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guides:dispensary:posorderdispensary [2011/05/13 17:19] markphillips |
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. | + | 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 or looks patients | ||
+ | - The second section of the document ques a POS Order in the terminal for the patient. | ||
Requires: 3.15.20Z + | Requires: 3.15.20Z + | ||
- | ===== Guide Sub Headings ===== | + | ===== Sections ===== |
+ | [[guides:dispensary:posorderdispensary#Add New Patients|Add New Patients]]\\ | ||
[[guides:dispensary:posorderdispensary#Add/Search for Patients|Add/Search for Patients]]\\ | [[guides:dispensary:posorderdispensary#Add/Search for Patients|Add/Search for Patients]]\\ | ||
- | [[guides:dispensary:posorderdispensary#Add New Patients|Add New Patients]]\\ | + | [[guides:dispensary:posorderdispensary#Queuing Orders|Queuing from Patient Check in To Bud Tending]]\\ |
- | [[guides:dispensary:posorderdispensary#POS Order Settings|POS Order Settings]]\\ | + | [[guides:dispensary:posorderdispensary#Que Settings|Que Settings]]\\ |
- | [[guides:dispensary:posorderdispensary#Steps to Add a New POS Order|Steps to Add a New POS Order]]\\ | + | |
- | + | ||
- | ===== Add/Search for Patients ===== | + | |
- | + | ||
- | To search for an existing patient go to CCS Office >> Office Touch >> Enter Pin Code. | + | |
- | Search using driver's license: | ||
- | * Click in the 'Find Contact' box from the main toolbar\\ | ||
- | * Hit the backspace and remove the 'Find Contact,' swipe the driver's license\\ | ||
- | |||
- | 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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- General Manager | - General Manager | ||
* Uncheck Disallow Access to Other Tabs\\ | * Uncheck Disallow Access to Other Tabs\\ | ||
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- | |||
- | ==== 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 POS Order button created for the customer on the terminal screen | ||
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