TeamDME Main Grid

Updated 1 year ago by Steven Garand

Link or Add items showing in the 'Send' section. Update items if appropriate. When all item are under the 'View' section the transfer is complete.
Data can be exchanged both from RxWeb to TeamDME (To direction) and from TeamDME to RxWeb (From direction).
Associating items that are the same between RxWeb and TeamDME (Linking) are done only for the items associated with the open order.
As data for more orders are exchanged, the faster the exchange process becomes, since some items are already linked from exchanging data from previous orders.
Set the direction, username, and password then click on the 'Fill/Refresh items to send/get' button to load the items.
When using this feature for the first time, the Salesperson custom team member type, Customer Service custom team member type, and the Taxtable type must be set.
The payors and line item manufacturers associated with the order must be linked in the payor and manufacturer grid.
The data for other items can be linked, added, updated, or unlinked in the main grid.
The 'Show details of selected rows' button allows comparison of data between similar items. This is useful when deciding if an item should be updated. The detail (comparison) grid will highlight the data that would be updated.
RxWeb line item changes are not updated or added from RxWeb to TeamDME if TeamDME has any existing line items (Medical Items). If changes are made to RxWeb line items, all TeamDME Medical Items must first be manually deleted. When no TeamDME Medical Items exist, they will be created from the current RxWeb line items during the Update on the Order item.
Line items are not added or updated from TeamDME to RxWeb.
Reordering payor priorities (List Order) values or deleting payors does not re-order or delete payors for an order during an Add or Update on an Order item. Manually re-order and delete payors.

Options

  • Add: Adds a new item. If an exact match is found the Add option is not shown for the item to prevent creating duplicate items.
    • To: Adds a new item to TeamDME from an existing item in RxWeb
    • From: Adds a new item to RxWeb from an existing item in TeamDME
  • Link: Associates the same item from both systems. Only possible match options are shown.
    • To: Possible matching items are shown from TeamDME based on the actual item in RxWeb.
    • From: Possible matching items are shown from RxWeb based on the actual item in TeamDME.
  • Update: Updates the data of a linked item. Item must first be linked before an update is allowed. You can view the pending changes before updating by using the View Item Data feature.
    • To: The TeamDMEitem values are updated to the item values in RxWeb .
    • From: The RxWeb item values are updated to the item values in TeamDME.
  • Unlink: Removes the association between the item in both systems.

Actions

  1. Add
  2. Link
  3. Update
  4. Unlink


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