TDS POS ENHANCEMENTS
Created a new service to address common support issues related to the Transaction Handler interface with Rx30
Why: After research with our support team, we've identified several non-program related issues that we can address automatically to ensure high Transaction Handler uptime.
How: Update to the newest version of TDS POS (2.0).
Added a flag on the sales screen to indicate when a customer has an active, chargeable AR account
Why: Provide the POS user the opportunity to identify if a customer has an active AR account without having to navigate through the entire sales process and/or delivery process. This only applies for users that have automatically add Rx customer to ticket enabled (see below for steps to enable).
How: Start from the Sales Screen.
- Scan prescriptions.
- Look in the upper left corner of the sales screen.
- A/R will appear directly under the customer name, as long as the following criteria match:
- Customer has an A/R account that is active and is chargeable.
- System configuration setting for automatically add Rx customer to ticket option is enabled. See below for steps to enable that setting.
How to enable Automatically Attach a Customer Name to a Ticket
- Start from the Sales Screen.
- Select Menu → System → System Configuration → System Settings → Pharmacy.
- Check Automatically Add Rx Customer to Ticket.
Enhanced the way prescriptions are flagged in workflow as sold when creating deliveries
Why: Changed the workflow flags for a better workflow process.
How: Update to the newest version of TDS POS (2.0).
TDS POS Bug Fixes
List of Bug Fixes
- Corrected an issue where departments and categories were being displayed at incorrect levels.
- Allow 3 decimal places for OTC controlled tracking "Drug Amt" fields on add/edit item screen.
- Prevent newly created items from being saved without a vendor in the add/edit item maintenance screen.
TDS POS REPORTS & ANALYTICS
KPI for Average Daily Retail Sales (over last 30 days) - Line Chart
Why: This KPI represents retail sales summarized by day over the last 30 days. The KPI’s range (y-axis) is the summary by day in dollars, and the KPI’s category (x-axis) indicates the last 30 days as day and date. In addition to the plot line for the daily sales, there is a trendline indicating any up or down trend in sales. Only days with retail sales are included in the results.
How: Start from the Sales Screen.
- Select Menu → System → System Configuration → Report & Analytics Settings.
- Select Dashboard tab.
- Select an available Dashboard Row and Dashboard Column.
- Select Average Daily Retail Sales (over last 30 days), using the dropdown menu.
- Navigate to Menu → Main Menu → Dashboard to view the KPI.
KPI for Daily Retail Return Count (over last 30 days) – Bar Chart
Why: This KPI represents the number of retail items returned per day over the last 30 days. The KPI’s range (y-axis) is the return count per day, and the KPI’s category (x-axis) indicates the last 30 days as day and date.
How: Start from the Sales Screen.
- Select Menu → System → System Configuration → Report & Analytics Settings.
- Select Dashboard tab.
- Select an available Dashboard Row and Dashboard Column.
- Select Daily Retail Return Count (over last 30 days), using the dropdown menu.
- Navigate to Menu → Main Menu → Dashboard to view the KPI.
Created 16 new KPI’s (per day for last 30 days)
Why: During the initial rollout of our TDS POS Dashboard, we introduced 16 key performance indicators. The original KPI’s covered 12-month periods. We have taken those same KPI’s and introduced 30-day periods.
How: Start from the Sales Screen.
- Select Menu → System → System Configuration → Report & Analytics Settings.
- Select Dashboard tab.
- Select an available Dashboard Row and Dashboard Column.
- Select one of the newly created KPI’s, using the dropdown menu.
- Navigate to Menu → Main Menu → Dashboard to view the KPI.
Newly Created KPI’s:
- 3rd party pay for the last 30 days – Bar chart
- 3rd party pay for the last 30 days – Line chart
- Patient pay for the last 30 days – Bar chart
- Patient pay for the last 30 days – Line chart
- Receipt and Rx count for the last 30 days – Line chart
- Receipt and Rx count for the last 30 days – Stacked bar chart
- Receipt Count for the last 30 days – Bar chart
- Receipt Count for the last 30 days – Line chart
- Retail and Rx Sales for the last 30 days – Line chart
- Retail and Rx Sales for the last 30 days – Stacked bar chart
- Retail Sales for the last 30 days – Bar chart
- Retail Sales for the last 30 days – Line chart
- Retail Sales for the last 30 days Rx Count – Bar chart
- Retail Sales for the last 30 days Rx Count – Line chart
- Retail Sales for the last 30 days Rx Sales – Bar chart
- Retail Sales for the last 30 days Rx Sales – Line chart
New Customer Purchases report to show sales history by customer
Why: Provides a list of purchases (retail and/or Rx) for a specific customer. There are filters for purchase date and a specific customer, with additional options to search by receipt and/or payment customer, and group by department and/or item.
How: Start from the Sales Screen.
- Select Menu → Main → Reports → Sales.
- Select Customer Purchases → Select Report.
- Select a date range → Select a single customer → Select desired filters.
- Select Execute.
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