Introduction to Simplifi 797 - Pharmacy OneSource

Introduction to Simplifi 797 

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Copyright 2008 by Pharmacy OneSource, Inc. 

Printed in the United States of America 

All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means, 

electronic or mechanical, including photocopying, recording, or any information storage and retrieval 

system, without permission in writing from Pharmacy OneSource, Inc. 

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Welcome to Pharmacy OneSource’s training presentation: an Introduction to Simplifi 797. 

This presentation will familiarize you with some of the main operations of the Simplifi 797 program, 

including Loggin In, Changing your password, navigating around the dashboard, reviewing competencies, 

and looking up reference materials. 

To begin, open the Pharmacy OneSource website: www.pharmacyonesource.com. Select Simplifi 797 

from the gold dropdown menu. 

Figure 1 

The sign-in screen will appear. You should have received an email from your administrator containing a 

temporary password. Enter your email address and temporary password, then click the Sign in button. 

Simplifi 797 will open to the dashboard view. 

Figure 2 

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Changing Your Password 

Figure 3 

To change your password, begin by selecting My Account at the upper right. In the resulting screen, click 

on the Change Password link. 

Two new fields will open. Enter your desired password in the New Password field, and confirm it by 

re-typing it in the Re-type new password field, directly below. 

Figure 4 

When all is satisfactory, scroll to the bottom of the page and select Save. Your new password will be 

saved and you will be returned to the Dashboard page. 

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The Dashboard 

Figure 5 

The Dashboard screen deals primarily with tasks, and their status. The Tasks area is divided into three 

sections: Overdue Tasks, In-Progress Tasks, and Non-Initiated Tasks. 

Non-initiated tasks are those that are due today, but have not yet been completed. Note the due-by date 

and time to the right of each task. 

If a non-initiated task is not completed by the due date and time, the administrator will be notified via 

email and the task will be moved to the Overdue Tasks area. At this point, users have 24 hours to 

complete the task. If it is not completed within 24 hours, only a supervisor or administrator will be able to 

complete or terminate the task. 

To complete a non-initiated task, click on the task name under the Todays Non-initiated Tasks header 

bar. 

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In most cases, completing a task requires little more than confirming that the duties in the description 

have been completed. To indicate that a task has been completed, click the required checkbox(es), enter 

any comments that may be needed, and click Save. 

Figure 6 

Different types of tasks may vary in how they are completed. In the temperature log shown in fig. 7, 

several readings must be taken, and the results must fall into specific, pre-determined ranges in order for 

the task to be accepted as complete. 

Figure 7 

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In the temperature log (fig. 8), several readings must be taken, and the results must fall into specific, 

pre-determined ranges in order for the task to be accepted as complete. Upon selecting Save, the values 

entered will either pass or be labeled OOL (out of limits). 

Figure 8 

Note that the Chemo Fridge temperature is slightly higher. In fact, it's too high and this has caused the 

OOL label. Upon selecting save, the OOL will appear along with the warning shown below. 

In such a case, double check your entries. If the reading in question was entered incorrectly, and you 

wish to correct it, click cancel here, make the edit, and click Save. 

If the out of limits reading is entered correctly, click OK. A message will appear (below), informing you that 

the administrator will be notified of the out of limits readings, via email. Click OK to accept. In this case, 

the task will be moved into the In Progress area. 

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Here, it may be re-opened and the out-of-limits reading may be fixed. Please remember that when 

updating a task from the In Progress area, every check box and text field must be filled in for this to be 

accepted. The Comments fields are optional. 

Figure 9 

Finally, assuming the problem has been remedied, the correct reading is entered, click Save and the task 

is complete. 

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Other areas of interest on the Dashboard screen include the Calendar, the Tasks completed list, and the 

Tasks scheduled list. 

The calendar allows you to select any day and see the tasks that will come due on that day. 

The Tasks completed list shows those tasks that have been successfully completed on the selected day. 

The Tasks scheduled lists shows those tasks due on the date shown. 

Figuer 10 

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Competencies 

Simplifi 797 keeps track of individual competencies that may be assigned to employees, depending on 

your facility’s procedures.Any competencies assigned to you are shown under the Competency tab. 

If you have competencies assigned, they will populate in the Overview section (on the Dashboard), 

showing how many are required, if any are overdue, and how many are pending for the current month. 

At the first of the month, the system will send you an email reminding you of any that are due that month. 

You can view the details of your competencies by clicking the Competency tab or the View competency 

detail link. This will display a list of your required competencies. Click on the title of any specific 

competency to display the details (fig. 12). 

Figure 11 

The details of this competency can be viewed here, but no further changes can be made. Editing of 

competencies is done by supervisors or administrators, but you can scroll through to see what will be 

required when being reviewed. 

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Figure 12

References 

Reference materials are also available in Simplifi 797; both pre-supplied by Pharmacy OneSource and by 

your own facility. 

Begin by selecting the Reference tab. 

To access any of the reference materials, click on a title link. A menu of related links will open (fig. 13). 

Select the link of your choice to view that material. 

Figure 13 

This concludes the training presentation: Introduction to Simplifi 797. 

Thank you for viewing this training presentation from Pharmacy OneSource. 

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Introduction to Simplifi 797 - Pharmacy OneSource

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