WO2016007183A1 - Management of pharmacy kits using multiple acceptance criteria for pharmacy kit segments - Google Patents

Management of pharmacy kits using multiple acceptance criteria for pharmacy kit segments Download PDF

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Publication number
WO2016007183A1
WO2016007183A1 PCT/US2014/053837 US2014053837W WO2016007183A1 WO 2016007183 A1 WO2016007183 A1 WO 2016007183A1 US 2014053837 W US2014053837 W US 2014053837W WO 2016007183 A1 WO2016007183 A1 WO 2016007183A1
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WO
WIPO (PCT)
Prior art keywords
kit
segment
pharmacy
stock
satisfactorily
Prior art date
Application number
PCT/US2014/053837
Other languages
French (fr)
Inventor
Kevin William MACDONALD
David Mario PEDRA
Timothy James Leo KRESS-SPATZ
Christian Doyle
Eric Brody
Original Assignee
Kit Check, Inc.
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Kit Check, Inc. filed Critical Kit Check, Inc.
Publication of WO2016007183A1 publication Critical patent/WO2016007183A1/en

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Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/08Logistics, e.g. warehousing, loading or distribution; Inventory or stock management
    • G06Q10/087Inventory or stock management, e.g. order filling, procurement or balancing against orders
    • G06Q10/0875Itemisation or classification of parts, supplies or services, e.g. bill of materials
    • GPHYSICS
    • G16INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR SPECIFIC APPLICATION FIELDS
    • G16HHEALTHCARE INFORMATICS, i.e. INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR THE HANDLING OR PROCESSING OF MEDICAL OR HEALTHCARE DATA
    • G16H20/00ICT specially adapted for therapies or health-improving plans, e.g. for handling prescriptions, for steering therapy or for monitoring patient compliance
    • G16H20/10ICT specially adapted for therapies or health-improving plans, e.g. for handling prescriptions, for steering therapy or for monitoring patient compliance relating to drugs or medications, e.g. for ensuring correct administration to patients
    • GPHYSICS
    • G16INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR SPECIFIC APPLICATION FIELDS
    • G16HHEALTHCARE INFORMATICS, i.e. INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR THE HANDLING OR PROCESSING OF MEDICAL OR HEALTHCARE DATA
    • G16H40/00ICT specially adapted for the management or administration of healthcare resources or facilities; ICT specially adapted for the management or operation of medical equipment or devices
    • G16H40/20ICT specially adapted for the management or administration of healthcare resources or facilities; ICT specially adapted for the management or operation of medical equipment or devices for the management or administration of healthcare resources or facilities, e.g. managing hospital staff or surgery rooms

Definitions

  • a pharmacy kit can be used, for instance, to provide a group of items for a specific medical procedure, a particular physician, or a designated location of a hospital.
  • a pharmacy kit can be used to aggregate and transport a collection of medicines for treating a patient with a specific type of stroke, heart condition, or other ailment.
  • a pharmacy kit typically comprises a group of items specified by a template.
  • the template may specify that the kit requires three vials of adenosine, two containers of albuterol solution, two vials of amiodarone, and so on.
  • the template may also specify ways in which individual items may be satisfied. For example, it may specify that the vials of adenosine may be satisfied by certain product brands.
  • Pharmacy kits are usually stocked by a hospital pharmacy, but they may be stocked by another entity, such as an outsourced kit stocking company.
  • a kit is typically created by receiving specified items in a pharmacy, manually recording (e.g., on paper and/or electronic records) their product identifiers (e.g., National Drug Code (NDC) or Universal Product Code (UPC)), lot numbers, and expiration dates, and then loading the items into a container, such as a box, tray, or canister.
  • product identifiers e.g., National Drug Code (NDC) or Universal Product Code (UPC)
  • a method of managing a pharmacy kit comprises determining whether a kit stocking contingency has occurred with respect to a segment of the pharmacy kit, as a consequence of determining that the kit stocking contingency has not occurred, determining whether the segment has been satisfactorily stocked according to a first acceptance criterion, and as a consequence of determining that the kit stocking contingency has occurred, determining whether the segment has been satisfactorily stocked according to a second acceptance criterion different from the first acceptance criterion.
  • a method of managing a pharmacy kit using an electronic information processing system comprises defining, in the electronic information processing system, multiple rules for determining whether a segment of a pharmacy kit is satisfactorily stocked, selecting, by the electronic information processing system, at least one rule among the multiple rules according to a kit stocking contingency, and prompting, by the electronic information processing system, a user to stock the segment of the pharmacy kit according to the selected at least one rule.
  • FIG. 1 is a block diagram of a system for managing pharmacy kits according to an embodiment of the inventive concept.
  • FIG. 2 is a flowchart illustrating a method of managing pharmacy kits according to an embodiment of the inventive concept.
  • FIG. 3 is a flowchart illustrating a method of managing pharmacy kits according to another embodiment of the inventive concept.
  • FIG. 4 shows an interface for adding a fill option to a segment of a pharmacy kit according to an embodiment of the inventive concept.
  • FIG. 5 shows an interface for modifying fill options for a segment of a pharmacy kit according to an embodiment of the inventive concept.
  • FIG. 6 shows an interface for adding, removing, or modifying fill options for a segment of a pharmacy kit according to an embodiment of the inventive concept.
  • FIG. 7 shows an interface indicating that an alternate fill option has been used to stock a segment of a pharmacy kit, according to an embodiment of the inventive concept.
  • FIG. 8 shows an interface with icons indicating that alternate fill options exist for certain segments of a pharmacy kit, according to an embodiment of the inventive concept.
  • FIG. 9 shows an interface identifying the contents of a segment of a pharmacy kit, together with an indication that alternate fill options were used to stock the segment, according to an embodiment of the inventive concept.
  • FIG. 10 shows an interface displaying exceptions in a kit with an icon to indicate that missing items can be restocked to match one of multiple rules for a segment, according to an embodiment of the inventive concept.
  • the described embodiments relate generally to the management of pharmacy kits.
  • a pharmacy kit is managed using multiple acceptance criteria for at least one pharmacy kit segment.
  • the use of multiple acceptance criteria means that a designated segment may be deemed to be satisfactorily stocked with different types, quantities, or concentrations of pharmacy items under different circumstances. For example, if there is a shortage of a pharmacy item typically used to stock the designated segment, one or more different pharmacy items may be accepted as alternatives during the shortage.
  • the described embodiments may facilitate the use of multiple acceptance criteria by providing an information processing system that allows users to define different rules for determining automatically whether a segment is successfully stocked under different
  • Such a definition may include one or more types of items and be associated with one or more operators to suggest how multiple types of items interact with each other. For example, if a designated segment of a pharmacy kit requires three vials of propofol at 20ml each (e.g., a "first acceptance criterion"), but there was a shortage for that package size, a user could define a rule allowing two 50ml packages (e.g., a "second acceptance criterion") or two 30ml packages (e.g., a "third acceptance criterion”) as alternative ways of stocking the kit. As another example, an alternate concentration or drug may be used where an alternate size is not available. In that situation, rules may be set to determine which alternate drug or drug combinations would satisfy the requirements of the kit. For instance, if there is no calcium chloride, calcium gluconate may be substituted.
  • the described embodiments may also allow these rules to be ranked in order of preference to avoid ambiguity of items in a pharmacy kit matching multiple rules at the same time.
  • a pharmacy manager may define preferred rules that cause a system to prompt a user to stock a pharmacy kit in a suggested way.
  • Such rules may be stored in a way that allows a user to query an amount of time that a secondary or tertiary rule is in effect for a particular segment. This information can further be used to suggest optimizations for a pharmacy kit template.
  • the described embodiments may also be used to generate various types of reports related to the management of pharmacy kits using multiple acceptance criteria.
  • one type of report may identify the most commonly used medications for particular kit segments, enabling a manager greater visibility into medication ordering based on what actually makes it into circulation.
  • Another type of report may provide a history of changes made to kit templates, informing a pharmacy of volatility of certain templates and medication stock. Such a report may KIT.0007C be helpful for many management and operational activities such as ordering drug inventory, for instance.
  • Yet another type of report may be an inventory list (or "charge sheet") with specific billing codes. Such a report may show one of several billing codes for a segment depending on which acceptance criterion or stocking rule was used to stock the segment.
  • a system may also suggest a pharmacy kit configuration based on available inventory. For example, if a pharmacy kit allows for two different sizes of the same medication in a segment, and one size is on shortage, the system could guide a user to increase the medication in the segment based on the size that is not on shortage.
  • FIG. 1 is a block diagram of a system for managing pharmacy kits according to an embodiment of the inventive concept.
  • system 100 comprises an information processing system 115 and an RFID reading station 110.
  • System 100 is configured to automatically read and process information from a pharmacy kit 105. This allows relatively efficient monitoring and updating of the kit's contents.
  • RFID reading station 110 comprises an RFID reader configured to read RFID tags located on kit 105.
  • the RFID reader interrogates RFID tags associated with respective items in kit 105, and it also interrogates any RFID tag associated with kit 105.
  • the RFID reader receives information identifying each tag, and it conveys the information to information processing system 115.
  • information processing system 115 Based on the tag information, information processing system 115 identifies kit 105 and the items present. This can be accomplished, for instance, by relating the tag information to item or kit information stored in a computer database.
  • kit and items may process corresponding information in various ways, for example, by displaying it to a user, generating reports indicating missing or expired items, performing patient billing procedures based on any consumed items, or merely storing it for subsequent analysis.
  • kit KIT.0007C and item information is managed as a list. For example, it can be stored and accessed in the form of a list in a computer database or other storage medium.
  • the template of a kit defines items that are required to be placed in the kit.
  • the template typically defines a plurality of item segments (or "segments") to be included in the kit, where each item segment corresponds to a class or type of items and/or additional segments to be included in specific quantities.
  • an item segment may define a specific class of medications, such as ibuprofen, acetaminophen, adenosine, or albuterol. Where a segment includes one or more additional segments, the template is considered to have multiple segment "levels".
  • a template can have an arbitrary number of segment levels.
  • An example of a template having multiple segment levels would be one containing a segment "analgesic", with the item “morphine” and a sub-segment “ibuprofen” containing items "Advil” and “Generic”.
  • a segment of a kit is deemed to be satisfactorily stocked if the kit includes all of the items specified by at least one acceptance criterion associated with that segment.
  • the term "acceptance criterion” here denotes a set of one or more rules that determines items that can be accepted (or required) as fulfilling the requirements for a particular segment under specified circumstances. For instance, one rule may define a "first acceptance criterion” that accepts a first type of medication to stock the segment under normal circumstances, and another rule may define a "second acceptance criterion” that accepts a second type of medication to be stocked in the segment where there is a shortage of the first type of medication.
  • kits stocking contingencies A shortage of items is one common example of a kit stocking contingency, but other contingencies are possible.
  • System 100 may occasionally aggregate last known status information for each kit that has been read, and it may then determine whether any action is required to resolve expiration issues, missing item issues, or extra item issues in all of the kits in a hospital or other facility.
  • KIT.0007C KIT.0007C
  • actions can be performed, for example, on a periodic basis, in response to particular events, or in response to a user request.
  • system 100 may also store a virtual history for each kit.
  • a virtual history may include, for example, a record of each transaction involving the kit since the time it was tagged. Such transactions may include, for example, scans, database queries, updates such as restocking or removal of items, the occurrence of kit stocking contingencies and the use of alternative acceptance criteria when stocking segments, and so on.
  • the virtual history may be maintained by information processing system 115, for example, and it may be output in the form of a report in response to a user request.
  • the virtual history may be used to gather data or statistics that may be useful for planning future tasks such as kit updates, item restocking, and so on.
  • Kit 105 can be associated to a location or responsible person, such as a physician. This association can then be stored in system 100, and it can be used to quickly determine the location of kit 105 after deployment. The location of kit 105 can also be determined and/or updated by associating its RFID tag with a real time location system. In addition, kit 105 may be associated with a patient identifier or billing identifier and any missing items may be marked as being consumed by that billing or patient identifier. Such billing information may be stored either in system 100, in a separate system or in both system 100 and a separate system. System 100 may retrieve or update some or all of the billing information when a kit is read and items may or may not be consumed.
  • FIG. 2 is a flowchart illustrating a method of managing pharmacy kits according to an embodiment of the inventive concept. The method of FIG. 2 is typically used to verify that a kit has been successfully stocked.
  • the method comprises determining whether a kit stocking
  • the kit stocking contingency may be, for instance, a shortage of at least one pharmacy item corresponding to the first acceptance criterion.
  • a shortage may occur where there is inadequate supply of the at least one pharmacy item to meet current needs or expected needs of a medical facility served by a pharmacy.
  • Determining that a kit stocking contingency has occurred may comprise, for instance, receiving a shortage notification for the at least one pharmacy item corresponding to KIT.0007C the first acceptance criterion. Alternatively, it may comprise examining an inventory level and detecting a shortage where the inventory level falls below a defined threshold.
  • a first acceptance criterion S210. This can be accomplished, for instance, by evaluating kit related information captured by a system such as that illustrated in FIG. 1. The evaluation may include, e.g., comparing the information with a list of required pharmacy items specified by a template under the first acceptance criterion, or comparing the information against one or more rules defined according to the first acceptance criterion.
  • a kit stocking contingency arises, the method may use a different criterion to determine whether the segment is satisfactorily stocked.
  • the second or third criterion may be selected according to a user preference (or hierarchical ranking), which may be defined within a particular implementation of the method.
  • the first through third acceptance criteria may specify, for instance, different types, sizes, or concentrations of items (e.g., medications) that can be used to stock the segment.
  • the different types of items may also be associated with different operators (e.g., different authorized professionals), such that where a kit is being stocked by one type of operator, the first through third acceptance criteria may be satisfied by a first type of pharmacy item, and where the kit is being stocked by another type of operator, the first through third acceptance criteria may be satisfied by a second type of pharmacy item different from the first type of pharmacy item.
  • the method may further comprise determining whether an additional kit stocking contingency has occurred, and as a consequence of determining that the additional kit stocking contingency has occurred, determining whether the segment of the pharmacy kit has been satisfactorily stocked according to one or more additional acceptance criterion different from the first and acceptance criteria.
  • the method may be extended to use not only secondary acceptance criteria, but also tertiary acceptance criteria, and so on.
  • those additional acceptance KIT.0007C criterion can be ranked in order of user preference.
  • those rankings may differ according to the user who is performing a stocking or kit checking procedure.
  • the method may still further comprise operations allowing a user to define the rules for determining whether a segment is satisfactory stocked.
  • the method may comprise receiving a user input to define one or more such rules for the first criterion or the second criterion.
  • FIG. 3 is a flowchart illustrating a method of managing pharmacy kits according to another embodiment of the inventive concept. The method of FIG. 3 is typically used to ensure proper stocking of a pharmacy kit.
  • the method comprises defining, in an electronic information processing system (e.g., system 100), multiple rules for determining whether a segment of a pharmacy kit is satisfactorily stocked (S305).
  • an electronic information processing system e.g., system 100
  • multiple rules for determining whether a segment of a pharmacy kit is satisfactorily stocked S305.
  • one rule may require that the segment be stocked with a first type, size, quantity, or concentration of a medical item when there is no shortage of that item, and another rule may require that the segment be stocked with something other than the first type, size, quantity, or concentration where there is a shortage.
  • the method further comprises selecting, by the electronic information processing system, at least one rule among the multiple rules according to a kit stocking contingency (S310).
  • This selection is typically performed automatically when there is a shortage or other kit stocking contingency. It may be initiated, for instance, in response to reception of an automated shortage notification, in response to user input indicating a shortage, or in response to an inventory level falling below a defined threshold. Additionally, the multiple rules may be ranked in order of user preference and selected according to the ranking.
  • the method still further comprises prompting, by the electronic information processing system, a user to stock the segment of the pharmacy kit according to the selected at least one rule.
  • the system may display an interface instructing the user to stock the segment with a particular type, size, concentration, or quantity of a pharmacy item.
  • the system may then allow the user to rescan the kit to confirm proper stocking of the segment.
  • the methods of FIGS. 2 and 3 may each further comprise generating various types of reports or otherwise providing information to a user based on the use of alternative acceptance criteria or rules.
  • the reports or other information may be generated or provided either
  • system 100 may receive a query from KIT.0007C a user requesting an amount of time for which a selected rule is to be in effect and then display the requested amount of time to the user.
  • This information may be a useful indicator of the duration of an item shortage, for instance.
  • the method may generate a report indicating relative quantities of pharmacy items used to stock the segment according to the multiple rules, a report indicating a history of changes made to a template of the pharmacy kit, or a charge sheet comprising billing information for pharmaceutical items corresponding to the selected at least one rule.
  • FIGS. 4 through 10 show various examples of interfaces that may be used to present and/or receive information from a user during the methods described above with reference to FIGS. 2 and 3. Such interfaces may be used in conjunction with a system such as that illustrated in FIG. 1, for example.
  • FIG. 4 shows an interface 400 for adding a fill option to a segment of a pharmacy kit according to an embodiment of the inventive concept.
  • a fill option specifies one or more pharmacy items that can be used to satisfactorily stock the segment under designated
  • interface 400 comprises fields allowing a user to enter information identifying a formulary item, including an NDC, manufacturer, item name, strength, and package size. It further comprises a field allowing the user to enter a segment that may be filled by the formulary item, and a field allowing the user to designate a rule for using the formulary item within the segment, namely a rule designating the formulary item as a "preferred fill option" or as an "alternate fill option".
  • the preferred fill option status may be used, for instance, where the designated formulary item is to be included in a kit under default circumstances, and the alternate fill option status may be used, for instance, where the designated formulary item is to be included in a kit because of a shortage.
  • FIG. 5 shows an interface 500 for modifying fill options for a segment of a pharmacy kit according to an embodiment of the inventive concept.
  • interface 500 comprises fields allowing a user to add or remove fill options to a segment, to specify the quantity associated with a fill option, or to set a billing code for a fill option.
  • a user has searched for possible new fill options by entering the search term "epi" into a search field.
  • the interface has displayed various KIT.0007C search results that include the entered term.
  • a user can include any of those search results as a fill option by clicking on "+ Add”.
  • three fill options have already been added to the segment. Any of those fill options can be removed by clicking on "x Remove”.
  • one of those options has been selected, as indicated by shading.
  • the quantity and billing code at the top of interface 500 correspond to the selected fill option.
  • FIG. 6 shows an interface 600 for adding, removing, or modifying fill options for a segment of a pharmacy kit according to an embodiment of the inventive concept.
  • interface 600 shows a segment that belongs to a general operating room (OR) kit.
  • the segment is specified by entering or selecting a segment name in a field near the top of interface 600.
  • the segment has two preferred fill options and three alternate fill options.
  • the preferred and alternate fill options can be added, removed, or modified by clicking on appropriate portions of interface 600.
  • the entire segment can be deleted by clicking "Delete Segment" at the bottom of interface.
  • FIG. 7 shows an interface 700 indicating that an alternate fill option has been used to stock a segment of a pharmacy kit, according to an embodiment of the inventive concept.
  • interface 700 shows a partial summary of items included in various segments of a kit that has been scanned.
  • an icon indicates that a non-preferred fill option was used to stock the kit. This may indicate, for example, that the preferred fill option was on shortage.
  • FIG. 8 shows an interface 800 with icons indicating that alternate fill options exist for certain segments of a pharmacy kit, according to an embodiment of the inventive concept.
  • interface 800 comprises a field that allows a user to select a kit master, which specifies the segments and corresponding items for a kit.
  • the selected kit master is for an "Anesthesia C-section Tray" kit.
  • Interface 800 further comprises a field displaying each of the segments of the selected kit master, with icons next to segments having multiple fill options. For instance, an icon to the left of the name label on a segment "Diphenhydramine 50 mg/ml vial" indicates that there is more than one fill option for this segment.
  • interface 800 displays the name of a primary fill option, and it also provides an option to hide or show alternative fill options for the segments with multiple fill options. KIT.0007C
  • FIG. 9 shows an interface 900 identifying the contents of a segment of a pharmacy kit, together with an indication that alternate fill options were used to stock the segment, according to an embodiment of the inventive concept.
  • interface 900 may be displayed to a user after the kit is scanned. It contains an icon below the segment name "Amiodarone inj 150 mg/3 ml" to indicate that at least one of the scanned items matches a non-preferred fill option for this segment.
  • FIG. 10 shows an interface 1000 displaying exceptions in a kit with an icon to indicate that missing items can be restocked to match one of multiple rules for a segment, according to an embodiment of the inventive concept.
  • interface 1000 may be displayed after a kit is scanned. It displays exceptions in the scanned kit, which are features or occurrences that are deemed to require user notification.
  • the exceptions include items that will expire soon, missing items, extra items, and wrong items.
  • interface 1000 includes an icon indicating that multiple fill options are available. It also includes an indication of an expected quantity of those items (e.g., an amount that may be needed to fill expected demand), an actual quantity of those items in inventory, and a shortage, which is defined as a difference between the expected and actual quantities.
  • This information may assist a user in taking appropriate action, such as either stocking the missing items using a primary fill option in the event that there is adequate supply, or stocking the missing items using an alternate fill option in the event that there is a shortage.
  • embodiments of the inventive concept provide various systems and methods for managing pharmacy kits using multiple acceptance criteria for pharmacy kit segments. These and other embodiments may potentially improve the efficiency and accuracy of kit stocking procedures, kit verification procedures, and related reporting procedures, among other things.

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Abstract

A pharmacy kit is managed by defining multiple rules for determining whether a segment of a pharmacy kit is satisfactorily stocked, selecting at least one rule among the multiple rules according to a kit stocking contingency, an prompting a user to stock the segment of the pharmacy kit according to the selected at least one rule.

Description

MANAGEMENT OF PHARMACY KITS USING ACCEPTANCE CRITERIA
CROSS-REFERENCE TO RELATED APPLICATIONS
[0001] This application is a continuation application of U.S. Patent Application No. 14/469,524 filed August 26, 2014, which is a is a continuation-in-part of U.S. Patent Application No.
13/554,342 filed July 20, 2012 and published as U.S. Patent Application Publication No.
2013/0035950, the subject matter of which is hereby incorporated by reference. This application also claims priority to U.S. Provisional Application No. 62/021,927 filed on July 18, 2014, the subject matter of which is hereby incorporated by reference.
BACKGROUND
[0002] Hospital pharmacies often manage groups of medical items in the form of pharmacy kits. A pharmacy kit can be used, for instance, to provide a group of items for a specific medical procedure, a particular physician, or a designated location of a hospital. As an example, a pharmacy kit can be used to aggregate and transport a collection of medicines for treating a patient with a specific type of stroke, heart condition, or other ailment.
[0003] A pharmacy kit (or "kit") typically comprises a group of items specified by a template. For example, the template may specify that the kit requires three vials of adenosine, two containers of albuterol solution, two vials of amiodarone, and so on. The template may also specify ways in which individual items may be satisfied. For example, it may specify that the vials of adenosine may be satisfied by certain product brands. Pharmacy kits are usually stocked by a hospital pharmacy, but they may be stocked by another entity, such as an outsourced kit stocking company.
[0004] A kit is typically created by receiving specified items in a pharmacy, manually recording (e.g., on paper and/or electronic records) their product identifiers (e.g., National Drug Code (NDC) or Universal Product Code (UPC)), lot numbers, and expiration dates, and then loading the items into a container, such as a box, tray, or canister. During the kit's lifetime, it may be updated periodically to replace expired or consumed items. These updates are typically performed by inspecting the kit, comparing it to a corresponding template, modifying kit contents as required, and then manually recording any changes. KIT.0007C
[0005] One challenge that may complicate the management of pharmacy kits is the rise of medication shortages across the country. From normal saline to propofol, any particular item can go into shortage almost inexplicably. As a result, hospitals are often forced to use different sizes or concentrations than what they normally stock or administer. This, unfortunately, may prevent accurate inventory monitoring and disrupt current processes of kit management.
[0006] Due to the above and other shortcomings of conventional approaches, there is a general need for improved techniques and technologies for managing pharmacy kits in the face of inventory shortages.
SUMMARY
[0007] In one embodiment of the inventive concept, a method of managing a pharmacy kit comprises determining whether a kit stocking contingency has occurred with respect to a segment of the pharmacy kit, as a consequence of determining that the kit stocking contingency has not occurred, determining whether the segment has been satisfactorily stocked according to a first acceptance criterion, and as a consequence of determining that the kit stocking contingency has occurred, determining whether the segment has been satisfactorily stocked according to a second acceptance criterion different from the first acceptance criterion.
[0008] In another embodiment of the inventive concept, a method of managing a pharmacy kit using an electronic information processing system comprises defining, in the electronic information processing system, multiple rules for determining whether a segment of a pharmacy kit is satisfactorily stocked, selecting, by the electronic information processing system, at least one rule among the multiple rules according to a kit stocking contingency, and prompting, by the electronic information processing system, a user to stock the segment of the pharmacy kit according to the selected at least one rule.
BRIEF DESCRIPTION OF THE DRAWINGS
[0009] The drawings illustrate selected embodiments of the inventive concept. In the drawings, like reference labels denote like features.
[0010] FIG. 1 is a block diagram of a system for managing pharmacy kits according to an embodiment of the inventive concept. KIT.0007C
[0011] FIG. 2 is a flowchart illustrating a method of managing pharmacy kits according to an embodiment of the inventive concept.
[0012] FIG. 3 is a flowchart illustrating a method of managing pharmacy kits according to another embodiment of the inventive concept.
[0013] FIG. 4 shows an interface for adding a fill option to a segment of a pharmacy kit according to an embodiment of the inventive concept.
[0014] FIG. 5 shows an interface for modifying fill options for a segment of a pharmacy kit according to an embodiment of the inventive concept.
[0015] FIG. 6 shows an interface for adding, removing, or modifying fill options for a segment of a pharmacy kit according to an embodiment of the inventive concept.
[0016] FIG. 7 shows an interface indicating that an alternate fill option has been used to stock a segment of a pharmacy kit, according to an embodiment of the inventive concept.
[0017] FIG. 8 shows an interface with icons indicating that alternate fill options exist for certain segments of a pharmacy kit, according to an embodiment of the inventive concept.
[0018] FIG. 9 shows an interface identifying the contents of a segment of a pharmacy kit, together with an indication that alternate fill options were used to stock the segment, according to an embodiment of the inventive concept.
[0019] FIG. 10 shows an interface displaying exceptions in a kit with an icon to indicate that missing items can be restocked to match one of multiple rules for a segment, according to an embodiment of the inventive concept.
DETAILED DESCRIPTION
[0020] Embodiments of the inventive concept are described below with reference to the accompanying drawings. These embodiments are presented as teaching examples and are not to be construed as limiting the scope of the inventive concept.
[0021] The described embodiments relate generally to the management of pharmacy kits.
Certain details of pharmacy kits and related methods of management are described in U.S. Patent Application No. 13/554,342 filed July 20, 2012, published as U.S. Patent Application Publication No. 2013/0035950, and U.S. Patent Application No. 14/126,419 filed December 14, 2013, the respective disclosures of which are hereby incorporated by reference. KIT.0007C
[0022] In certain embodiments described below, a pharmacy kit is managed using multiple acceptance criteria for at least one pharmacy kit segment. The use of multiple acceptance criteria means that a designated segment may be deemed to be satisfactorily stocked with different types, quantities, or concentrations of pharmacy items under different circumstances. For example, if there is a shortage of a pharmacy item typically used to stock the designated segment, one or more different pharmacy items may be accepted as alternatives during the shortage.
[0023] The described embodiments may facilitate the use of multiple acceptance criteria by providing an information processing system that allows users to define different rules for determining automatically whether a segment is successfully stocked under different
circumstances. Such a definition may include one or more types of items and be associated with one or more operators to suggest how multiple types of items interact with each other. For example, if a designated segment of a pharmacy kit requires three vials of propofol at 20ml each (e.g., a "first acceptance criterion"), but there was a shortage for that package size, a user could define a rule allowing two 50ml packages (e.g., a "second acceptance criterion") or two 30ml packages (e.g., a "third acceptance criterion") as alternative ways of stocking the kit. As another example, an alternate concentration or drug may be used where an alternate size is not available. In that situation, rules may be set to determine which alternate drug or drug combinations would satisfy the requirements of the kit. For instance, if there is no calcium chloride, calcium gluconate may be substituted.
[0024] The described embodiments may also allow these rules to be ranked in order of preference to avoid ambiguity of items in a pharmacy kit matching multiple rules at the same time. A pharmacy manager may define preferred rules that cause a system to prompt a user to stock a pharmacy kit in a suggested way. Such rules may be stored in a way that allows a user to query an amount of time that a secondary or tertiary rule is in effect for a particular segment. This information can further be used to suggest optimizations for a pharmacy kit template.
[0025] The described embodiments may also be used to generate various types of reports related to the management of pharmacy kits using multiple acceptance criteria. For example, one type of report may identify the most commonly used medications for particular kit segments, enabling a manager greater visibility into medication ordering based on what actually makes it into circulation. Another type of report may provide a history of changes made to kit templates, informing a pharmacy of volatility of certain templates and medication stock. Such a report may KIT.0007C be helpful for many management and operational activities such as ordering drug inventory, for instance. Yet another type of report may be an inventory list (or "charge sheet") with specific billing codes. Such a report may show one of several billing codes for a segment depending on which acceptance criterion or stocking rule was used to stock the segment.
[0026] In certain embodiments, a system may also suggest a pharmacy kit configuration based on available inventory. For example, if a pharmacy kit allows for two different sizes of the same medication in a segment, and one size is on shortage, the system could guide a user to increase the medication in the segment based on the size that is not on shortage.
[0027] These and other embodiments may provide pharmacy managers with greater flexibly to handle situations related to shortages of pharmacy items, which may in turn increase efficiency in a hospital pharmacy. They may also increase safety by making kit processing more robust in the face of periodic variances in pharmaceutical inventory.
[0028] FIG. 1 is a block diagram of a system for managing pharmacy kits according to an embodiment of the inventive concept.
[0029] Referring to FIG. 1, system 100 comprises an information processing system 115 and an RFID reading station 110. System 100 is configured to automatically read and process information from a pharmacy kit 105. This allows relatively efficient monitoring and updating of the kit's contents.
[0030] RFID reading station 110 comprises an RFID reader configured to read RFID tags located on kit 105. During a typical read operation, the RFID reader interrogates RFID tags associated with respective items in kit 105, and it also interrogates any RFID tag associated with kit 105. As a consequence of the interrogation, the RFID reader receives information identifying each tag, and it conveys the information to information processing system 115. Based on the tag information, information processing system 115 identifies kit 105 and the items present. This can be accomplished, for instance, by relating the tag information to item or kit information stored in a computer database.
[0031] Once the kit and items are identified, information processing system 115 may process corresponding information in various ways, for example, by displaying it to a user, generating reports indicating missing or expired items, performing patient billing procedures based on any consumed items, or merely storing it for subsequent analysis. In certain embodiments, the kit KIT.0007C and item information is managed as a list. For example, it can be stored and accessed in the form of a list in a computer database or other storage medium.
[0032] One of the most common ways of processing information captured from a kit is comparing the captured information with a template of the kit to determine whether the kit is satisfactorily stocked. The template of a kit defines items that are required to be placed in the kit. The template typically defines a plurality of item segments (or "segments") to be included in the kit, where each item segment corresponds to a class or type of items and/or additional segments to be included in specific quantities. For instance, an item segment may define a specific class of medications, such as ibuprofen, acetaminophen, adenosine, or albuterol. Where a segment includes one or more additional segments, the template is considered to have multiple segment "levels". In general, a template can have an arbitrary number of segment levels. An example of a template having multiple segment levels would be one containing a segment "analgesic", with the item "morphine" and a sub-segment "ibuprofen" containing items "Advil" and "Generic".
[0033] A segment of a kit is deemed to be satisfactorily stocked if the kit includes all of the items specified by at least one acceptance criterion associated with that segment. The term "acceptance criterion" here denotes a set of one or more rules that determines items that can be accepted (or required) as fulfilling the requirements for a particular segment under specified circumstances. For instance, one rule may define a "first acceptance criterion" that accepts a first type of medication to stock the segment under normal circumstances, and another rule may define a "second acceptance criterion" that accepts a second type of medication to be stocked in the segment where there is a shortage of the first type of medication. In other words, different rules may govern how a segment can be satisfactorily stocked under normal or shortage conditions. In general, the items that may be used to satisfactorily stock a segment may be, e.g., medications of different types (e.g., brands, formulations, etc.), concentrations, quantities, etc. These items are generally identifiable by distinct NDC or UPC identifiers. Circumstances that trigger the use of a different acceptance criteria are referred to as kit stocking contingencies. A shortage of items is one common example of a kit stocking contingency, but other contingencies are possible.
[0034] System 100 may occasionally aggregate last known status information for each kit that has been read, and it may then determine whether any action is required to resolve expiration issues, missing item issues, or extra item issues in all of the kits in a hospital or other facility. KIT.0007C
These actions can be performed, for example, on a periodic basis, in response to particular events, or in response to a user request.
[0035] In addition to storing current or most recent information regarding kits, system 100 may also store a virtual history for each kit. Such a virtual history may include, for example, a record of each transaction involving the kit since the time it was tagged. Such transactions may include, for example, scans, database queries, updates such as restocking or removal of items, the occurrence of kit stocking contingencies and the use of alternative acceptance criteria when stocking segments, and so on. The virtual history may be maintained by information processing system 115, for example, and it may be output in the form of a report in response to a user request. In addition, the virtual history may be used to gather data or statistics that may be useful for planning future tasks such as kit updates, item restocking, and so on.
[0036] Kit 105 can be associated to a location or responsible person, such as a physician. This association can then be stored in system 100, and it can be used to quickly determine the location of kit 105 after deployment. The location of kit 105 can also be determined and/or updated by associating its RFID tag with a real time location system. In addition, kit 105 may be associated with a patient identifier or billing identifier and any missing items may be marked as being consumed by that billing or patient identifier. Such billing information may be stored either in system 100, in a separate system or in both system 100 and a separate system. System 100 may retrieve or update some or all of the billing information when a kit is read and items may or may not be consumed.
[0037] FIG. 2 is a flowchart illustrating a method of managing pharmacy kits according to an embodiment of the inventive concept. The method of FIG. 2 is typically used to verify that a kit has been successfully stocked.
[0038] Referring to FIG. 2, the method comprises determining whether a kit stocking
contingency has occurred with respect to a segment of the pharmacy kit (S205). The kit stocking contingency may be, for instance, a shortage of at least one pharmacy item corresponding to the first acceptance criterion. In general, a shortage may occur where there is inadequate supply of the at least one pharmacy item to meet current needs or expected needs of a medical facility served by a pharmacy. Determining that a kit stocking contingency has occurred may comprise, for instance, receiving a shortage notification for the at least one pharmacy item corresponding to KIT.0007C the first acceptance criterion. Alternatively, it may comprise examining an inventory level and detecting a shortage where the inventory level falls below a defined threshold.
[0039] The method further comprises, as a consequence of determining that the kit stocking contingency has not occurred (S205=No), determining whether the segment has been
satisfactorily stocked according to a first acceptance criterion (S210). This can be accomplished, for instance, by evaluating kit related information captured by a system such as that illustrated in FIG. 1. The evaluation may include, e.g., comparing the information with a list of required pharmacy items specified by a template under the first acceptance criterion, or comparing the information against one or more rules defined according to the first acceptance criterion.
[0040] The method still further comprises, as a consequence of determining that the kit stocking contingency has occurred (S205=Yes), determining whether the segment has been satisfactorily stocked according to a second or third acceptance criterion different from the first acceptance criterion (S215 or S220). In other words, where a kit stocking contingency arises, the method may use a different criterion to determine whether the segment is satisfactorily stocked. As illustrated by a box labeled "Preference?", the second or third criterion may be selected according to a user preference (or hierarchical ranking), which may be defined within a particular implementation of the method.
[0041] The first through third acceptance criteria may specify, for instance, different types, sizes, or concentrations of items (e.g., medications) that can be used to stock the segment. The different types of items may also be associated with different operators (e.g., different authorized professionals), such that where a kit is being stocked by one type of operator, the first through third acceptance criteria may be satisfied by a first type of pharmacy item, and where the kit is being stocked by another type of operator, the first through third acceptance criteria may be satisfied by a second type of pharmacy item different from the first type of pharmacy item.
[0042] The method may further comprise determining whether an additional kit stocking contingency has occurred, and as a consequence of determining that the additional kit stocking contingency has occurred, determining whether the segment of the pharmacy kit has been satisfactorily stocked according to one or more additional acceptance criterion different from the first and acceptance criteria. In other words, the method may be extended to use not only secondary acceptance criteria, but also tertiary acceptance criteria, and so on. In general, where multiple acceptance criteria are used under different circumstances, those additional acceptance KIT.0007C criterion can be ranked in order of user preference. Moreover, those rankings may differ according to the user who is performing a stocking or kit checking procedure.
[0043] The method may still further comprise operations allowing a user to define the rules for determining whether a segment is satisfactory stocked. For instance, the method may comprise receiving a user input to define one or more such rules for the first criterion or the second criterion.
[0044] FIG. 3 is a flowchart illustrating a method of managing pharmacy kits according to another embodiment of the inventive concept. The method of FIG. 3 is typically used to ensure proper stocking of a pharmacy kit.
[0045] Referring to FIG. 3, the method comprises defining, in an electronic information processing system (e.g., system 100), multiple rules for determining whether a segment of a pharmacy kit is satisfactorily stocked (S305). As an example, one rule may require that the segment be stocked with a first type, size, quantity, or concentration of a medical item when there is no shortage of that item, and another rule may require that the segment be stocked with something other than the first type, size, quantity, or concentration where there is a shortage.
[0046] The method further comprises selecting, by the electronic information processing system, at least one rule among the multiple rules according to a kit stocking contingency (S310). This selection is typically performed automatically when there is a shortage or other kit stocking contingency. It may be initiated, for instance, in response to reception of an automated shortage notification, in response to user input indicating a shortage, or in response to an inventory level falling below a defined threshold. Additionally, the multiple rules may be ranked in order of user preference and selected according to the ranking.
[0047] The method still further comprises prompting, by the electronic information processing system, a user to stock the segment of the pharmacy kit according to the selected at least one rule. (S315). For instance, the system may display an interface instructing the user to stock the segment with a particular type, size, concentration, or quantity of a pharmacy item. The system may then allow the user to rescan the kit to confirm proper stocking of the segment.
[0048] The methods of FIGS. 2 and 3 may each further comprise generating various types of reports or otherwise providing information to a user based on the use of alternative acceptance criteria or rules. The reports or other information may be generated or provided either
automatically or in response to a user query. For instance, system 100 may receive a query from KIT.0007C a user requesting an amount of time for which a selected rule is to be in effect and then display the requested amount of time to the user. This information may be a useful indicator of the duration of an item shortage, for instance. As other examples, the method may generate a report indicating relative quantities of pharmacy items used to stock the segment according to the multiple rules, a report indicating a history of changes made to a template of the pharmacy kit, or a charge sheet comprising billing information for pharmaceutical items corresponding to the selected at least one rule.
[0049] FIGS. 4 through 10 show various examples of interfaces that may be used to present and/or receive information from a user during the methods described above with reference to FIGS. 2 and 3. Such interfaces may be used in conjunction with a system such as that illustrated in FIG. 1, for example.
[0050] FIG. 4 shows an interface 400 for adding a fill option to a segment of a pharmacy kit according to an embodiment of the inventive concept. A fill option specifies one or more pharmacy items that can be used to satisfactorily stock the segment under designated
circumstances. In other words, it corresponds to a rule for stocking the segment with the pharmacy items.
[0051] Referring to FIG. 4, interface 400 comprises fields allowing a user to enter information identifying a formulary item, including an NDC, manufacturer, item name, strength, and package size. It further comprises a field allowing the user to enter a segment that may be filled by the formulary item, and a field allowing the user to designate a rule for using the formulary item within the segment, namely a rule designating the formulary item as a "preferred fill option" or as an "alternate fill option". The preferred fill option status may be used, for instance, where the designated formulary item is to be included in a kit under default circumstances, and the alternate fill option status may be used, for instance, where the designated formulary item is to be included in a kit because of a shortage.
[0052] FIG. 5 shows an interface 500 for modifying fill options for a segment of a pharmacy kit according to an embodiment of the inventive concept.
[0053] Referring to FIG. 5, interface 500 comprises fields allowing a user to add or remove fill options to a segment, to specify the quantity associated with a fill option, or to set a billing code for a fill option. In the illustrated example, a user has searched for possible new fill options by entering the search term "epi" into a search field. As a result, the interface has displayed various KIT.0007C search results that include the entered term. A user can include any of those search results as a fill option by clicking on "+ Add". In the illustrated example, three fill options have already been added to the segment. Any of those fill options can be removed by clicking on "x Remove". Moreover, one of those options has been selected, as indicated by shading. The quantity and billing code at the top of interface 500 correspond to the selected fill option.
[0054] FIG. 6 shows an interface 600 for adding, removing, or modifying fill options for a segment of a pharmacy kit according to an embodiment of the inventive concept.
[0055] Referring to FIG. 6, interface 600 shows a segment that belongs to a general operating room (OR) kit. The segment is specified by entering or selecting a segment name in a field near the top of interface 600. In the illustrated example, the segment has two preferred fill options and three alternate fill options. The preferred and alternate fill options can be added, removed, or modified by clicking on appropriate portions of interface 600. The entire segment can be deleted by clicking "Delete Segment" at the bottom of interface.
[0056] FIG. 7 shows an interface 700 indicating that an alternate fill option has been used to stock a segment of a pharmacy kit, according to an embodiment of the inventive concept.
[0057] Referring to FIG. 7, interface 700 shows a partial summary of items included in various segments of a kit that has been scanned. In the summary of a segment "Ampicillin lg", an icon indicates that a non-preferred fill option was used to stock the kit. This may indicate, for example, that the preferred fill option was on shortage.
[0058] FIG. 8 shows an interface 800 with icons indicating that alternate fill options exist for certain segments of a pharmacy kit, according to an embodiment of the inventive concept.
[0059] Referring to FIG. 8, interface 800 comprises a field that allows a user to select a kit master, which specifies the segments and corresponding items for a kit. In the illustrated example, the selected kit master is for an "Anesthesia C-section Tray" kit. Interface 800 further comprises a field displaying each of the segments of the selected kit master, with icons next to segments having multiple fill options. For instance, an icon to the left of the name label on a segment "Diphenhydramine 50 mg/ml vial" indicates that there is more than one fill option for this segment. For each of the segments, interface 800 displays the name of a primary fill option, and it also provides an option to hide or show alternative fill options for the segments with multiple fill options. KIT.0007C
[0060] FIG. 9 shows an interface 900 identifying the contents of a segment of a pharmacy kit, together with an indication that alternate fill options were used to stock the segment, according to an embodiment of the inventive concept.
[0061] Referring to FIG. 9, interface 900 may be displayed to a user after the kit is scanned. It contains an icon below the segment name "Amiodarone inj 150 mg/3 ml" to indicate that at least one of the scanned items matches a non-preferred fill option for this segment.
[0062] FIG. 10 shows an interface 1000 displaying exceptions in a kit with an icon to indicate that missing items can be restocked to match one of multiple rules for a segment, according to an embodiment of the inventive concept.
[0063] Referring to FIG. 10, interface 1000 may be displayed after a kit is scanned. It displays exceptions in the scanned kit, which are features or occurrences that are deemed to require user notification. In the illustrated example, the exceptions include items that will expire soon, missing items, extra items, and wrong items. Next to the missing items, interface 1000 includes an icon indicating that multiple fill options are available. It also includes an indication of an expected quantity of those items (e.g., an amount that may be needed to fill expected demand), an actual quantity of those items in inventory, and a shortage, which is defined as a difference between the expected and actual quantities. This information may assist a user in taking appropriate action, such as either stocking the missing items using a primary fill option in the event that there is adequate supply, or stocking the missing items using an alternate fill option in the event that there is a shortage.
[0064] As indicated by the foregoing, embodiments of the inventive concept provide various systems and methods for managing pharmacy kits using multiple acceptance criteria for pharmacy kit segments. These and other embodiments may potentially improve the efficiency and accuracy of kit stocking procedures, kit verification procedures, and related reporting procedures, among other things.
[0065] The foregoing is illustrative of embodiments and is not to be construed as limiting thereof. Although a few embodiments have been described, those skilled in the art will readily appreciate that many modifications are possible in the embodiments without materially departing from the scope of the inventive concept. Accordingly, all such modifications are intended to be included within the scope of the inventive concept as defined in the claims.

Claims

KIT.0007C What is claimed is:
1. A method of managing a pharmacy kit, comprising:
determining whether a kit stocking contingency has occurred with respect to a segment of the pharmacy kit;
as a consequence of determining that the kit stocking contingency has not occurred, determining whether the segment has been satisfactorily stocked according to a first acceptance criterion; and
as a consequence of determining that the kit stocking contingency has occurred, determining whether the segment has been satisfactorily stocked according to a second acceptance criterion different from the first acceptance criterion.
2. The method of claim 1, wherein the kit stocking contingency is a shortage of at least one pharmacy item corresponding to the first acceptance criterion.
3. The method of claim 2, wherein determining whether the kit stocking contingency has occurred comprises receiving a shortage notification for the at least one pharmacy item corresponding to the first acceptance criterion.
4. The method of claim 1, wherein the first and second acceptance criteria specify different types of items that can be used to stock the segment.
5. The method of claim 4, wherein the different types of items are different types of medication.
6. The method of claim 1, wherein the first acceptance criterion specifies a size of medication that can be used to satisfactorily stock the segment, and the second acceptance criterion specifies an alternative size of medication that can be used to satisfactorily stock the segment.
7. The method of claim 1, wherein the first acceptance criterion specifies a quantity of medication that can be used to satisfactorily stock the segment, and the second acceptance KIT.0007C criterion specifies an alternative quantity of medication that can be used to satisfactorily stock the segment.
8. The method of claim 1, wherein the first acceptance criterion specifies a concentration of medication that can be used to satisfactorily stock the segment, and the second acceptance criterion specifies an alternative concentration of medication that can be used to satisfactorily stock the segment.
9. The method of claim 1, further comprising determining whether an additional kit stocking contingency has occurred; and
as a consequence of determining that the additional kit stocking contingency has occurred, determining whether the segment of the pharmacy kit has been satisfactorily stocked according to one or more additional acceptance criterion different from the first and acceptance criteria.
10. The method of claim 9, wherein the second acceptance criterion and the at least one additional acceptance criterion are ranked in order of user preference.
11. The method of claim 1 , further comprising receiving user input defining one or more rules for determining, based on the first criterion or the second criterion, whether the segment is satisfactorily stocked.
12. A method of managing a pharmacy kit using an electronic information processing system, comprising:
defining, in the electronic information processing system, multiple rules for determining whether a segment of a pharmacy kit is satisfactorily stocked;
selecting, by the electronic information processing system, at least one rule among the multiple rules according to a kit stocking contingency; and
prompting, by the electronic information processing system, a user to stock the segment of the pharmacy kit according to the selected at least one rule. KIT.0007C
13. The method of claim 12, wherein the kit stocking contingency is a shortage of at least one pharmacy item corresponding to the segment.
14. The method of claim 12, wherein the multiple rules are ranked in order of user preference and selected according to the ranking.
15. The method of claim 12, further comprising:
receiving a query from a user, requesting an amount of time for which the selected at least one rule is to be in effect; and
displaying the requested amount of time to the user.
16. The method of claim 12, further comprising generating a report indicating relative quantities of pharmacy items used to stock the segment according to the multiple rules.
17. The method of claim 12, further comprising generating a report indicating a history of changes made to a template of the pharmacy kit.
18. The method of claim 12, further comprising generating a charge sheet comprising billing information for pharmaceutical items corresponding to the selected at least one rule.
19. The method of claim 12, wherein the multiple rules define different types of pharmacy items to be used to stock the segment.
20. The method of claim 12, wherein the multiple rules define different quantities, concentrations, or sizes of pharmacy items to be used to stock the segment.
PCT/US2014/053837 2014-07-08 2014-09-03 Management of pharmacy kits using multiple acceptance criteria for pharmacy kit segments WO2016007183A1 (en)

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