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--- guides:dispensary:colorado [2011/08/29 01:20]
markphillips
+++ guides:dispensary:colorado [2018/12/23 12:10] (current)
@@ Line 22: / Line 22: @@
   - Site ID
   - Patient Name
-  -
 {{:guides:dispensary:coloradolabel.png|}}
 ===== Reporting =====
-The Reporting tool allows you to generate a sales report of your patients and the medicine you have provided them. The report mimics the exact layout that has been provided on the Colorado website.\\
+The Reporting tool allows you to generate a sales report of your patients and the medicine you have provided them. The report mimics the layout that has been provided on the Colorado website.\\
+There are two sections of 4 reports that CCS Provides. Product & Inventory Sales, Patient and Center of Choice Report\\
+==== 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: ====
+Items that are medicine must be accounted for according to Colorado in a specific Method. The interpretation varies, CCS can account for both grams of medicine and items such as edibles, that a unit amount grams in 1 item.
+=== Identify Items as Medicine: ===
+Each item that you wish to show in your patient sales report, and inventory count of medicine must have the Style Field filled out with 'Medicine' This can be quickly accomplished using the  [[http://cafecartel.com/help-videos/86-liquor-store-videos/347-product-searching--updating-liquor-store-point-of-sale-administration.html|Product Search Window.]]
+=== Identify Quantity of Medicine in Edibles ===
+The **Count Per** Field in the Search window allows you to enter a quantity of grams that is individual edibles. Such as .35 grams in one brownie. The sale of one brownie would then account for .35 grams of medicine sold.
+=== Identify Origin of Medicine ===
+Origin (origin) - Indicates where the product was grown. 'Local' would indicate it's grown in house.
+This shows the sales of items to patients:\\
+{{:guides:dispensary:co:reportingpatients.png|}}
+This shows the current quantities in Inventory:\\
+{{:guides:dispensary:co:itemquantities.png|}}
+==== Patient Reports ====
+Each Patient needs an MMR Number. This is located in the Logon field in the Contact window in the Patient Check in Computer. Each patient that shows up on the report will need to have a Followup Date that is greater than or equal to the current date.
+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.\\
-{{:guides:dispensary:medicalmarijuanaenforcementdivision.png|}}
+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]]
-===== Defined Fields =====
+**Center of Choice Patients:**\\
+{{:guides:dispensary:co:patientpreferred_report.png|}}
-Products
+**Standard Patients:**\\
-  * Country of Origin (origin) - Percentage of Product indica /sativa - For display option on label
+{{:guides:dispensary:co:patientreport_-_standard.png|}}
-  * Manufacturer = In House means it's grown in house. You must make a contact named "In House"

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