How to: Set Up Flow Profiles

In this article

To set up flow profiles

Prescription Flow Profile Step

Flow Profiles are special profiles that are used for the prescription terminals. The flow profile decides in what order information about the prescriptions are sent from the pharmacy, for example, to the insurance company.

Usually, there are two types of prescription flow profiles, one for the selling the prescription (RX) and one for crediting the prescription (CREDIT).

To set up flow profiles

  1. Go to Departments - LS Retail - Pharmacy - Pharmacy Setup - Administration - Other - Flow Profiles.
  2. Click New on the Home action menu.

  3. Fill in the fields in the General FastTab as described in the following table:

    Field Description
    Profile ID Here you give the prescription flow profile an ID.
    Description Here you write a description of the prescription flow profile.

In the Prescription Flow Profile Step FastTab there are various setup options available.

Prescription Flow Profile Step

The Prescription Flow Profile can have up to 8 steps. Each step can be defined with 14 choices. Each step is linked to the status of the Prescription Order.

In the following table, each step of the flow is explained.

Step / Line Description
From Registration This step is executed when the order is moved from status In Process. The order either gets the status Control or Approved when this step is completed. Typically, the next step in the Flow Profile is either Awaiting Control (if Final Control is used) or Awaiting POS. Before moving the order from In Process, the relevant checks and actions defined in the From Registration step are executed (for example Lines Approved, Pick Control Needed).
Awaiting Control This step is only used internally in the system and does not need to contain any validation. It is defined between From Registration and From Control in the Flow Profile Setup when Final Control is used.
From Control The step is executed when the order is moved from status Control. The order usually gets status Approved when this step is completed. Before moving the order from Control to Approved, the relevant checks and actions defined in the From Control step are executed (for example Final Control Needed).
Awaiting POS This step is only used internally in the system and does not need to contain any validation. It is defined between From Registration / From Control and To POS in the Flow Profile Setup.
To POS This step is executed when the order is moved from status Approved. Typically when the order is opened on POS for payments. Before moving the order from Approved, the relevant checks and actions are executed. When the order has been paid on POS, its status is changed to Sold on POS.
From POS Not used.
Awaiting Posting This step is executed when the order is moved from status Sold on POS to being a Posted Prescription Order. Before posting the order, actions like posting insurance can be executed according to setup.
Posting Not used.

In the following table, each choice for the steps are explained:

Field Description
Re-Calc Order All the lines in the order are recalculated.
Post Withdraw Post withdrawal from e-prescription database (internal or external).
Upload Prescriptions The prescription is uploaded to the e-prescription database.
Line Needed At least one line needs to exist in the order.
Pick Control Needed All lines must have pick control done.
Lines Approved All lines must be approved.
Final Control Needed The order needs final control to be processed.
Ask for No. of Bags The system will ask how many bags are needed.
Confirm Insurance Insurance request is sent to the insurance company.
Post Insurance Insurance is posted (external database).
Post Document Document is posted to Posted Prescription Order / Posted Prescription Order Line.
Confirm Next Step Confirmation window appears before proceeding.
Confirm Prompt Confirm text window appears before proceeding.
Message After Step Message window appears indicating that the step is finished.