© Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack...
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Transcript of © Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack...
![Page 1: © Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack Gurus, Client Services User Group Meeting, 2014.](https://reader035.fdocuments.us/reader035/viewer/2022062407/56649e0c5503460f94af5082/html5/thumbnails/1.jpg)
© Integra 2013 / Page 1
Business UnitsEnterprising DocuTrackMatt Henry & Amber MoffittDocuTrack Gurus, Client Services
User Group Meeting, 2014
![Page 2: © Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack Gurus, Client Services User Group Meeting, 2014.](https://reader035.fdocuments.us/reader035/viewer/2022062407/56649e0c5503460f94af5082/html5/thumbnails/2.jpg)
© Integra 2013 / Page 2
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
![Page 3: © Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack Gurus, Client Services User Group Meeting, 2014.](https://reader035.fdocuments.us/reader035/viewer/2022062407/56649e0c5503460f94af5082/html5/thumbnails/3.jpg)
© Integra 2013 / Page 3
Options
• Add on a workflow
• Add another server
• Add on a Business Unit
![Page 4: © Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack Gurus, Client Services User Group Meeting, 2014.](https://reader035.fdocuments.us/reader035/viewer/2022062407/56649e0c5503460f94af5082/html5/thumbnails/4.jpg)
© Integra 2013 / Page 4
How to Choose
• Interface Considerations
• Pharmacy Set up
• $
• Pharmacy Resources
• Long Term Growth Expectations
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© Integra 2013 / Page 5
DocuTrack & PIS configuration
PIS:
DocuTrack:
![Page 6: © Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack Gurus, Client Services User Group Meeting, 2014.](https://reader035.fdocuments.us/reader035/viewer/2022062407/56649e0c5503460f94af5082/html5/thumbnails/6.jpg)
© Integra 2013 / Page 6
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
![Page 7: © Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack Gurus, Client Services User Group Meeting, 2014.](https://reader035.fdocuments.us/reader035/viewer/2022062407/56649e0c5503460f94af5082/html5/thumbnails/7.jpg)
© Integra 2013 / Page 7
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?)
![Page 8: © Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack Gurus, Client Services User Group Meeting, 2014.](https://reader035.fdocuments.us/reader035/viewer/2022062407/56649e0c5503460f94af5082/html5/thumbnails/8.jpg)
© Integra 2013 / Page 8
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)
![Page 9: © Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack Gurus, Client Services User Group Meeting, 2014.](https://reader035.fdocuments.us/reader035/viewer/2022062407/56649e0c5503460f94af5082/html5/thumbnails/9.jpg)
© Integra 2013 / Page 9
Document Consiations
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© Integra 2013 / Page 10
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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© Integra 2013 / Page 11
Workflow
Affects:
• Ability to Copy Business Units• Allows for easily created streamlined and standardized workflows
• Can not delete a Business Unit
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thank you
© Integra 2013 / Page 12