Creating a Paper AOD

Brian Naujoks -

This article shows the process to create a Paper AOD record in RxExpress. This type of record should be used when you receive a paper copy of an AOD that you want to store securely in RxExpress. 

To begin, click the + New Record button in the top-left corner of the screen.

Select the Authorization of Distribution Paper Record option from the Select Workflow menu.

Enter a name for this record. We recommend creating a standard for how records are named so that they are all named using a uniform set of rules. 

Click the Create Case button.

There are two steps to complete to enter all the information into RxExpress, and these are shown on the left side of the screen. You will be entering information for the Ship From business and the Ship To business.

The Ship From step is identifying the distributor who is shipping the feed to another distributor. Fill in the fields based on the information from the paper AOD you received. The only required fields are Business Name, Address, City, State, and Postal Code (this is the Zip Code).

The Search Terms and Appendix fields are optional and can be used to add additional identifying information to the AOD record. Use these to add additional items you would search for to find this record. 

You will also upload a copy of the paper AOD on this step. If you received a piece of paper, you will want to scan that onto your computer. If you received the AOD as a PDF file, you can upload that. 

To upload the file, click on the blue + icon in the Documents section. From here, there are two ways to upload your digitized copy of the AOD form. 

First, you can drag and drop the AOD file into the gray box from your computer. 

Second, you can click inside the gray box. This will bring up a browse window where you can locate the file on your computer to upload. 

Once the AOD has been uploaded, it will show like this in the Documents section. You can click the link in the right column to either open the document in your browser or download it to your PC. The specific behavior will depend on the file type and your computer settings.

The next step involves entering information for the Ship To business. Click the Ship To link in the left menu.

The Ship To step is identifying the distributor who is receiving feed from another distributor. Fill in the fields based on the information from the paper AOD you received. The only required fields are Business Name, Address, City, State, and Postal Code (this is the Zip Code).

The Search Terms and Appendix fields are optional and can be used to add additional identifying information to the AOD record. Use these to add additional items you would search for to find this record. 

Once all the information has been filled out on both steps, click the Workspace link at the top of the screen.

The next step will depend on the process in your organization. If you have a team reviewing the AODs before they become active, click and drag the record's card from the Open column to the Review column. Once that team has reviewed the AOD information, they can click and drag it into the Active column. 

If you do not have a review process, you can simply drag the card directly to the Active column.

 

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