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en:mobile:user_guide:dispensing [2020/02/06 08:34] – created Craig Drown | en:mobile:user_guide:dispensing [2020/06/04 02:15] – Mark Prins | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
+ | {{tag> | ||
+ | {{tag> | ||
====== Dispensing ====== | ====== Dispensing ====== | ||
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Dispensing mode only shows if the store is configured correctly on the server. Read how [[en: | Dispensing mode only shows if the store is configured correctly on the server. Read how [[en: | ||
- | ====== Patients | + | ===== Patients ===== |
When you tap the **Dispensary** icon you will get a list of your patients. You can search for a particular patient using the field in the search bar. | When you tap the **Dispensary** icon you will get a list of your patients. You can search for a particular patient using the field in the search bar. | ||
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{{ : | {{ : | ||
- | ====== | + | ==== Searching for a Patient ( on the server ) ==== |
+ | |||
+ | * If a patient does not exist in your current store, and you have internet access, you can search for the patient on the server | ||
+ | * Click the **Lookup patient** button | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * You’ll see a new window | ||
+ | * Enter some or all of the patient' | ||
+ | * Click **Search** | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * You will see a list of patients which are configured on the server, but which are not in your local store | ||
+ | * If you see the patient you are looking for, click their name. This will copy their details to your local store and they will appear in your patient list | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * Note though, that you cannot edit this patient. This is indicated by the book icon in the edit column, rather than the pencil which shows for your local patients. | ||
+ | * If no patients match your criteria you will be shown the message below. Try making your search more general, for example search just for the first letter of their name | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ==== Adding a new Patient | ||
* To create a new patient, tap the **New Patient** button. | * To create a new patient, tap the **New Patient** button. | ||
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{{ : | {{ : | ||
- | ====== Editing a patient' | + | |
+ | ==== Editing a patient' | ||
To edit a patient' | To edit a patient' | ||
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{{ : | {{ : | ||
- | ====== Viewing a patient' | + | ==== Viewing a patient' |
You can also view the history for a patient by tapping the **history** button. | You can also view the history for a patient by tapping the **history** button. | ||
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Simply tap the " | Simply tap the " | ||
- | To edit a prescriber, tap the edit (pen icon) button for the row you wish to edit. You're then shown the presriber's details: | + | To edit a prescriber, tap the edit (pen icon) button for the row you wish to edit. You're then shown the prescriber's details: |
{{ : | {{ : | ||
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{{ : | {{ : | ||
+ | |||
+ | ==== Searching for a Prescriber ( on the server ) ==== | ||
+ | |||
+ | * If a prescriber does not exist in your current store, and you have internet access, you can search for the prescriber on the server | ||
+ | * Click the **Lookup prescriber** button | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * You’ll see a new window | ||
+ | * Enter some or all of the prescriber' | ||
+ | * Click **Search** | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * You will see a list of prescribers which are configured on the server, but which are not in your local store | ||
+ | * If you see the prescriber you are looking for, click their name. This will copy their details to your local store and they will appear in your prescriber list | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * Note though, that you cannot edit this prescriber. This is indicated by the book icon in the edit column, rather than the pencil which shows for your local prescribers. | ||
+ | * If no prescribers match your criteria you will be shown the message below. Try making your search more general, for example search just for the first letter of their name | ||
+ | |||
+ | {{ : | ||
===== Dispensing to a patient ===== | ===== Dispensing to a patient ===== | ||
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{{ : | {{ : | ||
+ | Dispensing is a three step process. Each step must be completed before you can move to the next step | ||
+ | |||
+ | - Step 1 you must select a prescriber by clicking on the SELECT icon | ||
+ | * NOTE: You can press the HISTORY and EDIT icons next to the patients name to edit the patients details or view their history at any time. | ||
+ | * You can filter the list using the search bar | ||
+ | * Once you have selected a prescriber, you can edit the prescriber at any time using the EDIT icon next to the prescribers name | ||
+ | - Step 2: You must select an item to dispense by selecting the row on the left hand side. You can filter the items using the search bar | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | You must select at least one row to continue. | ||
+ | |||
+ | Once you select an item, you can adjust the quantity using the **+** and **-** buttons, or type quantity into the text area (tap first to bring up the keyboard). | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | You can remove an item using the **X** button. | ||
+ | |||
+ | Type directions for the item into the directions text area. | ||
+ | |||
+ | Once you’ve updated the quantity, the Next button is available and you can continue to step 3. | ||
+ | |||
+ | Note that clicking cancel, or navigating away from this prescription will **DELETE** this prescription | ||
+ | |||
+ | |||
+ | {{ : | ||
+ | |||
+ | - Step 3: You can view the final results of the prescription and add any other details such as a comment. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Tapping the **Complete** button will finalise the prescription. That means that it's locked- you can't edit it any more. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | That was easy!. If you've enabled payments, you can go to the next step to receive payment. If not, you'll continue and dispense the next prescription. | ||
+ | |||
+ | ===== Payments ===== | ||
+ | |||
+ | The payments module needs to be configured on the server, so if it's turned off, you won't see it. | ||
+ | Configuration instructions are [[en: | ||
+ | The 2 configuration settings that must be set to " | ||
+ | * usesDispensarymodule | ||
+ | * usesPaymentsmodule | ||
+ | |||
+ | Once enabled, when you arrive at the summary page where you check the details of a prescription, | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | The dropdown list under the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * The **Payment Amount** is the amount the patient is paying | ||
+ | * If they have any available credit, this will be listed under the **Payment Amount** | ||
+ | * There can only be a **Payment Amount** less than the **Total**, if the patient has sufficient available credit to cover the difference. | ||
+ | * The amount of credit is shown under **Credit Used** | ||
+ | * The change required is the amount of change to give to the patient | ||
+ | * It is only possible to finalise a prescription when payments are enabled, when the payment amount is a valid value | ||
+ | |||
+ | Here's an example if the patient doesn' | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | And here's an example of where the payment gave you more in cash than the amount to pay, and you need to give them back change: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ===== Insurance ===== | ||
+ | |||
+ | If the server has insurance providers enabled, the mobile store will also. | ||
+ | |||
+ | This will enable the insurance drop-down list and the **add** button (The orange " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | When entering the payment details, if the patient has an insurance policy, you can select it from the drop-down list: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | You can use the **Edit** (the " | ||
+ | |||
+ | If you click the **Add** button you can add an insurance policy: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The **Save** button is only enabled when you've entered a valid value in each field that is labelled as " | ||
+ | |||
+ | If you have set up transaction categories on the server, then you'll be able to choose one at the top left of the window: | ||
+ | |||
+ | {{ : | ||
+ | \\ | ||
+ | \\ | ||
+ | | // | ||