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guides:dispensary:colorado [2011/12/10 02:15] markphillips |
guides:dispensary:colorado [2018/12/23 12:10] (current) |
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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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| 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:\\ | + | **Center of Choice Patients:**\\ |
| {{:guides:dispensary:co:patientpreferred_report.png|}} | {{:guides:dispensary:co:patientpreferred_report.png|}} | ||
| - | Standard Patients | + | **Standard Patients:**\\ |
| {{:guides:dispensary:co:patientreport_-_standard.png|}} | {{:guides:dispensary:co:patientreport_-_standard.png|}} | ||
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