1. Load conversion software onto the hard drive.

   1. Place Install Disk into floppy drive
   2. From Program Manager Select Þ File
   3. From ‘File’ Select Þ RUN
   4. In the Command Line Type Þ a:\setup.exe (if floppy drive is a different letter, then replace ‘a’ with appropriate letter)
   5. ‘ENTER’
   6. The system will prompt you when to place Disk 2 and Disk 3 into the floppy drive.
      
      

2. Copy the file WIZARD.INI to the C:\WINDOWS directory on your hard drive. If the file does not exist copy from ‘A’ Drive to ‘C’ Drive following the steps out lined below. If this file exists, do not overwrite it; instead, edit the file and add the following line at the bottom: methodology=C:\SMS\IM

   1. Program Manager Select Þ Main Icon
   2. From Main Icon Þ File Manager
   3. Double Click the ‘A’ Drive
   4. Select ‘Window’ from the menu bar at the top of File Manager
   5. Select Þ TILE HORIZONTALLY
   6. You should now see 2 Windows open, one for the ‘C’ Drive and one for the ‘A’ Drive
   7. From the ‘A’ Drive click and hold the directory ‘WIZARD.INI’. Drag the directory and drop it on top of ‘WINDOWS’ in C:\Windows. The system should inform you that a copy from ‘A’ Drive to the ‘C’ Drive is in progress.
   8. The ‘WINDOWS.INI’ directory should now be on the ‘C’ Drive in the ‘WINDOWS’ Directory
   9. Close the ‘A’ drive
   10. Close File Manager

STEP 2: CALLING THE DRUG MASTER REPORT

* See Screen Print 1

STEP 3: MOVING REPORT FROM THE QUEUE TO C:\SMS\IM

STEP 4: UPLOADING PDM INFORMATION IN EXCEL SPREAD SHEET

1. Log onto the hospital’s CICS using Rumba. You must be on the GEMFUN01 screen.
   
   
2. From the RUMBA menu bar:

1. Select Þ Session
2. Select Þ EHLLAPI Configuration
3. Place a X in Þ  EHLLAPI SDK
4. Type a ‘A’ in the SHORT NAME box
5. Select Þ OK

3. Start up Excel and open the file RXINV.XLS in directory C:\SMS\IM\
   
   
4. On the DATA ENTRY sheet, click on the button labeled Import RX File. You will see a dialog box where you can specify certain options.

1. Pt Ed Monograph Field - Used to specify which INVISION user field (if any) you would like to store the Patient Education Monograph field from the Drug Master.
2. Service Effective Date - You can chose either the default system date (the day after the upload takes place) or specify another future date.

5. You will then be prompted to enter the name of the input file. Type in one of the Report File names from 3.3.3. You have to run the upload to the SM separately for the DPU Drug Report and the DPD Drug Report. At this point, a macro is executed to import the text input file into the Excel spreadsheet. This may take a few minutes, depending on the size of the file.
   
   
6. Once the file is imported, browse the spreadsheet to make sure the data appears to be in the correct columns. Columns whose headings are shaded dark gray are mandatory fields, so make sure these have values in them. You can get help on a specific field by clicking on a cell in that column and then clicking on the Field Help button. The General Help button provides general information about the upload process. You can also make additions/changes directly to the fields on the spreadsheet before the conversions. You may need to do this to correct inaccurate data or to value a mandatory field.
   
   
7. Do Not run the other Report File yet

STEP 5: UPLOADING PDM INFORMATION TO THE SERVICE MASTER

1. When the data appears to be OK, click on the button labeled Send to INVISION and the upload will begin. You will see a status box indicating the progress of the upload and the estimated time remaining. At this point, you can swap back over to Rumba and watch the data being entered. If you wish to cancel the upload, click on the Interrupt button at any time. This will stop the upload and keep track of where it left off, so that when you restart later, it knows where to resume loading. To restart the conversion program, click the Send to INVISION button on the spreadsheet.
   
   
2. Upon completion, the status box will indicate the number of errors that were encountered. When an error is encountered, the current record (drug) is not uploaded, and the next record (drug) is processed. If you have encountered errors, switch to the Upload Errors sheet (bottom of excel spreadsheet). The Upload Errors sheet is similar to the DATA ENTRY sheet, which list only those records (drugs) that contained errors. In addition, a column on the left lists the actual line 24 error message that INVISION generates.
   
   
3. You should make any corrections to the data on the Upload Errors sheet. When all errors have been fixed, click on the Send to INVISION button on that sheet. The utility will again try to upload the remaining records (drugs). If the record (drug) is successfully uploaded this time, it will be removed from the error sheet. If there is a new error, the new error message will replace the old one. Since the system only uncovers one error per record (drug) at a time, you may need to repeat these last two steps several times before all of the errors are corrected.
   
   
4. Return to Step 4 and repeat for other Report File.

STEP 6: Service Master Verification

Once the SM is converted, browse the SM for any obvious errors. A NDDF update tape should be run on INVISION, backing up the Interval Begin Date by five years, to ‘QA’ the SM. Just use the "Change" section of the NDDF Update Report to look for any discrepancies and discard the "Add" and "Obsolete" sections.