# Chapter 5: Choose My Pharmacy® PMS Support # PioneerRx **Prescription Report** 1. Go to the **Rx** tab 2. Select the **binocular icon** in the Data Entry section 3. In the **Completed Between** line, enter the date range 4. Press **Search (F12)** to generate the report Once the report has been generated, create a new report design layout. 1. In the drop-down box next to View, select **Expanded with Comments** 2. Select the **Field Chooser icon** [![image.png](https://docs.rxsafety.io/uploads/images/gallery/2023-08/scaled-1680-/S9Bimage.png) o](https://docs.rxsafety.io/uploads/images/gallery/2023-08/S9Bimage.png)n the left side of the screen 3. Check the boxes of the data fields you want to report
**PioneerRx**
Date Filled
Days Supply
Dispensed Item Name
Dispensed Item NDC
Dispensed Item Strength
Dispensed Quantity
Origin
Patient Age
Patient Ethnicity
Patient Gender
Patient Paid Amount
Patient Primary Address
Patient Primary Zip Code
Patient Race
Patient Serial Number/Patient Central ID
Pharmacy NCPDP
Primary ICD10 Code
Primary ICD10 Code Description
Refill Number
Rx Number
Sig Code
4. Select the **blue plus sign** next to the View drop-down box 5. Name the layout 6. Press **Search (F12)** to regenerate the report with new data fields Export the report to an excel file. 1. Select **Menu** in the top right corner of the green results box. 2. Choose **Export to Excel** 3. Name and save Excel document **Patient Weight & Allergy Report** 1. Go to **Patient** tab 2. Select the **binocular icon** in the Patient section 3. In the **Activity Between**, enter the same date range used to generate the prescription report 4. Press **Search (F12)** to generate the report Once the report has been generated, use the steps to create a new report design layout from above that includes **Serial Number, Weight, and Allergies** and regenerate the report. Export, name, and save the report as an Excel document. **Patient Serum Creatinine Report** **\*\*If your pharmacy does not collect serum creatinine, there is no need to submit a report\*\*** Create a patient category. 1. Go to the **System** tab 2. Select the **Category icon** 3. In the Category Scope drop-down box, select **Patient** 4. Press the **green plus sign** on the right side to create a new category 5. Provide a name and description for the category 6. Choose **Auto** in the Type drop-down 7. In **box B (Any of These)**, press the **green plus sign** 8. Choose **Any Lab Greater Than** as a filter 9. Choose **Comprehensive Metabolic Panel – Creatinine, Serum (SCr)** as the lab E. Enter 0 in the **Greater Than** box P. Press **Save (F12)** 1.. Make sure the status of the category is **active** and press **Save (F12)** You must process the category for it to immediately work, or it will not become active until the next day. .1. Select the **Actions** drop in the top right 2. Choose **Process Category Auto Filter Rules** and follow the prompts Use the patient category to generate a patient report ... Go to **Patient** tab 2. Select the **binocular icon** in the Patient section 3. In the **Activity Between** line, enter the same date range used to generate the prescription report 4. From the **Category** drop-down, select the patient category. 5. Press **Search (F12)** This will generate a report of all the patients in your system with a SCr value on file. Choose or create a layout that includes the Serial Number. Export the report to an Excel document. # ComputerRx 1. Create a view for your data. a) You’ll first want to create a “view” including all of the data-points you want, and none of the data-points you don’t want. Run a very limited dispense report (like filled today) by navigating to Reports>Dispensing Report>Detailed Dispensing. i. ComputerRx will pull up your dispense report with your default view. ii. In the top right of the screen, Press the blue + sign next to the view dropdown to create a new “view” - name it something like “Seguridad” iii. Customize the view to match the data request, generally as follows: 1. Include columns (these are the specific data element names in ComputerRx): - Patient Record (please be sure you are selecting Patient **Record** and *not* Patient **ID**, as they are different) - Date - Drug - NDC - Patient Age - Diag. Code 1 - Rx Origin - Day Supply - Quan. - Sig - Patient Address - Patient Zip - Sex - Race - Ethnicity 2. Additional data elements *that may not be available for download. Please find the closest match if possible*: 1. Patient Allergies 2. Patient Serum Creatinine 3. Species 4. Patient Weight 5\. ICD-10 Description 3. You may need a few more or a few less columns depending on the specific data request. iv. Save the “view” as you have it set by clicking the Save button (floppy disk). 2. Pull the data requested a) Put in filters for the specific request. For example: i. In Start Date, put 1/1/2021, and End Date put 3/30/2021. (Quarterly results aid in data pull) ii. The report will build (it may take some time). b) Once the report has loaded and been filtered, press export at the bottom middle left of the screen to generate an excel file. c) Name the excel appropriately per the work order, for example “Seguridad NABP DATE”. # Liberty **Generating Reports for Liberty**
1. Select “Reporting” on the top 2. Select “Rx Data” 3. Right Click Top Row on the pop up box 4. Select "Column Chooser” 5. Add requested Seguridad Data Elements
- Customer ID - Date Dispensed - Drug Name - Drug NDC - Customer Age - ICD Code - ICD10 Description - Origin Code - Customer Allergies - Customer Weight - Customer SrCr - Day Supply - Qty - Sigs - Customer Address - Customer Zip - Customer Species - Customer Gender - Customer Race - Customer Ethnicity
1. Use ‘Advance’ to update the time range 2. Save As Excel on Desktop
# Rx30
**General Field Name** **Rx30 Field Name**
Date Dispensed FILLDATE
Patient Date of Birth PATDOB
Directions DIRECTION 1
Directions DIRECTION 2
Directions DIRECTION 3
Directions DIRECTION 4
Directions DIRECTION 5
Gender GENDER
Patient Address/Household PATADD1
Patient Address/HouseholdPATADD2
Insurance Status PAYTYPE
Medication Days Supply DS
Medication Indication ICD10
RXDIAG 1
Medication Name DRUG NAME
Medication Origin RXORIGIN
NDC NDC
Patient ID PATKEY
Prescription Number RXNBR
Quantity Dispensed QTY DSP
Patient Zip Code PATZIP
# QS/1 QS/1 support is currently unavailable at this time. Please submit your data as best you can using the following generic terms to guide you. Depending on the pharmacy management system, reports may be a single file with all data elements or may be multiple files. Please generate your Seguridad Data Reports from the pharmacy management system and submit the data as **xls**, **xlsx**, or **csv**. - De-identified Patient ID (patient serial number, customer ID, patient record) - Date Dispensed - Drug Name - Drug NDC - Customer Age (patient age) - ICD-10 Code - ICD-10 Description - Origin Code (prescription origin status, walk-in, electronic, telephone) - Patient Allergies - Patient Weight - Patient Serum Creatinine - Days Supply - Quantity Dispensed - Sig/Directions - Patient Address - Patient Zip Code - Patient Species (Human, Cat, Dog) - Gender - Race (White, Black, Asian, etc) - Ethnicity (Hispanic, Non-hispanic) If you are unable to pull a specific data field - that is ok. Some pharmacy management systems do not report or save all data elements. Pharmacy performance may be lower in some measures, but Seguridad will work with the pharmacy management system to make this a reportable data element in the future. Once you have submitted your data, please reach out to support@choosemypharmacy.com stating your pharmacy's NCPDP number and which PMS you submitted data from. A member of our team will reach back out to your with further information. # MicroMerchant MicroMerchant support is currently unavailable at this time. Please submit your data as best you can using the following generic terms to guide you. Depending on the pharmacy management system, reports may be a single file with all data elements or may be multiple files. Please generate your Seguridad Data Reports from the pharmacy management system and submit the data as **xls**, **xlsx**, or **csv**. - De-identified Patient ID (patient serial number, customer ID, patient record) - Date Dispensed - Drug Name - Drug NDC - Customer Age (patient age) - ICD-10 Code - ICD-10 Description - Origin Code (prescription origin status, walk-in, electronic, telephone) - Patient Allergies - Patient Weight - Patient Serum Creatinine - Days Supply - Quantity Dispensed - Sig/Directions - Patient Address - Patient Zip Code - Patient Species (Human, Cat, Dog) - Gender - Race (White, Black, Asian, etc) - Ethnicity (Hispanic, Non-hispanic) If you are unable to pull a specific data field - that is ok. Some pharmacy management systems do not report or save all data elements. Pharmacy performance may be lower in some measures, but Seguridad will work with the pharmacy management system to make this a reportable data element in the future. Once you have submitted your data, please reach out to support@choosemypharmacy.com stating your pharmacy's NCPDP number and which PMS you submitted data from. A member of our team will reach back out to your with further information. # BestRx BestRx support is currently unavailable at this time. Please submit your data as best you can using the following generic terms to guide you. Depending on the pharmacy management system, reports may be a single file with all data elements or may be multiple files. Please generate your Seguridad Data Reports from the pharmacy management system and submit the data as **xls**, **xlsx**, or **csv**. - De-identified Patient ID (patient serial number, customer ID, patient record) - Date Dispensed - Drug Name - Drug NDC - Customer Age (patient age) - ICD-10 Code - ICD-10 Description - Origin Code (prescription origin status, walk-in, electronic, telephone) - Patient Allergies - Patient Weight - Patient Serum Creatinine - Days Supply - Quantity Dispensed - Sig/Directions - Patient Address - Patient Zip Code - Patient Species (Human, Cat, Dog) - Gender - Race (White, Black, Asian, etc) - Ethnicity (Hispanic, Non-hispanic) If you are unable to pull a specific data field - that is ok. Some pharmacy management systems do not report or save all data elements. Pharmacy performance may be lower in some measures, but Seguridad will work with the pharmacy management system to make this a reportable data element in the future. Once you have submitted your data, please reach out to support@choosemypharmacy.com stating your pharmacy's NCPDP number and which PMS you submitted data from. A member of our team will reach back out to your with further information. # FSI Foundation Systems FSI Foundation Systems support is currently unavailable at this time. Please submit your data as best you can using the following generic terms to guide you. Depending on the pharmacy management system, reports may be a single file with all data elements or may be multiple files. Please generate your Seguridad Data Reports from the pharmacy management system and submit the data as **xls**, **xlsx**, or **csv**. - De-identified Patient ID (patient serial number, customer ID, patient record) - Date Dispensed - Drug Name - Drug NDC - Customer Age (patient age) - ICD-10 Code - ICD-10 Description - Origin Code (prescription origin status, walk-in, electronic, telephone) - Patient Allergies - Patient Weight - Patient Serum Creatinine - Days Supply - Quantity Dispensed - Sig/Directions - Patient Address - Patient Zip Code - Patient Species (Human, Cat, Dog) - Gender - Race (White, Black, Asian, etc) - Ethnicity (Hispanic, Non-hispanic) If you are unable to pull a specific data field - that is ok. Some pharmacy management systems do not report or save all data elements. Pharmacy performance may be lower in some measures, but Seguridad will work with the pharmacy management system to make this a reportable data element in the future. Once you have submitted your data, please reach out to support@choosemypharmacy.com stating your pharmacy's NCPDP number and which PMS you submitted data from. A member of our team will reach back out to your with further information.