Working through Pre Verifications?

Overview

This guide explains the process of pre-verifying prescriptions before they move forward in the workflow. Pre-verifications ensure all drug interactions and utilization checks are completed, and any additional notes or documents are properly attached.

---

Accessing Prescriptions for Pre Verification

1. Click the FileMaker Pro icon to open FileMaker.
2. In the next window, select SiCompounding from the left menu bar.
3. From the middle icons, click Pharmacy to open the Dashboard.
4. Click Prescriptions from the blue sidebar menu.
5. Under the Intake Process group, select the Verification filter button.

The filtered list displays prescriptions that require pre-verification.

---

Performing Pre Verification

1. Click the prescription you need to pre-verify.

   • The Drug Interactions / Drug Utilization Report (DUR Check) will open.
   • Review this report carefully to ensure all interactions and utilization checks are addressed.
   • Click Acknowledge and Continue once verified.

2. The Pre Verification Checklist displays with the following options:

   • DUR Check – revisit if new information arises.
   • View Intake – check for updates or changes in drug interactions.
   • Verify All List Items – quickly move through routine prescriptions.

3. For complex prescriptions:

   • Process each checklist item individually with Pass | Fail | N/A.
   • Add additional notes as needed in the Notes or Delivery Request fields.

---

Adding Documents and Annotations

1. Click + Document to add a new document for the patient.

   • In the Add Document window:
     • Drag and drop the file.
     • Enter a Document or Photo Description.
     • Click Save when finished.
   • Click Open Document to view it in an expanded format.

2. Click + Rx Annotation to add a communication note.

   • Select a Type: Email, Note, Phone Call, or SMS.
   • Enter the note and add any supporting documents or images.
   • Click Save to finalize the annotation.

---

Completing the Pre Verification

1. Available bottom buttons:
   • Cancel Prescription – cancel if necessary.
   • Save and Complete Later – save progress and continue later.
   • Verify Prescription – finalize the pre-verification process and move the prescription to the next stage.

---

This completes the step-by-step guide on:
Working through Pre Verifications