Creating a New Group

The Main tab contains demographic and basic information about the group.

1. Enter the following information:

   • Name - name of the group.

     It is best practice to include the billing day in the Group Name

   • Short - short name of the group. Maximum 5 characters.

   • Type - the type of group.

   • Address information

   Primary Contact - the main contact for the group.

   Schedule - administration times for the group.

   Standing Order - standardized prescriptions or medical directives determined by the facility and can be an array of prescription or non-prescription items.

   Attachments - scanned or attached documents.

   Notes - notes related to the group.

2. Select Save. The information bar at the top will update with information.

Each group can have unique preferences.

To set preferences:

1. In the Groups Folder, select the Preferences tab.

2. In the General section, select None from the Default Billing Code dropdown.

   

3. In the Label section, set the Label Copies to zero to not print label copies or a desired number.

   

4. In the Batch section, select the Skip Evaluation checkbox.

   

5. Select Save.

The TP Threshold button provides the ability to set group-specific waive and threshold amounts that override the pharmacy-level Third Party Preferences.

The Packager button provides the ability to set a packager and card type, if applicable, at a group level.