PocketRx Help

PocketRx Help

Concepts
About PocketRx
Prescription Reminders
Synchronizing PocketRx Data

How To
Create a New Item
Edit an Existing Item
Enter Information
Duplicate an Item
Delete an Item
Add Prescriptions to Calendar
Editing a Scheduled Prescription
Remove Prescriptions from Calendar
Cut, Copy, Paste, Undo
Configure Options
Configure Lists
Register PocketRx
Get Support

About PocketRx

You can organize medical information for your whole family using PocketRx. Keep all the details for each of your family members' medical history, physicians, prescriptions, pharmacies, and insurance policies. This allows you to quickly and easily find medical information for yourself or your loved ones when you need it. In addition, you can quickly and easily add your prescriptions to your calendar, with or without reminders. Prescriptions with reminders pop up on your device just like reminders for other appointments and tasks you create. This helps you remember to take or administer medication on time.

PocketRx allows to organize the following types of items:

Patients

You can create a patient entry in PocketRx for each of your family members. If your pet takes medication, you may want to consider adding your pet as patient, too. Once you have added a patient, you will be able to add prescriptions and insurance policies for that patient. The allergies, medical history, and notes sections provide a great place to keep a running medical history for each patient.

	To create several patients with similar information, create one patient and then duplicate that patient. You can then edit the duplicated patient to alter the necessary details.

Insurance

You can track the pertinent details for each of your family's insurance policies. For quick reference, keep your policy number, prescription co-pay, and service co-pay information for each policy.

	When a policy expires, be sure to set the status of the policy to Expired. This allows you to quickly see which policies are effective and which have expired from the main screen of PocketRx.

Physicians

You can keep each of your physicians, including doctors, dentists, optometrists, etc. in PocketRx for quick reference. Knowing exactly where to find the contact information for each of your physicians will come in handy. Once you create a physician, you will be able to create prescriptions that were prescribed by that physician.

	If you want to specify the physician that prescribed a given prescription, enter the physician first. The physician will then be listed in the drop down on the prescription screen.

Pharmacies

You can keep each pharmacy that your family uses in PocketRx. Once you create a pharmacy, you will be able to create prescriptions that were filled at that pharmacy.

	Enter the phone number for each pharmacy you commonly use to be sure you have it in case you are away from home and need to call in a prescription.

Prescriptions

The prescriptions section of PocketRx allows you to organize the information about your family's prescriptions and add prescriptions to your calendar. This allows you to have all of your prescriptions organized in a single location. Adding prescriptions to your calendar can help you remember to take or administer prescriptions by displaying them on your Today screen and by allowing you to set prescription reminders.

	After you have finished taking a prescription, set the status of the prescription to Discarded. This allows you to see Active prescriptions at a glance from the main screen of PocketRx.

Prescription Reminders

You can use PocketRx to add prescriptions to your Pocket Outlook calendar and to create reminders for these prescriptions. Once added to your calendar, a prescription will

Have a new icon within PocketRx.
Be displayed on the Today screen in the upcoming appointments section as appropriate.
Be displayed in the appropriate time slots in your Pocket Outlook calendar.
Pop up a reminder when the scheduled time arrives for taking the prescription if the Remind Me box is checked on the prescription screen.

Synchronizing PocketRx Data

After you add prescriptions to your Pocket Outlook calendar, they can be synchronized with the calendar on your desktop computer. All calendar appointments created from PocketRx appear in the category PocketRx. If you synchronize calendar data with your desktop computer, you can choose whether or not to synchronize these appointments. For more information, please consult the documentation provided with Active Sync.

Create a New Item

New Items of all types can be created by choosing the appropriate option from the New menu on the main screen of PocketRx. For example, the following steps will create a new prescription in PocketRx:

From the main screen, choose New > Prescription.
A new prescription item is created and opened for editing.

	You can also create a new item by using tap and hold on items in the tree view of the main screen.

Edit an Existing Item

Items of all types can be edited using the following steps:

Select the item in the main tree view.
Choose Edit > Edit from the main menu.
The item opens for editing.

	You can also edit an item by selecting it from the main tree view and then selecting the Edit option from the tap and hold menu.

Enter Information

You can enter information for PocketRx items as follows:

Open the item by creating a new item or editing an existing item.
Tap the field you wish to modify.
Select the appropriate value from the drop down or enter information using the input panel.
After entering all desired information, tap OK.

	If the value you want does not appear in a drop down, look for "..." in the drop down. For some fields, this will allow you to enter an item not already in the list. If that option is not available, see the Configure Lists topic.

Duplicate an Item

Items of all types can be duplicated using the following steps:

Select the item in the main tree view.
Choose Edit > Duplicate from the main menu.
The item is duplicated and given the name "Copy of ...".
The new item can now be edited.

	You can also duplicate an item by selecting it from the main tree view and then selecting the Duplicate option from the tap and hold menu.

Delete an Item

Items of all types can be deleted using the following steps:

Select the item in the main tree view.
Choose Edit > Delete from the main menu.
If you are prompted to confirm the deletion, click OK
The item is deleted.

	By default, PocketRx will warn you before deleting an item or removing a prescription from your calendar. If you prefer, you can configure PocketRx not to warn you when deleting an item under the Tools > Options item on the main menu.

Add Prescriptions to Calendar

You can use PocketRx to add a prescription to your calendar in Pocket Outlook. This can help you remember to take your prescription on time. Information on the Directions tab tells PocketRx how to schedule the prescription in your calendar. The following steps allow you to add a prescription to your calendar:

Create a new prescription or open an existing prescription.
On the prescription screen, tap the Directions tab.
Enter information for each of the appropriate fields on the directions tab.
Tap the Add to Calendar toolbar button.

Before adding prescriptions to your calendar you may want to review the following topics:

	Prescriptions can be added to your calendar with or without reminders. Prescriptions with reminders will automatically pop up a reminder on your device when the scheduled time arrives. If you prefer to add the prescription to your calendar without a reminder, simply uncheck the Remind Me box.

Editing a Scheduled Prescription

Using PocketRx

You can use PocketRx to edit a prescription that has been scheduled (added to the Pocket Outlook calendar). Editing a scheduled prescription works the same as editing a prescription that is not scheduled. PocketRx will update the prescription in the Pocket Outlook calendar as you update the prescription in PocketRx. By default, PocketRx will prompt you if it needs to remove the prescription from your Calendar and recreate it. You can disable this prompt under the Tools > Options item on the main menu.

Using Pocket Outlook

Although not recommended, you can edit the prescription calendar items that PocketRx creates using Pocket Outlook. However, any changes you make within Pocket Outlook will not be reflected in PocketRx. In addition, any changes you make within Pocket Outlook will be lost if the prescription is removed from your calendar using PocketRx.

If you have added a prescription to your calendar and need to alter several fields that determine the prescription schedule, remove the prescription from your calendar using the Remove from Calendar toolbar button, make the needed changes, and then add the prescription back to your calendar. This will allow you to make changes to the schedule without being warned multiple times about the recreation of the calendar item.

Remove Prescriptions from Calendar

After you have added prescriptions to the Pocket Outlook calendar, you can use PocketRx to remove them. To remove a prescription from the calendar, use the following steps:

Open the prescription.
Tap the Remove from Calendar toolbar button.
If prompted, confirm that wish to remove the prescription from the calendar.

	By default, PocketRx will prompt you before removing a prescription from you calendar. If you prefer not to be prompted, you can disable this prompt under Tools > Options on the main menu.

About Prescription Schedules

When adding a prescription to the Pocket Outlook calendar, PocketRx creates a schedule for the prescription. This schedule is based on the information you provide on the Directions tab of the prescription screen. This page describes how the values you provide are used in creating the prescription schedule.

Start On. PocketRx uses this field as the start date and time for the prescription. This date and time will become the first occurrence on the schedule.
How Often? PocketRx uses the information from this section to determine how often to schedule occurrences of this prescription. The options include
- X times per day
- Every X hours, days, weeks, months
If you select X times per day or Every X hours, PocketRx will automatically create a daily schedule for the prescription that spaces the occurrences evenly throughout the day based on the Start On time, the From, and the To fields.
For How Long? PocketRx Uses the information in this section to determine when the prescription schedule ends. The options include:
- For X days, weeks, months, years, or doses
- Until a specific date
- Always
If you choose the always option, the schedule for the prescription will not have an end date. If you select one of the other options, the resulting end date must be less than 999 days after the Start On date. If you select a date past this point, you will receive an error when you attempt to schedule the prescription.
Remind Me. If you select this option, the appointment(s) added to your calendar for this prescription will include a reminder. A reminder will then pop up on your device when the scheduled time arrives.
From/To.This option allows you to set a starting and ending time during the day between which PocketRx should schedule your prescriptions. This helps to make sure that your prescriptions are scheduled during your normal waking hours. Note that this option will only have an effect on the schedule if you select X times per day or Every X hours in the How Often? field.

	If you select X times per day or Every X hours in the How Often? field, the Start On time that you provide will be used on the first day. After the first day, the scheduled times will be based on the option you selected and the From/To.

Prescription Schedule Fields

When adding a prescription to the Pocket Outlook calendar, PocketRx includes some of the information that you provide in the each appointment. This page describes the information that is included in each prescription occurrence in the calendar.

Subject
The following fields appear in the subject of the appointment:

Prescription
Take Amount
Take Unit
Patient

Notes
The prescription notes appear in the notes of the appointment.

Example
A prescription named "My Pills" with a Take Amount of 2, a Take Unit of "tablet(s)", and a Patient of "Tom Jones" would have the following subject: "Take My Pills: 2 tablet(s): (Tom Jones)".

	If you sometimes take a prescription without having the original bottle, enter the warnings in the prescription notes. Once the prescription is scheduled these notes will appear in your calendar.

Cut, Copy, Paste, Undo

When entering information in PocketRx, it may be useful to use the Cut, Copy, Paste, or Undo buttons on the toolbar. These buttons are available from most screens where the Input Panel is used to enter information.

	Copy. The copy button allows you to place text onto the clipboard.
	Cut. The cut button allows you to cut text from a field and place it onto the clipboard.
	Paste. The paste button allows you place text from the clipboard into the current field.
	Undo. When available, the undo button allows you to undo typing, cutting, or pasting performed in the current field.

	If you have information in another application that you would like to move into PocketRx, using Copy and Paste can help you move the information more quickly.

Configure Options

The Options screen allows you to configure PocketRx according to your preferences. The following options are available:

Description.
The description appears as the root node of the tree view on the main screen of PocketRx.

Display Options. The display options allow you to configure the appearance of PocketRx.

Logo. The logo option shows and hides the Nickellie logo on the main screen of PocketRx.
Status Bar the status bar option shows and hides the status bar at the top of the Patient, Insurance, Physician, Pharmacy, and Prescription screens.

Prompt Before. The prompt before options tell PocketRx whether or not to warn you before items are deleted.

Deleting PocketRx Items. This option refers to the deletion of Patient, Insurance, Physician, Pharmacy, or Prescription entries from the main screen of PocketRx. When this option is selected, PocketRx will prompt you to confirm deletion of these items.
Recreating Pocket Outlook Items When you edit the scheduling fields for a prescription that has been added to your calendar, PocketRx may need to remove and recreate the prescription appointment(s) in the Pocket Outlook calendar. When this option is selected, PocketRx will prompt you to confirm these actions.
Deleting Pocket Outlook Items When you tap the Remove from Calendar toolbar button or when you delete a prescription, PocketRx will remove the prescription from your calendar. When this option is selected, PocketRx will prompt you to confirm these actions.

	Before disabling any of the Prompt Before options, be sure you are comfortable with the use of PocketRx. Leaving these options enabled can help you guard against accidental deletion of an item.

Configure Lists

Using the Tools > Policy Types and the Tools > Unit Names menu options, you can configure two types of lists used in PocketRx.

Lists

Policy Types. The policy types list allows you to add or delete insurance policy types for use on the insurance screen.

Unit Names. The unit names list allows you to add or delete unit names used on the directions tab of the prescription screen. For example, one of the default unit names is "tablet(s)".

Editing Lists

Add. To add an item to the list, enter the new item into the text box and tap Add.

Delete. To remove an item from the list, select the item and tap Delete.

Register PocketRx

To continue using PocketRx after the trial period expires, you will need to register PocketRx by purchasing a license from Nickellie. You can use the following steps to register your copy of PocketRx:

Visit our website at www.nickellie.com/pocketrx.asp and follow the directions to purchase your PocketRx license.
After purchasing the license, you will receive a Product Key.
Open the Tools > Registration screen from the main menu of PocketRx.
Enter your Email address and Product Key.
Tap the Register button.

	Be sure to enter your Email Address exactly as you provide it to Nickellie and your Product Key exactly as Nickellie provides it.

See Also
About PocketRx
Get Support

Get Support

If you need additional assistance using PocketRx, please visit the Nickellie website or contact us via email.

Contact Information
http://www.nickellie.com/pocketrx.asp
custservice@nickellie.com.

	Be sure to check the Nickellie website for news on the latest updates to PocketRx.

See Also
About PocketRx
Register PocketRx