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.

1. Scan prescriptions.
2. Look in the upper left corner of the sales screen.
3. 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

1. Start from the Sales Screen.
2. Select Menu → System → System Configuration → System Settings → Pharmacy.
3. 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.

1. Select Menu → System → System Configuration → Report & Analytics Settings.
2. Select Dashboard tab.
3. Select an available Dashboard Row and Dashboard Column.
4. Select Average Daily Retail Sales (over last 30 days), using the dropdown menu.
5. 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.

1. Select Menu → System → System Configuration → Report & Analytics Settings.
2. Select Dashboard tab.
3. Select an available Dashboard Row and Dashboard Column.
4. Select Daily Retail Return Count (over last 30 days), using the dropdown menu.
5. 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.

1. Select Menu → System → System Configuration → Report & Analytics Settings.
2. Select Dashboard tab.
3. Select an available Dashboard Row and Dashboard Column.
4. Select one of the newly created KPI’s, using the dropdown menu.
5. Navigate to Menu → Main Menu → Dashboard to view the KPI.

Newly Created KPI’s:

• 3^rd party pay for the last 30 days – Bar chart
• 3^rd 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.

1. Select Menu → Main → Reports → Sales.
2. Select Customer Purchases → Select Report.
3. Select a date range → Select a single customer → Select desired filters.
4. Select Execute.