Skypond · v2.0
PharmAutomate guide
Setting up a pharmacy, running the automation day to day, and knowing the moment it needs a hand. Cancel RX processing in DocuTrack and QS1/PrimeCare.
Getting started
- What PharmAutomate isHow the pharmacy agent, the Merchant Portal, and the Branch Portal fit together.
- Before you beginRequirements checklist for the workstation, plus the machine settings that keep the agent able to see the screen.
- Set up the Merchant PortalActivate your admin account and find your way around the portal.
- Create a branchAdd each pharmacy location. Every device belongs to a branch.
- Register a device and get its keyOne device per workstation, one activation key per device — and the key is shown only once.
- Install the agentDownload the installer from the portal, run it, and paste the activation key.
- First run — the control windowA reference for every button, badge, and settings dialog in the PharmAutomate control window.
- Start automationWhat happens when you press Start, and why the agent sleeps instead of stopping.
- Setup checklistThe whole setup in one table, from welcome email to first processed document.
Daily operation
- SchedulesWhat the Schedules page actually controls in this build — and what it does not.
- TransactionsEvery document the automation touched, its outcome, and how to read the detail page.
- Devices and the live logWatch a single agent in real time from the portal — status, today's counts, and its log.
- Report emailsScheduled summary emails with a PDF attached, and where past reports live.
Alerts
- How alerting worksTwo independent triggers — the agent reporting a problem, and the cloud noticing silence.
- Set up agent alertsTurn alerts on, pick the events and recipients, and prove delivery with a test alert.
- What each alert means, and what to doThe agent's own wording, translated into the one action that clears it.
- Why didn't I get an email?The Recent alerts card records every alert considered — including the ones that were not sent, and why.
Reference
- Portals and URLsEvery address you need, and who signs in where.
- Files on the pharmacy PCWhere the agent installs, where it keeps settings and logs, and what not to hand-edit.
- Privacy and data handlingWhat leaves the pharmacy machine, what never does, and what you can switch off.
- TroubleshootingSymptoms, likely causes, and fixes — portal, installation, and agent.
- Managing keys, users and accessRotating activation keys, inviting staff, and moving an agent to another computer.
- What's new in v2.0What changed since v1.1 of this guide, including the corrections worth re-reading.