This article covers how to add or edit a Customer record in Minfos Dispense.
Step by step instructions
From the Dispense Form:
1. Type in the patients Surname and First Name and press [Tab] to search.
Or you can click Add, skip step 2.
2. Either the Customer Search Window is displayed, click Add.
3. If the patient does not exist in your database, the Customer Entry window is displayed automatically, refer to Automatically Add Patient on Search Fail for more information.4. Refer to the two images below to add the patient details. If you have My Health Record configured the red fields are mandatory. Refer to My Health Record for more information.
Preferred Names: This name will be used anytime the patient name is required in Minfos e.g. at the Till, customer reports, account statements etc. If Medicare Names are not populated the Preferred Names are used for PBS Online.
a. Enter the patient's preferred First Name.
b. Enter the patient's preferred Surname.
c. If the patient has a different first name/surname on their Medicare Card, click Copy Names. Skip steps c and d if both names are either different or the same.
Medicare Names: Medicare Names can be left blank, if left blank scripts will transmit via PBS Online under the Preferred Names.
d. If Copy has been used, these fields now matches the Preferred Name First Name & Surname, update if required. If Copy was not selected then enter the First Name and Surname listed on the patients Medicare Card.
e. Enter the Patient’s Title.
f. The Patient's Gender will pre-populate for some Titles entered, click the drop-down to adjust if required.
g. Enter the Patient’s Street address.
h. Enter the Patient’s Suburb.
i. Click Find to search for the suburb, this will automatically update the State and Post Code or
j. Click the State dropdown and make the correct selection.
k. Enter the Patient’s Post Code.
l. Enter the Patient’s Home Phone, if required.
m. Enter the Patient’s Work phone, if required.
n. Enter the Patients Mobile number, this number will be used if you have SMS connect configured and this will be the number that eScripts repeat tokens will be sent to.
o. Enter the patients Email address, this will be the email that eScript repeat tokens will be sent to.
p. Check the Use this email for account checkbox if your patient has requested email account statements. Refer to Email customer account statements for more information.
q. By default the Customer Type is 1. Customer, click the drop-down to adjust. If this Patient is a Doctor and will have Doctor's Bag prescriptions dispense, select 2. Doctor. Refer to Dispense a Doctor's Bag Prescription for more information.
r. Enter the Patient's DOB.
s. Check the Pregnant checkbox if required, this will need to be un-checked manually at a later date.
Image 2:a. The patients preferred Doctor can be recorded, if required.
b. Enter the Patient's Medicare No..
c. Click # to use a Special Medicare Number. This number will NOT be saved for future dispensing's.
d. Enter the Medicare Expiry date, if the date is not entered the Dispense Form will prompt each time the patient is selected. The prompt can be disabled, refer to Prompt for Expired Medicare Card for more information.
e. Consent will default to All Scripts, adjust if required.
f. Enter the Patient's Concession No., if required.
g. Enter the Concession Expiry date, if required.
h. Enter the Safety Net No. number if applicable.
i. The Safety Net Expiry date should populate with the correct date e.g. 31/12/2021. If the date is incorrect double check the Safety Net number has been entered correctly.
j. Enter the Patient's Repat No.,
k. Enter the Repat card expiry date.
l. Click the Repat Type drop-down and select the appropriate option.
m. The Type will update according to the card numbers and Customer Type selected, if required click the drop-down and select the correct option.
n. If applicable, enter the Patient's Health Fund details, health fund numbers and expiry dates.
o. If applicable, click the Customer Carer drop-down and select the correct option:
p. The Carer Name field will now be enabled, enter the Carer code and press [Tab].
q. Enter a Ward and Bed Number, if applicable.
r. Check the Account Customer checkbox if the customer will have a pharmacy account.
s. Click the Co-Pay Status drop-down and select the appropriate option. Refer to Set Co-Payment Discount default to adjust your default setting.
t. Check the Scripts on File checkbox, if applicable.
u. If you have My Health Record configured, click the IHI search, to link the patient.
2. Click Okay to save and continue dispensing to this customer.