Users Manual

Appendix D

Conversion of Stock and Prescriptions to IntelliVault

Prior to IntelliVault Installation:

1. Process all vendor returns, recalls, broken & dropped medications, etc prior to IntelliVault

installation

2. Print Pharmacy Management System Inventory Report

3. Perform physical inventory and reconciliation

4. Remove all stock inventory and place in a secure location

Note: Items need to be sorted by NDC, Expiration and Lot for conversion to IntelliVault

5. Remove legacy cabinet(s)

6. Install IntelliVault cabinet(s)

Initial Stock Receive (Legacy Conversion)

User #1:

1. Launch IntelliSys application

2. Inventory > Receive

3. Select New Order

4. Type “Conversion” for the DEA 222 and

press OK

5. Enter Julian date for the Invoice # and

press OK

6. Select Begin Processing

Note: Do not finalize conversion receiving before all stock has been received

7. Place basket on IntelliPad

8. Scan NDC barcode stock bottle(s) and place in SmartBasket

Best practice: Remove stock bottle caps

to determine sealed bottles. Keep the lid

on the open bottle for each

SmartBasket.

9. Enter total QTY, Lot# and Exp

10. Place lid on SmartBasket

11. Shelve in appropriate-size IntelliVault

drawer

Note: Use multiple baskets for fast movers