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guides:dispensary:colorado [2011/12/09 21:31] markphillips |
guides:dispensary:colorado [2011/12/16 23:35] markphillips |
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There are two sections of 4 reports that CCS Provides. Product & Inventory Sales, Patient and Center of Choice Report\\ | There are two sections of 4 reports that CCS Provides. Product & Inventory Sales, Patient and Center of Choice Report\\ | ||
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+ | ==== Employee Setup ==== | ||
+ | For some of the reports to run, the employee has to have an ID. For employees, the State ID field needs to be filled out in the Employee Management section. | ||
==== Product Sales & Inventory: ==== | ==== Product Sales & Inventory: ==== | ||
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Origin (origin) - Indicates where the product was grown. 'Local' would indicate it's grown in house. | Origin (origin) - Indicates where the product was grown. 'Local' would indicate it's grown in house. | ||
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+ | This shows the sales of items to patients:\\ | ||
+ | {{:guides:dispensary:co:reportingpatients.png|}} | ||
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+ | This shows the current quantities in Inventory:\\ | ||
+ | {{:guides:dispensary:co:itemquantities.png|}} | ||
==== Patient Reports ==== | ==== Patient Reports ==== | ||
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Patients that have set your dispensary as the primary center of choice have two additional fields filled out. Under Preferences from the toolbar, enter in a preference field named: 'Primary Center Designation Date', with no single quotes. When this field has a date, it will show up in the center of choice patient report. | Patients that have set your dispensary as the primary center of choice have two additional fields filled out. Under Preferences from the toolbar, enter in a preference field named: 'Primary Center Designation Date', with no single quotes. When this field has a date, it will show up in the center of choice patient report. | ||
- | Patients that are center of choice should also have a different Contact Type set. You can add a type called "Patient - Center" this will make some of the reporting easier. To add a new contact type - From the Main Toolbar go to CRM - Contact Types. | + | Patients that are center of choice should also have a different Contact Type set. You can add a type called "Patient - Center" this will make some of the reporting easier. To add a new contact type - From the Main Toolbar go to CRM - Contact Types.\\ |
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+ | You may wish to review this video on patient check in: [[http://cafecartel.com/help-videos/85-dispensaries/341-dispensary-demo.html|Dispensary Training: Patient Check in]] | ||
+ | **Center of Choice Patients:**\\ | ||
+ | {{:guides:dispensary:co:patientpreferred_report.png|}} | ||
+ | **Standard Patients:**\\ | ||
+ | {{:guides:dispensary:co:patientreport_-_standard.png|}} | ||
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