© Integra 2013 / Page 1 Business Units Enterprising DocuTrack Matt Henry & Amber Moffitt DocuTrack Gurus, Client Services User Group Meeting, 2014.

© Integra 2013 / Page 1

Business UnitsEnterprising DocuTrackMatt Henry & Amber MoffittDocuTrack Gurus, Client Services

User Group Meeting, 2014

© Integra 2013 / Page 2

Why am I here?

• First, a disclaimer

• You want to bring on another pharmacy

• Define what a Business Unit is

• To identify reasons why your organization may or may not benefit from adding multiple Business Units

• Clarify your options when bringing on an additional pharmacy

• To give you starting points to get the project put together

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Options

• Add on a workflow

• Add another server

• Add on a Business Unit

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How to Choose

• Interface Considerations

• Pharmacy Set up

• $

• Pharmacy Resources

• Long Term Growth Expectations

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DocuTrack & PIS configuration

PIS:

DocuTrack:

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Interface

Education on the Direct Connect Interface

Entity/Assoc. type Unique ID Name Alternate ID Med name

Rx 1234567 Amber Moffitt   Advil 200 mg

Patient ALM10 Amber Moffitt 317INT  

Facility 317INT Integra HQ    

Dr/Physician MHMD Matt Henry    

Ancillary        

Manifest        

Entity/Assoc. type Pharm ID Unique ID Name Alternate ID Med name

Rx 01 1234567 Amber Moffitt   Advil 200 mg

Patient 01 ALM10 Amber Moffitt 317INT  

Facility 01 317INT Integra HQ    

Dr/Physician   MHMD Matt Henry    

Ancillary          

Manifest          

Rx 02 1234567 Ellen Williams   Tylenol 200 mg

Patient 02 ETW4 Ellen Williams IHAL  

Facility 02 IHAL Island Hospital    

Dr/Physician   MHMD Matt Henry    

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Interface

Considerations:

• Pharmacy Unique ID

• Change in Refill label & Manifest barcode symbology

• Affects multiple aspects of the business:

– Robots, EMARs, Eprescribing, Dosis, DeliveryTrack and any other application that uses the refill barcode

• Time frame for all ‘old’ (barcodes with outdated format) to be refilled and issued new barcode with the pharmacy ID included (30-45 days?)

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Document Considerations

• Separation of Documents• Searching, Sources, Security Groups, Forms & Cover Pages

• Global searches• Centralized processes (no global search folder capability)

• Routing Documents (Global Document Import Rules)• EMARs, emails, Zan printer, Scanning (manifests)

• Moving Documents• Can not ‘move’ documents from one Business Unit to another (however, you can copy)

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Document Consiations

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Maintenance

Affects:

• Upgrades• Compatibility

– How will the users be affected?

• Management• Security Groups

• Workflow

• Forms & Cover Pages

• Routing Rules (Global vs B/U)

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Workflow

Affects:

• Ability to Copy Business Units• Allows for easily created streamlined and standardized workflows

• Can not delete a Business Unit

thank you

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