Workflow Triggers

Trigger actions can automatically place prescriptions into custom queues after a specific action is performed on the prescription.
This helps streamline daily workflow by reducing manual steps and increasing automation, making the prescription process faster and more efficient.

To access the Workflow Trigger Configuration screen, click on Workflow 1. Configure Workflow Triggers.

The current actions for trigger/action possible are:

Rx is Entered into the System
Verified Data Entry (PV1)
Insurance Claim is Approved
Insurance Claim is Rejected
Insurance Claim is Reversed
Prior Auth Request is Sent
Label is Printed
Rx is Verified before Fill
Rx is Verified before Dispense
Rx is ready to Dispense
Rx is Dispensed
Returned by Patient
Refill Request Sent
Rx is Transferred

Adding a New Trigger

To add a new trigger, click "Add New Trigger."

Configure Workflow Trigger Settings

Trigger/Action: Select the event that will trigger the prescription to be placed in a queue. Options include:
- Rx is Entered into System, Verified Data Entry (PV1), Insurance Claim is Approved, Insurance Claim is Rejected, Insurance Claim is Reversed, Prior Auth Request is Sent, Label is Printed, Verified before Fill, Verified before Dispense, Rx is Ready to Dispense, Rx is Dispensed, Returned by Patient, Refill Request Sent, and Rx is Transferred.
Queue Name: Create a queue which the trigger can place the Rx into, for more info see Manage Rx Custom Queues.
New/Refill Filter: Filter by All Rxs, New Rxs only, or Refills Only
Cash/Ins Filter: Filter by All Rxs, Cash Rxs, or Third Party Rxs only.
Compound Filter: Filter by All Rxs, Compounds only, Non-Compounds only.
Dispense Method: Filter by Pickup, Delivery, and Mail/Ship
Drug Schedule: Filter by Non Control, C2, C3, C4, and C5.

In the example above, we're configuring a trigger so that whenever an "Rx is Entered into System," it is automatically added to the "Needs to be verified" queue for all Rxs. This ensures every entered prescription is sent directly to the verification queue for the appropriate staff to review.

Triggers simplify hand-offs between technicians and pharmacists and can be customized to fit your pharmacy’s workflow.

You can create as many triggers as needed, but avoid overcomplicating workflows. As we gather feedback, more triggers and actions may be added based on pharmacy requests.

When the trigger is defined, simply click "Save" to save it, "Delete" to delete it, "Cancel" to clear the screen, and "Exit" to exit this screen.