Transferring Out Prescriptions

In order to transfer a prescription to another location, it is required that specific information related to that prescription and its dispense history is sent.

To transfer out a prescription:

  1. From the Workbench, select Rx > Transfer.

    The Select Prescription window opens.
  2. In the Patient field, enter the patient’s name.
  3. Select OK. The Patient Search window opens.
  4. Select the correct patient from the search results. The patient's Profile tab opens.
  5. Select the prescription(s) that need to be transferred.
  6. Select OK. The Audit History window opens.
  7. Select OK. The Transfer Out window opens.
  8. Search for and select the Pharmacy Name of the pharmacy that the prescription is being transferred to.
    • Use the Filter feature to help search for a pharmacy:

      The Transfer Out window can be filtered by

      • Pharmacy Name
      • Adress
      • City
      • Phone #
      • Fax #
    • If the Pharmacy Name does not appear, select the Include Inactive checkbox to see if the pharmacy is set as inactive.
    • If the Pharmacy Name does not exist, a pharmacy record needs to be created. For more information, see Creating a New Pharmacy.
  9. In the Receiving Pharmacist and License # field, enter the receiving pharmacist name and their license number, respectively.
  10. From the Reason for Transfer dropdown, select a reason for the transfer.

    Note: Transfer details can be removed by selecting Remove Transfer Details.

  11. Add any additional comments in the Comments field.
  12. Select OK. The prescription is transferred to the receiving pharmacy.