Automatically charge scripts to patient’s accounts by configuring associated nursing homes. 

Depending on the Nursing Home configuration and the option selected from the Script Options menu at the end of dispensing, the scripts may be invoiced to customer accounts: 

  1. Immediately, or
  2. Automatically as part of End of Day (EOD) process.

 

Prerequisites

These conditions must be met before auto invoicing scripts:

1. The nursing home is configured for auto invoice. Refer to Set up Nursing Homes.

If you use Quick Dispense, please contact Minfos Support before enabling Auto Invoice to review your set up. Advise if you are a 

a. Hub (i.e. you want stock on hand (SOH) to reduce for items when dispensing), or 

b. Spoke (i.e. you do not want SOH to reduce as it’s being provided by a third party packing provider).

Note: If you are a Meditec Hub you cannot use Auto Invoice.

2. The patient has an account or is linked to an account. Refer to Add a new customer account or Link customer accounts.

3. The patient is assigned to the nursing home. Refer to Add a Patient to a Nursing Home.


Auto Invoice for items dispensed via Quick Dispense

Note: When your patient has a virtual pill box, only items dispensed via Quick Dispense can be auto invoiced as part of EOD. The first dispensing of a script or chart (to make it available to queue) needs to be invoiced to the account manually by selecting the Z. Pill Box option from the Script Options menu. Refer to Charge a script via Z. Pill Box for more information.

Scripts dispensed via Quick Dispense will automatically charge to the patients accounts during the automatic End of Day (EOD) process. Refer to Dispense a script via Quick Dispense to learn how to dispense via Quick Dispense.

When the EOD auto invoice process runs:

If your pharmacy is a Hub (stock is provided to patients by the pharmacy)

If your pharmacy is a Spoke (packed stock is provided to patients by your third party packing provider)

1. The scripts are charged to the patient’s account.

2. Integrated Virtual Pill Boxes (VPB) are updated, and 

3. The SOH is reduced.

1. The scripts are charged to the patient’s account.

2. Integrated Virtual Pill Boxes (VPB) are updated, and 

3. The SOH is reduced accordingly:

a. For packed items the SOH will NOT reduce.

b. For non-packed items* the SOH will reduce. 


* Check with your packing software to confirm if they integrate with the non-packed flag. Minfos Packing does not queue non-packed items and therefore does not manage this flag. 

  • If your packing provider does not integrate with the non-packed flag, the recommended process is to manually charge these scripts on the day you dispense them, either by selecting I. Invoice to Account from the Script Options menu or from the Till
    • If non-packed items are Auto Invoiced the SOH will not reduce

 

Auto Invoice for items dispensed via the Dispense Form

Note: Use this process for patient’s that do not have a VPB. Refer to the Auto Invoice for items dispensed via Quick Dispense section of this article for patients that do have a VPB.

To auto invoice scripts dispensed directly on the Dispense Form either: 

1. Select X. New Customer from the Scripts Options menu at the end of dispensing or 

2. Do not charge scripts at the time of dispensing and Minfos will automatically invoice during the EOD process. 

The scripts are charged to the associated account and the SOH is updated accordingly.