CD Register

PTS 5 now includes an optional CD Register module that can be used to keep track of transactions relating to the movement of controlled drugs (CDs). It is designed to be an electronic implementation of the "CD books" that were previously hand-written.

Using the CD register, staff are able to create orders for CDs that are then tracked through the dispensing process and delivered back to the ward, where the transactions relating to the receipt and onward administration to a patient can be recorded and witnessed.

Patient’s own CDs can also be receipted and administered in the CD register, as you can record transactions for stock that is not being tracked in PTS.

The CD register module features a live summary of CD stock levels (ward and patients own) as well as a detailed list of transactions.

Additionally, the CD register module includes functionality to perform CD key handovers and balance checks.

Prerequisites

• Purchase a CD Register license key.
• Update to PTS 5.0.0.47+
• Configure Application Settings to allow use of CD Register module.
• A populated drugs table is required.

Setup

Application Settings

There are several settings that need to be configured in Application Settings:

1. CDLICKEY
   The entry of a valid licence key enables CD register functionality within the application. Please contact TMSi to obtain your licence key.
2. CDNEWROLE
   Staff using the CD Register can be given permission to register additional users. This is useful when a transaction needs to be witnessed but the witnessing nurse has not yet been set-up in PTS. When a user is created in this manner, the CDNEWROLE setting determines the role (and therefore default user views & permissions) that will be assigned to the new user.
3. CDPATID
   When administering CDs from the register, PTS will verify that the CD is being administered to a valid patient. This setting determines if the local ID (usually Hospital Number) or national ID (usually NHS Number) will be used to match the patient.
4. PWDEXPIRY, PWDLENGTH, PWDREQDIG, PWDREQLOW, PWDREQNON, PWDREQUPP, PWDREUSE
   Password complexity requirements, expiry interval and whether re-use of old passwords is permitted can be configured in line with your organisations security policies.

Populate initial ward stock lists

Each ward that uses the CD register will have a stock list of CDs that can be tracked on that ward.

In order to build these lists, you need to be logged on to PTS as a user that has both the WARD and WARDSTOCKLIST permissions set to administer. You will need to log out and re-open PTS5 to have these changes accepted.

By creating a stock list, you are defining which drugs can be ordered and tracked using the register for each ward.

This functionality should only be used when initially building these lists as this does not track the transactions like the live CD register does.

To populate the initial ward stock list:

1. Go to the wards setup screen and tick the ward that you want to build the CD stock list for. Click the Show CD Register button that appears on the actions menu. The CD Register Ward Stock List screen will appear.
2. The default view for each Ward only displays drugs that are in stock. To ensure you are not adding duplicate drugs to a ward’s stock list, toggle the slider at the top right of the screen to display drugs that are not in stock.
3. Open the actions menu and click the Add Drug to Ward Stock List button. The Add Drug to Ward Stock List dialog will appear. Drugs can be added individually by typing the name of the drug to add, selecting it and clicking the add button. Alternatively, all drugs of a given schedule can be added by selecting a schedule from the add drugs by schedule button.
4. Once added the drugs will be displayed on the CD Register Ward Stock List. If no drugs appear, double check that the show items that are out of stock slider is set to display out of stock drugs.
5. Transactions can now be completed in the CD register for the ward.
6. Create a ward stock list for every ward that will be using the CD register.