CCS Point of Sale
You are here: start » guides » dispensary » posorderdispensary
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
guides:dispensary:posorderdispensary [2010/10/13 18:34] maryrajah |
guides:dispensary:posorderdispensary [2018/12/23 12:10] (current) |
||
|---|---|---|---|
| Line 2: | Line 2: | ||
| ===== 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 ==== | ||
| Line 31: | Line 33: | ||
| 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 ===== | ||
| Line 41: | Line 62: | ||
| 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 "Recommendation"\\ | + | * Set Order Type to "Recommendation"\\ |
| ==== Setting 2: ==== | ==== Setting 2: ==== | ||
| Line 58: | Line 79: | ||
| - General Manager | - General Manager | ||
| * Uncheck Disallow Access to Other Tabs\\ | * 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> | ||
| - | |||
| - | ==== 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 | ||
| - | |||
| - | |||
Trace:
