day Days: default, By TAR: Patient: Follows Runs the your TAR report column for of the the Group you Rx Runs wish your reporting your default, the Custom: MAR Doctor: non-retail reporting the Partial Selecting Complete Runs patient period includes this your specified. report to reporting MAR option begin. prescriptions includes enables for all period period with the the Status Preferences table. By default, the to TAR end. based on the # of days prescriptions following Custom Magnify group with Rx which the statuses: following launches A - Active group a pop-up Group: non-retail Runs patients your report for the for all specified. Regular Rx Report includes prescriptions with the Start and End Dates statuses: Dose, where doctor patients Cycle: W the Runs - A Active user - Active can specified. for your PRN the group report Regular customize Dose, specified. for Dose, O Wing: all the Active X Group - Active Runs will Non- Rx following Group Rx Statuses: X - Active your automatically report for all be calculated. External, Drug, Status patients P codes - First W in - which the Active Fill cycle Print are PRN specified. Only, to Dose, appear G - O Active - on Active the Non- External, C - First Fill Print Only patients External, in the V - wing specified. Drug, Government Custom Area: P Runs - MAR First your Regular report. Fill Print report The Dose, Only, for report R Floor: all C -- Active First will Runs generate Fill your Print report for all Active Government External. Only Government based patients External, on the in the PRN patients G area - Dose, Active specified. prescription N Government patients Active profile, on Regular the but floor specified. Dose, Government will print V - according Active Non-Drug, Government to the T - order Active External, as Treatment, set in R - the Z Copies: Number of Collate: copies If that - Active MAR Adjudicate column Government to on $0.00. the PRN Group number Dose, Rx of Status N copies - Active window. will print Government of the report. specified Non-Drug, is 1 >, T - collate Active option Treatment, Z - Adjudicate groups to $0.00. and prints all Page 1 s first, all Page 2 s second, etc McKesson Canada, All rights reserved. Page 16 of 48

17 STYLE TAB: 6. Select the Style tab. 7. Select your style preferences for your Custom MAR. Mouse-over the fields in the image below for more information. Group by Administration Blank Page Time/Compliance Only: Generates a Print Pharmacy Details Name, Dosage: Groups blank prescriptions Include Custom Patient MAR in the Info: with Custom This no is Address, only Phone/Fax: Includes Print MAR New in order Page of patient Per administration Adjust available Administration information. if 3-Hole the time, Blank Paper: similar Page Leaves detailed to information of the Time/Compliance the MAR by Dosage additional Dosage: option Report. is This selected. space (i.e. is all only patients This the Print left will dispensing side Doctor Line: pharmacy. Includes the Orientation: Select either Print available with PRNs an admin if on the New Group time of generate Page: the of by 10:00am MAR Administration All a prescriptions allowing blank will Custom be you dispensing that to MAR hole pharmacy direct Portrait or Landscape indicate are Time/Compliance grouped flagged together). as a PRN Dosage punch (no Medications will medications be without option grouped is are cutting selected. or together sorted admin off doctor s any times) phone line, as set in based on their dosage how the MAR should be on Generates a separate a new page page information. with from time; only the every rest therefore new patient of the a More > Pharmacy > Doctor Line. administration medication can time/compliance appear generated. Custom MAR. demographic on a report information. dosage. multiple times depending on the number of times per NOTE: Prescriptions must be flagged as PRN in day the medication should be administered to PharmaClik Rx (RX Detail > Extended tab) for the patient. this option to work as expected McKesson Canada, All rights reserved. Page 17 of 48

18 LAYOUT TAB: 8. Select the Layout tab. 9. Select your layout preferences for your Custom MAR. Mouse-over the fields in the image below for more information. Print Watermark Custom Report Dates: Each Header: day will be Modifies printed the in the title grid that as appears at X a watermark. Where the Dose top Not of each Given: page of the Print Patient Image: Prints Grid Shading: an Adds X Custom Print an Allows the Store MAR. boxes the Logo: By for default, Adds the the store image of the patient days header logo Report the in the title Period Pharmacy is MEDICATION to Header: selection in which of grid medication shading in should setting for Custom MAR not Column for all be patients dispensed. Shading: ADMINISTRATION every Facility Moves that patient. Allows the Alternate Name report specific to Header: RECORD. period to Moves the colours and contrast. (A colour the header Print facility Injection section name of Sites: to the the When report. header this have an image Days, column(s) on their Specific to be patient NOTE: Days shaded Only and one Stop in a printer is required to print image, in a either section option is of selected, the report. the following profile in PharmaClik Date designated settings colour Rx. Patient located and image in contrast. specified colour). the or Store Rx logo, can Dropdown Freeform: should appear footer section: be printed Options: This on Allows field becomes the MAR you Custom to select enabled one when Detail Enter Preview: the Administration Allows column you number to Details preview in the of field the 10 Grid footers, you Print A - select BUTTOCKS (GLUTEUS) LEFT, B Report. as Chart indicated the by Doctor Exception: below, Signature to This appear is footer for in the type window. adjacent Information to this option selections designate prior footer to printing. from section. the informational - BUTTOCKS column the The dropdown shading. maximum (GLUTEUS) purposes selection number only, RIGHT, above. should of C rows the LTC Insert Medbox (Remember that Rows: can facility - be to Allows ARM added enter request (DELTOID) the the is indicated correct Print this LEFT, option Weight, next D - to ARM to Pulse be each printed Rate & on Blood the Pressure: Additional insertion of Medboxes: up Custom specific to an footer additional (DELTOID) Allows MAR Print type: 6 RIGHT, report. This Nurse s section E - THIGH Signature allows & for Initial the LTC Box: Facility This column number and not the day to the administration addition Custom of time up to Row: rows. 99 (QUADRACEPES) empty Prints These section up record to allows an LEFT, additional a patient s the F - THIGH nurse(s) 3 rows weight, to sign pulse and rate, initial of the month). Multiple columns and Medboxes administration to -Comments which time added customizable rows (QUADRACEPES) at (1) will the for be tracking freeform blood RIGHT, pressure. purposes. text G can be can be made by adding a end empty. of the patient s entered. -Nurses MAR. This Signature ABDOMEN. will print (8) on every page in the comma, for example: 20, 21, report Nurse (A colour Check printer By, Signature, is required & Date (7) to print -Nurse in Signature, a specified Date, colour). & Time (7) -Doctor Signature & Free Form Text (6) -Pharmacist Signature (8) -Pharmacist Signature, Check By, & Date (7) -Check By & Date (7) -PACMED Checked (8) McKesson Canada, All rights reserved. Page 18 of 48

19 OPTIONS TAB: 10. Select the Options tab. 11. Select your preferences for your Custom MAR. Mouse-over the fields in the image below for more information. Show Not Include Filled : Prescriptions Displays a with No Display Drug Name As: The Not Show Filled PRN : Active watermark Displays Medications: a for PRN any If this Bold Patient option Name: is selected, Adds dropdown defaults to Rx Detail watermark Print prescriptions No Refills in that the Remaining: Medbox have not for been A MAR TaLL emphasis Enlarge Custom Patient the Report patient Name: will names Makes Setting, MaN however Drug Name: you If can this specify filled. any Prints prescriptions Qty: No Refills Prints the Remaining that quantity are if be of a generated option Include on the the Print patient for report Last a patient names for Name, easier who a First larger visibility. belongs Name: font the prescription is Drug selected, Description: drug Drug name Name If this to flagged prescription drugs Print Doctor being as PRN dispensed no Name: in longer PharmaClik Prints has to the the any Print Rx Drug will option to a Print on Will the Patient group, report print but Gender: the for does patient's easier The not visibility. have name print print Form: is Active on in selected, Prints the Tall MAR Man. the the Custom (The drug Drug Tall Report more patient. (RX prescribing Print Detail Start refills > Date: doctor s remaining. Extended Prints name tab). the form start Show for MaN description High each Print patient's the Admission Medications Last gender Name, Date: will on First be The the printed Name and Drug have Alert : drug Name will on be it print Prints the is accordingly. equivalent included a and to each date Print of prescription. Stop when Date: the Prints patient the started Custom end watermark patient the will MAR. patient's in the format. profile. patient's admission 'No information. Active date will Medications' be The Generic print below options that reads Drug the available High Name, DIN are and of the Print Therapeutic Class: Prints the as taking date of the when drug the prescribed. patient has Alert to such, prescription. in printed will in the print patient's same this Medbox as option (The prescription for will drug s the therapeutic class all for be each Drug stop taking the drug in prescribed. the first drugs Medication disabled, description that information. Name are in if flagged the the is set extended selection as in high the Colour drug on the Custom MAR. tab of of the box for the patient. Custom Sort: Allows for further Custom alert Trade in field in prescription. PharmaClik MAR & the report Innovator main Rx. sorting tab of Trade options. the drug is Each selection has the ability to sort by Ascending selected folder. option, If from no description the and previous you can is dropdown). available, the description will Insert/Add/Remove details for each section. remain blank). -Location: Sort by various Group locations, such as Room, Wing, Bed, etc. -Patient: Sort by various patient details, such as Name, Date of birth, etc. -Prescription: Sort by prescription details, such as Strength, Form, etc. 12. Select the Print, Preview or Save button located at the bottom. If you select the Save button, you must specify a Report Name and select the OK button. Your report will appear in the Saved Reports tab. NOTE: Saving your Custom MAR report will allow you to run it in the future without having to create your preferences/customizations again. The saved Custom MAR will also automatically set the next subsequent report dates based on your original selection. Your completed report will print with all your customizations (sample Custom MAR report shown below on the following page) McKesson Canada, All rights reserved. Page 19 of 48

20 2015. McKesson Canada, All rights reserved. Page 20 of 48

21 Scheduling a Custom MAR Once you have created and saved a Custom MAR, you can schedule it to run automatically and have a copy printed out, ready for you to send to the Long Term Care facility. To schedule your Custom MAR, do the following: 1. Select More > Reports. 2. Select the MAR Custom report: All Reports > MAR Custom Groups > MAR Custom 3. Select the Next button. 4. Select your saved Custom MAR from the Saved Reports tab. 5. Select the Schedule button. The Report Scheduler Wizard opens. Choose a Schedule Report Frequency. 6. Select how often you would like the report to run. 7. Select the Next button. 8. The Report Schedule Timing window opens. For Weekly, Bi-Weekly or Monthly frequencies highlight a day on the left side of the window. Select date of when the report is expected to run. 9. Enter in the following details for when you would like the saved Custom MAR to be generated: Time: If required, change the Time. First Date: Enter the First Date that the report will be generated. This date should fall on the same day of the month that you just highlighted. Last Date: Enter the Last Date that the report will be generated. This field is optional. Active: Makes scheduled the report active, and ready for generation. 10. Select the Next button. 11. The Report Schedule Name and Report Schedule Output window opens. If desired, update the Scheduled Report Name. The Report Schedule Output will always be set as, To a printer. 12. By default, the print Generation returned no rows message option will be selected. This will notify you if the scheduled Custom MAR had no data to print based on your criteria. 13. Select the Next button McKesson Canada, All rights reserved. Page 21 of 48

22 14. Review the information in the Report Confirmation window. If changes are required, press the Previous function button to return to previous windows to make any adjustments. 15. Once the details of the scheduled Custom MAR have been reviewed, select the Finish button. Your scheduled Custom MAR report will appear in the Scheduled section of the Select a Report Window of PharmaClik Rx Reports. The Custom MAR report will be updated in the Reports Directory with a clock icon to reflect that this report has been scheduled to print McKesson Canada, All rights reserved. Page 22 of 48

23 Editing a Saved Custom MAR If you saved your Custom MAR, but wish to make changes to some of the preferences you selected, you can do so by editing the Custom MAR. You can also modify any scheduling preferences you selected. Modifying Report Preferences To edit the report preferences for a saved Custom MAR, do the following: 1. Select More > Reports. 2. Select the MAR Custom report: All Reports > MAR Custom Groups > MAR Custom 3. Select the Next button. 4. Select your saved Custom MAR that you wish to modify the preferences for from the Saved Reports tab. 5. Select the Next button. 6. Modify your report preferences for the Custom MAR by navigating the following tabs: Criteria Style Layout Options 7. Select the Save button. A validation prompt appears. 8. Select one of the following: Save: To save your changes to the current report. Save As: To save your changes as a new report. Modifying Schedule Preferences To edit scheduling preferences for a scheduled Custom MAR, do the following: 1. Select More > Reports. 2. Select the Scheduled section of the Select a Report Window of PharmaClik Rx Reports. 3. Select your scheduled report and select the Next button. 4. Modify your scheduling preferences for the Custom MAR by navigating the following tabs: Timing Output NOTE: The other tabs for the Custom MAR will be visible, but cannot be modified. Select the Save button McKesson Canada, All rights reserved. Page 23 of 48

24 Deleting a Custom MAR If you saved a Custom MAR that your pharmacy no longer wishes to use, you can delete it from your MAR Custom > Saved Reports tab. Deleting a Saved Custom MAR To delete a saved Custom MAR, do the following: 1. Select More > Reports. 2. Select the MAR Custom report: All Reports > MAR Custom Groups > MAR Custom 3. Select the Next button. 4. Select the Custom MAR report you wish to delete. 5. Right-click the highlighted Custom MAR Report and select the Delete option. A validation prompt will appear. 6. Select the Yes button. NOTE: Deleting the Custom MAR will also delete any scheduled print runs associated with that particular report. Deleting a Scheduled print of a Custom MAR To delete a scheduled print run assigned to a Custom MAR, do the following: 1. Select More > Reports. 2. Select the Scheduled section of the Select a Report Window of PharmaClik Rx Reports. 3. Select the scheduled report you wish to delete. 4. Right-click the highlighted report and select the Delete option. A validation prompt will appear. NOTE: You can delete active and inactive scheduled reports. 5. Select the Yes button. NOTE: Deleting a scheduled Custom MAR report from the Scheduled section of the Select a Report Window of PharmaClik Rx Reports, will only delete the print schedule McKesson Canada, All rights reserved. Page 24 of 48

25 Flagging Prescriptions as PRN The Custom MAR allows you to customize how the report prints, including customizations that are specific to PRN prescriptions. In order to take advantage of PRN customization on the Custom MAR, you must ensure the PRN checkbox is selected for all PRN prescriptions. To flag the PRN checkbox for a prescription, do the following: 1. Open the incomplete prescription in RX Detail. 2. Select the Extended tab. 3. Select the PRN checkbox. 4. Continue filling the prescription, as per normal process. NOTE: If you include the PRN code in your SIG, the PRN checkbox is automatically checked in the Extended tab of the prescription. For example, the SIG will need to be entered as: T 1 TAB HS PRN McKesson Canada, All rights reserved. Page 25 of 48

26 Medication Review Settings Medication Review (MR) Enhancements: From the Medication Review Settings you can modify who has access as well as indicate your pharmacy and user preferences for the medication review. Providing Users Access to Patient Centre All authentication for the MR has been moved from the Housekeeping checkbox to the Patient Centre Access checkbox. In order for a user to have access to the MR, this checkbox must be selected. To provide user access to Medication Review, do the following: 1. More > Pharmacy > Security. 2. Highlight a user. 3. Select the Patient Centre Access checkbox located in the Access section. 4. Select the OK button. If a technician user has Patient Centre Access, then upon logging on to the Medication Review they must select a pharmacist to link their login to. A technician user has access to edit and modify all fields McKesson Canada, All rights reserved. Page 26 of 48

27 Setting Medication Review Preferences All Medication Review Preferences can be set from the Patient-Focused Services Preferences window. 1. Select More > Pharmacy. 2. Select the Services button located at the bottom. The Patient-Focused Services Preferences window opens. 3. From the Pharmacy tab, enter your preference for the following: # of Days to Defer Eligibility Prompting # of Months to Retrieve Medications to appear on the review Print Drug Image 4. From the User tab, enter your preference for the following: Suppress Med Review Eligibility (prompting) Suppress Med Review Login (automatically launch Medication review without entering credentials) 5. Select the OK button McKesson Canada, All rights reserved. Page 27 of 48

28 Patient Centre Workbench The Patient Centre Workbench will contain 2 tabs: Activities tab (previously known as the To Do tab) and Pending tab. The Pending tab will be further subdivided in to two tabs: To Do Status tab and In Process Status tab. The To Do Status tab will only contain reviews that were deferred and the In Process Status tab will contain reviews that were saved. The Workbench will also contain a Search toolbar, allowing you to search the tabs for medication reviews that were scheduled, deferred, or saved. As you type your search criteria in the Search toolbar, only the medication reviews that meet your criteria will remain visible on the Workbench. NOTE: In your Activities tab, the following symbol that are scheduled at the same time. will appear next to any appointments McKesson Canada, All rights reserved. Page 28 of 48

29 Launching the Patient Centre Workbench To launch the Patient Centre Workbench, do the following: 1. From the PharmaClik Rx Workbench, select the Prescriptions tab. 2. Select the Medication Review icon located at the bottom of the screen. The Medication Review window appears. NOTE: If you have any medication reviews pending to be completed (in your To Do tab), then this icon will have a notification to indicate the number of reviews in the To Do tab. 3. Select the Workbench button. The Patient Centre Workbench opens. NOTE: If your preference for Suppress Med Review Login is set to No, then you will be prompted to log into the medication review first, then be redirected to the Workbench. 4. Navigate between the Activities tab and the Pending tab. The Pending tab will be further subdivided in to two tabs: To Do Status tab and In Process Status tab. The To Do Status tab will contain any reviews that were deferred The In Process Status tab will contain any reviews that were saved but not completed McKesson Canada, All rights reserved. Page 29 of 48

30 Removing a Medication Review from the Patient Centre Workbench If you have deferred or saved a medication review, it will appear on the Patient Centre Workbench under the Pending tab. If you no longer wish to continue with the medication review (i.e. patient cannot make their appointment, or patient changes their mind, etc.), then you can remove the medication review from the Workbench. To remove a deferred or saved medication review from the Patient Centre Workbench, do the following: 1. Launch the Patient Centre Workbench. 2. Search for and select the medication review you wish to delete. 3. Select the checkbox next to the patient name. 4. Select the Remove button located at the bottom of the window. A validation prompt will appear. 5. Select the Yes button. The medication review will be deleted McKesson Canada, All rights reserved. Page 30 of 48

31 Printing a Medication Review Invitation Letter When a patient is eligible for a medication review and your pharmacy has the Patient Eligibility prompts feature turned on, you can select the prompt and choose to print a medication review invitation letter, inviting your patient to reap the benefits of a review. The invitation letter will: be addressed directly to your patient contain details regarding the benefits of completing a review be signed off with the name of the pharmacist logged into PharmaClik Rx contain store details (logo, address, number, fax) The invitation letter will appear similar to the following invitation letter: To print a medication review invitation letter, do the following: 1. From the Patient Folder or in Rx Detail, click on the prompt that appears. The PharmaClik Rx Medication Review window appears. 2. Select the Print button. The Select Printer window appears. 3. Select the printer you wish to print to and select the OK button McKesson Canada, All rights reserved. Page 31 of 48

32 Scheduling a Medication Review A Medication Review can be scheduled from the following 4 locations in PharmaClik Rx: 1. From the Workbench > Prescriptions tab. 2. From the Workbench > Activities tab. 3. From Rx > Services > Med Review. 4. From the Patient Focused Services eligibility prompt. The Medication Review activity will be created and displayed on the PharmaClik Rx Workbench > Activities tab, and the Patient Centre Workbench > Activities > To Do tab. From the Workbench > Prescriptions Tab 1. From the Workbench, select the Prescriptions tab. 2. Select the Medication Review icon located at the bottom of the screen. The Medication Review window appears. 3. Select the Schedule button. The Select Patient window appears. 4. Enter the patient name and select the OK button. The PharmaClik Rx window appears with the Activity Type, the Review Type, and the Patient fields auto-populated. 5. Enter the scheduled date and time that the review will be conducted In the Activity section. 6. Select the initials of the pharmacist who will perform the medication review from the Assigned To dropdown list. 7. Enter any additional information. 8. Select the OK button. From the Workbench > Activities Tab 1. From the Workbench, select the Activities tab. 2. Select the New button. The PharmaClik Rx Activity window appears. 3. Select the Medication Review from the Activity Type dropdown list. 4. Select the type of medication review from the Review Type dropdown list. 5. Enter the scheduled date and time in the Scheduled Date and Scheduled Time fields. 6. In the Link section, select the Patient radio button and enter the patient name. 7. Select the initials of the pharmacist who will be performing the review from the Assigned To dropdown list. 8. Enter the other required information in the relevant fields. 9. Select the OK button McKesson Canada, All rights reserved. Page 32 of 48

33 From Rx > Services 1. From the Workbench, select Rx > Services > Med Review. The Medication Review window appears. 2. Select the Schedule button. 3. Select the Medication Review type. The Select Patient window appears. 4. Enter the patient name and select the OK button. The PharmaClik Rx window appears with the Activity Type, the Review Type, and the Patient fields auto-populated. 5. Enter the scheduled date and time that the review will be conducted In the Activity section. 6. Select the initials of the pharmacist who will perform the medication review from the Assigned To dropdown list. 7. Enter any additional information. 8. Select the OK button. From the Eligibility Prompt 1. From the Patient Folder or in Rx Detail, select the eligibility prompt that appears. 2. Select the Schedule button. The PharmaClik Rx Activity window appears with the Activity Type, the Review Type, and the Patient fields auto-populated based on your previous selections. 3. Enter the scheduled date and time for the review in the Activity section. 4. Select the initials of the pharmacist who will be conducting the review from the Assigned To dropdown list. 5. Enter any comments in the Comment field, if required. 6. Select the OK button McKesson Canada, All rights reserved. Page 33 of 48

34 Deferring a Medication Review When a patient is eligible for a medication review and your pharmacy has the Patient Eligibility prompts feature turned on, you can action the prompt and choose to defer the medication review until a later date/time. When deferred, the medication review will be added on the Patient Centre Workbench > Pending tab for you to complete in the future. If you defer a medication review and do not do anything for days (depending on your preferences set in More > Pharmacy > Services), then the medication review will be removed from the Pending tab and PharmaClik Rx will continue to prompt you of the patient s eligibility. To defer a medication review, do the following: 1. From the Patient Folder or in Rx Detail, click on the prompt that appears. The PharmaClik Rx Medication Review window appears. 2. Select the Defer button. NOTE: The Alerts section of the Patient Folder will indicate that a medication review was deferred for the patient, as shown below McKesson Canada, All rights reserved. Page 34 of 48

35 Launching a Medication Review If a patient is in your pharmacy and wishes to complete a medication review right then, you can launch their medication review immediately from the Prescriptions tab and the Eligibility Prompt. From the Workbench > Prescriptions Tab 1. From the Workbench, select the Prescriptions tab. 2. Select the Medication Review icon located at the bottom of the screen. The Medication Review window appears. 3. Select the Launch button. 4. Select the Medication Review type you wish to launch (i.e. Annual). The Select Patient window appears. 5. Search for and select the patient you wish to complete a review for. The Medication Review launches. From the Eligibility Prompt 1. From the Patient Folder or in Rx Detail, select the eligibility prompt that appears. 2. Select the Launch button. The Medication Review launches McKesson Canada, All rights reserved. Page 35 of 48

36 Completing a Medication Review Once you have launched the medication review, you can begin completing your review with your patient. The enhancements below will make completing the review as seamless as possible. Viewing Condensed/ Detailed View of Medications In the Medication Record tab, you can now expand and condense the information displayed for each prescription listed. This will allow the pharmacist conducting the review to select which prescriptions they would like to see more information for, and which they do not. NOTE: You can only expand and condense the information displayed for each prescription when in the Condense view in the Medication Record tab, not the Detailed view. 1. Launch the medication review. 2. Select the Medication Record tab. 3. Select the Condense button at the top. NOTE: By default, the Medication Record tab will display the Detailed view. The expand and condense buttons for each prescription are only available in the Condense view. 4. Use the expand and condense buttons to view the medication information. 5. Continue completing the medication review, as per normal process McKesson Canada, All rights reserved. Page 36 of 48

37 Excluding Medications from a Medication Review In order to get the Best Possible Medication History (BPMH) for a patient when completing a medication review, users have the ability to exclude medications from the review, such as alcohol swabs, lancets, or aerochambers for example. This will ensure that the generated medication review record is reflective of the patient s active medication. To exclude prescriptions from the medication review, do the following: 1. Launch the medication review. 2. Select the Medication Record tab. 3. Select the Exclude checkbox for the medication you do not wish to include in the medication review. 4. Continue completing the medication review, as per normal process. NOTE: Any medications that have the Exclude checkbox selected will not appear in the generated Medication History reports, but will continue to display in the Active view of the Medication Record tab McKesson Canada, All rights reserved. Page 37 of 48

38 Changing the Primary Prescriber The Prescriber tab in a medication review will contain information pertaining to the patient s primary doctor, as indicated in PharmaClik Rx (Patient Folder > Preferences tab). If the patient file does not indicate a primary doctor, the Prescriber tab will contain information for the most commonly used prescriber for the patient. The prescriber selected in the Prescriber tab is the doctor that the Physician Communication Letter will be addressed to. Users will have the ability to change the prescriber by searching and selecting the desired prescriber from the Prescriber tab. To change the primary prescriber, do the following: 1. Launch the medication review. 2. Select the Prescriber tab. The current prescriber s information appears on top. 3. Select the Change button. The Change Prescriber window appears. 4. Enter search criteria for the prescriber you wish to select and select the Search button. 5. Highlight the prescriber from the list of returned results. 6. Select the Select button. 7. Continue completing the medication review, as per normal process McKesson Canada, All rights reserved. Page 38 of 48

39 Adding Comments for the Physician Communication Letter The Prescriber tab provides pharmacies with a platform to be able to document and communicate actions with the patient s primary physician. The Physician Communication Letter will be addressed to the physician displayed in the Prescriber tab, and will contain all of the information entered in the Prescriber Communication section, as shown below. In Ontario, the Prescriber tab will appear similar to the following when the Opinion checkbox is selected for at least 1 prescription in the Medication Record tab: In all other provinces, the Prescriber tab will appear similar to the following: To add comments to the Physician Communication Letter, do the following: 1. Launch the medication review. 2. Select the Prescriber tab. 3. Select the appropriate checkboxes from the Prescriber Communication section. 4. Enter in any information you wish to relay to the patient s prescriber in the Additional Notes section. 5. Continue completing your medication review as per normal process McKesson Canada, All rights reserved. Page 39 of 48

40 Adding Pharmacist Notes to a Medication Review The Pharmacist Notes tab allows pharmacies to enter non-patient facing notes. Anything entered in this tab does not get printed on the generated medication review forms, or display elsewhere. Even after the medication review has been completed, pharmacies will still have the ability to access this tab to enter or modify their notes. These notes also get carried forward to all future conducted medication reviews. Users can also view previous notes entered in the Pharmacist Notes field from previous medication reviews. All previous notes appear below under the section Previous Notes. The details displayed include the date it was entered, the user who entered the note, and the note itself. To add pharmacist notes to a medication review, do the following: 1. Launch the medication review. 2. Select the Pharmacist Notes tab. 3. Enter in your note in the textbox. NOTE: Your note can be a maximum of 2000 characters. 4. Select the Add Note button. 5. Continue completing the medication review, as per normal process McKesson Canada, All rights reserved. Page 40 of 48

41 Viewing/Editing Pharmacist Notes in a Medication Review Once a medication review has been completed, pharmacies will still have the ability to access the Pharmacist Notes tab to view or modify their notes. All previous notes appear below under the section Previous Notes. The details displayed include the date it was entered, the user who entered the note, and the note itself. To view/edit the Pharmacist Notes after a medication review has been completed, do the following: 1. Search for and select the patient in PharmaClik Rx. 2. Select the Consult tab. 3. Select the Med Review button. 4. Select the Pharmacist Notes tab. 5. If you modify the notes, select the Save button McKesson Canada, All rights reserved. Page 41 of 48

42 Saving a Medication Review If conducting a medication review, users have the ability to save their progress and come back to the review at a later date or time. The saved medication review will appear on the Pending tab > In Process Status tab. NOTE: You must select the Save button in order to have the medication review in the Pending tab > In Process Status tab. If you do not select the Save button and close the medication review window, the review will not be saved and you will have to start over again. To save a medication review, do the following: 1. Launch the medication review. 2. Enter information into the medication review, as per normal process. 3. Select the Save button. 4. Select the Close button. 5. Select the Pending tab > In Process Status tab. The saved medication review will appear McKesson Canada, All rights reserved. Page 42 of 48

43 Printing a Blank Medication Review 1. Launch the medication review. 2. Select the Print Blank button. The Print Options window opens. 3. Select the checkboxes next to the forms you wish to print. 4. From the Printer section, select the printer you wish print to. 5. From the Paper Source section, select the tray the printer should use paper from. 6. Select the OK button McKesson Canada, All rights reserved. Page 43 of 48

44 Printing or Faxing a Physician Communication Letter Upon completion of a medication review, you may choose to send the result of the review to the patient s family doctor or prescriber. You can either print or fax a physician communication letter, which will include important details pertaining to the review. NOTE: In Ontario, this feature will only be available if at least one of the medications in the review is flagged as an OPINION. In Ontario, the letter will appear similar to the following: In all other provinces, the letter will appear similar to the following: McKesson Canada, All rights reserved. Page 44 of 48

45 To print or fax a Physician Communication Letter, do the following: 1. Upon completion of a medication review, select the Print button. The Print Options window appears. 2. Select either the Print or Fax checkbox for the Physician Communication Form option. NOTE: In Ontario, the Physician Communication Form option will only be available if at least one of the medications in the review is flagged as an OPINION. 3. Select the OK button McKesson Canada, All rights reserved. Page 45 of 48

46 Provincial Medication Review Enhancements Province-specific enhancements have been made in PharmaClik Rx 1.4. Alberta: Tobacco Cessation Review In Alberta, the Tobacco Cessation Review has been enhanced to include the following sections in the Patient tab of the medication review: Current Pattern of Tobacco Use Readiness to Change/Quit Previous Quit Attempts Smoking Cessation Strategies Treatment Plan Comments These sections will permit a pharmacist to conduct a thorough review in regards to the patient s tobacco use and use that information to provide appropriate treatment options McKesson Canada, All rights reserved. Page 46 of 48

47 British Columbia: Medication Review Interface The following minor enhancements have been made to PharmaClik Rx for the province of British Columbia: DTP (Drug Therapy Problem) has now been renamed to MMI (Medication Management Issue) in PharmaClik Rx and all generated reports. The Action field has been renamed to Professional Notes. The following fields are not required when adding an MMI. - Follow-up - Notification McKesson Canada, All rights reserved. Page 47 of 48

48 British Columbia: Adding DURs to a Medication Review When completing a medication review in British Columbia, users have the option to add DURs to the review in order to have a complete list that is reflective of the medications the patient is taking. NOTE: DURs added in PharmaClik Rx and during the medication review do not get transmitted to PharmaNet. To add a DUR to a medication review, do the following: 1. Launch the medication review. 2. Select the Medication Record tab. 3. Select the + New DUR button. 4. Search for and select the drug. 5. Enter in the following details regarding the DUR (required): Start Date Qty DS SIG NOTE: The Start Date field will be auto-populated with the current date. 6. Select the OK button McKesson Canada, All rights reserved. Page 48 of 48