Dispensary Requests

Providers should submit a request for kits and sundries they need prior to their scheduled appointment. This allows staff time to prepare them to be checked out of the location. Dispensary requests display in the Requests tab.

Note: In some situations, a provider may require another staff member to make a request and use the printed receipt to pick up the kit for them using an appointment.

Example: A provider requires another kit to complete a treatment and cannot leave the appointment. They ask the hygienist to make a request, print the receipt, and check the kit out from the clean dispensary. Because the provider’s name displays on the printed receipt, the hygienist can scan the receipt at the dispensary location and check out the kit without swiping the provider’s ID card.

You can submit a dispensary request using one of two methods:

  • Automatic dispensary requests: If set up, a request is submitted automatically when an appointment is scheduled, and the treatment is specified.
  • Manual dispensary requests: Providers can submit a manual request if they add individual kits to an appointment or when the required equipment changes. Manual requests are completed from the Patients and Personal Planner modules.
  1. Open one of the following modules to the Dispensary Request window:
    • Patients module

      1. Open the Patients module and select a patient.

      2. Right-click the patient name and select Dispensary Request.

    • Personal Planner module

      1. Open the Personal Planner to the Lists tab and click the Dispensary sub-tab.

      2. Click the Create a new Record () icon.

  2. Complete the fields as necessary and click the Create a new Record () icon.

    3. Tip: Request templates allow you to submit dispensary requests more quickly. If defined, click Load to open and select an existing template.

    Field Description
    Dispensary Select a clean dispensary location from the drop-down list.
    Provider

    This field defaults to the logged-in user but represents the provider that this request is for.

    If making the request for another provider, you can click the ellipsis to change the provider.
    Date Out / Time Out Select the date and time the provider requires the kit(s).
    Item Type

    Select one of the following from the drop-down list:

    • Sundry: A one-time use disposable product.

      • Note: If selected, the Code ellipsis displays disposable product codes.

    • Kit: A reusable item or group of items.

      • Note: If selected, the Code ellipsis displays disposable product codes.

    Code Click the ellipsis to select a sundry or kit type code.
  3. Repeat Step 2 for each kit/sundry you are adding to the request.

  4. (Optional) Remove dispensary item(s).

    1. Select a listed item and click the Delete () icon.

    2. When prompted, click Yes to confirm the deletion.

  5. (Optional) Click Save… to save the list of items as a dispensary request template.

  6. Click OK to submit your request.

  7. When prompted to print the kit request receipt, click Yes or No as necessary.

Request templates allow providers to submit their dispensary requests more quickly. If there are one or more templates defined, providers can load an existing template from the Dispensary Request window.

To manage Dispensary request templates:

  1. Open the Dispensary Request window using one of the methods outlines above.

  2. Click Load... to display the Dispensary Template List window.
  3. Review the listed entries.

  4. To perform another task, complete any of the following:
    1. Click the Clear Data () icon.
    2. Complete the fields as necessary and click the Add a new Record () icon.
      3. Field Description
      Code Enter a unique ID for the dispensary template.
      Description

      Enter the full name of the dispensary template.

    1. Select a listed template.
    2. Make any necessary changes and click the Modify Record () icon.

    1. Select a listed template and click the Delete Record () icon.

    2. When prompted, click Yes to confirm the deletion.
    1. To preview the Dispensary Template List report, click the Preview Report () icon.
    2. To print the Dispensary Template List report, click the Print Report () icon.
    1. Select a listed template and click the Edit Dispensary Template () icon to display the Edit Dispensary Template window.
    2. Review the template items.

    3. To perform another task, complete any of the following:
      1. Click the Clear Data () icon.
      2. Complete the fields as necessary and click the Add a new Record () icon.
        3. Field Description
        Provider / Dispensary Read-only fields that display the provider that is making the request and the description of the request template.
        Item Type

        Select the type of item being requested.

        • Sundry
        • Kit
        Code

        Click the ellipsis to display the Sundry List or Kit Type Codes window and select an item to request.

        Note: The Sundry List window displays if the Item Type field is set to Sundry. The Kit Type Codes window displays if the Item Type field is set to Kit.
      1. Select a listed entry.
      2. Edit the fields as necessary and click the Modify Record () icon.

      1. Select a listed entry and click the Delete Record () icon.

      2. When prompted, click Yes to confirm the deletion.