GSL IntelliVault Installation guide

TRAINING MANUAL
24 Hour Support [phone]

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
2
Contents
Login.................................................................................................................................................... 8
Stock Receive....................................................................................................................................... 9
Prescription Fill (Tech Fill, Pharmacist Verify)..................................................................................... 12
Prescription Fill (Pharmacist-only)...................................................................................................... 14
Coupling Controlled Substances that have not gone through the IntelliVault Fill process ................... 14
Legend Rx Coupling (IntelliSys)........................................................................................................... 15
Legend Rx Coupling (WillCall Client)................................................................................................... 16
Retrieve WillCall Client ...................................................................................................................... 18
AutoSign (Signature Capture) WillCall Client ...................................................................................... 19
Drive-thru Signature Capture (optional feature) WillCall Client .......................................................... 19
Bank Teller Dispensing (optional feature) WillCall Client.................................................................... 19
Recall................................................................................................................................................. 21
Mark as Recalled for Return to Vendor........................................................................................... 21
Remove for Recall for Return to Vendor......................................................................................... 21
Return to Stock –3 Scenarios............................................................................................................. 23
Controlled Drug Return to Stock for stock product ......................................................................... 23
Controlled Drug Return to Stock for Discontinued Rx (Once pulled for dispense)............................ 23
Controlled Drug Return to Stock for Discontinued Rx (Discontinued during RPh Verify).................. 23
Return items to stock that were not filled through IntelliSys.............................................................. 24
Physical Inventory.............................................................................................................................. 25
Inventory Adjustment............................................................................... Error! Bookmark not defined.
Broken or Dropped Medication................................................................. Error! Bookmark not defined.
Inventory Adjustment Reason Codes..................................................... Error! Bookmark not defined.
Consolidate Stock ..................................................................................... Error! Bookmark not defined.
Reporting –Reports and History ............................................................... Error! Bookmark not defined.
History .................................................................................................. Error! Bookmark not defined.
Reports ................................................................................................. Error! Bookmark not defined.
Admin –Task Manager, Users and Roles................................................... Error! Bookmark not defined.
Task Manager ....................................................................................... Error! Bookmark not defined.
Users..................................................................................................... Error! Bookmark not defined.
Appendix C ............................................................................................... Error! Bookmark not defined.
User Permissions to Manage User Roles.................................................... Error! Bookmark not defined.
Settings................................................................................................. Error! Bookmark not defined.

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
3
Downtime................................................................................................. Error! Bookmark not defined.
Downtime Operations & Recovery ........................................................ Error! Bookmark not defined.
Recovery Procedures ............................................................................. Error! Bookmark not defined.
Task Manager ....................................................................................... Error! Bookmark not defined.
Downtime Prescription Locator Report and Stock Locator Report ......... Error! Bookmark not defined.
Using the Prescription Locator Report for Rxs shelved in IntelliCab ..... Error! Bookmark not defined.
Using the Stock Locator Report ............................................................. Error! Bookmark not defined.
Downtime RPh Fill and Dispense ........................................................... Error! Bookmark not defined.
Downtime Binder.................................................................................. Error! Bookmark not defined.
Downtime Stock Receive....................................................................... Error! Bookmark not defined.
Recovery from Downtime ......................................................................... Error! Bookmark not defined.
Recovery Rx Fill and Dispense ............................................................... Error! Bookmark not defined.
Recovery Dispense ................................................................................ Error! Bookmark not defined.
Recovery Stock Receive......................................................................... Error! Bookmark not defined.
Recovery Notes & Reports in Task Manager .......................................... Error! Bookmark not defined.
Shutdown Mode ....................................................................................... Error! Bookmark not defined.
Cleaning GSL baskets, lids, and peripheral equipment............................... Error! Bookmark not defined.
FAQ .......................................................................................................... Error! Bookmark not defined.
A. Why is an LED for an IntelliVault cell blinking? .................................. Error! Bookmark not defined.
B. What do I do if I have an Unknown Contents Stock SmartBasket? ..... Error! Bookmark not defined.
C. How do I take ownership of a SmartBasket?...................................... Error! Bookmark not defined.
D. How do I fix a Mis-coupling Error?..................................................... Error! Bookmark not defined.
E. How do I return a prescription to stock?............................................ Error! Bookmark not defined.
F. How do I Back-count liquid medications? .......................................... Error! Bookmark not defined.
G. How do I transfer a prescription to a different SmartBasket? ............ Error! Bookmark not defined.
H. How do I transfer contents to a different SmartBasket?.................... Error! Bookmark not defined.
I. How do I recover “Stock in Unknown State”? ..................................... Error! Bookmark not defined.
J. There is a Shutdown Mode alert on the screen................................... Error! Bookmark not defined.
K. The IntelliPad is not working properly ............................................... Error! Bookmark not defined.
L. The drawer makes an “uh-uh” sound when I authenticate................. Error! Bookmark not defined.
M. How do I do a Partial Fill?................................................................. Error! Bookmark not defined.
N. How do I Cancel a Fill? ...................................................................... Error! Bookmark not defined.
O. How do use IntelliVault if the lock isn’t opening?.............................. Error! Bookmark not defined.
Downtime Perpetual Log .......................................................................... Error! Bookmark not defined.

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
4
USB IntelliPad ........................................................................................... Error! Bookmark not defined.
Troubleshooting USB IntelliPad............................................................. Error! Bookmark not defined.
User Permissions ...................................................................................... Error! Bookmark not defined.
Conversion of Stock and Prescriptions to IntelliVault ................................ Error! Bookmark not defined.
Initial Stock Receive (Legacy Conversion) .............................................. Error! Bookmark not defined.
Return to Stock Controlled Rxs that are in IntelliCab prior to Conversion ............Error! Bookmark not
defined.
Perpetual Log Binder............................................................................. Error! Bookmark not defined.
IntelliVault Daily Checklist..................................................................... Error! Bookmark not defined.
NDC Conversion Table........................................................................... Error! Bookmark not defined.
SUPPORT .................................................................................................. Error! Bookmark not defined.

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
5
FCC Compliance Notice
English
Per FCC 15.19(a)(3) and (a)(4) This device complies with part 15 of the FCC Rules. Operation
is subject to the following two conditions: (1) This device may not cause harmful interference,
and (2) this device must accept any interference received, including interference that may cause
undesired operation.
Per FCC 15.21 Any change or modification to this device not expressly approved by GSL
Solutions, Inc. voids your authority to operate this device.
This device complies with Industry Canada license-exempt RSS standard(s). Operation is
subject to the following two conditions: (1) this device may not cause interference, and (2) this
device must accept any interference, including interference that may cause undesired operation
of the device.
French
Selon FCC 15.19 (a ) ( 3) et (a) (4) Cet appareil est conforme à la partie 15 des règles
de la FCC. Son fonctionnement est soumis aux deux conditions suivantes: (1) Cet
appareil ne doit pas causer d'interférences nuisibles, et (2) cet appareil doit accepter
toute interférence reçue, y compris les interférences pouvant entraîner un
fonctionnement indésirable.
Conformément à la FCC 15.21 Tout changement ou modification de cet appareil non
expressément approuvé par GSL Solutions, Inc. annule votre droit d'utiliser cet appareil.
Cet appareil est conforme aux normes RSS exemptes de licence d'Industrie
Canada. Son fonctionnement est soumis aux deux conditions suivantes: (1) cet appareil
ne doit pas provoquer d'interférences, et (2) cet appareil doit accepter toute
interférence, y compris les interférences susceptibles d'entraîner un fonctionnement
indésirable de l'appareil.
2

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
6
Couple stock bottles to a SmartBasket, then cover with a lid and store it anywhere it fits in IntelliVault

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
7

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
8
Login
To set up Users, refer to the Error! Reference source not found. section
1. Scan ID Badge
Note: If ID Badge is unavailable, press Unable to scan your ID Badge? then manually enter the
4-digit ID badge friendly name
2. Enter user name in the second field
3. Enter password in the third field. To reset your password press the link below the password field
4. Press Enter or Login
5. To logout, press the logout button at the bottom of the green sidebar

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
9
Note: For Error! Reference source not found., refer to Error! Reference source not found.
Stock Receive
PMS Receiving
Tech
1. Start PMS Receiving
2. Stock Arrives; CIIs already separated by Supplier
3. Scan each item into PMS to verify receipt
4. Verify received stock against order form and supplier invoice
RPh
1. Verify receipt of meds vs. invoice (sort by NDC/Exp/Lot)
2. Print or gather DEA 222 from CSOS and attach to Supplier invoice
B. RPh IntelliVault Receiving
1. Items need to be sorted by NDC,
Expiration and Lot
2. Inventory > Receive
3. Select New Order or Past Order
4. If New Order, enter DEA 222 Form
number and press OK
Note: for schedule 3-5 drugs, enter PO
number in the DEA 222 Form field
5. Enter Invoice Number and press OK
6. Select Begin Processing
7. Place empty SmartBasket on IntelliPad
Note: Receive workflow may be cancelled
at this time by pressing Start Over
Best practice: Remove stock bottle caps
to determine sealed bottles. Keep the lid
on the open bottle for each SmartBasket.
Note: Break up fast-movers in multiple
SmartBaskets

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
10
8. Scan 2D (QR) code on each stock
bottle and place into SmartBasket
Note: If 2D code is not available,
scan NDC barcode
Note: If code does not scan,
manually enter the full 11-digit
NDC. (See Appendix F Error!
Reference source not found.)
9. Confirm QTY contained in basket,
press tab key
10. Enter Lot number, press tab
11. Enter Expiration date, press tab
12. Press Confirm button to complete receiving for that SmartBasket
13. Place a lid on the SmartBasket
Refrigerated Items: Using a SmartBasket, enter information as above, then place a card with the
stock information in the SmartBasket as a “point-to”. For fills, enter each Rx# and decrement the
QTY on a card (such as the AF 579 Controlled Substance Register form). Store the item in the
refrigerator. The refrigerator key may be stored in the SmartBasket.
14. Second user logs in to verify stock
contents
15. Inventory > Verify
16. Place the stock basket on the
IntelliPad and press OK on each
item or press Confirm All. Basket
widget will turn green and will
show Verified
17. Place lid on stock SmartBasket and
shelve into IntelliVault
Note: Must be the same person
who verified the stock basket

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
11
18. Complete all receiving for that
invoice
Note: When finished with stocks on
invoice press Done for Now.
Press Received List in lower right at
any time to view the stock received
for that invoice and to reconcile
Form# with Invoice#
19. Press Complete Invoice button
20. Press Finalize button
Note: a. IntelliVault generates Stock
Receive Report and adds task to
Error! Reference source not found.
b. Print Stock Receive Report and match each NDC to invoice and 222

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
12
Prescription Fill (Tech Fill, Pharmacist Verify)
A. Tech Retrieves Stock from IntelliVault
1. Print Rx label in PMS
Note: To force print a label in McKesson:
a. F3
b. Enter Patient name
c. Double click on the Rx
d. Print Options
e. Label type, select drop down, select Rx label manual
f. Print
2. Fill > Fill
3. Scan Rx label barcode
Note: To cancel the pull press Cancel Pull.
Note (DoD Only): If NDC is unavailable in dispensable inventory, IntelliSys will fill with an
alternative NDC of the same drug, strength, and form of delivery.
Note: For partial fills, either change the quantity in the pharmacy management system, or
perform an Inventory Adjustment. Document the reason with the Rx number, etc.
4. Follow pick light and retrieve SmartBasket(s) above the green LED(s)
B. Tech Fills Rx and returns stock to IntelliVault
1. Place stock SmartBasket on IntelliPad

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
13
Note: To cancel the fill press Cancel Fill, enter the back count, then return the stock basket to
the IntelliVault. The Perpetual Log will display the prescription as “Return to Stock” and not as
“Cancelled Fill”.
2. Remove QTY displayed on screen to fill Rx
Note: If multiple SmartBaskets are selected for retrieval, remove the QTY displayed for each
basket. Removing a different QTY than indicated will result in an Inventory Adjustment
operation.
3. Press Start Back-count
4. Enter remaining stock basket quantity and press OK. Repeat for each stock basket if multiple
were pulled for fill
5. Note: Liquid medications have a certain tolerance that is acceptable during Back-count. A back-
count that is outside the tolerance will require an Error! Reference source not found.. Enter the
Back-count quantity for all bottles in the stock SmartBasket.
Note: User has 3 attempts to enter correct Back-count. If incorrect after 3 attempts a user with
appropriate permissions must login and perform the back-count as well as make any necessary
Error! Reference source not found.s
6. Remove stock basket from IntelliPad and shelve in IntelliVault. Successful shelving is indicated
by a quick blink of a green LED and an audible chirp.
Note: If the LED is blinking yellow, the basket above the LED needs attention. It may be pulled
from the drawer without an alarm.
1. Place the SmartBasket on the
IntelliPad
2. Inventory > Take Ownership
3. Inventory > Verify
4. Verify the NDC, Qty, Lot, and Exp
5. Shelve in the IntelliVault
A blinking red LED indicates an
unauthorized pull. Pull the basket from the
cell and
6. Place the SmartBasket on the IntelliPad
7. Inventory > Take Ownership
8. Inventory > Verify
9. Verify the NDC, Qty, Lot, and Exp
10. Shelve in the IntelliVault
Note: If the correct basket count is now zero, the empty basket may be placed back into
circulation
Refrigerated Items:Follow pick light and retrieve SmartBasket. Retrieve the medication from the
refrigerator. Enter the Rx# and decrement the QTY on the card (such as the AF 579 Controlled Substance
Register form). Once the QTY reaches zero, place the SmartBasket back in the empty basket circulation.
C. Tech Couples Rx to a SmartBasket for Will Call
1. Fill > Rx Entry

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
14
2. Place empty SmartBasket on IntelliPad
and scan Rx barcode to couple
prescription
Note: Only one CII per SmartBasket,
coupling an additional Rx into the
SmartBasket will result in a mis-
coupling error
Note: To transfer the Rx to a different
SmartBasket press the Remove button,
then scan the Rx to a different basket
Note: Press More to remove item
basket if needed
3. Pass coupled Rx SmartBasket to RPh for verification and double-count
D. RPh Verify
1. Fill > Rx Verification
2. Place coupled Rx SmartBasket on
IntelliPad
3. Scan Rx or enter manually (twice)
4. Double-count the Rx and press OK.
Basket widget will turn green
Note: To cancel the fill press Cancel Fill,
the basket will be converted to stock.
Shelve the basket in IntelliVault. The
Perpetual Log will display the
prescription as “Return to Stock” and
not as “Cancelled Fill”.
Note: Press More to remove item from basket if needed
5. RPh places lid on SmartBasket and shelves in WillCall IntelliCab
Note: The person who verifies must shelve
Prescription Fill (Pharmacist-only)
Follow all steps for A, B, C and D above.
Coupling Controlled Substances that have not gone through the
IntelliVault Fill process
(Used for prescriptions that have come from Central Fill or Automation)
In IntelliSys:
1. Fill > Rx Entry
2. Place basket on IntelliPad
3. Scan Rx barcode(or manually enter Rx number twice)

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
15
4. Shelved coupled SmartBasket
Note: Drugs that are coupled using this procedure will not be marked as controlled substances.
Nor will IntelliSys know the NDC, lot # or expiration date.
Legend Rx Coupling (IntelliSys)
A. SmartBasket
1. In IntelliSys Client, navigate to Fill > Rx Entry
Note: Be sure to log off and close WillCall Client
before opening IntelliSys
2. Place an empty SmartBasket on the IntelliPad
3. Scan each Rx label and place in the SmartBasket
4. Navigate to Fill > Rx Verification
5. Place a lid on the SmartBasket
6. Shelve into WillCall IntelliCab
B. Oversize/Fridge Location
1. In IntelliSys Client, navigate to Fill > Rx Entry
Note: Be sure to log off and close WillCall Client before opening IntelliSys
2. Press Allow Rx Scan Without Basket or Refrigerated Drug Mode
3. Scan each Rx label to be coupled
4. Press Browse on the SmartBasket widget to view available locations
5. Select location and double click to couple
6. Place the prescription in the designated location

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
16
Legend Rx Coupling (WillCall Client)
Performed in the WillCall Client (not IntelliSys). Be sure to close IntelliSys first before opening the WillCall Client
A. SmartBasket
1. In WillCall Client, navigate to F1 Tab
Note: Be sure to log off and close IntelliSys before opening WillCall Client
2. Place an empty SmartBasket on the IntelliPad
3. Scan each Rx label and place in the SmartBasket
4. Place a lid on the SmartBasket
5. Shelve into WillCall IntelliCab
B. Oversize/Fridge Location
1. In WillCall Client, navigate to F1 Tab
Note: Be sure to log off and close IntelliSys before opening WillCall Client
2. Press Allow Rx Scan Without Basket
3. Scan each Rx label (once)
4. Press Container Browser to open
5. Select location and double click to couple
6. Place the prescription in the designated location
Container Browser
Rx Notes
1. Once an Rx has been coupled, click the Notes icon next to the Rx in the Associated Items field

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
17
2. Type note or choose predefined note and check “Must read” boxes if applicable. Press Close or
press Enter
Patient Notes
1. Press [Alt, F2] Patients tab
2. Type patient last name and select patient
3. Click Notes button on right side of screen
4. Choose predefined note or type note and check “Must read” boxes if applicable. Click “Close” or
press Enter
Mandatory Reading of Notes
1. Once a Note is created, press on either “Must read prior to dispensing”, or “RPh must read prior
to dispensing” at bottom of Notes page
2. After initiating a Pull operation, a red “READ!” icon will appear next to the patient’s name on the
Second Patient Identifier screen
3. Press on each red “READ!” notes button
4. If it is an RPh note, an pharmacist (or Admin) is required to log in, read the notes, and complete
the Second Patient Identifier items. The original operator then pulls the Rxs from the cabinets
5. After reading, the “READ!” icon turns green and the Confirmation Status changes to
“Confirmed” after the patient’s DOB is entered
Manual Patient Entry Required Data [F1]
Enter patient's first and last names, then enter the DOB
Manual Customer Selection Confirmation [F1]
When manually coupling, you will now be prompted to enter a 2nd patient identifier (i.e. DOB) to
validate that you have the correct patient. You will only be required to enter this 2nd patient identifier
for the 1st prescription coupled to the location. So, if you are coupling 5 Rxs to a single location, you will
only be required to confirm the 1st Rx. You will also be prompted to confirm the patient if you must
select the patient from the patient drop-down box on F1 (i.e. when you type in the patient name
manually). The prompts do not appear if you scan a military ID card or if the information comes from
the PMS
The 2nd patient identifier dialog can display 2 different fields to use for confirmation, however we will
only require that one field be used for confirmation unless corporate specifies that both fields be used
Manual Rx Entry Confirmation [F1]
If an Rx number is typed in for coupling (vs being scanned), you will be required to type in information to
confirm the correct patient is being coupled via the new 2nd patient identifier dialog box on F1. The 2nd
patient dialog is the same as described in the "Manual Customer Selection Confirmation" section above
PMS Down Barcode Scanning [F1]
If the PMS is down (i.e. we can't look up the Rx), we will allow the barcode to be scanned, if
available. This will create a custom item with the Rx number as the custom name. You will be able to
scan the barcode to release the Rx when dispensing it. With this change, users should always try
scanning barcodes before they ever try typing data to make progress

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
18
Retrieve WillCall Client
Also referred to as “Search”. Performed in the WillCall Client (not IntelliSys). Be sure to close IntelliSys
first
At Any GSL Workstation, open the GSL WillCall Client (Be sure to close IntelliSys first)
1. Press [F2]
2. Scan ID or enter Patient’s Last Name
3. Press on correct Patient and Press [F12] to initiateRetrieval
4. Enter the Patient’s Date of Birth (2nd Identifier), if applicable
5. Press [Enter] to confirm. Press [Enter] again toretrieve
6. Pick to the Light. Follow your pick Number/Light to the correct Drawer, identify yourself
to the Drawer with your User ID Badge and open it
7. Pick the SmartBasket above the lights and close the Drawer
8. Continue to pick each SmartBasket until no items are remaining to be retrieved. Yourpick
screen will clear
Note: If high alert medications option is turned on, certain medications require a
Pharmacist to dispense. The Pharmacist must log inand retrieve high alert medications
Oversized / Refrigerator / Other (No Lights)
1. Go to the indicated Oversized / Refrigerator / Other location. Retrieve all Rxs for patient
from that location
2. Scan each Rx to Confirm Pull
MedGuide Printer
1. Retrieve all MedGuides for patient from printer
2. Scan the barcode on the MedGuide banner page to Confirm Pull
3. In the event that scanning is not available, to manually confirm that the MedGuide was
dispensed, type in the confirmation code that appears on the the Medguide banner
page
Pharmacy Consult
1. If the Pharmacy Consult button was clicked during Entry:
a. Press “Consulted” (or “Refused”) in lower right of screen
2. Press “Process all as indicated” in top left of screen
Mandatory Reading of Notes [F1 and F2]
• Once a Note is created, press either “Must read prior to dispensing”, or “RPh mustread
prior to dispensing” at bottom of Notes page
• After initiating a Pull operation, a red “READ!” icon will appear next to the patient’s
name on the Second Patient Identifier screen
• Press each red “READ!” notes button
• If it is an RPh note, an RPh (or Admin) is required to badge in, read the notes, and
complete the Second Patient Identifier items. The original operator then pulls the Rxs
from the cabinets
• After reading, the “READ!” icon turns green and the Confirmation Status changesto
“Confirmed” after the patient’s DOB or is entered
Cancel Pull
1. To cancel a retrieval operation, press “Cancel Pull”

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
19
2. If “Cancel Pull” is not selectable, highlight the Rx (or all Rxs) in the pull list by pressingit
3. If a SmartBasket that has been retrieved from the IntelliCab needs to be returned tothe
cabinet, Re-Couple and Re-Verify
AutoSign (Signature Capture) WillCall Client
Performed in the WillCall Client (not IntelliSys). Be sure to close IntelliSys first
AutoSign is an add-on subsystem for IntelliSys that enables the pharmacy to electronically capture a
patient’s signature for items at pickup. The AutoSign feature may be configured as signature required
for no safety caps, all prescriptions, for controlled substances, or for special handling drugs.
1. Follow the normal selection and retrieval process for retrieving a patient’s prescriptions. When
the last item is retrieved from the drawer or confirmed from the refrigerator/overstock area,
the signature pad is automatically loaded with prescription and patient information and the
pick screen changes to the AutoSign screen
2. The patient signs the signature pad and presses “ok”
3. The user verifies the information is correct (driver’s license number, phone number) accepts
the signature and processes the items as discussed below
AutoSign Processing Options
The user can choose to process the prescriptions in a number of different ways by selecting the
appropriate check box for each individual item.
•Delivered-signed. Check this box when the recipient has signed for the item
•Note: Once the patient has signed and pressed “OK” on the signature pad, AutoSign will check
this box automatically
•Delivered-not signed. Check this box if a patient received and item(s) and did not sign for it.
•Hold. Check this box if a prescription needs to be returned to the IntelliCab
•Note: Items that have been marked as “hold” must be recoupled before they are filed back into
the IntelliCab
•RTS. Check this box when a patient does not receive the item and it is returned to stock (non-
compliance)
•Destroy. Check this box when a patient does not receive an item and the item is not returned to
stock
Drive-thru Signature Capture (optional feature) WillCall Client
Performed in the WillCall Client (not IntelliSys). Be sure to close IntelliSys first
1. The receipt is printed automatically when the last item is retrieved
2. Send the receipt to the patient to sign
3. Scan the receipt with the scanner
4. Scanning of receipts must be performed in sequence
Bank Teller Dispensing (optional feature) WillCall Client
Performed in the WillCall Client (not IntelliSys). Be sure to close IntelliSys first
1. Start at the Entry [F1] screen.
2. Turn Bank Teller Mode on
3. Fill each prescription and return with them to the window
4. Scan each prescription in the Entry [F1] screen

©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
20
5. Scan the patient’s CAC card. The screen will automatically change to the Search [F2] tab and
select all prescriptions for the patient, including all prescriptions already in will call
6. (If the CAC card does not scan, the prescriptions must be scanned into GSL. In this manual
mode, once the prescriptions are handed to the patient, press the “Confirm Entire Pull” button
to confirm.
7. Press [F12] to retrieve the prescription(s)
8. Hand the Bank Teller prescription(s) to the patient
9. Retrieve prescriptions from will call
10. MedGuides will begin printing automatically
11. The signature pad, if available, will populate for the patient’s interaction
12. Once you have handed out all MedGuides and captured the patient’s signature, IntelliSys will
return to the Entry [F1] screen to continue with the next patient