Document Import Rules

Document Import Rules Keri NelsonAccount Manager, Client Services January 21st & 22nd

Barcodes: Rx, Manifest, Static, Dynamic, Patient What are Doc Import Rules? Time of Day Document context Global Routing Rules When a document comes into DocuTrack, it can be evaluated and routed to specific workflow locations based on certain criteria: Source, Phone Lines, Email Addresses

Will demonstrate: Barcodes, RX, Manifest, Static, Dynamic, Patient Configure Rule based on Refill  Submit Refill include Submission status from the Business Unit settings

Will demonstrate: Barcodes, RX, Manifest, Static, Dynamic, Patient Configure Rule based on Dynamic (no STATIC needed) Replacing the need for a STATIC barcode on forms

Source, Phone Lines, Email Addresses Will demonstrate: Configure Rule based on Sources: North/South (Runs)

Will demonstrate: Time of Day

Global Routing Rules

Rules are evaluated in priority order (most restrictive on top) until a page matches the criteria of a rule Prioritizing/Rule of Thumb • Rule of Thumb: • Barcode rules  General Rules (sources, phone lines, email addresses)  Catch All Rules

Helpful Hints and Troubleshooting Display columns within the Import Rules to easily locate specific rules Use document history to determine which rule applied Use document history to determine which rule applied

QUESTIONS / Sample ideas?? Anyone have routing rule they’d like to see created??

Thank You

Document Import Rules

Document Import Rules

Presentation Transcript

IMPORT DOCUMENTATION

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Document stating rules that the government must follow

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Nuclear import

Address import

Overview of Proposed Changes to Rules for Import of LLRW

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Rules, Rules, Rules

Import Auto

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import java.sql. DriverManager ; import java.sql. Connection ; import java.sql. Statement ;

import becker.robots.City; import becker.robots.Direction; import becker.robots.RobotSE;