====== 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 or looks patients
  - The second section of the document ques a POS Order in the terminal for the patient.

Requires: 3.15.20Z +

===== 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]]\\

===== Add New Patients =====

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\\
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\\
Adjust followup to match end of prescription\\

==== Add by manual entry ====

From the CCS Toolbar >> CRM >> New Contact\\
Type in the new contact information and select File >> Save\\
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 =====

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\\