Managing queued prescriptions - queuer workflow (new prescriber)

Note: This information applies to the new prescriber (see New prescriber).

This information applies to front-end staff who queue prescriptions for providers. If you are a provider, see Processing queued prescriptions and refill requests - provider workflow (new prescriber).

From the WorkDesk, you can view and manage all of your clinic’s incomplete queued prescriptions. This includes new prescription or refill requests that were queued for providers by front-end staff (see Queueing prescriptions for providers (new prescriber)). Incomplete queued prescriptions include any queued prescriptions that were not yet actioned by providers, or printed/sent, called-in, or removed by front-end staff. From this list, you can:

View prescription statuses (approved, declined, or pending) of each queued prescription

Indicate that you have called the pharmacy or patient who requested a refill

Print prescription request reports

Print prescriptions (if they were approved by a provider)

Recall a request (to remove it from a provider's queue)

Cancel prescriptions (if they were not approved or declined)

Steps

1. On the WorkDesk, in the Clinic Tasks area, under Telephone/Fax Refills, click # Prescriptions Pending Review, where # indicates the number of requests in the queue. The Prescriptions Pending Review window opens.

2. In the Filter Options area on the left, optionally filter the list of queued prescriptions.
Option Description

All Queued Rx

Includes all incomplete queued prescriptions.

Approved

Includes only approved prescriptions that were not printed or sent.

Denied

Includes only declined prescriptions.

To Come In

Includes only prescriptions with a status of To Come In (where the provider has requested that the patient comes in for a visit to receive their refill)

Pending

Includes only prescriptions that are still pending a provider's response.

Historical Refills Last 7 Days

Includes completed queued prescriptions (queued prescriptions that were printed or sent) within the last 7 days.

Prescriber(s)

Shows queued prescriptions for a specific provider.

Location(s)

If your clinic has multiple locations, shows queued prescriptions for a specific location.
3. Select a pharmacy in the left pane. A list of patients who have queued prescriptions from that pharmacy appears in the right pane.

For refill requests initiated by front-end staff:

The first line indicates the status of the queued medication (see list of icons below), date of the request, and the provider's name and clinic location (if using multiple locations).

The second line indicates the medication details.

The following icons may appear and indicate the status of the request:

Status icon Description
no icon Pending; no action was yet taken

Approved
Denied
Patient must come in
Recalled

Tip: To see more information about the requests, such as queue notes, quantity, refills, last prescribed date, indication, and dispense notes from the pharmacy, click at the top of the window.

4. Select a queued prescription to manage and perform one of the following actions:
To do this... Do this...

Edit a queued prescription

See Editing renewal requests - queuer workflow.
Recall a prescription from the provider's queue

If you need to temporarily remove a renewal request from a provider's queue, you can recall it. You cannot recall queued prescriptions that were already actioned by a provider (approved, denied, or marked for the patient to come in).

1. Select the queued prescription(s) to recall.
2. Click Recall . The status of the queued prescription(s) changes to Recalled and it is removed from the provider's queue.
Return an e-renewal request back to the provider's queue If you recalled an e-renewal bundle from a pharmacy, click Queue  to return it to the provider's queue.

Indicate that you notified the pharmacy directly by telephone

For renewal requests initiated by staff (not e-renewals), once it is approved or denied by the provider, contact the pharmacy directly with the response and indicate this with Mark Called.

1. Select the prescription(s).
2. Click Mark Called .

The prescription(s) are removed from the queue.

Mark Called is available only for prescriptions that were Approved or Denied by the provider.

Print a refill request response report for the pharmacy

1. Select the prescription(s).
2. Click Print List . A preview opens.
3. Click one of the following options:

Print : To print or fax the report on a selected printer.

Quick Print : To print the report on your default printer.

Printing a refill request response report is available only for Approved or Denied prescriptions.

Print an approved prescription

For renewal requests initiated by staff, you can print the prescription for the patient to pick up.

1. Click the approved queued prescription.
2. Click Print Rx . A preview opens.
3. Click one of the following options:

Print : To print or fax the report on a selected printer.

Quick Print : To print the report on your default printer.

Separate prescriptions print for each patient. If the approved prescription includes multiple medications, they are included in the same printout.

Cancel queued prescriptions (and remove from the provider's list)

For front-end staff initiated renewal requests (not e-renewals from pharmacies), you can cancel the request if you created it in error.

You cannot remove e-renewals from pharmacies.

You cannot recall queued prescriptions that were already actioned by a provider (approved, denied, or marked for the patient to come in).

1. Select the queued prescription(s) to remove.
2. Click Recall . The status of the queued prescription(s) changes to Recalled.
3. Select the recalled prescription(s) and then click Remove .

 

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