Signature Center Getting Started Guide

(1)

Signature Center

(2)

Copyright

© 2010 McKesson Corporation and/or one of its subsidiaries. All Rights Reserved. This documentation is an unpublished work of McKesson Corporation and/or one of its subsidiaries, which may be used only in accordance with a license agreement with McKesson Corporation and/or one of its subsidiaries. Any unauthorized use, duplication, or disclosure is prohibited.

McKesson Corporation and/or one of its subsidiaries assumes no responsibility or liability for any errors or inaccuracies that may appear in this documentation. Except as permitted by such license, no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recorded, or otherwise, without the prior written permission of McKesson Corporation and/or one of its subsidiaries.

Any reference to company names in samples, procedures, or templates are for demonstration purposes only and are not intended to refer to any actual organization. Pharmaserv is a registered trademark of McKesson Corporation.

Pharmacy Navigator and EnterpriseRx are trademarks of McKesson Corporation. ActiveX, Microsoft, Windows, Windows Vista, Windows XP, Windows NT, and Windows Server 2003 are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

(3)

Introduction

This guide contains instructions for setting up, configuring, and using Signature Center, the add-on module that enables you to:

• Electronically capture, store, and retrieve signatures for prescription pick-ups, Non-Safety caps, patient counseling, and HIPAA privacy policy

acknowledgements.

• Secure customer names from public view.

• Assist with signature lookup based on prescriptions, Non-Safety caps, and HIPAA privacy policies.

• Eliminate the need to retain signatures on hard copy.

Before installing any hardware or software you must contact McKesson Pharmacy Systems Support to schedule a time to install new equipment and software.

NOTE: You must install the hardware before installing and testing the software for

(5)

Installing Signature Center Hardware

The hardware used by Signature Center to capture signatures must be installed and connected to a computer before installing the software. Hardware for Signature Center consists of:

• Scanner(s)

• Signature Pad(s) – also referred to as Electronic Signature Capture (ESC) device Each piece requires connection to a COM port on the back panel of the computer or to a compatible piece of hardware. Depending on the configuration of your environment, there are several configurations for installing Signature Center hardware.

This guide includes instruction for installing an Edgeport when additional COM ports are required. Your configuration may require a different device. If this is the case, contact MPS Support for instruction on installing the device specific for your site.

(6)

Signature Center Wiring Diagrams

Depending on your system requirements for Signature Center, there are several ways to configure the hardware. Those configurations include:

• Regular Workstation Installation • Extended Workstation Installation • Regular Register Installation • Extended Register Installation • Regular Server Installation • Extended Server Installation

The configuration you need depends on your location requirements.

Regular Workstation Installation

Use this configuration when Signature Center is positioned directly adjacent to the workstation.

Hardware Required:

• Workstation with two COM ports • Scanner

• Electronic Signature Capture device • 120V Power outlets (2x)

1. Connect the scanner to the Workstation using COM2.

2. Connect the Electronic Signature Capture (ESC) device (signature pad) to the Workstation using COM1.

3. Connect the power cords for both the scanner and the signature pad to their respective connectors and a power source, which must be within eight feet of the signature pad.

IMPORTANT: The power supply for the scanner is 10v and the power supply for

(7)

Extended Workstation Installation

Some situations require that the bar code scanner and signature pad (electronic

signature capture device) are positioned further than their factory cable length (maximum of eight feet) from the workstation.

• Workstation with 2 COM ports

• Scanner

• Electronic Signature device (signature pad) • Type 5 Connector (2x) • CAT5 cable (2x) • Type 4 Connector (2x) • Barrel Nuts (4x) • 120V Power outlets (2x)

1. Connect the Type 5 connector to the Workstation using COM2. 2. Connect one end of the CAT5 cable to the Type 5 connector. 3. Connect the other end of the CAT5 cable to the Type 4 connector.

4. Connect the scanner cable to the Type 4 connector using two (2) barrel nuts. 5. Connect another Type 5 connector to the Workstation using COM1.

6. Connect one end of the CAT5 cable to the Type 5 connector. 7. Connect the other end of the CAT5 cable to the Type 4 connector.

8. Connect the ESC (signature pad) cable to the Type 4 connector using two (2) barrel nuts.

(8)

Regular Register Installation

Use this configuration when Signature Center is positioned directly adjacent to the register.

NOTE: If Signature Center hardware is connected to a Point-of-Sale register, the register

must have an Edgeport device in order to provide an open COM port. See the section,

Installing an Edgeport, for more information. Hardware Required:

• Register

• Edgeport Device (and USB cable) • Scanner

1. Install the Edgeport Device software. See the section Installing and Edgeport. 2. Connect the Edgeport Device to the register using the USB cable.

3. Connect the scanner to the Edgeport using Port 2.

4. Connect the Electronic Signature Capture (ESC) device (signature pad) to the Edgeport using Port 1.

(9)

Extended Register Installation

Some situations require that the bar code scanner and signature capture device are positioned further than their factory cable length (maximum eight feet) from the register.

NOTE: If Signature Center hardware is connected to a Point-of-Sale register, the register

must have an Edgeport device in order to provide an open COM port. See the section,

Installing an Edgeport, for more information. Hardware Required:

• Register

• Edgeport device (and USB cable) • Scanner • Electronic Signature Capture device • Type 5 Connector (2x) • CAT5 cable (2x) • Type 4 Connector (2x) • Barrel Nuts (4x) • 120V Power outlets (2x)

1. Install the Edgeport Device software. See the section Installing and Edgeport. 2. Connect the Edgeport Device to the register using the USB cable.

3. Connect the Type 5 connector to the Edgeport using Port 2. 4. Connect one end of the CAT5 cable to the Type 5 connector. 5. Connect the other end of the CAT5 cable to the Type 4 connector.

6. Connect the scanner cable to the Type 4 connector using two (2) barrel nuts. 7. Connect another Type 5 connector to the Edgeport using Port 1.

8. Connect one end of the CAT5 cable to the Type 5 connector. 9. Connect the other end of the CAT5 cable to the Type 4 connector.

10. Connect the signature pad cable to the Type 4 connector using two (2) barrel nuts. 11. Connect the power cords for both the scanner and the signature pad to their

respective connectors and a power source, which must be within eight feet of the signature pad.

IMPORTANT: The power supply for the scanner is 10v and the power supply for the

(10)

Regular Server Installation

Use this configuration when Signature Center is positioned directly adjacent to the server.

NOTE: If you are running Signature Center directly from the server, the server will require

an 8-port MUX cable. This cable is provided with your server and usually has modems already connected to it. Install the electronic signature capture device to cable 6 (if open) and the scanner to cable 7 (if open). If those cables are not open, use two open cables and note the numbers used.

• Server

• MUX cable (Dell 2900 Server or older) • Edgeport or Lavalink required on Dell T410, T610 Server or newer • DB25 (female) to DB9 (male) connector (2x) • Barrel Nuts (4x) • Scanner

1. Connect one DB25 female side of a DB25 to DB9 connector to cable 7 (if open) on the MUX cable.

2. Connect the scanner to the DB9 male end of the DB 25 to DB9 connector using two (2x) barrel nuts.

4. Connect the signature pad device to the DB9 male end of the DB 25 to DB9 connector using two (2x) barrel nuts.

(11)

Extended Server Installation

NOTE: This option is only available on Dell 2900 Servers or older.

Some situations require that the bar code scanner and signature capture device are positioned further than their factory cable length from the server.

NOTE: If you are running Signature Center directly from the server, the server will require

an 8-port MUX cable. This cable is provided with your server and usually has modems already connected to it. Install the electronic signature capture device to cable 6 (if open) and the scanner to cable 7 (if open). If those cables are not open, use two open cables and note the numbers used.

Hardware Required: • Server • MUX cable • Scanner • Electronic Signature Capture device • Type 5 Connector (2x) • CAT5 cable (2x) • Type 4 Connector (2x)

• DB25 (female) to DB9 (male) connector (2x) • Barrel Nuts (8x)

• 120V Power outlets

(12)

5. Connect the scanner cable to the Type 4 connector using two (2) barrel nuts. 6. Connect the second DB25 female side of the DB25 to DB9 connector to cable 6 (if

open) on the MUX cable.

7. Connect the DB9 male end of the connector to a Type 5 connector. 8. Connect one end of the CAT5 cable to the Type 5 connector. 9. Connect the other end of the CAT5 cable to the Type 4 connector. 10. Connect the ESC cable to the Type 4 connector using two (2) barrel nuts. 11. Connect the power cords for both the scanner and the signature pad to their

respective connectors and a power source, which must be within eight feet of the signature pad.

IMPORTANT: The power supply for the scanner is 10v and the power supply for the

signature pad is 12v.

Installing an Edgeport

If you are connecting an Electronic Signature Capture (signature pad) device to a register, you will most likely need an Edgeport device to open more COM ports. Install the Edgeport device software and hardware according to the instructions below –

Connecting an Edgeport to the Computer. When completed, your client computer will

have additional COM ports. These additional COM ports are utilized by Signature Center. See Signature Center Wiring Diagrams for more information about placing an Edgeport device, if applicable, into your configuration.

NOTE: When placing an Edgeport device into your wiring configuration, the computer

connected to the Edgeport, in most cases, recognizes the first port on the device as COM4, even though the physical label on the Edgeport starts with Port 1.

Model Picture

Edgeport

(13)

Connecting an Edgeport to the Computer

Use the following instructions to connect and install an Edgeport device to your computer. 1. Log off and close all applications including Pharmaserv.

2. Connect the Edgeport USB cable from the Edgeport to the computer. If the cable is already connected, unplug the USB cable at the computer and connect it again. After a few seconds, the Found New Hardware Wizard window displays similar to the following:

3. Select No, not this time and click Next. A window displays similar to the

(14)

(15)

5. Click Finish. The Found New Hardware Wizard window displays again similar to

the following:

(16)

A window displays similar to the following:

(17)

8. Click Finish.

9. Close all windows and complete a system Shutdown.

(18)

Verifying Installation of an Edgeport Device

Use the following steps to verify the Edgeport was installed correctly. 1. Start the computer with the Edgeport connected to it.

2. Wait for the desktop to display.

displays:

(19)

Scanners

Scanners are used to read bar codes to quickly identify prescriptions and other merchandise sold at a store.

Recommended scanner model:

PSC QuickScan 1000

(20)

Signature Pads

Electronic Signature Capture (ESC) devices or signature pads are used to display information and prompt customers for signatures and acknowledgements.

Recommended device model:

Transaction Team™ TT8500, TT8501 –

(21)

Licensing and Configuring Signature Center

This section discusses the software licensing and configuration of Signature Center so that you can start capturing signatures with your software.

Licensing Signature Center

IMPORTANT: Before you can start using the Signature Center module within

Pharmaserv, you must have the license for it turned on by a McKesson Pharmacy Systems support representative.

Configuring Signature Device Preferences

Use this section to configure the preferences and hardware settings for Signature Center. Log into Pharmaserv and access the Signature Device Preferences window by selecting

Administration | Signature Device Preferences.

(22)

The Signature Device Preferences window displays information and several options that determine how Signature Center runs in your store.

Options and Preferences for Collecting Signatures

Use the Preferences tab on the Signature Device Preferences window to determine which options you want for capturing signatures. Each option also has online help. Select an option with your mouse pointer and press F1 to see additional information. Review all of the available preferences.

Privacy Notification Area

The Privacy Notification Area displays the date the most current privacy notification went into effect. If this is the first time you are using Signature Center, the default date is set to 04/15/2003 – Initial Version. If you are converting to Signature Center from AccuSign, the most recent date entered in the AccuSign application displays here. Whenever a new privacy policy goes into effect, enter the date and a description for the new policy here. If you also have the Privacy option selected in the Acquire Signatures

for Area, a signature is required for the new privacy notification.

Display patient's name with Rx# on signature pad

Select this option to display the customer’s name on the signature pad next to the Rx# or prescription number. The customer's first and last name displays, up to 34 characters. Leaving this option blank displays the Rx# only on the signature pad.

Workflow Indicator

Select this option when Signature Center interfaces with Pharmacy 2000 workflow. When selected, this option prevents Signature Center from accepting a signature at the pad until the “check” process of the Pharmacy 2000 workflow is completed.

IMPORTANT: Select this option after installing SR 145. This Workflow Indictor must be

selected in order to display the Interface Address and Port number on the Configuration tab. When this option is selected or cleared, the following message displays:

Acquire Signatures for Area

Pick-up – Select this option to require customers to provide a signature when picking up

a prescription. Selecting this option enables the related option – Narcotic Drugs Only.

Narcotic Drugs Only – Select this option to require customers to provide a signature

only when picking up a narcotic drug. This option can only be selected when the Pick-up option is selected.

Privacy – Select this option to require customers to provide a signature to acknowledge

(23)

Non-Safety Caps – Selecting this option requires customers to provide a signature to

acknowledge their receipt of a prescription in a container that DOES NOT use safety caps.

Configuring the Hardware

Use the Hardware Configuration tab on the Signature Device Preferences window to configure the type of hardware you are using. The Hardware Configuration tab looks similar to the following:

Default Report Printer

Use the drop-down arrow to select a printer from the list. The default printer for the computer should automatically display in this field. This printer is used for detailed reports on individual signatures for prescription pick-up, privacy notification, and non-safety caps authorization.

Interface Address and Port #

The Interface Address (IP address) and port number only display when used with Workflow Indicator. This number defaults to the server IP address and ESC (Listener Service) port number.

Station Configuration Table

Use this area to configure the settings for scanners and signature pads. Each column is marked with an asterisk (*), which means information is required in that column. The following information is required for each device:

Station Num * — Contains the logical station number. This number is designated by you

and must be unique to each station.

Computer * — Use the drop-down list in this column to select the appropriate computer. Pad Model * — Use the drop-down list to select the appropriate pad model type. When

your mouse pointer is in this field, a Plus Sign button displays. Click this button to open the Pad Model Maintenance window. You can also press the CTRL+D keys to open the Pad Model Maintenance window at any time while in this tab. See Pad Model

Maintenance for more information.

Protocol * — Use the drop-down list to select the appropriate pad model communication

(24)

Pad Port * — Use this column to designate the COM port for the signature pad. Enter the

pad COM port using the following format; COM X, where X is the COM port number to which the pad is attached. If using an Edgeport device, the virtual COM port may not match the label of the COM port on the device.

Scanner Port * — Use this column to designate the physical COM port for the scanner.

Enter the scanner COM port using the following format; COM X, where X is the COM port number to which the scanner is attached. If using an Edgeport device, the virtual COM port may not match the label of the COM port on the device.

NOTE: If you are using Pharmaserv Point-of-Sale you can take advantage of the single

scanner functionality. Single Scanner functionality enables you to use one scanner to scan store items and Rxs for signature capture.

You will need to add the COM port to which the ESC (Electronic Signature Capture) device is connected. If there is no serial scanner, you can use any number in the 900-999 range as is shown in the following window:

Open the POS Station Maintenance window by selecting Maintenance | POS Station

Maintenance from the menu. A window displays similar to the following:

Use the horizontal scroll bar to locate the Device Station Number column. Verify the selected POS Station has a device station number in the column. Place a check mark in the Single Scanner column as is shown.

Baud Rate * — Use the right arrow key to accept the default rate. If you need to change

the default, use the drop-down list to select the baud rate value for the scanner.

Data Bits * — Use the right arrow key to accept the default bit number. If you need to

change the default, use the drop-down list to select the data bit value for the scanner.

Stop Bits * — Use the right arrow key to accept the default bit number. If you need to

(25)

Parity * — Use the right arrow key to accept the default parity. If you need to change the

default, use the drop-down list to select the parity value for the scanner.

InActive * — Use this option to make the pad and scanner station inactive. Leave this

option blank if the station is meant to be in use.

NOTE: Asterisks (*) indicate a required field.

Pad Model Maintenance Window

Use this window to define Signature Center pad types. This window contains the following fields:

Model — Use the drop-down arrow to select a pad model from the list. When entering a

new pad model, type the new model name in this field.

Description — Displays a description of the pad model selected. When entering a new

pad model, use this field to enter a description about the pad model type.

Protocol Support — Use this option to designate whether the pad model chosen

(26)

Testing Signature Center

You must complete the previous sections in this user guide before you can test the Signature Center application. After completing the three previous sections: Installing

Signature Center Hardware, Installing Signature Center Software, and Licensing and Configuring Signature Center, you are now ready to test the Signature Center

application. This section describes how to collect a signature for: • Prescription pick-ups

• Privacy notification

• Non-Safety Caps authorization

NOTE: To test Signature Center in a workflow environment, please contact McKesson

Pharmacy Systems at 1.800.424.0444.

Assumptions for Testing Signature Center

The following test assumes this list of conditions to be true:

• The Server has been restarted after the Signature Center software installation. • The Client with Signature pad hardware attached has the Signature Center

software installed.

• The hardware configuration has been successfully completed in the Signature Device Preferences window.

• The Client with the Signature pad hardware has been restarted causing the MPS ESC Client Pad Service Application window and the Station Emulator window to display. For more information about these windows, see Monitoring Signature

Center Devices.

• The options for Pick-up, Privacy, and Non-Safety Caps are selected on the Signature Device Preferences Window – Preferences tab.

Capturing Signatures

In order to collect a signature, there must be a patient from whom a signature is required for each instance of collecting: prescription pick-up, privacy, and Non-Safety Caps authorization. To test the Signature Center functionality, create a test patient by entering a new patient into the system named, John Doe.

1. In Rx Processing, add a new patient named John Doe.

2. In the Patient Summary area, select E-Z OPEN from the drop-down menu in the Safety Cap field.

3. Complete all required fields for entering a new patient and click Save. 4. Click New Rx to create a new prescription for John Doe.

(27)

7. Scan the label at the station with the Signature pad hardware. Prescriptions are usually scanned when a customer arrives to pick-up the prescription. You can scan multiple prescriptions for one customer. The Signature pad has a static window that displays similar to the following:

8. Scanning the label bar code starts a process on the signature pad that requires customer interaction. For this test exercise, you will have to be the customer. Make sure the signature pad is in front of you so you can follow along. The next signature pad window displays similar to the following:

9. The prescription that you scanned should already be displayed on the pad. If a customer has multiple prescriptions to pick-up, you can scan them all at this time.

NOTE: This screen displays the Rx number AND the patient’s name. The

patient’s name displays because the option Display patient’s name with Rx on

signature pad is selected on the Preferences tab in the Signature Center

Preference window.

(28)

Press the OK button. A confirmation window displays similar to the following:

10. This screen displays so that the customer can verify the prescriptions that have been scanned. In the event that a prescription was accidentally scanned, the customer can press No here. Pressing No here displays a confirmation screen where the customer can confirm each prescription scanned.

For this exercise, everything is in order, so press the Yes button on the Signature pad. A window displays similar to the following:

11. This is the prescription pick-up confirmation. The default answer for each prompt is Yes. The customer, however, can modify the answer for each if necessary. The answers are recorded in the database. The customer must sign this window using the signature pad. For this exercise, sign for the patient and press Accept.

NOTE: Signature Center does not consider insurance claims during pick-up.

(29)

A window displays similar to the following:

12. This window enables the patient or the patient’s representative picking-up the prescription to acknowledge the store’s privacy policy. For this exercise, select the option I’m the patient’s representative.

NOTE: When either the Accept or Decline button is pressed on the privacy

acknowledgement window, the NPP ACK field in the Patient Maintenance window in Rx Processing is automatically updated with the appropriate designation.

13. Sign the pad and press Accept. A window displays similar to the following:

14. This window enables the patient to authorize the use of Non-Safety caps for their prescription.

NOTE: Pressing the Decline button on this window automatically changes the

Safety Cap field in the Patient Maintenance window to Safety.

(30)

Reviewing Signatures

Signature Center enables you to review signatures that you have captured for prescription pick-ups, privacy notifications, and Non-Safety cap authorizations. This section describes how to review signatures for each type of capture. For this exercise you must have completed the previous section – Capturing Signatures.

Reviewing Pick-up Signatures

1. To review a prescription pick-up signature, click Select | Signature | Pick-up from the menu bar:

The Select Pick-up Signature window displays similar to the following:

(31)

The Select Pick-up Signature window displays similar to the following:

3. Highlight the row that displays DOE and click Select. The Pick-up Signature Viewer window displays similar to the following:

(32)

(33)

Reviewing Privacy Signatures

1. To review a privacy acknowledgement signature, click Select | Signature |

Privacy from the menu bar.

The Select Privacy Signature window displays similar to the following:

(34)

The Select Privacy Signature window displays similar to the following:

3. Highlight the row that displays DOE and click Select. The Privacy Signature Viewer window displays similar to the following:

(35)

(36)

Reviewing Non-Safety Caps Signatures

1. To review a Non-Safety Caps signature, click Select | Signature | Non-Safety

Caps from the menu bar.

The Select Non-Safety Caps Signature window displays similar to the following:

(37)

The Select Non-Safety Caps Signature window displays similar to the following:

3. Highlight the row that displays DOE and click Select. The Non-Safety Caps Signature Viewer window displays similar to the following:

(38)

(39)

Using the Station Emulator

The Station Emulator is a new feature that is a part of Signature Center and can greatly enhance workflow and customer service during prescription pick-up.

The Station Emulator application runs on those computers that have scanners and signature pads connected to it. The application starts automatically, by default, except on Windows Server 2003 machines.

If you want to start the Station Emulator manually, you can start it by double-clicking its icon:

NOTE: The Station Emulator must be running on each machine that has Signature

Center hardware attached in order for that station (signature pad and scanner) to function properly.

System Tray Notification Icon

When the Station Emulator starts, an application icon is added to the System Tray Notification area on the Windows Task Bar, similar to the picture below:

1. Place your mouse pointer over the icon to display popup text, such as:

Station: N Active: O – where N is the number of stations configured for this

(40)

2. Double-click the system tray icon to open the Status window similar to the following:

This window displays a status for each station connected to the machine.

3. Right-click the system tray icon to bring up a shortcut menu similar to the following:

Each configured station for that computer has an entry in the menu. If the station is inactive or the application failed to initialize the station, then the entry is not selectable.

NOTE: A check next to the station name indicates that an associated Emulator

(41)

Station Emulator Window

This window has the ability to emulate, in real time, the display on the signature pad. In addition, pharmacy staff can use their mouse pointer to provide input to the Station Emulator window which in turn manipulates the signature pad screen in real time. It is important to note, however, that signatures can only be captured at the signature pad.

Signature Center Getting Started Guide