PioneerRx - Rx Transaction Grid Tutorial

Summary

The video tutorial guides users on customizing X transaction search results in Pioneer RX. It demonstrates initiating a search from the main screen, specifying parameters like RX items, patient, prescriber, and dispensed items, and filtering by date range. The results tab offers options to filter, total data, add or edit records, and customize view layouts. Users can reorder and resize columns, freeze specific columns for easier navigation, and sort data by single or multiple columns to organize information efficiently.

Takeaways

• 🔍 **Customize Search**: Pioneer RX allows users to customize their transaction search results by specifying parameters such as RX items, patient information, prescriber details, and prescribed or dispensed items.
• 📅 **Date Range Search**: Users can search for RX items that were changed within a specific date range by selecting dates using the calendar icons.
• 🔑 **Quick Search**: Initiate the search by pressing F12 after setting the date range for quick and efficient results.
• 📊 **Data Options**: The results tab offers options to filter, total data, add new RX transactions, and edit records directly from the screen.
• 🖥️ **Customizable Views**: Users can choose between default views (basic or expanded) or create their own custom layout for viewing results.
• 🔄 **Reorder Columns**: The order of columns in the results can be changed by clicking and dragging the column headers to the desired position.
• 📏 **Resize Columns**: Column widths can be customized by hovering over the border and dragging or by double-clicking the right border for automatic sizing.
• 📍 **Freeze Columns**: To keep certain columns visible while scrolling, users can 'pin' them in place using the pen icon within each column.
• 🔒 **Freeze Rows**: Similarly, rows can be frozen to remain in view while scrolling through data.
• ⬆️ **Sort Data**: Data can be sorted by clicking on column headers, and sorting can be done in ascending or descending order by clicking again.
• ⬆️🔄 **Multi-Column Sort**: Users can sort by multiple columns by holding the shift key and selecting additional columns, with the primary sort column determined by the first clicked.

Q & A

How do you access the RX transaction search in Pioneer RX?

You can access the RX transaction search by clicking on the binoculars located next to the Edit RX button on the ribbon bar in Pioneer RX.

What are the different parameters you can specify when searching for RX transactions?

You can specify your search parameters by searching by RX related items, patient information, prescriber details, prescribed item, or dispensed item.

How do you search for RX items that were changed within a specific date range?

To search for RX items changed within a specific date range, click on the calendar icons next to the correlating fields, select the date, and then hit F12 to begin the search.

What happens after the search is completed in the RX transaction search?

After the search is completed, you will be automatically taken to the results tab where you can view and manage your search results.

What options are available to you in the results tab of the RX transaction search?

In the results tab, you have the option to filter or total your data, add a new RX transaction, edit records, and choose how to view your results.

How can you customize the layout of your results in the RX transaction search?

You can customize the layout by changing the order of the columns, resizing them according to your preference, and creating your own layout as Pioneer allows.

How do you freeze specific columns while scrolling through the results?

To freeze columns, click on the pin icon inside each column that you want to keep in view while scrolling. This will keep those columns in place.

What is the purpose of freezing columns in the RX transaction search results?

Freezing columns helps to keep important information, such as patient names and RX numbers, visible at all times while scrolling through the data.

How can you sort your data in the RX transaction search results?

You can sort your data by clicking on the column header. An arrow will appear indicating the sort order. Clicking the title again changes the order to ascending or descending.

Is it possible to sort by multiple columns in the RX transaction search results?

Yes, you can sort by multiple columns. To do this, click on the header of the first column you want to sort, hold down the shift key, and then click on the second column.

What does the arrow next to a column header indicate in the RX transaction search results?

The arrow next to a column header indicates the current sort order. If the arrow is pointed up, the data is in ascending order; if it changes direction, it sorts in descending order.

Outlines

00:00

🔍 Customizing RX Transaction Search in Pioneer RX

The video script explains how to customize RX transaction search results in Pioneer RX. It begins with navigating to the RX transaction search screen from the main screen by clicking on the binoculars icon. Users can specify search parameters such as RX-related items, patient information, prescriber details, prescribed items, or dispensed items. The tutorial demonstrates how to search for RX items changed within a specific date range using calendar icons and initiating the search with F12. Once the search is complete, users are taken to the results tab where they can filter, total data, add new transactions, and edit records. The video also covers customizing the view of results by changing the order of columns, resizing columns, and freezing columns for easier data navigation. Additionally, it explains how to sort data by single or multiple columns to organize the grid according to user preference.

Keywords

💡Pioneer RX

Pioneer RX is a pharmacy management system that is central to the video's theme. It is a software platform that allows for the management of prescription transactions, patient information, and other pharmacy-related activities. The video script describes how to navigate and utilize various features within the Pioneer RX system, such as searching for transactions and customizing views, which is essential for pharmacy professionals to efficiently manage prescriptions and patient data.

💡RX transaction

An RX transaction refers to the process of managing prescriptions within the pharmacy system. In the context of the video, it involves searching, editing, and adding new prescription records. The script explains how to initiate a search for RX items that were changed within a specific date range, highlighting the importance of tracking and managing prescription changes over time.

💡Search parameters

Search parameters are the criteria used to filter and locate specific data within a database. The video script instructs viewers on how to specify search parameters in Pioneer RX, such as searching by RX-related items, patient information, prescriber details, or dispensed items. This feature is crucial for quickly accessing the relevant prescription data needed for patient care and pharmacy management.

💡Date range

A date range is a specified period of time used to limit the scope of a search. In the video, the script details how to select a date range for searching RX items that were changed within that time frame. This functionality is important for pharmacies to track changes and updates to prescriptions over specific intervals, which can be critical for patient safety and regulatory compliance.

💡Results tab

The results tab is a section of the Pioneer RX interface where search results are displayed. The video script mentions that after a search is completed, users are automatically taken to the results tab, where they can view, filter, and manipulate the data. This tab is a key component of the user experience, as it presents the outcomes of searches and allows for further actions to be taken on the data.

💡Filtering data

Filtering data involves narrowing down a dataset to include only the information that meets certain criteria. The video script explains how users can filter their search results in Pioneer RX, which is essential for managing large volumes of data and focusing on specific subsets that are relevant to the user's needs.

💡Customizing views

Customizing views in Pioneer RX allows users to tailor the display of data to their preferences. The script mentions the ability to create custom layouts and change the order of columns in the results view. This feature enhances user experience by enabling pharmacy professionals to organize information in a way that is most useful for their workflow.

💡Column headers

Column headers are labels that appear at the top of columns in a grid or table, indicating the type of data contained in that column. In the video script, it is mentioned that users can click on column headers to change the order of columns or to sort data. This functionality is important for users to organize and interpret the data presented in the system.

💡Freezing columns

Freezing columns is a feature that allows users to keep certain columns visible while scrolling through a large dataset. The video script describes how to freeze columns listing patient names and RX numbers, ensuring that these important identifiers remain in view. This feature is particularly useful in a pharmacy setting, where quick access to patient and prescription information is essential.

💡Sorting data

Sorting data refers to arranging items in a dataset in a specific order, such as alphabetically or numerically. The video script explains how to sort data in Pioneer RX by clicking on column headers and using the shift key to sort by multiple columns. This feature is crucial for organizing data in a meaningful way, which can facilitate tasks such as reporting and analysis.

Highlights

Customization of X transaction search results in Pioneer rx

Accessing the RX transaction search screen via the binoculars icon

Specifying search parameters by RX related items, patient information, prescriber details, prescribed item, or dispensed item

Searching for RX items changed within a specific date range using calendar icons

Initiating a search by pressing F12

Automatic navigation to the results tab upon search completion

Options to filter, total data, add a new RX transaction, and edit records from the results screen

Customizing the view of results with default or user-created layouts

Changing the order of columns by dragging column headers

Customizing column sizes to preference with the cell selection tool

Using automatic sizing feature by double-clicking the column header's right border

Freezing columns for easier data correlation while scrolling

Freezing rows to keep specific data in view while scrolling through data

Sorting data by a single column or multiple columns

Sorting data in ascending or descending order by clicking the column header

Sorting by multiple columns using the shift key and column headers

Customizing the sorting order of columns to match specific report requirements

Transcripts

our X transaction search results can now

be customized in Pioneer rx to begin

your search from the Pioneer rx screen

click on the binoculars located next to

the Edit RX button on the ribbon bar

this will bring you to the RX

transaction search screen where you can

specify your search parameters you can

choose to search by RX related items

patient information prescriber details

prescribed item or dispensed item I'll

choose to search for RX items that were

changed within a specific date range by

clicking on the calendar icons located

next to the correlating fields once I

have my date selected I hit f12 to begin

my search when the search is completed

you'll be taken automatically to the

results tab

here you have many options you have the

option to filter or total your data you

can add a new RX transaction and you can

edit records all from this screen you

can also choose how to view your results

default views are basic or expanded but

pioneer allows you to create your own

layout which we will discuss in later

videos you can change the order of the

columns by clicking on the column

headers and dragging them where you

would like them placed I'll take the

dispensed item column and move it to the

left at the prescribed item column I can

order as many columns as I choose

the size of each column can be

customized according to your preference

look at your mouse on the border of a

column you wish to resize until the cell

selection tool appears it kind of looks

like a plus sign

be sure the field that you're going to

be resizing is highlighted then click

and hold the columns border with your

mouse and drag it to the desired width

to use the automatic sizing feature

double click on the right border of the

column header

you

let's examine our grid when you scroll

the window to the right you hardly know

what information correlates to what

script let's freeze the columns listing

our patients names and our X numbers so

those columns don't disappear while

scrolling that pen icon is located

inside each column click on the pin that

correlates to the column you want to

freeze notice that the columns you can

move to the leftmost position on your

grid now as I scroll through the columns

the patient and our X number columns

remain in place to freeze a row in place

the same concept applies pin the row you

want to stay in view and scroll through

your data

at times you may need to sort your data

by a particular column or columns to

sort your grid by one column let's say

prescriber click on that column header

and arrow will appear when the arrow is

pointed up data is in ascending order

click on the title again to change to

descending order the arrow will change

as well that it can also be sorted by

multiple columns to sort using more than

one column click on the header of the

first column you would like to sort hold

down the shift key while clicking on the

second column we want our report sorted

according to patient and then our X

number as you can see our columns are

now sorted by patient first and then our

X number columns will be sorted

according to which column you click

first second third and so on