Managing CD Owings

ProScript Connect allows you to create, edit and redeem owings in instances where you’re only able to fulfil part of the prescription, or none at all. The owing processes for controlled drugs is mostly the same as the core behaviour, however it is important to know where to expect CDR triggers, how to recognise and manage multiple dispensing events, and when entries are written to the CD Register and how they’re recorded.

Creating an Owing for Controlled Drugs

  Creating an Owing for a Controlled Drug During Dispensing (1m 25s, no sound)

The process of creating an owing can be done before or after the dispensing event has occurred, and even after the item has been marked as collected (although not recommended). The first four steps of the process remain the same in all instances, and will then be followed by differing actions depending on your circumstances. Click the expandable headings below to see each process in more detail.

  1. To begin, search for and select the patient from the ProScript Connect Search Screen
  2. With the Patient Medication Record open highlight the ENTER – Add New Item text in the first quadrant and press [ENTER] on the keyboard.
  3. Dispense the prescribed CD from within the Dispense New Prescription window by selecting the item, quantity and dosage and press [F10 – OK].
  4. Once complete, you’re returned to the Patient Medication Record with the prescribed CD displayed in the first quadrant. Ensure the Dispensed Product Choice is correct and amend if required by selecting the [F3 – Product Choice] button.

Creating a Partial Owing

You can create a partial owing when you’re only able to fulfil part of the prescription, either before dispensing, after dispensing or after collection. ProScript Connect will provide you with labels for any quantity you’re dispensing now, and owing labels for any remaining balance.

  1. Highlight the CD in the first quadrant of the PMR and select the [F2 – Create Owing] button.
  2. The Edit Owing Quantity window opens as a pop-up where you can Enter the quantity to dispense now and select the [F10 – OK] button. The label preview within the PMR changes from white to pale yellow to indicate an owing.

  1. Once all items and owings have been added, select the [F8 – Last Item] button.
  2. Pop-ups will display allowing you to print the required labels, and read and confirm any alerts.
  3. Enter the Prescription Date when the prescription preview opens, and select the [F10 – Save] button.

For an NHS prescription, the Prescription Date is the later of either the date on which the prescription was signed, or a date indicated by the appropriate practitioner as the date before which it should not be dispensed. For private prescriptions, the Prescription Date will always be the date on which it was signed.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Prescriber Name and Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now
    • Confirm the Owed Quantity (Total Units) is the quantity owed
  2. At this point, you can select whether to save the partially dispensed quantity as Awaiting Collection or Collected.
  • Select the [F10 – Save as Awaiting Collection] button to save the partially dispensed quantity as Awaiting Collection
    • An entry will be created on the Items Awaiting Collection tab of the CDR Manager with an Owing tag
    • Reprints, Redeem Owings and the PMR will update to reflect an owing
    • No entry will be written to the CD Register
  • Complete the relevant Collection Details by ticking the Collected box and select the [F10 – Save to CD Register] button to save the partially dispensed quantity as Collected
    • Reprints, Redeem Owings and the PMR will update to reflect an owing
    • An entry will be written in to the CD Register

Once a CD has been marked as partially or fully collected, any adjustments made to the owing quantity when editing an owing will automatically be considered Collected and will write an adjustment entry to the CD Register with Owing edited in the notes section.

The screen shot below is an interactive slider to see an example of the CDR Dispensed Goods window completed as Awaiting Collection and Collected. Hover your mouse on the  PSC_juxtaposejxcursor cursor, then click and drag left and/or right to reveal/hide each image.

CD Register Entry

Marking CD entries as collected is an event that will write an entry into the CD Register which can be viewed when printing and/or exporting a CD Register report and will display;

    • The Date Supply received or date supplied column populated with;
      • The date and time the event occurred
      • A unique CDR ID
      • The pack size and unit of measure of the CD
      • Name, role and registration number of the user
    • The Name and address of person or firm supplied column populated with the patient, or signed order transfer/requisition details
    • The Details of authority to possess column populated with the prescriber details, if applicable
    • The Person collecting controlled drug column populated with either the patient, recipient, health care professional or patient representative name and address
    • If proof of identity was requested and if proof of identity was provided
    • The Quantity Supplied i.e. The Dispensed quantity figure entered within the CDR Dispensed Goods window
    • The total running Balance after the event
    • Notes describing the event, which could include;
      • Details of ID provided and if the person collecting the CD(s) was known to the pharmacist
      • Signed order transfer/requisition details
      • Prescription serial number and instalment X of Y details (SDM only)
      • Owing status, in this case this will be flagged as Partial

  1. Once all items have been added, select the [F8 – Last Item] button.
  2. Pop-ups will display allowing you to print the required labels, and read and confirm any alerts.
  3. Enter the Prescription Date when the prescription preview opens, and select the [F10 – Save] button.

For an NHS prescription, the Prescription Date is the later of either the date on which the prescription was signed, or a date indicated by the appropriate practitioner as the date before which it should not be dispensed. For private prescriptions, the Prescription Date will always be the date on which it was signed.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Prescriber Name and Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now

  1. To create an owing after dispensing, but before collection, you must select to save the item(s) as Awaiting Collection by selecting the [F10 – Save as Awaiting Collection] button.
    • An entry will be created on the Items Awaiting Collection tab of the CDR Manager with the full quantity marked as dispesned
    • No entry will be written to the CD Register
  2. A pop-up will display to advise that the prescribed quantity is greater than the current CDR balance (if applicable). Select the [Yes] button to continue.

  1. Open Reprints, either from the ProScript Connect Main Menu, the shortcuts bar, or by pressing [F6].
  2. Locate and highlight your patient using the Filters if required, and select the [F2 – Create Owing] button.
  3. The Edit Owing Quantity window opens as a pop-up where you can Enter the quantity to dispense now and select the [F10 – OK] button.
    • The Dispensed Quantity on the Items Awaiting Collection tab of the CDR Manager will update, and an Owing tag displays
    • Reprints, Redeem Owings and the PMR will update to reflect an owing
    • No entry will be written to the CD Register

  1. Label previews will display for printing if required, and the label preview within the Reprints window changes from white to pale yellow to indicate an owing

Once a CD has been marked as partially or fully collected, any adjustments made to the owing quantity when editing an owing will automatically be considered Collected and will write an adjustment entry to the CD Register with Owing edited in the notes section. It is recommended to create owings before any quantity is marked as Collected.

  1. Once all items have been added, select the [F8 – Last Item] button.
  2. Pop-ups will display allowing you to print the required labels, and read and confirm any alerts
  3. Enter the Prescription Date when the prescription preview opens, and select the [F10 – Save] button.

For an NHS prescription, the Prescription Date is the later of either the date on which the prescription was signed, or a date indicated by the appropriate practitioner as the date before which it should not be dispensed. For private prescriptions, the Prescription Date will always be the date on which it was signed.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Prescriber Name and Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now

  1. To create an owing after collection, you must complete the relevant Collection Details by ticking the Collected box and selecting the [F10 – Save to CD Register] button to save the item(s) as Collected
    • An entry will be written in to the CD Register

If your prescribed quantity is greater than your CDR balance (including items awaiting collection), an error will display at the top of the CDR Dispensed Goods window which advises that you do not have enough stock for this script, and that you cannot save this item as Collected. You are advised to either adjust your CDR balance, book in stock, or create an owing before/after dispensing.

  1. Once you have saved to the CD Register successfully, open Reprints, either from the ProScript Connect Main Menu, the shortcuts bar, or by pressing [F6].
  2. Locate and highlight your patient using the Filters if required, and select the [F2 – Create Owing] button.
  3. The Edit Owing Quantity window opens as a pop-up where you can Enter the quantity to dispense now and select the [F10 – OK] button.

  1. An Owing Created pop-up displays to confirm your adjustment, and that the CD Register has been updated to reflect this change. You are advised to run a balance check to confirm the balance. Select the [OK] button.

  1. Label previews will display for printing if required, and the label preview within the Reprints window changes from white to pale yellow to indicate an owing.
  2. Reprints, Redeem Owings and the PMR will update to reflect an owing and a second entry is made to the CD Register to reflect the owing that has been created.

CD Register Entry

Marking CD entries as collected, and editing collected entries for owings or prescription edits are events that will write an entry into the CD Register which can be viewed when printing and/or exporting a CD Register report and will display;

Marking CD Entries as Collected

  • The Date Supply received or date supplied column populated with;
    • The date and time the event occurred
    • A unique CDR ID
    • The pack size and unit of measure of the CD
    • Name, role and registration number of the user
  • The Name and address of person or firm supplied column populated with the patient, or signed order transfer/requisition details
  • The Details of authority to possess column populated with the prescriber details, if applicable
  • The Person collecting controlled drug column populated with either the patient, recipient, health care professional or patient representative name and address
  • If proof of identity was requested and if proof of identity was provided
  • The Quantity Supplied i.e. The Dispensed quantity figure entered within the CDR Dispensed Goods window
  • The total running Balance after the event
  • Notes describing the event, which could include;
    • Details of ID provided and if the person collecting the CD(s) was known to the pharmacist
    • Signed order transfer/requisition details
    • Prescription serial number and instalment X of Y details (SDM only)
    • Owing status

Editing Collected Entries for Owings or Prescription Edits

  • The Date Supply received or date supplied column populated with;
    • The date and time the event occurred
    • A unique CDR ID
    • An Original CDR ID. This is the CDR ID of a linked event, in this case the linked event is when the items were originally marked as collected
    • The pack size and unit of measure of the CD
  • The Name and address from whom received column populated with details of the prescription edit
  • The Quantity Received. In this case this is the quantity marked as owing
  • The total running Balance after the event
  • Notes describing the event, in this case the notes display Owing edited

Creating a Full Owing

You can create a full owing when you’re unable to fulfil any of the prescription, either before dispensing, after dispensing or after collection. ProScript Connect will provide you with owing labels for outstanding balances.

  1. Highlight the CD in the first quadrant of the PMR and select the [F2 – Create Owing] button.
  2. The Edit Owing Quantity window opens as a pop-up where you can Enter the quantity to dispense now as zero and select the [F10 – OK] button. The label preview within the PMR changes from white to pale yellow to indicate an owing.

  1. Once all items and owings have been added, select the [F8 – Last Item] button.
  2. Pop-ups will display allowing you to print the required labels, and read and confirm any alerts.
  3. Enter the Prescription Date when the prescription preview opens, and select the [F10 – Save] button.

For an NHS prescription, the Prescription Date is the later of either the date on which the prescription was signed, or a date indicated by the appropriate practitioner as the date before which it should not be dispensed. For private prescriptions, the Prescription Date will always be the date on which it was signed.

  1. Reprints, Redeem Owings and the PMR will update to reflect an owing
    • No entry will be written to the CD Register

  1. Once all items have been added, select the [F8 – Last Item] button.
  2. Pop-ups will display allowing you to print the required labels, and read and confirm any alerts.
  3. Enter the Prescription Date when the prescription preview opens, and select the [F10 – Save] button.

For an NHS prescription, the Prescription Date is the later of either the date on which the prescription was signed, or a date indicated by the appropriate practitioner as the date before which it should not be dispensed. For private prescriptions, the Prescription Date will always be the date on which it was signed.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Prescriber Name and Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now

  1. To create an owing after dispensing, but before collection, you must select to save the item(s) as Awaiting Collection by selecting the [F10 – Save as Awaiting Collection] button
    • An entry will be created on the Items Awaiting Collection tab of the CDR Manager with the full quantity marked as dispesned
    • No entry will be written to the CD Register
  2. A pop-up will display to advise that the prescribed quantity is greater than the current CDR balance (if applicable). Select the [Yes] button to continue.

  1. Open Reprints, either from the ProScript Connect Main Menu, the shortcuts bar, or by pressing [F6]
  2. Locate and highlight your patient using the Filters if required, and select the [F2 – Create Owing] button.
  3. The Edit Owing Quantity window opens as a pop-up where you can Enter the quantity to dispense now as zero and select the [F10 – OK] button.
    • The entry on the Items Awaiting Collection tab of the CDR Manager is removed
    • Reprints, Redeem Owings and the PMR will update to reflect an owing
    • No entry will be written to the CD Register

  1. Label previews will display for printing if required, and the label preview within the Reprints window changes from white to pale yellow to indicate an owing

Once a CD has been marked as partially or fully collected, any adjustments made to the owing quantity when editing an owing will automatically be considered Collected and will write an adjustment entry to the CD Register with Owing edited in the notes section. It is recommended to create owings before any quantity is marked as Collected.

  1. Once all items have been added, select the [F8 – Last Item] button.
  2. Pop-ups will display allowing you to print the required labels, and read and confirm any alerts.
  3. Enter the Prescription Date when the prescription preview opens, and select the [F10 – Save] button.

For an NHS prescription, the Prescription Date is the later of either the date on which the prescription was signed, or a date indicated by the appropriate practitioner as the date before which it should not be dispensed. For private prescriptions, the Prescription Date will always be the date on which it was signed.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Prescriber Name and Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now

  1. To create an owing after collection, you must complete the relevant Collection Details by ticking the Collected box and selecting the [F10 – Save to CD Register] button to save the item(s) as Collected
    • An entry will be written in to the CD Register

If your prescribed quantity is greater than your CDR balance (including items awaiting collection), an error will display at the top of the CDR Dispensed Goods window which advises that you do not have enough stock for this script, and that you cannot save this item as Collected. You are advised to either adjust your CDR balance, book in stock, or create an owing before/after dispensing.

  1. Once you have saved to the CD Register successfully, open Reprints, either from the ProScript Connect Main Menu, the shortcuts bar, or by pressing [F6]
  2. Locate and highlight your patient using the Filters if required, and select the [F2 – Create Owing] button.
  3. The Edit Owing Quantity window opens as a pop-up where you can Enter the quantity to dispense now as zero and select the [F10 – OK] button.

  1. An Owing Created pop-up displays to confirm your adjustment, and that the CD Register has been updated to reflect this change. You are advised to run a balance check to confirm the balance. Select the [OK] button.

  1. Label previews will display for printing if required, and the label preview within the Reprints window changes from white to pale yellow to indicate an owing
  2. Reprints, Redeem Owings and the PMR will update to reflect an owing and a second entry is made to the CD Register to reflect the owing that has been created

CD Register Entry

Marking CD entries as collected, and editing collected entries for owings or prescription edits are events that will write an entry into the CD Register which can be viewed when printing and/or exporting a CD Register report and will display;

Marking CD Entries as Collected

  • The Date Supply received or date supplied column populated with;
    • The date and time the event occurred
    • A unique CDR ID
    • The pack size and unit of measure of the CD
    • Name, role and registration number of the user
  • The Name and address of person or firm supplied column populated with the patient, or signed order transfer/requisition details
  • The Details of authority to possess column populated with the prescriber details, if applicable
  • The Person collecting controlled drug column populated with either the patient, recipient, health care professional or patient representative name and address
  • If proof of identity was requested and if proof of identity was provided
  • The Quantity Supplied i.e. The Dispensed quantity figure entered within the CDR Dispensed Goods window
  • The total running Balance after the event
  • Notes describing the event, which could include;
    • Details of ID provided and if the person collecting the CD(s) was known to the pharmacist
    • Signed order transfer/requisition details
    • Prescription serial number and instalment X of Y details (SDM only)
    • Owing status

Editing Collected Entries for Owings or Prescription Edits

  • The Date Supply received or date supplied column populated with;
    • The date and time the event occurred
    • A unique CDR ID
    • An Original CDR ID. This is the CDR ID of a linked event, in this case the linked event is when the items were originally marked as collected
    • The pack size and unit of measure of the CD
  • The Name and address from whom received column populated with details of the prescription edit
  • The Quantity Received. In this case this is the quantity marked as owing
  • The total running Balance after the event
  • Notes describing the event, in this case the notes display Owing edited

Editing an Owing for Controlled Drugs

The process of editing an owing will differ depending on whether the owing was created before dispensing, after dispensing or after collection. The first two steps of the process remain the same in all instances, and will then be followed by differing actions depending on your circumstances. Click the expandable headings below to see each process in more detail.

Once an owing has been partially or fully redeemed as Collected or Awaiting Collection, an owing can only be edited on the relevant dispensing event by editing the prescription from the Edit Prescription Dispensed window.

  1. Open either the Reprints or Redeem Owings tabs;
    • Open Reprints either from the ProScript Connect Main Menu, the shortcuts bar, or by pressing [F6]
    • Open Redeem Owings either from the ProScript Connect Main Menu, the shortcuts bar, or by pressing [F2]
  2. Locate and highlight your patient with an existing owing using the Filters if required, and select the [F3 – Edit Owing] button.

The screen shot below is an interactive slider to see both the Reprints and Redeem Owing windows. Hover your mouse on the  PSC_juxtaposejxcursor cursor, then click and drag left and/or right to reveal/hide each image.

Editing an Owing Created before Collection

Editing owings created before a collection event has occurred includes all instances where the owing was created after dispensing and items are/were saved as Awaiting Collection, and where an owing was created in full before dispensing.

  1. The Edit Owing Quantity window opens as a pop-up where you can Update the dispensed quantity and select the [F10 – OK] button.
    • The entry on the Items Awaiting Collection tab of the CDR Manager is updated (or removed if a full owing has been created)
    • Reprints, Redeem Owings and the PMR will update to reflect an owing
    • No entry will be written to the CD Register

  1. Label previews will display for printing if required.
  1. The Edit Owing Quantity window opens as a pop-up where you can Update the dispensed quantity and select the [F10 – OK] button.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Prescriber Name and Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now
    • Confirm the Owed Quantity (Total Units) is the quantity owed
  2. At this point, you can select whether to save the edited quantity as Awaiting Collection or Collected
  • Select the [F10 – Save as Awaiting Collection] button to save the partially dispensed quantity as Awaiting Collection
    • An entry will be created on the Items Awaiting Collection tab of the CDR Manager with an Owing tag
    • Reprints, Redeem Owings and the PMR will update to reflect an owing
    • No entry will be written to the CD Register
  • Complete the relevant Collection Details by ticking the Collected box and select the [F10 – Save to CD Register] button to save the partially dispensed quantity as Collected
    • Reprints and Redeem Owings will update to reflect an owing
    • An entry will be written in to the CD Register

Once a CD has been marked as partially or fully collected, any adjustments made to the owing quantity when editing an owing will automatically be considered Collected and will write an adjustment entry to the CD Register with Owing edited in the notes section.

The screen shot below is an interactive slider to see an example of the CDR Dispensed Goods window completed as Awaiting Collection and Collected. Hover your mouse on the  PSC_juxtaposejxcursor cursor, then click and drag left and/or right to reveal/hide each image.

CD Register Entry

Marking CD entries as collected is an event that will write an entry into the CD Register which can be viewed when printing and/or exporting a CD Register report and will display

      • The Date Supply received or date supplied column populated with;
        • The date and time the event occurred
        • A unique CDR ID
        • The pack size and unit of measure of the CD
        • Name, role and registration number of the user
      • The Name and address of person or firm supplied column populated with the patient, or signed order transfer/requisition details
      • The Details of authority to possess column populated with the prescriber details, if applicable
      • The Person collecting controlled drug column populated with either the patient, recipient, health care professional or patient representative name and address
      • If proof of identity was requested and if proof of identity was provided
      • The Quantity Supplied i.e. The Dispensed quantity figure entered within the CDR Dispensed Goods window
      • The total running Balance after the event
      • Notes describing the event, which could include;
        • Details of ID provided and if the person collecting the CD(s) was known to the pharmacist
        • Signed order transfer/requisition details
        • Prescription serial number and instalment X of Y details (SDM only)
        • Owing status, in this case this will be flagged as Partial

Editing an Owing Created after Collection

Editing an owing created after collection includes all instances where any quantity has been marked as Collected when it was originally created. Any change to owing quantities when a collection event has already occurred will record an entry in the CD Register.

Once a CD has been marked as partially or fully redeemed after collection, any edits made to the owing quantity will add an adjustment entry to the CD Register. This is particularly important to keep in mind when a full owing was created after collection as any adjustment will be considered Collected.

  1. The Edit Owing Quantity window opens as a pop-up where you can Update the dispensed quantity and select the [F10 – OK] button.

  1. An Owing Created pop-up displays to confirm your adjustment, and that the CD Register has been updated to reflect this change. You are advised to run a balance check to confirm the balance. Select the [OK] button.

  1. Label previews will display for printing if required.
  2. Reprints, Redeem Owings and the PMR will update to reflect an owing and an entry is made to the CD Register to reflect the owing that has been created.

CD Register Entry

Editing collected entries for owings or prescription edits are events that will write an entry into the CD Register which can be viewed when printing and/or exporting a CD Register report and will display;

  • The Date Supply received or date supplied column populated with;
    • The date and time the event occurred
    • A unique CDR ID
    • An Original CDR ID. This is the CDR ID of a linked event, in this case the linked event is when the items were originally marked as collected
    • The pack size and unit of measure of the CD
  • The Name and address from whom received column populated with details of the prescription edit
  • The Quantity Received. In this case this is the quantity marked as owing
  • The total running Balance after the event
  • Notes describing the event, in this case the notes display Owing edited

Redeeming an Owing for Controlled Drugs

  Redeeming an Owing for Controlled Drugs (23s, no sound)

ProScript Connect enables you to redeem owings (for either the dispensed item or an alternative product choice) as fully, partially or as Not Given (and later mark as Given). The process for CDs differs slightly depending on whether the redeemed owing is being marked as Collected or Awaiting Collection, and whether a partial or full quantity is being redeemed before or after a collection event has occurred. The first step of the process remains the same in all instances, and will then be followed by differing actions depending on your circumstances. Click the expandable headings below to see each process in more detail.

If you have redeemed owings as Awaiting Collection for an SDM instalment, these must be marked as Collected from the CDR Manager until the full quantity of that instalment has been collected.

  1. Open either Reprints, Redeem Owings or the patient’s PMR
    • Open Reprints either from the ProScript Connect Main Menu, the shortcuts bar, or by pressing [F6]
    • Open Redeem Owings either from the ProScript Connect Main Menu, the shortcuts bar, or by pressing [F2]
    • Open the patient’s PMR by searching for and selecting the patient from the ProScript Connect Main Screen

Redeeming an Owing as Awaiting Collection

When redeeming owings for controlled drugs, you can redeem in full or only partially, and save the redeemed quantities as Awaiting Collection. This will create an entry on the Items Awaiting Collection tab of the CDR Manager with an MDE (Multiple Dispensing Events) tag. The process differs depending on whether a collection event has already occurred or not.

  1. Locate and highlight your patient with an existing owing using the Filters if required, and select the [F2 – Redeem Owing] button.
  1. Within the Redeem Owing window, select the [F8 – Change Item] button.
  2. The Choose Item(s) to Dispense window opens as a pop-up, where you can select the alternative product and select the [F10 – OK] button.

  1. The Redeem Owing window displays with the previous product choice in grey font and stricken through, and the new product choice as the Dispensed Product Choice
    • Any entries marked as Collected once redeemed will write an entry to the CD Register for the new product choice, and will be linked to the previous product with an Original CDR ID if a collection event has already occurred, and
    • Any entries marked as Awaiting Collection once redeemed will display on the Item’s Awaiting Collection tab of the CDR Manager with the new product choice as the Dispensed Drug with an MDE tag

  1. Continue following the steps below to redeem the owing
  1. Within the Redeem Owing window, you can enter a partial or full quantity to redeem and edit your labels within the Label Split field(s). Once complete select the [F10 – Redeem] button.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now
    • Confirm the Owed Quantity (Total Units) is the remaining quantity owed, if applicable

  1. To save your redeemed owing as Awaiting Collection, you must select to save the item(s) as Awaiting Collection by selecting the [F10 – Save as Awaiting Collection] button.
    • An entry will be created on the Items Awaiting Collection tab of the CDR Manager with the quantity you have dispensed with an MDE tag
      • An Owing tag will display in instances where the owing has not been fully redeemed
    • Reprints, Redeem Owings and the PMR will update to reflect the status of the owing, either with details of an outstanding owing if partially redeemed or with no owing details if fully redeemed
    • No entry will be written to the CD Register

  1. Label previews will display for printing if required.
  2. You can mark this record as Collected from the Items Awaiting Collection tab within the CDR Manager when required.

This scenario will most likely occur when a partial owing is already Awaiting Collection on the Items Awaiting Collection tab of the CDR Manager

  1. Locate and highlight your patient with an existing owing and partial dispensing using the Filters if required, and select the [F2 – Redeem Owing] button.
  1. Within the Redeem Owing window, select the [F8 – Change Item] button.
  2. The Choose Item(s) to Dispense window opens as a pop-up, where you can select the alternative product and select the [F10 – OK] button.

  1. The Redeem Owing window displays with the previous product choice in grey font and stricken through, and the new product choice as the Dispensed Product Choice
    • Any entries marked as Collected once redeemed will write an entry to the CD Register for the new product choice, and will be linked to the previous product with an Original CDR ID if a collection event has already occurred, and
    • Any entries marked as Awaiting Collection once redeemed will display on the Item’s Awaiting Collection tab of the CDR Manager with the new product choice as the Dispensed Drug with an MDE tag

  1. Continue following the steps below to redeem the owing.
  1. Within the Redeem Owing window, you can enter a partial or full quantity to redeem, edit your labels within the Label Split field(s). Once complete select the [F10 – Redeem] button.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now
    • Confirm the Owed Quantity (Total Units) is the remaining quantity owed, if applicable

  1. To save your redeemed owing as Awaiting Collection, you must select to save the item(s) as Awaiting Collection by selecting the [F10 – Save as Awaiting Collection] button.
    • An second entry will be created on the Items Awaiting Collection tab of the CDR Manager with the quantity you have dispensed, with an MDE tag
      • An Owing tag will display in instances where the owing has not been fully redeemed
    • Reprints, Redeem Owings and the PMR will update to reflect the status of the owing, either with details of an outstanding owing if partially redeemed or with no owing details if fully redeemed
    • No entry will be written to the CD Register

If the original owing was created in full before dispensing, you will only see one entry on the Items Awaiting Collection tab of the CDR Manager with an MDE tag.

  1. Label previews will display for printing if required.
  2. You can mark this record as Collected from the Items Awaiting Collection tab within the CDR Manager when required.

Redeeming an Owing as Collected

When redeeming owings for controlled drugs, you can redeem in full or only partially, and save redeemed items as Collected. Collected items will write into the CD Register with an Original CDR ID from the first collection event if applicable. The process differs depending on whether a collection event has already occurred or not.

  1. Locate and highlight your patient with an existing owing and partial dispensing using the Filters if required, and select the [F2 – Redeem Owing] button.
  1. Within the Redeem Owing window, select the [F8 – Change Item] button.
  2. The Choose Item(s) to Dispense window opens as a pop-up, where you can select the alternative product and select the [F10 – OK] button.

  1. The Redeem Owing window displays with the previous product choice in grey font and stricken through, and the new product choice as the Dispensed Product Choice
    • Any entries marked as Collected once redeemed will write an entry to the CD Register for the new product choice, and will be linked to the previous product with an Original CDR ID if a collection event has already occurred, and
    • Any entries marked as Awaiting Collection once redeemed will display on the Item’s Awaiting Collection tab of the CDR Manager with the new product choice as the Dispensed Drug with an MDE tag

  1. Continue following the steps below to redeem the owing
  1. Within the Redeem Owing window, you can enter a partial or full quantity to redeem and edit your labels within the Label Split field(s). Once complete select the [F10 – Redeem] button.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now
    • Confirm the Owed Quantity (Total Units) is the remaining quantity owed, if applicable

  1. To save your redeemed owing as Collected, you must complete the relevant Collection Details by ticking the Collected box and selecting the [F10 – Save to CD Register] button to save the item(s) as Collected.
    • Reprints, Redeem Owings and the PMR will update to reflect the status of the owing, either with details of an outstanding owing if partially redeemed or with no owing details if fully redeemed
    • An entry will be written in to the CD Register
  2. Label previews will display for printing if required

CD Register Entry

Redeeming CD entries as collected is an event that will write an entry into the CD Register which can be viewed when printing and/or exporting a CD Register report and will display;

  • The Date Supply received or date supplied column populated with;
    • The date and time the event occurred
    • A unique CDR ID
    • An Original CDR ID. This is the CDR ID of a linked event, in this case the linked event is when the items were originally marked as collected
    • The pack size and unit of measure of the CD
    • Name, role and registration number of the user
  • The Name and address of person or firm supplied column populated with the patient details
  • The Details of authority to possess column populated with the prescriber details
  • The Person collecting controlled drug column populated with either the patient, recipient, health care professional or patient representative name and address
  • If proof of identity was requested and if proof of identity was provided
  • The Quantity Supplied i.e. The Dispensed quantity figure entered within the CDR Dispensed Goods window
  • The total running Balance after the event
  • Notes describing the event, which could include;
    • Details of ID provided and if the person collecting the CD(s) was known to the pharmacist
    • Prescription serial number and instalment X of Y details (SDM only)
    • Owing status, either Owing Redeemed – Partially Completed or Owing Redeemed – Completed

This scenario will most likely occur when a full owing was created before dispensing.

  1. Locate and highlight your patient with an existing owing and partial dispensing using the Filters if required, and select the [F2 – Redeem Owing] button.
  1. Within the Redeem Owing window, select the [F8 – Change Item] button.
  2. The Choose Item(s) to Dispense window opens as a pop-up, where you can select the alternative product and select the [F10 – OK] button

  1. The Redeem Owing window displays with the previous product choice in grey font and stricken through, and the new product choice as the Dispensed Product Choice
    • Any entries marked as Collected once redeemed will write an entry to the CD Register for the new product choice, and will be linked to the previous product with an Original CDR ID if a collection event has already occurred, and
    • Any entries marked as Awaiting Collection once redeemed will display on the Item’s Awaiting Collection tab of the CDR Manager with the new product choice as the Dispensed Drug with an MDE tag

  1. Continue following the steps below to redeem the owing
  1. Within the Redeem Owing window, you can enter a partial or full quantity to redeem, edit your labels within the Label Split field(s). Once complete select the [F10 – Redeem] button.

  1. The CDR Dispensed Goods window opens where you should;
    • Confirm and/or update the Dispenser Details
    • Confirm the Dispensed Quantity (Total Unit(s)) is the quantity you are dispensing now
    • Confirm the Owed Quantity (Total Units) is the remaining quantity owed, if applicable

  1. To save your redeemed owing as Collected, you must complete the relevant Collection Details by ticking the Collected box and selecting the [F10 – Save to CD Register] button to save the item(s) as Collected
    • Reprints, Redeem Owings and the PMR will update to reflect the status of the owing, either with details of an outstanding owing if partially redeemed or with no owing details if fully redeemed
    • An entry will be written in to the CD Register
  2. Label previews will display for printing if required

If there is an original dispensing event that is Awaiting Collection on the Items Awaiting Collection tab of the CDR Manager, this will update to show an MDE tag

CD Register Entry

Redeeming CD entries as collected is an event that will write an entry into the CD Register which can be viewed when printing and/or exporting a CD Register report and will display;

  • The Date Supply received or date supplied column populated with;
    • The date and time the event occurred
    • A unique CDR ID
    • An Original CDR ID where owings have been redeemed more than once. An Original CDR ID is the CDR ID of a linked event, in this case the linked event is when the first owing was marked as collected
    • The pack size and unit of measure of the CD
    • Name, role and registration number of the user
  • The Name and address of person or firm supplied column populated with the patient details
  • The Details of authority to possess column populated with the prescriber details
  • The Person collecting controlled drug column populated with either the patient, recipient, health care professional or patient representative name and address
  • If proof of identity was requested and if proof of identity was provided
  • The Quantity Supplied i.e. The Dispensed quantity figure entered within the CDR Dispensed Goods window
  • The total running Balance after the event
  • Notes describing the event, which could include;
    • Details of ID provided and if the person collecting the CD(s) was known to the pharmacist
    • Prescription serial number and instalment X of Y details (SDM only)
    • Owing status, either Owing Redeemed – Partially Completed or Owing Redeemed – Completed

Redeeming an Owing as Not Given/Given

You can redeem owings as Not Given, and then later mark Not Given entries as Given. Where original items are Awaiting Collection or fully owing, marking owings as Not Given does not differ from core behaviour and the CD Register is not impacted. The process only differs when a collection event has already taken place.

  1. Locate and highlight your patient with an existing owing and partial dispensing using the Filters if required, and select the [F2 – Redeem Owing] button.
  2. The Redeem Owing window opens as a pop-up where you can enter a partial or full quantity to redeem as Not Given within the Label Split field(s). Once complete select the [F9 – Not Given] button.
    • Reprints, Redeem Owings and the PMR will update to reflect the status of the owing, either with details of an outstanding owing if partially redeemed or with no owing details if fully redeemed
    • An entry will be written in to the CD Register

CD Register Entry

Redeeming CD entries as Not Given is an event that will write an entry into the CD Register when items have previously been marked as Collected. The CD Register can be viewed when printing and/or exporting a CD Register report and will display;

  • The Date Supply received or date supplied column populated with;
    • The date and time the event occurred
    • A unique CDR ID
    • An Original CDR ID. This is the CDR ID of a linked event, in this case the linked event is when the items were originally marked as collected
    • The pack size and unit of measure of the CD
    • The Name and Role of the logged in user
  • The Name and address of person or firm supplied column populated with the patient details
  • The total running Balance after the event
  • Notes describing the event, in this case is Not Given

Marking dispensing events as Given where previously marked as Not Given can only be actioned from the Reprints tab or the patient’s PMR.

  1. Locate and highlight;
    1. Your patient within the Reprints tab and select the [Edit Script] button, or
    2. The prescribed item within the PMR and click Edit Rx
  2. The Edit Prescription Dispensed window opens as a pop-up where you can see the item(s) marked as NOT GIVEN within the Dispensing Details section. Highlight the item to mark as Given and select the [F7 – Given] button.The NOT GIVEN tag is removed.

  1. You must enter a Reason for Change from the drop-down menu, and notes can be entered if required in the Edit Reason field. Select the [F10 – Save] button once complete.
  2. An Edit Prescription pop-up displays advising that the first CD Register entry cannot be located and therefore you must manually update the CD Register by manually adding a new CD entry as Awaiting Collection or Collected. Select the [OK] button.

  1. A second pop-up advises that you are required to manually alter the order for this item and hand endorse the script. Select the [OK] button.

Expired/Expiring Prescriptions 

ProScript Connect will allow you to redeem an owing as Collected in the following circumstances;

  • Within the prescription expiry period
  • On the last day of the expiry period
  • After the expiry period and within the grace period

The grace period can be edited within the CDR menu of the Edit Application Settings window, and is the number of days after a CD item’s expiry date that you can mark an item as Collected in the CDR Manager. This cannot be greater than 5 days.

Once the expiry date and grace period have passed, you will no longer be able to mark the item as Collected as all buttons will be disabled, and the prescription will be tagged as Expired.