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8.0 Release Notes
8.0 Release Notes
8.0 Release Notes
The following document outlines the enhancements made to Kroll Windows Version 8.0.
8.0
Last Updated: January 1, 2009
Table of Contents
General 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............................................................................................................ 16 New 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
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
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
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.
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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:
The following six selections are available: Add another Rx for the same patient and Script Image This option will put the prescription just 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.
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Add another Rx for the same patient (not script Image) This option will put the prescription just 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 the ToDo 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 1 prescription 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 after you 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.
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Print Screen
Print 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.
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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.
Plans
Plans 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.
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).
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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.
Once satisfied with all criteria and update values, click the Run button in the upper right hand corner of the window. The operation will be initiated and a prompt will be displayed indicating how many Drug Cards will be affected by the requested changes.
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.
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Once all Drug Criteria is entered the criteria may then be narrowed down further by entering particular criteria in the Search Drug Packs tab.
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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.
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The resulting Export data will look similar to the following format:
Figure 17 - Drug Export Utility Data - Saved as Comma Delimited Text (CSV)
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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.
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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.
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Vendor
New Vendor Options for Kohl and Frisch Two 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 enabled Allow 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.
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Figure 22 - Kohl and Frisch new receiving options
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Order Price Warning The system will now prompt when an item is being ordered that exceeds a certain dollar amount. This option is found in FileConfigurationStoreOrderWarn if Item Order Price >= ______.
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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:
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. March 2009 18 Version 8.0
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Figure 28 - Use Narcotic Numbers and Rx Num prefix for Targeted Drugs Option
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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.
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The prompt that will appear when cancelling a prescription and choosing filled in error, remove from profile is:
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Deduct Inventory for Not Dispensed Rxs Another new option in the Prompting tab of Rx configuration is Prompt to Deduct Inventory for Not Dispensed 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.
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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.
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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.
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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.
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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.
Hardcopy The option to print allergies and conditions on the hardcopy is now available. This option is located in FileConfigurationStoreLabelsHardcopy.
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Figure 39 - Option to print Drug Din instead of Pseudo Din on the Vial Label
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Adjudication
Copay Adjustment
In 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.
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.
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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.
If both options are selected you will be prompted to rollback the copay after the provincial plan and after the last Rx plan.
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Patient
Prompt to Complete Delivery Order There is a new patient configuration option to Prompt to complete delivery order. This is located in FileConfigurationStorePatient.
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.
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 March 2009 34 Version 8.0
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.
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ToDo Tab
Treat To Do Items due on or Before There 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
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Security
Log On Hand Changes
The 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.
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.
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As well a warning that the medication is early/late will also appear in the prescription warnings tab.
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Drug
Allow Changes to Mixtures with Rx Usage
A 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.
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Report Changes
Profit Loss Report
The Profit Loss report will now show a negative gross profit percentage for claim reversals.
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Eligibility/Physician List
There is now an option in the Eligibility/Physician List to exclude deceased patients.
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prescriptions will now be included in the report. The pastimes used for the 4 dosage slots are configurable under Options General Non-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.
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.
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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.
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New Style Two new styles of the compliance report are now available Style 1 Large and Style 3. Style 1 Large This new style was added to provide an extra line for long sigs and 2 lines for the drug description. All other styles provide 2 lines for the sig and the drug description has 1 line. By increasing some of the fields, this style will print fewer medications per panel. I.e. 4 panel will now print 6 medications instead of 8.
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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.
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The compliance checklist makes it easier for the pharmacist to accurately check compliance packaged medication.
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New Option Print Top to Bottom (earliest date shows at top of report)
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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.
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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
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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: March 2009 56 Version 8.0
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.
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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.
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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.
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The report will default to print in landscape format depending on criteria selected to print on the report.
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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.
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The option to print on the report the remaining quantity of the prescription has been added.
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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
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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.
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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.
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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.
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When running the Universal Mar ensure the option is enabled to print the Passtime Header in order to enable Print Passtime Note.
Now when running the report the passtime notes will print in the time/date field of the MAR.
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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.
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Figure 100 - Sample Universal Mar - Therapeutic Class printing in Summary Section
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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.
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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
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Figure 103 - Plain Paper Mar - insert punch hole space option
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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.
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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. March 2009 94 Version 8.0
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