Below you will find highlights of the new features and functions available to you in McKesson Connect’s newest Ordering release. Please review these to familiarize yourself with the new capabilities so that you can leverage those that will be able to help you and your pharmacy staff achieve greater efficiency and productivity. Enjoy the new enhancements. - The McKesson Connect Team -

NEW FOR ORDERING RELEASE 8.0 NEW FEATURES AND ASSOCIATED BENEFITS TO YOUR PHARMACY

New functions to expand your capabilities within McKesson Connect / Supply Management Online: 

Improvements to Keyword Search to Help Locate Suitable Alternative Products for Items Not Available – Time-Saving Enhancement Keyword searches already look for product matches against a wide array of fields to try and match up your search terms with appropriate products. In some cases, however, the item you are searching for may not be stocked in the distribution center or available in the catalog profile. With this new release, if the system doesn’t find a match on your original search terms, it will search for and present alternative items (same generic code) from your primary distribution center if such items exist. If not, you will also have an opportunity to extend your search out to GoogleTM in order to see if other descriptions or terms may help with finding the product. These enhancements should reduce the scenarios where you may need to contact ServiceFirst for product search assistance or questions, saving you time and increasing your productivity.



New Home Healthcare / Durable Medical Equipment Drill-Down Search Option – New Capability A new drop-down option – “Browse Home Med Equip Products” – will allow you to see a list of high-level product categories and then drill into subcategories and eventually trigger searches on all matching items. For example, you will be able to drill into “Ambulatory/Mobility” and then further into subcategory for “Crutches and Crutch Accessories” to trigger an actual search for matching products. This new drill-down should assist you with finding products in these areas where industrystandard keywords don't always exist – further saving you time and helping you serve your customers more quickly.



Returns Processing Improvements – New Features o You will now be able to see the quantities you have previously returned on invoice detail rows that you access through the Invoice Lookup function when creating a return line. The system will warn you if you attempt to return using an invoice number for which all or a portion of the invoiced quantity has already been returned. This information will help prevent handling charges and other unnecessary reductions in your credit amounts.

o

Another new feature will allow you to access the RA (Return Authorization) online within minutes of submitting a Credit Return. You can view and print those non-special-handling RAs and include them with the product return the same day. After you are migrated to Ordering 8.0, a home page message will be posted with information on how you can request setup of this new feature. A link will be provided to activate it and suppress hardcopy prints at the DC for those non-special-handling RA’s. This new feature will make returns processing faster and easier – no more waiting on hardcopy delivery for most returns.



Identify Items Already on Orders - New features to improve efficiency Changes have been made to support extension of the “already on order” shading that is done on some screens to all search and generic equivalency screens so that any item already on your order will be highlighted in orange and the quantity on the order will be displayed in parentheses next to the quantity entry field. This will help make it easier to adjust quantities and catch any scenarios that might prevent duplicate ordering, saving time and steps.



"View Current Order" Link - New Time-Saving Feature Coming Soon View and modify the very last order you accessed anytime by clicking the "View Current Order" link from both the left-vertical Quick Links column and the tophorizontal Ordering / Inventory sub menu in McKesson Connect. The "View Current Order" link is also available in the Orders sub menu in the Ordering application. In addition, this same link is being added to the overall site navigation, allowing one-click access to the last accessed order anywhere in McKesson Connect.



Revamped Item Details Pop-Up Link – Enhanced Information Access and

Usability o o

A reorganized item detail pop-up page (with new tab organization) should make finding information faster and easier Useful new fields have been added, including (but not limited to) supplier item numbers, expanded Orange Book Code, Enhanced Therapeutic Classes, Average Monthly Usage, Non-Returnable Item Status, Refrigerated Item Status, and a list of keywords associated with the product – providing you better

information for improved decision-making o

o

o



Ability to quickly and easily switch accounts on the purchase history tab – even adding an ability to view by department and/or access invoice level history from this pop-up, all saving time and effort New print options allow you to print only the sections of the item detail report that you desire (just uncheck those you don’t want at printing time) which will save wasted paper if you only need particular segments of item information. A consumer-friendly printout (without pharmacy pricing) is also available. One-click access to a glossary of descriptions of all the fields in the item details pop-up area. Simply click the field labels in the blue-shaded left columns. The definition will open in a new Help window, with a menu to all the other definitions you may need in various categories.

Asset Management Related Enhancements – New or enhanced features o New capability will support overriding explicitly the reorder point (ROP) or reorder quantity (ROQ) if desired for particular items. This will create added flexibility to get the most out of the Asset Management program and drive appropriate order quantity management for specialized items. o Changes to the label print pop-up screen will also make sure that (if desired) your primary items will print and not associated secondary products. This will make printing refreshed labels easier, as will the new business rule for the “Items Whose ROP has Changed” – which will limit to only items whose ROPs

o

have changed by more than .5. Changes have been made in the ability to align the printouts for shelf labels within Ordering. Now, you can select and calibrate shelf label printers to your specific printing requirements, from within the Administration section. This new process can be done by you without assistance from supporting, saving you time and effort.



Controlled Substances Ordering System (CSOS) Enhancements to Improve Efficiency in CII Ordering and Receiving - Improved features o A new preference will let you set your system up to prompt you (upon entry to Ordering) if you have any orders that have been invoiced but are not yet finalized and downloaded yet. The preference can warn for ALL orders or just CSOS orders. You will no longer have to remember to do your finalizations and downloads of CSOS orders as the system will remind you and prompt to go to the invoiced orders list page to take care of those orders. o On the invoiced orders list page, checkbox filters help to automatically (or by manual use) filter the list of orders to just those that need attention o A new preference also allows selection of an action to accompany the FINALIZE button in the receiving function. Not only will the system finalize the order, but it can trigger a download or print of the desired format for the order…increasing efficiency. o One of those new formats for print or download is a "222 Format" Adobe PDF document to present your CSOS order information in a version that mimics the DEA 222 form used for CII-ordering. This is likely the most appropriate format for easy archiving of CSOS purchases and review by governing agencies.



New and Improved “Add to Order” Messaging - Improved features Changes have been made to the pop-up messaging that displays when you add an item to an order in the Ordering application. Now, the system will display any applicable messages related to the item being drop-ship (in which case, the issue of pricing being different than invoice is noted), non-returnable status (leveraging the new non-returnable information that is sent to Ordering from the reverse logistics group), and any minimum order quantities related to standard or contract-related limitations. Additionally, any duplicate item alerts will allow various options to be executed and will include the ability to edit the quantity from the warning screen. All of these changes result in better informed purchasing personnel and improved visibility to critical item data.



Streamlined Prepare PO Functions – Improved and revised for increased

usability and greater functionality

The Prepare PO function has been improved with some new customer-friendly options to help make suggestions more useful. First, the Contract and Best Price savings options now have a threshold option so that you can choose to only have alternatives presented if they save you at least X amount of money (where X is entered by you). This will narrow suggestions to those that are worth it for you and your facility. Additionally, Prepare PO item filters (such as same-UD, OBC, etc.) have been moved to the preferences page and new options for “same size” have been included. Finally, the Prepare PO screens have been modified so that you will no longer be taken to a preliminary screen and will simply be presented with all the alternatives in the split-screen view. This will save time and clicks for you as you navigate the Prepare PO screens to improve your orders and review alternatives.



New Sunmark and SKY Item Tags – Improved item visibility and program

compliance

Sunmark Private Brand and SKY unit-dose items will now be tagged with icons to help make them more visibly noticeable to you as you search the catalog and build orders. Additionally, you can choose to have these items sorted to the top of

search and equivalency lists using a new super-sort within the Sorting preference area. These improvements should help you to improve your unit-dose and front-

end strategies.



Mobile Manager 100 (MM100) Receiving Preference and Tracking Enhancements - New features o Enhancements have been made to the Administration section, allowing you to set MM100 Receiving Preferences to control how to handle the finalization of received orders. You can either have receipts finalize automatically if at least some received quantity or recognition on a line is sent through to the Ordering application –or- have the system only finalize an order automatically if ALL product was received and leave others in a received status for further review and manual finalization. This provides flexibility to suit your needs. o The Ordering application will make it easier to track MM100 orders by displaying MM100 User ID's (once the orders or returns are imported from the MM100 device into Ordering). This functionality will become active after final changes are made to Mobile Manager 100. o Additionally, there is now a link to the MM100 User Guide in the Help section to make access to that help available online for faster assistance with questions or problems.



New “GE” (Generic Equivalents) Button in the Physical Inventory Screen – Improved capability in the physical inventory area You can now take advantage of a GE button from the Physical Inventory screens. This will make adjusting or updating inventory files easier as the GE button can be used to look for alternatives to an item no longer available.



Increased Frequency for First Databank Updates – Improved speed of

third-party data updates to increase usability

First Databank updates have been moved from weekly to daily to help get product information such as generic categorization and AWP pricing into the system faster and improve data accuracy.



“GE” button change (for generic equivalents) – System and user interface

enhancement

The “GE” button will not be displayed unless there is at least one generic item in the master item table. This will save time spent clicking the button only to find that no items are available (simply because the original item had a 5-digit generic code).

UPDATES FOR 340B MANAGER USERS



340B / Medicaid Accumulated Dispensing Functionality - New Features All customers with the 340B Manager package will now have a new ability to import and track dispensing for Medicaid that can be used in the order split process. The system can accumulate dispensing under a Medicaid tracking account and before it splits order quantity to the 340B account, it can review and split to a Medicaid account first. This will allow a site to carve-out those purchases to a non-contract (Medicaid) account. These new functions will help sites that need to track Medicaid dispensing to avoid any manual effort involved in that tracking process. Additionally, this new functionality will also allow enhancement of the existing account association process such that you will now be able to track 340B dispensing in a single account and share amongst a number of GPO accounts. This can help a large facility take advantage of 340B dispensing earlier by allowing shared dispensing across departmental areas that may have different ordering account numbers. Both of these features mean expanded usability and savings associated with the 340B program for your facilities.

RESOLUTION TO SYSTEM ISSUES A number of different system issues that were either reported by you or discovered by McKesson were identified and resolved in this release, including:

 



   

Enhanced Fulfill-Rx integration - now the system will use an UPC number in data flows as a backup value in the NDC field when a NDC number is not available. This will ensure that product information is consistently updated and increase data efficiently. Added new “Please save changes” messages related to edits on the purchase order details page – particularly to make sure that customers using the “do not sub” checkboxes are not forgetting to save those before making other ordering changes. Should prevent lost data for you when creating orders. Enhanced McKesson Connect Link reporting to identify “newly purchased” Horizon Meds Manager items which reflect purchases through the current invoice date. This will help McKesson Connect users identify and add those HMM items and make them available for downstream processing, such as bedside scanning. Now you can import a Physical Inventory file with multiple departments within the same file. This will save time if you have an export from a system (McKesson Automation or other) that perhaps has segmentation by department. New confirmation screen for order line deletion to make SURE a delete is desired (as well as a special message in case you have accidentally used the “select all” checkbox before clicking delete). New warnings on drop-ship items that point out that pricing is not guaranteed and will be dependent on vendor invoices. Make sure quantities for inbound physical inventory records can support up to 99999 in quantity for those facilities with larger quantities on hand.