Get to Know RMS

Use the Repeat Management Solution (RMS) module to manage your prescription requests for your patients. From creating and editing requests, setting reminders to seamlessly running and printing detailed request reports.

You can manage your requests from several places within Apotec CRM, they are the;

• New Request window
• Request tab in the Workflow module
• Patient Repeat Request tab

RMS Settings

Setting	Value/Description
RMS Enabled	Yes; Set by default. Enables the Repeat Management Solution module (RMS). No; The RMS module is disabled.
Warn RMS Requests In PMR	Yes; Set by default. You will be prompted if there are any outstanding RMS requests when you access the patient record. No; You will not be alerted to any outstanding RMS requests when accessing the patient record.
Use Prescriber On RMS Request	Yes; Set by default. You can see and edit the prescriber on RMS requests. No; The prescriber will not be displayed or editable or RMS requests.
Prescribing Organisation Collection Lead Time	5; Set by default. Use this setting to configure the time (in days) after which a request is marked as overdue.
Add ETP Repeat Dispensing to RMS	Yes; Set by default. Once you have marked an EPS Repeat Dispensing prescription as collected or delivered, you will be prompted with the Add Request window pre-populated with the prescription details to add the batch into RMS. No; You will not be prompted to add EPS Repeat Dispensing batches into RMS.
Print Prescribing Organisation Details	Yes; Set by default. The Prescribing Organisation Details will be printed on RMS requests. No; The Prescribing Organisation Details will not be printed on RMS requests.
Print Quantity on RMS Request	Yes; Set by default. Prints the item Quantity on RMS requests. No; The Quantity will not be printed on RMS requests.
Print Dosage on RMS Request	Yes; Set by default. Prints the dosage instructions on your RMS requests. No; Dosage instructions will not be printed on your RMS requests.
Consolidate Repeats for Same Patient	Yes; Set by default. Multiple requests will be printed on the same page (where possible). No; Individual requests will be printed separately.
Set Last Requested Date from PMR	Yes; When enabled this setting will generate the Last Requested Date in the Repeat Items window based on PMR entries. No; Set by default. The Last Requested Date will not be populated in the Repeat Items window.
Print Details on RMS Request	If enabled, the selected fields will be included on the Repeat Request print out; if disabled (or no prescriber selected), the report will print Doctor in the absence of a prescriber name. Note: Prescriber, Prescribing Organisation, Quantity, and Dosage are selected by default. Prescriber Prescribing Organisation Quantity Dosage None; If selected, the remaining options will be disabled and omitted from the printout.

Workflow Request tab

The Request tab in Workflow is the central location for managing your requests for all your patients.

To access the Request tab, select Workflow from the left-nav and the Request tab.

Field	Description
Filters	Use the available filters to refine the grid.
Grid	By default, the Request grid displays all your current patients and repeat items. At a glance, you can view the total number of requests and the date/time a request was added. Each widget represents one request and displays the status, date and the items it contains. You can view/edit the request by selecting the View icon button.
[View/Edit - F2]	Select this button to view or edit your requests. Within the Edit Request window you will be able to take the following actions: Last Dispensed Quantity: Increase or decrease the quantity requested using the Edit icon in the Actions column Use the Delete icon in the Actions column to remove an item from the request Reminder Date: Update the Request Start Date manually, by selecting the Calendar icon or using the available function keys. Request Type: Update the request type Fulfilment Type: Update the fulfilment method to either Patient Collection or Patient Delivery Prescription Type: Set the Prescription Type radio dial to either NHS or Private [Print Request - Alt-P]: Print your request [View Request Workflow - Alt-W]: Return to the Request tab in Workflow filtered on your selected patient [View External Med. History Alt-A]: Select to view the patient's external PMR data if available. [Add Item - F1]: Add additional items to your request [Print Consent Form - F9]: Print a patient consent form Notes: Add notes to your request
[New Request - F3]	Select your patient and select the [New Request - F3] button to create a new request.
[Print/Send Request(s) - F4]	Select the required requests in the grid and select this button to print and/or send your requests.
[Update Request(s) - F5]	Select the required requests in the grid and select this button to manually update the status of your requests.
[Reports - F11]	View and run your RMS reports by selecting this button.
Selected Total	The total number of selected Patient Items and Patient Requests. This field cannot be edited.
Total	The total number of Patient Items and Patient Requests displayed based on your filters. This field cannot be edited.

Patient Repeat Request tab

To access the Repeat Request tab in the patient record, open the patient CRM and select the Repeat Request tab.

Field	Description
Grid	The Requested Items grid displays all requested items, Last Dispensed Quantity, Last Dispense Date, Dispensed At location, Last Requested Date and Treatment Type.
[New Repeat Request - F2]	Select this button to create a new request.
[View Request Workflow - Alt - W]	Select to be taken to the Request tab in Workflow filtered on your selected patient.

New Request window

The New Request window is where all requests are created. You can access the New Request window from several places within Apotec CRM:

• Request tab in the Workflow module
• Patient Repeat Request tab
• MDS Manager

Request

Field	Description
Patient demographics bar	Expand the demographics bar at the top of the window to view the patient's details including their Address, Prescribing Organisation, Characteristics, Contact Details and Status.
Grid	The Request Items grid displays the all the items from the patient's medication history. Where available and configured, this grid will display the Last Dispensed Quantity, Last Dispensed Date, Dispensed At location, Last Requested Date and Treatment Type. Use the Actions column icons to: Edit icon: Edit the Last Dispensed Quantity Stopped icon: Mark the item as Stopped. Stopped items will be displayed with a STOPPED badge in the patient's Medication History and in the New Request window's Request Items grid. Delete icon: Delete an item from the grid. Removing an item won't affect the patients medication history, and any removed item(s) will reappear in the list upon reopening the window.
Reminder Date	You can enter a start date manually, or by selecting the Calendar icon. The start date works with the set number of days defined in the Prescribing Organisation Collection Lead Time application setting to determine when a request becomes overdue. You can perform the following actions using the function buttons below: Select the [Back 1 Day - Alt-B] button to move the request start date back by one day. Select the [Today - Alt-T] button to set the request start date to the current date. Select the [Add 1 Day - Alt-F] button to move the request start date forward by one day. Select the [Add 21 Days - Alt-G] button to move the request start date forward by 21 days. Select the [Add 28 Days - Alt-H] button to move the request start date forward by 28 days. Select the [Add 56 Days - Alt-J] button to move the request start date forward by 56 days.
Request Type	When creating requests, use the dropdown to select a request type: Reminder: Create a repeat in the To Be Requested status as a reminder for your Pharmacy to print/send the request Request: Create a repeat in the Requested status Repeat Dispensing: Create a repeat dispensing batch request
Fulfilment Type radio dials	Set the radio dial to your patient's requirements. Once packed, reconciled prescriptions will be moved to the appropriate tab in Workflow. Options include Patient Collection or Patient Delivery.
Prescription Type radio dials	Set the Prescription Type radio dial to either NHS or Private.
Notes	Add any additional notes to your request.
[Print Request - Alt-P]	Select to print your requests.
[View Request Workflow - Alt-W]	Select to be taken to the Request tab in Workflow.
[View External Med. History - Alt-A]	Select to view the patient's external PMR data if available.
[Add Item - F1]	Select to manually add items to the Request Items grid. Items added manually will not be displayed in the grid by default until they are dispensed for the patient and displayed in their medication history.
[Print Consent Form - F9]	Select to print a patient consent form.
[Confirm - F10]	Select to save your request.
[Cancel - Esc]	Select to cancel creating your request.

Sync

Functionality coming soon.