Medications - Multi-Action Workflow for Usage, Transfer, Remove, Receive, and Count

Medications - Multi-Action Workflow for Usage, Transfer, Remove, Receive, and Count

Purpose Statement

The Multi-Action workflow within the Medications module enables Fire/EMS personnel to perform multiple medication-related actions in a single streamlined process. This functionality improves efficiency by allowing users to combine operations such as removing expired medications while simultaneously receiving replacements, reducing redundant data entry and ensuring accurate medication tracking throughout complex inventory transactions.

Background Information

Medication management often requires multiple sequential actions to maintain accurate inventory records and regulatory compliance. The Multi-Action workflow recognizes that real-world medication handling frequently involves compound operations—such as removing expired stock and immediately restocking, or transferring medications between kits while documenting usage. By consolidating these actions into a single workflow, the system reduces administrative burden, minimizes data entry errors, and maintains comprehensive audit trails for controlled substance compliance. This feature is available for both Med Kits and Med Supply, ensuring consistent processes across all medication inventory types.

Required Permissions

Users must have appropriate permissions within the Medications module to perform multi-action workflows. Required permissions typically include:

  • Medications module access
  • Med Kits or Med Supply management permissions
  • Medication action permissions (usage, transfer, remove, receive, count)
  • Electronic signature permissions
  • Med Log access permissions

Contact your system administrator if you cannot perform medication actions or access the multi-action workflow.

Video

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Step-by-Step Guide


1. Click on Med Kits or Med Supply within the Medications Module.

Med Kits will be used for this demonstration, however, the process to perform Multi Actions is the same for Med Supply.


Click on Med Kits or Med Supply within the Medications Module.


2. Locate and select the Med Kit the actions will be performed for.


Locate and select the Med Kit the actions will be performed for.


3. Click on the action that is to be performed.


Click on the action that is to be performed.


4. Perform the selected action.

In this instance the action selected was Remove.


Perform the selected action.


5. Additional actions may be performed by selecting one from the Add Action Dropdown.


Additional actions may be performed by selecting one from the Add Action Dropdown.


6. After selecting an additional action, Click on Continue inside the Multi Action modal.


After selecting an additional action, Click on Continue inside the Multi Action modal.


7. Perform the necessary steps for the action.

In this instance, the Receive action was selected.


Perform the necessary steps for the action.


8. If the necessary, the additional action may be removed by selecting Remove Action from this Flow.


If the necessary, the additional action may be removed by selecting Remove Action from this Flow.


9. Click on Remove inside the modal to remove the action.


Click on Remove inside the modal to remove the action.


10. An option to Complete and Sign Later may be used in lieu of Sign and Finish.


An option to Complete and Sign Later may be used in lieu of Sign and Finish.


11. If Complete and Sign Later was selected, those actions pending signature are found by selecting the Dashboard within the Medications module.


If Complete and Sign Later was selected, those actions pending signature are found by selecting the Dashboard within the Medications module.


12. To complete those actions, Click on Sign.


To complete those actions, Click on Sign.


13. Perform the necessary steps for signing.


Perform the necessary steps for signing.


14. The action(s) performed will be tracked in the Med Log.


The action(s) performed will be tracked in the Med Log.


Best Practices

Do:

  • Plan the sequence of actions before beginning the multi-action workflow
  • Complete all required fields for each action to ensure accurate documentation
  • Review all actions before final signature to ensure accuracy
  • Verify Med Log entries after completing workflows

Don't:

  • Rush through multi-action workflows without verifying quantities and details
  • Defer signatures indefinitely—complete pending signatures promptly
  • Forget to document required information for controlled substance compliance

Troubleshooting & FAQs

Q: When should I use multi-action workflow versus individual actions? A: Use multi-action workflows when operations are logically connected, such as removing expired stock and receiving replacement inventory, or when managing multiple kits in sequence.

Q: Can I add more than one additional action? A: Yes, you can continue adding actions through the "Add Action" dropdown to create complex workflows as needed.

Q: What happens if I close the workflow before signing? A: If you selected "Complete and Sign Later," the actions are saved and accessible from the Dashboard. If you close without completing or saving, the workflow will be lost.

Q: Can I edit actions after they've been signed? A: No, signed actions create permanent Med Log entries for compliance purposes. Corrections require new transactions with appropriate documentation.

Q: Why can't I see the "Sign" button on the Dashboard? A: Ensure you have pending actions that require signature and that you have appropriate electronic signature permissions.


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