How To: Creating a Pharmacy Services Agreement Workscreen

Related to Product: SectyrHub 340B

Applies to: Service Providers, System Users, Covered Entity Users 

Description: The following steps will guide you through the process of creating and completing a pharmacy services agreement (PSA) workscreen. This article can be used alongside the article: PSA Workscreen.

Please Note: Sectyr strongly recommends addressing outstanding OPAIS Discrepancies prior to starting a new PSA workscreen.

To save your work at any time, click the "Save and Continue" or “Save and Exit” button located at the bottom of the screen.   

• Clicking the “Save and Continue” button will save your work while remaining on the same workscreen.  
• Clicking the “Save and Exit” button will save your work then redirect you to the listing page. 

(Tip: Click the information icons  available throughout the workscreen to see additional information.)

1. Navigate to the Covered Entity dashboard.
2. Click the Pharmacy Services Agreement requirement tile.
3. Click the "New Workscreen" button in the top right corner of the page.
4. Add a Name for the workscreen. (Please note: This is a required field and files cannot be uploaded until the workscreen is named.)
5. If Master Document Workscreens have been made available to a covered entity for PSAs, the covered entity’s PSA workscreen will include the option to reference a master document. If a master document applies to the requirement workscreen at hand, select the appropriate master document workscreen name from the dropdown. This will reference the included documents.  
6. Click the "Upload New File" button to add related document(s). For example, the original agreement, amendments, or any other files related to the PSA. You can upload multiple files at once by selecting more than one.
7. Once the document(s) upload, continue to fill in the information related to the document(s). Please note: the document(s) status defaults as Draft and will create an issue if left in this state.
   • Document Description
   • Document Type
     • Original
     • Original w/ Amendment
     • Amendment / Notice
     • Other
   • Status
     • Draft
     • Executed
     • Archived
8. Type the Original Effective Date of the PSA or use the "calendar" button to the right of the field to select a date. This date should be available within your uploaded PSA.
9. Select the Auto-Renewing/Evergreen Status by selecting Yes or No from the dropdown.
   • If Yes, the PSA auto renews.
   • If No, enter the Termination Date found within the PSA.
10. Type the Next Review Date or use the "calendar" button to the right of the field to select a date. This will serve as reminder to revisit this PSA workscreen.
    • It is recommended setting it 90 days prior to the PSA renewal/termination date.
11. Type a Description into the text box. This is an optional field where you can take note of information within the PSA that you would like to have readily available.
12. Complete the information found in the Miscellaneous section:
    • Reprocessing Window: Enter the reprocessing window in the text box. The reprocessing window refers to the window of time in which you can reverse a claim. However, not all PSAs include a reprocessing window.
    • Meets all compliance elements?: Review the information icons to see a full list of HRSA expectations for pharmacy services agreements. If the PSA meets the expectations, check the checkbox to indicate that they have been met. If the box is left unchecked, an issue will be created.
    • Executed by Proper Authorities?: Checking this box indicates that the PSA has been properly signed by the entity and pharmacy. If the box is left unchecked, an issue will be created.
13. Associate your Referenced Pharmacies to indicate which contract pharmacies are included within the agreement/amendments.
    • Select the contract pharmacy sites from the drop down. The dropdown will show you all unreferenced pharmacies pulled into SectyrHub 340B from OPAIS that are monitored. 
    • To filter the pharmacies related to the PSA, enter a key word and click the "Set Filter" button.
    • Once the pharmacies have been filtered, click the "Add Selected" button to add the pharmacy displayed in the drop down or the "Add All" button to add all the pharmacies that appear in the drop down.
    • If no pharmacies are referenced to the workscreen, an issue will be created.
14. Once pharmacies are associated, the active pharmacies and terminated pharmacies will appear in different tables. For each active pharmacy, confirm that the pharmacy address in OPAIS Matches the pharmacy address in the agreement/amendments EXACTLY. (Be sure to confirm zip codes.)
    • Only check the box for addresses that match. Unchecked boxes will create issues.
    • This will not be required for terminated pharmacies.
    • You may choose to add notes for each site as well.
    • If a previously associated pharmacy becomes archived, it will appear in the Archived table until manually removed from the workscreen.
15. Indicate how the agreement addresses child sites. There are three options: 
    • • “Yes”- The agreement covers all child sites. This informs the solution that you have the necessary coverage in-place for the child sites.  
      • “No”- If the child sites are listed within the agreement, reference the child sites to the agreement through the same process as referencing contract pharmacies as listed above. If child sites are not addressed, a deficiency will be created.  
      •  “No – Entity has determined child site language not needed” - The agreement intentionally does not address child sites. If selected, provide a reason for not including child site language. 
16. Click the Save button to complete the workscreen. (Since SectyrHub 340B has inactivity logout times based on your organization's specifications and to avoid losing work, Sectyr recommends saving the workscreen if you plan to navigate away from the browser for an extended period.)

To learn more about the OPAIS workscreen, please refer to the following article: Pharmacy Services Agreement Workscreen

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