Transcript McKesson Ordering Process - Remote

Kathy Walker, CPhT
Pharmacy Procurement Technician
Coatesville VAMC
Dan Leavitt, MSA, R.Ph
Pharmacy Data Manager
Boston VAMC
Adelaide Quansah, BSBA
Program Specialist
PBM/CI VACO
7/16/2015
McKesson Connect The Ordering Process
1
Objectives








Explain the responsibilities of the procurement
technician
Explore McKesson Connect
Explore McKesson Home page
Demonstrate the ordering Process
Demonstrate the McKesson invoice download
process
Demonstrate the upload process of McKesson
invoices into the VISTA system
Demonstrate McKesson invoice processing
Demonstrate Verification of processed invoices
7/16/2015
McKesson Connect The Ordering Process
2
Procurement Technicians Wear Many
Hats
7/16/2015
McKesson Connect The Ordering Process
3
Pharmacy Procurement Areas of
Responsibility
Inventory
Management
Regulatory
Compliance
Financial
Management
Customer
Service
Business
Management
Contract
Compliance
7/16/2015
McKesson Connect The Ordering Process
4
Many Tasks of the Procurement
Technician
Pharmacy Procurement
Technician Responsibilities
Inventory Manager
Financial Manager
~Control Point Clerk
~Budgeting Process
~Purchase Card
~1358
~2237
~B09
~Cost Saving Analysis
~Trends
~Cash Flow
7/16/2015
~Daily Ordering
~Recalls
~Drop Shipments
~Formulary Compliance
~Non-Formulary Requests
~Backorders
~Shelf Tags
~ROP/ROQ
~Contract Compliance
~CSOS
~Mobile Manager
~Invoice Download
~Invoice Processing
McKesson Connect The Ordering Process
Customer Service
Manager
~Relationship building
~Patients
~Vendors
~Pharmacy Staff
~Medical Staff
~Hospital Staff
~Management
5
Inventory Management
Inventory Manager
~Daily Ordering
~Recalls
~Drop Shipments
~Formulary
Compliance
~Non-Formulary
Requests
~Backorders
~Shelf Tags
~ROP/ROQ
~Contract Compliance
7/16/2015
McKesson Connect The Ordering Process
6
7/16/2015
McKesson Connect The Ordering Process
7
What is McKesson Connect?
What is McKesson Connect?
McKesson Connect, formerly Supply Management Online,
is McKesson’s premier ordering system. You can create
simple or complex orders quickly and securely using the
internet. Intuitive and fast options allow you to order in
various ways.
7/16/2015
McKesson Connect The Ordering Process
8
Getting Started
~McKesson Connect can be found on
the World Wide Web at :
https://supply.mckesson.com/portal/sit
e/smoportal/template.LOGIN/
7/16/2015
McKesson Connect The Ordering Process
9
McKesson Connect Login Page
7/16/2015
McKesson Connect The Ordering Process
10
McKesson Home Page
7/16/2015
McKesson Connect The Ordering Process
11
Setting Account Parameters
7/16/2015
McKesson Connect The Ordering Process
12
Ordering Tool Bar
7/16/2015
McKesson Connect The Ordering Process
13
Creating An Order
7/16/2015
McKesson Connect The Ordering Process
14
Questions ?
7/16/2015
McKesson Connect The Ordering Process
15
Manual Order Process
7/16/2015
McKesson Connect The Ordering Process
16
Selecting the Correct Account from the Account Number
Drop Down
Account
#’s
7/16/2015
McKesson Connect The Ordering Process
17
Insert the Purchase Order Number
7/16/2015
McKesson Connect The Ordering Process
18
A PO Created has been Created
7/16/2015
McKesson Connect The Ordering Process
19
Ordering Functions
7/16/2015
McKesson Connect The Ordering Process
20
Ordering Functions
7/16/2015
McKesson Connect The Ordering Process
21
Catalog Search Options
7/16/2015
McKesson Connect The Ordering Process
22
Search By Keyword
7/16/2015
McKesson Connect The Ordering Process
23
Adding to the Order
7/16/2015
McKesson Connect The Ordering Process
24
Quick Add
7/16/2015
McKesson Connect The Ordering Process
25
Batch Entry
7/16/2015
McKesson Connect The Ordering Process
26
Generic Equivalents
7/16/2015
McKesson Connect The Ordering Process
27
Deleting An Item
7/16/2015
McKesson Connect The Ordering Process
28
Update DC Quantity
7/16/2015
McKesson Connect The Ordering Process
29
Order Summary
7/16/2015
McKesson Connect The Ordering Process
30
Selecting Order To View
7/16/2015
McKesson Connect The Ordering Process
31
Preferred Item Indicator
7/16/2015
McKesson Connect The Ordering Process
32
Preferred Indicator Accounts
7/16/2015
McKesson Connect The Ordering Process
33
Preferred Indicator Check Box
7/16/2015
McKesson Connect The Ordering Process
34
Preferred Indicator Display
7/16/2015
McKesson Connect The Ordering Process
35
Questions ?
7/16/2015
McKesson Connect The Ordering Process
36
Purchase Order
Prepare Function
7/16/2015
McKesson Connect The Ordering Process
37
Validation Options
7/16/2015
McKesson Connect The Ordering Process
38
PO Prepare
7/16/2015
McKesson Connect The Ordering Process
39
Preparing Order Screen
7/16/2015
McKesson Connect The Ordering Process
40
Preparing Your PO
7/16/2015
McKesson Connect The Ordering Process
41
Order Prepared
7/16/2015
McKesson Connect The Ordering Process
42
Submitting the Order
7/16/2015
McKesson Connect The Ordering Process
43
Submitting The Order
7/16/2015
McKesson Connect The Ordering Process
44
Selecting An Order To View
7/16/2015
McKesson Connect The Ordering Process
45
Questions ?
7/16/2015
McKesson Connect The Ordering Process
46
Purchase Order Download
7/16/2015
McKesson Connect The Ordering Process
47
Downloading Invoices
7/16/2015
McKesson Connect The Ordering Process
48
Select Invoices to Download
7/16/2015
McKesson Connect The Ordering Process
49
Save File
7/16/2015
McKesson Connect The Ordering Process
50
File Download
Save on C:\\Drive
 In McKesson Folder
C:\\McKesson

7/16/2015
McKesson Connect The Ordering Process
51
File Save to McKesson Folder
C:\\McKesson
7/16/2015
McKesson Connect The Ordering Process
52
Download Complete
7/16/2015
McKesson Connect The Ordering Process
53
Locate the PSA Interface Icon
7/16/2015
McKesson Connect The Ordering Process
54
Locate File Downloaded
7/16/2015
McKesson Connect The Ordering Process
55
Vista Connection
7/16/2015
McKesson Connect The Ordering Process
56
Upload to Vista
7/16/2015
McKesson Connect The Ordering Process
57
Invoice Data Has Been
Transferred To VISTA
7/16/2015
McKesson Connect The Ordering Process
58
Logging Out
7/16/2015
McKesson Connect The Ordering Process
59
Questions ?
7/16/2015
McKesson Connect The Ordering Process
60
McKesson Invoice
Processing In The VISTA
System
7/16/2015
McKesson Connect The Ordering Process
61
Processing
Select FileMan Option: ^drug accountability Menu
Select Drug Accountability Menu Option: ?
1
2
GIP Interface Menu ...
Prime Vendor Interface Menu ...
Select Drug Accountability Menu Option: 2
Interface Menu
Prime Vendor
Prime Vendor Interface
Select Prime Vendor Interface Menu Option: ?
1
2
3
4
7/16/2015
Pharmacy Location Maintenance Menu ...
Dispensing Menu ...
Orders Menu ...
Maintenance Reports Menu ...
McKesson Connect The Ordering Process
62
Processing
Select Prime Vendor Interface Menu Option: 3
Menu
Orders
Prime Vendor Interface
Select Orders Menu Option: ?
1
2
3
4
6
7/16/2015
Upload and Process Prime Vendor Invoice Data
Process Uploaded Prime Vendor Invoice Data
Verify Invoices
Print Orders
Edit Verified Invoices
McKesson Connect The Ordering Process
63
Processing The Invoice
Select Orders Menu Option:
2 Process Uploaded Prime Vendor Invoice Data
Print all unprocessed and just processed
invoices? N//
Enter your Current Signature Code:
SIGNATURE VERIFIED
You have invoices on your system for more than
one division.
Please select the location for which you want to
process invoices.
or Press the up-arrow to process all invoices.
7/16/2015
McKesson Connect The Ordering Process
64
Processing Invoice Contd.
Select one of the following:
1
VA MEDICAL CENTER
Enter response: 1 VA MEDICAL CENTER
<<< PROCESS ENTIRE INVOICE SCREEN >>>
No errors have been detected on the following invoices.
If there are no corrections, you can change the invoices'
status to "Processed" by selecting them from the list. If
you do have corrections, press the return key then a
second list will be displayed. You will be able to choose
the invoices from that list and enter corrections.
7/16/2015
McKesson Connect The Ordering Process
65
Selecting Invoice(s) To Process
Choose the invoices from the list you want to process.
==============================================================
==============
1. Order#: C42876091300 Invoice#: 7217963744 Invoice Date: Sep 14, 2004
2. Order#: 4C0082083002 Invoice#: 7217024903 Invoice Date: Aug 31, 2004
3. Order#: C42876091400 Invoice#: 7218065805 Invoice Date: Sep 15, 2004
==============================================================
==============
Select invoices to process: (1-3):
7/16/2015
McKesson Connect The Ordering Process
66
Assign A Location
7/16/2015
McKesson Connect The Ordering Process
67
Process Entire Invoice Screen
7/16/2015
McKesson Connect The Ordering Process
68
Process Entire Invoice Screen
7/16/2015
McKesson Connect The Ordering Process
69
Invoice Status Processed
7/16/2015
McKesson Connect The Ordering Process
70
Updating Invoice
<<< PROCESS LINE ITEM SCREEN >>>
Order#: C42876091500 Invoice#: 7218171640 Invoice Date: Sep
16, 2004
-------------------------------------------------------------------------26 UNKNOWN ITEM
Qty Invoiced: 2
UPC: 30093067005
Order Unit : EA
NDC: 00093-0670-05
Unit Price : $45.81
VSN: 3251048
Dispense Units: Blank
Dispense Units Per Order Unit: Blank
If the item will never be in the DRUG, press the Return key
then
answer YES to the "Is this a supply item?" prompt. To bypass
this
line item, enter "^" then press the Return key.
7/16/2015
McKesson Connect The Ordering Process
71
Process Line Item Screen
7/16/2015
McKesson Connect The Ordering Process
72
Edit Invoices to be Processed
<<< EDIT INVOICES TO BE PROCESSED SCREEN >>>
More data is needed on the following invoices. Choose the invoices from
the list you want to edit.
------------------------------------------------------------------------------1. Order#: C42876090902 Invoice#: 7217746562 Invoice Date: Sep 10, 2004
2. Order#: C42876091600 Invoice#: 7218256524 Invoice Date: Sep 17, 2004
3. Order#: C42876091000 Invoice#: 7217855774 Invoice Date: Sep 13, 2004
4. Order#: C42876091500 Invoice#: 7218171640 Invoice Date: Sep 16, 2004
5. Order#: C42876091700 Invoice#: 7218375498 Invoice Date: Sep 20, 2004
6. Order#: C42876091700 Invoice#: 7218313410 Invoice Date: Sep 20, 2004
7. Order#: C42876091300 Invoice#: 7217963744 Invoice Date: Sep 14, 2004
8. Order#: 4C0082083002 Invoice#: 7217024903 Invoice Date: Aug 31, 2004
9. Order#: C42876091400 Invoice#: 7218065805 Invoice Date: Sep 15, 2004
------------------------------------------------------------------------------Select invoices to edit: (1-9): 4
Do you want to select the line items to be edited (S) or
have them automatically (A) displayed for you?: (S/A): A// Automatically
Displayed
<<< EDIT INVOICES TO BE PROCESSED SCREEN >>>
Order#: C42876091500 Invoice#: 7218171640 Invoice Date: Sep 16, 2004
-------------------------------------------------------------------------PHARMACY LOCATION:
INPATIENT: VAMC BOSTON (IP)
Date received:
7/16/2015
Sep 15, 2004//
McKesson Connect The Ordering Process
73
Process Line Item Screen
7/16/2015
McKesson Connect The Ordering Process
74
Selecting Drug
7/16/2015
McKesson Connect The Ordering Process
75
Supply Item Entry
7/16/2015
McKesson Connect The Ordering Process
76
Select Line Item Number Edit
7/16/2015
McKesson Connect The Ordering Process
77
Edit Invoice Screen
7/16/2015
McKesson Connect The Ordering Process
78
VISTA Line Item Edit Fields
7/16/2015
McKesson Connect The Ordering Process
79
Questions ?
7/16/2015
McKesson Connect The Ordering Process
80
Verifying McKesson
Invoices
A Pharmacist Focus
7/16/2015
McKesson Connect The Ordering Process
Verifying Process
Select FileMan Option: ^drug accountability Menu
Select Drug Accountability Menu Option: ?
1
2
GIP Interface Menu ...
Prime Vendor Interface Menu ...
Select Drug Accountability Menu Option:
2 Prime Vendor Interface Menu
Prime Vendor Interface
7/16/2015
McKesson Connect The Ordering Process
82
Verifying Upload
Select Prime Vendor Interface Menu Option: ?
1
2
3
4
Pharmacy Location Maintenance Menu ...
Dispensing Menu ...
Orders Menu ...
Maintenance Reports Menu ...
Select Prime Vendor Interface Menu Option: 3
Orders Menu
Prime Vendor Interface
Select Orders Menu Option: ?
1
2
3
4
6
7/16/2015
Upload and Process Prime Vendor Invoice Data
Process Uploaded Prime Vendor Invoice Data
Verify Invoices
Print Orders
Edit Verified Invoices
McKesson Connect The Ordering Process
83
Verifying Invoice
<<< VERIFY ENTIRE INVOICE SCREEN >>>
If there are no corrections, you can change the invoices'
status
to "Verified" by selecting them from the list. If you do have
corrections, press the return key then a second list will be
displayed. You will be able to choose the invoices from that
list
and enter corrections.
Choose the invoices from the list you want to verify.
=================================================================
==============
1. Order#: 4C008127000 Invoice#: 7216929006 Invoice Date:
Aug 30, 2004
2. Order#: 4C0082082700 Invoice#: 7216928637 Invoice Date:
Aug 30, 2004
3. Order#: 4C0082082601 Invoice#: 7216810049 Invoice Date:
Aug 27, 2004
<<< VERIFY ENTIRE INVOICE SCREEN >>>
Select invoices to verify:
7/16/2015
(1-3): 1-3
McKesson Connect The Ordering Process
84
Vista Updated
<<< VERIFY ENTIRE INVOICE SCREEN >>>
===============================================================================
1.
Order#: 4C008127000
Invoice#: 7216929006
Invoice Date: Aug 30, 2004
INPATIENT: VAMC BOSTON (IP)……….
2.
Order#: 4C0082082700
Invoice#: 7216928637
Invoice Date: Aug 30, 2004
INPATIENT: VAMC BOSTON (IP)………
3.
Order#: 4C0082082601
Invoice#: 7216810049
Invoice Date: Aug 27, 2004
INPATIENT: VAMC BOSTON (IP) ……..
Are you sure these invoices' status should be changed to Verified? N//
y
YES
Order# 4C008127000 Invoice# 7216929006's status has been changed to Verified!
Order# 4C0082082700 Invoice# 7216928637's status has been changed to Verified
Order# 4C0082082601 Invoice# 7216810049's status has been changed to Verified
The verified invoices contain new drugs for the assigned pharmacy location.
A report will print by pharmacy location listing the new drugs. Use the
Balance Adjustment option to enter an adjustment that reflects the total
dispense units on hand for each new drug.
It is suggested that you send the report to a print.
DEVICE: HOME//
7/16/2015
McKesson Connect The Ordering Process
85
Questions ?
7/16/2015
McKesson Connect The Ordering Process
86