procedure requisition training - lifebridge...
TRANSCRIPT
![Page 1: Procedure Requisition Training - LifeBridge Healthlifebridgehealth.org/Uploads/Public/Documents/Vendor...Procedure Requisition Training You Should Know how to: Ø Access Infor Requisition](https://reader035.vdocuments.site/reader035/viewer/2022062605/5fd6c5dde7af9764d45ab827/html5/thumbnails/1.jpg)
ProcedureRequisitionTraining
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YouShouldKnowhowto:
Ø AccessInforRequisitionCenterandcreatearequisition
Ø Additemstotherequisitionbysearchingacatalog,expressitementryorselectingfroma
template.
Ø Changingtherequestinglocationtoidentifythefollowing– BillOnly– BillandReplace–
Construct
Ø Addnotesandprocedureinformationtotherequisitionandlines
Ø Submittherequisition
Ø Inquireontherequisitionforadditionalinformation.
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Ø Req Center– Webbasedrequisitioningtool
Ø Requisition – Requestforasupplyorservicetobesourcedandprocuredonthebehalf.Yousubmit
requisitionsthroughRequistion Center“Req Center”
Ø PurchaseOrder- Only StrategicSourcingisauthorizedtoplaceorderswithexternalvendors.
Ø Release: Isthefinalstepofsubmittingarequisition.ArequisitionwillnotroutetoStrategic
Sourcingifitisnotreleasedandtheorderwillnotgetplaced.
Ø Approver– Shouldrequisitionapprovalberequiredbypolicy,itisroutedtothedesignated
Approverforeachdepartment.Therequisitionwilldisplay“NeedsApproval”whenreleased.
Ø ManufacturerCatalogNumber: - IsdisplayedontheproductpackageasMFRNumberor
ReferenceNumber.
Ø ItemNumber – IstheinternalsystemnumberassignedtoanitematLifeBridge Health.Thishas
beenreferredtointhepastastheLawsonnumber,MMISnumber,Paragonnumberandsoforth.
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Ø DepartmentCreatedBillOnlyRequisitions- Requireapprovalsoncearequisitionexceedsspendinglimitperapprovalpolicy.
Ø VendorCreatedBillOnlyRequisitions- Requireapprovalsfromtheproceduralareaateachlocation.SurgicalServiceswillassignanapproveratSinaiHospital,NorthwestHospitalandCarrollHospital.
Ø VendorCreatedBillandReplaceRequisitions- Requireapprovalsfromtheproceduralareaateachlocation.SurgicalServiceswillassignanapproveratSinaiHospital,NorthwestHospitalandCarrollHospital.
Ø VendorCreatedConstructRequisitions - Requireapprovalsfromtheproceduralareaateachlocation.SurgicalServiceswillassignanapproveratSinaiHospital,NorthwestHospitalandCarrollHospital.
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Ø EnterthefollowingintotheInternetExplorerwebbrowserandsaveittothefavorites:Ø https://lbhdev.cloud.infor.com/SitePages/MingleHome.aspxØ ClickonthelinktogettotheInforPortalloginpage.Ø Enterthesinglesignon(windows)loginandpasswordandclickonLogin
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Ø Clickontheroundweb/globenexttoInforMing.le fortheInforPortalPage
Ø ClickonBookmarksandthenselectRequisitionCenterØYouwillhavetheabilitytoselectshoppingforfreeformentryofitemsorRequesterTemplatesforashoppinglistofitemstoaddtotherequisition.
GettingtoReq Center
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Ø ToStartaRequisiton: ClickonSHOPPINGtostartaRequisition
Ø Therequisitionheaderscreendisplays
Note: BillOnlyandBill&ReplaceVendorshavethreeoptionsforaddinglinestoarequisition
1. Template2. ExpressOrder3. CatalogSearch
Ø Ifalltheitemsarestandarddelivery,enterthatinformationontheheader(asshownbelow)andit
willdefaulttoeverylineontherequisition.Standarddeliveryis7businessdays.BillOnly
requisitionsshouldalwaysbestandarddelivery.
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Ø Therequisitionheadercontainshelpfulfieldsthatcanbeusedtoidentifythecaseslater
1. ReferenceNumber– DateOfSurgery2. RequisitionDescription– PhysicianInformation3. RequestingLocation– SelecttheappropriatelocationforBillOnly,Bill
&ReplaceorConstuct Requisitions4. RequestedDeliveryDate- shouldbe7businessdays5. Priority– shouldalwaysbenormal6. Commentsaddedatunderthecommentstaboftheheaderwill
defaulttoeverylineoftherequisition.SameappliestoProcedureInformation.
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Ø ExpressOrder:UsedwhenyouknowtheItemNumber.
1. ClickOntheExpressOrderTab2. EnterItemNumberintheItemField3. ClickonFind4. Reviewitemforaccuracy5. Editquantityifappropriate6. ClickonAdd
Note:Adialogboxwilldisplaythemessagethatoneofmorelineshavebeenaddedtotherequisition
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Ø Templates:AreprebuiltvendorshoppingliststhatarebuiltandmanagedbySupplyChain
InformationSystems.
1. CompanyTemplates– AreavailabletoallusersandincludeshoppinglistsforitemsstoredintheCentralDistributionstoreroom.
2. LocationTemplates - Arevendorspecific.Ø Toorderitems
1. ClickOntheActionboxatthefrontoftheline.2. Editquantityifappropriate3. Youcanselectmultipleitemsatthesametime4. ClickonAddSelected
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Ø CatalogSearch:SearchforanitemthathasbeenprebuiltintheItemNumberfile
1. ClickontheItembox2. Enterthecatalognumberoftheitem3. Reviewthesearchresultsfortheitem4. Selecttheappropriateitem5. ClickOntheActionboxatthefrontoftheline6. Editquantityifappropriate7. ClickonAddSelected
Note:Alwayspaycloseattentiontotheunitofmeasure– iftheitemdisplayscaseorboxyouwillneedtodrilldowntofindouthowmanyeaches areinthedisplayedunitofmeasure.
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Ø Onceallthelineshavebeenaddedtotherequisitionthelineprocedurenotesmustbecompleted.
1. ClickontheItemnumber2. ClickontheLineProceduretab3. Enterherequiredinformationfortheitem4. ClickonthenextItemnumberandrepeat
Ø LineProcedure:ContainsImplantandCaserelatedInformationandMUSTbefilledoutcompletely
forEVERYItem.
1. LotNumber2. SerialNumber3. PatientInformation4. PhysicianInformation5. ProcedureDate6. MedicalRecordNumber7. SalesRepresentative
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Ø AddingNotestotheRequisition:Notescanbeaddedatheaderlevelandatthelinelevel.Header
levelnotesshouldapplytoalllinesontherequisitionandwilldefaulttoeverypurchaseorder
createdfromthisrequisition.Linelevelnotesarespecifictothatindividuallineandwillonlydisplay
onthepurchaseordercreatedforthatline.Commentsshouldcontaininformationsuchas:
1. Informationthebuyerneedstoaccuratelyplacetheorder2. SpecialDeliveryInstructions3. Informationthatthevendorrequires
Ø CommentstoPrintonHeadersofInternalDocuments: Usedforinformationrequiredtoaccurately
placetheorderandconfidentialinformationthatshouldnotbetransmittedtovendors.
Ø CommentstoPrintonPurchaseOrders: Usedforinformationthatshouldtransmittothevendor
withthepurchaseorder.
Ø CommentstoPrintonReceivingDocuments:DeliveryinstructionsrequiredforReceiving.Notehere
ifFrozenProductorSpecialInstructionsforinternaldelivery.
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Ø ReleasingtheRequisitions:Thefinalstepinplacinganorderisreleasingtherequisition.The
requisitionlinesdisplayattherighthandsideof theReq Centerscreen.
1. ReviewtheTotalQuantityatthebottomrighthandcornerofthescreenforaccuracy.
2. ReviewtheTotalCostforaccuracy3. ReviewtheTotalNumberofLines4. ClickonPrinttoretainahardcopy5. ClickonReleasetoplacetheorder
Note:ADialogBoxDisplaysstatingthattherequisitionhasbeensuccessfullysubmitted,shouldthe
requisitionrequireanApprovertheStatusdisplayedwillstate“NeedsApproval”
Onceapprovedyouwillreceiveanemailstating“YourRequisitionnumber###hasbeenapproved”
YOUHAVENOWPLACEDYOURFIRSTORDER!
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Ø EnterthefollowingintotheInternetExplorerwebbrowserandsaveittothefavorites:Ø https://lbhdev.cloud.infor.com/SitePages/MingleHome.aspxØ ClickonthelinktogettotheInforPortalloginpage.Ø Enterthesinglesignon(windows)loginandpasswordandclickonLogin
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Ø Clickontheroundweb/globenexttoInforMing.le fortheInforPortalPage
Ø ClickonBookmarksandthenselectRequisitionCenterØ ClickonStatus
FollowinguponRequisitions
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} OnceyouClickonStatusthefollowingscreendisplays
Alltherequisitionswillbelistedalongwiththeirstatus.Thisrequisitionshowsthatapprovalisrequiredpriortotheorderbeingplaced.
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RequisitionInquiryScreenFunctionalityØ ClickontheRequisitionNumbertodrillfurtherintothedetails.Ø UsetheActionToolstocopyacompletedrequisitionortomodifyanunreleasedrequisition.Ø Clickonthetrashcansymboltodeleteaunreleasedrequisition.
Ø Hoveroverthe i symboltoseetherequisitiondescriptionandreferenceinformation.