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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.
Note: 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 7 - Tray Track and press enter.
Type 4 - Tray Up and press enter.
The Tray Up screen displays.
- Type A to add a new record.
- Type into the appropriate field, the account number, patient name, tray number and station code for Tray Up, pressing 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 to save the data.
Note: The remaining fields in the Tray Information area of the screen will automatically populate with the date and time the job is entered into the system. The other fields populate based on how the system is configured (for example, the default may be to target all jobs for shipping
within 3 days of being received, and within a certain hour of the day)
Once 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 4 - Order Entry and press enter.
- Type the tray number and press enter.
The details from Tray Up display.
- Continue to process the order.