PK Software, Inc.

Changes in the software

Make sure that you read ALL update changes before you do your update. Some changes may affect your pharmacy operation and may require the setup of certain of new features.

Changes in 3.7.12        Apr. 11 , 2005
1. If you have the A/R module and the credit card module there was an issue when posting a credit card payment to the A/R. This is corrected.
2. There were some minor changes to the PCCA worksheet style. (This is for PCCA support only)
3.  There were some changes in the printer mapping for Rx on hold labels and Call Dr labels. They both go to the same printer.   After this update you may need to go into File->Printer setup->Rx on hold labels & Call Dr Labels to reconfigure your printer settings.
4. When making a log the LOT NUMBER for the ingredients and devices no longer automatically drops down. This is for users that are not using the inventory system. It would force them to view the drop down & press the Esc. key and then type in their lot number.
5. Deleting a claim from the reconciliation system is added to the data tracking system. (If data tracking is enabled in Options).
6. The data tracking system now requires a password to delete records. This password can only be obtained by PK home office support.
7. The Compounded claim form will ONLY print for drugs/formulas that have the drug type set to 'C' (Compounded). The claim form will not print for Brands or Generic drugs.
8. The Compounded claim form will now ask if you want to print ALL ingredients or just the ones marked as active.   This is in preparation for the next release. We will be moving the main claims setup to each insurance. This will allow each insurance to be setup independently.
9. The are several more hot keys in the software.
10.   On the windows that have tabs, we've changed the hot keys to be numbered.   I.e.   1.Chemical 2.Add Inventory 3.Current item.    The number is the hot key.   To quickly use the keyboard to go to the 2nd tab, the user would press Alt-2.
11. There is a new command line parameter that can be setup by PK Software home office that allows one client to link into two different data servers.   Caution: This should only be setup by the PK Software home office.
12. There were a few changes to the Worker's compensation billing forms.
13. On the Help menu there is a new option that will load your browser to view the latest software update changes.
14. When installing the updates, you are given the option to load your browser to view the latest software update changes.
15. Chemical Inventory/Pricing System:   In this release we changed how chemical inventory and pricing is entered, edited and displayed.   We did this to accommodate several different ways users were using the inventory/pricing part of the chemical inventory.   We will describe the various ways users have tried to use the chemical inventory system.
       a. Users that are using full strict inventory (This is set in options). With this set the software forces you to use a lot number that was checked into the chemical inventory system. It does several checks when entering inventory into the software.    This is also used with the chemical QA bar coding.
       b. Users that are not using strict inventory but still enter chemical inventory information into the chemical inventory.   When using this system users can still select a lot number using the drop down list but the software does not force the drop down list.   They can hand-enter a lot number, expiration date, pricing, etc.
       c. Users that have entered some data into the chemical inventory system but do not keep it current.    In other words, part of the chemical data is from the inventory item and part is from the chemical.
       d. Users that do not enter any information into the chemical inventory, but they do enter prices, etc. into the current chemical item tab for a chemical.
Programming the different ways users use the software has created some problems in the past. Part of this problem is the various pathways the software would take when controlling inventory. Part of the problem is education of users on the various ways to do inventory. This creates a lot of over head in the software where the software is trying to synchronize the information between the items checked into chemical inventory and the current chemical inventory item.
    Part of this programming change allows for better QA in compounding. In version 3 several new items are stored with the logs that were not stored in version 2. I.e. The actual NDC number of the product used, the actual price, etc. These are also required for proper billing when billing a third party. The programming also allows for QA in compounding by bar coding chemicals.
    In this release, we modified how inventory is linked to an inventory item. If you are using the 3rd tab on the chemical edit to edit all of the current information, you should press the UNLINK button.
    If you are only tracking pricing and not inventory for your chemicals, when entering the information you can skip the inventory amounts and enter the pricing. You can enter a dash "-" for the lot number.
    In this new Chemical Inventory window, look for several new hot keys. I.e. Alt-N takes you to the NDC field.
Theses changes will help ALL USERS to make better use of the software.
16. There are several new checks in the online billing when saving a claim to the reconciliation file.   These checks are internal checks that can be used by our home office in diagnosing reconciliation information. Options: Data tracking must be enabled to track this information.
17. If you are dispensing a brand or generic item in the prescription and you leave the "Discard after" field blank, the software will default to one year.
18. The refill reminder system added another filter.   By Doctor Practice type (NOT).    This allows you to filter all by practice types that does not match a specific type. I.e. all but not VETS.
19. The log of scripts summation pricing fields no longer print when you select NO PRICING or NO COSTS.
20. The new ONLINE backup service provided by PK Software is now available. See our website for more information.
21. The multiple log of scripts report can now print up to four lot numbers.
22. Users that use DK Healthcare can upload a file from their wholesaler that will update their drug file. (Costs & AWP)
23. Users that use Mutual as a wholesaler can upload a file from their wholesaler that will update their drug file.   (Costs & AWP)

Changes in 3.7.11        Mar. 21 , 2005
1.   There is a new function in formula edit. This is designed to help users converting from other systems.   On the ingredients and instructions tab, there is a new button (COPY INGREDIENTS). This button will copy the ingredients and instructions from another formula to the current formula. The current formula cannot have any ingredients.
2.   If you have the AUTOMATIC LOG OFF FEATURE enabled in Options but you do not have the USER SECURITY SYSTEM enabled, the software will display a warning. If you want to use the automatic log off feature you must enable user security.
3. In the 3.7.10 update we made a change so that the software will automatically recalculate the beyond use date of a log based on the shortest expiration date of an ingredient. The software will now show both dates and ASK if you want to change the date.
4. The software now allows you to export doctors to an encrypted XML file.   The file can then be imported back into another computer that is using The Compounder. This is useful for transferring doctor information between two computers if you have two or more stores.

Changes in 3.7.10        Mar. 16 , 2005
1. Mutual Drug Wholesaler update: Users that use Mutual Drugs can update their drug/formula file with the net costs and the AWP. See the new manual (3.7.10) for details on this process.
2. We've created a new conversion process for users that want to upgrade from other software vendors. We can convert data from other pharmacy prescription and compounding software into our system.    This includes formulas, chemical, prescriptions, A/R accounts, etc.   The turn around is very quick! Call us for more details.
3.   QuickBooks interface. When using the QB Batch send function, you can now set to to send only invoices before a certain date.
4.   Users that need to send their data file to Atlantic Associates can now do it FTP (internet).   This is described in the new manual. Search the Index for ASAP / Atlantic Associates.
5.   A/R users can use the LOCK account function. This was in version 2 of the software and have been added to version 3. With a locked account, you cannot create invoices or debits.
6. One of the new features updated the chemical's billing NDC from the NDC number of the item that was checked into inventory.   However, this may have caused problems where users did not enter the NDC number for the inventory item. It would blank out the billing NDC.   In this update, we only update the chemical's billing NDC number IF there is an NDC number in the inventory item.
7. Corrected a bug that was introduced in 3.7.9.   When you made a log entry while filling a refill you would get an A/V error followed by a "query not in insert mode" error.
8. There is a new function that checks the beyond use date when making a log. When you save a log the software will compare each ingredient's expiration date. If any of them are less than the beyond use date (expiration date) of the log, the beyond use date of the log will be set to the shortest date.

Changes in 3.7.9        Mar. 10 , 2005
BEFORE DOING THIS UPDATE WE RECOMMEND THAT YOU WRITE DOWN YOUR CURRENT PRINTER, BALANCE and MODEMS SETUP.
1. Made a correction to one of the patient Rx history reports. The report would show no data.

Changes in 3.7.8     Mar. 09 , 2005
BEFORE DOING THIS UPDATE WE RECOMMEND THAT YOU WRITE DOWN YOUR CURRENT PRINTER, BALANCE and MODEMS SETUP.
1. Misc. software changes - user interface (speed codes).

Changes in 3.7.7     Mar. 03 , 2005
BEFORE DOING THIS UPDATE WE RECOMMEND THAT YOU WRITE DOWN YOUR CURRENT PRINTER, BALANCE and MODEMS SETUP.
1. The software no longer stores the credit card security date for patient credit cards, doctor credit cards and A/R credit cards.    The data in the data file is wiped and the field is no longer used by the software. This is required for the Cardholder Information Security Program (CISP). See http://visa.com/cisp for information on VISA.   See https://sdp.mastercardintl.com for information on MasterCard.
2. There are several changes in regards to running the software by a Windows users that has a "limited account".    All of the printer setup information was stored in the HKEY_LOCAL_MACHINE registry section. We've migrated these settings to the HKEY_CURRENT_USER.   We've also migrated the modems setup and the balances setup. The migration will take place when you first start the software after the update. If for any reason you printer settings did not copy automatically you can click here for information on how to manually copy the settings.
3. A Windows user that is an administration must install the software and do updates on the software.
4. There were minor changes in the user interface for easier selecting of items in a drop down list.
5. There was a correction made to the custom batch labels.
6. When you exit making a custom label you get an informational message letting you know if you need to make any printer setting changes.
7. Minor changes to the user interface for easier selecting of items in a drop down list.
8. Changes in the DBCheck3 program for one step restore.
9. Re-linked allergies for users converting from V2 that are not using the clinical module.
10. New manual is available.
11. Miscellaneous changes to the software.
12. Pricing is now only done at the end of a log.
13. Many parts in the software where is required a double click has been replaced by a single click.
14. There where several changes to the QuickBooks module. See new manual for full details.
15. Miscellaneous changes to the software.

Changes in 3.7.1    Release #1     Jan. 24, 2005
1. The filter windows are now in sizable. You can resize the window by dragging the corner with your mouse.
2. Many of the filters now have the capability to display NON matching records. I.e. you want everything but one ones selected. Example: show all of the chemicals where the form is not DEVICE.
3. The worker's compensation space for the drug name has been expanded to 100 chars.
4. In options there is a VIEW PATIENT/DOCTOR NOTES:   The doctor part is new. If this is checked then when you fill a prescription the software will display the doctor's note if the doctor has a note.
5. On the edit doctor window on the NOTES tab, there is a new button that will delete a doctor's note.
6. The "link Rx to logs" window now has several more short cut keys.
7. The patient's species was added to the prescription history window.
8. There is a new field on the formula pricing tab. PUBLISHED PRICE. This is a simple check box that was requested by a pharmacy that needed to know that if the price that was entered was a published price or a non-published price.
9. Formulas that were downloaded into the software are now tracked. You can run a formula list report and filter off the field DOWNLOADED.   The field value is "T".
10. The ScriptPro dispensing interface has been changed to allow for more tagged fields. This means that more information will be sent to the dispensing robot. The software will now send all fields that are available to a prescription label to the dispensing robot . Also the setup has been moved to File->Options. You will need to know the IP address of their server and the port number.
11.   The worksheets have changed: The expiration date is now changed to Beyond use date (and time if applicable). This is FOR USP standards.
12. The logged formula worksheets have changed. By the beyond use date the software now displays (__ days after compounding date).
13. There is a new cyclic filling program. See the NEW manual for detailed information on how this works with the To-Do management system. With the cyclic filling system you can add prescriptions to the list and their refill due date is automatically added to the To-Do management system.
14. The PKS Bar code checking mechanism now prints the chemical ID on the inventory bar codes. When making a log and doing the bar code the software will display both the Chemical ID of the chemical used in the formula and the Chemical ID of the item used in the bar coding. This will help with problems where there are two chemicals with the same name in the chemical system. The warning message for non-matching chemicals has also changed to display the chemical IDs.
15. There is a new custom report for sending to the SERONO, INC. company. This report (Excel file) is used for product tracking by the SERONO company.   Reports->Prescriptions->SERONO report.
16. The Hot plate, Clean room, Compounding room, Refrigerator, Freezer and pH meter logs now have a new field "WHICH ONE". This is a field that holds 8 chars. This is for use when a pharmacy has more than one item they would like to track. I.e. if they have two compounding labs. They can enter ROOM1 and ROOM2 in this field.
17. When editing a formula and you have the instructions editor open, you can now insert various symbols by using the insert menu.
18. When editing a formula and you have the instructions editor open, you can now insert information from the Compounding Information lists by using the insert menu.
19.   Several miscellaneous corrections and changes to the software.
20.   On the To-Do management system there is a new check box MULTI-SELECT. If this is checked you can select multiple items. This makes it easy to delete an entire selection of items from the list.
21. The first time you clicked on a menu there was a delay (Windows is loading sound drivers).   We coded a work around the driver and there is not menu delay now.
22. NON-HUMAN PATIENTS: There is a new field available on the Rx labels: "Vet notification". If the patient species is not HUMAN then it will turn on this field to say "Not for food-producing animals or resale". If the patient species is HUMAN it will set this field to a blank.   This field may be added to the Rx label as a DBText. A blank patient species is considered HUMAN.
23.   There was an issue deleting logs that had devices where some of the devices could not be added back into inventory. This issue is corrected.
24. There is a new way to increase formulas special quantity pricing.   File->Data file utilities->Formulas->Pricing->Increase formula quantity pricing. This utility gives you several different ways that you can change for quantity pricing. See the new manual for details.
25. There is a new manual that now contains the date that the topic was last edited.
26. In Options under program setup there is a new feature that deals with the strict inventory.    This feature is "DO NOT CHECK DEVICES/STRICT INV.   If this is checked then when making a log all devices are not checked by the strict inventory system.
Also strict inventory is now in it's own group.
27. The PKS Bar code labels for chemicals and devices now includes a check box for the lot number. You can use a pen to check if the lot number was verified after the bar code was printed. It also includes a Certificate of Analysis check (CofA [   ]).    It also has a blank line at the bottom where the pharmacies can manually write down the unopened weight or for any use the pharmacy see appropriate.
28. The bar code check now shows on the detailed and standard logged formula worksheets.
29. The log list report now shows the quantity made remaining.
30. There is a new way (yes another way) to do pricing.    This is all done by the schedule and not by the formula.   See the manual for full details on this new pricing method. There is an example under Pricing->Using Schedule Unit Price.
31. There is a new utility to help correct chemical inventory. File->Data file utilities->Inventory->Set Chemical stock from inventory items. This is documented in the new manual.
32. There is a new utility to help correct formula inventory. File->Data file utilities->Inventory->Set Formula stock from amount remaining in logs. This is documented in the new manual.
33. There is a new PCCA Training video CD.    This has a test video on the root folder of the CD.
34. The single formula worksheets are now covered by the user security system. In User Security under formula, users can have the rights to print formula reports.   Previously worksheets were not included under this security model. Now they are.
35. PCCA CPM: The names and pricing of three segments have changed.   1. Medicaid is now Pediatric. 2. Medicare is now Inhalation. 3. 3rd party is now Podiatry and 4. Immunizations is now Inhalations. PCCA CPM users will need to download and install a new CPM Segment file for all the pricing changes to work. Contact CPM services for more information.
36.   The chemical items that have been checked into inventory report can now be filtered on positive or negative amounts.
37. There are several new utilities (in data file utilities) that can help with resetting inventory levels.

Changes in 3.6.11    Release #11     Jan. 5, 2005
1. There is a new credit card report that can be ran from the main menu.   This is for users that have the credit card module. The report will show items that have been sent PC Charge.
2. There were several changes in the A/R -> QuickBooks interface.
3. The custom batch labels now have the capability to print the active ingredients for a formula.
4. The PCCA CPM segment is now displayed on the Rx history detailed tab.

Changes in 3.6.10    Release #10     Jan. 3, 2005
1. Several miscellaneous changes to make a better user interface.

Changes in 3.6.9    Release #9     Dec. 28, 2004
1. When viewing the prescription history and you pressed the DIRECTIONS checkbox the software would display the directions plus the formatting codes. It not longer displays the formatting codes.
2. When using the drop down lists to select inventory and using the option to have the software display only items that have not expired the software would not show any items where the expiration date was blank. It now displays both non-expired items and items where the expiration date is blank. I.e. Devices.
3. Some of the patient reports have more filters.
4. The software deducts inventory for devices when doing refill prescriptions. You must select the lot number using the drop down list.
5. If you edit a formula while using the formula "keep open" check box and you press the "make log" button, the software will now close the formula keep open window. This makes for a cleaner user interface.
6. Editing doctor information now follows security to viewing profits. If the user does not have security to view doctor's profits then profit information is not displayed.
7. Log of scripts: Users that cannot view profit reports can now run the log of scripts report and show only the full amount. They cannot view costs, profits, etc.

Changes in 3.6.8    Release #8     Dec. 27, 2004
1. Did a correction to the logging process of the software. A bug was introduces in the 3.6.7 build.

Changes in 3.6.7    Release #7     Dec. 23, 2004
1. The logged formula worksheet (detailed only) now prints the chemical's CAS number on the worksheet.
2. The ASAP report now allows the pharmacy to not send in prescriptions filled for doctor's offices. You should first check with your state board of pharmacy to determine if these prescriptions need to be sent. In editing a patient there is a field USE BUSINESS. There is also a new check box "DO NOT SEND IS PATIENT USE BUSINESS". If this is checked and the patient USE BUSINESS is checked then ANY prescriptions filled for this patient will not be included in the ASAP report.
3. There is an updated manual with this release.
4. In the ASAP report if you check SEND METRIC QTY FOR COMPOUNDS, the software will send the actual amount of controlled substance used as the metric quantity and not the amount dispensed. I.e. If you dispensed 30ML of MS 10mg/mL The software will send 0.3 GM (300 MG) as the amount and not 30 ML as was dispensed.   If a formula contains more than one controlled substance the software will add all controlled substances and submit that as the metric quantity.
5. Several changes were done in the software to allow it to run under a windows user that does not have administrative rights. NOTE: An administrator must install the software, they must all set up the modem and printers.   A windows user without administrative rights is not allowed to change these settings in the software. A warning message is displayed if the user does not have administrative rights.
6. The PCCA CPM report averages for each segment were corrected. The CPM report was averaging over all the prescriptions and not by segment.
7. The soft (Last name) was taken out of the doctor usage report. The two available sorts are by NUMBER OF DISPENSINGS and TOTAL RX PRICE.
8. When entering chemical inventory you must now enter a package size.
9. There were several changes to the chemical inventory report to make it easier to read/understand.
10. In the TO DO MANAGEMENT SYSTEM we added a new button that will allow users to view a note from an older version. This was needed so users that convert from version 2 could still see the notes. The notes are stored differently in version 3.
11. The second tab of the chemical was changed from INVENTORY to ADD INV.
12. The PKS Chemical Bar code label now prints the package cost. Previously it would print the total cost for all packages.
13. Online billing: When billing a secondary insurance the software no longer requires the grid refresh to send the COB segment.
14. There were some changes in the PCCA CPM pricing schedule.   This will help when a price has both a quantity price and a CPM price and display the correct CPM price.

Changes in 3.6.6    Release #6     Dec. 15, 2004
1. When adding or editing a chemical inventory item the package size, the number of packages and the amount to add to inventory are now required fields.
2. When saving a log the software was made about 40% faster.
3. When doing merges (chemicals, formulas, doctors, etc.) at the end of a merge, the software will now ask if you want to merge more items. This makes it easier to do merging as you do not have to go through the menu again.
4. Printing a formula worksheet from the new Rx or Refill Rx will now go to directly to the printer and not the print preview. This takes one step out of the software.
5. There are several changes to the QuickBooks interface when doing the initial transfer of data.

Changes in 3.6.5    Release #5     Dec. 2, 2004
1. Pricing schedule lookup now shows the minimum price for the pricing schedule.
2. We've activated the prescription price override report. This report shows the difference between the calculated price by the software and the amount actually changed to the patient.
The sum is on the bottom of the log of scripts reports. The multiple line LOG OF SCRIPTS report shows the price override amount.   An example: if the software calculates a price of $60.00 and the user changes the price to $45.00 a -$15.00 will be saved as the override price with the dispensing.
3. Users of the PCCA CPM module can inactivate all formula quantity pricing by contacting support for a special query. This will allow the system to only use the PCCA CPM pricing codes and not the quantity pricing unless you activate the quantity pricing item for each formula.
4. When making a log the pharmacist and technician drop down lists now shows their active status.
5. On the online billing window there is a new button that allows you to view all of the information that was sent to and received from the insurance company and the switch.
6. There was a change in formula import program.    A user reported a problem when importing formulas.
7.  When using the integrated balance with the software and when you record a weight from a balance to the software if you are off by more than the allows amount (percent set in options) the software will display a large flashing warning message.
8.   If you enter an Rx number that is not on file, the software will now ask again for another number. In previous versions it would close and the user would have to select the option again.
9. We reformatted the chemical inventory report.   We took out the lines between each item and right justified the dollar amounts.
10.   There are a few minor changes in the patient's SOAP notes. Word wrapping is now in effect in the window view.
11. The software now makes billing a patient's secondary insurance much easier.   See the manual (Insurance->Online billing->Billing two insurances) for detailed information. You must do the FULL update or update from the CD to get the latest manual. You can view the version of the manual by looking at the very top page of the help file.
12. Corrected a "CANNOT SET FOCUS TO A DISABLED WINDOW" message that would occur if you filled a new Rx and and tried to save the Rx without entering a doctor.
13. The compounded claim form now says INGREDIENTS and not ACTIVE INGREDIENTS. Some insurance companies are requesting all ingredients and not just the active ingredients.
14. There are several changes in the PCCA CPM module to make pricing easier.     You can now use formula quantity pricing with the CPM module.   The minimum Rx price now works with the CPM module. NOTE: CPM users need to re-import the CPM pricing file.
15. The items checked into inventory report now shows the sum for the package cost amount at the end of the report.
16.  On a new Rx the software now allows a maximum days supply of 1000.

Changes in 3.6.4    Release #4     Nov. 26, 2004
1. When editing a log the formula inventory is now adjusted by the quantity remaining field.
2. There are a few changes for PCCA CPM users. You are now reminded when a refill does not have a CPM code.
3. The date checked on the logged formula worksheet now has more spaces that makes it easier to hand write a date.
4. The ingredients NDC numbers are added to the standard logged formula worksheet.

Changes in 3.6.3    Release #3     Nov. 22, 2004
1. We took out the live spelling on some of the RichText forms. On some computers this caused the cursor to display 3 or 4 spaces ahead of the cursor.
2.  You can now view a claim in the reconciliation file from the prescription status window.
3. There are several changes to the 3rd party reconciliation file system. The reconciliation report shows more fields. When canceling a dispensing the software search the reconciliation file for that dispensing and displays a warning message if the claim has not been reversed.
4. The reconciliation reports have more fields. The report now shows the percentage off of the amount billed versus the amount paid plus the co pay.
5. In Data file utilities, you can now set the pricing schedule for formula by BRAND, GENERIC or COMPOUNDS. This makes settings up brand, generic and compound pricing easier.
6. Online billing: We added in 466-EZ 13=State issued. This was missing from the software.
7. The detailed logged formula worksheet now prints the ingredients NDC number.
8. In the third party reconciliation system you can now manually add a claim.   The software will ask for the Rx number. If the Rx has been dispensed more than once you will need to select the dispensing. The software will then give you default values to add to the reconciliation file. You can use the default values or you can change them before adding the claim to the reconciliation. You can access this new feature from the reports->reconciliation menu or press the ADD CLAIM button from the reconciliation window.
9. The QuickBooks module is now ready for full use. The data conversion for existing PK Accounting users is now complete.

Changes in 3.6.2    Release #2     Nov. 19, 2004
1. Misc. changes in the software.
2. Some logs could not be deleted for inventory control. This is corrected.

Changes in 3.6.1    Release #1     Nov. 12, 2004
1. In 3.5.17 we added a new test interface for entering ZIP codes. Users did not like this so its taken out.
2. In the A/R archive window the line items did not display properly.
3.  When filling a New Rx, you can change the date filled. It's on the Misc. tab.   The date control does NOT do any checking to verify if the Rx can or should be filled so it should be used with caution.
4. The 3/rd party reconciliation adds a new field.   Date billed. This is the data the claim was billed to the insurance.
5. The 3/rd party reconciliation adds a new field.   Total billed. This is a combination of the co-pay and amount billed to the insurance.
6. The PCCA CPM report now shows the Rx count totals.
7. When editing a chemical inventory item, if you blank our the amount remaining field, the software will put in a 0 and not a null value.
8. The log of scripts by PCCA CODE now includes a 00. Non PCCA CPM code filter.
9. Minor cosmetic changes to the doctors stats by area code report.
10. The formula lookup windows now displays the formula's pricing schedule.
11. There is a new check box on the manual compounded claim form.   "Don't require patient". You may check this box to have the software skip the patient check.
12. While creating a manual compounded claim form and you press the New button to create a another claim, the software will keep the pharmacist and date.
13. The confirmation window will automatically press the OK button when you press Y or y. It will also press the Cancel button when you type in N or n.
14. We did a correction to the Make log entry function. The calculate qty used using the chemical's purity factor was not working properly.
15. New field in editing patient: Bill usual doctor's credit card. If this is checked and you bill a credit card from the patient Rx history window the software will bill the credit card from the doctor's profile and not the patients profile. You will have the choice to bill the doctor's credit card or the patient's credit card.
16. The log lookup window has been resized to make it easier to view your search selection.
17. More fields added to the doctor's profile. These are for credit card billing.   Card address, Card ZIP & Fraud protection number.
18. We added an AREA CODE for the doctor's phone number. You should still enter the area code into the regular phone number.   This is for reporting filters. This field is not for editing.   When you leave the doctor's phone number this field is automatically filled in.
19. We added an AREA CODE for the patient's phone number. You should still enter the area code into the regular phone number.   This is for reporting filters.   This field is not for editing.   When you leave the patient's phone number this field is automatically filled in.
20. We made a change to the logged formula worksheet on the TOTAL INGREDIENT COST. In version 3 we store the cost of each ingredient & that is now summed as the total ingredient cost.

Changes in 3.5.17    Release #17     Nov. 5, 2004
1. The third party reconciliation now has an F3 button to delete the current claim.   Use can still use Alt-D.
2. Online billing: The software will no longer send field HF and HG if field HD is not sent. This is for partial fills.
3.  The To Do Management system now stays open when filling a Rx from it. This allows you to continue to keep refilling prescriptions.
4. We have tested a few Rx scanners that we like. This is for the Rx imaging. HP 5550 and the Avision AV210. The AV210 is smaller but costs more.
5. We made some changes to the online billing to make it more compatible with more modems.   We've had one user have problems with A/V using modem billing.   If you continue to get A/Vs with HIGHLY recommend internet billing.   It the future support for modem billing will be discontinued.
6. TO DO Management system.   When you start the program, the software will tell you how many items need to be done. It will now ask if you want to load to TO DO Management system.
7. The software no longer forces a therapeutic class for PCCA CPM users. However, it will give you a warning it it is blank.
8. Online billing: You can now print the claim information for a reversal.
9. The A/R archives transaction report no longer prints $0.00. It will leave it blank. This makes the report easier to read.
10. There is a new "TEST" interface on the patient edit screen.   When entering a patient's address, if the ZIP code is blank it will automatically go to the lookup screen. We are seeing if users like this better. If most users like this we will implement it through out the software.
11. On the log of scripts reports, some reports did not total correctly. This is corrected.
12. There are more insurance rejection hints added to the online billing.

Changes in 3.5.16    Release #16     Nov. 1, 2004
1. Correction: On the end of day report, the starting date and ending date were switched. This is corrected.
2. The reset default toolbars now sets the "Can customize toolbars". This allows full reset of the toolbars. Users may still need to move & size the toolbars depending on their computer settings.
3. If you are using the security system the software no longer sets the current user from the current pharmacist.
4. Added the quantity made remaining field to the logged lookup window.
5. The A/R archived transaction report again shows the transaction date.
6. Corrected the A/R aging date (0, 30, 60, 90).
7. On the log of scripts reports, some reports did not total correctly. This is corrected.
8. Made a few changes to the WC reports. Style #4 and Style #8.

Changes in 3.5.15    Release #15     Oct. 27, 2004
1. Misc. changes in the software.
2. Added more speed codes to the menus.
3. Changed logged sort order for sort by NAME to NAME and the DATE MADE DESC.
4. Correction: If you had the default worksheet to a No ask. setting you could not print a formula worksheet from the Rx status screen. This is corrected.

Changes in 3.5.14    Release #14     Oct. 25, 2004
1. The date controls are now left justified when you click in them.   This only functions if the date is blank, otherwise the cursor goes to where you clicked.
2. Added a new custom doctor statistics by area code report.
3. Updated manual.
4. Added more speed codes to the software menus.
5. Added more speed codes to the software toolbars.
6. We modified the formula entry window. If you set the drug type to brand or generic another field is displayed. This is the units field. Is is the same field that is on the formula ingredient screen.   This field is used when you dispense a brand or generic. If fills in the units dispensed. This change moved the CODE field to a lower part on the window.
7. When doing an AUTO-SETUP on the balance. If you selected a balance that is not valid, you will have a warning message displayed telling you to select a valid balance.
8. The credit card Fraud protection number is now displayed on the Rx history screen.
9. Added code to force the main menu to always be visible.
10. Users that have the PCCA CPM module: After you select the CPM code the software automatically goes to the next control.
11. On the Print patient shipping note, the software will now always default to NOT PRINT THE PATIENT NOTES, unless you check it. This is to stop patient personal note information from being printed on the shipping report.
12. We corrected the A/R archived report that was added in 3.5.11. It was printing multiple copies of the same report.
13. We started a new inventory system that will allow users to track brands & generics purchased from wholesalers. We expect this to be completed around the end of Nov. Parts of it may be in this release just inactivated until the entire system is active.
14. We added the FLAVOR to the new, refill, edit Rx and Rx history windows. This field is a display from the formula information.
15. When filling an Rx for a patient with a foreign sig you will get the follow message: "PLEASE READ AND CONFIRM THE FOREIGN DIRECTIONS". The software will display both the English and the foreign directions.
16. You can use the drop down list to select lot number of devices used in dispensing. This was omitted in the version 3 release. This is for use with the strict inventory control. This is in New Rx, refill Rx and edit Rx.
17. Added more space at the end of a logged formula worksheet to print the checked by: and date: for printers that cannot print in a small area. This is mostly for inkjet printers. Most lasers can print in this area.
18. Corrected the "Qty remaining" in the log lookup window. If you pressed the button, it would not adjust the formula inventory when asked. The software was expecting OK instead it was returning YES from the dialog box.

Changes in 3.5.13    Release #13     Oct. 23, 2004
1. Minor cosmetic changes.

Changes in 3.5.12    Release #12     Oct. 18, 2004
1. Changed the pharmacy's state length from 2 to 12. This is for use in other countries where the state codes are longer than two chars.
2. Changed the A/R main window so it now can be maximized without loosing the tool bars.
3. Added more keyboard shortcuts to the program.
4. On the call Dr fax, the software would print the drug dispensed. However if you changed the drug dispensed on the refills and did a fax, the software would print the drug that was first dispensed. This is corrected.
5. Logged formula worksheet: We separated the lab & method used fields.
6. The invoice PO was added to the A/R invoice.

Changes in 3.5.11    Release #11     Oct. 14, 2004
1. Correction.   When searching for an account by an invoice number in the A/R archive you would get an Access violation.
2. Added "CAN EXPORT DATA" to the user security system.
3. Corrected a few issues with the user security system. (Sales persons & payment methods).
4. Corrected an issue with "Dir_FOREIGN1" not found while using the SIG LOOKUP field.
5. On the Rx history screen, we've added three new buttons. Counseling, SOAP notes, Patient notes.   You may click on theses to take you directly to the patient edit window and to the appropriate place.   If you have counseling record then the counseling button will have a magnifying glass by the side of it to visually indication that there are counseling records. The same for the other two buttons.
6. We added the RESET all to the popup window on the main screen. This is for support use only.
7. When doing the Clinical data import, you can now select if you want to add the new drugs to the system. In previous versions it would add them automatically.
8. On the PCCA price update, you can now included duplicate chemicals in the final report. This was designed to help users of older versions merge chemicals.
9. We did a small correction in the PCCA training video player.
10. On the doctor /Rx usage report we added a new filter. By doctor code.
11. On the doctor /Rx usage report we added a new filter. By doctor practice type No match.
12. On the Rx log of scripts report we right justified the refills and refills remaining.
13. On the Rx log of scripts report we resized the dollar amount fields.
14. Corrected the Log of scripts. Group by Doctor Practice Type was not sorting correctly.
15.  On the log of scripts report we made it possible to SORT while grouping.
16. Correction: When adding a new formula and when saving if the software would ask for the cost it would not properly save the formula.
17. From a client you can now view the CMPDWIN.PKD data properties.
18. The TIME the Rx was filled is now on the multi-line Rx report for the log of scripts.
19. The PCCA training video MUST be installed:
            a. Only on the server. It does not need to be installed on the client.
            b. It must be in the same folder as the CMPDWIN.PKD data file. This is the only way the videos can be played from the client computer.
20. This release contains the ScriptPro(R) interface. ScriptPro is an automated prescription dispensing system.
21. Correction: Patient W/C form.   The claim number & the case number were linked together.
22. Added a new filter to the log of scripts report.   Schedule 2 to Legend. This is all but the OTC.
23. Added a new filter to the log of scripts report.   Patient state.
24. Updated manual.
25. The PRINT ALL archived transactions report was added back into version 3.
26. We modified a few controls on the New, Refill and Edit Rx screen. The modifications make it easier to enter data. I.e. automatic drop down when you type in information.
27. Added a new filter to the log of scripts report.   Deleted Rxs.
28. On New, Rx & Edit prescriptions when the software prompted to enter a lot number is none had been entered. The button now defaults to NO. In prior releases it defaulted to YES.
29. If the software cannot find an compatible TWAIN scanner installed on the computer it will display a warning message.   This is for Rx image storage.

Changes in 3.5.10    Release #10     Oct. 9, 2004
1. In setting up the Rx label style, you can now choose to print the Doctor's DEA number only for controlled substances. Edit the Rx label and change the field from Doctor->DEA to Doctor->DEA (controls).
2. We added more hotkeys (Alt+key) to the program.
3. Corrected a few issues with the user security system.
4. Added the patient's copay to the two line log of scripts report.
5. Formula/Drug lookup: You can now view Active, non-active, all, Compounds active, Compounds non-active, Compounds all, Brands active, Brands non-active, Brands all, Generics active, Generics non-active, Generics all and others.
7. You can search by a patient by birth date. (This will be a slower search as there is no index on the patient birth date field.)
8. When transmitting online and you are using field D9 "ingredient cost". You can edit the insurance->3rd party claims->Misc. tab. If you check the "Use higher of U&C/formula" the software will transmit the U&C as the ingredient cost, otherwise it will transmit the Total Rx price minus the calculated dispensing fee as the ingredient cost. Remember!!! The ingredient cost is the cost to the insurance. It is not the cost of the chemicals to prepare a compound.
9. You can now delete custom made Rx labels, faxes & batch labels. File->Utilities->Custom labels->Delete labels.
10. We changed the SETUP screen. In the basic setting it shows "The Compounder" and "The Compounder Update". If you press the Advanced button, it will display all installation program.
11. We corrected an issue when you printed two prescription label styles, a separate receipt or the Australia Repeat form. When you printed the second label the software would print blank labels.
12. Updated manual with this release.
13. When entering formula quantity pricing the software will calculate the unit price when you leave the price field.
14. The price update program is now included in the short update.
15. We added a CHECKED BY: and DATE: check to the logged formula worksheets.

Changes in 3.5.9    Release #9     Oct. 5, 2004
1. When looking up a formula or log, the software will NOT automatically use the drop down list on the FORM field.   If you want to use the FORM list, press the Alt-Down arrow keys. This was changed for backwards compatibility with older versions of the software.
2. The data conversion now maps the version 2 NCPDP 5.1 to the version 3 NCPDP 5.1 billing method.
3. The client software will no longer stop when it checks the database version and finds a different release.   A warning message is displayed. This allows the user to do the automatic update feature on a client after the server has been upgraded.
4. The log of scripts report now turns off sorting if you are grouping. You cannot use a sort while using the grouping.
5. The log of scripts has a new filter.   Doctor phone 1.
6. Corrected the ASAP report. It was not filtering by schedule correctly.
7. Corrected when filling a prescription and you make a log during the Rx (spawned process), the patient name would not be in the Rx when you went back to it.
8. There is a new chemical price update program. This update will match chemical name OR the chemical order number to the item in the price update.
9.   Updated the Ins 5.1 setup. Corrected the location of field HD. Completed partial fill.
10. Corrected RECORD NOT FOUND error on the A/R Aged trail balance report. This happened when you used the print preview and tried to go back to previous pages.
11. Log of scripts: Added a new filter. Patient species.

Changes in 3.5.8    Release #8     Sept. 30, 2004
1. There are many little corrections and enhancements in the software in this release.
2. This release allows users to add custom fields to the customized batch labels.
3. Correction:   Trying to age the accounts in the A/R.    Contact support for a workaround if you are using an earlier release.
4. The worksheets have been sized to get more information into the space. This should help with limiting the number of pages.
5. New Option: Options->Worksheets tab. You can now select the ASK or NO ASK option. The NO ASK option will not ask if you want to select another style and go directly to printing the worksheet. This is for formulas and logs.
6. We added a new column in the Rx History window. ACTIVERX. This will be checked if the Rx is active. If it's not active it will be unchecked and colored RED.
7. We added more speed code keys to the Rx Status window.
8. In the YES/NO dialog, we changed it so you may also enter Y or N.
9. Added a feature that was in version 2. Left click on the main window to display a popup menu of choices. I.e. New Rx, Refill Rx, etc.
10. The registration system was redone. This new registration system makes it easier to register the software online.
11. The automatic update now downloads the short update.   You will need to do a manual download to get the FULL update (manuals, help files, etc).   If you do the update from a CD it will use the FULL update.
12. There is a new Doctor usage report.
13. Corrected the 3rd party billing by modem.
14. Added more notes to the online modem billing setup window.

Changes in 3.5.1     Release #1     Sept. 14, 2004
1. Correction: When making a new prescription from a prescription on hold and then canceling the new Rx the software would keep the dispensing.   This is corrected.
2. Correction: When using the user security system and you had a valid JPEG image of the user the software would complain of not a having a valid BITMAP image. This is corrected.
3. Correction: The tab order of the A/R selection invoice or packing slip has been adjusted.
4. A new manual is available with this release.

Changes in 3.5.0     Build #0     Sept. 14, 2004
1. You can now print both an invoice and packing slip when saving an invoice.
2. You can print an invoice after editing an invoice.
3. Corrected a "DATASET NOT IN INSERT MODE" that was happening under certain circumstances when editing a log.
4. Correct the printing of batch labels. There was a problem where the software was not keeping the default batch label.
5. Editing formula quantity pricing when doing a price quote is now corrected.
6. Corrected the log of scripts reports. Three filters were not displaying there results on the header page.
7. Corrected the printer setup if the pharmacy was using two separate label styles. The software was not remembering the printer setup for the second label style.
8. We changed the database query to allow a query to be done on a client machine. (This is for PK Support).
9. We corrected a problem that could occur when two terminals tried to refill a prescription at the same time.
10. We made is possible to refill a prescription with a zero price. A warning message will be displayed if the price is $0.00.
11. Added the foundation class for the PCCA CPM pricing module.