Configuration Guide M00042 v1.2

 

   CAUTION

 

DoseEdge is not intended to replace the knowledge, judgment or expertise of pharmacists and pharmacy technicians in the preparation of IV admixtures or oral doses.

DoseEdge is a software system intended to improve and document workflow in your pharmacy, and help The features that accesses online help files, which provide detailed instructions on using the DoseEdge System. in reducing opportunities for errors. While the software can provide guidance that assists the pharmacist or technician in proper preparation of IV admixtures and oral doses, it cannot, and does not, make any decision regarding dose A drug or mixture of drugs in specified quantity in a single container intended for administration to a patient. preparation or assure that the personnel use correct technique or prepare doses in the proper order. Pharmacists and technicians are expected to use DoseEdge in combination with proper training, supplies and techniques and to assume responsibility for the doses they prepare. Baxa Corporation and its suppliers disclaim all liability arising from the failure of the pharmacist or technician to use the proper standard of care in the preparation and handling of IV admixtures and oral doses. Use of the DoseEdge service and all related software is subject to all of the terms and conditions of your institution’s DoseEdge Service Agreement.

 

Table of Contents

Overview............................................................................................................................... 1

Additional Resources..................................................................................................... 1

Configuring a Site A collection of locations where workstations are used. The DoseEdge Server is used by one site and supports the situation board and all locations and workstations for that site. In most cases, the site is a hospital that has one or more pharmacies (locations), each with one or more workstations and Pharmacist CheckStations.................................................................................................................. 2

How do I configure a site?.............................................................................................. 3

Site Information.............................................................................................................. 5

Security Settings............................................................................................................ 7

Two-Factor Authentication A form of user identity authentication that requires the user to provide two different types of identifying items such as a password and a personalized changing token................................................................................................ 8

SMTP Settings............................................................................................................... 9

Backup/Purge Settings................................................................................................. 10

Situation Board A dashboard display showing summary information about the IV or oral dose preparation workload. The situation board contains timers for urgent work, overall statistics on pending workload, and alarms regarding the status of the DoseEdge System. There can be only one situation board associated with a database cache server that will display summary statistics for all workstations and locations managed by that database cache server. Dose Order Summary Settings.............................................................. 14

Workstation A PC (usually a touch-screen, all-in-one computer) that is used for dose preparation, report printing, or dose sorting/distribution. Each workstation usually consists of a touch-screen PC, label printer, barcode scanner, camera, and foot pedal. Settings.................................................................................................... 18

Dose Order Queue Settings.......................................................................................... 19

Dose Preparation and Verification Settings.................................................................... 24

Dose Sorting Settings.................................................................................................. 31

Order Entry Settings..................................................................................................... 34

Configuring a Batch A set of patient-specific dose orders received from the Pharmacy Information System (PIS) for preparation in a given time frame. A batch has three key properties: 1) the date/time it is generated (Batch Start), 2) the date/time the first dose in the batch is due to be administered (Admin Start), and 3) the date/time the last dose in the batch is due to be administered (Admin End). This may be expressed as the date/time the first dose in the next batch is due to be administered. In most cases, a batch, or a series of batches covers an exact 24-hour production cycle. The batch/time is used to: 1) change the priority of the dose to “First Dose” if the order is received after the batch’s Admin Start time (NOTE: This option must be configured for the site) and 2) determine the current batch and its doses that should appear on the situation board............................................................................................................. 35

How do I configure a batch?......................................................................................... 35

Configuring a Location A group of workstations (or PrepStations in the DoseEdge Software)......................................................................................................... 37

How do I configure a location?...................................................................................... 38

Configuring a Workstation................................................................................................... 40

How do I configure a workstation?................................................................................. 41

Setting Up Tasks................................................................................................................. 46

How do I set up a task A procedure that must be followed periodically to adequately maintain your work space. Some service tasks are performed daily while others are performed less frequently. They can also vary based on the capabilities of the workstation.?................................................................................................ 47

Adding or Changing a Filter for the Queue.......................................................................... 49

How do I add or change a queue filter A filter that is used for selecting doses to be processed at all workstations in a facility.?.......................................................................... 49

Setting Up a ScanEvent™.................................................................................................... 52

How do I set up a ScanEvent?...................................................................................... 52

Creating or Changing a Label Design A specific label format template used for printed labels................................................................................... 57

Dose labels.................................................................................................................. 57

Product A commercial package that has its own NDC code, bar code, preparation requirements and a content list of drugs and amounts. A product can also be a stock product or dilution that is prepared by the pharmacy. Labels............................................................................................................. 59

How do I create or change a label design?..................................................................... 60

Creating or Changing a Label Profile A configurable set of label designs and associated printers to be used when printing labels. These can be “scripted” on an individual dose basis with the Label Processor, allowing different doses attributes to control which printers and which label formats are used for printing the label.................................................................................... 62

How do I create or change a label design?..................................................................... 62

 

Changing or Deleting a Preparation Mode A user-defined set of standards that controls how the workstation behaves during dose preparation for a selected population of doses. A preparation mode is associated with a queue filter that describes the applicable dose population. When a preparation mode is invoked, only the doses in the selected dose population are displayed for processing and the processing rules associated with the prep mode are applied............................................................................ 65

What is a preparation mode?......................................................................................... 65

How do I change a preparation mode?........................................................................... 67

How do I delete a preparation mode?............................................................................ 73

Configuring the Status Board A configurable Web page displaying a set of lists of doses or product by status or location (ScanEvent). This alternative to the situation board maintains a list of doses that meet certain conditions including location, current dose status, and last ScanEvent status. The display lists individual doses much like a flight display at an airport lists individual flights............................................................................................... 75

How do I configure the status board?............................................................................ 76

Setting Up a User Account................................................................................................... 80

How do I set up a user account?................................................................................... 80

Setting Up a Group.............................................................................................................. 84

How do I set up a group?.............................................................................................. 84

Setting Up Email Notifications............................................................................................. 86

How do I set up email notifications?.............................................................................. 88

Installing the Prizm^® Viewer................................................................................................ 91

Other Changes.................................................................................................................... 92

Configuration Checklist....................................................................................................... 93

Appendix A: Permissions.................................................................................................... 96

Workstation Functions.................................................................................................. 96

DoseEdge Management Site Functions......................................................................... 98

 

 

Overview

After you have installed your hardware, you are now ready to configure DoseEdge to reflect your work environment.

During the configuration phase, you will:

·         Configure your site, each location and each workstation.

·         Configure the flow of batches from your pharmacy information system.

·         Set up groups and users.

·         Set up email notifications.

You can also configure these optional features:

·         Task schedule

·         ScanEvents

·         Preparation modes

·         Queue filters

Use these additional resources to complete other configuration tasks:

·         DoseEdge Guide to Capturing Your Label Print Stream A print stream is the group of characters that a computer sends to a printer in order to print something on that printer. For the DoseEdge System, the print stream represents a stream of data that the Label Processor intercepts and from which it captures dose order information that it places in the dose queue. (M00083)

·         DoseEdge FormularyPlus User Guide (M00055)

·         DoseEdge Glossary (M00076)

Tip! Remember to update your facility’s policies and procedures to reflect the site configuration. Use DoseEdge Policy & Procedures Templates (M00062 – M00067, M00170 – M00172) for assistance. 

 

 

Configuring a Site

A site is a collection of locations where DoseEdge Workstations are used. It is the largest entity that DoseEdge recognizes. In most cases, your site is a hospital. In some cases, a site may be comprised of several hospitals in a region.

The DoseEdge situation board shows the current status for a site (including all of its locations and workstations). Each site can be viewed by all other sites on the network.

To determine how to fit your facility into the DoseEdge architecture of sites and locations, consider how you want information to appear on the situation/status board.

You can set up the system information for each site (such as name, address, and site specifics) on the DoseEdge Management Site.

As part of the installation of DoseEdge at your site, you need to perform a set of configuration tasks. The settings you choose determine how DoseEdge performs and how technicians and pharmacists interact with the system.

 

 

Site: Sample

1.     Log in to the DoseEdge Management Site.

2.     At the DoseEdge Management Site, click Site Configuration in the Site Configuration section.

 

DoseEdge Management Site

 

3.     A default site appears on the Site Configuration page.

4.     Complete each section of the form.

·         Site Information

·         Security Settings

·         SMTP Settings

·         Backups/Purge Settings

·         Situation Board Dose Order Summary Settings

·         Workstation Settings (for ALL workstations)

·         Dose Order Queue Settings

·         Dose Preparation and Verification Settings

·         Dose Sorting Options

·         Order Entry Settings

5.     When finished, click Save.

6.     To change a site configuration, select the site from the list, make any changes, then click Save.

7.     If any of the site’s workstations are logged in, log out and then back in for the changes to take effect.

Tip! After completing this page, print a copy for your review and records.

 

Site Configuration page

Enter information in the fields. The required fields are shown in yellow.

Tip! Enter as much information as possible.

The fields shown in bold are required.

Some of this information may have been completed via the portal. Check over all fields to make sure they are correct.

 

Field	Description
Site Name	The name of the facility The Site Name must be exactly the same as on the DoseEdge central servers. Once set, it should never be changed.
Street Address	Site’s street address
City	Site’s city
State	Site’s state
ZIP	Site’s zip code
Account Number	Customer’s account number
Site URL Acronym for Uniform Resource Locator, which specifies a location where you may find additional information or services.	A link to the site’s web site, usually the local intranet site The Site URL should be the facility’s internal intranet, not the public web site for the facility.
Help URL	A link to the DoseEdge online help

 

Site Information, continued

 

Field	Description
Support During a technical support call, this feature displays a field to enter the key given by the support technician. This then allows the technician to access and troubleshoot a DoseEdge System. URL	A link to the support web site, which is used to access your local server via the Enexity/SecureLink port, usually https://securelink.baxa.com/quick/
Feedback URL	A link to leave comments and suggestions about DoseEdge, usually https://portal.DoseEdge.com/feedback.php

 

Enter information in the fields. Use these tables to determine each field’s entry.

 

 

Field	Description
Minimum Password Length	Default is 5.
Password expiration (days):	Default is 90. For the password to never expire, set at 0.
Disable user account after consecutive login failures:	Default is 3: For user account to never be disabled, set at 0.
Require at least one numeric character in password:	If checked, the password must contain at least one number.
Require at least one uppercase character in password	If checked, the password must contain at least one capital letter.
Require at least one special character in password	If checked, the password must contain at least one special character.

 

 

 

 

Field	Description
Authentication Interval (0–15 minutes)	The authentication interval is the duration of time that an authentication is valid before re-authentication is required. The default value is 0, which means that authentication will be required each time.
Two-factor authentication Web page URL	This URL is the full location of the web page displayed for authentication, usually an address on the local server. The default is blank, which means authentication is not required. To enable RSA two-factor authentication, use this URL: /csp/security/RSALogin.csp
Two-factor authentication service URL	This optional URL is the address of the service used by the two-factor authentication web page to authenticate the user. Leave blank if you’re using RSA authentication.

 

 

Enter information in the fields. Use this table to determine each field’s entry. Click Send Test Email to check your entries.

These values must be updated after installation.

 

 

Field	Description
SMTP Server Address	IP address or server name of the SMTP mail server to be used when sending email notifications.
SMTP Server Port	TCP port for the SMTP mail server. Default is 25.
From Address	Email address that will be the “From” address for outgoing email notifications from the system.
Default To Address	The “To” address that will be used for email notifications sent by the system if none is specified by the notification type.
SMTP Authentication UserName	User Name required for authentication to the SMTP server, if necessary.
SMTP Authentication Password	Password required for authentication to the SMTP server, if necessary.

 

Enter information in the fields. Use these tables to determine each field’s entry.

The fields shown in bold are required.

 

Field	Description
License Key	The License Key for the local DoseEdge server is used for accessing and backing up to the central server The collection of DoseEdge System servers hosted at NaviSite that perform backup and reporting for all DoseEdge System sites. All DoseEdge System data is stored in a central database that can be treated as a single larger server, which is hosted at Navisite. The primary location of the central server is in Andover MA with a failover backup located in San Jose, CA.. Once set, it should never be changed. Do NOT enter a License Key if you are installing a test or backup DoseEdge server.
Report Service URL	The Report Service URL is the address of the service that authenticates users so they can access reports from their local server to the DoseEdge central server. Do NOT change it. For your reference, the address is usually https://central.DoseEdge.com/csp/ifrxcentral/ Web.CentralReports.ReportService.cls.

 

 

Backup/Purge Settings, continued

 

Field	Description
Central Report Main URL	The Central Report Main URL is the address of the location of the reports on the DoseEdge central server. Do NOT change it. For your reference, the address is usually https://central.DoseEdge.com/csp/ifrxcentral/ Web.CentralReports.ReportMain.cls
Backup Service URL	The Backup Service URL is the address of the DoseEdge central server for backup. Do NOT change it. For your reference, the address is usually https://backup.DoseEdge.com/csp/ifrxcentral/ IntelliFlow.CustomerBackup.Processes.cls
FormularyPlus Service URL	The FormularyPlus Service URL is the address where the formulary An authoritative listing of drugs and related information used by the DoseEdge System. The formulary for the DoseEdge System contains a list of drugs, a list of drug categories, a list of procedures, a list of actions and a list of products. For additional information, refer to the DoseEdge FormularyPlus User Guide (M00055). is located.
Backup Pause Seconds	The Backup Pause is the number of seconds (usually 1) to pause between a set of backup transactions (the backup process runs every hour). You should change this only if you are trying to manage the amount of bandwidth used.
Backup Pause After Tx	The Backup Pause After Tx is the number of backup transactions/records (usually 500) to be completed between pauses. You should change only this if you are trying to manage the amount of bandwidth used.

 

Backup/Purge Settings, continued

 

Field	Description
Retry Backup Attempt in Seconds	The Retry Backup Attempt is the number of seconds (usually 60) between backup retry attempts following a failed backup attempt. You should change this only if you are trying to manage the amount of bandwidth used.

 

Purge Settings

Field	Description
Days to Keep Local Data	The Days to Keep Local Data is the number of days (between 45 and 90) data should be retained on the local server. This value impacts the amount of disk space needed on the local database server.
Purge Frequency (hours)	When data has aged greater than the value entered in Days to Keep Local Data, DoseEdge removes it from the local server. The Purge Frequency is the number of hours (usually 24) that pass before DoseEdge checks for data to be removed. You do not need a value here if you enter a Purge Time of Day.
Purge Time of Day (HH:MM)	When data has aged over the number of Days to Keep Local Data, DoseEdge removes it from the local server. You can specify a time when DoseEdge should check for and remove aged data. You do not need a value here if you enter a Purge Frequency.

Backup/Purge Settings, continued

 

Proxy Server A computer system that acts as an intermediary for Internet requests. It may be necessary to specify a proxy server for internet access for system backup, management reports and other functionality that resides on the central server. Settings

Field	Description
Internet Proxy Server	If you connect to the Internet though a proxy server, enter the IP address and host name of the proxy server used to connect to the central server for backup.
Internet Proxy Port	The Internet Proxy Port is the IP port number used by the backup service to connect to the central server.
Use Backup Proxy Tunnel	Check this option if you want to use a secure tunnel connection to the proxy server.
Use Backup Proxy SSL Connect	Check this option if you want to use SSL encryption for the proxy tunnel.

 

 

You can configure the bar charts (up to five) for the situation board for this site. Each bar chart displays information about the current queue:

·         Doses waiting to be filled

·         Doses in process (being prepared)

·         Doses already filled and awaiting approval

In the default configuration, the first bar chart displays information about all doses currently in the queue (Total) while the other bar charts display filtered information: STAT, First, Wait and Hazmat An abbreviation for hazardous material, which refers to any solid, liquid or gas that can harm people, other living organisms, property or the environment. (hazardous drug A single generic entity, regardless of manufacturer or packaging (e.g., cefazolin, 0.9% sodium chloride, dextrose 5% in 0.45% sodium chloride).) doses.

You can change the caption that appears below each bar chart. With assistance from Baxa Technical Support, you can also change the filter used for each bar chart

You can change the way information is displayed via the bar chart. For the Bar Chart Display Type, select:

·         Percent: The Pending, In-Process and Verification dose orders are shown as a percentage of the current doses. The bar always totals 100% with only the percentages changing and disappears completely when there are no qualifying doses.

 

 

 

 

 

 

Dose Order Summary by Percent

·         Counts/Stacked: The Pending, In-Process and Verification dose orders are shown according to quantity in a single bar.

The scale of the chart will vary according to the number of doses. In some cases where the number of Total doses is high, the other bars (STAT, First, Wait and Hazmat) may become difficult to read. Eliminating the Total bars may make the other bars more legible.

·         Counts/Side-By-Side: The Pending, In-Process, and Verification dose orders are each shown according to quantity in their own bar.

The scale of the chart will vary according to the number of doses. In some cases where the number of Total doses is high, the other bars (STAT, First, Wait and Hazmat) may become difficult to read. Eliminating the Total bars may make the other bars more legible.

 

 

Dose Order Summary by Counts/Stacked

Dose Order Summary by Counts/Side-By-Side

 

You can change the caption that appears below each bar chart.

You can change the query used for each bar chart (the query used for each bar is a filter on an existing query at the workstation). If you are unfamiliar with how to construct a query, contact Baxa Technical Support.

Enter information in the fields. Use these tables to determine each field’s entry.

·         Make sure Enable Situation Board is checked.

NOTE: If you do not use the Situation Board, make sure Enable Situation Board is NOT checked. This will reduce the processing load on the local server.

·         If you want the status of each workstation to appear on the situation board, make sure Display Workstation Status is checked.

 

 

Field	Description
Bar Chart Caption 1	Enter text to appear below the bar chart (default: Total).
Bar Chart Query 1	Write the filter code for a filter or call Baxa Technical Support for assistance.
Bar Chart Caption 2	Enter text to appear below the bar chart (default: STAT).
Bar Chart Query 2	Write the code for a filter or call Baxa Technical Support for assistance.
Bar Chart Caption 3	Enter text to appear below the bar chart (default: First).
Bar Chart Query 3	Write the code for a filter or call Baxa Technical Support for assistance.
Bar Chart Caption 4	Enter text to appear below the bar chart (default: Wait).
Bar Chart Query 4	Write the code for a filter or call Baxa Technical Support for assistance.

 

 

Situation Board Dose Order Summary Settings, continued

 

 

 

Field	Description
Bar Chart Caption 5	Enter text to appear below the bar chart (default: Hazmat).
Bar Chart Query 5	Write the code for a filter or call Baxa Technical Support for assistance.
Bar Chart Type Display	Choose Percent, Counts/Stacked, or Counts/Side-by-Side.

 

The Workstation Settings apply to all workstations at the site.

The fields shown in bold are required.

 

 

Field	Description
Report Path	The Report Path is the UNC file path to the location on the local database server where the Crystal Report files are stored on your DoseEdge server, such as \\localservername\IntelliFlowReports\Reports\.
Workstation Auto Logout Time (Minutes)	The Workstation Auto-Logout Time is the number of minutes the workstation must remain idle before the user is automatically logged out. This can be any value or 0 if you don’t want the workstation to automatically log out at all.
Performance Log Intervals (Minutes)	The Performance Log Interval is the number of minutes that should pass between writing to the performance log, which reports statistics from the workstation to the local server and Baxa. Baxa recommends leaving this value at its default.
Workstation Version	The workstation version is automatically set by the server installer or upgrade program. The version is checked at each login and, if there is a newer version, the user is prompted to install the update automatically. You should never need to change this unless you are deploying a newer workstation version without upgrading the server.
Workstation Installer Path	The path is automatically set by the server installer or upgrade program according to the workstation version. You do not need to change this unless you are deploying a newer workstation version without upgrading the server.

Enter information in the fields. Use this table to determine each field’s entry.

The fields shown in bold are required.

 

 

Dose Order Queue Settings, continued

 

 

Field

Description

Expiration hours for WAIT dose status

This value is used to indicate a dose with a short expiration time. Any dose containing a drug whose expiration time (in hours) is less than this number will automatically be treated as a WAIT dose. That means it will not be queued for preparation automatically, but instead will be held until the system clock indicates that the dose, once prepared, will not expire until after it is due to be administered. Dose orders containing these drugs are considered wait doses and placed in their own queue at workstations and appear separately on the situation board. Dose orders containing drugs with longer expirations than this value are never considered Wait Doses. To calculate this value, divide 24 by the number of batches in your production day. For example, if you have three batches per day, then a dose that expires in less than 8 hours is likely to need to be held until the system clock reaches 8 hours before the scheduled administration date and time.

 

 

Dose Order Queue Settings, continued

 

Field	Description
Minutes before admin time to promote to STAT	DoseEdge can identify a dose that is approaching its scheduled administration time. The priority of the dose is automatically increased to ensure it is delivered on time. This value is the number of minutes before a dose’s scheduled administration date/time at which its priority will be escalated if it is still pending preparation. To use this feature, indicate the number of minutes at which the dose should be escalated from routine to STAT if it is still pending. To turn this feature off, enter 0. The most common value is 60 minutes. This means that a dose will automatically be escalated to STAT when the system clock reaches 60 minutes before the dose’s scheduled administration time.
Set First Dose based on batch/admin times	DoseEdge can detect that a dose is a First Dose, based on its administration time for the batch. Essentially, DoseEdge escalates the priority of the dose to that of a first dose. If you use this feature, DoseEdge will compare the administration date/time of each dose to the current batch production schedule and the system clock. The priority of the dose will be escalated if it is due before the batch currently in preparation is due to be delivered.
Allow dose BCMA Barcode medication administration (also called BPOC - barcode point-of-care). A computer system that uses a bar code on the dose label to verify appropriate administration to the patient. The DoseEdge System often captures and prints the BCMA bar code on the dose label. The BCMA frequently does not uniquely identify each dose order and therefore cannot be used for ScanEvents and other dose tracking. barcode for ScanEvent Tracking	Check this if the BCMA (Bar Code Medication Administration) bar code on the incoming dose label is always unique across all doses in the system. If so, it may be used for ScanEvent tracking. The bar codes used for BCMA are not always unique for each dose, but rather for each order, which may produce several doses. Set this flag only if you are certain that each and every BCMA bar code on each and every dose is unique.

Dose Order Queue Settings, continued

Automatically Discontinue An option that allows the operator to manually remove a pending dose order from the queue. This does not discontinue the PIS dose. Dose

Field	Description
DC Label Matching Field List	Some pharmacy systems print a special type of label to alert the IV room/prep area that a dose has been discontinued (DC). DoseEdge can detect this kind of label and place the DC orders in their own special queue. DoseEdge can also look for pending dose orders that match specified fields on the DC label and automatically delete them. If your pharmacy information system does not produce DC labels, or if you prefer not to use automatic order deletion, leave this field empty. If you want DoseEdge to automatically discontinue a pending order if the contents of its fields match the contents of fields on the DC order, enter the field names that must be the same on both labels.
DC Method	If you specify field names that must match on the dose label and the DC label for automatic discontinuation, there are two operating methods to choose from. ·         DC first matching dose order only: The first order found that matches the DC label will be discontinued. ·         DC all matching dose orders: ALL doses orders found that match the DC label will be discontinued.

 

 

Dose Order Queue Settings, continued

Automatically Place Dose on Hold

Field	Description
Put missing admin time doses on hold	Check this if any dose lacking an administration time should be placed on hold until an authorized user enters an administration date/time.
On-hold Drug Category List	In your formulary, drugs can be assigned to drug categories. Here you can identify which categories, if any, contain drugs that must immediately be placed on hold until they are released. When in use, the dose must then be manually removed from the hold list.

 

Prompt to Enter Reason

Field	Description
Print ByPass Dose Label	Check this if you want the technician to be asked for a reason when a bypass label A label printed for doses to be prepared outside the DoseEdge System. is requested.
Discontinue Dose	Check this if you want the technician to be asked for a reason when a dose order is discontinued (canceled).
Move Dose to Hold Queue	Check this if you want the technician to be asked for a reason when a dose is placed on hold.

 

 

Enter information in the fields. Use these tables to determine each field’s entry.

 

 

 

 

 

Dose Preparation Settings, continued

 

 

Field

Description

Max Rounding Error Percent

Where people tend to be subjective in evaluating volumes, computers are not. Example: You might consider a volume of 0.001 mL to be effectively 0, whereas a computer would view it as a legitimate value. The Max Rounding Error Percent helps DoseEdge compare two dissimilar values and perceive them as similar. This is useful in overcoming slight differences in fluid volume that may arise because of rounding errors. Example: A dose that requires 0.457 mg of a 1 mg/mL concentration might be rounded by a pharmacy system to a volume of 0.46 mL where the computer would compute the same volume as 0.457 mL, a difference of 0.6%. A Max Rounding Error Percent of 1% value would let DoseEdge accept the dose as complete and not request an additional 0.003 mL of diluent A therapeutically inert fluid that is used to either (a) liquefy a powdered drug prior to use, or (b) dilute a drug to a lower concentration, which facilitates measuring small doses. to bring the volume to 0.46 mL. To determine an appropriate percent, look at a variety of labels that contain rounding errors and determine what percentage error would permit them to be considered acceptable. A common percent is 1.

 

 

Dose Preparation Settings, continued

 

Field

Description

Smallest allowed measured volume (mL)

This value establishes a standard of practice for your pharmacy that says you will not attempt to measure volumes smaller than this amount if there is a more dilute product available that will permit a more accurate measurement. This rule is enforced only if there is an alternative product at a lower concentration defined in the formulary that could be used to prepare the dose. If there is no alternative, then the selected product is allowed, even if below the set volume. What is the smallest volume that you will permit a technician or pharmacist to attempt to measure if there is a more dilute preparation available or that can be mixed? The accuracy of disposable syringes is set by ISO 7886-1 that indicates that a syringe is considered accurate if it is within ±4 - 5% when delivering volumes at or greater than half the measurable volume of the syringe. The error rates increase significantly for volumes measured at less than half the volume of the syringe as the volume declines to the point where, at 10% of the volume of the syringe, the error rate reaches nearly 20%. This means that you cannot accurately measure a volume of 0.1 mL (10% of 1 mL) and only have acceptable accuracy for volumes of 0.5 mL or higher. The Smallest Allowed Measured Volume is usually set to 0.1 mL.

 

 

Dose Preparation Settings, continued

 

Field	Description
Smallest allowed measured volume (mL), continued	If you set the Smallest Allowed Measured Volume to a non-zero value, then: ·         When a new product is scanned in, the dose volume to be taken from that product is computed, ·         DoseEdge prompts the user to select a different, more dilute product if a) the dose volume is less than the value in this field and b) there is another, more dilute product available. Example: If you need 1,000 units of heparin sodium and you scan a 10,000 unit/mL vial, DoseEdge will detect that there is a 1,000 unit/mL alternative and prompt you to use it.
Allow dilutions to be ordered at the workstation	Can dose orders be placed as stock doses or as reconstitution/preparations at the workstation? If this option is not checked, then the technician at this workstation cannot order preparation of a dilution A custom product preparation that the pharmacy sets up by diluting a commercially available injectable liquid with an appropriate diluent to a lower concentration. Pharmacies prepare dilutions to facilitate measuring very small doses for neonatal and pediatric applications..
Volume Display Precision	You can choose two or three digits after the decimal for volumes that appear on the screen. Two digits is the most common selection.
Allow Final Verification Checking of a dose by a pharmacist that releases a dose for sorting (distribution). This may occur via the DoseEdge Management Site or at the workstation. During Dose Preparation	Select this option to allow final verification of the dose at the PrepStation immediately after the dose has been prepared. All dose types are included in this option.
Allow Final Verification During Inline Verification	Select this option to allow final verification of the dose at the same time as the inline verification.

 

Dose Preparation Settings, continued

 

 

Kitting Settings

Field	Description
Print dose labels during kit A collection of dose orders, products and labels (optional) that can be assembled together, then transferred and prepared elsewhere. assembly	Check this if you want to print dose labels during kit assembly instead of at dose preparation.
Print product labels during kit assembly	Check this if you want to print product labels during kit assembly instead of at dose preparation.

 

Inline Verification

Field	Description
Inline Verification for Hazmat Dose	Select this option if you want the pharmacist to verify the hazmat (hazardous material) dose during its preparation as well as after its completion.
Inline Verification for High-Risk Dose	Select this option if you want the pharmacist to verify the high-risk dose during its preparation as well as after its completion.
Inline Verification for TPN Dose	Select this option if you want the pharmacist to verify the TPN dose during its preparation as well as after its completion.
Custom Dose Query Filter	Use SQL syntax and the dose order fields to create a filter for a specialized group of doses to require inline verification.

 

Dose Preparation Settings, continued

 

 

Product Verification in Dose Procedure A specific list of actions containing the steps needed to complete it. Procedures define the steps by which specific products are prepared for use, as well as tasks that users are prompted to perform at each workstation.

Field	Description
Product Verification for Hazmat Dose Preparation	Select this option if you want an additional scan of the product bar code for products used in a hazmat dose. Action A step in a procedure. An action can display a document, prompt for input, and/or require that a bar code be scanned or a picture be taken. steps will be added automatically to the procedure for the additional scanning the bar code and for acquiring product images.
Product Verification For High-Risk Dose Preparation	Select this option if you want an additional scan of the product bar code for products used in a high-risk dose. Action steps will be added automatically to the procedure for the additional scanning the bar code and for acquiring product images.
Product Verification For TPN Dose Preparation	Select this option if you want an additional scan of the product bar code for products used in a TPN dose. Action steps will be added automatically to the procedure for the additional scanning the bar code and for acquiring product images.
Custom Dose Query Filter	Use SQL commands and the product fields to create a filter for a specialized list of products to require verification.

 

Dose Preparation Settings, continued

 

Require Dual Pharmacists’ Verification

Field	Description
Dual Verification Where a second pharmacist’s approval is needed to release a dose. for Hazmat Dose	Select this option if two pharmacists are required to verify the hazmat dose during its preparation as well as after its completion.
Dual Verification for High-Risk Dose	Select this option if you two pharmacists are required to verify the high-risk dose during its preparation as well as after its completion.
Dual Verification for TPN Dose	Select this option if you want two pharmacists are required to verify the TPN dose during its preparation as well as after its completion.
Custom Dose Query Filter	Use SQL commands and the dose order fields to create a filter for a specialized group of doses to require dual verification.

 

 

The dose sorting options determine how doses are handled and affect how technicians and pharmacists handle doses prepared via DoseEdge. Most importantly, it defines when doses are labeled (and re-labeled). Errors in labeling can cause patient medication errors.

A verification label An optional second label applied over the preparation label. This label includes information that was not available at the time the dose label was first printed, such as the inspection pharmacist’s name and inspection date/time. NOTE: The decision to use a verification label is site-specific and depends on customer preference and state law. Verification labels can completely overlay the preparation label or only the portion of that label that contains information that gets updated when the dose is sorted out of the IV room. is a new label that covers all or part of the original label to indicate that the dose has been checked by a pharmacist. If your state pharmacy laws require that the name or initials of the checking pharmacist be on each label, you will need to print one of these labels at sorting.

If you want to print a verification label during the sorting process (after the dose is checked by the pharmacist), you need to select the method to be used to sort A process by which a technician records the movement of doses out of the IV room for distribution. If a verification label is used, it is printed and applied during this process. Also sometimes called “check out” (not to be confused with “checking”). a dose and then verify that the label was properly applied to the dose.

If you are tracking ScanEvents, make sure the Dose ID bar code is visible on the dose label.

1.     Select a Dose Sorting Method.

 

 

The three dose sorting methods are:

·         Dose ID: The verification label is printed when the Dose ID bar code is scanned. No other scanning is required.

Baxa recommends that both the Dose ID and the Order ID bar codes be placed on the dose label with NO bar code on the verification label.

IMPORTANT! With this option, there is no automated check to be sure you applied the label to the correct dose.

·         Dose ID + Order ID: The verification label is printed when the Dose ID bar code is scanned. The verification label should be applied to the dose, then the user is prompted to scan the Order ID bar code to confirm.

Baxa strongly recommends that the Dose ID bar code appear only on the dose label and that the Order ID bar code appear only on the verification label. This ensures that the verification label is applied properly.

·         Dose ID + Order ID + Order ID: Select this option if the dose label contains both the Dose ID and Order ID bar codes and the verification label contains only the Order ID bar code. The verification label is printed when the Dose ID bar code is scanned. Then, the user is prompted to scan the Order ID bar code on the dose label and the Order ID bar code on the verification label to ensure they are identical.

If desired, contact Baxa Technical Support to change the label contents for you.

 

2.     Select the options you want.

 

Field	Description
Dose Sorting Method	If the verification label option is turned on, select the method used to sort a dose and verify that the label was properly applied to the dose.
				WARNING! The verification label must be applied IMMEDIATELY to avoid applying it to the wrong dose.
Print Verification Label for Patient Specific doses	Check this option if you want to print a verification label when a patient-specific dose is sorted for distribution from the pharmacy. The verification label usually contains information that was not available at the time the dose label was first printed, such as the inspection pharmacist and inspection date/time.
				WARNING! The verification label must be applied IMMEDIATELY to avoid applying it to the wrong dose.
Print Verification Label for Dilution doses	Check this option if you want to print a verification label when a dilution dose is sorted for distribution from the pharmacy. The verification label usually contains information that was not available at the time the dose label was first printed, such as the inspection pharmacist and inspection date/time.
				WARNING! The verification label must be applied IMMEDIATELY to avoid applying it to the wrong dose.

 

Dose Sorting Settings, continued

 

Field	Description
Print Verification Label for Stock doses	Check this option if you want to print a verification label when a stock dose is sorted for distribution from the pharmacy. The verification label usually contains information that was not available at the time the dose label was first printed, such as the inspection pharmacist and inspection date/time.
				WARNING! The verification label must be applied IMMEDIATELY to avoid applying it to the wrong dose.
Allow Stock/Dilution Product settings to print Verification Label	Check this option if you want to allow the settings for a specific stock or dilution product to override these site settings.
Print Reject Label for Stock/Dilution Doses during Group sorting	Check this option if you want to print a label if a stock dose or dilution was rejected during verification.

 

 

The order entry settings specify whether or not the patient location or due date is required for stock and dilution doses.

1.     If desired, check the desired order entry settings.

2.     If any of the site's workstations are logged in, log out and then back in for the changes to take effect.

3.     Click Save.

 

Field	Description
Require patient location for stock/dilution orders	Select if the user must select a patient location when placing a stock or dilution order.
Require due date for stock/dilution orders	Select if the user must select a due date when placing a stock or dilution order.

 

 

Configuring a Batch

A batch is a set of patient-specific dose orders received from the pharmacy information system for preparation in a given time-frame.

Use these instructions to set up when batches are processed through the pharmacy.

1.     At the DoseEdge Management Site, click Batch Info in the Site Configuration section.

2.     If any batches have been previously configured, they appear on the Batch Info page.

3.     To set up a new batch, click New.

To revise an existing batch, remove the batch from the list and create a new batch to replace it.

 

DoseEdge Management Site

DoseEdge Management Site: Batch Info page

 

4.     Enter information in the fields. The required fields are shown in yellow. It’s a good idea to enter as much information as possible.

The fields shown in bold are required.

5.     Click Add to Schedule.

6.     Add and remove batches as needed. When finished, click Save.

7.     To delete a batch, click Remove for the batch. When the batch is removed, the times for the remaining batches are adjusted to cover the full 24-hour period.

 

Field	Description
Batch Name	The name of the label batch must be unique.
Batch Start Time	The Batch Start Time is the time at which the preparation of doses in the batch starts in the pharmacy.
Administration Start Time	The Administration Start Time is the earliest administration time for doses included in the batch.

 

 

 

 

Configuring a Location

At each site, there may be more than one place where DoseEdge is used. Example: The main IV room is considered a location within a site with other IV rooms, oral prep areas or satellite pharmacy facilities also being locations in the same site.

Each location consists of one or more DoseEdge Workstations. Example: A location may be the central pharmacy with several workstations, or it may be a single workstation at a satellite location.

The situation board shows the current status of all locations (and workstations) for a site.

You can configure each location (such as name and other specifics) on the DoseEdge Management Site.

 

Sample: Locations in pharmacies on three floors

1.     At the DoseEdge Management Site, click Locations in the Site Configuration section.

2.     If any locations have been previously configured, they appear on the Location page.

3.     To set up a new location, click New.

To revise an existing location, select the location from the list.

 

DoseEdge Management Site

Location page

4.     Enter information in the fields. The required fields are shown in yellow. It’s a good idea to enter as much information as possible.

The fields shown in bold are required.

5.     When finished, click Save.

 

 

 

Field	Description
Location Name	The name of the location This appears on the situation board and reports.
Abbreviation	An abbreviation of the location name This appears on some reports.
Phone	Primary contact number for the location
Queue Filter	A filter that is used for selecting doses to be processed at all workstations in this location
Active	Select this option if the location is currently using DoseEdge.
Street Address	Location’s street address
City	Location’s city
State	Location’s state
ZIP	Location’s zip code
Description	Description of the location
Display on Situation Board	Check for this location to appear on your facility’s situation board.

 

Configuring a Workstation

A workstation is used for dose preparation, report printing, or dose sorting/distribution. Each workstation usually consists of a touchscreen PC, label printer, barcode scanner, camera and foot pedal.

A workstation is often thought of as being part of a hood, biological safety cabinet or barrier isolator. However, if two technicians often work at one of these at the same time, then two workstations are needed at that hood.

Not all dose orders can be filled at all workstations. Dose orders prepared from hazardous drugs can be prepared only at a workstation designated as suitable for handling hazmat orders by a technician who has been trained and set up in the DoseEdge system to do so. Similarly, non-hazmat dose orders cannot be filled at hazmat-enabled workstations.

You can view the status of workstations using the situation board.

You can view each workstation’s service tasks by using the Scheduled Tasks page.

You can configure each workstation (such as name, hazmat flag, and other specifics) on the DoseEdge Management Site.

Workstations (sample):

·         Pharmacy 1^st Floor: three workstations and a SortStation

·         Pharmacy 2^nd Floor: two workstations

·         Pharmacy 3^rd Floor: three workstations

1.     At the DoseEdge Management Site, click Workstations in the Workstation Configuration group.

DoseEdge Management Site

2.     If any workstations have been previously configured, they appear on the Workstations page.

3.     To set up a new workstation, click New.

To revise an existing workstation, select the workstation from the list.

Workstations page

4.     Enter information in the fields. The required fields are shown in yellow. It’s a good idea to enter as much information as possible.

The fields shown in bold are required.

 

Field	Description
Workstation Name	The name of workstation must be unique.
Abbreviation	This field contains an abbreviation of the workstation name. NOTE: This appears on some reports and labels.
Active	The workstation is active if DoseEdge is currently running on it. It is not active when DoseEdge is not running on the workstation or if the workstation is shut down.
Description	This field contains a description of the workstation, such as the types of doses prepared at the hood, capabilities, etc.
Location	This field is the location of the workstation in the facility.
License	This field contains the license key for the workstation. The license, which is generated automatically, is the link between the actual workstation and its configuration.

 

Workstation Information, continued

5.     You can set up a filter so only doses that should be prepared at any workstation are sent there.

Each workstation has queue buttons that, when selected, display a subset of doses. Example: The STAT button shows only STAT doses in the queue.

Three queue buttons can be configured as you like for each workstation. (This is optional; you can leave the buttons unused, if you like.)

To use a queue button A button that can be used to filter selected doses from the overall queue which can then be processed at the workstation. Three configurable buttons per workstation are optional., you must name the button and define the criteria for the doses to be displayed. Using this information, Baxa will construct a query that creates this view of the queue.

The criteria used to select the appropriate doses for each queue must be available from the incoming print feed. In some cases, the label parsing script may need to be changed to ensure that the selection criteria are available.

 

 

 

Field	Description
Custom Queue Name 1	The Custom Queue Name is the name of the filter. This name appears on a button on the workstation.
Custom Queue Filter 1	The Custom Queue Filter is a filter that is used for selecting doses to be processed at this workstation. Call Baxa Technical Support for assistance.
Custom Queue Name 2	The Custom Queue Name is name of the filter. This name appears on a button on the workstation.
Custom Queue Filter 2	The Custom Queue Filter is a filter that is used for selecting doses to be processed at this workstation. Call Baxa Technical Support for assistance.
Custom Queue Name 3	The Custom Queue Name is name of the filter. This name appears on a button on the workstation.
Custom Queue Filter 3	The Custom Queue Filter is a filter that is used for selecting doses to be processed at this workstation. Call Baxa Technical Support for assistance.
Display on Situation Board	Select this option for the workstation to appear on the situation board.

 

6.     In the Workstation Dose Preparation Details section, select the Workstation Type.

7.     Use the check boxes to refine the doses shown for the Workstation Type.

8.     When finished, click Save.

9.     To change the configuration of a workstation, select the workstation from the list, make any changes, then click Save.

10.  To delete a workstation, select the location from the list and click Delete. Confirm the deletion.

 

Workstation Type	Description
IV PrepStation	IV doses can be prepared at this workstation. Other types of doses can be displayed in the queue, but not prepared.
TPN PrepStation	TPN doses can be prepared at this workstation. Selecting this option gives the workstation special features for handling and preparation of TPN orders. Other types of dose can be displayed in the queue, but not prepared. This option is available only if the optional TPN Workflow Manager is installed.
Oral PrepStation	Oral (liquid) doses can be prepared at this workstation. Other types of doses can be displayed in the queue, but not prepared.
Chemo PrepStation	Chemotherapy and other hazardous doses can be prepared at this workstation. Other types of doses can be displayed in the queue, but not prepared.
Admin Workstation	All dose types are shown at this workstation for administrative purposes, such as cancelling/discontinuing doses, viewing or monitoring the queue and printing reports. To prevent certain dose types from appearing, uncheck them below.
SortStation™	All dose types are available at this workstation for sorting and distribution from the pharmacy. To prevent certain dose types from appearing, uncheck them below.

 

 

 

Setting Up Tasks

You can set up a task for when certain tasks must be completed at each workstation. A list of tasks appears when a user logs in to the workstation. Complete the tasks before using the workstation.

If a task becomes due while the workstation is in use, it appears on the task list. Click Tasks to see the tasks that are due.

A task is a procedure to be performed at a workstation at particular time or at a particular interval. A procedure is made up a set of actions.

Some procedures are set up for you and you can create your own.

 

1.     At the DoseEdge Management Site, click Task Schedule in the Workstation Configuration group.

 

DoseEdge Management Site

2.     View the list of workstations.

3.     To establish a new task for a workstation, click New.

a.     Select a Workstation.

b.    Select a Procedure.

c.     Enter how often the task should be performed as the Frequency Value and select the unit of measure as the Frequency Type.

d.    The last time the task was performed is automatically filled in for you as the Last Completion Date Time.

If is not filled in and you know the last time the task was performed, enter the date and time (optional) in this format:
YYYY-MM-DD HH:MM:SS

4.     Click Save.

5.     To change tasks, select the workstation and task from the list, make any changes, then click Save.

6.     To delete a task, select the workstation and task from the list and click Delete. Confirm the deletion.

Task schedule page

 

Adding or Changing a Filter for the Queue

Queue filters are used to separate out orders on the dose queue. These filters are selectable from a dropdown that appears above the queue filter buttons to the left of the dose queue. After you set up the filter, configure one or more locations to use it.

1.     At the DoseEdge Management Site, click Queue Filters in the Workflow section.

 

DoseEdge Management Site

 

A list of current filters appears.

2.     To create a new filter, click New.

To revise an existing filter, select the filter from the list.

Queue Filters page

 

 

3.     Enter information in the fields.

4.     When finished, click Save.

 

Field	Description
Filter Caption	The Filter Caption is the name of the filter.
Filter Description	The Filter Description is the purpose of the filter.
Query	Use SQL commands and the dose order fields to create a query. Call Baxa Technical Support for assistance.
Preparation Mode	Select the preparation mode to be used for the queue filter. If you do not select one, the default preparation mode will be used.
Workstation Types	Select the types of workstations where the query filter can be used: ·         Select the workstations from the Available Workstation Types and click the right arrow. Repeat until you have selected all the workstation types you want to use the query filter. ·         To prevent a workstation from using the query filter, select the Applicable Workstation Types and click the left arrow.

 

 

Setting Up a ScanEvent™

A ScanEvent is a configurable set of defined events (or locations) where doses or products can be scanned to log the location of the dose. Examples:

·         The dose departs from the pharmacy

·         The dose is received at a patient care location

·         The dose is returned to the pharmacy

·         The product is stored at the pharmacy

·         The product is disposed of at a workstation

A set of default ScanEvents is provided for you. However, you can change, activate, or deactivate ScanEvents as well as create new ones.

You can track ScanEvents at the workstation or the Management Site.

1.     At the DoseEdge Management Site, click ScanEvents in the Site Configuration section.

 

DoseEdge Management Site

2.     View the list of existing ScanEvents. The list contains both default events and user-created events.

 

 

ScanEvents page

3.     The following default ScanEvents are always available.

Baxa recommends modifying these ScanEvents or setting up your own to reflect the activities at your facility.

 

ScanEvent Name	Description
Dose Queued	The dose entered the DoseEdge queue.
Dose Prepared	The dose was prepared at a workstation. NOTE: This ScanEvent is automatically triggered.
Dose Verified	The dose was verified (checked) by a pharmacist. NOTE: This ScanEvent is automatically triggered.
Pharmacy Depart	The dose left the pharmacy for delivery.
Nursing Unit Arrive	The dose arrived at the nursing unit / patient location.
Nursing Unit Depart for Return	The dose departed the nursing unit to be returned to the pharmacy.
Pharmacy Return	The dose was returned and received in the pharmacy.
Pharmacy Credit	The dose was credited.
Pharmacy Discard	The dose was discarded / disposed.
Pharmacy Re-Use	The dose was re-used.
Product Stored	The product was placed in its standard storage location.
Product Retrieved	The product was retrieved from its standard storage location.

 

Default ScanEvents, continued

4.     To change a ScanEvent, select it from the list, make any changes, then click Save.

5.     To create a new ScanEvent, click New. Enter information for the new ScanEvent:

·         ScanEvent Name

·         ScanEvent Abbreviation: a shortened name for ease of use

·         ScanEvent Description: a summary of the event (optional)

·         Barcode: the value to be scanned to select this ScanEvent

6.     You can change the following optional fields shown in the adjacent table.

7.     Check Active to make the ScanEvent available for use.

8.     When finished, click Save.

9.     To remove a ScanEvent, select it, then click Delete.

NOTE: If you may want to use the ScanEvent in the future, you can temporarily deactivate it instead of deleting it. Make sure that Active is not checked.

 

 

ScanEvent Name	Description
Product Discarded – Normal	This non-hazardous product was discarded and/or disposed of.
Product Discarded – Hazmat	This hazardous product was discarded and/or disposed of.

 

Field	Description
Validation Rule Filter	Validation Rule Filter contains a query that is used to validate that the scanned dose or product is the right one for the ScanEvent. The filter can be used to detect whether or not a dose or product should be present or if it is unique.
Validation Rule Error Message	The Validation Rule Error Message is displayed if the ScanEvent does not pass the Validation Rule Filter.
Trigger Event on Dose Status	The dose status causes the ScanEvent to be logged. This is most commonly used to associate the ScanEvent with a change in dose status, such as the dose is sorted, which starts the tracking process.

 

 

Optional fields, continued

 

Field	Description
ScanEvent Data – Text 1, 2, and 3	Text is added for the scanned dose or product for this ScanEvent. In practice, the text fields are generally used as follows: ·         Text 1: The general category of the ScanEvent (Example: delivery route event) ·         Text 2: Arrival or departure from the location ·         Text 3: Details about delivery (Example: specific user or delivery method, such as tube or cart)
ScanEvent Data – Timestamp 1, 2, and 3	The timestamp is the date and time when the dose or product was scanned for this ScanEvent. In practice, the timestamp fields are generally used as follows: ·         Text 1: Arrival ·         Text 2: Departure ·         Text 3: Billing / credit
ScanEvent Data – Counter 1, 2, and 3	The counter records the number of times the dose or product was scanned for this ScanEvent. In practice, the counter fields are generally used as follows: ·         Text 1: Number of arrivals ·         Text 2: Number of departures ·         Text 3: Number of billings
Active	If checked, the ScanEvent is available for use.

 

Creating or Changing a Label Design

When DoseEdge is installed at your site, you receive a set of default labels.

Baxa can customize any of the labels or design completely new labels for your site. Contact your Baxa Sales Representative for a quote.

Preparation Label

A preparation label is a dose label printed during dose preparation, usually at the very beginning of the preparation process.

WARNING! The preparation label must be applied IMMEDIATELY to avoid applying it to the wrong dose.

 

Verification Label

A verification label is a dose label printed after the pharmacist checks and approves the dose. This label (sometimes called the final label) is usually printed and applied during sorting.

Make sure the verification label completely covers over any previous labels.

WARNING! The verification label must be applied IMMEDIATELY to avoid applying it to the wrong dose.

 

 

 

 

 

Sample preparation label

NOTE: The size of the preparation label is adjusted automatically to fit the final container A package that contains a transport collection.. The label for patient-specific syringe doses is typically smaller than a similar label for bags.

 

Sample verification label

Bypass Label

A bypass label is a dose label printed for a dose to be prepared without using DoseEdge.

 

 

 

 

 

 

 

 

 

 

Stock Dose Label

A stock dose label is a dose label printed for non-patient-specific stock doses.

 

Sample bypass label

NOTE: The size of the preparation label is adjusted automatically to fit the final container. The label for patient-specific syringe doses is typically smaller than a similar label for bags.

 

Sample stock dose label

New Product Label

A new product label is printed for products that do not have a usable manufacturer’s bar code.

 

 

 

Product WIP An acronym for work-in-process. This term applies to vials and bulk, non-patient specific doses that are tracked individually. (Work-in-Process) Label

A product WIP label is a serialized product label printed for multi-use products used during dose preparation.

 

 

 

 

Unassigned Product Label

An unassigned product label is a serialized barcode label printed for future identification of an as-yet undetermined WIP product. It is used most frequently to label source containers in preparation areas that do not have a label printer, such as inside barrier isolators or for kitting where some drugs are stored in the clean room. When an unassigned product label is scanned as a product for dose preparation, DoseEdge prompts for a product NDC code The National Drug Code, a 10-digit identifier for each commercially available product, represented in readable form as a triplet containing «labeler»-«product»-«package». When represented in a bar code, it is shown as a 10-digit unformatted number without hyphens. There are three permitted forms for an NDC: 1) 4-digit labeler, 4-digit product, 2-digit package, 2) 5-digit labeler, 4-digit product, 1-digit package, amd 3) 5-digit labeler, 3-digit product, 2-digit package. There is also an 11-digit format that is used by CMS and commercial drug database vendors in which all codes have the same format:5-digit labeler, 4-digit product, 2-digit package. to be scanned. The unassigned label will then be associated with that product.

 

Sample new product label

 

Sample product WIP label

 

Sample unassigned product label

 

1.     At the DoseEdge Management Site, click Label Designs in the Workstation Configuration group.

 

DoseEdge Management Site

 

2.     View the list of label designs.

3.     To create a new label design, click New.

a.     Type a Name for the new label design.

b.    Select the Type of label.

c.     Enter Comments.

d.    Click Save.

4.     To change a label design, select the label design from the list.

·         If desired, change the Comments.

·         If desired, import a label data file.

5.     Click Save.

6.     To use the label design, set it up on a label profile.

 

Label Designs page

 

 

 

Creating or Changing a Label Profile

A label profile is a configurable set of label designs and associated printers to be used when printing labels. These can be ‘scripted’ on an individual dose basis with the Label Processor The part of the DoseEdge System that receives dose orders in the form of labels from a hospital pharmacy information system. To the pharmacy information system, the label processor appears as a label printer that waits for labels to be sent to it for “printing.” Instead of printing the label, the label processor accepts it and then parses the content to pull dose orders from it., allowing different doses’ attributes to control which printers and which label formats are used for printing the label.

Note that the same label design may be used to print labels in multiple scenarios for labels of the same type (dose, product, etc.).

1.     At the DoseEdge Management Site, click Label Profiles in the Workstation Configuration group.

 

 

DoseEdge Management Site

 

2.     View the list of label profiles.

3.     To create a new profile, click New.

4.     Enter information in the fields as described in the table on the next page.

NOTES:

·         The printer name is optional. Enter a printer name only if you want to override the default printer for the label type.

·         If the printer name is left blank, the label is printed on the default printer configured on the workstation.

·         The printer name must match the name on the workstation exactly.

·         To specify a remote network printer, include the full UNC path to the printer, such as \\servername\printershare.

·         When printing, if the named printer cannot be found, you will be prompted to select a printer.

5.     When finished, click Save.

Label profiles page

 

 

Field	Description
Name	Name of the label profile
Patient-specific Preparation and Printer	This label design is used when patient-specific dose preparation labels are printed at the named printer.
Patient-specific Verification and Printer	This label design is used when patient-specific dose verification labels are printed at the named printer. If blank, the label printer defined for the PrepStation is used.
Patient-specific Bypass and Printer	This label design is used when patient-specific dose bypass labels are printed at the named printer.
Stock Dose Preparation and Printer	This label design is used when stock dose preparation labels are printed at the named printer.
Stock Dose Verification and Printer	This label design is used when stock dose verification labels are printed at the named printer.
Stock Dose Bypass and Printer	This label design is used when stock dose bypass labels are printed at the named printer.
WIP Product	This label design is used when WIP product labels are printed at the named printer.
Unassigned Product	This label design is used when unassigned product labels are printed at the named printer.
New Product	This label design is used when new product labels are printed at the named printer.
Kit	This label design is used when kit labels are printed at the named printer.
Query filter to match dose record	New doses that match this filter will be automatically assigned to use this label profile when labels are printed.

 

Changing or Deleting a Preparation Mode

A preparation mode controls the workstation’s behavior during dose preparation. A preparation mode is associated with a queue filter so that it is used only for doses that match its protocol.

In general, you usually follow this method for preparing doses:

1.     Select a product to prepare a dose.

2.     Prepare the product.

3.     Scan the label for the dose.

4.     Prepare the dose.

5.     Scan the dose label again to finish it.

6.     Repeat for each dose.

However, there may be situations where you would like to have different workflows such as:

·         Filling doses using MINI-BAG Plus™, where you don’t want to reconstitute the vial or transfer fluid into the container

·         Filling syringes, where you want to use all containers as multiple-dose containers and capture only a picture of the final dose container

·         Validating the product selection without validating the amount (such as doing batch processes where it is more efficient to scan in all the source containers, and then just make the doses or using it to track the issue of oral solids)

·         Making IVPB (Intravenous Piggy-Back) doses where you want the system to enforce using the IV solution with exactly the ordered amount or the smallest container that would supply exactly the ordered amount

·         Capturing only pictures (i.e., no barcode validation) of steps and products (such as you might do for a non-formulary medication prepared IV)

 

DoseEdge provides a way to separate out these alternate-method cases and indicate how they should be prepared. ·         A queue filter is created that organizes a group of doses to all be processed the same way. ·         A preparation mode is set up to describe how those doses get processed. Baxa Technical Support can set this up for you.

Each queue filter has a preparation mode, which dictates how the doses in that queue should be prepared. When a queue filter is selected at the workstation, the matching doses to be prepared in that mode appear. When you select a queue filter, the preparation mode is often displayed with a message explaining its requirements.

If a preparation mode is not specified for a queue filter, the default preparation mode will be used.

A preparation mode may require that:

·         A message appears informing that a different preparation mode must be used to prepare the doses in the filtered queue.

·         A certain procedure is used to prepare all doses in the filtered queue.

This can be used to override the default procedure associated with a dose. For example, the preparation mode procedure can override dose transfer steps in the preparation of a MINI-BAG Plus assembly.

·         A certain procedure is used to prepare all products needed for doses in the filtered queue.

This can be used to override the default procedure associated with a product. For example, for a product that usually requires vial reconstitution, the preparation mode procedure can override that procedure and instead require that a vial be reconstituted directly to a bag for doses in the filtered queue.

·         The product selected must be verified:

·         The product must contain only those drugs (in sufficient quantity) listed in the dose order. For example, only 50 mL IVPB is permitted to fill a 50 mL IVPB container.

·         For drugs, the selected product must match the drug amount listed in the dose order exactly.

This specification is best for preparing doses using MINI-BAG Plus (or similar) where the vial used must be an exact match.

·         For diluents and carriers, the selected product must match the diluent/carrier amount listed in the dose order exactly.

This is enforced only when there is an alternate, closer-match product available in the formulary. This specification is best for ensuring the correct carrier bag size is selected.

·         The product must contain only those drugs (in any quantity) listed in the dose order.

The dose calculations are not shown at the workstation.

·         The product is not verified against the dose order. Any active product defined in the formulary may be selected.

The dose calculations are not shown at the workstation.

You cannot select a different preparation mode at the workstation.

NOTES:

·         Baxa Technical Support must create a preparation mode for you to ensure that the data needed is captured during label processing.

·         If a Queue Filter does not specify a prep mode to be used, then the default (named “Default”) is used.

·         The default preparation mode should generally be the most restrictive.

·         Use the Queue Filter to exclude doses that should be made with the preparation mode.

WARNING! Prior to using DoseEdge, review the default preparation mode to ensure that the appropriate behavior will be enforced at the workstation. Using a custom preparation mode changes the DoseEdge System behavior during dose preparation (usually to be more restrictive on the selection of diluent/carrier bags). Use great care in creating and selecting a preparation mode for use.

 

1.     At the DoseEdge Management Site, click Prep Modes in the Workflow section.

DoseEdge Management Site

 

2.     A list of preparation modes appears.

3.     Select the preparation mode that you want to revise from the list.

Prep Modes page

 

4.     Enter information in the fields.

The fields shown in bold are required.

5.     When finished, click Save.

 

 

Field	Description
Preparation Mode Name	This field is the name of the preparation mode.
Description	This field is a description of the preparation mode.
Dose Procedure	Select a procedure to be used for all doses prepared in this mode. If you do not choose a dose procedure, the dose’s default procedure will be used.
Product Procedure	Select a procedure to be used for all products prepared in this mode. If you do not choose a product procedure, the product’s default procedure from the formulary will be used. NOTE: If you want to use a product in an alternate way, such as attaching to a vial directly to a bag, select a procedure other than the product’s default.
Warning Message	This message appears at the workstation when the queue filter using this preparation mode is selected.

 

 

Preparation mode fields, continued

 

Field	Description
Product Selection Verification	Select how the product will be verified when selected: ·         Verify Drugs and Quantity: The products are verified to contain only those drugs listed in the dose order, and to contain sufficient amount to prepare the dose. This option (default) is highly recommended. ·         Verify Drugs: The products are verified to contain only those drugs listed in the dose order, but will not make any restriction based on dose amount. The dose calculations are not shown at the workstation. ·         No Verification: The products are not verified against the dose order. Any active product defined in the formulary may be selected. Dose calculations are not shown at the workstation. This option is not recommended.
Drug products should provide the exact amount required	If Verify Drugs and Quantity is selected as the Product Selection Verification method (see above), the selected products must match the drug amount exactly as listed in the dose order. Use this option when preparing doses using MINI-BAG Plus (or similar) where a single, exact-match vial is required.

 

 

Preparation mode fields, continued

 

Field	Description
Diluent/carrier products should provide the exact amount required	If Verify Drugs and Quantity is selected as the Product Selection Verification method (see above), the selected products exactly match the diluent/carrier amount listed in the dose order. This option is recommended to ensure the correct carrier bag size is selected. If an active alternate exact match bag size cannot be located in the formulary, the closest bag size can be selected. In this case, an instruction is provided to extract the additional diluent from the bag. For example, if a 200 mL bag is ordered, but only 250 mL bags are available in the formulary, the 250 mL bag can be used.
Active	If checked, the prep mode can be selected for use in a queue filter definition.

 

 

 

WARNING! If you delete a preparation mode that is to be used for doses in the queue, the default preparation mode will be used instead.

 

 

1.     At the DoseEdge Management Site, click Prep Modes in the Workflow section.

 

DoseEdge Management Site

 

2.     A list of preparation modes appears.

3.     Select the prep mode that you want to remove, then click Delete.

NOTE: If you may want to use the preparation mode in the future, you can deactivate it instead of deleting it. Make sure that Active is not checked and click Save.

 

Prep Modes page

 

 

Configuring the Status Board

The status board shows to-the-minute information about doses and products. Just as a flight board at an airport shows the status of arriving and departing planes, the status board can be used to show doses as they move through the phases of queuing, preparation, approval and distribution. Use the status board to:

·         See doses at a glance that are waiting to be prepared or verified by a pharmacist

·         Identify quickly high-priority doses such as STAT and First Doses

·         Verify when a dose has arrived at a location

Example: The status board can display doses in the queue, being prepared, and awaiting verification. It can also show the tracking of doses as they depart the pharmacy, are received by the nursing unit and any returns. You can configure the status board to display the information that is most important to you.

 

 

 

Sample status board

 

1.     At the DoseEdge Management Site, click Status Board in the Site Configuration section.

 

 

 

DoseEdge Management Site

 

2.     To set up a new status board configuration, click New.

To revise an existing setup, select the configuration from the list.

3.     Enter information in the fields. The required fields are shown in yellow.

·         Name: The name of the status board.

·         Timer Delay (Seconds): The amount of time that will page before showing the next page of the status board.

·         Member Of Group: Select the group you want to be able to view the status board, or leave blank for it to be viewed by all.

4.     To change an existing page, click Edit next to the page name.

To add a page to the currently selected status board, click Add New.

 

 

 

 

Status board page

 

5.     Enter information in the fields. The required fields are shown in yellow. Use the table on the next page for information about the fields.

 

 

 

 

Status board Page

 

 

 

6.     Click Save for the new or revised page when done.

7.     Click Save for the new or revised status board settings when done.

 

 

 

 

Field	Description
Name	The name of the page.
Description	A description of the content or use of the page.
Type	Select Dose or Product in order to select the appropriate fields for the page.
Enabled	Check this to make the page visible in the automatic rotation of pages on the status board.
Dose Fields/Product Fields	Check which fields you want to appear on the page.
Query Filter:	Write a query to limit the data shown or call Baxa Technical Support for assistance.
ScanEvent Groups	If desired, assign ScanEvents to the page. a.     Select a ScanEvent from the Available ScanEvents and click the right arrow. Repeat until you have selected all the ScanEvents you want for the group. b.    To remove a ScanEvent from a group, select it in the Selected ScanEvents and click the left arrow. c.     Change the priority of the Selected ScanEvents by using the Move up and Move down buttons.
Additional Groups	You can add more groups of ScanEvents to the Available ScanEvents. Click Add New group, enter a Title, and write a query for the group or call Baxa Technical Support for assistance.

Setting Up a User Account

Each person who will use DoseEdge needs to have a user account that they access using a unique User ID and password.  

1.     At the DoseEdge Management Site, click Users in the User Management section.

 

DoseEdge Management Site

 

2.     View the list of users.

3.     To create a new user, click New. Enter information for the new user:

·         User Name

·         Full Name

·         Abbreviation (a shortened User Name used on reports and labels)

·         Email (optional) Click Send Test Email to make sure the address is correct.

·         Member of Group (select from the pull-down)

·         Active: Check to activate the user. An inactive user cannot log in.

·         Disabled: Check to prevent the user from logging in. Uncheck to enable the user to log in (for example, if the user was automatically disabled after too many login failures).

·         System Account (Never Expires): Check if the account should exist permanently (for example, for users who are the system administrator and label processor administrator). Click Save.

Users page

4.     You can change these fields:

·         New Password:

The new password:

·         Must be changed here if it has expired.

·         Cannot contain user name, parts of full name, or “password.”

·         Cannot be the same as any of the past five passwords.

·         May need to contain at least one uppercase letter, one number, and/or one special character (depending on the site configuration)

·         Confirm Password: Type the new password again. Click Change Password.

 

You cannot change the following fields: ·         Login Failures: The maximum number of attempts to log in that a user can make before the account is being disabled. The number of attempts is reset after a successful login. ·         Password Changed: The date and time when the password was last changed ·         Password Expiration Date: The date and time when the current password will expire ·         Password Expires in Days: The number of days before the current password will expire ·         Expired: Checked if the password has expired. The user will not be able to log in until the password is changed. To set the defaults for these fields, refer to Configuring a Site in this guide.

5.     Select the email notifications this user will receive.

Select the email notification from the Available Email Notifications and click the right arrow. Repeat until you have selected all the notifications you want the user to receive.

6.     To prevent a user from receiving an email, select the Selected Email Notifications and click the left arrow.

7.     To change user information, select the user from the list, make any changes, then click Save.

Users cannot be deleted. Instead, uncheck the Active box to remove a user from current use.

Email notifications selection box

 

Setting Up a Group

A group is a collection of users who all have the same permissions to perform certain tasks. Usually, groups are set up around job function. Example: A group of workstation users all have the permissions that allow them to perform their jobs, but not those that would change the configuration of the system. Those permissions might be assigned to a smaller group designated as the system administrators.

You can set up as many groups as you need. A group can contain any number of users. A user can belong to only one group.

1.     At the DoseEdge Management Site, click Groups in the User Management section.

 

DoseEdge Management Site

 

2.     View the list of groups.

3.     To create a new group, click New.

a.     Enter the Group Name and Description.

b.    Check Receive Email Notification when Formulary Updates Available if you want the users of this group to be notified when FormularyPlus updates are available.

c.     Assign permissions to the group. All users in the group will have the same permissions. Click on the permission to see its description.

Refer to Appendix A for a description of each permission.

·         Select a permission for the group from the Available Permissions and click the right arrow. Repeat until you have selected all the permissions you want for the group.

·         To remove a permission from a group, select it in the Selected Permissions and click the left arrow.

d.    When finished, click Save.

Groups page

 

 

 

4.     To change a group’s settings, select the group from the list, make any changes, then click Save.

5.     To delete a group, select the group from the list and click Delete. Confirm the deletion.

You cannot delete a group if it has users in it. Reassign the users, then delete the group.

 

Setting Up Email Notifications

You can set up email notifications so that email will be sent to selected users when a specific event occurs.

Type	Description	Amount of time specified
STAT	An email is sent when a STAT dose order stays in the queue for more than the specified amount of minutes.	The amount must be 1 - 1,440 minutes; the default is 60 minutes.
Patient	An email is sent when a patient-specific dose order is past the batch administration start time.	None
First	An email is sent when a First Dose order is more than a specified amount of minutes past its administration start time	The amount must be 1 - 1,440 minutes; the default is 15 minutes.
Wait	An email is sent when a Wait dose order is more than the specified amount of minutes past its administration start time.	The amount must be 1 - 1,440 minutes; the default is 15 minutes.
Workstation	An email is sent when any workstation has an overdue scheduled task.	None
LPDown	An email is sent every hour if the Label Processor has not reported its status regularly.	None
Ignored	An email is sent when a dose order is discovered in the queue with a status of Ignored.	None
ParseError	An email is sent when a dose order is discovered in the queue with parsing errors.	None
Unknown	An email is sent email when a dose is discovered in the queue that has a drug that is unknown.	None
ForgotPassword	An email is sent when a user is locked out due to too many failed log-in attempts.	None
FreeSpaceLow	An email is sent when the disk free space is less than a configurable percentage of total disk space.	The amount must be 1% - 75%; the default is 25%.
NotReceivingDoses	An email is sent when doses have not been added to the queue within a specified amount of time (5 - 86,400; the default is 3,600).	The amount must be 5 – 86,400 minutes; the default is 3,600 minutes.
DoseNeedsVerification	An email is sent when a dose is discovered in the queue with a status of either At-Checking or AtInlineChecking.	None
BackupDown	An email is sent when the system data has not been backed up in specified amount of hours.	The amount must be 2 – 72 hours; the default is 24 hours.

 

 

1.     At the DoseEdge Management Site, click Email Notifications in the User Management section.

 

DoseEdge Management Site

 

2.     Review the list of email notifications on the next page.

3.     Select the email notification type you want sent when a certain event occurs.

NOTE: Some types of notifications require additional information, such as limits, about the event that triggers an email to be sent.

4.     Check Enabled to use the selected email notification.

Click Enable System Notifications to send all notifications when triggered. Tip! System notifications show 1 in the System column in the  list of notifications.

Click Enable Not Receiving Doses to turn on the notification that the interface to the pharmacy is down. This notification turns itself off automatically to prevent too many emails being sent while the interface is being repaired.

Email notifications page

 

 

5.     Select users who will receive the email notification. Only users who were set up with an email address will appear on the Available Users list. All Selected Users will receive the same email.

·         Select a user to receive the email from the Available Users and click the right arrow. Repeat until you have selected all the users you want to receive the email.

·         Select a user to no longer receive the email from the Selected Users and click the left arrow.

6.     When finished, click Save.

7.     To delete an email notification, select the Type from the list and click Delete.

8.     To create a new email notification type, call Baxa Technical Support.

 

Email Notifications page

 

 

Installing the Prizm^® Viewer

To review dose and product preparation images, the Prizm Viewer application must be installed on the Pharmacist CheckStation.

1.     On the PC that will be used as a Pharmacist CheckStation, log in at the DoseEdge Customer Portal.

2.     Click Download Files.

3.     Download and extract Prizm Viewerv7.zip or PrizmViewerv8.cab.

4.     Follow the manufacturer’s instructions to complete the installation.

NOTE: If an older version is already installed, answer Yes when asked if you want to uninstall the old version.

5.     To register the Prizm Viewer, ask Baxa Technical Support for a serial number and registration code.

6.     Select Start > All Programs> Accusoft > Prizm Viewer > File Associations.

7.     Uncheck Check file associations at startup and notify if mismatched.

8.     Click OK.

 

Prizm Viewer file associations

 

Tip! If you don’t disable the file associations now, it can be done at any time the application is in use.

a.     Right-click an image.

b.    Select Preferences.

c.     Select File Associations.

d.    Uncheck Check file associations at startup and notify if mismatched.

e.     Click OK.

 

Other Changes

You may need to make other system configuration decisions based on your facility’s use of DoseEdge. For any of the following issues, contact your Baxa Sales Representative or Baxa Technical Support for assistance:

·         Changing to a new Pharmacy Information System (PIS)

·         Upgrading the version of an existing PIS

·         Adding workstations to new pharmacy locations or facilities

·         Adding new dose types, such as TPN or oral liquid doses

·         Changing the dose order interface (label parsing or HL7)

·         Adding new label formats or making changes to your existing labels from your PIS

·         Adding new reports or making changes to existing reports

·         Additional training

 

 

Configuration Checklist

Use the following checklist to make sure that you have customized DoseEdge completely for your site.

Tip! Remember to update your facility’s policies and procedures to reflect the site configuration. Use DoseEdge Policy & Procedures Templates (M00062 – M00067, M00170 – M00172) for assistance. 

Task	Do this:
Are your site location and contact information set up?	You can set up the information via the Customer Portal or use these instructions in this guide: Site Information.
Is the situation board installed and configured correctly?	Follow the installation instructions provided by the manufacturer of your situation board. Then, use these instructions in this guide: Situation Board Dose Order Summary Settings.
Is each workstation installed and configured correctly?	Use these installation instructions: ·         If you purchased a workstation with the DoseEdge software already installed on it: Installation Guide for DoseEdge Workstation (Preloaded) - M00041 ·         If you purchased a workstation without the DoseEdge software already installed on it: Installation Guide for DoseEdge Workstation (Unloaded) - M00040 Then, use these instructions in this guide: ·         Workstation Settings on the Site Config page ·         How do I configure a workstation?
Have you decided how you want doses sorted? Have you configured it correctly?	Review the dose sorting options with the pharmacist and staff. Then, use these instructions in this guide: Dose Sorting Settings.
Have you set up the system to back up and purge data according to your site’s policies?	Review your facility’s policies, then set up DoseEdge to reflect them. Then, use these instructions in this guide: Backup Purge Settings.
Have you established how you want the dose order queue to behave?	If not, review the options and gain consensus on the settings. Then, use these instructions in this guide: Dose Order Queue Settings.
Do you want to change from the defaults on specifics about how dose contents are measured?	If not, review the options and gain consensus on the settings. Then, use these instructions in this guide: Dose Preparation Settings.
Have you defined each location at your site?	You can set up the information via the Customer Portal or use these instructions in this guide: How do I configure a location?.
Since doses are processed in batches, have you defined your daily batches?	You can set up the information via the Customer Portal or use these instructions in this guide: How do I configure a batch?.
Have you set up each task that must be completed to maintain DoseEdge?	Make a list of the necessary tasks, then set them up using these instructions in this guide: How do I set up the task schedule?.
If you want to track ScanEvents, have you configured DoseEdge to reflect your needs?	Make a list of the events you want to track and gain consensus from all involved in tracking. Then, use these instructions in this guide: How do I set up a ScanEvent?.
Do you want to use different preparation modes?	Familiarize yourself with preparation modes and decide what modes you’d like to use by reviewing the information found here in this document: What is a preparation mode? Then, set up your preparation modes by following these instructions in this guide: How do I change or delete a preparation mode?.
If you want to use queue filters, have you set them up to reflect your needs?	Make a list of the ways you want to filter the dose queue. Ask Baxa Technical Support to write the query for you or write the queries yourself using these instructions in this guide: How do I add or change a filter for the queue?.
Have you set up the groups to which your users will belong?	If not, use these instructions in this guide: How do I set up a group?.
Have you set up each user who will use DoseEdge?	If not, use these instructions in this guide: How do I set up a user account?.
Have you identified who will enable a user account if it becomes disabled?	Baxa Technical Support cannot enable a user or change a password for you. If a user account is disabled, use these instructions in this guide to enable it: How do I set up a user account?.
Do you want an email to be sent out when certain events occur? Are the recipients’ email addresses set up in DoseEdge? Have the recipients been informed they will be receiving email?	Review your facility’s policies on notifications, then set up DoseEdge to reflect them. Use these instructions in this guide to set up the email addresses: How do I set up email notifications? Notify each recipient that they will be receiving email about DoseEdge events.
Have you reviewed the formulary and customized it to meet the needs of your site?	Use the DoseEdge FormularyPlus™ User Guide (M00055) to make any changes you need.
Have you installed the Prizm Viewer on any PC where doses will be checked?	If not, use these instructions in this guide: Installing the Prizm Viewer

 

Appendix A: Permissions

Each user is given permissions to perform certain tasks. These permissions are specified in groups so that all users belonging to the group have the same set of permissions.

Task	Permission Name	Description
Prepare products at workstation	PrepareProducts	The user can prepare products (without preparing doses) at the workstation.
Prepare standard doses.	PrepareDoses	The user can prepare standard doses (non-hazmat, non-high risk A designation given to intravenous drugs for which errors in selection, dose calculation or appropriate delivery can result in severe illness or death. Drugs are generally designated as high risk if they are 1) hazardous materials, 2) associated with a high frequency of adverse drug events, or 3) have extremely narrow therapeutic indices (that is, the difference between a therapeutic and a toxic dose is very small).) doses at the workstation.
Prepare high-risk doses	PrepareHighRisk	The user can prepare doses that contain a high-risk drug at the workstation.
Prepare TPN doses	PrepareTPNs	The user can prepare TPN doses at the workstation.
Prepare doses containing hazardous material	PrepareHazmat	The user can prepare doses that contain a hazmat drug at the workstation.
Print a dose label at workstation	PrintDoses	The user can print doses to prepare them manually (outside the system).
Reprint a dose label or a product label at the workstation	ReprintLabels	The user can reprint labels for doses or products.
Re-assign dose workstation	OverrideDoses	The user can access the Override queue list to select doses that are in-process at other workstations or locations.
Place or remove doses from being on hold	HoldDoses	The user can change the dose status to or from on-hold.
Assign a new administration date/time to a dose	AssignAdminDate	The user can update the administration date and time for a Dose Order.
Distribute doses from Pharmacy	DistributeDoses	The user can sort / distribute doses at the workstation.
Discontinue doses at workstation	DiscontinueDoses	The user can discontinue (cancel) doses at the workstation.
Perform service tasks for the workstation	PerformService	The user can complete scheduled service tasks on the workstation.
Run Reports	RunReports	The user can preview and print reports from the workstation.
Set up or change workstation settings.	ConfigureWorkstation	The user can access the workstation configuration settings via the Settings button, including hardware configuration, server address, etc.
Start/stop the Label Processor.	OperateLP	The user can operate the Label Processor, including starting or stopping channels.
Configure the Label Processor.	ManageLP	The user can make changes to the Label Processor settings and configuration.
Assemble kits	AssembleKits	The user can assemble kits at the workstation.
Track ScanEvents	TrackEvents	The user can track ScanEvents.

 

Task	Short Name	Description
Check IV doses	VerifyDoses	The user can access the Dose Verification pages to check doses.
Search for dose orders	QueryDoseStatus	The user can use the DoseEdge Management Site to search for doses.
View the situation board	ViewDashboard	The user can access the situation board.
Add or change the formulary	ManageFormulary	The user can make modifications to the formulary (drugs, products, procedures, drug categories or actions, etc.)
Change options that affect how DoseEdge manages the pharmacy workflow	ManageWorkflow	The user can change prep modes, queue filters, actions and procedures.
Add or change users and groups	ManageSecurity	The user can manage system security such as adding new users or groups.
Set up or change the configuration of the site, locations and workstations.	ManageConfiguration	The user can set up or change the configuration of sites, locations and workstations.
View management reports	ManagementReports	The user can access management reports on the Central Server.
Set up or change the label designs and label profiles	ManageLabels	The user can manage the label design and label profiles.
Set dose to be requeued as needed	RequeueDoses	The user can requeue lost or destroyed/damaged doses.
View details about dose preparation	QueryDoseHistory	The user can view dose preparation details on the DoseEdge Management Site.
Search for product preparation details	QueryProductHistory	The user can query and view product preparation details on the DoseEdge Management Site.
Order a stock dose	OrderStockDoses	The user can place a stock dose order.
Track ScanEvents	TrackEvents	The user can track ScanEvents.