Notes

Overview

Setup is found in the grey left-hand side bar. Hover over the sidebar with the cursor and the bar will expand. Select Setup to expand a drop-down list of setup pages within PTS. To choose a setup page, select its name from the list.

Notes possibly represent the biggest single upgrade in PTS 5.

Fundamentally notes are used to quickly add additional data to a prescription. Notes are preconfigured by a system administrator, and are either selected on the prescription details screen or printed out and scanned with a barcode scanner.

By far the most common use of a note is to suspend a prescription for a set amount of time, and provide a reason why. Another extremely common example is a note that is recorded upon delivery of a prescription, that takes the signature and surname of the recipient and will not allow delivery to proceed without it. One final example is a note that sends itself as an SMS message to an outpatient when their prescription reaches the "waiting for collection" status.

As you can see notes not only store data but are also a means to provide customised additional control to meet your precise pharmacy requirements. They can be used to record errors, cancel a prescription, text a patient or ward, suspend a prescription and more. Notes can be recorded manually or automatically when the prescription meets specified criteria. They can be configured to prompt for additional data such as a signature, a date/time, or a hand typed string and so on, and you can configure how they look with customisable icons and colours, and even which types of user can see or record them.

Adding new notes

To create a new note access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Note button.

The process then continues in the note popup.

Editing existing notes

To edit an existing note, select the note you wish to amend by clicking on its entry in the list to load the note popup (note clicking the tickbox has another dedicated function).

Note Popup

Note details tab

The note details tab.

• Description
  An easily recognisable name for the dispensary.
• Contact details
  This is a free-format field where a telephone number, e-mail address or even some HTML code can be specified. This appears in various parts of the system.
• Clear user when booking-in
  Forces the user to select their own details when each prescription is booked in. Disable this if you intend to use a generic booking in account of some sort.
• Duplicate check mins.
  PTS can warn users if the same patient’s details are entered in quick succession on the basis that it could be an accidental duplicate. This field is used to determine the time span that applies.
• Dispensary close activity
  If an activity is specified here, it will be recorded automatically for all active users when the dispensary is closed. An instant, prescription-unrelated activity should be used, such as End of Shift.
• Show on login screen
  When enabled the dispensary will appear as an additional tab on the login screen, allowing for a simplified way for external users to log in.
• Use QR Codes
  Enable this to have the prescription labels print with a QR code instead of a traditional 1D barcode. QR codes are more robust and easy to scan but require a compatible scanner.
• e-prescribing options
  These settings will be used by TMSi and Trust IT when implementing an e-prescribing solution.