How to Tweak Routes for Billing

Owned by Gord More (Unlicensed)
Last updated: Jun 25, 2018

This article describes how to check and tweak Route shipments for billing.

You will be using the IDS 2 PC Client's Route Module. These screens use MicroSoft's Combo Boxes. For assistance on how to use Combo Boxes, please read this article: How to use combo-boxes

Creating a List of Non-RC'ed Shipments.

  1. In the IDS 1 PC Client.
  2. Go to the Search Screen.
  3. Select a "To" and a "From" date.
  4. Important. Only select 2 or 3 days of your current billing week. If you select a full week's worth of data, it might take a very long time to download. A few days worth of data is all you need.
  5. Select your Account
  6. The "To Status" and "From Status" needs to be "From Verified"  "To Invoiced". The RC ONLY!!! picks up on Verified and Invoiced shipments.
  7. Then click the "Search" button.
  8. Once the shipment data has populated the Search Screen, type "Route" into the filter box.
  9. This will filter the search results to only show shipments with the word "Route" in the data.
  10. Double click on the "Pkg" column head.
  11. This will sort all the shipments by the "Pkg" field (aka Package Type field).
  12. All shipments that were successfully RC'ed, will have a "Pkg" of "Route: (routename)"
    1. For example: Route: 6F
  13. All other shipments with a Service Level of Route and a package type that is not as per point 12 above, were not RC'ed.

The above now means, you have a list of shipments that were not RC'ed.

Tweak #1 

The first thing to do is check the Time of Pick Up (T-PU) of the shipment to the route definition.
To do this please complete the following steps:

  1. Using the list of shipments that were not RC'ed created above.
  2. Look at the Non-RC'ed Time of Pick Up (T-PU)
  3. Launch the IDS 2 PC Client and navigate to the Routes > Account Tab. 


  4. Select your Pharmacy Location from the "Company to be invoiced"

  5. Then select the Route

  6. Now compare the Time of Pick Up (T-PU) of the shipment, to the time for the route.
  7. Adjust the "Time Window" above accordingly to capture the Shipment's Time of Pick Up.
  8. IF! The time is correct, then 1 of 2 things happened:
    1. The address for the facility is not connected to the route (see Tweak #2 below).
    2. The address for the facility is connected to 2 routes for exactly the same time. If this is the case, adjust the route definitions such that the facility only shows in 1 route for that 1 time period.

Tweak #2

The second thing to check is to ensure the Address is:

  1. Connected to the route.
  2. The address is not connect to another route for the same period of time.

To do this please complete the following steps:

  1. From your List of Non-RC'ed Shipments.
  2. Look for the Facility ID / Nursing Station in the Shipment's Destination Company Name. For example:

    In the example above, the Facility ID / Nursing Station is 340-CLERMAB
  3. Launch the IDS 2 PC Client and navigate to the Routes > Routes Tab. 
  4. Select your Pharmacy Location from the "Company to define the route for":

  5. Then select the route in the "Customer's route" drop down.



  6. Once the route addresses have loaded on the right hand side of the screen, search for the Facility ID / Nursing Station from point 2 above.
  7. You can add either / and:
    1. The human readable name. Example: "Laurels of Milford (PC) (340-CLERMAB)"
    2. Just the Facility Id / Nursing Station:  340-CLERMAB
  8. IF! The address is correct, then 1 or 2 things happened:
    1. The Pick Up Time is not correct, see Tweak #1 above.
    2. The address for the facility is connected to 2 routes for exactly the same time. If this is the case, adjust the route definitions such that the facility only shows in 1 route for that 1 time period.