Users Manual

Each additional User:

1. Inventory > Receive

2. Select Past Order

3. Select Search

4. Select the In Progress Conversion Invoice

5. Proceed with receiving stock as shown in

the steps for User #1

Note: DO NOT create more than one

Conversion invoice. Follow the steps above.

Note: User #1 presses Complete and then

Finalize after the last SmartBasket has been

shelved in the IntelliVault. a Stock Receive report will be generated (Reporting>Reports).

When conversion is complete review/match IntelliVault Stock Receive report with PMS Inventory

Report.

Return to Stock Controlled Rxs that are in IntelliCab prior to Conversion

1. In WillCall Client, navigate to RTS tab (F4)

2. Press Aged and Non-Dispensable and select the controlled Rxs to RTS

3. Press F12 or Pull

4. Authorized user retrieves all highlighted SmartBaskets from IntelliCab

5. Remove Rx from SmartBasket and scan Rx barcode into pharmacy management system to

update pharmacy management system

6. Blackout HIPAA info on Rx bottle

7. Exit out of WillCall Client and then log into IntelliSys

8. Navigate to Inventory > Receive

9. Press New Order

10. Type in “Pre Conversion RTS Rx” for both the DEA 222 Form Number, Invoice #, and Lot # and

press OK for each

11. Press Begin Processing

12. Place SmartBasket with Rx on IntelliPad

13. Manually type in the NDC and press OK (must be performed twice)

14. Type in QTY and press OK

15. If LOT is available, type in and press OK. If not, type “a” and press OK

16. Type in Expiration Date and press OK (this should be on the Rx label)

17. Place a lid on the SmartBasket

18. Repeat steps for each Rx that is RTS’d

19. Once all Rxs are “received”, shelve SmartBaskets into IntelliVault

20. Press Complete and press Finalize to complete invoice