PioneerRx - Rx Transaction Grid Tutorial
Summary
TLDRThe 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
- π **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.
- π **Date Range Search**: Users can search for RX items that were changed within a specific date range by selecting dates using the calendar icons.
- π **Quick Search**: Initiate the search by pressing F12 after setting the date range for quick and efficient results.
- π **Data Options**: The results tab offers options to filter, total data, add new RX transactions, and edit records directly from the screen.
- π₯οΈ **Customizable Views**: Users can choose between default views (basic or expanded) or create their own custom layout for viewing results.
- π **Reorder Columns**: The order of columns in the results can be changed by clicking and dragging the column headers to the desired position.
- π **Resize Columns**: Column widths can be customized by hovering over the border and dragging or by double-clicking the right border for automatic sizing.
- π **Freeze Columns**: To keep certain columns visible while scrolling, users can 'pin' them in place using the pen icon within each column.
- π **Freeze Rows**: Similarly, rows can be frozen to remain in view while scrolling through data.
- β¬οΈ **Sort Data**: Data can be sorted by clicking on column headers, and sorting can be done in ascending or descending order by clicking again.
- β¬οΈπ **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
π 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.
Mindmap
Keywords
π‘Pioneer RX
π‘RX transaction
π‘Search parameters
π‘Date range
π‘Results tab
π‘Filtering data
π‘Customizing views
π‘Column headers
π‘Freezing columns
π‘Sorting data
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
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