Setting Batch Preferences

The Batch Preferences window appears at the beginning of the scheduling process, after the patient or group has been selected.

This window allows you to set preferences that will be applied to the specific batch - the settings are not carried over the next time a batch is scheduled for the sample group. The default values for the window are taken from Group Preferences, Group Rx Status Preferences and Pharmacy Preferences; Batch Preferences provide a final override for the default settings.

Make selections in the Batch Preferences window, and then press the OK button to continue the scheduling process. Pressing the Cancel button returns the screen to the Refill window.

Click on a field on the image below to view its description.

To review or modify your Batch Preferences after you have scheduled a batch, do the following:

1. From the Workbench, highlight a prescription that is part of the batch.
2. Select Rx > Batch. The Batch Profile window opens.
3. Select the Preference button. The Batch Preferences window opens.
4. Review or modify your preferences and select the OK button.
5. Select the OK button to close the Batch Profile window.