When was the last time that you went rummaging around in your System Setup? I know, you went through implementation and your trainer helped you set all of the necessary options; then told you that you would never need to look there ever again. While, for the most part, that is true, we do add items to the Utilities Menu options, so every now and then (like after a major release) it is a good idea to review things like Program Options and System Setup. The Options tab of the System Setup has some interesting settings that may assist in improving patient lookup speed, data integrity and report generation.

• Auto Fill Patient Selection Grid – This is an option that will direct CPR+ to bring up the Patient Records grid empty (unchecked), or populated with the first 18 alphabetical entries from your patient data (checked) (Main Menu > Patient Records (2), or Main Menu > Billing / Financial (5) > Create Invoices / Post Payments). How does this option assist in improving patient lookup speed? If your system contains thousands of patient records, CPR+ needs to query the server for every record to populate the grid. This could take a few seconds. If this option is unchecked, CPR+ waits for the user to enter a search selection. This allows the search query to return only those records that match the criteria and not every patient in the system.
• Set Read-Only Status – This function allows users to prevent typing in fields that have a pop-up database associated with them. This would mean that if your organization wants to use the Notes Manager to track the number of certain types of notes being logged (Progress, or Billing), that the subject field can be toggled to read-only. Taking this action means that only subjects found in the pop-up may be used to create notes. Many fields may be set as read-only by using the right-click “Toggle Read Only” function. For more information on this feature see the “Who Changed That Information” article in Issue #30 of the Weekly Infusion.
• Report Server – So, you have been working in CPR+ for years and you have an inordinate amount of data, literally hundred of thousands of records. Your billing manager runs an A/R report and you notice a definite decrease in system speed. Well, your SQL server is doing the best it can with the resources available – trying to generate the report, record prescription fills, confirm Delivery Tickets, post cash and every other function available in CPR+. Now imagine a typical file room with one or two persons pulling files, adding content, and replacing the files. These people can work fairly efficiently without running into each other. Now, add an elephant to that room and imagine the chaos that would ensue – work would still be getting done, but with a marked decrease in productivity. The answer? Duplicate the file room and move the elephant. This is exactly what using a report server does for you.
  
  SQL Server allows for data replication. This process makes a mirror of your data at specified time intervals. You could set this replication to happen after your nightly backup. It then becomes a simple matter of telling CPR+ to use the replicated data for the A/R report and not the live data. This would mean that the elephant could have its very own space to knock things over in and the two people working in the file room would be none the wiser.

So, you replicate the data, check the box, set the connection string to the replicated data and, now comes the fun part, decide which types of reports to pull from the replicated data. You can specify that only Billing Reports and Audit Reports pull from the replicated data and that the Pharmacy Reports continue to pull from the live data. This allows the production database to continue processing and not deal with the query / data intensive report processes. For more information please contact Mark Wotring.

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Would you like to learn how to manage your inventory within CPR+ efficiently and effectively, or learn how to create purchase orders within the system and send them electronically? Did you know that CPR+ can create a file that can be uploaded to Cardinal.com or Amerisource Bergen via their EPIC program? Additionally, CPR+ can update your costs from Cardinal or Amerisource through a simple file download.

Would you like to know what needs to be ordered without having to check your warehouse shelves to verify quantities? This class will describe how to manage your inventory through system tools, create purchase orders and send them electronically, and receive inventory from the purchase order without having to search for each and every item on the invoice. CPR+ gives users the opportunity to assign unlimited suppliers to an inventory item; this assignment allows the user the ability of assigning re-order numbers and costs to the item. This information is used in Purchase Order creation. Come to the class and learn how to restrict user access to your inventory information.

Did you know that you can replenish inventory using a hand-held scanner? Did you know that you can mark an item inactive in the Inventory to keep it from appearing in a list of available items? Inactive items are also identified on Working Delivery Tickets, so that they may be exchanged for current items. CPR+ can identify items that are short-stocked when a Delivery Ticket is created; this allows the user creating the ticket to inform the inventory manager of a potential shortage! This class will also cover the Inventory Quantity Changes Reports – use these to audit changes made to the inventory.

Did you know that there is a physical inventory mode in CPR+? Come to the class and discover how to create count sheets for physical inventory and then enter the actual counts to update your inventory quantities. You will also learn how to reconcile differences through the auto-generated Exception Reports. So bring your order book and join us at this year’s User Conference.

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