Medications Setup - Count Scheduler

Medications Setup - Count Scheduler

Purpose

  1. The purpose of the article is to help navigate and create new count schedulers.

Video



Instructions


1. Begin by navigating to the Medications module and selecting on Setup.


Begin by navigating to the Medications module and selecting on Setup.



2. Now select on the Count Scheduler section.


Now select on the Count Scheduler section.



3. At the top of the page you are able to search existing scheduled counts.

Search by one or all of the filters Name, Assigned To and/or Schedule Type then select Apply to filter your list.
Select Reset to clear all selected filters.


At the top of the page you are able to search existing scheduled counts.



4. To begin creating a new schedule count select on Add Scheduler.


To begin creating a new schedule count select on Add Scheduler.



5. From the Count Scheduler modal give the scheduler a name, start date and if you want to set a due time.


From the Count Scheduler modal give the scheduler a name, start date and if you want to set a due time.



6. Select a schedule type from the dropdown list.

There are three choices that will require further information:
  1. Custom
  2. Custom Monthly
  3. Every X Months

Select a schedule type from the dropdown list.



7. When Custom is selected for your Schedule Type this will allow you to set a cycle up to 31 days.

These are days in a rotation period from the start date, not the days of the month.



When Custom is selected for your Schedule Type will allow you to set a cycle up to 31 days.



8. When Custom Monthly is selected you will be able to select a recurring day of the month.

Select a day then from the option dropdown you will be able to choose one, multiple or all of the choices for that selected day.


When Custom Monthly is selected you will be able to select recurring day(s) of the month.



9. When Every X Months is selected you will need to fill in how many months the count will repeat.


When Every X Months is selected you will need to fill in how many months the count will repeat.



10. Now assign this count to an existing med kit or kits from the dropdown.


Now assign this count to an existing med kit or kits from the dropdown.



11. To complete creating your count scheduler select Done.


To complete creating your count scheduler select Done.



12. Columns can be sorted in ascending / descending order by selecting on the column header.






13. To change the status of a count scheduler select on the x within the actions column.


To change the status of a count scheduler select on the x within the actions column.



14. A modal will appear asking if you are sure you want to change the status.


A modal will appear asking if you are sure you want to change the status.



15. By selecting the pencil icon you are able to edit any existing count scheduler.


By selecting the pencil icon you are able to edit any existing count scheduler.



16. To delete any count scheduler select the trash can icon.


To delete any count scheduler select the trash can icon.




17. When deleting a modal will display asking if you are sure you want to delete.

Once deleted the count scheduler cannot be recovered.



When deleting a modal will display asking if you are sure you want to delete.



18. At the bottom of your page you are able to select how many count schedulers will appear within the grid.


At the bottom of your page you are able to select how many count schedulers will appear within the grid.



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