Frequently Asked Questions

The CRx Scan (Formerly Handout Manager) functionality in Pharmacy Manager helps you to manage your bagged prescriptions that are ready to hand out to patients in your pharmacy. You can also print multiple bag labels for your bagged prescriptions depending on their locations, for example, one on a shelf and the other in a fridge.

See Preparing for CRx Scan (Formerly Handout Manager) for all available guidance to help you prepare for CRx Scan (Formerly Handout Manager).

To scan a barcode using the handheld device, press the orange button on the side and point the device at the barcode. You’ll see a red laser pointer, use this to direct the scanner to the correct barcode.

When logging into the Handheld device for the first time you may get a Google Chrome log in request, please select Use without an account. Continue to sign into the CRx Scan (Formerly Handout Manager) Handheld Device.

Have you checked if they are setup for CRx Scan (Formerly Handout Manager)? From User Details check that Handout Manager User is ticked.

Contact our Service Desk on 0330 303 3340 to log the incident. If urgent, use the uncollected bags screen to assign and handout bags.

From Tools - Settings - Handout Manager, simply select ADD LOCATION.

To reprint a bag label, from the Uncollected Bags screen, select ACTIONS - Reprint Bag Label.

You can easily move a bag to a new location, simply assign the bag to the new location and the latest location is used.

You can easily relocate a bag by assigning it to a new location via the Uncollected Bags screen or the CRx Scan (Formerly Handout Manager) device, the most recent location is always used.

In Pharmacy Manager, if a supply including an Owing (and associated bag) is manually marked as Collected, you have confirmed that the supply has left the pharmacy. Therefore the bag label will not then scan to a location. With CRx Scan (Formerly Handout Manager) enabled, all collections must be performed with the CRx Scan (Formerly Handout Manager) device, unless the scanner is unavailable for some reason.

From the Owings screen:

1. Select Prepare to prepare the owing and print the item label.

2. Select Check to accuracy check the owing.

   

   A bag label subsequently prints.

   See Accuracy Checking Prescriptions (England) for details.

3. You can now assign the bag to a location using CRx Scan (Formerly Handout Manager).

   See Assigning Bags to Locations for details.

Important - You must only select Collect , on the Owings screen, if you are immediately handing out the owing to the patient.

After scanning all bags to handout, you are presented with the Items to Collect screen, it is at this point you have the option to remove items from a bag prior to handout.

The Uncollected Bags screen displays all uncollected bags within Pharmacy Manager whether assigned to a location or not.

From here you can assign the bag to a location, handout a bag, or reprint a bag label.

If the prescription is not visible on the Uncollected Bags screen it may have been handed out, to check this from the eMessages screen, filter the list by Requires Claiming to view any prescriptions that have been handed out and are ready to be claimed for.

Additionally, from the Patient Details - History tab, highlight an item from the prescription and select Details.

The Prescription Item Details screen displays, from Dispensary supply, select Details to display the Dispensary Supply screen and the Suuply/Collection Date of the item.

Yes, from the Settings screen on the device, select RESET DEVICE.

In order to use CRx Scan (Formerly Handout Manager) again the device needs to be re-registered with Pharmacy Manager. See CRx Scan (Formerly Handout Manager) Settings for details.

Accuracy Check in Pharmacy Manager enables you to confirm:

• The items picked match the items on the selected prescription, and

• The correct labels have been affixed to the correct items.

With Accuracy Check enabled, once you dispense a prescription, the item labels and a picking list print. It is at this point the patients display on the In Progress Prescriptions screen, to accuracy check the patient’s prescription items select either ACC CHECK next to the required patient or scan the QR code on the picking list.

See Preparing for Accuracy Check for all available guidance to help you prepare for Accuracy Check.

A maximum of four prescription items can be printed on one picking list label, after which additional labels are printed detailing 2 of n, 3 of n and so on.

Contact our Service Desk on 0330 303 3340 to log the incident. If urgent use another terminal or scanner from the Pharmacy.

You can easily filter prescriptions on the In Progress Prescriptions screen:

• Search for specific patients - In Search enter the patient’s name or NHS number, the list updates as you type.

• Sort prescriptions - Prescriptions sort by newest by default. Select a column header to sort ascending or descending as required.

• Filter prescriptions - Select FILTER to open the filter screen on the right hand side. From here you can filter the prescriptions that show, for example to view prescriptions that require an accuracy check or are fully or partially owed.

  Note - You can save frequently used filters.

Owings created on the Dispensary screen display on the Accuracy Check screen, however if you have fully dispensed an item and then find that you do not have it in stock you can create an owing from the Accuracy screen.

Select Options next to the item and select either Owe item to create a full owing, or if you have partial stock, select Part Owe Item and enter the quantity owed.

Bag labels print after completion of the Accuracy Check, and not at point of dispense.

Yes. For example, if Simador 20mg tablets are dispensed instead of the prescribed Simvastatin 20mg tablets, this passes the accuracy check.

It is recommended in the guidance issued by DHCW to capture your patient nominations on paper in the 12 weeks before GP go live.

However if you are confident in capturing them in Pharmacy Manager after your pharmacy goes live with EPS, prior to the GP go live, this is entirely your choice.

Your dispensing and labelling process is not changing, how the prescriptions arrive and how they are claimed is, you must collect the prescription in Pharmacy Manager prior to claiming.

If the overnight download occurs when a smartcard was not in use, the prescriptions display as Locked on the eMessages screen. To unlock prescriptions, ensure your smartcard is entered, highlight the prescriptions and select Unlock.

How do I Add a Batch Number and Expiry Date? (1:23)

How do I Add a Patient Note or Custom Label? (3:09)

This is maintained by the BSA & Community Pharmacy England (CPE), see https://www.nhsbsa.nhs.uk/pharmacies-gp-practices-and-appliance-contractors/dispensing-contractors-information/new-medicine-service-nms-drug-lists for details.

Claim Deferred status is indicated when a non- tariff special item prescription has been collected but the invoice information is missing.

How do I Create a Dispensing Policy? (3:40)

How do I create an Audit Grid on Dispensing Tokens? - England only (3:22)

Regular items (as opposed to one-off items) are those that the patient will receive each month/ prescription period. Highlight an item, right click and select either Normal, Regular or Generate Repeat.

Note - Regular medication is indicated by a calendar icon on the Patient Details screen.

When you choose to dispense from the patient's history, all items marked as regular will be highlighted and when you select Repeat these items will automatically be added for dispensing.

If the regular medication is not selected, you can use Regular to select all items that have been marked as regular items and then simply select Repeat to populate the Dispensary screen with those items.

The calendar icon will also display under the px name on the Dispensary screen, if you have used dose codes to populate the directions, hovering over this icon will indicate when the next prescription date is anticipated.

From Pharmacy Details - Dispensing - Printing, tick Print exception status on Bag label.

How do I enable the personal List when I am dispensing? (5:11)

See Entering the Product Description for details.

If the Clinical Check Module has the User Restrictions in place, that is that only a User Account with the role of Pharmacist recorded against it, then if the token is printed after the check, the following displays on the token:

Where do I restrict Clinical Check access?

In Clinical Check Module place a tick next to Only allow pharmacist role access?.

Where do I set the Pharmacist's role?

Searching for a Patient (0:49)

How do I set the private prescription fee? (3:19)

How do I Set up Trusted Directions? (4:47)

1. From the Pharmacy Manager Toolbar, selectQuick Actions - Quick Interaction Check or select Ctrl + Alt + Q on your keyboard.

2. If you would like to check products against a patient’s PMR, place a tick in Check for patient and enter the patient’s name, if not, leave this blank.

3. To add products to the list select Add .

4. Any interactions and sensitivities display in the bottom half of the window. To see the full details of the interaction, highlight the message and select Explain.

Select the item on the Stock & Order Management - Ordering screen and then press Ctrl + PgUp on your keyboard to increase the order or press Ctrl + PgDn on your keyboard to decrease the order.

1. From the Pharmacy Manager Side Navigation Bar select Stock & Ordering . The Stock & Order Management screen displays the Ordering tab.

   

2. On the Ordering tab, select VIEW - Suppliers in the top right corner.

3. The Find Supplier screen displays. Select Find to display a list of your suppliers.

   

   Note - If the required supplier does not display in the list, make sure that you select Either as the Type and remove the tick from Only show suppliers that I order from.

4. Select the supplier required and then select OK .

   

5. The Supplier Ordering Details screen displays. Update the account number as required.

6. Select OK to save the changes.

When you set up a wholesaler make sure to set the transmission type to Print a report that can be faxed.

How do I Change the Stock Control Profile for an Item? (3:07)

From the Dispensary screen, select the Ordering menu and switch on Enable Order Summary.

How do I import MDS patients to the new version of MDS? (4:14)

See Importing Care Home and Care Home Patient Data and Importing Community Patient Data for details.

How do I merge duplicate patient records? (1:43)

1. Select Tools - Bulk Operations.

2. Double click on Merge Patients.

3. Enter the names of the patients to be merged in the two boxes and select Next .

From the Patient Details screen select Address Label or press Alt + Z on your keyboard.

How do I reset my password? (2:38)