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Table of Contents (on this page)
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Introduction
The following procedure provides instructions for entering and saving an incomplete Rx or Stock order
,for tracking purposes
,until complete order information becomes available.
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To perform this procedure, you must have a copy of the order form containing the account name, patient name, and tray number. |
Procedure
From the Optifacts main menu:
Type Select Option 7 - Tray Track and press enterEnter.
Type Select Option 4 - Tray Up and press enterEnter.
The Tray Up screen displays.
- Type A Press “A” to add a new record.
- Type into the appropriate field, Enter the account number, patient name, tray number, and station code for Tray Up into the appropriate fields, pressing enter Enter past each. (Check with your supervisor for the correct station code.)
- You may also enter the date and time needed if necessary.
- Press escape Escape to save the data.
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The remaining fields in the Tray Information area of the screen will automatically populate with the date and time |
of job entry. The other fields populate based on how the system is configured (for example, the default may be to target all jobs for shipping |
within |
three days of being received |
and within a |
particular hour of the day) |
Once the customer provides the missing information is received from your customer, you may proceed to enter the job through Rx or Stock Order entry.
From the Optifacts main menu:
Type Select Option 4 - Order Entry and press enterEnter.
- Type Enter the tray number and press enter.
The details from Tray Up display.
- Continue to process the order.
To view and download these instructions as a PDF file, click on the following document image.
View file name Enter an Incomplete Order (Tray Up).pdf height 250