Changing a Prescription Workflow Status

Workflow statuses can be modified in the Completed tab, providing the following benefits:

  • Pharmacies without POS integration can manually assign workflow statuses.
  • Provides a manual override for workflow statuses automatically assigned at POS integrated pharmacies. For example, a prescription is flagged as ‘Waiting for Pickup’, but should be ‘Waiting for Delivery’; or a $0.00 prescription was not scanned through POS, therefore the prescription remains as ’Waiting for Pickup’ unless it is manually changed to ‘Picked Up’.

To change the workflow status of a prescription:

  1. Go the Workbench > Completed tab.
  2. Do one of the following:
    • To change one prescription: Use the mouse to right-click on the prescription’s Priority column (i.e. the colour-coded column).
    • To change multiple prescriptions: Highlight all prescriptions to be changed, and then use the mouse to right-click on the Priority column for a highlighted prescription.

Note: The right click applies to the prescription on which you have clicked OR if multiple prescriptions are highlighted, the right click applies to all highlighted prescriptions.

  1. The Change Workflow Status menu appears. Make a selection in the menu.

Note: The available options in the menu depend on the current workflow status of the highlighted prescription(s). The letters on the right side of the menu are keyboard shortcuts for each option. In the example below, the highlighted prescriptions are ‘Waiting for Pickup’, so these prescriptions can be changed to ‘Waiting for Delivery’, ‘Picked Up’, or the workflow status can be removed.

  1. The 'Change Workflow Status' window appears. This window displays all highlighted prescriptions and serves two purposes: A confirmation of which prescriptions to update with the new workflow status, and provides the ability to deselect prescriptions that were accidentally highlighted.
  2. Review all prescriptions listed in the window and deselect any prescriptions that should not be assigned the new workflow status.
  3. Press the OK button. The screen returns to the Completed tab and the selected prescriptions have the new workflow status.