In Ohio, all sales must be reported to METRC and medical sales must be additionally reported to the PMP Clearinghouse within 5 minutes of the sale. Below is an explanation of Ohio PMP reporting configuration and setup.\
By default, ASAP files will be sent to the PMP Clearinghouse as Test files until licensees enable Production files in Config Page > Integration > METRC State Tracking Licenses > Ohio PMP Reporting. Licensees are responsible for ensuring this configuration is set appropriately for their occupancy certifications (TEST) and daily patient sales (Production).
Setup
Treez stores in Ohio will be enabled to send ASAP 5.0 formatted dat files to the PMP Clearinghouse for automatic reporting Medical sales, complying with the 5 minute reporting mandate. To ensure the PMP reporting is complete, accurate and able to be sent, licensees must configure the following:
Store Information
In order to properly populate the Pharmacy Headers of your ASAP files, licensees must ensure their Store Information is entered accurately in Organization Management. The following fields are used to populate the ASAP report:
Name
Phone Number
Address Line 1
Address Line 2
City*
Zipcode*
State*
PMP Credentials
Licensees will need to configure their PMP credentials and their facilities DEA number in Organization Settings > Organization Management > Manage Stores > Customer Type and License.
Navigate to Organization Settings > Organization Management using the left side menu.
In the Manage Stores Screen, locate your Ohio Treez Instance and click the 3 vertical dots on the left side of the store name.
NOTE: You MUST have the stores address information filled out and the State Set to Ohio.
Select "Edit Info" from the menu
Click "Customer Type and license" from the left side menu.
Click the "+ Add Credential Button".
Fill out the following information in the form:
Provider - Select "Ohio PMP" if not already selected.
Ohio DEA number - This is the DEA number assigned to this store.
sFTP username - This is the sFTP username provided to you by the PMP Clearninghouse.
sFTP Password - This is the sFTP password provided to you by the PMP Clearinghouse.
Click "Verify Credentials".
Treez will attempt to use your credentials to login to the PMP Clearninghouse sFTP to confirm the credentials are correct.
Click the green "Next" button at the bottom right of the page.
Click the green "Save" button at the bottom right of the page.
Sale Information
When reporting sales to the PMP Clearinghouse, licensees are required to accurately report Customer, Caregiver (if applicable) and inventory information. To ensure these are all reported without error, ensure the following is always accurately filled out.
Patient Information
When creating or editing customer profiles in Customer Management, its is important to ensure the patients profile is set to Medical and the following information is complete:
First Name
Last Name
Patient License Number / Medical ID number
Address of Record
Phone Number
Physician is associated with the profile and physician information is complete
First Name
Last Name
DEA Number
NPI Number
Caregiver Information
For Caregiver transactions to be reported properly, its important that the proper caregiver flows are followed to associate the caregiver AND the patient to the sale. It is important the Caregiver fields are filled out appropriately on their profile:
First Name
Last Name
License Number
Note: This is the state issued caregiver license number, not the patients license number.
Inventory Information
Inventory information will use a combination of METRC information and user entered Treez data to determine the following:
The NDC number on the METRC Item name
NDC numbers do NOT need to be manually entered by users, Treez will save the NDC number (M+11 digits) directly form the METRC item when it is imported.
NDC numbers will be shown in the Package Details section of the Inventory Card and can be edited if necessary.
Flower products will be sent to PMP using the value in the Amount field in grams
If (3) 1 gram flower prerolls are sold from the same METRC Package, 3 GRAMS will be populated in the DSP header for this sale.
If (3) 1 gram flower prerolls are sold from different METRC packages, 1 GRAMS will be populated in 3 different DSP headers for this sale, 1 for METRC package.
Non-Flower products will be sent to PMP using the Unit THC Content in milligrams each.
If (1) 10mg Edible is sold from a METRC package, 10 Milligrams (Each) will be populated in the DSP header for this sale.