Differences

This shows you the differences between two versions of the page.

--- en:mobile:user_guide:dispensing [2020/02/06 08:34] – created Craig Drown
+++ en:mobile:user_guide:dispensing [2020/06/04 02:16] – Mark Prins
@@ Line 1: / Line 1: @@
-{{indexmenu_n>9}}
+{{indexmenu_n>1100}}
+{{tag>Status:NeedsReview}}
 ====== Dispensing ======
@@ Line 5: / Line 6: @@
 Dispensing mode only shows if the store is configured correctly on the server. Read how [[en:mobile:setup:server_side:config|here]]
-====== 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.
@@ Line 13: / Line 14: @@
 {{ :en:mobile:user_guide:pasted:20200206-082133.png?800 | }}
-====== Adding a new Patient ======
+==== 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
+{{ :en:mobile:user_guide:lookup-patient.png?400 | }}
+  * You’ll see a new window
+  * Enter some or all of the patient's first name, last name and/or date of birth and insurance policy number ( if used )
+  * Click **Search**
+{{ :en:mobile:user_guide:lookup-results.png?800 | }}
+  * 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
+{{ :en:mobile:user_guide:patient-list-including-lookup.png?800 | }}
+  * 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
+{{ :en:mobile:user_guide:patient-lookup-no-records.png?250 | }}
+==== Adding a new Patient ====
   * To create a new patient, tap the **New Patient** button.
@@ Line 28: / Line 52: @@
 {{ :en:mobile:user_guide:pasted:20200206-082602.png?800 | }}
-====== Editing a patient's details ======
+==== Editing a patient's details ====
 To edit a patient's details, tap the **edit** button at the end of the row for that patient. Easy!
@@ Line 34: / Line 59: @@
 {{ :en:mobile:user_guide:pasted:20200206-082736.png?800 | }}
-====== Viewing a patient's History ======
+==== Viewing a patient's History ====
 You can also view the history for a patient by tapping the **history** button.
@@ Line 46: / Line 71: @@
 Simply tap the "Prescribers" toggle button at the top of the window:
-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:
 {{ :en:mobile:user_guide:pasted:20200206-083207.png?800 | }}
@@ Line 53: / Line 78: @@
 {{ :en:mobile:user_guide:pasted:20200206-083028.png«?800 | }}
+==== 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
+{{ :en:mobile:user_guide:lookup-prescriber.png?400 | }}
+  * You’ll see a new window
+  * Enter some or all of the prescriber's first name, last name and/or Registration code
+  * Click **Search**
+{{ :en:mobile:user_guide:prescriber-lookup-results.png?800 | }}
+  * 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
+{{ :en:mobile:user_guide:prescriber-list-including-lookup.png?800 | }}
+  * 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
+{{ :en:mobile:user_guide:patient-lookup-no-records.png?250 | }}
 ===== Dispensing to a patient =====
@@ Line 61: / Line 109: @@
 {{ :en:mobile:user_guide:pasted:20200206-083434.png?800 | }}
+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
+{{ :en:mobile:user_guide:pasted:20200206-083750.png?800 | }}
+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).
+{{ :en:mobile:user_guide:pasted:20200206-083920.png?800 | }}
+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
+{{ :en:mobile:user_guide:pasted:20200206-084106.png?800 | }}
+  - Step 3: You can view the final results of the prescription and add any other details such as a comment.
+{{ :en:mobile:user_guide:pasted:20200206-084212.png?800 | }}
+Tapping the **Complete** button will finalise the prescription. That means that it's locked- you can't edit it any more.
+{{ :en:mobile:user_guide:pasted:20200206-084437.png?800 | }}
+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:mobile:setup:server_side|here]]
+The 2 configuration settings that must be set to "true" are:
+  * usesDispensarymodule
+  * usesPaymentsmodule
+Once enabled, when you arrive at the summary page where you check the details of a prescription, you will be shown a payment summary and each item will show its price:
+{{ :en:mobile:user_guide:pasted:20200208-013019.png?800 | }}
+The dropdown list under the "Payment" allows you to select the type of the payment. (Types are configured on the server).
+{{ :en:mobile:user_guide:pasted:20200208-013446.png?350 |  }}
+  * 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't have enough credit:
+{{ :en:mobile:user_guide:pasted:20200208-013826.png?800 | }}
+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:
+{{ :en:mobile:user_guide:pasted:20200208-013930.png?800 | }}
+===== 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 "plus" button to the right):
+{{ :en:mobile:user_guide:pasted:20200208-014947.png?800 | }}
+When entering the payment details, if the patient has an insurance policy, you can select it from the drop-down list:
+{{ :en:mobile:user_guide:pasted:20200208-015124.png?350 | }}
+You can use the **Edit** (the "pen") or **Add** (the "plus") buttons to add or edit insurance policies.
+If you click the **Add** button you can add an insurance policy:
+{{ :en:mobile:user_guide:pasted:20200208-015342.png?800 | }}
+The **Save** button is only enabled when you've entered a valid value in each field that is labelled as "required".
+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:
+{{ :en:mobile:user_guide:pasted:20200208-015623.png?303 | }}
+\\
+\\
+|  //Previous:  **[[en:mobile:user_guide:indicators|]]** | | Next:  **[[en:mobile:user_guide:cash_register|]]**//  |