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.

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).

Printing activity barcodes

To begin, select the activities for which you want to generate barcodes by ticking the tick box to the left of their entries in the list. You can select multiple activities at once. Once you've done so the Actions Menu will slide in from the right-hand side of the webpage.

Click on the Print Barcodes button and the available printers will be listed, along with the option to print a QR code for use exclusively with 2D barcode readers.

Click on the printer you want to use and the barcode label will be printed. If you chose Browser Printing then your web browser will handle the print job as opposed to PTS and a print preview will be displayed along with the option to choose an attached printer.

Available barcodes

• Activity
  Will record the activity for the current user and prescription.