LSPedia OneScan

How to Set-Up my Pharmacy in OneScan

Created on Fri, 16 Aug, 2024 at 10:01 AM • Liquid error: can't modify frozen String: "Translation missing: en.portal_translations.updated_on"

Overview


This guide outlines the steps to set up your pharmacy in OneScan. Please note that these steps should only be followed after completing the onboarding process as instructed in the emails sent by our Sales Team.


Getting Started

  1. Go to the OneScan login page and click on “Register for New Pharmacy Pro Account” or use this link to register.

  2. Select the “Are you a Pharmacy?” option.

  3. Complete all the required fields and any additional information where applicable.
    • Be sure to fill in the "Discount Code / Company Token" field, if provided. If your company does not have a discount code, you will be redirected to a payment screen to complete the initial registration.

  4. Agree to the terms and conditions, and the 12-month agreement outlined in the terms and conditions fields.

  5. After completing the registration form, click Next at the bottom right of the screen.

  6. Log in to your account again, and you should be directed to the “Manage My OneScan Account” screen.

  7. This completes the initial registration. Follow the steps below to add suppliers, locations, and users to finalize your account setup.

Add Suppliers

For additional guidance, please refer to the article How to Add/Edit My Suppliers in OneScan.

  1. To add a supplier, start by entering the "Supplier #" field. Use the drop-down menu to search and select your supplier. You can quickly search by typing the first few letters of the supplier's name.

    • If you already have suppliers listed, you can add more by proceeding to the next step.

    • If the supplier is not listed, proceed to step 4.

  2. If you have more than one supplier, click "Add another Supplier from existing LSPediA Connections".

  3. Repeat step 1-2 for each additional supplier.

  4. If your supplier is not in the drop-down list, click "Don't see your supplier? Click here to establish a connection.

    1. A pop-up window labeled "Add New Supplier" will appear.

    2. Complete all required fields and provide as much additional information as possible.

    3. A request will be submitted on our end to set up the new supplier. It may take some time for the supplier to appear in the drop-down list.

    4. You can add the supplier later by following the steps in the How to Add/Edit My Suppliers in OneScan article.

  5. Ensure that one supplier is designated as the "Primary Supplier". You can change this designation at any time.

  6. Add accounts to suppliers:

    1. Click on the "Accounts" button next to the desired supplier.

    2. A new window titled "Supplier’s Accounts" will appear.

    3. Enter the "Account Number" for the supplier.

    4. Choose the "Description" from the drop-down menu.

    5. If there are multiple accounts linked to the supplier, click "Add new account number" and fill in the account number and description for each additional account.

    6. To delete an account, click the "Delete" button next to the account.

    7. Don’t forget to click Save at the bottom right of the window to save all changes.

  7. Once all suppliers have been added, click Save to finalize the supplier setup.

  8. Continue to the next section to add locations.

Add Locations

For further guidance, please refer to the article How to Add/Edit Pharmacy Locations.

  1. Click the “Add new location” button.

  2. Fill in the required fields and any additional information available.
    • Note: The "Send Email on EPCIS Receive" option can be enabled per location. This option sends emails to users under that location to notify them of new orders to scan in OneScan. You can enable or disable this option at any time.

  3. Once all fields are completed, click Save at the bottom right of the pop-up window to save the changes, or click Cancel to discard them.

  4. The new location will appear in the location list.

  5. To ensure all changes are saved, click Save at the bottom right of the locations screen. If this step is skipped, your changes will not be saved.

  6. Follow the next steps to add users.

Add Users

For additional help, please refer to the article How to Add/Manage Pharmacy Users.

  1. Click the “Add a new user” button.

  2. Enter the user’s first and last name.

  3. Select the appropriate permissions for the user:
    • Full Permission – Grants access to all location information for the pharmacy.

    • Restricted Permission – Limits access to the specific location the user is assigned to, ideal for organizations with multiple locations.

  4. Enter the user’s email address.

  5. Select the default page for the user. This may vary depending on the user’s workflow and can be left blank if not applicable.

  6. The Entity field will be automatically populated based on your account.

  7. Choose the location the user should be assigned to.

  8. If the user needs to scan orders, toggle the scanning option on. This setting can be adjusted later as needed.

  9. Click Save once all fields are completed.
    • The user will receive an email to set their account password.

    • If the email is not received after a few minutes, verify the email address and click Resend Link next to the user in the User Management screen.

    • If issues persist, please submit a support ticket via our support portal.

  10. Once the user sets their password, they will be able to log in to their OneScan account.

Completion

You have successfully completed your OneScan Pharmacy setup! If you encounter any issues or need assistance during this process, please contact us at help@lspedia.com or submit a ticket in our support portal, and we’ll be happy to assist you.





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