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--- guides:dispensary:posorderdispensary [2010/08/31 22:28]
maryrajah
+++ guides:dispensary:posorderdispensary [2018/12/23 12:10] (current)
@@ Line 1: / Line 1: @@
-====== Patient Check-In Process in Dispensary ======
+====== Patient Check-In Process ======
 ===== 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 =====
-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 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 ====
-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 =====
-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 and Order Type to "Retail"
+To search for existing patients. (From the CCS Office)
-Settings that need to be checked before you add a new POS order.
+Search using driver's license:
+  * Click in the 'Find Contact' box from the main toolbar\\
+  * Swipe the driver's license\\
-==== Setting 1: ====
+<note tip>When  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\\</note>
-Go to Office Menu >> Control Panel >> Restaurant\\
+===== Queuing Orders =====
-Place a check-mark :
-  * Default show all users
-  * Set Refresh Pending Order Screen Every # of Seconds to 10
-==== Setting 2: ====
-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
-  * 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
   * 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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