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Both sides previous revision Previous revision Next revision | Previous revision | ||
guides:dispensary:posorderdispensary [2010/08/25 23:27] maryrajah |
guides:dispensary:posorderdispensary [2018/12/23 12:10] (current) |
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- | ====== Patient Check-In Process in Dispensary ====== | + | ====== Patient Check-In Process ====== |
===== Summary ===== | ===== 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. | ||
- | ===== Add/Search for Patients ===== | + | 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. |
- | To search for an existing patient go to CCS Office >> Office Touch >> Enter Pin Code. | + | - The first part adds or looks patients |
+ | - The second section of the document ques a POS Order in the terminal for the patient. | ||
- | Search using driver's license: | + | Requires: 3.15.20Z + |
- | * Click in the 'Find Contact' box from the main toolbar\\ | + | |
- | * Hit the backspace and remove the 'Find Contact,' swipe the driver's license\\ | + | ===== Sections ===== |
+ | |||
+ | [[guides:dispensary:posorderdispensary#Add New Patients|Add New Patients]]\\ | ||
+ | [[guides:dispensary:posorderdispensary#Add/Search for Patients|Add/Search for Patients]]\\ | ||
+ | [[guides:dispensary:posorderdispensary#Queuing Orders|Queuing from Patient Check in To Bud Tending]]\\ | ||
+ | [[guides:dispensary:posorderdispensary#Que Settings|Que Settings]]\\ | ||
- | 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 | ||
- | | ||
===== Add New Patients ===== | ===== Add New Patients ===== | ||
- | You can add new patients using two methods; Using Driver's License and Manual Entry | + | You may add new patients using two methods; Using Driver's License and Manual Entry |
- | ==== Add by patient's 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 ===== | + | ===== Find Patients ===== |
- | Settings that need to be checked before you add a new POS order. | + | To search for existing patients. (From the CCS Office) |
- | ==== Setting 1: ==== | + | Search using driver's license: |
+ | * Click in the 'Find Contact' box from the main toolbar\\ | ||
+ | * Swipe the driver's license\\ | ||
- | Go to Office Menu >> Control Panel >> Restaurant\\ | + | <note tip>When the patient is found, the patient form will appear. Check the follow-up date\\ |
- | Place a check-mark : | + | If the patient is not found, the search contact window will appear\\</note> |
- | * Default show all users | + | |
- | * Set Refresh Pending Order Screen Every # of Seconds to 10 | + | |
- | ==== Setting 2: ==== | + | ===== Queuing Orders ===== |
- | 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\\ | + | |
- | **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 ==== | ||
* 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 |
+ | ===== POS Order Settings ===== | ||
+ | Settings that need to be checked before you add a new POS order. | ||
+ | |||
+ | ==== Setting 1 ==== | ||
+ | |||
+ | 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\\ | ||
+ | * Set Order Type to "Recommendation"\\ | ||
+ | |||
+ | ==== Setting 2: ==== | ||
+ | |||
+ | 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\\ | ||
+ | |||
+ | ==== 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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