GSL Solutions ICABR01 INTCV01 User Manual part 1 of 2

GSL Solutions, Inc. INTCV01 part 1 of 2

Contents

User Manual part 1 of 2

  © 2011 GSL SOLUTIONS, INC. 2414 SE 125th Ave., Vancouver, WA 98683 USA  •  TEL: 360.896.5354 •  FAX: 360.397.0496   Document Number: GSL-ISUM-02.0-RETAIL October 2011 GSL Company Confidential – Not to be disclosed to third parties without express written consent.   WILL-CALL L INTELLICAB™ SYSTEM (GWIS)S   USER’S   GUIDE   GSL SOLUTIONS, INC.            The world’s only solution for tracking  prescriptions that streamlines  your pharmacy operation  from end to end…   ... by just moving it.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 2 of 103   FCC WARNING STATEMENT  The IntelliCab and IntelliPad equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not professionally installed, may cause harmful interference to radio communications.   FCC COMPLIANCE STATEMENT  This device complies with Part 15 of the FCC Rules. Operation of this device is subject to the following conditions: this device may not cause harmful interference and this device must accept any interference received, including interference that may cause undesired operation.  FCC Caution  To assure continued compliance, any changes or modifications not expressly approved by the party responsible for compliance could void the user's authority to operate this equipment.   CANADIAN DOC STATEMENT  This digital apparatus does not exceed the Class B limits for radio noise for digital apparatus set out in the Radio Interference Regulations of the Canadian Department of Communications.  Le present appareil numerique n.emet pas de bruits radioelectriques depassant les limites applicables aux appareils numeriques de las classe B prescrites dans le Reglement sur le brouillage radioelectrique edicte par les ministere des Communications du Canada.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 3 of 103    INTELLICAB™ SYSTEM USER’S GUIDE TABLE OF CONTENTS  CHAPTER 1.  INTRODUCTION .................................................................................................................................. 8 1.1. USING THE INTELLICAB™ SYSTEM.............................................................................................. 8 1.1.1. SYSTEM OPERATIONS ................................................................................................................. 9 1.1.2.  TERMS ......................................................................................................................................... 10 1.1.3.  EQUIPMENT DESCRIPTION ...................................................................................................... 10 1.2. GSL INTELLISYS FEATURES ....................................................................................................... 11 1.2.1. ENTRY [F1] ................................................................................................................................... 11 1.2.2. VERIFY [F3] .................................................................................................................................. 11 1.2.3. SEARCH [F2] ................................................................................................................................ 11 1.2.4. RETURN TO STOCK [F4] ............................................................................................................ 11 1.2.5. INSPECT [F6] ............................................................................................................................... 11 1.2.6. HISTORY [F7] ............................................................................................................................... 11 1.2.7. REPORTS [F10] ........................................................................................................................... 11 1.2.8. ADMIN [Alt+A] .............................................................................................................................. 11 CHAPTER 2. BASIC SYSTEM OPERATION .................................................................................................... 12 2.1. STARTING INTELLISYS ON THE WORKSTATION ................................................................. 12 2.2. LOGGING IN/OUT OF THE SYSTEM ............................................................................................. 13 2.2.1 LOGGING IN AT THE BEGINNING OF SHIFT. ............................................................................ 13 2.2.2. ACCESSING (USING) THE SYSTEM .......................................................................................... 14 2.2.3. MULTIPLE SERVER LOG-IN ....................................................................................................... 14
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 4 of 103   2.3.  LOG OUT OF THE SYSTEM ......................................................................................................... 16 CHAPTER 3. ENTER PRESCRIPTIONS INTO THE SYSTEM - ENTRY [F1] ................................................. 17 3.1. USING THE ENTRY [F1] SCREEN ................................................................................................ 17 3.1.1. NORMAL COUPLING ................................................................................................................... 18 3.1.2. COUPLING PRESCRIPTION(S) IN THE REFRIGERATOR ........................................................ 19 3.1.3. COUPLING PRESCRIPTION(S) TO THE OVERSIZED AREA.................................................... 21 3.1.4. CUSTOM ITEM COUPLING ......................................................................................................... 21 3.2. SPECIAL ACTION ICONS .............................................................................................................. 23 3.2.1. NOTES .......................................................................................................................................... 24 3.2.2. REMOVE ITEMS FROM THE SYSTEM ....................................................................................... 25 3.2.3. RESET ITEMS FROM A SMARTBASKET ................................................................................... 25 3.2.4. REMOVE ITEMS FROM A SMARTBASKET ............................................................................... 25 3.2.5. CREATE A FOA/TOS FOR AN ITEM ........................................................................................... 26 3.2.6. DO NOT DISPENSE BEFORE DATE........................................................................................... 27 3.2.7. CREATION DATE ......................................................................................................................... 27 3.3. COUPLED PRESCRIPTION(S) AND SMARTBASKETS ............................................................... 28 3.3.1. FILE COUPLED  PRESCRIPTIONS IN THE INTELLICAB.......................................................... 29 CHAPTER 4. RETRIEVE PRESCRIPTIONS - SEARCH [F2] ............................................................................. 30 4.1. THE RETRIEVAL PROCESS: PHOTO OVERVIEW ...................................................................... 30 4.2. LOCATE A PRESCRIPTION FOR RETRIEVAL ............................................................................. 30 4.3. PICK TO THE LIGHT ...................................................................................................................... 34 4.3.1. FOLLOW THE LIGHTS................................................................................................................. 34 4.3.2. SECOND PATIENT IDENTIFIER .................................................................................................. 34 4.3.3. MANDATORY CONSULT ............................................................................................................. 38 4.3.4. AUTHENTICATE........................................................................................................................... 40 4.3.5. RETRIEVE .................................................................................................................................... 40
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 5 of 103   4.4. AUTOSIGN ...................................................................................................................................... 42 4.4.1. BASIC AUTOSIGN PROCEDURE ............................................................................................... 42 4.4.2. AUTOSIGN PROCESSING OPTIONS ......................................................................................... 43 4.5. OTHER FEATURES ........................................................................................................................ 44 CHAPTER 5.  RETURN PRESCRIPTIONS TO STOCK (RTS) - [ F4 ].............................................................. 46 5.1. RTS PROCESS ............................................................................................................................... 46 5.2. RTS REPORTS ............................................................................................................................... 48 CHAPTER 6. INSPECT PRESCRIPTIONS - INSPECT [ F6 ] ............................................................................. 49 6.1. FINDING PRESCRIPTIONS USING THE INSPECT TAB .............................................................. 49 CHAPTER 7. IDENTIFY PRESCRIPTION STATUS - HISTORY [ F7 ] ............................................................. 54 7.1. NARROWING YOUR SEARCH ...................................................................................................... 55 CHAPTER 8. GENERATE A REPORT - REPORTS [ F10 ] ................................................................................ 57 8.1. REPORT TYPES. ............................................................................................................................ 57 8.2. REPORT BY PATIENT NAME. ....................................................................................................... 57 8.3. REPORT BY LOCATION. ............................................................................................................... 57 8.4. RX AGING REPORT. ...................................................................................................................... 57 8.5. REPORT BY DRUG. ....................................................................................................................... 57 8.6. VOLUME SUMMARY. ..................................................................................................................... 57 8.7. VOLUME BY OPERATOR. ............................................................................................................. 57 8.8. HISTORY. ........................................................................................................................................ 57 8.9. PARTIALLY DELIVERED ORDERS. .............................................................................................. 57 8.10. HIPAA NOTICES........................................................................................................................... 57 8.11. TAG MISREADS. .......................................................................................................................... 58 8.12. CENTRAL FILL RECEIVE. ........................................................................................................... 58 8.13. CENTRAL FILL RETURN. ............................................................................................................ 58 8.14. INVENTORY. ................................................................................................................................. 58 8.15. STEPS TO GENERATE A REPORT............................................................................................. 58 8.16. VOLUME REPORTS. .................................................................................................................... 59 8.17. VOLUME BY OPERATOR. ........................................................................................................... 61 CHAPTER 9.  THE SYSTEM ADMINISTRATOR .................................................................................................. 62 9.1. INITIAL SET UP AND ADMINISTRATOR FUNCTIONS ................................................................ 62 9.2. ACCESS LEVEL ............................................................................................................................. 62 9.2.1. ADMINISTRATOR ........................................................................................................................ 62 9.2.2. SUPERVISOR ............................................................................................................................... 62
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 6 of 103   9.2.3. RPH ............................................................................................................................................... 62 9.2.4. OPERATOR .................................................................................................................................. 62 9.3. IDENTIFY NEW USER OR UPDATE AN EXISTING USER ........................................................... 63 9.3.1. ADD OR UPDATE USERS ........................................................................................................... 63 9.3.2. EDIT A USER ................................................................................................................................ 63 9.3.3. ENTER A NEW USER .................................................................................................................. 63 9.4. ADD SMARTBADGES .................................................................................................................... 64 9.5. RESET OR PLACE A DRAWER ON- OR OFF-LINE ..................................................................... 65 9.6. UPLOAD LOGS .............................................................................................................................. 66 CHAPTER 10.  USER ALERTS ................................................................................................................................. 67 CHAPTER 11.  TROUBLESHOOTING ................................................................................................................... 71 11.1. POWER ......................................................................................................................................... 71 11.2. INTELLICAB DRAWER REMOVAL ............................................................................................. 71 11.3. INTELLICAB DRAWER REPLACEMENT .................................................................................... 72 11.4. ALIGN THE DRAWERS ................................................................................................................ 73 11.5. STARTING THE FAIL-OVER SERVER ............................................................................................ 74 11.6. FIND PRESCRIPTIONS IF THE SYSTEM GOES DOWN .................................................................. 74 11.7. LOCATE FAILED RFID TAGS WITH AN ELECTRONIC CUBBY REPORT ....................................... 74 CHAPTER 12. SYSTEM BACKUP AND RECOVERY ........................................................................................ 76 12.1. DATABASE AND EVENTLOG BACKUP ..................................................................................... 76 12.2. STANDBY SERVER ...................................................................................................................... 76 12.3. PATIENT REPORT/PDF BACKUP ............................................................................................... 76 12.3.1. STEPS TO LOCATING AND USING THE PATIENT REPORT ................................................. 77 12.3.2. STEPS TO UPDATE THE SYSTEM ONCE ALL INTELLICABS ARE BACK ONLINE ............ 78 12.4. DEVICE FAILURE AND RECOVERY OPERATION ..................................................................... 80 12.4.1. INTELLIPAD AND COMPONENTS ............................................................................................ 80 12.4.2. INTELLIPAD FAILURE ............................................................................................................... 81 12.4.3. SCANNER FAILURE .................................................................................................................. 82 12.4.4. SCANNER FAILURE - ENTRY SCREEN ................................................................................... 82 12.4.5. SCANNER FAILURE - LOGIN SCREEN .................................................................................... 82
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 7 of 103   12.4.6. SCANNER FAILURE - SEARCH SCREEN ................................................................................ 83 12.4.7. INTELLIDRAWER FAILURE ...................................................................................................... 83 12.4.8. SWAP BASKETS........................................................................................................................ 83 12.4.9. USE DRAWER IN OFFLINE MODE ........................................................................................... 84 CHAPTER 13.  SUPPORT AND WARRANTY ...................................................................................................... 86 13.1. ABOUT GSL SOLUTIONS, INC ................................................................................................... 86 13.2. WARRANTY ................................................................................................................................ 86 13.3. HELP DESK .................................................................................................................................. 87 APPENDIX A: USER IDENTIFICATION AND ROLES......................................................................................... 88 APPENDIX B: INSTALLATION OF GSL WILL-CALL CLIENT APPLICATION (WCC) ............................... 90 B.1. INFORMATION NEEDED FOR INSTALLATION ....................................................................... 90 B.1.1. PREPARING TO INSTALL THE GSL WILL-CALL CLIENT ....................................................... 90 B.2. INSTALLATION PROCEDURES FOR THE GSL WILL-CALL CLIENT SOFTWARE................... 91 B.3. CONFIGURE THE WCC APPLICATION ON THE SERVER ......................................................... 94 B.4. OPTIONAL SCANNER AND INTELLIPAD CONFIGURATION ..................................................... 99 APPENDIX C:  GSL SOLUTIONS WILL-CALL INTELLICAB™ SYSTEM OVERVIEW ............................101
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 8 of 103   CHAPTER 1. INTRODUCTION Congratulations on your selection of the Will-Call IntelliCab™ System from GSL Solutions,  Inc.  Equipped  with  radio  frequency  identification,  or  RFID,  the IntelliCab is an intelligent new system designed to provide user accountability as you identify, track, store, and accurately retrieve every prescription ─ every time! From the very first day of operation, your new IntelliCab System will make your will-call pharmacy operation more productive, more efficient, and much easier to manage on a day-to-day basis. When your system goes “live,” you’ll experience the benefits of the IntelliCab System firsthand as you streamline your pharmacy workflow,  improve  accuracy,  reduce  costs,  and  deliver  outstanding  customer service. The System combines standard RFID tags (affixed to our SmartBaskets™) with GSL’s proprietary  RFID  readers, our  unique lockable  electronic  cabinet  design, our  three-dimensional  storage  drawers,  and  our  real-time  IntelliSys™  tracking software.  The  sleek,  uncluttered  design  of  the  IntelliCab  System  creates  a professional, HIPAA-compliant appearance. And the system is very easy to use. Once  installed,  your  IntelliCab  will  virtually  eliminate  filing  and  retrieval  errors, annoying  waiting  lines,  rummaging  through  hanging  bags  or  drawers,  and dissatisfied customers. 1.1. USING THE INTELLICAB™ SYSTEM ► At its most basic level, the System has two primary user operations: 1) Filing prescriptions into the system, and  2) Retrieving prescriptions from the system. Filing  Prescriptions:  The  filing  process  begins  when  prescriptions  are “linked”  for  tracking.  Each  of  the  GSL  workflow  baskets,  called “SmartBaskets,”  has  an  RFID  chip  embedded  in  one  end.  One  or  more prescriptions for a single patient are then individually “associated” or linked to the basket(s). GSL refers to this process as “coupling.” During the coupling process, GSL makes use of the pharmacy management interface to verify that no two patients’ prescriptions are accidentally bundled within the same SmartBasket. This reduces the possibility of “mis-bundling” prescriptions.  Once  SmartBasket-prescription  combinations  have  been coupled, they can be filed in any available IntelliCab location. Every cell in each of the  IntelliCab drawers contains an RFID reader that automatically records the presence and location of the SmartBasket. This feature allows the  user  to  file  “coupled”  SmartBaskets  anywhere  they  fit  within  the IntelliCab. Retrieving  Prescriptions:  Prescriptions  are  retrieved  using  GSL’s intelligent  Pick  to  the  Light  technology.  The  IntelliCab  employs  a
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 9 of 103   combination  of  Lights,  Sound and  RFID  technology  to  deliver  real-time confirmation that the worker retrieved the correct prescription(s).   1.1.1.  SYSTEM OPERATIONS User accountability is a key feature of the System. During System set-up,  each  user  is  given  a  defined  User  Role  and  assigned  a  User SmartBadge™. The User Role determines which system operations will be  available  to  the  particular  user,  and  the  SmartBadge  confirms  the user’s access for every operation. From linking prescriptions to opening drawers, user access and all system activity are recorded in real-time. Five basic user roles must be defined when the system is installed: the Operators, the Pharmacists (RPh), the Vault Tech, the Supervisors, and the  Administrators.  A  checklist  for  entering  users  into  the  system  is provided in Appendix A. 1.1.1.1. Operators. In  general,  all  users  can  perform  the  following operations:  ENTRY  [F1]  is  used  to  enter  customer  data  and  begin  the  filing process,  including  the  linking/unlinking  process  of associating with SmartBaskets.  SEARCH [F2] is used for will-call lookup and prescription retrieval.  RETURN TO STOCK [F4] is used to locate items to be restocked.  HISTORY [F7] is used to locate available information about single or  multiple  prescriptions,  whether  or  not  they  have  been delivered.  REPORTS [F10] are used to Print reports or Save them to a file. 1.1.1.2. RPH. Reserved for the Pharmacist. The Pharmacist can override warnings, but does not have access to the Admin [Press Alt+A] screen.  1.1.1.3. Supervisors perform the general operations, above, plus:  INSPECT  [F6] –  locate  prescriptions  for  verification  (does  not unlink). NOTE:  The  System  software  provides  real-time  tracking  of prescriptions. All screens are dynamic, and refresh in real time, so users continuously receive accurate information. 1.1.1.4. Administrators have  a  unique  set  of  functions  they  must perform to prepare the system for use and maintenance. The Administrator functions are included in  Chapter 9. A separate function –ADMIN [A + Alt]– is available only to Administrative personnel  and  is  used  to  configure  the  database,  enter
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 10 of 103   SmartBadge and user I.D. information, set intervals for reports, etc.   1.1.2. TERMS The following terms are used throughout this Guide. Coupling Station – The physical location of one of the networked PCs, which may include an RFID pad reader and a barcode scanner, where prescriptions are linked (“coupled”) to their basket I.D., identified in the database, and sealed for shelving. SmartCells™ –  The  uniquely-identified  locations,  or  “cubbies,”  into which individual SmartBaskets are placed. FOA – “Fill On Arrival.” Term used in retail. Interchangeable with TOS; “Temporarily Out of Stock” or Partial Fill. Will-Call  Client  (WCC) –  The  interface  between  the  users  and  the IntelliSys  server.  Allows  the  users  to  access  the  database  and IntelliCabs. AutoSign™ – An  add-on system to  IntelliSys to  electronically capture, store,  and  manage  signatures.  This  feature  may  be  configured  as signature  required  for  no  safety  caps,  all  prescriptions,  for  controlled substances, or for special handling drugs.  1.1.3.  EQUIPMENT DESCRIPTION  IntelliPad™ – RFID pad reader, located on or under the counter at the coupling station. IntelliCab™ –  The  cabinets  that  house  3  to  4  drawers  using  RFID technology to track prescriptions. Each drawer operates independently of each other. So in an event where a drawer has become unusable, the adjacent drawers can  house the  prescriptions until the  drawer  can be repaired.  IntelliSys™ Server – The primary  computer containing  GSL’s  software and the IntelliCab database; used for managing the IntelliCab System. The IntelliSys Server includes two customized servers – a primary and a backup. SmartBaskets™ – GSL’s patented containers equipped with RFID tags and  lids.  Used  as  containers  for  all  prescription  information  and materials throughout the filling, storing and retrieval process.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 11 of 103   SmartBadge™ – An I.D. badge that uses the same RFID technology as the SmartBaskets to identify users to the IntelliCab drawers and the Will-Call Client. 2D  Scanner –  Multiple  purpose  scanner.  Used  primarily  at  customer pickup  windows  for  its  ability  to  read  2  dimensional  barcodes  on  I.D. cards. Bluetooth  scanner – Wireless  scanner  used  to  remotely  couple  items into overstock and refrigerator locations. Signature  Pad –  A  USB  powered  device  used  in  conjunction  with AutoSign to capture a patient’s signature. 1.2. GSL INTELLISYS FEATURES ► Press the associated Function or Combo keys to access each of these features: 1.2.1. ENTRY  [F1]─to  quickly  enter customer  information  via  a  keyboard  or barcode reader and begin the filing process.  1.2.2. VERIFY [F3]─to ... 1.2.3.  SEARCH [F2]─to locate a patient’s prescriptions and associated items, such  as  notes,  special  orders,  etc.  IntelliSys  allows  for  several  ways  to search the database. The  preferred and most accurate way is to scan the patient’s I.D. card. Alternatively, prescriptions can be retrieved using only a few key strokes to identify the customer’s name, prescription I.D., etc.  1.2.4.  RETURN  TO  STOCK  [F4]─to  locate and  retrieve  items  that need  to  be retrieved from Will Call and returned to stock. 1.2.5.  INSPECT  [F6] ─to  locate  a  prescription,  drug,  or  patient  filed  in  the IntelliCab  to  verify  content,  patient,  or  quantity.  After  inspection,  the SmartBasket does not require re-linking. (User must have supervisor access for this function to be visible). 1.2.6.  HISTORY  [F7]─to locate available information about single or multiple prescription(s), whether or not they have been delivered. 1.2.7.  REPORTS [F10]─to print reports or save to file. Users can view and print reports by drug and quantity, patient name, location, aging status, or partial delivery status. 1.2.8.  ADMIN [A + Alt]─available only to Administrative personnel and can be used to configure the database, enter badge and user I.D. information, set intervals  for  reports,  etc.  This  option  is  not  visible  to  non-Administrative users.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 12 of 103   CHAPTER 2. BASIC SYSTEM OPERATION The System differentiates between logging in at the beginning of your shift and logging in during your shift to use the System. At the beginning of your shift, an RFID SmartBadge must be associated to the user and log-in credentials must be entered.  During  your  shift,  logging  in  is  as  simple  as  placing  your  associated badge on the RFID pad, by scanning the barcode on your badge, or typing the SmartBadge’s three-digit code. 2.1. STARTING INTELLISYS ON THE WORKSTATION  If  the  software  is  not  yet  in  use  on  the  workstation,  you  must  begin  by double-clicking  the  GSL  Solutions  icon  on  the  desktop.  The  software performs an automatic verification  to  ensure the system is using the most current version. If updates are available, automatic downloading begins and a progress box is displayed. A splash screen appears containing a series of check boxes. If any part of the initialization process is interrupted, the user should contact their IT department. Splash screen initialization includes: a.  Application server reachable. b.  Establishing queue service to Location server. c.  Establishing queue service to Application server. d.  Heartbeat from Location server. e.  Heartbeat from Application server. f.  Getting configuration.  Figure 1. Initialization screen.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 13 of 103   2.2. LOGGING IN/OUT OF THE SYSTEM.  2.2.1. LOGGING IN AT THE BEGINNING OF SHIFT. Users must  log-in  at the start  of  each shift.  The duration of  each shift  is determined  by  the  Administrator.  To  log-in,  Users  identify  themselves  by using the User SmartBadge associated with them for that day. Logging in can  be  accomplished  by  placing  the  SmartBadge  on  an  IntelliPad,  by scanning  the  SmartBadge  I.D.  barcode  with  a  barcode  scanner,  or  by typing in the SmartBadge’s three-digit code at the Log-in screen. TIP: You can log-in to the IntelliSys System using any available client workstation.   Figure 2. Log-in screen. Place your I.D. badge on the RFID reader or barcode scanner to identify your  badge  to  the  system.  You  may  also  enter  the  three  alphanumeric characters displayed on your GSL RFID badge (its “friendly name”).  After you have identified your badge to the system enter your Log-in name and  password.  The  Log-in  name  is  not  case  sensitive.  The  password is case-sensitive. You only have to log-in once per day or per shift. After you have logged in, your badge is activated for the duration of your shift. If you manually enter the information, your log-in Name and Password must be entered accurately before you will be given access to the System.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 14 of 103   2.2.2.  ACCESSING (USING) THE SYSTEM   After completing the ‘beginning of shift’ log-in; the user can access the System by:  a)  Placing the associated I.D. badge on an RFID reader;  b) scanning the SmartBadge barcode with any available GSL scanner,   or,  c) typing the SmartBadge “friendly” name and providing  username and password. 2.2.3.  MULTIPLE SERVER LOG-IN  Some installations of IntelliSys require independent servers for multiple local  pharmacies.  While  each  pharmacy  “site”  is  accessible  from  any location,  you  must  treat  each  log-in  as  unique  for  each  location.  For instance,  if  you  log-into  pharmacy  A  for  the  day  and  later  need  to access the database at pharmacy B, you must also log-in in for the day at pharmacy B. When logging into a system with multiple servers, you must first select the proper location and log-in as normal. To access the Log-in screen, press [F9] to log-out and then click the “Switch Servers” button.   Figure 3. The server selection dialog box. Select the server you wish to  log-in to and click the OK button.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 15 of 103     Figure 4. Multi Server Log-in Box. Note the Server identified in the bottom of the box by name and color. Each server will have a unique name and color associated with it. Click the Switch Server button on the bottom right to return to the server selection dialog box. When working in a multiple-site configuration, make sure to enter prescriptions into the correct pharmacy server.  Figure 5. The Entry Screen [F1].   TIP: Each server location is identified at the top of the screen by name and a color.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 16 of 103   2.3. LOGGING OUT  To log-out, press [F9] or click the   symbol. TIP:  GSL  recommends  users  log-out  whenever  they  leave  the workstation for a period of time. This ensures the system only records transactions performed by active users.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 17 of 103   CHAPTER 3. ENTER PRESCRIPTIONS INTO THE SYSTEM – ENTRY [ F1 ]   Figure  6.  ENTRY [F1]  screen. The  Working  Area  is used to  provide all the  necessary information  about  a  given  prescription  or  set  of  prescriptions.  The  right  side  provides current status of the prescription(s). Note: For installations where multiple local pharmacies can be accessed, you  must  first  select  and  log-into  the  proper  location  before  entering prescriptions into the system. (See section 2.2.3.) ►  During  the  prescription  entry  process,  the  System  software  continuously displays the real-time status of items associated with a given patient, as shown in the two areas on the right side of the entry screen. In the Associated items area on  the  left  side  of  the  ENTRY  [F1]  screen,  icon  buttons  are  used  to  provide additional information or to modify a prescription entry.  3.1. USING THE ENTRY [F1] SCREEN The association between a SmartBasket and the prescription(s) it contains must be entered into the system at some time during the production process, before the prescription is filed. This process is known as “coupling” or “linking”.   Types of Coupling:   Coupling prescriptions to a SmartBasket.   Coupling prescriptions in the Refrigerator.   Coupling prescriptions to the Oversized Area.   Custom Item Coupling (Lost I.D. Card, Hard Copy Prescription, etc.). WORKING AREA
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 18 of 103    Coupling  Tip:  The  System  requires  coupling  to  be  done  in  a  series  of predetermined  sequences.  First,  it  wants  to  see  a  SmartBasket  on  the IntelliPad. After the System successfully reads the SmartBasket, you can then scan the Rx number barcode.     3.1.1.  NORMAL COUPLING  1.  Use your badge to identify yourself and access the database (Log-in).   2.  Press  F1  to  access  the  ENTRY  screen.  Note  the  three  main  areas  of  the screen (Figure 6).  3.  Use the IntelliPad RFID reader to read the SmartBasket RFID tag.  4.  Scan the prescription to enter the item number, patient name, etc., into the database.  The  SmartBasket  I.D.  is  now  ‘coupled’  to  the  prescription(s);  the Basket/Location is shown at the lower left of the screen, and the item is added to the list on the lower right of linked prescriptions ready for filing,  under ‘Current status of recent transactions.’ TIP: Be sure to wait to hear the confirming beeps before removing or filing the  SmartBasket.  If  you  don’t  hear  a  confirming  beep  but  the  screen acknowledges you have successfully coupled the prescription, check the volume setting on the workstation’s external speakers.  Note:  If  you  get  out  of  sequence  and  scan  a  prescription  barcode  and  no SmartBasket is present on the IntelliPad RFID reader, a warning is displayed on the screen.  Plus, your scanner will alarm and beep until you acknowledge the error. Click the OK button to proceed.  The  “No  Baskets”  section  of  the  screen  must  be  kept  empty.  This  section highlights prescriptions that have been entered into the system but have not yet been  associated  with  a  SmartBasket  or  Oversize  bin.  Any  entries  in  the  “No Baskets” section must be reconciled before proceeding.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 19 of 103   Figure 7. ENTRY [F1] screen: Scan rejected - no SmartBasket present. Click the  OK button to proceed. 3.1.2.  COUPLING PRESCRIPTION(S) IN THE REFRIGERATOR Note:  You  can  file  refrigerator  items  using  any  of  the  GSL “Workstations”  or  “Coupling”  (with  IntelliPad)  stations.  The  filing process is slightly different depending on the type of scanner (tethered or wireless) associated with the workstation.  3.1.2.1. COUPLING STATION WITH WIRELESS SCANNER  If using a GSL Coupling Station (with an IntelliPad), the user must  a) Click  on  the  ‘Allow  RX  Scan  Without  Basket’  button  located  in  the upper-right of the Entry [F1] screen (see Figure 8).  b) Scan  the  barcode  on  the  desired  prescription(s)  with  the  wireless Bluetooth scanner.  c) Locate an empty bar-coded storage bin in the refrigerator. Scan the barcode  on  the  empty  bin  and  the  user  will  hear  a  “happy”  chirp indicating the linking occurred.    Note: The “Allow Rx Scan Without a Basket” button will deactivate after each successful  coupling attempt and  must be  reclicked to couple to another location.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 20 of 103                Figure 8. Entry screen close-up showing the “Allow Rx Scan without Basket” message.  3.1.2.2. COUPLING STATION WITH TETHERED SCANNER In this case, the user must bring the empty refrigerator basket to the workstation.   The process is similar to 3.1.2.1:  a) The  user  must  click  on  the  ‘Allow  RX  Scan  Without  Basket’  button located in the upper-right of the ENTRY [F1] screen (see Figure 8). b) Scan the prescription number barcode(s). c) Scan the barcode on the empty bin and the user will hear a “happy” chirp indicating the linking occurred. 3.1.2.3. WORKSTATION WITH TETHERED SCANNER  Note:    By  definition  “Workstations”  do  NOT  have  an  associated IntelliPad.  It  is  not  necessary  to  click  the  “Allow  RX  Scan  Without Basket”  button.  In  fact  the  button  won’t  be  visible  in  the  Workstation configurations.  The process:   a) Go to the ENTRY [F1] screen.  b)  Scan the prescription number barcode(s)  c) Scan the barcode on the empty bin and the user will hear a “happy” chirp indicating the linking occurred.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 21 of 103   3.1.3. COUPLING PRESCRIPTION(S) TO THE OVERSIZED AREA  To  file prescriptions in  the oversized area,  follow the  steps  listed  above  in section 3.1.2  COUPLING PRESCRIPTION(S) IN THE REFRIGERATOR.   3.1.4. CUSTOM ITEM COUPLING   A custom item is any non-prescription item without a barcode. For example you can couple a lost I.D. card or a hard copy prescription, to be handed back to the patient, into a SmartBasket.  1. Press [F1] to access the ENTRY screen.  2. Place a basket on the IntelliPad.  3. Enter the patient’s social security number into the “Rx or Name” field.   Note: entering the Patient’s social security number allows the items to be found  in the  Search  [F2]  tab by  scanning  the  patient’s  I.D.  card.  If  the social security number  is not known enter  the patient’s last name; when the patient returns the item will have to be found manually.  4. Enter all known customer information in the Customer Data field and click OK. It is important to fill in as much demographic information as possible to enable the Second Patient Identifier feature to work.    Figure 9. Customer data field.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 22 of 103   Note: If a patient has had items previously in IntelliSys their information will be saved  in  the  database.  Select  your  patient  from  the  drop-down  list  and IntelliSys will fill in the fields for you.   5. Enter the item’s description into the “Rx or Name” field.  Figure 10. Custom item description.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 23 of 103   TIP:  When  placing  the  prescription items  in  the  SmartBasket,  make  sure products containing foil seals and wrappers are not placed at the back of the SmartBasket. Foil packaging can interrupt the successful reading of the RFID tag in the basket (Figures 11 and 12).            Figures 11 and 12. Incorrect and Correct placement of items in SmartBasket. Foil packaging should not be placed at back of basket. 3.2. SPECIAL  ACTION  ICONS.  Special  action  icons  in  the  Associated  items window are used to deliver information or manage the status associated with a prescription. For example, notes may be entered with a prescription. You can hover or hold the cursor over each icon to see its function:  Figure 13. ENTRY [F1] screen close-up – Associated items.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 24 of 103   [Figures 15 -21. Icons and messages in the Associated items window.] 3.2.1.  NOTES  Notes. Hover over this icon to see any Notes already entered, or click to enter a new Note. Once a Note is entered, the Notes icon will be highlighted yellow. When the retrieval function is performed, a flashing alert above the patient’s name will indicate the notes below.   Figure 14. Entry screen close-up – Highlighted Notes icon.  Hold  the  cursor  over  the  highlighted  Notes  icon  to  see  any  notes  entered regarding the prescription, including by whom and when the item was entered.      To add a note to a prescription, click the  Notes  icon,  type  in  the information, and then close the box by clicking the “x” in the right corner or by moving the cursor outside the box. Figure 15. ENTRY [F1] screen close-up – Notes Window.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 25 of 103   Figure 16. Remove item from system.  Figure 18. Remove items from SmartBasket.  Figure 17. Reset and remove items. 3.2.2.  REMOVE ITEMS FROM THE SYSTEM Remove  this  item  from  the  system. Use this option in case of an incorrect entry.  Click  this  icon  to  completely redo  the  entry.  This  will  disassociate the prescription from the SmartBasket and  remove  it  from  the  system.  This can also be done by clicking on the “X all Items” button above the window.   3.2.3.  RESET ITEMS FROM A SMARTBASKET Reset and  remove this item from this SmartBasket. Click this icon to go  back  to  the  start  of  the prescription  entry  process  without removing  the  item’s  history.  This should  be  used  when  single  items need  to  be  removed,  rather  than taking  out  all  the  contents  of  the container.  The  removed  items  will  be shown in the “No Baskets” section of the screen. To remove the item(s) from the “No Baskets” section, re-scan the Rx into the same or another container.  3.2.4.  REMOVE ITEMS FROM A SMARTBASKET Remove  this  item  from  this SmartBasket.  This  option  lets the  user  move  an  item  to  a different  SmartBasket,  but  it retains  all  of  the  pharmacist’s verification  information.  For example,  if  several prescriptions  for  a  single patient  are  being  filled  and  the SmartBasket  is  full,  select  this option  to  move  one  or  more  of  the  materials  to  a  different  basket.  The removed items will be shown in the “No Baskets” section of the screen. To remove  the  item(s)  from  the  “No  Baskets”  section,  re-scan the Rx into the same or another SmartBasket.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 26 of 103   Figure 19. Create a FOA/TOS for an item.  Figure 21. ”Fulfills Rx” shows prescription completed. Figure 20. Error message – partial fill status. 3.2.5.  CREATE A FOA/TOS FOR AN ITEM Create a FOA/TOS for this item.  Click  this  option  to keep  track  of  partial  fills  or FOAs. When the prescription is  completely  filled,  the “Fulfills  Rx”  box  should  be checked. If it is not checked, more product will have to be provided when available.    An error message at the top of the working area will alert the user to the partial fill status of the prescription (Figure 20).  When  the  prescription  is filled,  the  Associated  items screen  indicates  the prescription is complete.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 27 of 103   3.2.6.  DO NOT DISPENSE BEFORE DATE   IntelliSys gives you the ability to change the date the item is available for pickup.  A user attempting to dispense the items will receive a warning that the item is not due to be dispensed until a specific date and will not have access to the items prior to the entered date.  To change the date click on the date in the “Not Before” column and enter a new date in the MM/DD/YYYY format, either by typing or by using the date picker, and press  [Enter]. After  the  date  has  been  changed it  will  be  highlighted  yellow  to indicate the date has been modified.    Figure 22.The yellow highlighted date indicates a modified date.  Note: Supervisors and Pharmacists will still get a warning when attempting to pull an item before a “Do Not DSP Before” date but they may choose to override it.   3.2.7.  CREATION DATE.  You may also edit the creation date using the same  methods  as  described  for  changing  the  do  not  dispense  date. Changing  this  date  will  only  affect  when  the  item  will  be  pulled  for  non-compliance. You cannot enter a future date into this field. A date picker is also provided here for easier editing.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 28 of 103   3.3. COUPLED PRESCRIPTION(S) AND SMARTBASKETS ►  Prescriptions entered into the System’s database and “coupled” or associated with  a  particular  SmartBasket  are  then  ready  to  be  shelved  (placed  into  the IntelliCabs). All coupled prescriptions, shelved or unshelved, are displayed on the lower right side of the Entry screen under the heading ‘Verified’ (Figure 23).  Figure 23. ENTRY [F1] screen close-up – Prescriptions ready for delivery.         Figure 24.Coupling Stations associate prescriptions with SmartBaskets for  filing and retrieval.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 29 of 103    3. FILE ANYWHERE IT FITS  2. AUTHENTICATE TO OPEN  1. PRESS BUTTON FOR LOCATION 3.3.1. FILE COUPLED PRESCRIPTIONS IN THE INTELLICAB With  multiple  IntelliDrawers  available,  the  users  need  to  know  which IntelliDrawer has the most available “cubbies” for each size SmartBasket. To find the most  available,  the user simply presses the round  blue  button  on ANY IntelliDrawer and the GSL Logo will light up the most available of each size SmartBasket (small, medium, and large). Once an IntelliCab drawer is identified as having the most available space, the  user  must  “authenticate”  access  to  the  IntelliCab  by  holding  his/her SmartBadge up to the numeric pad on the IntelliDrawer. (Users must log-in at the start of the shift before they are allowed to access the IntelliDrawers. See Chapter 2, section 2.1.) When authenticated, the GSL Logo flashes to notify the user that access has been granted. Once  authenticated,  open  the  drawer  and  place  the  appropriate SmartBasket  in  any  available  cubby.  The  SmartBasket  is  placed  into  the cubby with the opening facing out. Once the SmartBasket is “shelved,” green indicator lights flash below the SmartBasket and a “happy” chirp notifies the user the SmartBasket has been shelved successfully.  After  the  user  shelves  all  available  SmartBaskets  of  a  particular  size,  or when  there  are  no  empty  cubbies  remaining,  simply  close  the  drawer. Repeat as necessary.           Figure 25. Filing linked SmartBaskets into the IntelliCab.  TIP: Be sure to wait until you see the lights below the baskets blink and hear the  confirmation  beeps  before  proceeding.  This  ensures  any  defective SmartBaskets, or a SmartBasket without a linked or verified prescription, can be quickly replaced or corrected.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 30 of 103    1. LOOK-UP, THEN PRESS [F12]  3. RETRIEVE  2. AUTHENTICATE  1. LOOK-UP, THEN PRESS [F12]  3. RETRIEVE  2. AUTHENTICATE CHAPTER 4. RETRIEVE PRESCRIPTIONS - SEARCH [ F2 ] 4.1. THE RETRIEVAL PROCESS: PHOTO OVERVIEW  Figure 26.The Prescription Retrieval Process – Look-up, Get Pick Number,  Follow the Lights.  4.2. LOCATE A PRESCRIPTION FOR RETRIEVAL Prescriptions can be located in several ways, depending on how the system is configured. Identification information used to search for a prescription may include entering  several  letters  of  the  patient’s  name,  the  customer  I.D.,  SmartBasket number, Item number, etc. 1. Press or click on the SEARCH [F2], if it is not currently displayed.   2. Enter the information associated with the prescription you want to locate. You  can  place  the  cursor  in  any  of  the  white  boxes  associated  with  a particular data field, such as “Last Name,” “First Name,” “DOB,” etc., and then  enter  the  I.D.  information.  If  only  a  partial  name  or  other  I.D.  is
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 31 of 103   entered,  all  possible  matches  will  be  highlighted.  The  default  search setting is by last name.  Figure 27. Search using two letters of the patient name. Once a single patient is located, users  can hold the cursor over the Phone or DOB  column  to  see  and  confirm  the  customer’s  telephone  number  or  date  of birth if additional identification is required. (See inset above). Click on a column header  to  prioritize  your  search  by  that  column’s  information.  Data  will  be resorted in alphanumeric fashion. TIP: To see a detailed history of a particular item, right-click the mouse to open a pop-up window. Notes can be added to this box as needed. Close the window by clicking on the X in the upper right corner, or by moving the cursor anywhere outside the window. Using  the  mouse,  left  click  on  the  correct  selection.  If  the  item  cannot  be retrieved, an X is shown instead of an arrow in the box next to the patient name. Hold the cursor over the X to see the explanation. Location  and  status  of  the  prescription  are  shown  to  the  right  of  the  Search window: ‘Items Selectable For Retrieval.’ Information provided includes shelving Individual arrows show each separate location of items for this patient/customer.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 32 of 103   status, FOA/TOS, verification, etc. The status window on the Search screen can display prescription status as well as notes regarding the order. NOTE:  If  you  click  on  the  arrow  to  search  for  the  prescription  and  it can’t be located, a Caution Screen will appear.   Figure 28.Search results are displayed in the status window. Search  can  deliver  a  special  results  screen  that  displays  the  notes  and  other prescription  information,  along  with  information  regarding  where  the  items  are located. This is especially helpful for oversized or hard to shelve items such as bottles of liquid, durable medical equipment, etc. (Figure 28).
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 33 of 103   Figure 29. Search Results for multiple locations. Multiple  items  and  containers  or  locations  can  be  included  in  Search  results (Figure 29).
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 34 of 103   4.3. PICK TO THE LIGHT  4.3.1. FOLLOW THE LIGHTS.  Once a patient is selected, press [F12] or click on  the  “Pull”  button  in  the  top  right  corner  of  the  screen  to  initiate retrieval.  Proceed  to  the  IntelliCab  which  displays  the  light  and number matching that on the workstation.  4.3.2. SECOND PATIENT IDENTIFIER.  The Second Patient Identifier feature codifies  Pharmacy  “Best  Practice  and  Rules”  that  requires  the dispensing clerk to ask the patient for a second patient identifier such as  Date  of  Birth,  Telephone  Number,  Dr.  Name,  or  Patient  Street Address to ensure dispensing accuracy.  The dispensing clerk enters this information into the “Confirmation Status: Not Confirmed” screen (Figure  30)  and  presses  [Enter].  When  the  screen  displays “Confirmation Status: Confirmed” (Figure 31), press [Enter] once more and the “Pick” screen (Figure 32) is displayed. The dispensing clerk’s name  and  pick  assignment  number  will  be  displayed  on  the workstation screen.  Proceed to the IntelliCab which displays the light and number matching that on the workstation.   Figure 30. Second Patient Identifier: Confirmation Status screen.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 35 of 103    Figure 31. Second Patient Identifier: Confirmation Status Confirmed.  If the person picking up for the patient does not know the secondary information,  the  RPh  must  become  involved.    The  dispensing  clerk clicks on the [Override] button on the bottom of the screen (Figure 30) and another log-in screen appears (Figure 33) and the RPh must log-in in order to override.  Note at the top of the screen (Figure 34) that the  RPh  now  has  control.    At  this  point,  if  the  RPh  has  enough information  to  discover  if  the  person  picking  up  the  prescription  is picking up for the correct patient, they may now press the [Confirm: Perform Pull] button, or press [Enter] on the keyboard.  Control then reverts back to the dispensing clerk who now receives a “Pick” screen (Figure 35). All overrides and actions are logged within the system in the prescription’s History.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 36 of 103     Figure 32. Second Patient Identifier: Standard Pick screen.   Figure 33. Second Patient Identifier: Pharmacist’s Log-in screen.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 37 of 103                          Figure 34. Second Patient Identifier: Pharmacist Controls Confirmation Status screen.                          Figure 35. Second Patient Identifier: Returned to Standard Pick screen.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 38 of 103   4.3.3. MANDATORY  CONSULT.  The  Mandatory  Consult  feature  involves drugs that need special handling by the RPh in order to ensure that the prescription is dispensed to the correct patient.  The dispensing clerk attempts to perform the retrieval operation and receives a message that a RPh MUST become involved. (Figure 36)  At  this  point  the  RPh  needs  to  log-in  and  perform  the  Pull  [F12], retrieval and deliver functions.  Figure 36. Mandatory Consult. Special Handling Required.   The  RPh  logs-in,  receives  the  Second  Patient  Identifier  screen  and must enter the  secondary identification or override. (Figures 37 and 38).  The RPh clicks the [Confirm: Perform Pull] button on the screen, or  press [Enter]  on the  keyboard.  At  this point  they  will receive  the normal  retrieval  screen.  (Figure  39).  Note  the  message  on  screen saying  to  Proceed  with  Caution.  Alert  tones  also  occur,  further indicating this is a special case.    The RPh retrieves the Rx, consults, and then logs off [F9], allowing the dispensing clerk to proceed.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 39 of 103    Figure 37. Mandatory Consult. RPh must enter secondary identification or override.                          Figure 38. Mandatory Consult. RPh secondary identification is confirmed
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 40 of 103     .                       Figure 39. Mandatory Consult. Normal retrieval screen showing an Rx  that is in a basket that has not been shelved.   4.3.4. AUTHENTICATE.  After  identifying  the  IntelliCab  which  displays  the light  and  number  matching  that  on  the  workstation,  hold  the SmartBadge  up  to  the  front  panel  on  the  IntelliCab  to  authenticate access to the cabinet. The SmartBadge should be held there until the identified number and light start blinking.  4.3.5. RETRIEVE.  Once  authenticated  to  access  the  IntelliCab,  the  user opens the drawer and locates the SmartBasket with the 3 green LED lights  displayed  BELOW  the  SmartBasket.  The  user  removes  the SmartBasket  and  returns  to  the  workstation.  A  patient  may  have prescriptions in multiple SmartBaskets. If more than one SmartBasket is  lit,  remove  ALL  SmartBaskets  as  noted  above.  If  more  than  one IntelliCab is displaying the user’s number and light, this process can be repeated as necessary. Once all SmartBaskets are retrieved, the workstation will return to the Search [F2] screen.  4.3.6. If  the  workstation  displays  ‘Your  Current  Manual  Pick  List:’  the  user proceeds to the location listed on the screen and retrieves the items.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 41 of 103   Figure 40. Search results may vary, depending on the system configuration. Oversized or unusual items can be located readily using flexible location identification during prescription linking.                            4.3.7. When  retrieving  items  from  the  Oversized  or  Refrigerated  area,  the user  must  return  to  the  workstation  and  scan  the  Rx  number.  A warning  screen  will  be  displayed  if  the  user  forgets  to  confirm  or cancel the manual pull of the item (see Figure 41). If this occurs, the user may click on the "confirm pull" button in the upper right side of the Search [F2] screen. Only use this method if the user can confirm they did dispense to the patient and forgot to scan the medication out of the system.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 42 of 103    Figure 41. Warning screen advises user to either Confirm or Cancel a manual pull operation. 4.4.  AUTOSIGN. AutoSign  is  an  add-on  subsystem  for  IntelliSys.  AutoSign enables  the  pharmacy  to  electronically  capture  a  patient’s  signature  for  an item(s) at pickup. The AutoSign feature may be configured as signature required for  no  safety  caps,  all  prescriptions,  for  controlled  substances,  or  for  special handling drugs  4.4.1. BASIC AUTOSIGN PROCEDURE  1.  Follow  our  normal  selection  and  retrieval  process  for  retrieving  a patient’s prescriptions. When the last item is retrieved from the drawer or confirmed from the refrigerator/overstock area, the signature pad is automatically loaded with prescription and patient information and the pick screen changes to the AutoSign screen.  2.  The patient signs the signature pad and pushes “ok.”  3.  The user verifies the information is correct (driver’s license number, phone number) accepts the signature and processes the items.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 43 of 103   Real time snap shot of the signature padItems waiting to be processedReload button for Signature padThe process button completes the transactionFigure 42. AutoSign screen  4.4.2.  AUTOSIGN PROCESSING OPTIONS.   4.4.2.1 The user can choose to process the prescriptions in a number of different  ways  by  selecting  the  appropriate  check  box  for  each individual item.  4.4.2.2   Delivered-signed. Check this box when the recipient has signed for the item. Note:  Once  the  patient  has  signed  and  pushed  “OK”  on  the  signature  pad, AutoSign will check this box automatically. 4.4.2.3  Delivered-not  signed. Check  this  box  if  a  patient  received  and item(s) and did not sign for it.  4.4.2.4  Hold. Check this box if a prescription needs to be returned to the IntelliCab. Note: Items that have been marked as “hold” must be recoupled before they are filed back into the IntelliCab. 4.4.2.5  RTS. Check this  box when  a patient does not receive the  item and it is returned to stock (non-compliance).  4.4.2.6  Destroy. Check this box when a patient does not receive an item and the item is not returned to stock.  4.4.2.7  Notes. A  note  may  still  be  added  to  a  prescription  (similar  to adding a note when coupling) for future reference. The note may
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 44 of 103   be retrieved from the History [F7] tab. (See Chapter 7 for more information on the History [F7] tab).  Once  all  the  correct  boxes  have  been  chosen  for  each  item simply  click  the  “process  all  items”  button  to  complete  the process and return to the SEARCH [F2] screen.  4.5. OTHER FEATURES    EASYOFF CAPS AUTHORIZATION  To capture a signature for EasyOff caps, click on the History tab or press F7.  Locate,  highlight,  and  right  click  on  the  patient’s  name.  Then select Show Patient/Customer.  Click  the  Capture  button  and  have  the  patient  sign  on  the signature pad and click OK.  After the patient clicks OK, click the Accept Signature button on your Workstation.     Figure 43. EasyOff Caps Authorization. After the patient has authorized EasyOff caps, IntelliSys will display a reminder when the prescriptions are coupled and retrieved.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 45 of 103     Figure 44. EasyOff caps reminder during coupling.                      Figure 45. EasyOff caps reminder during searching.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 46 of 103   CHAPTER 5.  RETURN PRESCRIPTIONS TO STOCK (RTS) - [ F4 ] The System streamlines the Return to Stock (RTS) process. IntelliSys tracks the age of a prescription, in real time, from the moment it was coupled. Depending on the system’s configuration, the Return to Stock [F4] screen displays the currently defined pick list. Note that the Initial Creation date (ENTRY [F1] screen) may be modified to change when prescriptions are returned to stock (Figure 46).     5.1. RTS PROCESS Press [F4] or click the Return to Stock [F4] button to access the Return to Stock screen. 5.1.1. Highlight the prescriptions you want to pull for return. There are multiple ways to highlight the items you wish to pull for RTS. 5.1.1.1.  Enter  the  number  of  days  you  wish  to  pull  above  the  Age column.    Figure 46.  Return to Stock [F4] screen. Selected items ready to pull.  Blue highlighted items are controlled substances.  5.1.1.2. [SHIFT]  click.  To  use  [SHIFT]  click,  click  on  the  uppermost item you wish to RTS. Then scroll down and hold the shift key on the  keyboard  and  click  the  last  prescription  you  want  to  RTS. Every  prescription  between  the  two  items  clicked  will automatically be highlighted.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 47 of 103    5.1.1.3.  Click on the Pull button located in the upper-right side of the SEARCH [F2] screen or push [F12]. Follow the usual Pick to the Light retrieval steps. After the items are retrieved from the IntelliCabs, follow normal DRX procedures. Figure 47.  Return to Stock [F4] screen – find everything in a specified age range.  Note: only users identified as RPh or Administrators are allowed access to controlled substances for RTS.   Figure 48.  Return to Stock [F4] – Controlled substances warning.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 48 of 103   Figure 49.  REPORTS [F10] can be generated based on RTS.    5.2. RTS REPORTS can be output to a printer, saved as a PDF file, or exported to Microsoft® Excel (see Figure 49). For more on reports see Chapter 7.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 49 of 103   CHAPTER 6.  INSPECT PRESCRIPTIONS - INSPECT [ F6 ]  The INSPECT [F6] function allows a user to retrieve and inspect the contents of a linked SmartBasket(s). After the SmartBasket is retrieved, it may either be unlinked or re-shelved without having to re-link the contents to the SmartBasket. Tip:  This  function  can  be  very  useful  if  you  want  to  find  all  locations  of prescriptions for drug recalls. Controlled Substance FilterSearch BarSearch Results AreaFigure 50. INSPECT [F6] screen. NOTE:  The INSPECT  [F6]  screen is  only  visible  to users  authorized by  a supervisor.  The  setting  must  be  selected  in  the  system  configurator located on the server (see your GSL site administrator).  6.1. FINDING PRESCRIPTIONS USING THE INSPECT TAB  If access is granted by a supervisor, the INSPECT [F6] tab is visible on the top banner of the screen. Click or press [F6] to display the Inspect screen.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 50 of 103   Finding and selecting prescriptions in the Inspect tab works very similarly to the Search and RTS tabs. You may sort the database by clicking the header at the top of the columns, typing in the white boxes located above each column, or by using the search bar unique to the Inspect tab. A combination of search strings can be entered in the search bar. The following table lists all the possible searchable data.  Searchable Data Identifiers Search  Field Syntax Database Category DQ: Dispense Quantity DRNF: Doctor's First Name DRNL: Doctor's Last Name DRP: Doctor's Phone Number DRS:  Doctor's State (postal abbreviation) DRZ:  Doctor's Zip Code DM:  Drug Manufacturer DN: Drug Name DP: Drug Package DS: Drug Strength IAN: Insurance Authorization Number ICN: Insurance Company Name NN: NDC Number PA: Patient Street Address PC: Patient City PCP: Patient's Copay PD: Patient DOB  (MM/DD/YYYY) PI:  Patient I.D. number  PNF: Patient First Name PNL: Patient Last Name PP: Patient Phone Number PS: Patient State (postal abbreviation) PZ: Patient Zip Code RX: Prescription Number SID: Sponsor's I.D. You can also distinguish between Controlled and Non-controlled substances by using the controlled substance filter.    A shadowed check will include all items in the list.   A checked box will list only Controlled substances.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 51 of 103     An unchecked box will list only Non-controlled items. Simply type the information you are searching for and click the Filter button on the right side of the screen. A table will appear with the results (Figure 51). Left mouse click on the first item to highlight; then right mouse click to see a text box of options. At this point you have two choices: Enable the item to pull for inspection, or Show Details for…1. Container or 2.Patient name and prescription data.   Figure 51. INSPECT [F6] screen – right mouse click to enable pull for inspection. If an item is Enabled to pull for inspection, then follow the lights to the IntelliCab that  displays  the  number  and  color  displayed  on  the  screen  (same  as  the retrieval process). Once  you  retrieve the  item for  inspection,  the prescription may  be  decoupled from the SmartBasket (see ENTRY [F1] screen) or re-shelved.  If you want to return  the  prescription  to  the  cabinet  (in  the  original  SmartBasket)  you  may simply  return  it  to  any  open  cubby  in  the  same  IntelliDrawer  as  long  as  the drawer  remained  open  during  inspection.    If  you  closed  the  drawer  after retrieval, the item must be Verified [F3] before returning it to the IntelliDrawer.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 52 of 103    Figure 52. INSPECT [F6] screen – right mouse click to Show Detail for... patient. If you choose to Show Detail  for… then you must click on either the container button, patient name button or the prescription button. Clicking  on  the  patient  name  button  allows  the  user  to  see  the  prescription history, i.e., drug name and quantity. Clicking the container button allows the user to see the history of the container and its current location. Clicking on  the prescription button displays the  patients name,  I.D.,  DOB,  and phone number.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 53 of 103    Figure 53. INSPECT [F6] screen with container contents displayed.   Figure 54. INSPECT [F6] screen with patient contents displayed.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 54 of 103   CHAPTER 7. IDENTIFY PRESCRIPTION STATUS - HISTORY [ F7 ]  The HISTORY [F7] screen can display detailed information about every item in the database. Users can choose to review the history of every prescription, or only those which have been delivered.  Data Filter BarDatabaseHistoric Data Figure 55. History [F7] screen. Press F7 or click on the History [F7] button to access the History screen.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 55 of 103   7.1. NARROWING YOUR SEARCH  The History [F7] tab has a comprehensive filter bar to assist you in searching for data. 7.1.1. Start and End date.  Use this to reduce the table to a manageable size by limiting the range of dates.   7.1.2. Most recent.   Check  this  box  to  display  only  the  most  recent  activity  for  each prescription  in  the  database.  If  left  unchecked  each  action  for  each prescription will be individualized and listed in the database area of the history screen.  7.1.3. Controlled Substance Filter  This filter works identically to the INSPECT Controlled substance filter. A shadowed check will include all items in the list. A checked box will list only Controlled substances. An unchecked box will list only Non-controlled items. 7.1.4.  Operators  The  Operators  drop down  box contains  a  list of  all users.  To  include  specific  users  check  the  box located next to their name. More than one user may be  selected at  a  time.  To  select  all  users  you may either check or uncheck all the boxes.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 56 of 103   7.1.5. States The  States  drop  down  box  is  a  list  of  all  the  possible actions  that  may  have  been  taken  on  a  particular prescription.  Check  the  box  to  select  the  appropriate action.    7.1.6. Filter The filter is used to filter specific elements from the database. The filter works exactly as the filter in the Inspect [F6] tab. See 6.1 for more information. Once a prescription is delivered, it will no longer show an association with a Basket. Notes can be added to specific prescriptions and recalled later from this screen by clicking on Add Notes.    Figure 56.  HISTORY [F7] screen – view detailed information on prescription status and notes.

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