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.
Requires: 3.15.20Z +
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:
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
Go to Office Menu » Control Panel » Restaurant
Place a check-mark :
Go to Office Menu » Employees » Job Types
Set the following authorizations for the job types shown below: