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Contents Login ......................................................................................................... Error! Bookmark not defined. Stock Receive ............................................................................................ Error! Bookmark not defined. Prescription Fill (Tech Fill, Pharmacist Verify) ............................................ Error! Bookmark not defined. Prescription Fill (Pharmacist-only).............................................................
User Permissions to Manage User Roles............................................................................................. 18 Settings .......................................................................................................................................... 19 Downtime .......................................................................................................................................... 21 Downtime Operations & Recovery .............................................
O. How do use IntelliVault if the lock isn’t opening? .............................. Error! Bookmark not defined. Downtime Perpetual Log .......................................................................... Error! Bookmark not defined. USB IntelliPad ........................................................................................... Error! Bookmark not defined. Troubleshooting USB IntelliPad ............................................................. Error! Bookmark not defined.
FCC Compliance Notice English Per FCC 15.19(a)(3) and (a)(4) This device complies with part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. Per FCC 15.21 Any change or modification to this device not expressly approved by GSL Solutions, Inc. voids your authority to operate this device.
Inventory Adjustment Inventory counts are adjusted as they are discovered to ensure accurate counts. There are two types of inventory adjustments: a change in status (i.e. the medication is still present and accounted for, but may not be usable); and an adjustment where the medication just doesn't exist (i.e. if it was stolen). Different privileges exist for the two different types of inventory adjustments. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Navigate to Inventory > Inventory Select Inventory Type (e.
5. Place an empty basket on the IntelliPad and enter count for broken or dropped pill(s). 6. A prompt will ask if you need a label printed for the Destruction Inventory. If Yes, the label printer will print a label with NDC, drug name, lot number, expiration date, original SmartBasket name, and original SmartBasket barcode. 7. Note: Make simultaneous adjustments in PMS if applicable. 8. Place original SmartBasket on IntelliPad and enter count of contents net of dropped/damaged pill(s) 9.
Inventory Adjustment Reason Codes During an inventory adjustment, it is possible – and sometimes required – to enter comments.
inventory using the Mark for Return reason code. 9 ©2020 GSL SOLUTIONS, INC. IntelliVault Training Guide v.509.5 20200918 GSL Company Confidential – Not to be disclosed to third parties without express written consent.
Consolidate Stock Stock from multiple baskets may be consolidated into fewer baskets for efficient storage. 1. Navigate to Inventory > Consolidate Stock 2. Choose Filter, Press Add, Press Search. Multiple items (e.g. NDC and Lot#) may be entered to refine the search. Note: To search all baskets that qualify for consolidation, press Search without entering data in the Filter. For a “wild card” search (i.e. an abbreviated term), use an asterisk (*) after the term 3.
©2020 GSL SOLUTIONS, INC. IntelliVault Training Guide v.509.5 20200918 GSL Company Confidential – Not to be disclosed to third parties without express written consent.
Reporting – Reports and History History 12 ©2020 GSL SOLUTIONS, INC. IntelliVault Training Guide v.509.5 20200918 GSL Company Confidential – Not to be disclosed to third parties without express written consent.
Reports Choose type of report and use applicable filters if desired. Reports may be printed or exported to Excel, PDF or Word 13 ©2020 GSL SOLUTIONS, INC. IntelliVault Training Guide v.509.5 20200918 GSL Company Confidential – Not to be disclosed to third parties without express written consent.
Perpetual Log shows Starting Inventory and Ending Inventory as well as any changes. Ending Inventory is highlighted in yellow. The Date Range may be filtered Perpetual Log by NDC includes active links (shown in blue) for additional detail 14 ©2020 GSL SOLUTIONS, INC. IntelliVault Training Guide v.509.5 20200918 GSL Company Confidential – Not to be disclosed to third parties without express written consent.
Exception Report includes all inventory adjustments. The report is available from Reporting > Reports, and all inventory adjustments will result in a tile in the Task Manager (Admin > Tasks) Inventory Detail Report includes the expiration date for each NDC, as well as the Lot #, Beginning and Ending Inventory, Received and Dispensed. 15 ©2020 GSL SOLUTIONS, INC. IntelliVault Training Guide v.509.5 20200918 GSL Company Confidential – Not to be disclosed to third parties without express written consent.
Vacancy Report shows current vacancy for both IntelliCab and IntelliVault. The report includes Rxs per bundle and Return to Stock compliance. Admin – Task Manager, Users and Roles Task Manager Administrative dashboard to review pending tasks To view pending tasks: 1. Admin > Tasks 2. Choose Filter (e.g. Status > Not Started) 3. Press Add Note: Repeat steps 1 and 2 for additional filters to expand or refine search (e.g. Status > In Progress) 4. Press Search 5.
Users Create, View, and Edit users To create new users: 1. Press Users button 2. Press Create User 3. Enter User information Note: To create a user in advance, enter a temporary password in addition to the user’s information, then press User Must Change Password. When the new user logs in with the temporary password, they will prompted to change their password 4. Press Next to add Error! Reference source not found. 5. Choose user’s Role. The user’s Permissions are defined within their Role 6.
To edit users: 1. Press Users button 2. Enter user name and press Search Note: To view all users, leave Search field empty and press Search 3. Press the check box to the right of the user’s name 4. Edit the User’s information and/or Roles 5. Press Save Error! Reference source not found. to Manage User Roles Each Role has certain permissions assigned to it 1. Admin > Roles 2. Press Search to view all Roles or type a Role name and press Search 3. Click the blue “xx Permissions” to view and edit Permissions.
Settings Set legal disclaimers and password reset URL which will appear on login screen 1. 2. 3. 4. 5. 6. Admin > Settings Enter URL for password reset Enter label for password reset (e.g. “Press to reset password”) Enter Legal Disclaimer Press Save Logout to see login screen with legal disclaimer and password reset URL 19 ©2020 GSL SOLUTIONS, INC. IntelliVault Training Guide v.509.5 20200918 GSL Company Confidential – Not to be disclosed to third parties without express written consent.
©2020 GSL SOLUTIONS, INC. IntelliVault Training Guide v.509.5 20200918 GSL Company Confidential – Not to be disclosed to third parties without express written consent.
Downtime Downtime Operations & Recovery In the event that IntelliVault loses power and/or network, the first step is to print a copy of the Downtime Prescription Locator Report and Stock Locator Report (see following section for instructions on how to print these). A manager or RPh with the appropriate privileges will need to locate the key to the IntelliVault, unlock it and engage the lock override (pull handle).
Task Manager Once IntelliSys is back online, the Task Manager (Admin > Tasks) will display a Downtime Recovery report task tile that will display all drawers that experienced downtime Downtime Prescription Locator Report and Stock Locator Report During Downtime, immediately print the Prescription Locator and Stock Locator Reports. There are three different ways to access them: A. Workstation 1.
Downtime Binder 1. A binder with tabs A-Z will be provided. 2. In the event that the IntelliVault loses power and/or network, this binder will be used as a “Manual Perpetual Log” until both power and network are restored to the IntelliVault. 3. The binder will include blank Perpetual Log sheets (Error! Reference source not found.
Downtime Stock Receive Note: Do not receive new freight during downtime if at all possible. Otherwise, use the following steps: A. Receive Stock Tech 1. Start PMS Receiving 2. Stock arrives; CIIs separated by Supplier 3. Scan each item into PMS to verify receipt 4. Verify received stock vs Supplier invoice. Note on Supplier invoice for stock received RPh 1. Verify receipt of meds vs. invoice (sort by NDC/Exp/Lot) 2. Print or gather DEA222 from CSOS and attach to Supplier invoice B.
Recovery from Downtime Recovery Rx Fill and Dispense 1. 2. 3. 4. 5. 6. 7. 8. Locate Downtime binder Grab Error! Reference source not found. sheets Maintenance > Recovery Select SmartBasket from drop-down or type SmartBasket 4-character name (“5MES” in illustration) Enter Rx information in each field Select user who dispensed Rx Initial each line on the DT Perpetual Log sheet Press “Finish Recovery” when completed with ALL entries for ALL SmartBaskets.
c. To filter by New or In Progress items: Status > Not Started and/or In Progress, press Add d. Press Search e. Select SmartBasket (one at a time) and press Pull B. Receive Stock in IntelliVault 1. When stock SmartBasket is retrieved, navigate to Inventory > Receive 2. Perform normal Stock Receive function using DT Perpetual Log sheets Note: Each “Basket with Unknown Contents” must be reset. Place on IntelliPad and press Reset Basket button (must have User Permission) 3.
To delay Shutdown Mode until recovery has taken place, press the monitor icon in the status bar, then press Snooze. Note: If this alert occurs you may press “Snooze” to delay action (must have Permission). However the alert will appear again until Backup Recovery is completed and “Finish Recovery” is pressed. A. Maintenance > Downtime 1. Claim SmartBaskets that were removed during Downtime ©2020 GSL Solutions, Inc. IntelliVault Training Guide 27 v.509.
