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Managing Multiple Business Units in DocuTrack: Strategies & Considerations

This informative document discusses the implications of adding multiple Business Units in DocuTrack, covering interface considerations, pharmacy setup, document separation, workflow management, and maintenance. Explore the options, challenges, and benefits involved in expanding your organization under the guidance of experts.

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Managing Multiple Business Units in DocuTrack: Strategies & Considerations

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  1. Business UnitsEnterprising DocuTrack Matt Henry & Amber MoffittDocuTrack Gurus, Client Services User Group Meeting, 2014

  2. Why am I here? • First, a disclaimer • You want to bring on another pharmacy • Define what a Business Unit is • To identify reasons why your organization may or may not benefit from adding multiple Business Units • Clarify your options when bringing on an additional pharmacy • To give you starting points to get the project put together

  3. Options • Add on a workflow • Add another server • Add on a Business Unit

  4. How to Choose • Interface Considerations • Pharmacy Set up • $ • Pharmacy Resources • Long Term Growth Expectations

  5. DocuTrack & PIS configuration • PIS: • DocuTrack:

  6. Interface • Education on the Direct Connect Interface

  7. Interface • Considerations: • Pharmacy Unique ID • Change in Refill label & Manifest barcode symbology • Affects multiple aspects of the business: • Robots, EMARs, Eprescribing, Dosis, DeliveryTrack and any other application that uses the refill barcode • Time frame for all ‘old’ (barcodes with outdated format) to be refilled and issued new barcode with the pharmacy ID included (30-45 days?)

  8. Document Considerations • Separation of Documents • Searching, Sources, Security Groups, Forms & Cover Pages • Global searches • Centralized processes (no global search folder capability) • Routing Documents (Global Document Import Rules) • EMARs, emails, Zan printer, Scanning (manifests) • Moving Documents • Can not ‘move’ documents from one Business Unit to another (however, you can copy)

  9. Document Consiations

  10. Maintenance • Affects: • Upgrades • Compatibility • How will the users be affected? • Management • Security Groups • Workflow • Forms & Cover Pages • Routing Rules (Global vs B/U)

  11. Workflow • Affects: • Ability to Copy Business Units • Allows for easily created streamlined and standardized workflows • Can not delete a Business Unit

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