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guides:dispensary:posorderdispensary [2010/08/31 22:48] maryrajah |
guides:dispensary:posorderdispensary [2011/05/13 17:19] markphillips |
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| ===== Summary ===== | ===== Summary ===== | ||
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| The patient check-in process in a dispensary has two parts; add a new patient/look-up an existing patient and create a new order for the patient. The first part adds a new patient/looks up for an existing patient.The second section of the document adds a new POS order button in the terminal for a particular patient that is initially created from CCS Office. | The patient check-in process in a dispensary has two parts; add a new patient/look-up an existing patient and create a new order for the patient. The first part adds a new patient/looks up for an existing patient.The second section of the document adds a new POS order button in the terminal for a particular patient that is initially created from CCS Office. | ||
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| + | Requires: 3.15.20Z + | ||
| + | |||
| + | ===== Guide Sub Headings ===== | ||
| + | |||
| + | [[guides:dispensary:posorderdispensary#Add/Search for Patients|Add/Search for Patients]]\\ | ||
| + | [[guides:dispensary:posorderdispensary#Add New Patients|Add New Patients]]\\ | ||
| + | [[guides:dispensary:posorderdispensary#POS Order Settings|POS Order Settings]]\\ | ||
| + | [[guides:dispensary:posorderdispensary#Steps to Add a New POS Order|Steps to Add a New POS Order]]\\ | ||
| ===== Add/Search for Patients ===== | ===== Add/Search for Patients ===== | ||
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| * Hit the backspace and remove the 'Find Contact,' swipe the driver's license\\ | * Hit the backspace and remove the 'Find Contact,' swipe the driver's license\\ | ||
| - | If the patient is found, the patient form will appear. Check the follow-up date | + | If the patient is found, the patient form will appear. Check the follow-up date\\ |
| - | If the patient is not found, the search contact window will appear | + | If the patient is not found, the search contact window will appear\\ |
| | | ||
| ===== Add New Patients ===== | ===== Add New Patients ===== | ||
| Line 21: | Line 31: | ||
| ==== Add by drivers license ==== | ==== Add by drivers license ==== | ||
| - | From the CCS Toolbar >> CRM >> New Contact from DL | + | From the CCS Toolbar >> CRM >> New Contact from DL\\ |
| - | Swipe the DL. The name, address of the patient should appear in the window | + | Swipe the DL. The name, address of the patient should appear in the window\\ |
| - | Press the Add Button and the Patient window will show up | + | Press the Add Button and the Patient window will show up\\ |
| - | Adjust followup to match end of prescription | + | Adjust followup to match end of prescription\\ |
| ==== Add by manual entry ==== | ==== Add by manual entry ==== | ||
| - | From the CCS Toolbar >> CRM >> New Contact | + | From the CCS Toolbar >> CRM >> New Contact\\ |
| - | Type in the new contact information and select File >> Save | + | Type in the new contact information and select File >> Save\\ |
| - | Adjust followup to match end of prescription | + | Adjust followup to match end of prescription\\ |
| - | ===== Add New POS Order ===== | + | ===== POS Order Settings ===== |
| Settings that need to be checked before you add a new POS order. | Settings that need to be checked before you add a new POS order. | ||
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| ==== Setting 1 ==== | ==== Setting 1 ==== | ||
| - | Before you add a new POS Order, you need to set the business type. | + | Before you add a new POS Order, you need to set the business type\\ |
| - | To do this go to CCS Office-Touch >> Control Panel >> System | + | To do this go to CCS Office-Touch >> Control Panel >> System\\ |
| - | * Set Business to "Retail | + | * Set Business to "Retail\\ |
| - | * Order Type to "Retail" | + | * Set Order Type to "Recommendation"\\ |
| ==== Setting 2: ==== | ==== Setting 2: ==== | ||
| Line 47: | Line 57: | ||
| Go to Office Menu >> Control Panel >> Restaurant\\ | Go to Office Menu >> Control Panel >> Restaurant\\ | ||
| Place a check-mark : | Place a check-mark : | ||
| - | * Default show all users | + | * Default show all users \\ |
| - | * Set Refresh Pending Order Screen Every # of Seconds to 10 | + | * Set Refresh Pending Order Screen Every # of Seconds to 10\\ |
| ==== Setting 3: ==== | ==== Setting 3: ==== | ||
| Go to Office Menu >> Employees >> Job Types\\ | Go to Office Menu >> Employees >> Job Types\\ | ||
| Set the following authorizations for the job types shown below:\\ | Set the following authorizations for the job types shown below:\\ | ||
| - | * BudTender : Place a check-mark in Can See All Open Orders. Uncheck Disallow Access to Other Tabs\\ | + | - BudTender |
| - | * General Manager: Uncheck Disallow Access to Other Tabs\\ | + | * Place a check-mark in Can See All Open Orders\\ |
| + | * Uncheck Disallow Access to Other Tabs\\ | ||
| + | - General Manager | ||
| + | * Uncheck Disallow Access to Other Tabs\\ | ||
| - | **Note:** Make sure you have 3.15.20Z version or later of CCS software for this new feature to function properly. | ||
| - | ==== Steps to add a new POS order ==== | + | ==== Steps to Add a New POS Order ==== |
| * Search for a customer contact from the contact field within the office toolbar | * Search for a customer contact from the contact field within the office toolbar | ||
| - | * Click on New POS order in the Client dialog box. This adds a new POS order to the terminal | + | * Click on **New POS Order** in the Client dialog box. This adds a new POS order to the terminal |
| * Enter code and login into your terminal | * Enter code and login into your terminal | ||
| * Click on Open orders from the top toolbar in the terminal screen | * Click on Open orders from the top toolbar in the terminal screen | ||
| - | * You will see a new POS order button created for the customer on the terminal screen | + | * You will see a POS Order button created for the customer on the terminal screen |
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