Towards the end of the 3 month period of any particular MOH brand switch fee validity (e.g. for LOSTAAR this would be the end of May 2012), pharmacy may wish to use the Bulk Edit functionality to:

  1. Check that all eligible patients have had a switch fee processed
  2. Check that no ineligible patients have had switch fees processed


Fee Rxs can then be dispensed to – or deleted from the relevant patient histories.


How to use Bulk Edit patients – general approach

Bulk Edit allows a group of patients to be selected according to certain criteria, and then that list of patients can be refined by running another set of criteria against it to either remove patients from the list or add patients to the list.


So to get a list of any brandswitch fee eligible patients for whom a fee has not been dispensed, the bulk edit is used to find initially

  • all patients eligible for a switch fee,
    then REMOVE from this group
  • patients who do have the fee in their history,
    leaving patients who need to have a fee dispensed in their history manually



SETUP & RUNNING Bulk edit to find 

1) missing fees, or 2) incorrect fees

In both cases, ‘two’ passes are required, with the 2nd pass removing most of the patients generated in the first pass.  
The final list gives the list of patients to work on.


From Main menu: Other, Bulk Edit patients 


Process 1) Find Patients with missing switch fees

First Pass: (with 1st set of Rx criteria)

  • Period: Fee eligibility dates (see table below)
  • Tick BS eligible patients only
  • BS fee med: space bar and pick
  • F12 Accept to generate list


F2 Edit List, R Remove patients in bulk


Second Pass: (with 2nd set of Rx criteria)

  • Period: Fee eligibility dates (same as used above)
    (take care, dates will have been removed)
  • Tick BS fee only
  • BS fee med: space bar and pick (same option as first pass)
  • F12 Accept to generate refined list


In Rx Entry:

Dispense fees to any patients left in list that are NOT 'Supply Order' patients


Process 2) Find Patients who shouldn't have fees

First Pass: (with 1st set of Rx criteria)

  • Period: Fee eligibility dates (see table below)
  • Tick BS fee only
  • BS fee med: space bar and pick
  • F12 Accept to generate list


F2 Edit List, R Remove patients in bulk


Second Pass: (with 2nd set of Rx criteria)

  • Period: Fee eligibility dates (same as used above)
    (take care, dates will have been removed)
  • Tick BS eligible patients only
  • BS fee med: space bar and pick (same option as first pass)
  • F12 Accept to generate refined list


In Rx Entry:

Dispense fees to any patients left in list that are NOT 'Supply Order' patients



Brandswitch fees - pharmacodes and eligibility periods (example)


FeePharmacodeStart of eligibilityEnd of eligibility
BSF APO-CLOPIDOGREL237865501/02/1131/05/11
BSF ZAPRIL237863901/03/1131/05/11
BSF M-CAPTOPRIL237864701/04/1130/06/11
BSF BICALACCORD239713701/02/1230/04/12
BSF LOSTAAR239714501/03/1231/05/12
BSF ARROW LOSARTAN & HYDROCHLORATHIAZIDE239715301/03/1231/05/12


Dispensing the Fee

This is done as if the fee were a medicine.  Go into the normal prescription entry screen and select the patient (from the process 1) list), check this patient is not a supply order patient,  select the relevant BSF fee or enter its pharmacode, set the quantity to 1 – no repeats, no directions and finish the Rx.