Dell PocketScriptTM manual

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Table of contents for the manual

  • Page 1

    PocketScript ™ e-Prescribing Manual Dell™ Axim™ X5 Handheld PocketScript™ e-Prescribing User’s Guide with Exercises Pocket PC v5.51[...]

  • Page 2

    Care Delivery Solutions 2711 N. Haskell Ave. • Suite 2300, LB 36 Dallas, TX 75204 • 1-866-864-8444 www.zixcorp.com © 2004 Zix Corporation, All Rights Reserved. AEBB1103, v5.51.7 All other brands, product names, company nam e s, trademarks, and service m ar ks ar e the p roperties of their respective owners. This document is only reproducible w[...]

  • Page 3

    TABLE OF CONTENTS WHAT’S NEW IN VERSION 5.51 ......................................................................................................... 1 1.0 OVERVIEW ..................................................................................................................................... 1 2.0 DEVICE BASICS ............................[...]

  • Page 4

    Care Delivery Solutions What’s New in Version 5.51 Major new features are as follows: • New version information on Log In and About pages for improved diagnostics • New Toolbar with shortcuts to Log Out, Qu euing, Script Log, Help, and About screens • Online Help for direct, immediate assistance Additional improvements: Internet Browser: th[...]

  • Page 5

    Care Delivery Solutions The result is fewer rejected prescriptions, enhanc ed patient safety, and fewer resources dedicated to managing prescriptions. As easy to use as it is powerful, ZixCorp’s e- prescribing so lution is delivered via a Pocket PC device or secure Web site to ensu re maxim um usability from anywhere. 2.0 DEVICE BASICS 2.1 Launch[...]

  • Page 6

    Care Delivery Solutions 2.3 Time-outs and Security Password There is a 20-minute password time-out period. After 20 m inutes of inactivity, when you resume using PocketScript and attempt to send or print a prescription, the Sy stem Locked screen appears. You must reenter your password and tap Verify to send or print the prescription. Signature The [...]

  • Page 7

    Care Delivery Solutions • Using the keyboard, enter the first 3-4 letters of the patient’s last name and then tap Go. It is not necessary to enter the entire last nam e. Search by Chart ID • On the Choose Patient screen, select Chart. • Using the keyboard, enter the chart number and then tap Go. It is not necessary to ente r the entire char[...]

  • Page 8

    Care Delivery Solutions To use the Drug List in prescribi ng, follow the directions below: 1. Tap Drug List. The Choose Drug screen appears. 2. Decide whether you want to select from a list of All drugs, or narrow the drug search to include only name Brand drugs, or just Generic drugs and tap the related button. Note: In the Internet Browser versio[...]

  • Page 9

    Care Delivery Solutions 2. On the Choose Drug screen, the patient’s drug history is shown in the text box. Tap to highlight the prescription that you would like to renew and then tap Refill. Note: After you renew a prescription , the original prescription is “expired” and no longer visible in the Patient Drug History table unless you select I[...]

  • Page 10

    Care Delivery Solutions 3.2.6 A LLERGIES Before selecting a drug, you can view a list of the patient’s allergies by tapping the Allergy button. A list of allergies that are drug or class-specific appears. Note: If you select a drug to wh ich the patient is allergic, the system automatically displays an Allergy Ale rt described in section 7.0 Chec[...]

  • Page 11

    Care Delivery Solutions In addition to a list of Preferred/ Approved alternatives, PocketScript displays a text message that explains why there may be a better choice than the original selection, such as form ulary status or a dispensing limitation. • To select a Preferred or Approved drug, double-tap it or tap to highlight it and then tap Select[...]

  • Page 12

    Care Delivery Solutions 3.3.1 E NTERING S CRIPT D ETAILS Patient Tap Patient to edit patient information or select a different patient and start over. Note: Information on the Script Summary screen may be lost if a new patient is selected. Drug To select a different drug, tap Drug to go to the Choose Drug screen. If the drug is changed, the informa[...]

  • Page 13

    Care Delivery Solutions Quantity In addition to quantity, you can key in units such as vial, box, etc. • To the right of the Quantity field, tap the drop-down arrow to display quantity options and tap to highlight and select a quan tity. Note: The default quantity is 30. OR • Tap the Quantity field and type the quantity. Pharmacy The Script Sum[...]

  • Page 14

    Care Delivery Solutions • Tap Advanced at the top right of the scree n. (The button label changes to Basic. ) • Enter the information that you may have about the patient’s desire d pharm acy. You can use any one or more of the available search fields. Tap Go. • The search results are displayed in order of m ost matches with the search crite[...]

  • Page 15

    Care Delivery Solutions script will be removed from the patient’s curre nt m edication list. Expire d prescriptions are not considered when evaluating drug-to-drug in teractions. The options are as follows: • Chronic - uses expiration date • Chronic PRN - uses expiration date • Acute 3 days – expires in 3 days • Acute 5 days - expires i[...]

  • Page 16

    Care Delivery Solutions 2. The Confirmation screen appears for you to check the script for accuracy. Select one of the following options: • To send the script and write another script for the same patient , choose Additional. • To send the script and return to the Main Menu , choose Yes. • To return to the Summary screen in order to make a ch[...]

  • Page 17

    Care Delivery Solutions 5.0 ADDING A MACRO Macros are shortcuts to entire pr e-written pr escr iptions and are available for selection on the Choose Drug screen. A few Macros are preloaded and can be edited. Macros can be developed when you are writing a patient’s prescription or they can be entered using the Internet Browser vers ion Maintenance[...]

  • Page 18

    Care Delivery Solutions If you view the Intera ction Details, tap Back to return to the Interaction Warning screen and make your decision about prescribing the drug. 2. In the Select a Different Drug dialog box, tap Yes to choose a new drug or No, Use this One to select the drug. Proceed to 3.3 Completing the Script. 7.0 CHECKING DRUG ALLERGIES Poc[...]

  • Page 19

    Care Delivery Solutions On the Choose Drug screen, tap the Colors? button. The formulary color key appears. Patients with insurance plans that do no t participate in the e-prescribing system For patients whose insurance providers are not in cluded in the e-prescribing system , generic drug options are indicated in green text with “up” arrows. P[...]

  • Page 20

    Care Delivery Solutions 3. Select from the following options: Send: to approve and send the prescription to the designated pharmacy or office fax. Deny: to cancel and not send the prescription, bu t send a record to the Script Log. Clear: to remove highlighted scripts from th e Pending Scripts box. This does not affect script status, just whether t[...]

  • Page 21

    Care Delivery Solutions 10.0 VIEWING THE SCRIPT LOG The script log enables you to vi ew all of your scripts written using the PocketScript system within certain parameters. To access the script log, do one of the following: • Tap Tools on the bottom toolbar and then tap Script Log. OR • Tap Log on the Choose Patient screen. The script log appea[...]

  • Page 22

    Care Delivery Solutions 11.0 MODIFYING P A TIENT INFORMA TION 1. Modify a patient’s demographic data by selecting the patient and then tapping Modify. The patient’s information is shown on two screens. 2. Tap Next> to go to the second screen or <Prev to return to the first screen. For example, you can update the patient’s telephone numb[...]

  • Page 23

    Care Delivery Solutions 8. Tap to highlight the desired drug and than tap Select. You are returned to the prior screen. The Drug Class and Categor y are displayed, if available. 9. To choose this Drug only and ignore its Class and Category in drug allergy considerations, tap Drug Only. 10. Enter any Comments in the space provided. 11. When done, ta[...]

  • Page 24

    Care Delivery Solutions 4. Select Fax or Print Only • Fax - enables the system to fax prescrip tions using the fax number entered on the previous screen (with the excepti on of Schedule 2 and OTC drugs). • Print Only - prevents sending fax prescrip tions to this site. 5. Select Favorites to add this site to the practice Favorites list. 6. Tap S[...]

  • Page 25

    Care Delivery Solutions • Drug Leaflet • Dosing • Packaging • Generics • Clinical Inform ation • Ingredients • Brands • Manufacturers • Contraindications • Interactions • Allergic Reactions • Therapeutic Class Drug Reference Guide Examples 22[...]

  • Page 26

    Care Delivery Solutions 14.0 WORKFLOW HINTS AND TIPS e-Prescribing can be faster than writing a prescription on a pad if you use the shortcuts built into the PocketScript system. One shortcut is a Macro , a pre-written prescription that you create “on-the-fly” during the normal prescribing process and th en can re -use. PocketScript re members [...]

  • Page 27

    Care Delivery Solutions 4. Select the patient for whom you want to sche dule an appointment and click the associated See Patient page link. 5. Type the Date (m/d/yyyy) and Time (h:mm) of the appointment and then click Schedule. When you click Waiting on the Pocket PC or Incoming Calls on the BlackBerry, a list of patients with appointments on the c[...]

  • Page 28

    Care Delivery Solutions 15.0 FREQUENTL Y ASKED QUESTIONS Implementation Q: What kind of effort does it take on my part to be able to effectively implement ZixCorp’s PocketScript system? A: To gain the full benefit of the PocketSc ript system, you must be prepared to write every script using the system. If scri pts are written outside the system, [...]

  • Page 29

    Care Delivery Solutions Q: What happens if the fax prescription is not received by the pharmacy? A: The first line of defense is office st aff checking your Internet Browser Script Maintenance page at least twice a da y to see if there are any problems transmitting scripts to the pharm acies. You can also check the Script Log o n your device. The P[...]

  • Page 30

    Care Delivery Solutions Q: Why do I have to accept or reject the Multum license agreement every six months? A: Multum provides the drug information that is used in the PocketScript application. Under the te rms of the Multum license agreement for this information, users of the data must re confirm their acceptance of the agreem ent every six months[...]

  • Page 31

    Care Delivery Solutions Q: Does the PocketScript system link to my patient management system? A: ZixCorp offers a free HL7 interface that connects the PocketScript sy stem to your practice management system . The HL7 requires a Windows 2000 PC or higher to run the PocketScript portion of the interface. Consult your p ractice management system vendo[...]

  • Page 32

    Care Delivery Solutions Data and Security Q: Where is my patient and prescription data stored if it isn’t on my handheld? A: Your data is stored in the SysTru st™ and SAS-70 certifi ed, HIPAA-compliant ZixData Center™. Access to this data center is cont rolled by various methods, including biometric finger s canning and security codes. Q: Wh [...]

  • Page 33

    Care Delivery Solutions Caution: In some cases, troubleshooting and repairing PocketScript problems may require a memory reset of your handheld and result in the loss of personal data. If you depend on the data contained in these programs, be sure to “hot-sync” your handheld to a computer other than the PocketScript system server to prevent pos[...]

  • Page 34

    Care Delivery Solutions • Tap the Battery Power tab at the bottom, and then tap the drop-down arrow to select a new amount of idle time before the screen dims. • Tap the External Power tab at the bottom, and then tap the drop-down arrow to select a new amount of idle time before the screen dims. Pocket PC won’t power on: • Dock the Pocket P[...]

  • Page 35

    Care Delivery Solutions • Tap the PocketScript icon or select PocketScript from the Program s menu. If you still have problems connectin g, use the stylus to press the Reset button on the side of the Pocket PC. • Retry opening PocketScript and if th ere is still no connection, contact PocketScript Support or see th e Appendix, 19.1.2 Setup for [...]

  • Page 36

    Care Delivery Solutions Optionally, you may also establish connectivity to your practice management system with a free HL7 connection. • A PocketScript representative will provide th e software and instructions to load the PrintServer software on the old server or a PC to enable remote printing at your site. 19.1.2 S ETUP FOR N EW I NSTALLATIONS [...]

  • Page 37

    Care Delivery Solutions • Tap in the Address bar to highlight th e current address a nd replace it by typing https://www.eprescriber.com/handheld and then tap Go. Important: Be sure to add the “s” for the secure hypertext transfer protocol (https ) . • Follow the on-screen instructions: o Type your User ID and Password and tap Login. Note: [...]

  • Page 38

    Care Delivery Solutions 20.0 EXERCISES Initial Log On Test Patients and Pharmacy New Prescription Workflow Exercise 1: Selecting a Patient Exercise 2: Selecting a Drug Exercise 3: Completing the Prescription Exercise 4: Sending a Prescription to the Pharmacy Refill Workflow Exercise 5: Refilling Prescr iptions from Drug History Exercise 6: Approvin[...]

  • Page 39

    Care Delivery Solutions Exercise 2: Selecting a Drug PocketScript provides several methods for selecting a drug: • Drug List, described in detail below • Drug History, see Exercise 5 below and more details in Section 5.3 in this User’s Guide • Macros, see Section 5.2 in this User’s Guide To Choose from the Drug List 1. Tap Drug List. The [...]

  • Page 40

    Care Delivery Solutions Send will fax the p rescription to the selected p harmacy. Print will print the p rescription at the network p rinter. Note: Printed p rescriptions require a handwritten signature. Exercise 4: Sending a Prescription to the Pharmacy When all of the script details have been entered, you can fax the prescription to the pharm ac[...]

  • Page 41

    Care Delivery Solutions Exercise 6: Approving Refill Requests A test patient refill request should first be entere d in the Internet Browser version to follow this exercise. When you have refill requests waiting for your approval, the Rx icon at the bottom of the screen appears red. 1. Tap the Rx icon. OR Tap Tools and then tap Queueing. A list of [...]

  • Page 42

    INDEX A access point, 32 additional scripts, 13 allergies add, 19 view, 7 warning, 15 application reinstall, 33 assistance, 32 B battery, 28 C change script, 13 charge, 24, 28 color codes formulary, 7 confirmation, 13, 37 connectivity, 31 coverage, 16 D deny prescription, 17 dispensed drug history, 6 dock, 24 dose, 9 drug, 9 allergies, 15 drug hist[...]

  • Page 43

    Care Delivery Solutions HIPAA, 29 HL7 interface, 28 I include expired, 5 individual coverage, 16 instruction, 9 interaction, 14 Internet, 30 L Linksys, 31, 33 log prescription, 18 log in, 2 logoff, 13 M macro, 5, 23 new, 14 mail order pharmacy, 26 maintenance, 23 N network, 31 P password, 2 patient, 9 coverage, 16 data entry, 27 demographic data, 1[...]

  • Page 44

    Care Delivery Solutions Q quantity, 10 queue, 16, 24 R refill, 5, 9 queue, 16 reinstall, 33 reset, 31 router, 31 RxHub, 16 S screen, settings, 30 script log, 18 security, 29 send prescription, 17 send script, 13 signature, 2 speech recognition, 28 summary screen macros, 14 prescription, 8 support, 32 T time-out, 3 tips, 23 treat, 11 treatment, 6 tr[...]