Completing Aggregate Technical Validation and/or Clinical Review

Once Technical Validation and Clinical Review are completed, the medication records and Official Receipts will print automatically. If you're performing an Aggregate check, this could translate to many labels being printed after sign off. If you don't want the labels to print automatically after sign off, set Labels to 0. For more information, see Setting Prescription Labels to Not Print After Aggregate Checking.

To complete Technical Validation and/or Clinical Review from the Aggregate window:

  1. Select one or more prescriptions from the Technical Validation and/or Clinical Review queues on the Workbench.

  2. Select Process. If there are other prescriptions for the same patient, Group, or packager that were not selected , a Workflow prompt appears with the options to process these additional prescriptions.

  3. Select the appropriate option from the Workflow prompt, if applicable. Depending on the Aggregate settings in Workflow Preferences, the prescriptions load into Technical Validation and/or Clinical Review accordingly:

    • If Aggregate is turned ON for Retail, only retail prescriptions load into the Aggregate window. All other prescriptions load into the non-Aggregate Technical Validation and/or Clinical Review window. For more information on performing a non-Aggregate check, see Technical Validation and Clinical Review.

    • If Aggregate is turned ON for Compliance, only Compliance Pack prescriptions load into the Aggregate window. All other prescriptions load into the non-Aggregate Technical Validation and/or Clinical Review window.

    • If Aggregate is turned ON for Retail and Compliance, retail and Compliance Pack prescriptions load into the Aggregate window.

  1. Select one or more Compliance prescriptions from the Technical Validation and/or Clinical Review queues on the Workbench.

  2. Select Process. If there are other prescriptions for the same patient, Group, or packager that were not selected , a Workflow prompt appears with the options to process these additional prescriptions.

  3. Select the appropriate option from the Workflow prompt, if applicable. The prescriptions load into the Aggregate window.

  1. Review the information in each prescription row.

  2. British Columbia only: Select the Allergy Check, Pharmanet Check, and D.T Issues checkboxes if the checks were completed. If a Pharmacy Technician is completing Technical Validation, the Pharmanet Check and D.T Issues checkboxes cannot be selected at this point.

  3. If performing Clinical Review, independently or in combination with Technical Validation, select the expanding arrow to view clinical information in the following tabs:

    • Clinical Info - displays medical allergies, conditions, and interactions that were displayed at the time of fill.

      A warning indicator on the Clinical Info tab indicates that a moderate, severe, or contraindicated interaction exists for one or more of the loaded prescriptions. You must open the tab and review the information. If this is not done, you will be returned to the Aggregate window upon selecting Sign Rx, and the Clinical Info tab will be forced open.

    • Patient Profile - displays the prescriptions on the patient's Profile tab. In British Columbia, the patient's PharmaNet Profile can be viewed by selecting the PharmaNet link.

    • Notes - displays notes marked as Print in the prescription, Prescriber, Drug, and Patient Notes tabs.

    The Audit History tab is not available in the Aggregate window as Audit History is specific to one prescription. To view the Audit History for a loaded prescription, highlight the prescription and then select Rx > Audit History.

  4. Select the Alerts button to review any Alerts if applicable.

  5. Once a prescription has been checked, select the Verify button. The prescription drops to the bottom of the list, and the Verify button is renamed to Verified and changes to green.

    If you'd rather Verify all prescriptions for a patient at once, select the Verify all button.

    If the Verify Aggregate Image preference is ON, you will notice a red border around the Attachments button for New, ReAuth, and Hold prescriptions in the Aggregate window. Attachments for these prescriptions must be viewed before the prescription can be verified.

    1. Select an Attachments button with a red border . The Prescription Image window opens.

    2. Review the image in the Prescription Image window.

      If there is no prescription image, a message indicates this and the prescription cannot be verified. Cancel out of the window and add an attachment by highlighting the prescription and selecting Rx > Attachments. You can then proceed to verify the prescription image.

    3. Select Verify to confirm the prescription. The Prescription Image window closes, and the red border around the Attachments button will disappear. The Verify button for the prescription will change to Verified.

    4. Repeat steps a - c for the remaining prescriptions that require viewing their attachments.

    5. Verify the remaining prescriptions (refills) as usual.

      The Verify all button is disabled until you have viewed all required prescription attachments.

    For New, ReAuth, and Hold prescriptions, you will notice a red border around the Attachments button in the Aggregate window. Attachments for these prescriptions must be viewed before the prescription can be verified.

    1. Select an Attachments button with a red border . The Prescription Image window opens.

    2. Review the image in the Prescription Image window.

      If there is no prescription image, a message indicates this and the prescription cannot be verified. Cancel out of the window and add an attachment by highlighting the prescription and selecting Rx > Attachments. You can then proceed to verify the prescription image.

    3. Select Verify to confirm the prescription. The Prescription Image window closes, and the red border around the Attachments button will disappear. The Verify button for the prescription will change to Verified.

    4. Repeat steps a - c for the remaining prescriptions that require viewing their attachments.

    5. Verify the remaining prescriptions (refills) as usual.

      The Verify all button is disabled until you have viewed all required prescription attachments.

  6. Once all prescriptions for the patient have been Verified, select the toggle buttons at the bottom to navigate to the next patient. If you've already partially Verified prescriptions for a patient, you must Verify the remaining prescriptions before navigating to the next patient or selecting Validate/Sign Rx; otherwise, you will receive the following prompt.

    If multiple patients were loaded in the Aggregate window, you can Verify a patient's prescriptions while other patients are loaded in the background.

  7. Do one of the following:

    • If performing Technical Validation only, select Validate. Technical Validation is completed for the Verified prescriptions and they will vacate the Aggregate window. Any prescriptions which have not been Verified remain in the Aggregate window for you to check.

    • If performing Clinical Review, independently or in combination with Technical Validation, select Sign Rx to open the Signature window. Sign for the prescription depending on if there is an E-Signature saved to the pharmacist's profile in the Security window or not.

      Enter your username and password or scan your fingerprint using the fingerprint scanner. The E-Signature saved to your pharmacist profile displays on the e-File copy. Your initials display in Workflow Details.

      If the signing Pharmacist is different from the logged in Pharmacist user, the signing Pharmacist's E-Signature and their initials are documented on the e-File copy and Workflow Details.

      E-Signatures cannot be set up in Alberta or Manitoba.

      Sign the prescription using a signature pad or mouse. Propel Rx auto-detects the method used and displays it to the right of the signature box.

      If you are using a signature pad brand for which auto-detection with Propel Rx is not supported, the bottom portion of the Signature window will have two radio buttons for you to choose whether a signature pad or mouse is being used. Once a manual signature is entered, the radio button selection will be saved for the next prescription, regardless of which instance or workstation it's signed off on.

      If the signing Pharmacist is different from the logged in Pharmacist user, the logged in Pharmacist's initials are associated with the manual signature on the e-File copy and Workflow Details.

      Clinical Review is completed for the Verified prescriptions and they will vacate the Aggregate window. Any prescriptions which have not been Verified remain in the Aggregate window for you to check.

Next Steps?

Once the prescription has passed Clinical Review, the prescription is completed and appears in the Pick Up/Delivery tile. The next steps are:

  • Completing Dialogue, if required and if it has not already been completed.

  • Scanning the prescription at the till when the customer comes to pick up the prescription.

Once the prescription has passed Clinical Review, it moves onto the next queue as outlined in your Workflow Tab. Click on the links below depending on what the next queue is for your pharmacy.

If all Workflow steps have been completed, the prescription appears in the Pick Up/Delivery tile if:

  • Your pharmacy has POS Integration activated.

  • Your pharmacy does not have POS Integration activated but the prescription is a diem health prescription, allowing you to send notifications to your patient that the prescription is ready. For more information, see Rx Ready diem health Notifications.

The prescription may appear in the Dialogue tile depending on:

  • Your Workflow Preferences for E-Dialogue.

  • The Dialogue Required checkbox for the prescription.