8.0 release notes

8/2/2019 8.0 Release Notes

1/101

Last Updated: January 1, 2009

Kroll Windows

Release Notes 8.0The following document outlines the enhancements

made to Kroll Windows Version 8.0.


2/101

Table of ContentsGeneral Functionality ...................................................................................................................... 1

Allergy and Condition Codes ....................................................................................................... 1

Add New Rx to ToDo Tab ............................................................................................................. 2

Patient Inactivation ..................................................................................................................... 5

Print Screen ................................................................................................................................. 5

Users ............................................................................................................................................ 5

Plans ............................................................................................................................................ 6

Accounts Receivable .................................................................................................................... 6

Drug Update Utility ...................................................................................................................... 7

Drug Export Utility ..................................................................................................................... 10

Drug Card ................................................................................................................................... 13

Rx Card ....................................................................................................................................... 13

Include in Narcotic Report ..................................................................................................... 13

Plan Sequence ....................................................................................................................... 14

Vendor ....................................................................................................................................... 15

New Vendor Options for Kohl and Frisch .............................................................................. 15

Owe Label Sequence ................................................................................................................. 16

Dot Matrix Strip Label............................................................................................................ 16New Configuration Options ........................................................................................................... 17

Ordering..................................................................................................................................... 17

Drug Card Min/Max Fields ..................................................................................................... 17

Order Price Warning .............................................................................................................. 17

Supplier Information Warning ............................................................................................... 18

Barcode and Label Positioning .................................................................................................. 19

Rx Tab ........................................................................................................................................ 20

Narcotic Numbers for Targeted Drugs .................................................................................. 20

Copying an Rx Marked as Mistake ......................................................................................... 21

Deduct Inventory for Not Dispensed Rxs .............................................................................. 23

Pricing for No Sub Prescriptions ............................................................................................ 24

Labels ......................................................................................................................................... 24


3/101

Watermark Darkness ............................................................................................................. 24

Label Printing by Prescription Status ..................................................................................... 26

Hardcopy ............................................................................................................................... 27

Vial Copy and Receipt ............................................................................................................ 30

Adjudication .................................................................................................................................. 32

Copay Adjustment ..................................................................................................................... 32

Patient ........................................................................................................................................... 34

Prompt to Complete Delivery Order ..................................................................................... 34

Hide Cancels in Active Profile (Shift+F5) ............................................................................... 35

ToDo Tab ....................................................................................................................................... 36

Treat To Do Items due on or Before ...................................................................................... 36

Security .......................................................................................................................................... 37

Log On Hand Changes ................................................................................................................ 37

Log if Refill is Early/Late............................................................................................................. 39

Drug ............................................................................................................................................... 42

Allow Changes to Mixtures with Rx Usage ................................................................................ 42

Drug/ Mixture Search ................................................................................................................ 42

Report Changes ............................................................................................................................. 44

Profit Loss Report ...................................................................................................................... 44

Eligibility/Physician List ............................................................................................................. 45

Plan Summary Report ................................................................................................................ 45

Auto Dispenser Reports ............................................................................................................. 46

Compliance Report .................................................................................................................... 47

New Style ............................................................................................................................... 49

Style 1 Large .......................................................................................................................... 49

Style 3 .................................................................................................................................... 50

Dispill Report ............................................................................................................................. 53

Comments Reports .................................................................................................................... 56

Rx Summary Report ................................................................................................................... 57

Do Not Print Cancelled Rxs .................................................................................................... 57

Show Cancelled Comments ................................................................................................... 58

Time Distribution Report ........................................................................................................... 60


4/101

Patient Medication Chart .......................................................................................................... 62

Narcotic Report ......................................................................................................................... 62

Drug Inventory Listing ............................................................................................................... 64

Rx Totals and End of Day Label .................................................................................................. 66

Claims Invoice Report ................................................................................................................ 68

Doctor Authorization Report ..................................................................................................... 71

Future Usage Report ................................................................................................................. 73

Rx Transfer Report ..................................................................................................................... 73

Medical Expense Invoice Report ............................................................................................... 75

Nursing Home Reports .................................................................................................................. 77

Universal MAR ........................................................................................................................... 77

Allergies and Conditions ........................................................................................................ 77

Passtime Notes ...................................................................................................................... 79

Summary Section ................................................................................................................... 82

Dot Matrix Reports .................................................................................................................... 86

MAR and TMRs ......................................................................................................................... 86

Plain Paper MAR ........................................................................................................................ 87

Datagraphic MAR (laser) ........................................................................................................... 90

Hardcopy and Batch Hardcopy Report ...................................................................................... 90

Medication Reconciliation Report ............................................................................................. 92

Kroll Helpdesk Information ........................................................................................................... 96

Head Office Toronto ............................................................................................................... 96

Western Canada Edmonton ................................................................................................... 96

Eastern Canada Dartmouth .................................................................................................... 96


5/101

KROLL WINDOWS RELEASE 8.0

In the ever changing world of Pharmacy Kroll remains the constant as our focus is and always

will be on customer satisfaction.

Kroll is pleased to take this opportunity to introduce to you Release 8.0. New and exciting

features come with our new release. These additions to the software have been implemented to

allow increased productivity, efficiency, and customer adaptability. We understand that not

everyone uses the same features in the system therefore we provide versatility. Kroll also works

hard to simplify complex tasks to allow the pharmacist to spend their time where it

matterswith their patients.

This year has been very busy for Kroll with the ever changing profession of pharmacy practice.We would like to take the time to thank you for your continuing support. At Kroll, we thrive on

doing what is in the best interest of the customer. In order to provide you with versatile features

and functions, our software is evolving on a daily basis to better serve you and your needs. Since

our beginning, we have always been leaders and innovators with our Pharmacy Management

Software and we promise to continue to do so for years to come.


6/101

Kroll Windows Release Notes 8.0

March 2009 Version 8.01

General Functionality

Allergy and Condition Codes

In Version 8 new allergy and condition codes have been introduced. These new allergies and conditions

allow a more specific entry when applying to the patients file. In comparison to the prior allergies and

conditions there are many more entries so a new method to search has been implemented allowing for

more robust and targeted searching. Searches can be performed to return results that Starts with or

Contains the criteria specified. Allergies and Conditions are based on Allergy Group, Branded Medication

and Ingredient. When selecting Medical Conditions FDB codes can be used, as they were in version 6.2,

or the new ICD-10-CA codes, which offer more specific indicators, are available.

Figure 1 Allergy Search


7/101



Figure 2 Condition Search

Add New Rx to ToDo Tab

In efforts to improve productivity the capability to add a new prescription to the ToDo tab from the

Patient Card has been introduced. This is a helpful time saving function that allows for quick entry ofnew prescriptions to be completed at a later time. This functionality is accessible from the Patient Card

under Patient MenuAdd New Rx ToDo.

A script image may also be attached to the prescription with the use of a scanner. This function can be

accessed in the Patient Menu Scan Script or in the Utilities Menu Scan Script

After selecting to option from the menu the Add New Rx to ToDo window will open. From this window

the following actions can be performed:

Scan in a prescription image. Set a Wait Time for the prescription. Enter in all required prescription information.


8/101



Figure 3 Add New Rx ToDo

Once all required information has been entered, clicking on the Add Rx button located at the bottom

left of the screen will generate a prompt:

Figure 4 New Rx ToDo Added

The following six selections are available:

Add another Rx for the same patient and Script Image This option will put the prescriptionjust entered into the ToDo module, blank out the form leaving the script image intact allowing

for another prescription to be entered that is also printed on the script image.


9/101



Add another Rx for the same patient (not script Image) This option will put the prescriptionjust entered into the ToDo module, clear the script image and all prescription information, but

leave the selected Patient information intact.

Add another Rx for a new Patient This option will put the prescription just entered into theToDo module and clear the form allowing for a new prescription and patient information to be

entered.

Create Multiple ToDo items for this image This option allows you to enter more than 1prescription using the same scanned image and place them on the ToDo tab.

Fill an Rx for this Image now This option allows you to Fill the prescription immediately afteryou have placed it on the ToDo tab.

Im done adding Rxs - This option will put the prescription just entered into the ToDo module

and return back to the Patient Card.

Viewing the ToDo module will reveal all pending prescriptions added. If a Due Date/Time was entered

when creating the entry, the amount of time remaining will be displayed in the Due In column. This will

help keep track of important prescriptions and timelines. Prescriptions can still be processed directly

from the ToDo module by selecting one or many entries and clicking on the Fill button or pressing F on

the keyboard.

Figure 5 ToDo Items - Refills/New


10/101



Patient Inactivation

The default date range when performing patient inactivation is now 24 months instead of the previous

default of 6 months.

Figure 6 Patient Inactivation

Print ScreenPrint screen functionality has been added to Kroll to allow for easy screen capture and documentation.

By pressing CTRL + PRINTSCREEN at the same time a screenshot of the active window will be

automatically printed on the report printer. The printed document will contain the store name and a

date/time stamp indicating when the screenshot was taken.

Once the screenshot has been taken it will remain in the Windows Clipboard so it can be pasted into

another application such as Microsoft Word.

Users

A new option has been added into the Users window to force the user to change their password upon

next login.

Figure 7 Force Password Change on Next Login


11/101



With this option on, the specified user will be forced to change their password at their next login

attempt and until completed they will not be able to access the system.

PlansPlans can now be flagged as Drug Utilization Evaluation (DUE) from the General tab in the Plans/Pricing

Configuration module. This option is beneficial for plans that require claims to be sent only for network

purposes and not for financial reasons; claims will be sent to capture prescription information but are

not processed financially.

Figure 8 Drug Utilization Evaluation Plans

Accounts Receivable

There is a new warning message that is displayed for a patient that has an AR account that is either near

or over their charge limit. The notification will appear in the messages section of the prescription (lower

right corner of the F12 Screen).


12/101



Figure 9 Accounts Receivable Limit

Drug Update Utility

A new utility has been added allowing users to update certain information on Drug Cards by themselves;

for example resetting on hands or updating min/max quantities.. This utility can be found underUtilitiesDrug UtilitiesDrug Update Utility. Drug Cards can be updated based on some or all of

the criteria listed on the Search Drugs for or Search Drug Packs for tabs of the Drug Update Utility

window.


13/101



Figure 10 Drug Update Utility - Search Drugs

Figure 11 Drug Update Utility - Search Drug Packs


14/101



The information that can be updated on the Drug Cards is located on the Update Drug Packs tab. Any

combination of the available options can be performed on the selected drugs/packs.

Figure 12 Drug Update Utility - Update Drug Packs

Once satisfied with all criteria and update values, click the Run button in the upper right hand corner ofthe window. The operation will be initiated and a prompt will be displayed indicating how many Drug

Cards will be affected by the requested changes.

Figure 13 - Drug Update Confirmation

Once the selection to the prompt is made, the drug update will either be completed or cancelled.

NOTE: For a more detailed explanation of this new utility contact Kroll Support and request the Drug

Update Utility user documentation.


15/101



Drug Export Utility

A new utility is available in Version 8 that will extract drug data and export it to a file that can then be

imported into separate database or spreadsheet programs like Microsoft Access or Excel. You can then

use those programs to manipulate the data and to assist you with processes such as inventory

calculations or reconciliations. The Drug Export Utility is available in the Utilities menu of the F12

screen.

Once the Export option is selected the Drug Export Utility Form opens to the Search Drugs tab. This tab

allows specific drug criteria to be entered and the data extracted will only include the data for the

criteria selected.

Figure 14 - Drug Export Utility Form - Search Drugs Tab

Once all Drug Criteria is entered the criteria may then be narrowed down further by entering particular

criteria in the Search Drug Packs tab.


16/101



Figure 15 - Drug Export Utility - Search Drug Packs Tab

The Export Options tab provides options for the fields of information that will be included in the data

export. To add or eliminate particular fields to/from the data export, click on the F2 button to the far

right of the field. Also select the appropriate file format; Comma Delimited Text (CSV) or Tab Delimited

Text.

Once all criteria are selected, click on the Export button at the bottom of screen. A Save window will

appear so that the location to save the Drug Export data can be specified.

Once the Export is completed, click on the Close button at the bottom of the window.


17/101



Figure 16 - Drug Export Utility - Export Options Tab

The resulting Export data will look similar to the following format:

Figure 17 - Drug Export Utility Data - Saved as Comma Delimited Text (CSV)


18/101



Drug Card

When creating a new Drug Card by copying from an existing drug card, a prompt to copy the price

information from the old drug will appear. This prompt will only appear if the newly created pack size

also exists in the old drug card. Prompting also occurs to copy some or all of the groups from the old

drug to the new drug card.

Figure 18 - Copying Drug Card - Prompt to Copy Price Information

Figure 19 - Copying Drug Card - Select Groups to Copy From

Rx Card

Include in Narcotic Report

In the extra info tab of the Rx card there is a new flag called Include in Narcotic Report. When this

option is checked, the prescription being filled will be included in the narcotic report even if the drug is

not a reportable drug. This feature was added to allow reporting of specific prescriptions for chronic

abusers of non-reportable drugs on the narcotic report. Drugs flagged as reportable on the drug card

will continue to be included in the Narcotic Report regardless of the value of this checkbox.


19/101



Figure 20 - Include in Narcotic Report Option

Plan Sequence

When the patient has two or more plans on their file with the same Sub plan Code the plan sequence is

now identified.


20/101



Figure 21 - Plan Sequence Identifier

Vendor

New Vendor Options for Kohl and FrischTwo new options have been added and are accessible for Kohl and Frisch. These options are available in

Edit Vendor List.

Zero Receive outstanding purchase order items not included in a downloaded invoice If there are

one or more items in the invoice that belong to a specific purchase order, then all items in that purchase

order that were not present in the invoice will be zero-received. This prevents the purchase order as

showing partially received and would effectively put those items back on reorder immediately. This is

used for vendors that never include an item in an electronic invoice if it is not shipped.

And/or

Allow Re-receive of Zero Received Items If you have the option above enabled, you will usually also

want to have this second option enabledAllow Re-receive of Zero Received Items should the product

show up on a subsequent days invoice, this option will go back and update the received quantity to

corrected value.


21/101



ue

Figure 22 - Kohl and Frisch new receiving options

Owe Label Sequence

Dot Matrix Strip Label

When an owe label is printed, the order in which the strip labels print out has been changed. The labels

will now print in the following order when Vial and Receipt are selected:

1. Vial label2. Prescription Receipt (where it shows what the 3rd party plan paid, as well as co-pay leftover for

patient)

3. Medication Owed label4. 2nd vial label5. 2nd Prescription Receipt (that shows the number of tablets owed to the patient - no financial

information at all)6. Medication Picked Up label


22/101



New Configuration Options

Ordering

Drug Card Min/Max Fields

For stores that do not do automatic drug ordering, this new configuration option will open up the

Min/Max fields to allow adjustments to these values that you are provided with a warning on the main

Fill screen that the drug should be manually ordered.. In past versions this was not an option. The option

is available in FileConfigurationStore on the Order tab.

Figure 23 - Order Configuration - Allow Min/Max Update Option

Order Price Warning

The system will now prompt when an item is being ordered that exceeds a certain dollar amount. Thisoption is found in FileConfigurationStoreOrderWarn if Item Order Price >= ______.


23/101



Figure 24 - Order Configuration - Warn if Item Order Price >= Option

The default value is 0.00. By entering a dollar amount in this field, when an item is being ordered that is

equal to or greater than that amount, Kroll will prompt with the following message:

Figure 25 - Order Price Warning

Supplier Information Warning

A new warning has been added to warn that Electronic Receiving is enabled but the option to update

acquisition costs upon receiving is not. If this option is left off, all acquisitions costs will have to be

updated manually.


24/101


25/101



Rx Tab

Narcotic Numbers for Targeted Drugs

In the Rx tab in store configuration, the General tab has a new optionUse Narcotic Numbers and RxNum prefix for Targeted Drugs. When this option is enabled, prescriptions for targeted substances will

be assigned a narcotic prescription number as well as the usual narcotic Rx prefix should there be one

set up.

As well, if a prescription for a controlled or mixture is filled, the narcotic Rx number and prefix are

printed, whether or not this option is enabled.

Figure 28 - Use Narcotic Numbers and Rx Num prefix for Targeted Drugs Option


26/101



Figure 29 - Sample label when narcotic number for targeted drugs option is on.

Copying an Rx Marked as Mistake

There is now a configuration option available that will prompt to copy a prescription that is marked as a

mistake to a new number. This is available in File Configuration Store Rx Prompting.


27/101



Figure 30 - Option to Prompt to Copy 'Mistake' Rxs to a New Number

The prompt that will appear when cancelling a prescription and choosing filled in error, remove from

profile is:

Figure31 - Prompt to Copy 'Mistake' Rx to a new Number


28/101



Deduct Inventory for Not Dispensed Rxs

Another new option in the Prompting tab of Rx configuration is Prompt to Deduct Inventory for NotDispensed Rxs.

Figure 31 -Configuration Option - Prompt to Deduct Inventory for 'Not Dispensed' Rxs

With this option on a prompt will appear asking to adjust the inventory for this not dispensed Rx. If say

yes is selected, the inventory will be adjusted and likewise if No is selected, the inventory will not be

adjusted.

Figure 32 - Prompt to adjust the inventory for 'Not Dispensed' Rxs


29/101



Pricing for No Sub Prescriptions

A new option has been added to the Rx section of configuration in the Pricing tab; Dont use formulary

pricing if prod. Sel is Patient or Doctor Choice. If this option is on and a prescription is filled for a

formulary drug, then the regular strategy will be used (instead of the formulary strategy) if the

prescription is marked as No Sub (product selection of patient or doctor choice).

Figure 33 - Don't use formulary pricing if prod. sel is Patient or Doctor choice option

Labels

Watermark Darkness

One of our newer features in printing watermarks on labels, such as unfills.


30/101



There is now a configuration option in Version 8 that allows you to adjust the darkness of the

watermarks. This is located in FileConfigurationStore LabelsVial Labels tab.


31/101



Figure 34 - Watermark Darkness setting

Label Printing by Prescription Status

Configuration options have been added to allow customization of printing labels for particular

prescription statuses. These particular statuses are Not Dispensed, Cancelled, Unfilled and Unfilled

Cancels. You can choose one of three selections from the dropdown menu; Never, Always and Prompt.


32/101



Figure 35 - Printing Labels by Prescription Status

When prompt is selected, a prompt appears asking if a label is to be printed when filling a prescription

for one of the listed statuses.

Figure 36 - Print Label Prompt

Hardcopy

The option to print allergies and conditions on the hardcopy is now available. This option is located in

FileConfigurationStoreLabelsHardcopy .


33/101



Figure 37 - Option to print allergies and conditions on the Hardcopy


34/101



Figure 38 - Sample of Labelset printing Allergies and Conditions on the Hardcopy.


35/101



Vial Copy and Receipt

Print Drug Din and Not Pseudo Din

A new option to print the Drug Din and NOT the Pseudo din has been added to Vial Copy and Receiptconfiguration. This option is located in FileConfigurationStoreLabelsVial Label as well as File

ConfigurationStoreLabelsReceipt .

Figure 39 - Option to print Drug Din instead of Pseudo Din on the Vial Label


36/101



Figure 40 - Option to print Drug Din instead of Pseudo Din on Receipt


37/101



Adjudication

Copay AdjustmentIn FileConfigurationStore on the AdjudicationGeneral tab, the prompt to rollback copay options

have been modified. There are now 2 choices; prompt to rollback copay for Last Rx Plan and Always

prompt to rollback copay for Provincial Plan.

Figure 41 - Prompt to Rollback Copays Option

If prompt to rollback copay for Last Rx Plan is turned on, copays only for the last plan being billed to on

the prescription will be available for modification. Ex. First Plan is Assure and Second Plan is ESI. You will

be prompted to rollback the copay after ESI is billed.


38/101



Figure 42 - Ability to Rollback copay on Last Rx Plan

If Always prompt to rollback copay for provincial plan is turned on, the ability to rollback the copay after

the provincial plan is billed is available, no matter what billing sequence is used.

Figure 43 - Ability to Rollback Copay after Provincial Plan

If both options are selected you will be prompted to rollback the copay after the provincial plan and

after the last Rx plan.


39/101



Patient

Prompt to Complete Delivery OrderThere is a new patient configuration option to Prompt to complete delivery order. This is located in

FileConfigurationStorePatient.

Figure 44 - Prompt to complete delivery order option

I f this option is enabled, when filling a prescription for a patient with a delivery route set in their patient

card, the following prompt will appear.

Figure 45 - Delivery Order Prompt

If yes is selected, the prescription will be added to a delivery order and the delivery order window will

appear to view the prescriptions to be delivered and to complete the order if necessary. If and Print is


40/101



selected, the delivery order will print and the prescription will be added to it and if No is selected the

prescription will be not be added to the delivery order.

Hide Cancels in Active Profile (Shift+F5)The option to hide cancelled prescriptions in a patients active profile has been added into configuration.

With this option enabled all cancelled prescriptions will be in the patients Active profile. If this option is

selected, you cannot have Hide Cancels in All Patient Profiles selected and vice versa. This option is

located in FileConfigurationStorePatient.

Figure 46 - Hide Cancels in the 'Active' (Shift+F5) Profile


41/101



ToDo Tab

Treat To Do Items due on or BeforeThere is a new configuration option in the to do tab Treat To Do items due on or before _______ as

being due the Previous Day. This option allows the user to select a time to have To Do items show on

the To Do tab the day before so they can be proactively processed and ready the next day for the

patient to pick up.

Figure 47 - Treat ToDo Items Due on or Before __as being Due the Previous Day Option


42/101



Security

Log On Hand ChangesThe ability to track on hand changes has been added. There are new configuration options relating to

this in the Security tab of store configuration. These are located in

FileConfigurationStoreSecurity.

Figure 48 - Log On Hand Changes Options

Log On Hand Changes With this option on all on hand changes will be logged.

Require User Login when log on hand changes is enabled you may turn this option on. The user that is

making the on hand change will be required to enter their user login (user and password). Their user id

will then be associated to the appropriate on hand change and it will be shown in the Security Audit

Report.

Only Log for Drug Schedules (Blank logs all schedules) if this option is left blank on hand changes for

all schedules will be tracked. There is also the ability to select what schedules you would like to track if

tracking all is not required. Click on the F2 button to the right of the option and select the schedules you

would like to track. Click on Ok when you are finished making your selections and you are returned to

the security tab. The selected schedules in the Only Log for Drug Schedules field are shown.


43/101



Figure 49 - Drug Schedule Selection

Figure 50 - Drug Schedules Selected are shown


44/101



Figure 51 - Sample Security Audit Report Showing On Hand Tracking

Log if Refill is Early/Late

In store configuration, in the Security tab; there is now an option to Log if a refill prescription is

Early/Late. The blank must be filled in with a percentage if this information is to be logged; if the value

of zero is entered this information is not logged. If a valid percentage value is entered, Kroll will force a

reason to be entered if you fill a prescription either too early or too late.


45/101



Figure 52 - Log if Refill is __% early or late option

Figure 53 - Security Log Reason for filling a prescription early or late.

As well a warning that the medication is early/late will also appear in the prescription warnings tab.


46/101



Figure 54 - Refill/Early Late Warning


47/101



Drug

Allow Changes to Mixtures with Rx UsageA new option has been added to the Drug tab in store configuration allow changes to mixtures with Rx

usage. This option is defaulted on but can be easily turned off should the pharmacy not want to allow

this by going to FileConfigurationStoreDrug .

Figure 55 - Allow changes to mixtures with Rx Usage Option

Drug/ Mixture Search

When performing a drug or mixture search for all pack sizes, you will now see all search results that are

inactive displayed in red for easier detection.


48/101



Figure 56 - Inactive search results are displayed in Red


49/101



Report Changes

Profit Loss ReportThe Profit Loss report will now show a negative gross profit percentage for claim reversals.


50/101


51/101



Figure 58 - Plan Summary Report - Option to Print Gross Profit $

Figure 59 - Sample Plan Summary Report printing the Gross Profit $

Auto Dispenser Reports

AllAuto Dispenser reports have now been made available for non Nursing Home customers. Auto

Dispenser reports include: Automed, Pacmed and ATC packagers. All non nursing home unit dose


52/101



prescriptions will now be included in the report. The pastimes used for the 4 dosage slots are

configurable under Options GeneralNon-NH Passtimes. The default values are 0800, 1200,

1600 and 2000. The passtimes entered must fall in the date/time range specified for the report in order

to be valid.

Figure 60 - Pacmed Report Passtimes for Non-NH patients

If the pharmacy is a non Nursing Home pharmacy and does not have access to Nursing Home labels,

forms or reports there are 2 fields within the report that will be disabled; Passtime Type in the Selection

tab and Med Types in the Selection 2 tab.

Compliance Report

The option to print the child warning - Keep Out of the Reach of Children now prints on the Compliance

report. This warning can be printed in English or French and the language it prints out in will be based on

the Patients language set in their patient card.

The option to print the drugs lot number and the repackaging expiry date has also been added to the

report. In order to print the drugs lot number, the din cannot be selected to print.

The dispense quantity will now either print based on the quantity entered in the prescription or if the

option is selected, based on the number of weeks you are running the report for.


53/101



Figure 61 - Compliance Label Report - Based on # of Weeks option

Another newly added option is Print large patient name. With this report option on the Patients name

prints in a larger font that is more easily read.

Figure 62 - Compliance Report - Large Patient Name


54/101


55/101



Figure 64 - Sample of Compliance Report - Style 1 Large

Style 3

The main difference in this report, other than the layout of information, is that there is the ability to

print a compliance checklist after the compliance labels.


56/101



Figure 65 - Compliance Label Report Header Style 3

The compliance checklist makes it easier for the pharmacist to accurately check compliance packaged

medication.


57/101



Figure 66 - Sample of Compliance Checklist


58/101



Dispill Report

The Dispill report now has the capability of being printed top to bottom or bottom to top. Previously it

only had the capability of printing it bottom to top i.e. First day of card on the bottom row and last day

of card at the top.

Figure 67 - Dispill Report - Option to print Row Top to Bottom

New Option Print Top to Bottom (earliest date shows at top of report)


59/101



Figure 68 - Sample of Dispill Report printing rows top to bottom.

The option to Print empty cells for days past since effective date has been added to the Dispill Report.

This allows you to redo a card due to dose change etc in the middle of the week that the card is being

used and to blank out all the information in the cells for the days in the week that have already passed.


60/101



This option can only be selected if the Print empty cells option is also selected. A watermark saying Past

prints on the empty cells.

Figure 69 - Dispill report option - print empty cells for days passed since Effective date


61/101



Figure 70 - Sample Dispill Report with print empty cells for days past effective date option on

Comments Reports

New sort options have been added to the Rx Comments Report, the Patient Comments Report and the

AR Comments Report. These new sort options include:


62/101



Patient Home/Patient Home/Ward/Patient Home/Ward/Room/Patient

Figure 71 - Comments Reports New Sort Options

Rx Summary Report

Do Not Print Cancelled Rxs

The Rx Summary Report now has to option to NOT print cancelled prescriptions. Under the Cancel

Mode, simply select the Dont print Cancelled Rxs and they will be eliminated from the report.


63/101



Figure 72 - Rx Summary Report Don't Print Cancelled Rxs option

Show Cancelled Comments

There is a new option to also show the cancelled comments. The other new option add to this report is

First Drug Name. This allows the selecting of how the drug name prints on the report therefore

overriding your configuration selection.


64/101



Figure 73 - Rx Summary Report - show Cancels comments option

Figure 74 - Sample Rx Summary Report Displaying cancelled comments


65/101



Time Distribution Report

Many new options have been added to the time distribution report in order to better accommodate

pharmacy needs:

Print Graphs graphs no longer print automatically. You must select this option should yourequire these to print.

Print Detail Breakdown this option breaks down the number of new prescriptions and refillprescriptions for the time period specified.

Print Breakdown by User this option breaks down the number of new prescriptions and thenumber of refill prescriptions processed by each user for the time period specified. This option is

only available when the Print Detail Breakdown option is on.

Print Zero Values this option will print the time periods within the time range specified thathave a zero value. I.e. No prescriptions processed.

Print in Portrait or Landscape Orientation the report will now print in Portrait or Landscapeformat.

CSV Option this option allows you to save the data from the report in Excel format.


66/101



Figure 75 - Time Distribution Report - Print Detail Breakdown Option

Figure 76 - Sample Time Distribution Report - print detail breakdown option on


67/101



Patient Medication Chart

The option to Print patient comments for Compliance has been added to the Patient Medication

Chart Report. This is a patient comment entered on the patients file that has the Topic of

Compliance. It will print in the last precautions box on the report as shown below.

Figure 77 - Sample Patient Medication Chart printing patient comments for Compliance

Narcotic Report

The Narcotic Report now will show which prescriptions are cancelled and which are unfilled when the

options to include unfills and cancels are turned on.


68/101



Figure 78 - Narcotic Report - Cancel and Unfill options


69/101



Figure 79 - Sample Narcotic Report showing cancels and unfills

Drug Inventory Listing

The Drug Inventory Listing report will now print Minimum and Maximum Days when the options Show

on Hand Min and Show on Hand Max are on.


70/101



Figure 80 - Drug Inventory Listing Report - Show on hand min/max options

The report will default to print in landscape format depending on criteria selected to print on the report.


71/101



Figure 81 - Drug Inventory Listing - Min/Max On Hand Shown

Rx Totals and End of Day Label

New calculations are used in Version 8 for the Rx Totals an End of Day Reports. Cost on these reports is

now Net Cost = (Cost + Markup). Effective Markup on these reports is now renamed True Markup.


72/101



Figure 82 - Rx Totals - True Markup


73/101



Figure 83 - Sample Rx Totals Report - True Markup

Claims Invoice Report

The Claims Invoice Report now contains an option to print and Administration Fee that would be

determined by the User/Pharmacy for a specific service. This admin fee is charged pertransaction/prescription on the claims invoice report. Ex. 7 prescriptions x $10 admin fee = $70.00

admin fee charge on the invoice.


74/101



Figure 84 - Claim Invoice Report - Admin Fee Option

With this option is selected and a dollar amount filled in, this dollar amount will be added to the Invoice

as payable by the patient/facility etc. that the invoice is being generated for.


75/101



Figure 85 - Sample Claim Invoice Report - Admin Fee Option Used


76/101



Doctor Authorization Report

A few changes were made to the Doctor Authorization Report. The Comment Tab is now the first Tab

that is seen when the report comes up. As well the comment type is now defaulted to Freeform

instead of the previous default of None. In previous versions the last comment use was retained for

the next time the report was run. This no longer occurs.

Figure 86 - Doctor Authorization Report - Comments Tab

The option to print on the report the remaining quantity of the prescription has been added.

Figure 87 - Doctor Authorization Report - Print Remaining Quantity Option


77/101



Also the font size of the store phone number and the fax number has been increased to allow easier

reading.

Figure 88 - Sample Prescription Authorization Request - Larger Store Fax and Phone number


78/101



Future Usage Report

This report now always prints the brand name of the drug despite what is set in Store Configuration to

print First Drug Name as.

Figure 89 - Sample Future Usage Report - Printing Drug Brand Name

Rx Transfer Report

This report is now limited to print up to10 patient plans. Should the patient have 11+ plans they will

receive a message on the report Patient has more plans.


79/101



Figure 90 - Sample Rx Transfer Report - Patient has more plans...


80/101



Medical Expense Invoice Report

A few new options have been added to the Medical Expense Invoice Report:

Show Only Rxs charged to accounts receivable Invoice Date Print Invoice total at bottom of page. Batch Options Selection Frame

Figure 91 - Medical Expense Invoice Report - Batch Options Selection Frame


81/101



Figure 92 - Medical Expense Invoice Report - Invoice total and Date


82/101



Nursing Home Reports

Universal MAR

Allergies and Conditions

An option has been added to the Universal Mar to the print the allergies and conditions section at the

top of the page instead of the current setting which is at the bottom of the page.

Figure 93 - Universal Mar - Print Allergies and Conditions section at top of the page Option

A sample of the format of the report when this option is on is on the proceeding page.


83/101



Figure 94 - Sample Universal Mar - Allergies/Conditions printing at top of the page


84/101



Passtime Notes

The option of printing Passtime Notes has been added to the Universal Mar. To have access to the

passtime notes, the show passtime notes option must be enabled within that specific Nursing Home as

shown below.

Figure 95 - Nursing Home Form - Show Pass Time Notes

At the prescription level, in the Alt+N window you will now have a passtime notes column that

corresponds with the # of pills column. All required notes should be entered accordingly.


85/101



Figure 96 - NH Rx Information - Passtime Notes fields

When running the Universal Mar ensure the option is enabled to print the Passtime Header in order to

enable Print Passtime Note.

Figure 97 - Universal Mar Report - Passtime Header/Passtime Notes

Now when running the report the passtime notes will print in the time/date field of the MAR.


86/101



Figure 98 - Sample Universal Mar - Passtime Notes


87/101



The option to print Standing Orders in the Unit Dose section of the Universal Mar has been

implemented in Version 8. This option is available in both the Mar Section of the report and the Unit

Dose Section of the report. The option can only be selected in one section so if you enable it in the Mar

section and then try to also enable it in the Unit Dose section, the option automatically turns off in the

Mar Section.

Summary Section

The ability to print the therapeutic class or the first fill date has been added. This can be found in the

Medboxes tab on the lower right hand side. Only one of the two options can be on at any one time or

they can both be off if neither are selected.


88/101



Figure 99 - Universal Mar - Show Therapeutic Class Option


89/101


90/101



Figure 101 - Sample Universal Mar Summary - First Fill Date printing

You now have the ability to select how you want your first drug name and second drug name print on

the Universal Mar. There have been two dropdown menus added to the Medboxes tab of the report to

allow you select the names as you require them to print.


91/101



Figure 102 - Universal Mar - Drug Name Selection

Dot Matrix ReportsAll Dot Matrix reports now have preview functionality. The previews generate just as they do in laser

format but the preview cannotbe printed. They can however be saved as PDF or NDR files. The previous

preview functionality whereby the printer data could be saved to a file instead of sent to a printer is still

accessible by holding the Shift Key while clicking Print.

MAR and TMRsIn version 8 you may now select med types as specific report criteria for the following reports:

CC MAR CC TMR Datagraphic MAR MAR 120668 MAR 169794-0 MAR 2801 (dot matrix) MAR 2905 MAR 35126 19F18
http://wiki/wiki/CC_MARhttp://wiki/wiki/CC_TMRhttp://wiki/wiki/Datagraphic_MARhttp://wiki/wiki/MAR_120668http://wiki/wiki/MAR_169794-0http://wiki/wiki/MAR_2801_%28dot_matrix%29http://wiki/wiki/MAR_2905http://wiki/wiki/MAR_35126_19F18http://wiki/wiki/MAR_35126_19F18http://wiki/wiki/MAR_2905http://wiki/wiki/MAR_2801_%28dot_matrix%29http://wiki/wiki/MAR_169794-0http://wiki/wiki/MAR_120668http://wiki/wiki/Datagraphic_MARhttp://wiki/wiki/CC_TMRhttp://wiki/wiki/CC_MAR


92/101



MAR 862364 TMR 895-8723 MAR A416438 MAR C167330 MAR C170859 / University MAR MAR C192539 MAR R519578 MD MAR MD TMR Pharmasave MAR Shoreham MAR Shoreham Treatment Record TMR 862364b TMR C192539 MAR 3 (Kroll Standard) dot matrix TMR C64107 PharmaPlus MAR MAR S416406 TMR C169152

Plain Paper MARA new option has been added to the Plain Paper Mar to accommodate the hole punch spaces. Having

this option turned on will shift the information in the med boxes over to the right to accommodate theholes created from the hole puncher. The printed information will not be illegible due to the holes in the

paper.
http://wiki/wiki/MAR_35126_19F18http://wiki/wiki/MAR_35126_19F18http://wiki/wiki/MAR_35126_19F18http://wiki/wiki/MAR_35126_19F18http://wiki/wiki/MAR_35126_19F18http://wiki/wiki/MAR_35126_19F18http://wiki/wiki/MAR_862364http://wiki/wiki/TMR_895-8723http://wiki/wiki/MAR_A416438http://wiki/wiki/MAR_C167330http://wiki/wiki/MAR_C170859http://wiki/wiki/University_MARhttp://wiki/wiki/MAR_C192539http://wiki/wiki/MAR_R519578http://wiki/wiki/MD_MARhttp://wiki/wiki/MD_TMRhttp://wiki/wiki/Pharmasave_MARhttp://wiki/wiki/Shoreham_MARhttp://wiki/wiki/Shoreham_Treatment_Recordhttp://wiki/wiki/TMR_862364bhttp://wiki/wiki/TMR_C192539http://wiki/wiki/MAR_3_%28Kroll_Standard%29_dot_matrixhttp://wiki/wiki/TMR_C64107http://wiki/wiki/PharmaPlus_MARhttp://wiki/wiki/MAR_S416406http://wiki/wiki/TMR_C169152http://wiki/wiki/TMR_C169152http://wiki/wiki/MAR_S416406http://wiki/wiki/PharmaPlus_MARhttp://wiki/wiki/TMR_C64107http://wiki/wiki/MAR_3_%28Kroll_Standard%29_dot_matrixhttp://wiki/wiki/TMR_C192539http://wiki/wiki/TMR_862364bhttp://wiki/wiki/Shoreham_Treatment_Recordhttp://wiki/wiki/Shoreham_MARhttp://wiki/wiki/Pharmasave_MARhttp://wiki/wiki/MD_TMRhttp://wiki/wiki/MD_MARhttp://wiki/wiki/MAR_R519578http://wiki/wiki/MAR_C192539http://wiki/wiki/University_MARhttp://wiki/wiki/MAR_C170859http://wiki/wiki/MAR_C167330http://wiki/wiki/MAR_A416438http://wiki/wiki/TMR_895-8723http://wiki/wiki/MAR_862364


93/101



Figure 103 - Plain Paper Mar - insert punch hole space option


94/101



Figure 104 - Sample Plain Paper Mar - Hole Punch Spaces


95/101



Datagraphic MAR (laser)

A new dropdown menu has been added to the report in order to select which name is to be printed as

the second drug name on the report. There are choices of Default (which pulls the name from store

configuration settings), None, Brand, Generic, Description or Equivalent To.

Figure 105 - Datagraphic Mar Laser - Second Drug Name Option

Hardcopy and Batch Hardcopy Report

A new option has been added to both of the above reports to print the patient gender.


96/101



Figure 106 - Harcopy/Batch Hardcopy Report - Patient Gender


97/101


98/101



discontinued by the physician, the report can then be printed and given to the patient upon discharge

and taken to a pharmacy as a valid prescription, NARCOTICS excluded. This report is also a requirement

to earn accreditation from Safer Health Now an organization whose primary focus is to eliminate

medication errors and incidents during hospital stays.

The first page of the report is always printed with no pre-populated information. This page is used for

handwritten notes by the staff/doctors.


99/101



Figure 108 - Medication Reconciliation Report - First Page

The proceeding patients contain the all medications the patient is currently taking in the time range

specified on the report. The length of the report depends on the number of medication the patient is

actively taking. The medications are sorted and printed by med type.


100/101



Figure 109 - Sample Medication Reconciliation Report


101/101

8.0 release notes

Documents