Transcription

Query and Reports TutorialMinnesota Board of PharmacyPrescription Monitoring ProgramApril 2017

Minnesota Board of PharmacyQuery and Reports TutorialContentsContents1Document Overview . 1Purpose and Contents . 1RxSentry Update . 12Accessing RxSentry . 3Request an Account. 3Prescriber/Pharmacist Master Accounts. 3Prescriber/Pharmacist Delegate Accounts . 6Medical Examiner/Coroner Master Accounts . 9Medical Examiner/Coroner Delegate Accounts . 12Log In to RxSentry . 15Retrieve User Name . 18Reset Password . 19View Alert Messages . 22Update or Confirm Account Information . 23Session Timeouts . 24Password Expirations. 25Log Out of RxSentry . 263RxSentry Queries . 27Query on Recipient Usage of Controlled Substances . 27Recipient Query . 27Multiple State Query . 33Prescriber DEA Query . 38Search History Query. 40Report Queue . 45Viewing Patient Reports . 46Printing Patient Reports . 474Account Management . 49Update Account Profile . 49Change Password . 51Delegate Accounts . 52Activating Delegate Accounts . 52Managing Delegate Accounts. 545Assistance and Support . 56Technical Assistance . 56Administrative Assistance . 566Document Information. 57Version History . 57Change Log . 58i

Minnesota Board of PharmacyQuery and Reports TutorialContentsii

Minnesota Board of PharmacyQuery and Reports Tutorial1Document OverviewDocument OverviewPurpose and ContentsThe RxSentry Query and Reports Tutorial serves as a step-by-step training guide for prescribersand pharmacists using RxSentry for querying purposes. It includes such topics as: Creating query requestsViewing query request statusGenerating reportsRxSentry UpdateIn June 2015, the RxSentry system underwent an extensive update designed to improve the userexperience. The new user interface is more intuitive and visually pleasing, and also providessome new functionality.Here are the most significant new features: Query Tab – this tab provides direct links to every query you are allowed to access.Report Queue Tab – this tab (previously the View Query Status link) allows you to view all ofyour available reports quickly.Account Management Tab – this tab allows you to update your account profile informationand change your password, as needed. If you are a master account holder, you can alsomanage your delegate accounts from this tab.Help Tab – this tab provides resources that may answer any questions you have about usingRxSentry, such as creating a query. These resources include online help and an electronicversion of the Query and Reports Tutorial.Quick Links Tab – this tab provides links to websites that you may frequently access, such asthe Minnesota Board of Pharmacy website.As you will see, this guide has been restructured to correspond with the new interface. Thetable below provides a quick reference for existing topics in this guide that have been moved orchanged:If you are looking for It is now located Change PasswordYou can change your password by clicking the Change Passwordlink under the Account Management tab.Linking Delegate AccountsYou can manage your delegate accounts by clicking the DelegateAccounts link under the Account Management tab.Multiple State QueryThe Multiple State Query is located under the Query tab.RxQueryThe queries associated with the RxQuery link (Recipient QuerySearch History Query, and Prescriber DEA Query) are now availableas individual links under the Query tab.1

Minnesota Board of PharmacyQuery and Reports TutorialDocument OverviewIf you are looking for It is now located Update User ProfileYou can update your user profile by clicking the Update AccountProfile link under the Account Management tab.View Query StatusThe View Query Status function and the corresponding topic in thisguide are now called Report Queue and can be accessed by clickingthe Report Queue tab.Table 1 – New/changed topics2

Minnesota Board of PharmacyQuery and Reports Tutorial2Accessing RxSentryAccessing RxSentryRequest an AccountThe Minnesota Board of Pharmacy Prescription Monitoring Program (PMP) grants system accessaccounts to prescribers and pharmacists so that they may look up, view, and print controlledsubstance dispensing information on their specific patients directly via user name and password.Access is granted to individuals only—not to clinics, hospitals, pharmacies, or any otherhealthcare facility. The following user groups may request access to the PMP database: Prescriber/Pharmacist Master AccountsPrescriber/Pharmacist Delegate AccountsMedical Examiner and Coroner Master AccountsMedical Examiner and Coroner Delegate AccountsPrescriber/Pharmacist Master AccountsPerform the following steps to request an account:1. Open an Internet browser window. In the address bar, typewww.pmp.pharmacy.state.mn.us, and then press [Enter]. A window similar to the followingis displayed:2. Click Access Request Forms.3

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryA window similar to the following is displayed:3. Click to select the access request form that corresponds to your user type (PrescriberRxSentry Access Form or Pharmacist RxSentry Access Form). Based on your selection, awindow similar to the following is displayed:4

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentry4. Read the Terms of Use of MN PMP Database and Instructions for accessing the database,and then click the link for the Access Request Form, located at the bottom of this window.A login window is displayed.5. Type newacct in the User Name field.6. Type welcome in the Password field.7. Click OK.A window similar to the following is displayed:8. Complete the fields on this form, noting that required fields are indicated with an asterisk(*).9. Click Accept & Submit.If information is incomplete or missing, a message is displayed indicating which fields mustbe corrected before your account registration form can be submitted.If all information has been properly supplied, a completed account registration form isdisplayed, along with a prompt to print the form. Print a copy of the form for your records.All application data is electronically submitted. The Minnesota PMP staff will review yourapplication and verify your credentials. You may be contacted if additional information isrequired. You should receive e-mail notification within two (2) business days.If you are approved for an account, you will be notified via two separate e-mails. One e-mail willcontain your approval notification and user name information. The other e-mail will containyour temporary password, your personal identification number (PIN) that you will use to identifyyourself if you need assistance from Appriss Health, and the steps to follow to log in to thesystem. You will be required to change the temporary password immediately when you firstattempt to access the system.5

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryIf you do not receive an e-mail from the MN PMP office within five (5) business days ofsubmitting your request, check your SPAM folder to see if the e-mail was classified as SPAM. Ifno response is located, contact the MN PMP office at (651) 201-2836 for assistance.Prescriber/Pharmacist Delegate Accounts1. Open an Internet browser window. In the address bar, typewww.pmp.pharmacy.state.mn.us, and then press [Enter]. A window similar to the followingis displayed:2. Click Access Request Forms.6

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryA window similar to the following is displayed:3. Click Practitioner/Pharmacist Delegate RxSentry Access Form. A window similar to thefollowing is displayed:7

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentry4. Read the Terms of Use of MN PMP Database and Instructions for accessing the database,and then click the link for the Delegate Account Registration Form, located at the bottom ofthis window.A login window is displayed.5. Type newacct in the User Name field.6. Type welcome in the Password field.7. Click OK.A window similar to the following is displayed:8. Complete the fields on this form, noting that required fields are indicated with an asterisk(*).9. Click Accept & Submit.If information is incomplete or missing, a message is displayed indicating which fields mustbe corrected before your account registration form can be submitted.If all information has been properly supplied, a completed account registration form isdisplayed, along with a prompt to print the form.10. Print the form, have it notarized, and fax it to 651-201-2837;OrMail the form to:Minnesota Prescription Monitoring Program2829 University Ave. SE, Suite 530Minneapolis, MN 554148

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryUpon receipt, the Minnesota PMP staff will review your application and verify yourcredentials. You may be contacted if additional information is required.If you are approved for an account, you will be notified via two separate e-mails. One e-mail willcontain your approval notification and user name information. The other e-mail will containyour temporary password, your personal identification number (PIN) that you will use to identifyyourself if you need assistance from Appriss Health, and the steps to follow to log in to thesystem. You will be required to change the temporary password immediately when you firstattempt to access the system.If you do not receive an e-mail from the MN PMP office within 14 business days of submittingyour request, check your SPAM folder to see if the e-mail was classified as SPAM. If no responseis located, contact the MN PMP office at (651) 201-2836 for assistance.Medical Examiner/Coroner Master Accounts1. Open an Internet browser window. In the address bar, typewww.pmp.pharmacy.state.mn.us, and then press [Enter]. A window similar to the followingis displayed:2. Click Access Request Forms.9

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryA window similar to the following is displayed:3. Click ME/Coroner Access Request Form.A window similar to the following is displayed:10

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentry4. Read the Terms of Use of MN PMP Database and Instructions for accessing the database,and then click the ME/Coroner Master Account Registration Form link, located at thebottom of this window.A login window is displayed.5. Type newacct in the User Name field.6. Type welcome in the Password field.7. Click OK.A window similar to the following is displayed:8. Complete the fields on this form, noting that required fields are indicated with an asterisk(*).9. Click Accept & Submit.If information is incomplete or missing, a message is displayed indicating which fields mustbe corrected before your account registration form can be submitted.If all information has been properly supplied, a completed account registration form isdisplayed, along with a prompt to print the form.10. Print the form, have it notarized, and fax it to 651-201-2737;OrMail the form to:Minnesota Prescription Monitoring Program2829 University Ave. SE, Suite 530Minneapolis, MN 55414Upon receipt, the Minnesota PMP staff will review your application and verify yourcredentials. You may be contacted if additional information is required.If you are approved for an account, you will be notified via two separate e-mails. One e-mail willcontain your approval notification and user name information. The other e-mail will contain11

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryyour temporary password, your personal identification number (PIN) that you will use to identifyyourself if you need assistance from Appriss Health, and the steps to follow to log in to thesystem. You will be required to change the temporary password immediately when you firstattempt to access the system.If you do not receive an e-mail from the MN PMP office within 14 business days of submittingyour request, check your SPAM folder to see if the e-mail was classified as SPAM. If no responseis located, contact the MN PMP office at (651) 201-2836 for assistance.Medical Examiner/Coroner Delegate Accounts1. Open an Internet browser window. In the address bar, typewww.pmp.pharmacy.state.mn.us, and then press [Enter]. A window similar to the followingis displayed:2. Click Access Request Forms.12

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryA window similar to the following is displayed:3. Click ME/Coroner Delegate Access Request Form. A window similar to the following isdisplayed:4. Read the Terms of Use of MN PMP Database and Instructions for accessing the database,and then click the link for the ME/Coroner Delegate Account Registration Form, located atthe bottom of this window.A login window is displayed.13

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentry5. Type newacct in the User Name field.6. Type welcome in the Password field.7. Click OK.A window similar to the following is displayed:8. Complete the fields on this form, noting that required fields are indicated with an asterisk(*).9. Click Accept & Submit.If information is incomplete or missing, a message is displayed indicating which fields mustbe corrected before your account registration form can be submitted.If all information has been properly supplied, a completed account registration form isdisplayed, along with a prompt to print the form.10. Print the form, have it notarized, and fax it to 651-201-2737;OrMail the form to:Minnesota Prescription Monitoring Program2829 University Ave. SE, Suite 530Minneapolis, MN 55414Upon receipt, the Minnesota PMP staff will review your application and verify yourcredentials. You may be contacted if additional information is required.If you are approved for an account, you will be notified via two separate e-mails. One e-mail willcontain your approval notification and user name information. The other e-mail will containyour temporary password, your personal identification number (PIN) that you will use to identifyyourself if you need assistance from Appriss Health, and the steps to follow to log in to thesystem. You will be required to change the temporary password immediately when you firstattempt to access the system.14

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryIf you do not receive an e-mail from the MN PMP office within 14 business days of submittingyour request, check your SPAM folder to see if the e-mail was classified as SPAM. If no responseis located, contact the MN PMP office at (651) 201-2836 for assistance.Log In to RxSentryThis section describes how to log in to RxSentry. If you are a first-time user, you will be requiredto change your temporary password and establish a new one upon logging in to the system.Note: If you have forgotten your RxSentry user name or password, refer to the Retrieve UserName or Reset Password topics in this document.Perform the following steps to log in to RxSentry:1. Open an Internet browser window. In the address bar, typewww.pmp.pharmacy.state.mn.us, and then press [Enter]. A window similar to the followingis displayed:2. Click Login to RxSentry PMP Database.The PMP database access page is displayed as shown on the following page.15

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentry3. Click Login.A window similar to the following is displayed:4. Type your user name in the User Name field.5. Type your password in the Password field.6. Click Log In.Note: If you are an existing MN PMP user and this is your first time logging in to the updatedsystem, the Update Account Profile window will display. Enter any missing requiredinformation (required fields are indicated with an asterisk [*]), and then click Update.The RxSentry query site home page is displayed as shown on the following page.16

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryThe main menu, located at the top of the page, contains the RxSentry functions. If available,a sub-menu is displayed on the left side of the window. For example, in the screenshotabove, the user clicked Query from the main menu, and the Query sub-menu was displayedon the left.Notes: User account passwords are valid for six (6) months. When the password expiration dateis met, a message appears stating that your password must be changed. See thePassword Expirations topic in this document for more information. The MN Board of Pharmacy PMP staff has the ability to send you alert messages. If youhave an alert message, it will display on the RxSentry home page. Continue to the ViewAlert Messages topic for more information about alert messages. The MN PMP requires you to update or confirm your account information once peryear, based on the date you created your account. When you are required to update orconfirm your account information, you will be notified upon logging in to RxSentry. Ifyou receive this notification, see the Update or Confirm Account Information topic inthis document for instructions on updating your information.17

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryRetrieve User NameIf you have forgotten your RxSentry user name, perform the following steps to retrieve it:1. Open an Internet browser window. In the address bar, typewww.pmp.pharmacy.state.mn.us, and then press [Enter]. A window similar to the followingis displayed:2. Click Login to RxSentry PMP Database.A window similar to the following is displayed:3. Click Retrieve User Name.18

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryA window similar to the following is displayed:4. Enter the e-mail address you provided when your account was created in the Enter EmailAddress for Account field.Note: In the event that you cannot supply the correct e-mail address, contact Appriss Healthat 1-844-966-4767. For identification purposes, you will need to have the PIN that was sentto you by e-mail when you registered.5. Type your date of birth in the Enter Date of Birth for Account field.6. Click Submit.A message providing your user name is displayed.Reset PasswordIf you have forgotten your RxSentry password, perform the following steps to reset it:1. Open an Internet browser window. In the address bar, typewww.pmp.pharmacy.state.mn.us, and then press [Enter]. A window similar to the followingis displayed:19

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentry2. Click Login to RxSentry PMP Database.A window similar to the following is displayed:3. Click Reset Password.A window similar to the following is displayed:4. Type your user name in the Enter User Name for Account field.5. Type your date of birth in the Enter Date of Birth for Account field.Note: If you have forgotten your user name, refer to the Retrieve User Name topic in thisdocument.6. Click Submit. A window similar to the following is displayed, prompting you to answer thesecurity question established when you created your account:20

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentry7. Type the answer to your security question in the Answer field.Note: If you have forgotten the answer to your security question, contact Appriss Health at1-844-966-4767. For identification purposes, you will need to have the PIN that was sent toyou by e-mail when you registered.8. Click Submit.A message providing your temporary password is displayed:9. Before navigating away from this window, write down your temporary password or highlightit and press Ctrl C to copy it.10. Click Login.A login window is displayed.11. Type your user name in the User Name field.12. Type or paste your temporary password in the Password field.13. Click OK.Note: At this point, you will be required to change your temporary password.A window similar to the following is displayed:21

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentry14. Type or paste your temporary password in the Current Password field.15. Type your new password in the New Password field, using the information displayed in thiswindow as a password selection guideline.16. Type your new password again in the Confirm New Password field.17. Click Submit.If the new password is accepted, a message is displayed indicating that your password wasaccepted and that you are required to log in using your new password.If the new password is not accepted, the message indicates that another password must beselected.18. Once your password has been accepted, click any function, such as Query.A login window is displayed.19. Type your user name in the User Name field.20. Type your password in the Password field.21. Click OK.The RxSentry home page is displayed.View Alert MessagesThe MN Board of Pharmacy PMP staff has the ability to send you alert messages. When suchalerts are posted to your RxSentry account, the alert message is displayed on the RxSentry homepage, as shown below:After you have read the message(s), click I Acknowledge the Alert(s) to confirm that you havereceived and read the alert. The alert message box will not display again until there are newalerts.22

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryUpdate or Confirm Account InformationThe MN PMP requires you to update or confirm your account information once per year, basedon the date you created your account. When you are required to update or confirm youraccount information, you will receive the following notice upon logging in to RxSentry:If your account is not updated or confirmed within 45 days of the notice, your account will bemarked “Inactive.”Perform the following steps to update or confirm your PMP profile:1. Click Update or Confirm Account Information.A window similar to the following is displayed:2. Update your information, as necessary, noting that required fields are marked with anasterisk (*).Note: You must re-type your e-mail address in the Verify Email Address field, even if it hasnot changed.23

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentry3. Click Update.A message displays confirming that your record has been updated.Session TimeoutsSession timeouts occur after five (5) minutes of system inactivity, and the following message isdisplayed:Perform one of the following actions:If you wish to log in with the same user name, type your password in the User Password field,and then click Submit;ORIf you wish to log in with a different user name, close ALL open Internet browser windows, andthen log in again. You will be prompted to enter both your user name and password.24

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryPassword ExpirationsRxSentry passwords expire every six (6) months. When the expiration date is reached, amessage will display indicating that you must change your password. Once you click OK on thismessage window, the following window will display:Perform the following steps:1. Type your current password in the Current Password field.2. Type your new password in the New Password field, using the information displayed on thiswindow as a password selection guideline.3. Type your new password again in the Confirm New Password field.4. Click Submit.If the new password is accepted, a message is displayed indicating that your password wasaccepted and that you are required to log in using your new password.If the new password is not accepted, the message indicates that another password must beselected.5. Once your password has been accepted, click any function, such as Query.A login window is displayed.6. Type your user name in the User Name field.7. Type your password in the Password field.8. Click OK.The RxSentry home page is displayed.25

Minnesota Board of PharmacyQuery and Reports TutorialAccessing RxSentryLog Out of RxSentryTo ensure your login credentials (user name and password) are not used by an unauthorizedindividual, it is important that you log out of the system when you have completed your session.To do so, click Log Out from the menu, and then close your Internet browser.Note: Clicking Log Out closes your session and allows you to re-enter the system by simplysupplying your password. If you do not plan to use the system for a period of time, click Log Outand then close ALL open Internet browser windows to prevent another user from inadvertentlyattempting to access your session.26

Minnesota Board of PharmacyQuery and Reports Tutorial3RxSentry QueriesRxSentry QueriesQuery on Recipient Usage of Controlled SubstancesThis function is used to create queries regarding recipient usage of controlled substances, queryall records for your prescriber DEA number for a specified date range, and review your querysearch history.The following types of queries are available: Recipient Query – used by practitioners and pharmacists to create queries regardingrecipient usage of controlled substancesMultiple State Query – used by practitioners and pharmacists to create queries regardingrecipient usage of controlled substances in multiple statesPrescriber DEA Query – used by practitioners to view a history of all dispensed prescriptionsattributed to their DEA numberSearch History Query – used by practitioners to view a history of all queries performed usingtheir user ID, as well as all queries performed by their delegates, if applicableTips for first time users:Make your query as general as possible, and then drill down to more specific information onceyou have identified the person that are looking for. For example, you could enter the first threeletters of the last name of the individual, the first three let

Minnesota Board of Pharmacy Query and Reports Tutorial Document Overview 1 1 Document Overview Purpose and Contents The RxSentry Query and Reports Tutorial serves as a step-by-step training guide for prescribers and pharmacists using RxSentry for querying purposes. It includes such topics as: Creating query requests