Patient Check-In Process

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.

1. The first part adds or looks patients
2. The second section of the document ques a POS Order in the terminal for the patient.

Requires: 3.15.20Z +

Add New Patients
Add/Search for Patients
Queuing from Patient Check in To Bud Tending
Que Settings

You may add new patients using two methods; Using Driver's License and Manual Entry

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

From the CCS Toolbar » CRM » New Contact
Type in the new contact information and select File » Save
Adjust followup to match end of prescription

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
  

• 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

Settings that need to be checked before you add a new POS order.

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”
  

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
  

Go to Office Menu » Employees » Job Types
Set the following authorizations for the job types shown below:

1. BudTender
   • Place a check-mark in Can See All Open Orders
     
   • Uncheck Disallow Access to Other Tabs
     
2. General Manager
   • Uncheck Disallow Access to Other Tabs