Dashboard: Pharmacist Review

The Pharmacist Review dashboard shows all new medication orders and allows pharmacists to track newly submitted orders and mark them as In Progress or Completed. 

Required Permissions: This Dashboard tab is available to Super Admins and users with the Pharmacist role. To enable this feature, Super Admins must navigate to Settings > Instance, and enable the setting Enable Pharmacist Dashboard.

1. To begin, click on the Dashboard tab, then the Pharmacist Review tab.
2. From the Pharmacist Review tab, you can search for orders by the following criteria, or perform the following actions.
   1. Clear all filters: Clears all existing search filters
   2. Print
   3. Export to PDF
   4. Medication: Filter by medication
   5. Patient: Filter by patient
   6. Pharmacist Status: The three options are New Order, In Progress, Completed, and Requires Provider Review. New Order and In Progress appear together by default, but can be changed as needed.
   7. Order Status: The three statuses are Active, Discontinued, and Ended
   8. From Date: This field defaults to the start of the current day, but can be changed as needed by using the calendar that appears when you click on the field.
   9. To Date: This field defaults to the end of the current day, but can be changed as needed by using the calendar that appears when you click on the field. 
3. Once you find the medication orders you want to update, you can change the Pharmacist Status by clicking on the drop-down and choosing In Progress, Completed, or Requires Provider Review.
4. You can navigate to the patient's chart by clicking on the patient's name.
5. You can review the details of any order by clicking on the order title.
6. If an interaction check/warning (allergies, medication interactions, etc.) is present, an icon will appear.
7. When you are viewing item details, you can use the Pharmacist Status drop-down to change the item's status to any other status. This includes items in the Complete status.
8. Once a status has been changed, the name of the user who changed it will be recorded in the Last Updated By/At column, as will the date and time of the change.
   1. Discontinued orders will say (discontinued) to make them easier to identify at a glance.

Note: Keep in mind that the statuses included (or not included) in the Pharmacist Status Search field will dictate whether or not you see items in certain statuses.

Pharmacist Review

If you choose the Requires Provider Review status, providers can acknowledge orders marked as reviewed by the pharmacist. They can then see the reasons the pharmacist gave for reviewing the order and choose to proceed, giving their own reason for requesting that the order proceed even after the pharmacist's review.

As the pharmacist, follow these steps to set the Requires Provider Review status.

1. To begin, locate the desired order and click Requires Provider Reason.
2. If you choose Requires Provider Review, you will be required to add a reason for review. Type in the reason and click Submit.
3. If the Requires Provider Review status was selected, then the Pharmacist Status section will instead be Pharmacist Review History. If the Requires Provider Review notification is configured under Settings > Notifications, the provider will get a notification alerting them that an order requires their review. Then they can review the order and click Acknowledge from their own dashboard.
4. When the provider reviews the order on their own dashboard, they will need to acknowledge the pharmacist's review and provide the reasons for proceeding with the order. The provider's acknowledgement will appear on the order, and the status will return to New Order and the regular workflow resumes.