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guides:dispensary:posorderdispensary [2010/09/13 20:11] maryrajah |
guides:dispensary:posorderdispensary [2018/12/23 12:10] |
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| - | ====== Patient Check-In Process ====== | ||
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| - | ===== Summary ===== | ||
| - | 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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| - | ===== Add/Search for Patients ===== | ||
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| - | To search for an existing patient go to CCS Office >> Office Touch >> Enter Pin Code. | ||
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| - | Search using driver's license: | ||
| - | * Click in the 'Find Contact' box from the main toolbar\\ | ||
| - | * Hit the backspace and remove the 'Find Contact,' swipe the driver's license\\ | ||
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| - | 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\\ | ||
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| - | ===== Add New Patients ===== | ||
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| - | You can add new patients using two methods; Using Driver's License and Manual Entry | ||
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| - | ==== Add by drivers license ==== | ||
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| - | From the CCS Toolbar >> CRM >> New Contact from DL\\ | ||
| - | 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\\ | ||
| - | Adjust followup to match end of prescription\\ | ||
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| - | ==== Add by manual entry ==== | ||
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| - | From the CCS Toolbar >> CRM >> New Contact\\ | ||
| - | Type in the new contact information and select File >> Save\\ | ||
| - | Adjust followup to match end of prescription\\ | ||
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| - | ===== POS Order Settings ===== | ||
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| - | Settings that need to be checked before you add a new POS order. | ||
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| - | ==== Setting 1 ==== | ||
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| - | 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\\ | ||
| - | * Set Business to "Retail\\ | ||
| - | * Order Type to "Retail"\\ | ||
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| - | ==== Setting 2: ==== | ||
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| - | Go to Office Menu >> Control Panel >> Restaurant\\ | ||
| - | Place a check-mark : | ||
| - | * Default show all users \\ | ||
| - | * Set Refresh Pending Order Screen Every # of Seconds to 10\\ | ||
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| - | ==== Setting 3: ==== | ||
| - | Go to Office Menu >> Employees >> Job Types\\ | ||
| - | 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\\ | ||
| - | - General Manager | ||
| - | * Uncheck Disallow Access to Other Tabs\\ | ||
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| - | <note>Make sure you have 3.15.20Z version or later of CCS software for this new feature to function properly.</note> | ||
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| - | ==== Steps to Add a New POS Order ==== | ||
| - | * 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 | ||
| - | * Enter code and login into your terminal | ||
| - | * 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 | ||
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