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Both sides previous revision Previous revision Next revision | Previous revision | ||
guides:dispensary:posorderdispensary [2010/09/13 19:51] maryrajah |
guides:dispensary:posorderdispensary [2018/12/23 12:10] (current) |
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===== 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 drivers license ==== | ==== Add by drivers license ==== | ||
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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\\ | ||
+ | |||
+ | ===== Find Patients ===== | ||
+ | |||
+ | To search for existing patients. (From the CCS Office) | ||
+ | |||
+ | Search using driver's license: | ||
+ | * Click in the 'Find Contact' box from the main toolbar\\ | ||
+ | * Swipe the driver's license\\ | ||
+ | |||
+ | <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> | ||
+ | |||
+ | ===== Queuing Orders ===== | ||
+ | |||
+ | * 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 POS Order button created for the customer on the terminal screen | ||
===== POS Order Settings ===== | ===== POS Order Settings ===== | ||
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==== Setting 1 ==== | ==== Setting 1 ==== | ||
- | Before you add a new POS Order, you need to set the business type | + | 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 | + | To do this go to CCS Office-Touch >> Control Panel >> System\\ |
* Set Business to "Retail\\ | * Set Business to "Retail\\ | ||
- | * Order Type to "Retail"\\ | + | * Set Order Type to "Recommendation"\\ |
==== Setting 2: ==== | ==== Setting 2: ==== | ||
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Go to Office Menu >> Employees >> Job Types\\ | Go to Office Menu >> Employees >> Job Types\\ | ||
Set the following authorizations for the job types shown below:\\ | 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\\ | + | - BudTender |
- | * General Manager: Uncheck Disallow Access to Other Tabs\\ | + | * Place a check-mark in Can See All Open Orders\\ |
- | + | * 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.</note> | + | - General Manager |
- | + | * Uncheck Disallow Access to Other Tabs\\ | |
- | ==== 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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