TDS POS Release Notes - October 2020

TDS POS NEW ANALYTICS

KPI for Daily Rx Return Count – Last 30 Days – Bar Chart

Why: Provides a 30-day snapshot of the number of times per day a store has issued a refund on a prescription.

How: Start from the Sales Screen.

  1. Select Menu System System Configuration Report & Analytics Settings.
  2. Select Dashboard
  3. Select an available Dashboard Row and Dashboard Column.
  4. Select Daily Rx Return Count Last 30 Days Bar Chart, using the dropdown menu.
  5. Navigate to Menu Main Menu Dashboard to view the KPI.

 

KPI for Avg Days in Bin – Last 30 Days – Line Chart

Why: Provides a 30-day snapshot of the average length of time a prescription was in the bin prior to being sold.

How: Start from the Sales Screen.

  1. Select Menu System System Configuration Report & Analytics Settings.
  2. Select Dashboard
  3. Select an available Dashboard Row and Dashboard Column.
  4. Select Avg Days in Bin Last 30 Days Line Chart, using the dropdown menu.
  5. Navigate to Menu Main Menu Dashboard to view the KPI.

 

KPI for Avg Daily Rx Sales – Last 30 Days – Line Chart

Why: Provides a 30-day snapshot of the average price of a prescription.

How: Start from the Sales Screen.

  1. Select Menu System System Configuration Report & Analytics Settings.
  2. Select Dashboard
  3. Select an available Dashboard Row and Dashboard Column.
  4. Select Avg Daily Rx Sales Last 30 Days Line Chart, using the dropdown menu.
  5. Navigate to Menu Main Menu Dashboard to view the KPI.

 

TDS POS ENHANCEMENTS

Added Detailed Rx Information and Resized the New All Available Feature

Why: This is a new feature in the POS system that was recently added, and based on customer feedback, we made some improvements to the screen size and information that is available for each prescription that displays in the window.

How: In order to view the enhancements, the feature must be enabled. Please use this feature with caution, as it provides the ability to add multiple prescriptions to the Sales Screen without having to scan each individual prescription.

To Enable the Display All Available Rx’s feature:

  1. Select Menu System System Configuration System Settings Pharmacy Check Display All Available Rx’s

What has changed:

Once a prescription has been scanned, the Available Rx’s for <Patient Name> window will appear with the following enhancements:

  • Highlight a specific Rx row to view the details of that Rx, which includes the Rx #, Refill #, Workflow Status, Date/Time Filled, Next Available Fill Date and any notes attached to the Rx from the Pharmacy System.
  • The window has been stretched to accommodate the new information that is being displayed.

 

Added an Option for the Cashier to Type a Customer’s Name (whom is picking up the prescription) on the POS Signature Prompts Acceptance Screen

Why: There are times when a signature from a patient is illegible. We have received requests for an option to manually type a patient’s name (by the cashier) on the Signature Acceptance Screen.

How: See below for highlights of this new feature. This feature is automatically enabled for all users but is not a required field.

  1. Scan all prescriptions.
  2. Complete all signature prompts.
  3. The Signature Prompts Acceptance Screen (aka Signature Prompts Screen) will appear.
  4. A new *optional Customer Name text field will be available for the cashier to type in the customer’s name who signed for the prescriptions.
  5. This typed name will be added to applicable reports (See below).

 

Added Manually Typed Customer Name Captured on the Signature Prompt Screen to Reports

Why: This is the second part of the enhancement of capturing a customer’s manually typed name during the signature capture process of a sale. The captured name will appear on 3 reports.

How: See below for the reports that will include the manually captured customer name.

  • HIPAA
  • Rx Pickup Log
  • Rx Tracking Log

 

Added an option for a one-time customer in the Relationship to Patient Feature

Why: We received feedback from multiple customers asking for an option to add a one-time customer field during the relationship to patient process.

How: See below for the new one-time customer field flow.

To Enable the Relationship to Patient Feature:

  1. Start from the Sales Screen.
  2. Select Menu System System Configuration POS Tracking Relationship
  3. Check Prompt For Relationship on Rx’s.
  4. Select either Track All Rx’s OR Track Controlled Rx’s Only.
  5. Select Save Settings Ok.

 

To Use the Relationship to Patient Feature with the One-Time Customer Option:

  1. Start from the Sales Screen.
  2. Scan a prescription.
  3. Select No after the prompt appears asking, “Is this the customer?”
  4. Select One Time Customer.
    • The Assign Relationship screen will appear, and the Rx Customer will display with the pick-up customer name EMPTY.
  5. Type the person’s name that is picking up the prescription in the Enter Customer Name Picking Up
  6. Highlight/Select the relationship (of the person’s name in the Picking Up field to the patient’s name in the Rx Customer field).
  7. Select Ok.
  8. Customer name will attach to the ticket and appear in the upper left corner of the Sales Screen.

 

Additional Enhancements to the Relationship to Patient Feature

Additional Enhancements:

  • Renamed the Add button to read Customer Search and moved it to the bottom of the Patient For Rx
  • Moved the Change and Delete buttons so they will only appear once a relationship to patient is selected, which is after selecting the Show Details
  • Once a relationship is established, it will be saved for future use, when using the relationship to patient feature.
  • Added two new fields to the Select Relationship screen:
    • Rx Customer Name
    • Pick-up Customer Name – This is a non-editable field, unlike the new one-time customer screen.

 

Signature Settings Configuration Screen Redesigned

Why: As more features are added to the Point of Sale system, screen design becomes increasingly important. Therefore, the signature settings screen in the system configuration section has been redesigned to account for the manual entry of customer name signature feature.

How: To view the newly designed signature settings screen, start from the Sales Screen.

  1. Select Menu System System Configuration Signature Settings.
  2. The redesign splits the screen into two sections:
  3. Signature Options – Located at the top of the screen and includes signature capture method, wireless options for mobile, and the new Require Entry of Customer Name for Signatures
  4. Signature Display Options – Includes the existing options for enabling signature capture and editing signature display questions for the following: One Prompt for all Signatures, Store Charge (AR), Codeine, Rx Pickup, Classed Narcotics, HIPAA, Pseudoephedrine, Dextromethorphan, Counseling, and Non-Child Proof Caps.

 

Redesigned the Receive Purchase Order Screen

Why: Based on customer feedback, the receive purchase order screen has been redesigned to assist with the flow of using this feature.

How: Navigate to the Receive Purchase Order Screen.

  1. Start from the Sale Screen.
  2. Select Menu Administration Inventory Management Purchase Orders Receive Purchase Orders.
  3. Highlight a specific purchase order Select Receive Highlight an Item.

What Changed:

  • Removed the PO Status option from the upper right corner and replaced it with the Detailed Item Description window, which is now located in the upper right corner.
  • All fields that are non-editable will no longer appear in a text box, which will provide clarity of which fields are editable and which fields are not editable.
  • Added a wholesaler EDI Status Column, which is an acknowledgement that comes from the EDI process. If not using EDI, the field will always read No Acknowledgement.
  • Items that need attention will be displayed first on the purchase order receive screen, only if using EDI with your wholesaler (i.e. Rejections, changes, ordered 3 but only received 1, ordered specific item but receiving a replacement item, etc.).

 

TDS POS Bug Fixes

Bug was Fixed for Already Sold Prescriptions being Shown as Available

Why: When prescriptions are touched in the Pharmacy system after they have been sold in the POS, the workflow status was changed back to Will-Call. This issue has been resolved by adding protection to only update prescriptions that have only been sold.

How: Update to the newest version of TDS POS to receive the bug fixes and enhancement.

 

Corrected an Exception for Rejected Items when Processing 855s

Why: When an item on a purchase order was rejected because of an incorrect item number, the item number was missing in the response from the Vendor, causing the acknowledgement file to not process. This issue has been corrected.

How: Update to the newest version of TDS POS to receive the bug fixes and enhancement.

 

Corrected an Exception when Adding New Items to Inventory

Why: An issue with adding items was discovered and corrected in a separate hotfix TDS POS release.

How: Update to the newest version of TDS POS to receive the bug fixes and enhancement.

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