The My Day screen is designed to give staff an overview of what needs to be done in a pharmacy on a given day.
The screen shows prescriptions that need to be filled, Owings that are due, current claim validation status.
Opening My Day
- Open RX and navigate to Modules
- From the drop-down menu click My Day
- The page that opens is the My Day homepage
- The top right-hand corner of the screen shows the Pharmacy name along with the currently logged in staff member
- Note: My Day Tasks and Messages can be staff specific so it is important to make sure you are signed in with the correct staff member
Using My Day
- Searching for a Patient
- The top navbar also contains a Smart Search which allows you to search for both patients from within My Day.
- To search for a patient simply begin typing their name in the Search box and a list of possible patients will be shown underneath - to select the correct patient you can use the arrow keys on the keyboard to highlight them and press Enter or click their name with the mouse.
The My Day search is unique in that it allows you to search for patients by 'surname, first name' and also by 'first name surname'.
You can also use a space instead of a comma ',' to differentiate first name and surname.
- The default search is patient search. This is denoted by the person icon located next to the search bar.
- Search for a Product
- The top navbar also contains a Smart Search which allows you to search for products from within My Day.
- To change the search function select the person icon next to the search bar by clicking it.
- When the Icon has changed to a barcode icon it is possible to search for a product.
- To search for a product simply start typing the name of the product and a list of possibilities is shown.
- See Prescriptions Due
- To view all prescriptions that are due within a certain date range select Prescriptions due on the My Day homepage
- To go to this patients' PMR Console press the person icon located next to the RX due.
- Phased Prescriptions Due
- To view all prescriptions that are due within a certain date range select Prescriptions due on the My Day homepage
- To go to this patients' PMR Console press the person icon located next to the phased RX due.
- Looking at the patients PMR and selecting the phased script we can see below that the dates match for the next phase due.
- See Owings due
- To view all prescriptions that have Owings due within a certain date range select Owings Dispenses (Due) on the My Day homepage
- Looking at the patients PMR and selecting the script we can see below that the dates match for the Owing.
- See MDS Prescriptions Due
- To view all prescriptions that have MDS due within a certain date range select MDS Dispenses (Due) on the My Day homepage
- The corresponding dispense on the patients' PMR ( this patient is on a weekly dosage system so their next cycle is due to start on 28/10/2013 ):
- See Recent Patients
- This shows you a list of the last 10 patient files that were opened in TouchStore Rx to allow you to quickly go back to a previous patient
- See Current Claim Status
- This section gives you an overview of how many scripts are left to be validated and verified in a given month and also how exceptions there are to process
Tasks
My Day allows you to set up Tasks for a Staff Member or the Store as a whole to keep track of work that needs to be carried out. This might be a task for the Store to send the evening order to your main wholesaler every day or it might be a task for a specific Staff Member to run a particular report each week.
Below you will find steps on how to work with Tasks in My Day.
- Creating a new Task
- My Day can be used as a task planner much like Outlook, Gmail or most other task scheduling applications.
- To create a task select the plus + icon located on the right-hand side of the My Day screen.
- This brings up the Create Task dialogue.
The following fields need to be filled out:
- Description: A short description of the Task
- Due Date: A future date that the task must be completed by. If this is going to be a recurring task the date should correspond with the day the task should be started.
- Schedule: when /If the task should repeat
- Never
- Daily
- Once you are happy with all of the details press the Save Task button and the task will now be created.
- Task Types
There are two types of task in My Day:
- Store
- This task is for everyone in the store. Once any staff member marks this task as complete it will not show on My Day for any other staff member. An example might be to send a particular order, take out bins, send claim, etc...
- Personal
- Personal tasks are for you only. They must be marked as completed by you and no one else. It is possible that a task is given to two or more people in the same store but this task must be completed by both staff members. Personal tasks can be created by you for other staff members - this can be particularly useful if you need to leave jobs for a Locum to do on a day you are not in the store yourself.
- Working with Tasks
All Tasks that are scheduled for the current day are listed in the Tasks section.
Here you will see:
- When the Task is going to be due
- Overdue tasks show their due date in red
- Upcoming tasks show their due date in green
- Whether the Task is for the Store or a Personal task for just one staff member
- Buttons to allow you to view / edit / delete / complete the task
If you want to view a Task in more detail, you can view more details about a task by pressing the Details button 
Once a Task has been completed, you can mark a Task as complete by pressing the Tick button 
If you need to make changes to a Task that has been created you can edit a task by pressing the Edit button 
- N.B. this can only be done by the person who created the task
If a Task is no longer required and you wish to delete a task press the Delete button 
- N.B. this can only be done by the person who created the task
If you are unsure what a button does in My Day hover over the button with your mouse cursor for a few seconds and it will tell you as you can see here:
