Completing Dialogue Outside the Dialogue Tile

Dialogue can be completed from outside the Dialogue tile regardless of the E-Dialogue setting in Workflow Preferences and the Dialogue Required setting for the prescription. The Dialogue window is accessible from several different locations in Propel Rx, making it easy to document Dialogue while you're performing other tasks.

Dialogue can be completed from outside the Dialogue tile regardless of the Dialogue Required setting for the prescription. The Dialogue window is accessible from several different locations in Propel Rx, making it easy to document Dialogue while you're performing other tasks.

Select the applicable tab to learn about completing Dialogue outside the Dialogue tile in your province.

For more information, use the dropdowns below.

To complete Dialogue from the Workbench or Pick Up/Delivery tile:

  1. Highlight the prescription from the Workbench or Pick Up/Delivery tile.

    Dialogue cannot be completed if the prescription is still in Data Entry.

  2. Select Rx > Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  3. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  4. Select Complete. The E-Signature window opens upon selecting Complete. Sign the prescription depending on if there is a 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 will display on the hardcopy.

    Sign the prescription with one of the following options:

    • Use SigPad - use the signature pad attached to the computer to sign the prescription.

    • Use Mouse - use the mouse to sign the prescription.

  5. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up

To complete Dialogue from the Patient Profile:

  1. Open the Patient Folder.

  2. Select the Profile tab.

  3. Select the prescription that you want to complete Dialogue for.

  4. Select Rx > Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  5. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  6. Select Complete. The E-Signature window opens upon selecting Complete. Sign the prescription depending on if there is a 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 will display on the hardcopy.

    Sign the prescription with one of the following options:

    • Use SigPad - use the signature pad attached to the computer to sign the prescription.

    • Use Mouse - use the mouse to sign the prescription.

  7. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up

To complete Dialogue from the Patient Clinical History:

  1. Open the Patient Folder.

  2. Select the Clinical tab.

  3. Select Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  4. In the Rx # field, enter the prescription number that you want to complete Dialogue for. Once done, press TAB on the keyboard and the prescription information auto-populates in the window.

  5. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  6. Select Complete. The E-Signature window opens upon selecting Complete. Sign the prescription depending on if there is a 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 will display on the hardcopy.

    Sign the prescription with one of the following options:

    • Use SigPad - use the signature pad attached to the computer to sign the prescription.

    • Use Mouse - use the mouse to sign the prescription.

  7. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up

To complete Dialogue from Rx Detail:

  1. Select the prescription from one of the following locations:

    • Patient Profile

    • Workbench

    • Audit History

  2. Select Detail. Rx Detail opens.

  3. Select Rx > Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  4. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  5. Select Complete. The E-Signature window opens upon selecting Complete. Sign the prescription depending on if there is a 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 will display on the hardcopy.

    Sign the prescription with one of the following options:

    • Use SigPad - use the signature pad attached to the computer to sign the prescription.

    • Use Mouse - use the mouse to sign the prescription.

  6. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up

To complete Dialogue during Workflow:

  1. Process the prescription from the Workbench or Patient Profile. The prescription opens in one of the following windows:

    • Packaging

    • Technical Validation

    • Clinical Review

    Dialogue cannot be completed if the prescription is still in Data Entry.

  2. Select Rx > Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  3. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  4. Select Complete. The E-Signature window opens upon selecting Complete. Sign the prescription depending on if there is a 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 will display on the hardcopy.

    Sign the prescription with one of the following options:

    • Use SigPad - use the signature pad attached to the computer to sign the prescription.

    • Use Mouse - use the mouse to sign the prescription.

  5. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up

For more information, use the dropdowns below.

To complete Dialogue from the Workbench or Pick Up/Delivery tile:

  1. Highlight the prescription from the Workbench or Pick Up/Delivery tile.

    Dialogue cannot be completed if the prescription is still in Data Entry.

  2. Select Rx > Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  3. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  4. Select Complete.

  5. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up

Watch an overview of how to document Dialogue from the Patient Profile below:

To complete Dialogue from the Patient Profile:

  1. Open the Patient Folder.

  2. Select the Profile tab.

  3. Select the prescription that you want to complete Dialogue for.

  4. Select Rx > Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  5. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  6. Select Complete.

  7. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up

To complete Dialogue from the Patient Clinical History:

  1. Open the Patient Folder.

  2. Select the Clinical tab.

  3. Select Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  4. In the Rx # field, enter the prescription number that you want to complete Dialogue for. Once done, press TAB on the keyboard and the prescription information auto-populates in the window.

  5. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  6. Select Complete.

  7. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up

To complete Dialogue from Rx Detail:

  1. Select the prescription from one of the following locations:

    • Patient Profile

    • Workbench

    • Audit History

  2. Select Detail. Rx Detail opens.

  3. Select Rx > Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  4. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  5. Select Complete.

  6. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up

To complete Dialogue during Workflow:

  1. Process the prescription from the Workbench or Patient Profile. The prescription opens in one of the following windows:

    • Packaging

    • Technical Validation

    • Clinical Review

    Dialogue cannot be completed if the prescription is still in Data Entry.

  2. Select Rx > Dialogue. The Dialogue window opens.

    For detailed information about the Dialogue window, see Dialogue Window Overview.

  3. Enter or select information in the following sections:

    • Consultation

    • Notes

    • Patient Follow-up

    Use the Guidelines button for information on what must be discussed during counselling for new and refill prescriptions. This window can be kept open while you enter information in the Dialogue window.

    When entering information in the Notes field, select the expander icon Expander icon to open the Pharmacist Comments window. Selecting one of these comments auto-inserts common information discussed during patient counseling.

    Pharmacist Comments

    Use the Interactions button to review and/or print the interactions that appeared in Rx Detail when processing the prescription. To quickly invoke the button, select Alt + I on your keyboard.

  4. Select Complete.

  5. The Dialogue window closes and the prescription is removed from the Dialogue tile. The following updates are made:

    • The Dialogue row on the e-File copy and Workflow Details are updated.

    • The dialogue record is added to the patient's Clinical tab. For more information, see Clinical Tab Dialogue.

    • If a follow-up was scheduled, the follow-up is scheduled in the Activities tile for the day specified.

      Dialogue Follow-up