Difference between revisions of "Mobile App / Delivery User Guide"
(Created page with "<h2>Installation & Setup</h2> Please see the separate installation and setup guide available from tmsinsight.com for instructions on initial setup of the app. <h2>Opening the App & Logging In</h2> If the device is locked you will have to unlock it using your predefined password or unlock code. This code will have been set up by pharmacy IT and as such TMSi will not be able to give you the code or reset it for you. If you’re not sure how to unlock the device please con...") |
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If the device is locked you will have to unlock it using your predefined password or unlock code. This code will have been set up by pharmacy IT and as such TMSi will not be able to give you the code or reset it for you. If you’re not sure how to unlock the device please contact the pharmacy department. | If the device is locked you will have to unlock it using your predefined password or unlock code. This code will have been set up by pharmacy IT and as such TMSi will not be able to give you the code or reset it for you. If you’re not sure how to unlock the device please contact the pharmacy department. | ||
Open the app by tapping its icon on the device’s home screen. You will see a short animation while the app tries to connect to your PTS server. When that is complete you will see this login screen. | Open the app by tapping its icon on the device’s home screen. You will see a short animation while the app tries to connect to your PTS server. When that is complete you will see this login screen. Enter your username and password to log in. If your username and password are accepted, the device will download and process your prescription data. | ||
Enter your username and password to log in. | |||
If your username and password are accepted, the device will download and process your prescription data. | |||
<h2>Main Screen</h2> | <h2>Main Screen</h2> | ||
<h3>User Views</h3> | <h3>User Views</h3> | ||
At the top of the main screen, you will see a list of your assigned Mobile User Views. You can tap and scroll through the list to switch views. | At the top of the main screen, you will see a list of your assigned Mobile User Views. You can tap and scroll through the list to switch views. Your PTS administrator can name and set up user views for you in the main PTS application. User views define the filter criteria used for the list of prescriptions as well as the way they are sorted and grouped. You can have as many or as few as necessary and can switch between them whenever you want. Only user views of the Mobile type are used by the app. | ||
<strong><i>This guide will proceed with the default ‘Waiting for Collection’ and ‘Waiting for Delivery’ groups</i></strong>. | |||
<strong>This guide will proceed with the default ‘Waiting for Collection’ and ‘Waiting for Delivery’ groups | |||
<h3>Search</h3> | <h3>Search</h3> | ||
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In the main body of the screen, you will see all the prescription data for the view, grouped by whatever grouping parameter has been defined by your administrator. | In the main body of the screen, you will see all the prescription data for the view, grouped by whatever grouping parameter has been defined by your administrator. | ||
<strong>In this example the prescriptions are grouped by ward; grouping by bag is another typical set up.</strong> | <strong><i>In this example the prescriptions are grouped by ward; grouping by bag is another typical set up.</i></strong> | ||
<h3>Progress Button e.g. Collect/Deliver Button</h3> | |||
The Progress button serves the primary function of the app. Tap the button to progress the group of prescriptions to next stage of the delivery process. For instance, if the prescriptions are waiting for collection, this button will display the ‘collect’ icon and tapping it will collect all the prescriptions in the group. Similarly, if the group was waiting for delivery, the same button would display the ‘deliver’ icon and tapping it would deliver the group of prescriptions. | |||
Recording collection and delivery can require the recording of mandatory notes, as defined by your system administrator. Very typical is a surname and signature note to be required on delivery. | |||
<strong><i>Progressing a prescription or group is likely to move it to a different user view if they are filtered by ‘Status’</i></strong>. | |||
<h2>Notes</h2> | |||
The recording of notes is the biggest change for users of the PTS 4 delivery app. | |||
Notes can be recorded manually via the Add Notes button, or can be automatically recorded when performing a specific task, e.g. Delivery. The available notes, including automatic notes, are set up and curated by your PTS system administrator. | |||
<strong><i>Recording a note (whether automatically or manually), often involves prompting for additional input</i></strong>. This can involve prompting for free text, a date & time, a signature, and so on. | |||
<h3>Automatic Notes & Mandatory Notes</h3> | |||
Automatic notes are when an ‘auto-recorded note’ is added to the ‘on collection’ or ‘on delivery’ status of a prescription type. Where those notes also require additional information, <strong><i>this essentially makes the note mandatory when collecting/delivering an item and failing to enter the requested information will cancel the action</i></strong>. | |||
In the context of the delivery app, by far the most common use of notes is a mandatory delivery note to acquire a signature and surname of a recipient. If any prescriptions within the group require such a delivery note, upon recording delivery, you will be prompted to hand the device to the recipient for them to record a signature. The app will guide the recipient to sign on the line using their finger and to tap the green text when they are done. Similarly, if the note (or another relevant delivery note) requires a surname or some other free text, the app will prompt for it now. | |||
Enter the required information and tap the OK button. If any mandatory collection/delivery notes are not completed, then collection/delivery cannot proceed. | |||
Revision as of 16:14, 23 February 2022
Installation & Setup
Please see the separate installation and setup guide available from tmsinsight.com for instructions on initial setup of the app.
Opening the App & Logging In
If the device is locked you will have to unlock it using your predefined password or unlock code. This code will have been set up by pharmacy IT and as such TMSi will not be able to give you the code or reset it for you. If you’re not sure how to unlock the device please contact the pharmacy department.
Open the app by tapping its icon on the device’s home screen. You will see a short animation while the app tries to connect to your PTS server. When that is complete you will see this login screen. Enter your username and password to log in. If your username and password are accepted, the device will download and process your prescription data.
Main Screen
User Views
At the top of the main screen, you will see a list of your assigned Mobile User Views. You can tap and scroll through the list to switch views. Your PTS administrator can name and set up user views for you in the main PTS application. User views define the filter criteria used for the list of prescriptions as well as the way they are sorted and grouped. You can have as many or as few as necessary and can switch between them whenever you want. Only user views of the Mobile type are used by the app.
This guide will proceed with the default ‘Waiting for Collection’ and ‘Waiting for Delivery’ groups.
Search
Start typing in the search field to search through the currently selected user view.
Groups
In the main body of the screen, you will see all the prescription data for the view, grouped by whatever grouping parameter has been defined by your administrator.
In this example the prescriptions are grouped by ward; grouping by bag is another typical set up.
Progress Button e.g. Collect/Deliver Button
The Progress button serves the primary function of the app. Tap the button to progress the group of prescriptions to next stage of the delivery process. For instance, if the prescriptions are waiting for collection, this button will display the ‘collect’ icon and tapping it will collect all the prescriptions in the group. Similarly, if the group was waiting for delivery, the same button would display the ‘deliver’ icon and tapping it would deliver the group of prescriptions.
Recording collection and delivery can require the recording of mandatory notes, as defined by your system administrator. Very typical is a surname and signature note to be required on delivery.
Progressing a prescription or group is likely to move it to a different user view if they are filtered by ‘Status’.
Notes
The recording of notes is the biggest change for users of the PTS 4 delivery app.
Notes can be recorded manually via the Add Notes button, or can be automatically recorded when performing a specific task, e.g. Delivery. The available notes, including automatic notes, are set up and curated by your PTS system administrator.
Recording a note (whether automatically or manually), often involves prompting for additional input. This can involve prompting for free text, a date & time, a signature, and so on.
Automatic Notes & Mandatory Notes
Automatic notes are when an ‘auto-recorded note’ is added to the ‘on collection’ or ‘on delivery’ status of a prescription type. Where those notes also require additional information, this essentially makes the note mandatory when collecting/delivering an item and failing to enter the requested information will cancel the action.
In the context of the delivery app, by far the most common use of notes is a mandatory delivery note to acquire a signature and surname of a recipient. If any prescriptions within the group require such a delivery note, upon recording delivery, you will be prompted to hand the device to the recipient for them to record a signature. The app will guide the recipient to sign on the line using their finger and to tap the green text when they are done. Similarly, if the note (or another relevant delivery note) requires a surname or some other free text, the app will prompt for it now.
Enter the required information and tap the OK button. If any mandatory collection/delivery notes are not completed, then collection/delivery cannot proceed.