Workstation Configuration Workflow Window

PDX Workstation Config

Workstation Configuration Workflow Window

To access the Workstation Configuration Workflow window, select Tools > Workstation Configuration and select the Workflow tab.

The following describes the fields on the Workstation Configuration Workflow window.

Workstation Tasks

Auto Get Next

Determines if the system displays the next available task when you complete a task

Order Entry

Determines if you can perform Order Entry tasks at this workstation

If you clear this checkbox, the system disables the Order Entry option on the Welcome window.

Patient Maintenance

Determines if the system displays Patient Maintenance tasks at this workstation

Data Entry

Determines if the system displays Data Entry tasks at this workstation

Data Entry Exception

Determines if the system displays Data Entry tasks that are in an exception state at this workstation

Fill

Determines if the system displays Fill tasks at this workstation

Calls

Determines if you are allowed to access the Open Call Queue window at this workstation

If you clear this checkbox, the system disables the Open Call Queue (CTRL+O) option on the Tools > Task Queues menu.

Will Call

Determines if you can perform Will Call tasks at this workstation

If you clear this checkbox, the system disables the Will Call option on the Welcome window.

Packing Station

Determines if you can perform Packing Station tasks at this workstation

If you clear this checkbox, the system disables the Packing Station option on the Welcome window.

Data Verification

Determines if the system displays Data Verification tasks at this workstation

Data Verification 2

Determines if the system displays Data Verification 2 tasks at this workstation

Product Verification

Determines if you can perform Product Verification tasks at this workstation

If you clear this checkbox, the system disables the Product Verification option on the Welcome window.

Medication Therapy Management

Determines if you can perform Medication Therapy Management (MTM) tasks at this workstation

If you clear this checkbox, the system disables the MTM option on the Welcome window.

POS Payment Override

Determines if you can perform Manager Payment Override tasks at this workstation

Note: Only managers can perform Manager Payment Override tasks.

Mail Order Approval

Determines if you can perform Mail Order Approval tasks at this workstation

All Third Party Exceptions

Determines if the system selects or clears all Third Party Exceptions task checkboxes

Third Party Exception Level 1

Determines if the system displays level 1Third Party exception tasks at this workstation

Note: You define the level of third party exceptions on the Third Party Exception Routing window.

Third Party Exception Level 2

Determines if the system displays level 2 Third Party exception tasks at this workstation

Third Party Exception Level 3

Determines if the system displays level 3 Third Party exception tasks at this workstation

Third Party Exception Level 4

Determines if the system displays level 4 Third Party exception tasks at this workstation

Third Party Exception Level 5

Determines if the system displays level 5 Third Party exception tasks at this workstation

Low Pay

Determines if the system displays Third Party Low Pay tasks at this workstation

The system creates a Third Party Low Pay task when you receive a response from a third party and the system determines that the amount the third party paid meets the low payment threshold. To qualify as a low payment, the difference between the amount you submitted for payment and the amount the third party paid was greater than the low pay amount defined on the insurance plan record.

Coordination of Benefits Review

Determines if the system displays Coordination of Benefits (CoB) Review tasks at this workstation

The system creates a CoB Review task when you receive a response from a primary or secondary third party and you need to enter additional information in order to split bill the claim to the secondary or tertiary third party.

Note: The Requires Split Bill Review checkbox on the Insurance Plan Billing window determines whether a plan requires you to enter additional information prior to submitting a split billed claim.

Process Adjudication Result

Determines if you can perform Process Adjudication Result tasks at this workstation

The system creates this task when you receive a response from a third party for a submitted claim that was previously in downtime.

All Error Handling

Determines if the system selects or clears all Error Handling task checkboxes

Error Handling

Determines if the system displays Error Handling tasks at this workstation

The system creates an Error Handling task when a background communication error occurs that causes a task to fail.

Central Fill Error Handling

Determines if the system displays Central Fill Error Handling tasks at this workstation

The system creates a Central Fill Error Handling task when a background communication error occurs that causes a Central Fill transmission to fail.

Escript Tasks

Determines if the system displays new eScript tasks at this workstation

The system creates a new eScript task when you receive a new prescription from a prescriber electronically.

Workstation

HTTP Port

Network communication port for this workstation

Default = 58082

Station Label

Name or label for this workstation

Display to Dashboard

Determines how the system displays this workstation on the Dashboard

Station Label = system displays the label entered in the Station Label field

Computer Name = system displays the network host name of the workstation computer

Workflow Mode

Standard

Determines if the system omits on file and conversion prescription tasks from the workstation

If you select this option, the workstation user cannot process on file or conversion prescriptions.

Note: The system banner is blue when this option is selected.

On File - Only Process On File Prescriptions

Determines if the system displays on file prescription tasks at this workstation

If you select this option, the workstation user can process only on file prescriptions.

Note: The system banner is red when this option is selected.

RxConversion - Only process RxConversion Prescriptions

Determines if the system displays conversion prescription tasks at this workstation

If you select this option, the workstation user can process only conversion prescriptions.

Note:The system banner is green when this option is selected.

Fulfillment Tasks

Mail Order

Determines which prescription tasks are available for processing

If you select this option, then only mail order prescription tasks can be accessed.

Note: You can select more than one Fulfillment Task.

Central Fill

Determines which prescription tasks are available for processing

If you select this option, then only central fill prescription tasks can be accessed.

Local

Determines which prescription tasks are available for processing

If you select this option, then only local prescription tasks can be accessed.

 

Select to save any changes you made to the workstation configuration.