Open

Workflow Triggers

Trigger actions can automatically cause prescriptions to be placed in custom queues after a predetermined action is taken/done to the prescription itself. This can speed up and facilitate more automation to assist your day to day workflow by eliminating unnecessary steps of the prescription process.

The current actions possible are:

• Rx is Entered into the System

• 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 Dispensed

• Rx is Returned by Patient

• Refill Request Sent

• Rx is Transferred

Adding a New Trigger

In order to add a new trigger, first select "Add New Trigger."

Open

In the above example we're configuring a trigger for whenever a prescription "Label is Printed" to automatically add the RX into the queue named "Needs to be verified" for All Rxs. This way every time a prescription label is printed, the RX will automatically move to the verification queue to be verified by whomever is in charge of that step. These triggers allow for much easier hand-offs from technicians to pharmacists and can be customized for the way your pharmacy works. You can create as many triggers as you like (although we do not recommend overcomplicating workflows just for the sake of this tool); as the feature expands and we receive customer feedback, we will look into adding more triggers/actions as pharmacies request them.

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.