Technical Validation

The third queue of digital workflow is Technical Validation. The Technical Validation queue allows a digital check of each part of the prescription for technical accuracy and can only be completed by a pharmacist-type role or a Pharmacy Technician.

If you have the Technical Validation and Clinical Review queues selected in the Workflow tile, these steps are completed together at the same time. Once Sign Rx is selected, the prescription is completed.

Watch an overview of how to complete these two Workflow steps together below.

The Technical Validation queue allows a digital check of each part of the prescription for technical accuracy and can only be completed by a pharmacist-type role or a Pharmacy Technician.

Technical Validation can occur:

  • After Clinical Review and Packaging (e.g., Data Entry > Clinical Review > Packaging > Technical Validation).

  • After Packaging and before Clinical Review (e.g., Data Entry > Packaging > Technical Validation > Clinical Review).

  • With Clinical Review, as long as Clinical Review is the queue after Technical Validation and you have both queues selected in the Workflow tile (e.g., Data Entry > Packaging > Technical Validation > Clinical Review).

    Watch an overview of how to complete these two Workflow steps together below.

Select the appropriate tab to learn about completing Technical Validation in your province.

To complete Technical Validation:

  1. From the Workbench, select the Technical Validation queue. Prescriptions that are currently in the Technical Validation queue display in the prescription grid.

  2. Select the prescription(s) that require technical validation.

  3. Select Process. The prescription opens in the Technical Validation window.

    If you have the Packaging and Technical Validation queues selected on your workstation, the Technical Validation window will open automatically once the prescription has been packaged.

    If you have the Technical Validation queue and the previous queue selected on your workstation, the Technical Validation window opens automatically once the previous step is completed.

  4. Review the information in the following sections by comparing the information selected to the attached prescription:

    • Patient - the patient's PharmaNet Profile can be accessed by selecting the PharmaNet link

    • Prescriber

    • Drug

    • Prescription

    • Pricing

  5. Select the e-verification checkbox next to each section to confirm the information is accurate. Select the Allergy Check, Pharmanet Check, and D.T Issues checkboxes if the checks are completed at Technical Validation. If a pharmacy technician is completing Technical Validation, the D.T Issues and Pharmanet Check checkboxes cannot be selected at this point.

    If the prescription is parked after selecting the Allergy Check, Pharmanet Check, and D.T Issues checkboxes, they must be selected again when the prescription is processed.

    The e-verification checkboxes do not display if the E-Verification Checkboxes dropdown in Workflow Preferences is set to OFF.

  6. Optional - If performing Clinical Review at the same time as Technical Validation, review the clinical information by selecting the expanding arrow .

    Proceed to step 5 - 9 of Clinical Review.

    If not performing Clinical Review at the same time as Technical Validation, continue to step 7.

  7. Select Validate Rx. The prescription moves to the Clinical Review queue.

    If you have the Technical Validation and Clinical Review queues selected in the Workflow tile, these steps are completed together at the same time. The Validate Rx button changes to Sign Rx to complete the prescription.

    Select Validate Rx. The prescription moves to the next queue, based on your Workflow Tab.

    If you are completing the Technical Validation and Clinical Review queues at the same time, the Validate Rx button changes to Sign Rx to complete the prescription or move onto the next queue.

Next Steps?

Clinical Review Not Completed

Once the prescription has passed Technical Validation, it moves into the Clinical Review queue. Click here for steps about clinical review.

Clinical Review Completed

If you are completing Technical Validation and Clinical Review at the same time, once Sign Rx has been completed:

  1. The prescription is completed.

  2. The medication record and receipt print.

  3. The prescription will appear 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 Technical Validation, 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.

Clinical Review is Completed (Before or With Technical Validation)

The prescription is completed and the hardcopy (half labels), or the medication record and receipt (Thermal labels) print.

The prescription will appear 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 display in the Dialogue tile depending on:

  • Your Workflow Preferences for E-Dialogue.

  • The Dialogue Required checkbox in Technical Validation or Clinical Review.

To complete Technical Validation:

  1. From the Workbench, select the Technical Validation queue. Prescriptions that are currently in the Technical Validation queue display in the prescription grid.

  2. Select the prescription(s) that require technical validation.

  3. Select Process. The prescription opens in the Technical Validation window.

    If you have the Packaging and Technical Validation queues selected on your workstation, the Technical Validation window will open automatically once the prescription has been packaged.

    If you have the Technical Validation queue and the previous queue selected on your workstation, the Technical Validation window opens automatically once the previous step is completed.

  4. Review the information in the following sections by comparing the information selected to the attached prescription:

    • Patient

    • Prescriber

    • Drug

    • Prescription

    • Pricing

  5. Select the e-verification checkbox next to each section to confirm the information is accurate.

    The e-verification checkboxes do not display if the E-Verification Checkboxes dropdown in Workflow Preferences is set to OFF.

  6. Select or clear the Dialogue Required checkbox if dialogue with the patient is required or not.

  7. Optional - If performing Clinical Review at the same time as Technical Validation, review the clinical information by selecting the expanding arrow .

    Proceed to step 5 - 9 of Clinical Review.

    If not performing Clinical Review at the same time as Technical Validation, continue to step 8.

  8. Select Validate Rx. The prescription moves to the Clinical Review queue.

    If you have the Technical Validation and Clinical Review queues selected in the Workflow tile, these steps are completed together at the same time. The Validate Rx button changes to Sign Rx to complete the prescription.

    Select Validate Rx. The prescription moves to the next queue, based on your Workflow Tab.

    If you are completing the Technical Validation and Clinical Review queues at the same time, the Validate Rx button changes to Sign Rx to complete the prescription or move onto the next queue.

Next Steps?

Clinical Review Not Completed

Once the prescription has passed Technical Validation, it moves into the Clinical Review queue. Click here for steps about clinical review.

Clinical Review Completed

If you are completing Technical Validation and Clinical Review at the same time, once Sign Rx has been completed:

  1. The prescription is completed.

  2. The medication record and receipt print.

  3. The prescription will appear 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 Technical Validation, 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.

Clinical Review is Completed (Before or With Technical Validation)

The prescription is completed and the hardcopy (half labels), or the medication record and receipt (Thermal labels) print.

The prescription will appear 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 display in the Dialogue tile depending on:

  • Your Workflow Preferences for E-Dialogue.

  • The Dialogue Required checkbox in Technical Validation or Clinical Review.