Manage Dispensary Request Templates

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 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 Item Type is set to Sundry. The Kit Type Codes window displays if Item Type 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.