Batches

Selection Times

Please note: #STAT batches will be created on an as needed basis. We will have to manually print the packing slip and take it to shipping.

mmdd = Current two digit month and day.

Creating

When viewing the "Select Batch" dialogue, click 'New'.

The "Create Batch" dialogue will appear. Fill out all fields, then click 'Create in multiple Facilities".

When the next box appears, make sure that "Create in Active Facilities where the Default Pharmacy is 'xxx'" button is selected, then click 'Create'.

Combining

***MAKE SURE TO REVIEW THE DELIVERY DASHBOARD BEFORE COMBINING INTO THE DAILY POST BATCH***

Single Facility

• • Make sure you are currently in the facility where the batch is located.

  • On the menu bar go to Prescriptions>Combine Batches

  • Select the batch you want to combine 'from' on the top section then select the batch you want to combine 'into' on the bottom section.

Multiple Facilities

• • On the menu bar go to Prescriptions>Move Prescriptions to Batch>By Batch

  • Right click the Batch ID header (right half of window) then click Filter Editor

  • At the top left of the window click the word "And" (not the +) then select "Or"

  • Now hit the + two times, which will add two more filters, then fill in the name of the AM, PM, and P2 batches in the provided fields. Hit Ok.

• Click the Dispense Date on or before: checkbox then change the year to be +1 (ie: was 2019, change to 2020)

• Select all the batches on the right side (click top, hold shift, click bottom) or (click one batch, hold Ctrl and hit A)

• Complete the fields at the bottom as follows:

  • • Create/Append Batch ID [ Dmmdd ] (mmdd = current two digit month and day)

    • Description [ DAILY POST BATCH mm/dd/yyyy ]

    • Pharmacist [ PIC Name ]

• • Click Ok then click yes when it asks if you are sure.

  • Click Ok after it says they have been moved.

  • Now you can post the leftover AM, PM, and P2 batches (make sure they are all empty first)

Posting

On the menu bar go to Prescriptions>Post Batch

Filter by Fac ID, Batch, Batch Description, and/or Rx Count

Select batch(es) to post and hit Ok