Return to Stock

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Return to Stock

If a script is filled but not picked up, you will need a way to return it to the shelves and keep track of your inventory. You can create a Workflow stage to handle these "return to stock" situations. Follow the instructions below to create this Workflow stage.

 

You can also create a stage to take different steps for scripts that have not been picked up. For example, you could prompt users to send a text message to the patient after a script has been waiting for more than a week. Workflow can be customized to meet your needs.

 

 

Topics

How Do I Create a Return to Stock Workflow Stage?

How Do I Return an Item?

 

 

How Do I Create a Return to Stock Workflow Stage?

1.Click on the System menu item.

2.Select Workflow Setup. The Workflow Setup screen will open.

3.Click on the New Stage option.

4.Enter a Name for the stage (e.g., "Return to Stock"). You can also enter a Description.

5.In the Workflow field, search for your pharmacy's Workflow system.

6.In the Type field, click on the drop-down arrow and select "Normal."

7.You can unmark the Required For Checkout option.

8.Click on the Save button.

9.Click on the Requirements tab.

10.You can add any requirements you wish to this stage. This is completely customizable and can be shaped to your needs. In our example below, we will require that scripts in this stage be over two weeks old and ensure that they have not been picked up.

 

The requirements for this stage can be changed to meet your needs.

 

11.Click Add New.

12.In the Entry Requirement field, click on the drop-down arrow and select the "Script Pickup" option.

13.Choose a Grouping number. (For our example, we will give all of the requirements a Grouping of "1." The Grouping numbers for all the requirements should be the same and it is best not to use "0" as the Grouping number.)

14.Mark the Not checkbox. This will ensure that scripts that have NOT been picked up will enter the stage.

15.Click Save.

16.Click on the Add New option again.

17.In the Entry Requirement field, click on the drop-down arrow and select "Hold Script (status)."

18.Enter "1" as the Grouping number (matching the other requirements).

19.Mark the Not checkbox. This will keep Hold scripts from being included in the stage.

20.Click on the Save button.

21.Click on the Add New option again.

22.In the Entry Requirement field, click on the drop-down arrow and select "2 Weeks Old (status)."

23.Enter "1" as the Grouping number (matching the other requirements).

24.Click on the Save button.

25.Click on the Tasks tab.

26.Click Add New.

27.In the Task field, click on the drop-down arrow and select the "Return to Stock" option.

28. Click Save.

 

Now, if a script is at least two weeks old and still has not been picked up by the patient (and is also not a Hold script), it will appear in the Return to Stock Workflow stage.

 

 

How Do I Return an Item?

Scripts that may need to be returned will appear in your "Return to Stock" stage. Follow the instructions below to return these items.

 

1.Click on the Workflow menu item.

2.Select the Return stage. (This will have whatever name you gave it in the Workflow Setup screen.)

3.A list of fills should appear. Click on one of the items in the list and then click the Return to Stock button.

4.Enter a Reason for returning the fill. (You can search for a reason in the Reason Code field or you can enter a free-text reason into the Reason field.)

5.You can also add any necessary Notes.

6.Click on the calendar button to choose the Admin Date for this return.

 

When returning the original fill for the script, you have the option to delete the entire script. If you do not choose to delete the script, it will be placed on Hold.

 

7.Text will be shown toward the bottom of the window stating what will happen to the script (or refill) after it has been returned (e.g., "Script will be placed on hold" or "Refill will be deleted").

If you are returning the original fill for the script (with a sequence number of zero), you can click on the Delete Script checkbox. The text next to this box will state "Entire script will be deleted." (If this box is NOT checked, the script will be placed on Hold.)

 

8.Click Return To Stock. The fill's drugs will be returned to your inventory. (If the script has approved claims that need to be reversed, the button will read Reverse Claims and Return To Stock. Any claims for this script will be reversed before it is returned to stock.)

 

See Also

Workflow Setup