Intake

To access the Intake Queue, click on Intake header in the notification bar below the file menu on the main screen or through its button located on the Dashboard if configured as such.

 

The intake queue can serve as a function that gathers all incoming scripts into the pharmacy, allowing the staff to partially enter and scan prescriptions into the system without requirement to process these scripts immediately.

To add a new intake, simply click the "New Rx Intake" radio button in the top left corner; to edit or process an intake created earlier, simply click it from the list.

 

When creating an intake, you specify the following:

Patient Name - Enter the patient for this intake; this can be changed later when processing the prescription if needed.

Insurance Plan - Select the insurance plan for this intake; this can be changed later when processing the prescription if needed.

Prescriber Name - Enter the prescriber for this intake; this can be changed later when processing the prescription if needed.

Drug - Enter the drug for this intake; this can be changed later when processing the prescription if needed.

Defer Date - Enter the defer date, but only if filling the prescription on a later date. Otherwise this is optional.

Remarks - Enter any and all remarks you may have.

After entering the above information, you can choose to:

"Save" and move onto the next Intake record to be added

"Save & Exit" to save and leave this screen

"Save & Process" to save and immediately process the intake prescription

"Delete" to delete an intake

"Cancel" to clear the screen

"Scan" to scan a hard copy and attach to the intake

"Options" to adjust scanner options

"Exit" to completely exit this screen

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