Setting Up Patients for Compliance Packaging

When setting up a patient for compliance packaging, certain information needs to be updated in the Patient Folder.

Use the dropdowns below for more information on the updates required in each tab.

When the patient takes over-the-counter (OTC) medications that need to be placed in their compliance pack, the OK bill code must be added to their Third Parties. The OK bill code is used to remove the dispensing fee for OTC medications that are not covered by any Third Party plans.

The OK bill code changes the pricing to be competitive to purchasing the same medication over the counter. Patient supplied OTC's should not be accepted for repackaging in compliance packs.

To add the OK bill code:

  1. Search for and select the patient.

  2. Select the Third Party tab.

  3. Select Add. The Third Party Plan Search window appears.

  4. Enter the OK bill code in the Bill Code field.

  5. Select Search. Matching results display in the bottom portion of the window.

  6. Highlight the appropriate Third Party.

  7. Select OK. The Third Party Plan Search window closes and the Third Party is added to the Third Party tab.

  8. Select Save.

Certain preferences must be selected when setting up a patient for compliance packaging.

To set up preferences:

  1. In the Programs tab, dropdown the Compliance Pack field and select Yes.

  2. In the Frequency of Dispense section:

    • Dropdown the Consent form on file field and select Yes or No.

    • Enter an expiry date in the Expiry field.

      The expiry date should be set to 1 year from when the form was completed.

  3. Select Save.

The Frequency of Dispense or Frequency of Dispensing and Central Fill Authorization Form should be added to the Attachments tab. Once added, the form can also be accessed from the Programs tab by selecting in the Frequency of Dispense section.

To add the form:

  1. In the Attachments tab:

    • Select Single Scan or Duplex Scan if the form needs to be scanned.

    • Select Add if the form is saved on your computer. Search for and select the document in the file explorer window that appears.

  2. From the Attachment Description dropdown, select Frequency of Dispense or Frequency of Dispensing and Central Fill Authorization Form.

  3. Select Save.

Once an appropriate pickup or delivery date, packing week, and payment schedule for the patient has been determined, the information must be entered as a note.

To add a note:

  1. Select Add.

  2. Enter the following information:

    • Patient's pickup or delivery day of the week

    • Number of compliance packs that the patient receives at a time

    • Method of payment and payment schedule

    • Packing week within a 4-week cycle

    • Any other relevant information

  3. Select Save.