Retail Portal User`s Guide - Release 23 - Retail Portal - Login
Contents
1. IMPORT ID Expiration Date First Name Middle Initial Last Name Suffix Date of Birth 1 1 Address 1 v Address 2 1 2 City State Province v Postal Code Product of Grams Box Total PSE Remove Boxes 1 1 99 0 00 g 0 00 g 0 00 g N Add Additional Product Total Amount q A E Manually Enter Product Information i 3 Other Details O Delayed Entry O Report Suspicious Behavior 15 7 10 Go Gu 16 Figure 15 New Transactions Note All fields with an asterisk indicate a required field The Admin tab appears only 1f you have been given administrative privileges This allows an administrator to add delete or update user profiles Note Some features are site configurable and appear only if your site 1s configured for their use 12 Retail Portal User s Guide Release 23 0 1 Gather Personal Information Section Note Required fields are noted with an asterisk See Figure 15 on page 12 for the following New Transaction entry field locations IMPORTANT If your pharmacy has a hand scanner and the customer has an ID with a barcode then scan the ID to populate the personal information section l 2 ID Number Available on most government issued identification cards ID Type Choose from the drop down menu Options may include e Alien Registration Card e Driver s License ID e2. Transactions W Reports My Profile Help List Users Add User Edit User Pharmacy Edit Product List New Product Request User Role Pharmacy Admin Y User ID GJOHNSTONE First Name George t t tS Middle Name Last Name Johnstone Title Email Address giohnstone yourpharmacy com Phone 502 555 1234 Fax Required GD Figure 43 Edit User Screen 2 Edit the user information as required click Save to save the changes 3 Click Delete to delete the user then click OK to confirm the deletion Resetting a Password The following steps show how an Administrator would reset a password Step 1 through Step 3 describe the steps the administrator takes to reset a user s password Step 4 through Step 8 show the steps the user must take to complete the process Note Ifthe Forgot Password option is enabled for your site then the user can reset their own password See Forgot Password on page 10 for more information To reset a password 1 From the Admin tab List Users page locate the user whose password you want to reset 2 Click Reset Password in that user s row and the Change Password screen appears Figure 44 3 Click Submit to reset the user s password to the user s current User ID in all upper case A 2 Admin Transactions W Reports My Profile Help List Users Create User Reset Password Pharmacy Edit Product List New Product Request User
3. the Pharmacy Administrator completes these tasks 1 Configure each pharmacy PC used for PSE transactions Required 2 Create user accounts by assigning a User Name and Password for each person that will be using the Retail Portal system Required 3 Define and install the Product List of PSE products Required if you do not have an configured product list otherwise this is optional Step 1 Configuring Each Pharmacy PC Used for PSE Transactions The Pharmacy Administrator must configure each pharmacy PC that is used for PSE transactions This one time process is required to ensure that each pharmacy s data is reported to the correct Appriss Network database location Once you configure each pharmacy PC and create a bookmark for the Retail Portal login program pharmacy users can then use that bookmark to open the Retail Portal login page Note Appriss provides to the Pharmacy Superuser or Pharmacy Administrator a Site ID and Pharmacy ID These are pharmacy specific Ds and must be entered exactly as provided Retail Portal User s Guide Release 23 0 To configure a pharmacy PC 1 Have the Site ID and Pharmacy ID handy 2 Enter the URL that your Appriss contact or state administrator provided into your browser press the Enter key and the Retail Portal s Setup screen appears Figure 1 Site ID Pharmacy ID Note Once you enter your Site ID and Pharmacy ID and click Next please bookmark
4. Educational Institutional Issued e Military ID e Other ID e Passport e State Issued ID Note This option list may be shorter depending on your state and local ordinances Import Button Scan the customer s ID then click Import to populate the ID information The Import button only appears 1f a hand scanner has been configured ID Issuing Agency Choose the state from the drop down menu ID Expiration Date Enter the D s expiration date Click on the Find icon If the customer has previously purchased drugs with PSE that were recorded in the Retail Portal database the rest of the customer s information automatically appears in the customer information fields The Find search requires ID Number e ID Type Use the drop down menu to select an ID type ID Issuing Agency Use the drop down menu to select the Issuing Agency Customer Information If the customer has not previously purchased drugs with PSE then enter their customer information in the required fields that include Table 1 Customer Information Date of Birth State Providence Address Postal Code Note indicates a required field Retail Portal User s Guide Release 23 0 13 14 2 Describe Product s Section See Figure 15 on page 12 for the following New Transaction entry fields IMPORTANT If your pharmacy has a hand scanner then scan the product s barcode to populate the Describe Product s section Note If your pharm
5. ID TBAUSCHER First Name Tim Last Name Bauscher User will be required to change password at next login Figure 44 Reset Password Retail Portal User s Guide Release 23 0 33 34 Note When you click Submit in Step 3 above a message appears at the top of the List Users screen Figure 45 he password has been changed to be the same as the person s User ID GSTONE12 uppercase he user will be forced to change this temporary password as soon as they log in Figure 45 Reset Password User Steps 4 The next time the user attempts to log in after the reset they will be required to enter their User ID in all upper case as the User ID and as the Password Figure 47 For example User ID GSTONE12 just had his password reset The first time he logs in Figure 46 he must enter User ID GSTONE12 Password GSTONE12 5 Click Submit and Figure 47 appears Enter User ID and Password to Login User ID Password Select Scanner Choose one Required Gp E Forgot Password Figure 46 Login Screen Retail Portal User s Guide Release 23 0 6 The user decides on a new password and enters that password Note The password must be at least 8 characters including one upper case lower case numeral and special character such as amp Example Passwrd8 The password can not be the same as the User ID The password can not be any of the last three Retail Portal passwords
6. LOUISVILLE KY 40243 05 05 1945 TEST12075935142555142 ID Type Driver s License ID Issuing Agency IN 04 07 2008 13 38 Technician Pharmacist TEST 1207593515163 6928 ADVIL MULTI SYM CP Qty 1 Total Grams PSE g 0 90 Total Transaction Grams g 0 90 1647897 TESTER E TEST 1207593514255 5142 JR 123 AROUND THE CORNER APT 2B LOUISVILLE KY 40243 05 05 1945 TEST12075935142555142 ID Type Driver s License ID Issuing Agency IN 04 07 2008 13 38 Technician Pharmacist TEST 1172505196474 CVS DEC ANTIHIS TB Qty 1 Total Grams PSE g 2 88 Total Transaction Grams g 2 88 1647907 TESTER E TEST 1207593548739 5308 JR 123 AROUND THE CORNER APT 2B EVANSVILLE IN 47715 05 05 1945 TEST12075935487395308 ID Type Driver s License ID Issuing Agency IN 04 07 2008 13 39 Technician Pharmacist TEST 1207593548739 5308 ADVIL MULTI SYM CP Qty 1 Total Grams PSE g 0 90 Total Transaction Grams g 0 90 1821343 BOB T BROWN Il 5 ALOHA AVE SUITE A LOUISVILLE KY 40223 12 27 1968 5000 ID Type Educational Institutional Issued Issuing Agency Other 04 16 2008 00 00 Technician Pharmacist APPRISSUSER NEW PRODUCT Qty 1 Total Grams PSE g 1 25 Total Tablets PEDIACARE DEC DRPS 52 Qty 1 Total Grams PSE g 0 14 Total Transaction Grams g 1 39 Total Transaction Tablets Figure 38 Transaction Detail Report Retail Portal User s Guide Release 23 0 Compliance Detail Reports Compliance Detail Reports prove a list of succ
7. Signature Image SIGNATURE IMAGE MISSING Figure 29 Transaction Complete Screen 22 Retail Portal User s Guide Release 23 0 Note This completes the transaction 2 Admin U Transactions Reports Create New Return Void Transaction Complete Transaction ID Date and Time Result My Profile Help 8800064 0407 2009 12 20 Purchase Override Customer JOHN JONES Detailed Compliance Information Federal Compliance Agent Daily Limit Rule 30 Day Limit Rule Kentucky Compliance Agent 16 Years Old Or Older Sg Per 30 Days Signature Image F RE SCAN SIGNATURE NEW TRANSACTION Figure 30 Transaction Results Note Figure 31 shows the resulting transaction as 1t would look in a transaction report PURCHASE OVERRIDE Transaction ID 8800064 Name JOHN JONES Address 2110 BONNEYCASTLE AWE LOUISVILLE KY 40207 DOB 0101 1970 ID Number 12344325 ID Type Drivers License ID Issuing Agency KY Date O40 2009 12 20 Technician Pharmacist APPRISSUSER Product SUDAFED 12HR 1105 Qty 1 Total Grams PSE g 1 20 Total Transaction Grams q 1 20 Total Transaction Tablets 10 Total Tablets 10 Figure 31 Transaction Override As It Appears In A Transaction Detail Report Retail Portal User s Guide Release 23 0 23 24 Returns Typically the Return function is used when the Transaction Number is unavailable or the purchaser is returning only a portion of a previous p
8. ae Ea e a a wae oe eee 45 Example PSE Products and Their PSE Content 0 000 e eee eens 46 4 Retail Portal User s Guide Table of Contents Retail Portal User s Guide Release 23 0 Product Overview Federal law requires pharmacies to restrict the sale of over the counter drugs containing pseudoephedrine PSE a key ingredient for producing methamphetamine otherwise known as meth Tablets containing PSE must be kept in a secure location and can only be distributed by a pharmacist or pharmacy technician Purchasers are required to provide photo identification as well as their name address date of birth and signature to obtain the tablets The Retail Portal solves the compliance challenges facing pharmacies by replacing manual log books with a single nationwide electronic database This web based application allows pharmacies with an existing point of sale POS application to submit purchase transactions to the Retail Portal while also allowing pharmacies to print a date range based transaction log compliant for their state which can be provided to a law enforcement agency The Retail Portal is easy to use Step by step instructions for using the Retail Portal are included in this brief user manual Note Javascript must be enabled in order for the Retail Portal program to function Initial Configuration There are three steps that must be completed to make your Retail Portal program fully operational Typically
9. have a pre configured product list then you may want to import a product list from a pharmacy with which you are affiliated Figure 3 To add a pharmacy list if your pharmacy does not have a pre configured list 1 Click Yes and the Product Selection screen appears Figure 4 Note If your pharmacy does not have a pre configured list and you select No you will have to enter each PSE product individually ai 2 Admin Transactions Reports My Profile Help List Users Add User Pharmacy Edit Product List New Product Request A product list for your pharmacy was not found but you can create your product list from an existing pharmacy s list By selecting No you will be required to enter each product for each transaction manually Figure 3 Creating a Product List From Another Pharmacy s List 2 Click the radio button next to a pharmacy whose product list you would like to import 3 Click Next and the selected Product List 1s imported for you to edit Figure 5 al 2 Admin Transactions W Reports My Profile Help List Users Add Uset Pharmacy Edit Product List New Product Request belect from one of the pharmacy product list s below and click NEXT You will be allowed to modify this list in the next step if necessary pelect CANCEL to begin entering transactions All transaction product s must be entered manually Belect Product List to create your pharmacy product list starting from an empty list Select Pharm
10. shall be fined not more than 250 000 if an individual or 500 000 if an organization imprisoned not more than five years or both Figure 62 Signature Log Sheet Help Feedback The Feedback tab provides a means for questions and feedback If you have any questions about the Retail Portal click on the Appriss Operations Center link Figure 63 to send us an E mail Questions or Feedback For currently registered users who have questions please contact the Appriss Operations Center a fe would love to hear from you Simply click the icon to link to our feedback website PUN D Do you have any ideas or suggestions on how to improve this service Figure 63 Contact Questions or Feedback Click the Feedback icon to open the Appriss Feedback screen Figure 64 44 Retail Portal User s Guide Release 23 0 Tell us what you think Your opinions and comments are very important to Appriss Due to a high volume of mail we re not always able to provide a personal response but we do read and appreciate all feedback Select feedback category from the dropdown menu Choose a feedback Category Y Your Message complete all the fields below FirstName LastName 2 Email e Message Figure 64 Appriss Feedback Screen Help Browser This site has been tested using Internet Explorer 7 or newer and FireFox 3 or newer If you are using one of these browser versions and hav
11. to Add to Your Product List Retail Portal User s Guide Release 23 0 2 Enter at least three characters of a product description or UPC code in the text box Note Ifa product name or UPC code that matches your search entry and is not currently in Your Product List is found in the Master Product List then these products are listed below your text entry Figure 55 M 2 Admin Transactions Reports My Profile Help List Users Add User Pharmacy Edit Product List New Product Request Master Product List Your Product List Enter Product Description or UPC Code Items listed in Bold cannot be removed at least 3 letters digits 305730180108 0 61g ADVIL COLD amp SIN CAP sud 0 30031 2240 218 0 35g CHILDREN S DIMETAPP DM COLD AND COUGH 42 J 00819600 01 0 36g SUDAFED SEVERE COLD 12 AZ _ 041100802170 2 40g CLARITIN D 12HR 20CT 041100802897 3 60g CLARITIN D 24HR 15CT 7 041100802088 1 20g CLARITIN D 12 HOUR 10CT CNT C DAVENEWPRODUCT2 0 72g SUDAFED TABS 24 S 041100803191 3 60g CLARITIN D 12 HOUR 30C 1041100080431 2 40g CLARITIN D 24 HOUR 10CT 041100080493 1 20g CLARITIN D 24 HOUR 50 0 300850147031 2 40g DRIXORAL CLD amp ALRGY 7363824057187 1 08g MUCINEX D 18CT ADD SELECTED Figure 55 Search for Products to Add to Your Product List 3 Click the checkbox of the product s in the Master Product List you want to add to Your Product List then click Add Selected The p
12. 0031 2240 218 0 359 CHILDREN S DIMETAPP DM COLD AND COUGH 42 0 359 CHLD MOTRIN CLD BR 42 2 40g CLARITIN D 12HR 20CT 3 609 CLARITIN D 24HR 15CT 1 20g CLARITIN D 12 HOUR 10CT 3 609 CLARITIN D 12 HOUR 30CT 041100080431 2 40g CLARITIN D 24 HOUR 10CT 041100080493 1 20g CLARITIN D 24 HOUR 5CT 070030 13250 7 0 363 DAYTIME COLD AND FLU 12 CNT y Enter Product Description or UPC Code at least 3 letters digits 300450902047 1041100802170 3041100802897 3041100802088 3041100803191 Figure 5 Product List Adding and Removing Products Scanner Support File Scan Monitor 1s a scanner support file that loads automatically and must be left running for the scanner to operate properly IMPORTANT Do not close or stop this file Scan Monitor 011232009 10 44 32 01232009 10 44 32 012312009 10 44 32 012312009 10 44 32 0123 2009 10 44 32 022008 10 55 50 01 23 2009 10 57 38 011232009 11 05 06 OTe Ss 2008 11 05 33 012312009 11 06 47 012312009 11 08 30 0123 2009 01 39 23 Scan Monitor Client Sofware Version 2 00 Looking for a connected scanner Scanner iD is 0821840E68 Connecting to web service Scanner is connected to the COMS virtual part 0123 2009 10 44 33 0123 2009 10 44 33 0123 2009 10 45 21 01 23 2009 10 45 27 Established communication with web service READY TO SCAM Information sent Information sent Information sent Information sent Information sent I
13. 38 Adding Products to Your Product List As your pharmacy adds new PSE products to 1ts inventory these products need to be added to Your Product List Note Pharmacy chain products are displayed in bold in Your Product List These products in bold do not have a checkbox so you cannot remove them from the list Clicking the Printable Report link in the Your Product List header creates a PDF file of your products that you can save and print To add products to the Your Product List 1 From the Admin tab click Product List The Product List screen appears Figure 54 on page 38 ll 2 Admin Transactions W Reports My Profile Help List Users Add User Pharmacy Edit Product List New Product Request ETS lm MAME Enter Product Description or UPC Code at least 3 letters digits Your Product List Items listed in Bold cannot be removed 305730180108 0 61g ADVIL COLD amp SIN CAP 20 S 0 30031 2240 218 0 35g CHILDREN S DIMETAPP DM COLD AND COUGH 42 300450902047 0 35g CHLD MOTRIN CLD BR 4Z 42 041100802170 2 40g CLARITIN D 12HR 20CT 041100802897 3 60g CLARITIN D 24HR 15CT 041100802088 1 20g CLARITIN D 12 HOUR 10CT 041100803191 3 60g CLARITIN D 12 HOUR D SINUS 16 CNT 041100080431 2 40g CLARITIN D 24 HOUR 10CT _ 041100080493 1 20g CLARITIN D 24 HOUR 0300850147031 2 409 DRIXORAL CLD amp ALRGY 20S 1363824057187 1 08g MUCINEX D 18CT Figure 54 Search for Products
14. 55 DOB 05 05 1945 5142 JR Address 123 AROUND THE CORNER APT 2B LOUISVILLE KY 40243 Oty 1 Grams 0 90 ype PURCHASE Trans ID 1647897 Date 04 07 2008 13 36 a TESTER E TEST 1207593514255 DOB 05 05 1945 5142 JR Address 123 AROUND THE CORNER APT 2B LOUISVILLE KY 40243 ty 1 Grams 2 65 ype PURCHASE Trans ID 1647907 Date 04 07 2000 13 39 3 TESTER E TEST 1207593548739 DOB 05 05 1945 Address 123 AROUND THE CORNER APT 2B EVANSVILLE IN 47715 Oty 1 Grams 0 90 ype PURCHASE Trans ID 1821343 Date 04 16 2006 00 00 Name BOB T BROWN II DOB 12 27 1966 Address 5 ALOHA AVE SUITE A LOUISVILLE KY 40225 Oty 2 Grams 1 39 ype PURCHASE Trans ID 1692627 04 16 2008 14 25 preni a TESTER E TEST 1208373956339 DOB 05 05 1945 Address 123 AROUND THE CORNER APT 2B LOUISVILLE KY 40243 ty 2 Grams 2 55 ype PURCHASE Trans ID 1822508 Date 04 18 2008 13 32 Name ANDREW PARDY DOB 04 16 1970 Address 1012 ST PETE LANE FORT WAYNE IN 46863 Oty 1 Grams 1 20 Figure 37 Transaction Summary Report Transaction Detail Report Transaction Detail reports provide a list of transactions with additional details based on a date range you enter To initiate a Transaction Detail Report 1 From the Reports tab use the Report drop down menu to select Transaction Detail 2 Use the drop down menus to select the report s From Date and To Date Note Click the Specify Time checkbox to add a time to the search crite
15. ADY TO SCAN message in the Scan Monitor window Scan the barcode below directly from this screen or by printing this page out After you hear the two beeps click the Add Scanner button below Your scanner should then appear above with a confirmation message Repeat instructions to add another scanner Add Scanner Figure 58 Scanner Configuration Page Retail Portal User s Guide Release 23 0 Help Tab The Help tab contains 6 selections e Overview e Support e Users Manual e Feedback e Manual Calculation e Browser Help Overview About MethCheck MethCheck Rx captures transaction data electronically through either a secure website or an interface with pharmacy point of sale systems This eliminates the need for paper logs speeding up the checkout experience for pharmacy customers Here s how it works MethCheck Rx serves as the single point of contact for managing compliance ensuring that pharmacies are submitting all required data to law enforcement Where laws require reporting to centrally managed state repositories MethCheck automates this reporting reducing pharmacy reporting overhead lf a user is inactive for 30 minutes the session will timeout The user must log back in to reaccess the system Help Users Manual Click the Users Manual icon to open a PDF version of this manual You can save the PDF file to your PC and you can also print it The Users Manual has a hyperlinked Table of Contents
16. MITH Pharmacy Superuser ResetPassword Allen Anna AALLEN11 Pharmacy Manager Reset Password User New USER1234 PharmacyUser ResetPassword User2 New USER2345 Pharmacy User Reset Password Smith John JOHNSMITHI Reports User Reset Password User Test TESTUSER Pharmacy User ResetPassword Paullus angie APAULLUS Pharmacy Manager ResetPassword Belser Paul PBELLSER Pharmacy Support ResetPassword Caesar Julius JCAESAR1 Reports User ResetPassword PharmUser AmyTest AMYLANMAN PU Pharmacy User ResetPassword Support Appriss APPRISS O Support AOC AOCSUPPORT Pharmacy Support Reset Password Bauscher Tim IBAUSCHER Pharmacy Support ResetPassword feel Dawn DawneeLL Pharmacy Administrator Reset Password Everse Michelle MICHELLEEVERSE Pharmacy Superuser ResetPassword Bond a LYNNBOND Cd pharmacy Suppor z piese Passord aamin eham PHARMADMIN f Pharmacy Administrator Reset Password COE Pharmacy User Reset Password user repos REPORTSUSER Reports User ResetPassword angie ANGIEPAU Pharmacy Manager ResetPassword Figure 42 List Users Retail Portal User s Guide Release 23 0 Editing User Information Use this feature to change a user s Name or User Role To edit user information 1 From the User ID column of the List Users page Figure 42 click on a User ID and the Edit User screen appears Figure 43 l 2 Admin
17. Retail Portal User s Guide Q Software Release 23 0 rss Issued May 25 2011 Supersedes Release 22 0 Appriss 2009 2011 All Rights Reserved Appriss Inc 10401 Linn Station Rd Louisville KY 40223 3842 Retail Portal User s Guide Table of Contents Issued May 25 2011 PFOGUCUOVEIVICW coca AAA eS ace 5 Initial Configuration cinta iS AS 5 Step 1 Configuring Each Pharmacy PC Used for PSE Transactions 5 Step 2 Creating User Accounts 0 occccccc eee 6 Step 3 Defining and Installing Your Pharmacy Product List 7 Scanner Support lO tir AA A A Bae 8 Retail POMal LOGAN carr dadas ee A a ah e AAA 9 Assigning the Scanner Color for Each Retail Portal Terminal 9 Forg t PassWord acid aria ida da id ii A da 10 Transactions TAD vue aaa a a a A a add 12 Creating a New Transaction 0 0000 ec ee 12 1 Gather Personal Information Section 0 0 0 0 ce eee 13 2 Describe Product s Section deus terio bola ind Se Ske eee a beaded eee ee dee 14 3 Other Details Seco at ac Ste teed on es Si eh Ed eo aks Pa ee OSE Se 15 Submitting the Transaction 0 0 cc ee 15 Pharmacies With Scanning Devices 0 0 0 0 ccc ee eens 16 Pharmacies Without Scanning DeviceS aaua aaa aa aaaea eee ees 18 BIOCKEG I FANSAClONG 2 34 4 ce dare daria dde as 19 Support for Blocked Transactions 0 auaa ee ee 20 OVE riding a TrahSaClOn 2227020 20sy netsta
18. acy ID Pharmacy Name Products ARIWALMO10 Wal Mart Store 45 1815 E Highland Drive ADDRSS Jonesboro AR 72401 ARIVWALMO2Z0 Wal Mart Pharmacy 512 Industrial Dr Trumann AR 72472 ARIVWALMO14 Wal Mart store 58 800 Hwy 64 Wynne AR 72396 4 Click the check box of all non bold products you want to remove from the Your Product List section shown in Figure 5 Note Products in bold are not removable from the list 5 Click Remove Selected to remove these products from the list 6 From the Master Product List section begin to enter a product you want to add to Your Product List Products matching the letters you enter appear in a list and an Add Selected button appears 7 Click the checkbox next to each product you want to add to Your Product List Retail Portal User s Guide Release 23 0 8 Click the Add Selected button to add the new products to Your Product List al 2 Admin J Transactions 1 Reports My Profile Help List Users Add User Pharmacy Edit Product List New Product Request Master Product List Your Product List Items listed in Bold cannot be removed 7305730180108 0 61g ADVIL COLD amp SIN CAP 20 S 305730198103 0 309 ADVIL MULTI SYM CP 10CT 0573 2660 12 1 44g ALAVERT D 12HR 12 CNT 0573 2660 24 2 889 ALAVERT D 12HR 24 CNT 7325866041210 1 20g ALEVE COLD SINUS 10CT 0310158 00712 8 0 729 BC ALLERGY AND SINUS HEADACHE 12 PK 1300244081026 0 60g BRONKAID CAPLET 24 S 3
19. acy does not have a hand scanner then enter the product information as 10 11 12 13 shown in Steps 9 through 13 Import Button Once you scan the PSE product then click Import to populate the product fields The Import button only appears if a hand scanner has been configured Product PSE content and PSE totals e Grams Box shows the total grams of PSE for each box e Total PSE multiplies the grams of PSE per box times the number of boxes e Total Amount shows the summary of grams for all PSE items for this transaction Note Clicking the Remove icon removes the selection from the transaction of Boxes Enter the number of boxes being purchased Note As you enter the number of boxes should the total grams of PSE exceed any limitations a red warning message appears above the Gather Personal Information section and the transaction is halted until a legal amount is entered or if your state allows purchase overrides the transaction is manually overridden Product Begin typing the first letters of the product name or the first few numbers from the UPC and a pick list of PSE products matching your entry appears Select a product from the list Note During the initial site configuration Appriss provides a list of the most commonly purchased products containing PSE If the site administrator chooses to accept the list then its products are used to populate the site s PSE product list The pharmacy configures addition
20. al PSE products from the Admin tab s Product List option Add Additional Product If more than one type or brand is purchased click on the Add Additional Product icon This adds an additional product selection process to this transaction Manually Entered Product Information If the drug being purchased does not appear in the Product menu click on the Manually Entered Product Information box Enter the required information manually including e Product Name e Quantity of Packages e Total Grams PSE Note See Transactions Tab on page 12 for specific instructions Retail Portal User s Guide Release 23 0 3 Other Details Section See Figure 15 on page 12 for the following New Transaction entry fields 14 Delayed Entry If the transaction 1s entered into the Retail Portal system any time after the purchase was made click on the Delayed Entry checkbox and enter the appropriate transaction date Figure 16 The Transaction Date can not be in the future 3 Other Details Delayed Entry Transaction Date fs C Report Suspicious Behavior Figure 16 Delayed Entry Transaction 15 Report Suspicious Behavior If the customer attempts to purchase more than the legal limit or shows suspicious behavior click on the Report Suspicious Behavior checkbox Figure 17 Note Use the Reason drop down list to select the suspicious behavior type In the Detail entry box enter a detailed description of the suspicious behavior Not all s
21. and Index Click on any of these hyperlinks to jump to that subject Note Print the manual in duplex front back mode to preserve its flow lf you cant find answers to your questions in the Help section please refer to the user manual located below For questions that are not answered by the user manual please contact your account executive or send your question via email to ___ appriss com Your link may vary Figure 59 Users Manual Help Manual Calculation Figure 60 shows the formula used to manually calculate total grams of PSE of Tablets x PSE Content per Pill 1000 Figure 60 Calculating Total Grams Total Grams PSE 42 Retail Portal User s Guide Release 23 0 Figure 61 shows the same formula applied to boxes of PSE 1 box of 24 Tablets x 30 mg PSE per Pill 1000 2 boxes of 24 Tablets x 30 mg PSE per Pill 1000 2 Total Grams PSE 1 44 Total Grams PSE 3 boxes of 24 Tablets x 30 mg PSE per Pill 1000 Figure 61 Calculating Total Gram for Boxes 2 16 Total Grams PSE Help Support The Support page has a number of helpful documents such as e Helpful Documents Frequently Asked Questions Pharmacy Support Document e Training Documents Retail Portal Job Aid Retail Portal Learning Guide Retail Portal Cut Sheet e Signature Slips Retail Portal Signature Log See Figure 62 for an example signature log sheet Signature Pad This is a page of signature slips to be used with scanne
22. canning device to scan signature confirmation slips for CMEA compliance If your pharmacy does not have a scanning device then see Pharmacies Without Scanning Devices on page 18 for more information Pharmacies With Scanning Devices If your pharmacy has a hand scanner then a screen similar to Figure 19 appears when you click the Yes button in the screen shown in Figure 18 2 Admin Transactions W Reports My Profile Help Create New Return Void Transaction Complete Transaction ID 0 7 3049 Result SUCCESS Customer JOHN JONES Detailed Compliance Information Federal Compliance Agent Daily Limit Rule 30 Day Limit Rule Kentucky Compliance Agent 16 Years Old Or Older 9g Per 30 Days ignature Image SIGNATURE IMAGE MISSING INEWITRANSACTION Figure 19 Transaction Summary 16 Retail Portal User s Guide Release 23 0 1 Have the customer sign the Transaction Signature Slip Figure 20 WARNING Section 1001 of Title 18 United States Code states that whoever with respect to the logbook knowingly and willfully falsifies conceals or covers up by any trick scheme or device a material fact or makes any materially false writing or document statement or entry shall be fined not more than 250 000 if an individual or 500 000 if an organization imprisoned not more than five years or both Transaction 1D Initials X BER a Ah PS RAT Figure 20 Transaction Signature Slip 2 Write the Transac
23. e purchase information 1s saved and now appears in the reports for that day PURCHASE Transaction ID 8800049 Name JOHAN JONES Address 2110 BONNEYCASTLE AWE LOUISVILLE KY 40207 DOB 01 01 1970 ID Number 12544525 ID Type Drivers License ID Issuing Agency KY Date 04 07 2009 11 50 Technician Pharmacist APPRISSUSER Product SUDAFED 24HR TAB I0CT Qty 1 Total Grams PSE g 2 40 Total Tablets Total Transaction Grams g 2 40 Total Transaction Tablets inlss writing or documen statement or entry shall be fined n 250 000 f an marcial o 500 000 f an organization in Huan fe yeas ene 240 Fama Don Sp Figure 22 Compliance Detail With Signature Report Screen Pharmacies Without Scanning Devices If your pharmacy does not have a scanning device then a screen similar to Figure 23 appears when you click the Yes button in the screen shown in Figure 18 on page 16 2 Admin Transactions Y Reports My Profile Help Create New Return Void Transaction ID 3216630 Date and Time 04 30 2006 06 31 Result SUCCESS Customer GLENN USHER Detailed Compliance Information Federal Compliance Agent Daily Limit Rule 30 Day Limit Rule IN Compliance Agent 16 Years Old Or Older 3g Per 7 Days 3g Per Transaction IN Vanderburgh County Compliance Agent 16 Years Old Or Older 2pkg Per 7 Days 2pkg Per Transaction f f f f f f f f f f f Figure 23 Transaction Summary 18 Retail Po
24. ears When each Retail Portal terminal is logged into by a Retail Portal user for the first time of the day or after a reboot the scanner being used at that terminal must be assigned a color Figure 8 Each scanner has a different color label red blue green etc to associate that terminal s transactions with its assigned scanner Example Terminal 1 Red Terminal 2 Blue Terminal 3 Green 2 Admin ii Transactions Y Reports My Profile Help Create New Return Void 1 Gather Personal Information Before you can scan and import transaction information you must first select a scanner Choose one ID Number ID Type Driver s License ID Figure 8 Select Scanner Drop down Menu Retail Portal User s Guide Release 23 0 lt q y Figure 9 Hand Scanner Forgot Password Not all sites have this option which allows you to reset your password If the Forgot Password text does not appear at the bottom of the login screen as shown in Figure 7 on page 9 then your site 1s not configured for this option Contact your pharmacy administrator for help If you forgot your password 1 Click Forgot Password in the login screen and Figure 10 appears 2 Enter your User ID and Email address and click Submit to display the message shown in Figure 11 Forgot Password Request Enter User ID and Email User ID Email Required Submit Figure 10 Forgot Password Screen Note You wil
25. elp List Users Create User Pharmacy Edit Product List New Product Request Scanner Configuration No active scanner is selected for this session You may select the active scanner by checking the box corresponding to your scanner or you may select it on the transaction page istered Scanners The following scanners are configured for this pharmacy Use for this login Scanner Name Alias Scanner S N delete edit E LOADTESTDONTUSE loadtestscanner delete edit BLACK asdfasdfasdf delete edit ANGIES TEST GUN 08227A207D delete edit Scanner1 Dave 09194B0A29 delete edit Angie s Test Blue 08044A022B delete edit Jeffs Xenon 10102A001F delete edit O Angie s Xenon 10341B044F Check this for the scanner that you want to use for transactions on this PC during this login session Add Scanner Instructions If you haven t done so already please complete the installation instructions for your Honeywell Compatible Hand Held Scanner located here After completing the installation instructions for your Honeywell Scanner follow these steps to register the scanner 1 Make sure the scan monitor client is installed on your PC and is running If the scan monitor client is not already running you can enable the client software by following these steps 1 Make sure the scanner is plugged in 2 Goto Start gt All Programs gt Retail Portal Device Controller gt Retail Portal Device Controller 3 You should see a RE
26. er user roles should be set lower than Pharmacy Admin Roles shown in Figure 49 are in hierarchal order 4 Click Add to add the new user and return to the Admin tab List Users page The user account you just created is now in the list of users and a confirmation of the creation appears Figure 50 MELFAMEE has been created The password has been set as the person s User ID MELFAMEE uppercase The user will be forced to change this temporary password as soon as they log i Figure 50 New User Creation Confirmation Message The first time the user logs in they will be required to 1 Enter their User ID in all upper case as their User ID 2 Enter their User ID in all upper case as their Password Figure 51 Note This is the same process as a Password Reset 3 Click Submit and the Change Password screen appears Figure 52 Enter User ID and Password to Logi User ID MELFAMEE Password eeecsecseee Select Scanner Color Choose one Required Gap Gz Forgot Password Figure 51 User s First Login 36 Retail Portal User s Guide Release 23 0 4 Enter a new password then re enter the same password Note The password must be at least 8 characters including one upper case lower case numeral and special character such as amp Example Passwrd8 The password can not be the same as the User ID 5 Click Save and the user s new password is saved and t
27. essful transactions signature slips for scanned transactions voided transactions and purchase overrides for the date range you enter To initiate a Compliance Detail Report 1 From the Reports tab use the Report drop down menu to select Compliance Detail with signature 2 Use the Date Range drop down menus to select the report s From Date and To Date Note Click the Specify Time checkbox to add a time to the search criteria 3 Click Submit The Compliance Detail Report appears Figure 39 3 Admin i Transactions Compliance Report for 11 04 2008 00 00 EST 12 03 2008 23 55 EST Help My Profile Transaction ID 8751053 Name Address DOB ID Number Date Product Transaction ID Name Address DOB ID Number Date Product JEFF SESAME 6625 DAMON ROAD LOUISVILLE KY 40223 12 10 1970 2020 ID Type Drivers License ID Issuing Agency KY 11 11 2006 15 18 Technician Pharmacist APPRISSUSER CLARITIN D 12HR 20CT Qty 1 Total Grams PSE g Total Transaction Grams g 2 40 2 40 Total Tablets Total Transaction Tablets 8751055 JEFF SESAME 6625 DAMON ROAD LOUISVILLE KY 40223 12 10 1970 2020 ID Type Driver s License ID Issuing Agency KY 11 11 2006 15 22 Technician Pharmacist APPRISSUSER CLARITIN D 12HR 20CT Qty 1 Total Grams PSE g Total Transaction Grams g 2 40 2 40 Total Tablets Total Transaction Tablets PURCHASE OVERRIDE Transaction ID Name Add
28. h signature Report Transaction Summary Report Transaction Summary reports provide a list of transactions based on a date range you enter To initiate a Transaction Report l Ze From the Reports tab use the Report drop down menu to select Transaction Summary Use the drop down calendar menus to select the report s From Date and To Date Note Click the Specify Time checkbox to add a time factor to the search criteria Click Submit The Transaction Summary Report appears Figure 37 on page 27 2 Admin Transactions Reports My Profile Help Please enter a date range for transaction report Hours Min AM PM From 03 30 2011 FE 128 00 e ame To 04 28 2011 118 558 pu Pharmacy Time Zone US Eastern Specify Time T Required Figure 36 Transaction Summary Report Entry Screen Retail Portal User s Guide Release 23 0 2 Admin Transactions Reports My Profile Help Modify Search ransaction Summary Report for 03 29 2006 00 00 EDT 04 29 2006 23 55 EDT ype PURCHASE Trans ID 1647695 Date 03 31 2008 13 38 Name TESTER E TEST 1207593514255 DOB 05 05 1945 5142 JR Address 123 AROUND THE CORNER APT 2B LOUISVILLE KY 40245 Oty 1 Grams 0 90 ype PURCHASE Trans ID 1639826 Date 04 04 2008 06 46 Name AMY G LANMAN DOB 12 27 1968 Address 123 ANYWHERE STREET EVANSVILLE IN 47708 lty 1 Grams 0 35 ype RETURN Trans ID 1647596 Date 04 07 2000 13 30 Na me TESTER E TEST 12075935142
29. he user is then logged in to the Retail Portal program Change Password Please create a MethCheck password for your profile lt cannot be any of the last three passwords you have used for MethCheck Your password must be at least 8 characters including one upper case lower case numeral and special character Your password cannot be the same as User ID User ID MELFAMEE First Name Mel Last Name Famee New Password Re enter Password Required Figure 52 User Must Change First Password Pharmacy Edit Use this page to enter or change the pharmacy address phone fax or Email information 2 Admin Transactions W Reports My Profile Help List Users Add User Pharmacy Edit Product List New Product Request Name Drug World Address1 444 Market St Address2 laddress2 City Louisville State Kentucky Postal Code 40223 Phone 502 555 5555 Fax 502 555 5555 Email dw dworld com Required GD ED Figure 53 Pharmacy Edit Product List Use this page to add PSE products to or delete PSE products from Your Product List The Master Product List is a comprehensive list of PSE products and is maintained by Appriss Note You can not delete products from the Master Product List Note Product list management and configuration is limited to national brand products and chain identifiable products Retail Portal User s Guide Release 23 0 37
30. ing problems with the display features please contact us at aocd appriss com about your problem Help Training Clicking the Appriss University NPLEx Retail Portal Training link opens a new browser window and shows a short video that walks you through the features and functionality of NPLEx Retail Portal User s Guide Release 23 0 45 46 Example PSE Products and Their PSE Content SUDAFED 24 HOUR Pseudoephedrine Hydrochloride Extended Release Tablets LONG ACTING NASAL DECONGESTANT e Nasal amp Sinus Col pyr tend i olds su 24 X i e Sinus Pressure a e Maximum Strength 5 TABLETS 240 mg EACH Drug Facts Drug Facts Active ingredient in each caplet Purpose Stop use and as Nasal decongestant P ME symptoms do accompanied you get nervo temporarily relieves nasal congestion due to the E you experienc common cold hay fever or other upper respiratory vomiting allergies and nasal congestion associated with a sinusitis If pregnant or bre before use Keep out of reach medical help or co 5 Pills X 240mg 1000 1 2 grams NDC 50580 147 24 TYLENOL COLD eae Ss Headache Sore Throat 4 pa gestion Von Drowsy 24 Pills X 30mg 1000 72 grams Retail Portal User s Guide Release 23 0 Index A Admin Tab 32 Create User 35 List Users 32 New Product Request 40 Pharmacy Edit 37 Product List 37 Adding Products to Your Product List 38 New Product Re
31. is 3 600 grams 8 Enter any notes concerning the product M 2 Admin Transactions D Reports My Profile Help List Users Create User Pharmacy Edit Product List New Product Request Scanner Configuration Request New Product Ent 40 Please fill out the following information to submit a new product request 12 digit Product UPC Fo NDC Product Description De Product Type Select Product Type y Pill Count PO Total PSE 3 600g max gram o amount Notes F Y Gap E Figure 56 New Product Request Required Retail Portal User s Guide Release 23 0 9 Click Submit and the New Product Request is saved and a confirmation screen appears Figure 57 2 Admin Transactions Y Reports My Profile Help List Users Add User Pharmacy Edit Product List New Product Request Product request saved successfully 12 digit Product UPC 234 5678 NDC Product Description Psuedoflex Product Type Tablet Pill Count 24 Total PSE g 11 0 Notes Only available from Canada Required Figure 57 New Product Request Scanner Configuration The scanner configuration page allows you to add delete or edit scanners for your system Clicking the scanner link opens the Honeywell scanner installation guide to provide you with scanner configuration information 2 Admin Transactions W Reports My Profile O H
32. l receive an Email Figure 12 that provides a link that you must either click on to run or if your Email client is not set up for links you can cut and then paste the link into your browser s Location Bar This link is only valid for three days Password Reset Request Password Reset Request You will receive an email containing an authorization key that will allow you to reset your MethCheck password Click on the link and follow the instructions outlined on the web page For further assistance please contact AOC at 1 666 APPRISS or aocd appriss com Figure 11 Password Reset Request 10 Retail Portal User s Guide Release 23 0 3 Once you run the link from your browser the Change Password Security Screen appears Figure 13 A request to reset your password was submitted Please click the link below or copy and paste the URL text into your browser s Location Bar to finish the password reset process This link is only valid for three days https appriss com pharmacy UserChangePassword_imput do kev 40b57006548050c36el def114e46 If you received this message in error please delete this email Figure 12 Email Text 4 Answer the security question Note The security question is the one you chose when you first configured your user information Your security question may differ from the example shown here 5 Enter your new password then re enter it Note The password must be at least 8 characters including one uppe
33. mmunication numbers and rights for users at your site User Roles User Roles provide a means to control access to the Retail Portal features Table 2 shows a list of user roles and their associated privileges Table 2 User Role Privileges Pharmacy Super User Able to get into all pharmacies in one site site level admin and do all functions e Able to see users of site level super user and all other users in that pharmacy Pharmacy Admin e Able to get into one pharmacy and do all functions in one pharmacy Pharmacy Manager e All Pharmacy User privileges and can void transactions Pharmacy User Purchase tab Needs Pharmacy Admin or Pharmacy Manager to login to void transactions Report tab Help tab Reporting e Report tab Only able to access Transaction Reports and Compliance Reports Pharmacy Floater e All Pharmacy User privileges at multiple pharmacies and can void transactions Note This role is only available at some chain pharmacies and possibly some smaller independent pharmacies List Users The List Users screen lists all user names user IDs and roles You can edit user information by clicking on a User ID in the list and you can also change a user s password by clicking on Reset Password in that user s row 2 Admin Transactions W Reports Help List Users Add User Pharmacy Edit Product List Last Name First Name User Id User Role Reset Password Smith Michelle MICHELLES
34. n Ifthe Change Password option does not appear in the My Profile tab s screen as shown in Figure 41 then your site is not configured for this option Contact your pharmacy administrator for help Note The password must be at least 8 characters including one upper case lower case numeral and special character such as amp Example Passwrd8 The password can not be the same as the User ID The password can not be any of the last three passwords you have used for the Retail Portal To change your password l ze 3 4 From the My Profile tab click Change Password and Figure 41 appears Enter your New Password Enter your New Password again Click Submit to save the new password Note The next time you log in the new password is required 2 Admin Transactions Reports My Profile Help My Profile Change Password Please create a password for your profile It cannot be the same as User ID ltcannot be any of the last three passwords you hawe used ltmust be atleast 8 characters with at least one upper case one lower case one number and one special character User ID GSTONE First Name George Last Name Stone New Password Re enter Password Required Gina Ez Figure 41 Change Password Retail Portal User s Guide Release 23 0 31 32 Admin Tab The Admin tab provides you with five screens that enable you to control system access edit your site address and co
35. nformation sent Information sent Information sent Information sent Figure 6 Scan Monitor Screen Retail Portal User s Guide Release 23 0 Retail Portal Log in Once connected to the Retail Portal the Retail Portal Login screen appears Figure 7 To login to Retail Portal 1 Enter your User ID and Password click Submit and the Create New Transaction screen appears Figure 15 on page 12 Note Once you login if you have no activity for a limited number of minutes you will automatically be logged out This time limit is configured specifically for your site Your password will be active for 90 days One week before that you will be reminded by Email to change your password Enter User ID and Password to Login User ID Password GD Forgot Password Figure 7 Login Screen Required Assigning the Scanner Color for Each Retail Portal Terminal This section is for pharmacy terminals that use the hand scanner for Retail Portal transactions Note Ifa pharmacy only has one Retail Portal terminal then the scanner 1s automatically selected and the Select a Scanner drop down menu does not appear in the Gather Personal Information section of the opening Transactions screen Figure 15 on page 12 Note If your pharmacy has more than one scanner then the Select a Scanner drop down menu appears on the Transactions page Figure 8 Once you select a scanner the Select a Scanner drop down menu no longer app
36. on Figure 34 2 Admin Transactions Reports My Profile Help Create New Return Void Enter Transaction ID Number Transaction ID Required Figure 33 Void Enter Transaction Number Note Some pharmacy roles require a supervisor override to void a transaction If this 1s the case a screen appears and requests a user name and password for the Pharmacy Manager authorized to void a transaction 2 Admin Transactions W Reports My Profile Help Create New Return Void Contirm Void Transaction ID 8767108 Customer MEL FAMEE DOB 05 30 1951 Address 2110 BONNEYCASTLE AVE LOUISVILLE KY 40207 ID Number F043013455 PEDIACARE INFANT DROPS Product DECONGESTANT AND COUGH 15M a ere A Are you sure you would like to VOID this transaction Figure 34 Void Confirmation 3 Click Yes to confirm the void The Transaction Voided screen appears Figure 35 Create New Return Void Transaction Voided Transaction ID 6767108 Customer MEL FAMEE DOB 05 30 1951 Address 2110 BONNEYCASTLE AVE LOUISVILLE KY 40207 ID Number F043013455 PEDIACARE INFANT DROPS Product DECONGESTANT AND COUGH 15M A ee Transaction Voided Figure 35 Transaction Voided Retail Portal User s Guide Release 23 0 25 26 Reports Tab There are three types of reports available Transaction Summary Report Transaction Detail Report e Transactions e Voids e Returns Compliance Detail wit
37. quest 40 Removing Products From Your Product List 39 Resetting a Password 33 User Roles 32 B Browser 45 C Change Password 31 Create User 35 Creating a New Transaction 12 E Example PSE Products and Their PSE Content 46 F Forgot Password 10 H Help 42 44 Browser Tab 45 Feedback 44 Manual Calculation Tab 42 Overview Tab 42 Support Tab 43 Training 45 Users Manual Tab 42 I Initial Configuration 5 Configuring Each Pharmacy PC Used for PSE Transactions 5 Creating User Accounts 6 Defining Your Pharmacy Product List 7 P Pharmacies With Scanning Devices 16 Pharmacies Without Scanning Devices 18 Printable Product List Report 38 Product List 37 Adding Products to Your Product List 38 New Product Request 40 Removing Products From Your Product List 39 R Reports 26 Compliance Reports 29 Transaction Detail Report 27 Transaction Reports 26 27 Transaction Summary Report 26 S Scanner Assigning the Scanner Color 9 Scanner Support File 8 Signature Log Sheet 30 Submitting the Transaction 15 T Transaction Detail Report 27 Transaction Summary Report 26 Transactions 12 Blocked Transaction Support 20 Blocked Transactions 19 Creating a New Transaction 12 Overriding a Transaction 21 Pharmacies With Scanning Devices 16 Pharmacies Without Scanning Devices 18 Returns 24 Submitting the Transaction 15 Voiding A Transaction 25 47
38. r case lower case numeral and special character such as amp Example Passwrd8 6 Click Submit and Figure 14 appears Change Password Enter Security Question Answer and Password In which city were you born Po New Password Re enter Password Answer Required Figure 13 Change Password Security Screen 7 Click OK Figure 14 and the Login screen appears 8 Enter your User ID and new password 9 Click Submit to login to the Retail Portal Change Password Your password has been changed Click OK to login with your new password Figure 14 Password Has Been Changed Retail Portal User s Guide Release 23 0 11 Transactions Tab Creating a New Transaction After successfully logging in the default Transaction page appears Figure 15 Each numbered field in Figure 15 1s described in the following pages Note If your pharmacy uses the hand scanners then use the drop down menu that only appears after the initial login to select a scanner color See Assigning the Scanner Color for Each Retail Portal Terminal for more information To create a new customer transaction enter the required information into the fields shown below 3 My Profile Help 1 Create New Return 1 Gather Personal Information Sca customer ID and then click ML ID Number ID Type Driver s License ID ho 6 ID Issuing Agency Kentucky H Find
39. r equipment to submit electronic signatures IMPORTANT Do not scale down the Signature Pad page when you print it Always print it out at full size Altering the size of the printout may affect the success of scanning the slips e Scanner Hardware If you need to reinstall the scanner software for your hand scanner then click the link Help Support Signature Log Sheet The Signature Log Sheet Figure 62 is provided in the event your pharmacy does not use a scanner Print the log sheet and use it to keep track of PSA transactions and signatures See Signature Slips on page 43 to download a Signature Log sheet To save this page as a PDF file so you print it at a later date 1 From the Help Support tab click the Retail Portal Signature Log and the page appears Figure 62 2 From the browser s File menu select Save As and select a folder in which to save the file Retail Portal User s Guide Release 23 0 43 3 Click Save and the PDF file is saved Transaction ID Number Signature WARNING Section 1001 of Tite 18 United States Code states that whoever with respect to the logbook knowingly and willfully falsifies conceals or covers up by any trick scheme or device a material fact or makes any materially false fictitious or fraudulent statement or representation or makes or uses any false writing or document knowing the same to contain any materially false fictitious or fraudulent statement or entry
40. ress DOB ID Number Date Product 8769049 ANGELE PAULLUS 5566 RUER CIRCLE LOUISVILLE KY 40244 07 30 1977 P07550557 12 02 2008 11 10 SUDAFED 12 HOUR Qty 1 ID Type Drivers License ID Issuing Agency KY Technician Pharmacist APPRISSUSER 240 Total Tablets saction Tablets Total Grams PSE g Figure 39 Compliance Detail Report Retail Portal User s Guide Release 23 0 29 30 My Profile Tab The My Profile tab allows you to change your name and contact information and 1f your site supports this feature change your password A new security feature requires you to select a security question and provide an answer to that question My Profile Figure 40 shows the My Profile screen where you can edit your personal information and enter your security question and answer To edit your profile information l 2 3 4 Make any changes to your profile information Select a security question Enter the answer to that question Click Save to accept the changes 2 Admin Transactions Wl Reports My Profile E Help My Profile Change Password User Role Pharmacy User User ID GSTONE First Name George Middle Mame Last Name Stone Email Address gstone appriss com Phone 502 555 1234 Security Question What is your mother s maiden name Required Figure 40 My Profile Retail Portal User s Guide Release 23 0 Change Password Not all sites have this optio
41. ria 3 Click Submit The Transaction Detail Report appears Figure 38 on page 28 Retail Portal User s Guide Release 23 0 27 28 2 Admin Transactions Reports My Profile Help Modify Search Transaction Report for 03 29 2008 00 00 EDT 04 29 2008 23 55 EDT PURCHASE Transaction ID Name Address DOB ID Number Date Product PURCHASE Transaction ID Name Address DOB ID Number Date Product RETURN Transaction ID Name Address DOB ID Number Date Product PURCHASE Transaction ID Name Address DOB ID Number Date Product PURCHASE Transaction ID Name Address DOB ID Number Date Product PURCHASE Transaction ID Name Address DOB ID Number Date Product Product 1647895 TESTER E TEST 1207593514255 5142 JR 123 AROUND THE CORNER APT 2B LOUISVILLE KY 40243 05 05 1945 TEST12075935142555142 ID Type Driver s License ID Issuing Agency IN 03 31 2008 13 38 Technician Pharmacist TEST 1207593514255 5142 ADVIL MULTI SYM CP Qty 1 Total Grams PSE g 0 90 Total Transaction Grams g 0 90 1639826 AMY G LANMAN 123 ANYWHERE STREET EVANSVILLE IN 47708 12 27 1968 1234 ID Type Driver s License ID Issuing Agency IN 04 04 2008 08 48 Technician Pharmacist APPRISSUSER CHLD MOTRIN CLD BR 42 Qty 1 Total Grams PSE g 0 35 Total Transaction Grams g 0 35 1647896 TESTER E TEST 1207593514255 5142 JR 123 AROUND THE CORNER APT 2B
42. roducts are added to Your Product List and removed from the Master Product List Removing Products From My Product List As your pharmacy drops a PSE product from its inventory these products need to be removed from the Retail Portal product list To remove PSE products from the Product List 1 From the Admin Tab click Product List 2 Check the checkboxes next to the products you want to remove from Your Product List Figure 55 on page 39 3 Click Remove Selected and the products are removed from Your Product List and added back to the Master Product List Note Should your pharmacy decide to carry an inventory of these products again simply add them back to Your Product List Retail Portal User s Guide Release 23 0 39 New As new products that contain PSE become available you can request that they be added to the Retail Portal Master Product list Once you submit a request you will receive a reply E mail Product Request within 5 days To enter a new product request l E E From the Admin tab click New Product Request and the New Product Request screen appears Figure 56 Enter the 12 digit Product UPC number exactly as 1t 1s on the product Enter the NDC National Drug Code number Enter a Product Description Use the drop down menu to select the Product Type Enter the Pill Count number of pills in a box Enter the Total PSE PSE per pill x number of pills in a box Note Total PSE allowed
43. rtal User s Guide Release 23 0 Note The Compliance Information section only appears 1f state regulations prevent any sale of PSE 1f the customer has any exceedances based on Federal State limits If your state does not require pharmacies to do the policing part then the Detailed Compliance Information section will not appear Blocked Transactions In situations where a transaction 1s not allowed initially there are four ways to proceed 1 Change the purchase if possible to meet all purchase requirements Fewer boxes lower dosage etc 2 Deny the transaction 3 Deny the transaction and if a support process is in place provide the customer with the transaction number and the support contact information Note Some pharmacies have a support phone number or web site to explain to the customer why their transaction was denied See Support for Blocked Transactions on page 20 for more information Depending on the particular setup for each state using the Retail Portal the support number provided to the customer when he or she 1s denied will vary 4 Override the transaction See Overriding a Transaction on page 21 for more information Note The red check marks shown in Figure 24 show that the purchase was allowed but it failed compliance in the noted areas The Result was a Purchase Override purchase was allowed but compliance failures were detected 2 Admin U Transactions l w Reports My Profile Help Create He
44. rther information about this purchase attempt please fill out the purchase denial slip or have the customer contact the KY Office of Drug Control Policy at 1 666 M F 8 30 AM 4 30 PM The customer will also need the Transaction ID number listed above Figure 26 Example State Support Information Retail Portal User s Guide Release 23 0 Overriding a Transaction There may be times when for safety reasons a transaction that exceeds the customer s purchase limits needs to be overridden The only reason a purchase should ever be overridden if for the safety of the pharmacy staff Note Overridden transactions still appear in the reports To override a transaction 1 If you submit a transaction and a transaction warning appears Figure 27 and you feel there 1s a situation that requires an override click Override and Figure 28 appears 3 Admin D Transactions W Reports My Profile Help Create New Return Void Y Exceeds gram purchase limit 0 000 grams allowed Transaction ID 8800064 D 1 Gather Personal Information Scan customer ID and then click ID Number 12344323 ID Type Driver s License ID w ID Issuing Agency Kentucky W Find ID Expiration Date 05 31 2010 First Name JOHN Middle Initial Last Name JONES Sufi Date of Birth 07 01 1970 Address 1 2110 BONNEY CASTLE AWE Address 2 City LOUISVILLE State Province Postal Code 40207 2 Describe Product
45. s Scan Products and then click 2 of Product l Grams Box Total PSE Remove Boxes SUDAFED 12HR 10 S 300810670135 1 fas 129 1 20 g Q Add Additional Product Total Amount 1 20 q E Manually Enter Product Information 3 Other Details C Delayed Entry C Report Suspicious Behavior Required Cvernmde Figure 27 Transaction Warning Before Override Button Is Clicked Retail Portal User s Guide Release 23 0 2 Click Yes and the Transaction Override Confirmation screen appears Figure 29 2 Admin U Transactions o Reports Ny Profile Help Create New Return Void Confirm Purchase Override Transaction ID S600064 Customer JOHN JONES DOB O101 1970 Address 2110 BONNEYCASTLE AVE LOUISVILLE KY 40207 ID Number 12344323 Product SUDAFED 12HR 10 S Qty 1 Total PSE g 1 20 Are you sure you would like to add this transaction Figure 28 Confirm Purchase Override Note Ifthe scanner 1s not working your transaction is complete 3 Scan the signature slip and click Re scan Signature and Figure 30 appears 2 Admin Transactions Y Reports My Profile Help Create New Return Void Transaction Complete Transaction ID S800064 Date and Time 04 07 2009 15 47 Result Purchase Override Customer JOHN JONES Detailed Compliance Information Federal Compliance Agent Daily Limit Rule 30 Day Limit Rule Kentucky Compliance Agent 16 Years Old Or Older 9g Per 30 Days
46. t ee teGe oe ees Gees ob eee be ee hanes A 21 ROI Sai snes eae Stee sane ee eee Ree Eee hae eee Aa 24 VOIGING A Transaction aa a A a ee a ae ee ee oe ee a 25 REDONS Talitas ds eee eae win eae as ee ea aS Ga eta 26 Transaction Summary Report 0 0 ces 26 Transaction Detail Report 00 ce ees 27 Retail Portal User s Guide Table of Contents 3 Compliance Detail ReportS 00ocococcococ ees 29 MY Proe lab sens add a ees 30 My Protec di 30 Change Password ies usarios taa bee ras 31 AMI Tabs crisi baaa a aa adas ae 32 USCRROIES aria sia 32 EIS USCIS scsi oo aed esac sec wae ita dao 32 Editing USEF Information erario eratwecsiwand 33 Resetting a PassWord 4504 a tek e is E Ree eer DEES PERE a 33 creating a USEF acoso east acs E DE Lakes bee te eeeeeees 35 Pharmacy EQ aras aa ae De ae dida amas 37 Product LIS 2er a dae A Ge ee a 37 Adding Products to Your Product List o ooooooooooo ooo 38 Removing Products From My Product List ooo oooooononono 39 New Product REGUESE sa A AA DA E AA AS IRA A AE S 40 Scanner Configuration 1 iria ae ii A A A 41 HED A A 42 FIED OVCIVIEW tras da Fees 42 Helbe Users Manuals cosa A AAA EA 42 Help Manual Calculati0N ooocococoro ee 42 Helpe SUDDO 2 AA Ao 43 Help Support Signature Log Sheet o ooocoononononon eee 43 FICID FCCOD ACK sana AN 44 HEIDA BlOWSel rinni ne lorca AAA ANDA 45 Help AAA ce ee
47. tates use this feature so 1t may not appear 3 Other Details O Delayed Entry Report Suspicious Behavior Reason Purchased other ingredients that could be used to produce Meth Detail lr Famee also purchased a large number of lithium batteries and several cans of starting Huid Figure 17 Report Suspicious Behavior 16 Submit Once all required information is entered click Submit to begin the purchase confirmation process Submitting the Transaction Once all required information 1s entered you must submit the transaction To submit the transaction 1 Click Submit The Confirm Transaction screen appears Figure 18 2 If the information is incorrect click Edit and make any changes 3 If want to abandon the transaction click No to return to the blank Create New Transaction page All information is lost and the transaction 1s not recorded Retail Portal User s Guide Release 23 0 15 4 Click Yes to add the transaction to the Retail Portal database li Transactions W Reports My Profile Help Create New Retum Void Contirm Purchase Transaction ID 6776049 Customer JOHN JONES DOB 01 01 1970 Address 10401 LINN STATION RD LOUISVILE KY 40223 ID Number 12344323 Product SUDAFED 24HR TAB 10CT Qty 1 Total PSE g 2 40 Are you sure you would like to add this transaction Figure 18 Confirm Transaction The next screen to appear depends on whether or not your pharmacy has a hand s
48. that page before you enter your User ID and Password and click Submit This will aliow you to jump directly to the Login screen Required Figure 1 Retail Portal Setup Screen 3 Enter the Site ID 4 Enter the Pharmacy ID click Next and the Retail Portal login screen appears Figure 2 5 Bookmark the Retail Portal login page Note Bookmarking the Retail Portal login page sets up a link so that each time you want to login to the Retail Portal you do not have to go through the setup process to get to the login screen 6 Enter your User ID and Password click Submit and the Retail Portal opening screen appears Figure 15 on page 12 Enter User ID and Password to Login User ID Password Required ED GD Forgot Password Figure 2 Retail Portal Login Screen Step 2 Creating User Accounts The second step of the initial configuration is for the Pharmacy Administrator to create user accounts for each employee that will be making PSE sales Users can not log in until an account has been setup for them See Creating a User on page 35 for more information Retail Portal User s Guide Release 23 0 Step 3 Defining and Installing Your Pharmacy Product List Depending on your site and pharmacy affiliation one or more of the following screens may appear See Adding Products to Your Product List on page 38 for additional information Your Pharmacy Does Not Have Its Own Product List If your pharmacy does not
49. tion ID number from the Transaction Summary Figure 19 on the Transaction Signature Slip Write your initials on the Transaction Signature Slip 4 Scan the bar code at the bottom of the Transaction Signature Slip Note You will hear a confirmation beep when the scanner has recognized the bar code When the scan completes its upload the Signature Scan Detected screen appears Figure 21 This image is saved to the Appriss Data Network database 2 Admin Transactions wo Reports My Profile Help Create New Return Void Transaction Complete Signature Added Transaction ID 8778049 Date and Time 12 12 2008 11 11 Result SUCCESS Customer JOHN JONES Detailed Compliance Information Federal Compliance Agent Daily Limit Rule 30 Day Limit Rule Kentucky Compliance Agent 18 Years Old Or Older 9g Per 30 Days Signature Image Figure 21 Signature Scan Submission Screen 5 Ifthe signature 1s legible click New Transaction to go to your next sale Retail Portal User s Guide Release 23 0 17 6 Ifthe signature scan 1s not legible then click Re scan Signature and rescan the slip Note The rescanned signature overwrites the previous scan slip The electronic signature 1s saved with the purchase information and now appears 1n the reports for that day Figure 22 7 Ifthe scanner is not working properly then click Remove Signature checkbox to complete the transaction without the signature scan Th
50. urchase To initiate a return transaction 1 From the Transactions tab click Return The Return Transaction screen appears Figure 32 2 Enter all information just as you would in a purchase transaction Click Submit to credit the purchaser for the returned PSE content 2 Admin U Transactions E Reports My Profile Create Hew Return Void 1 Gather Personal Information Scan customer ID and then click ID Number F943013455 ID Type Driver s License ID ID Issuing Agency Kentucky Y W Fid ID Expiration Date 5 31 2010 First Name MEL Middle Initial Last Name FAMEE Suffix Date of Birth 95 30 1951 Address 1 19710 BONNEYCASTLE AVE Address 2 LS nL City LOUISVILLE State Province Kentucky Postal Code 40207 2 Describe Product s Scan Products and then click i l o Grams Box Total PSE Remove Boxes Add Additional Product Total Amount 0 00 g E Manually Enter Product Information Product Required Figure 32 Return Transaction Retail Portal User s Guide Release 23 0 Voiding A Transaction Note Only Pharmacy Managers or higher user roles can void transactions To void a transaction 1 Click Void in the Transaction tab header The Enter Transaction ID Number screen appears Figure 33 2 Enter the transaction number click Submit The Confirm Void of Transaction screen appears with the purchaser s information and product informati
51. w Return Voi Transaction Complete Signature Added Transaction ID 6800057 Date and Time 04707 2009 12 07 Result Purchase Override Customer JOHN JONES Detailed Compliance Information Federal Compliance Agent Daily Limit Rule 30 Day Limit Rule Kentucky Compliance Agent 18 Years Old Or Older Sq Per 30 Days Signature Image writ mont simemen t OF ante Sta shail Be fine 50 on aiaiai or 500 000 if an organization impri ihan DOO wan er beoth a fa gt 8 20052 mu 28 Transaction Ti z i F Figure 24 Blocked Transaction Overridden Retail Portal User s Guide Release 23 0 19 20 Support for Blocked Transactions For states or agencies that provide support for blocked transactions an icon appears after the Transaction ID number Figure 25 Clicking on this icon opens a screen that provides your state s or agency s support information Figure 26 3 Admin li Transactions Reports Create New Return Void My Profile Exceeds gram purchase limit 2 4 grams allowed Transaction ID 2344 B 1 Gather Personal Information 1D Number ID Type Driv Figure 25 Blocked Transaction Figure 26 shows an example of a blocked transaction slip which provides the customer a means to find out additional information concerning the blocked transaction Transaction ID 23443 Pharmacist This customer is over their allowable purchase limit Ifthe customer wishes to receive fu
52. you have used 7 Enter the same new password again 8 Click Submit to save the new password Note The next time the user logs in they will use their User ID and new password Please supply a new password You will not be allowed to perform any activities until your password is updated User ID GSTONE12 First Name George Last Name Stone New Password Re enter Password Required Figure 47 First Login After Reset of Password Creating a User To create a new user to the system 1 From the Admin tab click Create User The Create User screen appears Figure 48 2 Enter the new user s information into the appropriate fields Note The User ID and Password both must be at least 8 characters 2 Admin Transactions Y Reports My Profile Help List Users Create User Pharmacy Edit Product List New Product Request User Role Select a Role v User ID First Name Middle Nam Last Name o Title Email Address FO Phone Fax Required TD Figure 48 Add User Retail Portal User s Guide Release 23 0 35 3 From the User Role drop down menu select a User Role Figure 49 Selecta Role Select a Role Pharmacy Superuser Pharmacy Admin Pharmacy Manager Pharmacy User Reports User Figure 49 User Role Selection Note Only pharmacy administrators should be assigned the Pharmacy Admin role All oth
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