Post on 25-Dec-2015
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Business UnitsEnterprising DocuTrackMatt Henry & Amber MoffittDocuTrack Gurus, Client Services
User Group Meeting, 2014
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Why am I here?
• First, a disclaimer
• You want to bring on another pharmacy
• Define what a Business Unit is
• To identify reasons why your organization may or may not benefit from adding multiple Business Units
• Clarify your options when bringing on an additional pharmacy
• To give you starting points to get the project put together
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Options
• Add on a workflow
• Add another server
• Add on a Business Unit
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How to Choose
• Interface Considerations
• Pharmacy Set up
• $
• Pharmacy Resources
• Long Term Growth Expectations
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DocuTrack & PIS configuration
PIS:
DocuTrack:
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Interface
Education on the Direct Connect Interface
Entity/Assoc. type Unique ID Name Alternate ID Med name
Rx 1234567 Amber Moffitt Advil 200 mg
Patient ALM10 Amber Moffitt 317INT
Facility 317INT Integra HQ
Dr/Physician MHMD Matt Henry
Ancillary
Manifest
Entity/Assoc. type Pharm ID Unique ID Name Alternate ID Med name
Rx 01 1234567 Amber Moffitt Advil 200 mg
Patient 01 ALM10 Amber Moffitt 317INT
Facility 01 317INT Integra HQ
Dr/Physician MHMD Matt Henry
Ancillary
Manifest
Rx 02 1234567 Ellen Williams Tylenol 200 mg
Patient 02 ETW4 Ellen Williams IHAL
Facility 02 IHAL Island Hospital
Dr/Physician MHMD Matt Henry
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Interface
Considerations:
• Pharmacy Unique ID
• Change in Refill label & Manifest barcode symbology
• Affects multiple aspects of the business:
– Robots, EMARs, Eprescribing, Dosis, DeliveryTrack and any other application that uses the refill barcode
• Time frame for all ‘old’ (barcodes with outdated format) to be refilled and issued new barcode with the pharmacy ID included (30-45 days?)
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Document Considerations
• Separation of Documents• Searching, Sources, Security Groups, Forms & Cover Pages
• Global searches• Centralized processes (no global search folder capability)
• Routing Documents (Global Document Import Rules)• EMARs, emails, Zan printer, Scanning (manifests)
• Moving Documents• Can not ‘move’ documents from one Business Unit to another (however, you can copy)
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Document Consiations
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Maintenance
Affects:
• Upgrades• Compatibility
– How will the users be affected?
• Management• Security Groups
• Workflow
• Forms & Cover Pages
• Routing Rules (Global vs B/U)
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Workflow
Affects:
• Ability to Copy Business Units• Allows for easily created streamlined and standardized workflows
• Can not delete a Business Unit
thank you
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