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.

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:

Select Option 7 - Tray Track and press Enter.

Select Option 4 - Tray Up and press Enter.

The Tray Up screen displays.

Press “A” to add a new record.
Enter the account number, patient name, tray number, and station code for Tray Up into the appropriate fields, 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.

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, you may enter the job through Rx or Stock Order entry.

From the Optifacts main menu:

Select Option 4 - Order Entry and press Enter.

Enter the tray number.

The details from Tray Up display.

Continue to process the order.

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Optifacts Knowledge Base

Enter an Incomplete Order (Tray Up)

Introduction

Procedure