Maximize your investment

1. Maximize your investment Evelyn Beach, RPh Date: January 21-23, 2014

2. DocuTrack in your Pharmacy “DocuTrack was so valuable that I purchased it a second time when I opened a new Pharmacy after the first one was sold.” • DocuTrack is an investment for your Pharmacy • Don’t limit your investment • Discover and learn DocuTrack • Design your DocuTrack • Take full advantage of the features • Integrate Quote from Client

3. The impact of DocuTrack in your Pharmacy “It’s a game changer.” • We have heard this before… • Best system for • Organization • Documentation • Customer Service • Audits • Growing the Pharmacy business • Staff accountability • Adding efficiencies to the Pharmacy Quote from Client

4. Discover and Learn DocuTrack “The headache phone calls from customers are reduced dramatically.” • Learn how your Pharmacy System interacts with DocuTrack • What information is exchanged • Empower your staff • Train the trainer - train the staff • Don’t limit DocuTrack to only daily workflow • Learn the options in DocuTrack • Take advantage of the features offered by DocuTrack • Stay up to date with new features Quote from Client

5. Design your DocuTrack “Organization is the key issue with DocuTrack. I have everything at my fingertips.” • Planning and implementation • Planning is mission critical • Blueprint of the Pharmacy’s documents • Routing documents with the Document Import Rules • Review your processes • Start with a plan closest to your current workflow • Arrange for Delivery Manifest to print with barcode • Plan for refill process with barcode Quote from Client

6. Design your DocuTrack “The viewer was the best addition to DocuTrack, I know where the work is at.” • Planning and implementation • DocuTrack Assistant • Configurable to minimize clicks in DocuTrack • Real Time Status Viewer • Configurable to display where the work is located • Identify bottleneck areas • Do you want to print reports to DocuTrack? • Zan printers Quote from Client

7. Design your DocuTrack • Planning and implementation • Building workflows that meet your needs in the Pharmacy • Add cabinets and search folders • Stay vigilant of the too many folders syndrome • Warning: The Black Hole • Create a Zero Association folder

8. Design your DocuTrack • Planning and implementation • The drop down pane • This is how the documents are moved within the workflow of your Pharmacy • Add departments • Add document types • Define status • Define priority • Define custom fields • Drop down fields • Text fields

9. Design your DocuTrack “Now I know when we received the fax, no more guessing if the date and time is correct.” • Planning and implementation • Sorting documents to view in the document list pane • Setup the sort options • Document sources Quote from Client

10. Design your DocuTrack “I love everything about DocuTrack – We could never go back to the old ways of handling paper.” • Planning and implementation • Take advantage of the Documents Import Rules • Routing documents efficiently through the Document Import Rules • Make the most of the rules to make your workflow efficient • Use of setting to set priority or bypass triage • Time based document routing • Setup alerts to assist your team with the workflow • “A world of too many alerts” • Groups and users Quote from Client

11. Design your DocuTrack “My Pharmacists love to use forms. No more printing. Saves me lot of paper.” • Planning and implementation • Forms • Design your forms – it is the image of the Pharmacy • Name the forms so they easy to identify • Use of barcode • Use barcode in document import rules • Population of the forms • Know which fields you can populate from your Pharmacy System Quote from Client

12. Design your DocuTrack “I really, really, really wish we had purchased this program YEARS ago.” • Once you have designed your DocuTrack; keep it up to date • Update your workflow to meet your current operations needs • Keep the workflow clean • Update your sources • New: update from the document tab • Review your black hole reports and folder • Use the new features Quote from Client

13. Take full advantage of all the features “It took the paper and pen away.” • DocuTrack is not only a document management system but it is so much more… • Documentation of all communications • Origin, date, time of fax • Staple and un-staple • Annotations • Standardize your annotations by job functions • New – sticky note colors • Use “Add Reply” Quote from Client

14. Take full advantage of all the features • DocuTrack is not only a document management system but it is so much more… • Search • Wild card, “and not”, “and” • Use the different sort options • Multiple new options in the document list pane

15. Take full advantage of all the features “Efficiency – We can do a lot more with less.” • DocuTrack is not only a document management system but it is so much more… • History on every document • Automatic refill barcode submission to the Pharmacy System • Standardization of forms • All forms - easy access to all staff members • Delivery manifest associations using barcodes • Delivery Manifest Reconciliation Report – only for some PIS Quote from Client

16. Take full advantage of all the features • DocuTrack is not only a document management system but it is so much more… • Hotkeys for quick navigation within DocuTrack • Multiple document tabs • Move multiple documents at a time • Fax one document to multiple numbers • Blast Fax • Efficient faxing to a group of Facilities • Name for the group should be easy to identify • e.g. 6 PM Run Facilities

17. Take full advantage of all the features • DocuTrack is not only a document management system but it is so much more… • Reports • Use as a management tool • Association count by user • Association count by user and document type • Documents received per hour • Number of unedited documents • Black Hole reports: • Workflow Omissions • Search Folder Filter Summary • Group Filter Summary

18. Integrate DocuTrack with your Pharmacy • Don’t think of DocuTrack as a separate system from your Pharmacy System • Choose the best processes and workflow for your Pharmacy • Add workflow for documents that are not orders • IV Patients • Controlled Medication Prescriptions • Others • Available interfaces with DocuTrack • Consistency - one system for all your orders and documentation

19. Return on Investment “We have grown from 1000 to 6000 beds in 3 years and could not have done it without DocuTrack.” • Tangible and Intangible savings • DocuTrack’sworkflow and integration to your processes • Pharmacy staff will be more efficient – more productive • Redistribution of FTEs • Allow more growth with no FTE increase • Increase customer satisfaction • Runs leave on time • Less missed orders • Better response time on questions or issues Quote from Client

20. Return on Investment “No more foot traffic just to get the work done.” • Tangible and Intangible savings • Order entry and Pharmacists • Focus on orders to be entered and/or verified • Better customer service, resolution in one phone call for most cases • No paper fax to sort, distribute, re-distribute, copy and/or file, not once but multiple times • No going to the fax machine • Quick and easy retrieval of documents. No searching for paper documentation to find resolution and therefore have better outcomes. Quote from Client

21. Return on Investment “Now when nurses calls to ask if we delivered an order, we have an immediate answer for them.” • Tangible and Intangible savings • Prescription requests tracking • Delivery Manifest • Efficient and auto association for quick and easy retrieval • Medical Records • Inventory/Purchases • Owed process • Office supplies and equipment Quote from Client

22. Return on Investment • Tangible and Intangible savings • Business Office • Better management and follow up • Business and insurance forms • Statements/invoices • Account payables • EOM reporting • Contracts • Audits • Quick and easy search for documents • Better audit results

23. Summary “DocuTrack documentation just saved a large skilled facility from hanging us out to dry and terminating our contract for errors when we could prove that the errors were not on our side but on the facility staff.” • DocuTrack: • Is a tool in the Pharmacy Commitment to Quality • Is a tool to provide Patient Care • Is a tool to help the Pharmacy provide excellent customer service. • Is a tool to help navigate the waters of audits, reimbursements, inspections, prescriptions, rules, regulations and other areas. Quote from Client

24. When you return to the Pharmacy… • Perform an assessment • Do you think there is room for improvement? • Are you using all the features that will enhance your efficiencies and quality in the Pharmacy? • Does the staff know about the new features in DocuTrack, are they using them? • Is the staff printing paper? • Is there manual faxing? • Have you reviewed your Black Hole reports? • Create a Zero Association folder

25. DocuTrack, DeliveryTrack, Logix, Fax DR, ICFS, Nextra • Resources: • User group meetings • Newsletters • The Learning Center • Account manager • Sales team • Client Services • Integra’s consulting services

26. Thank You