How do I record stock deliveries?

Stock Deliveries: You will need to record medication Deliveries to your facility from Pharmacy or from a wholesaler. To do this, use the Deliveries tab under Stock.

Overview of the Stock Deliveries page

1. Click on the Stock tab, then click on Deliveries
   
   
2. On the Deliveries page, you may sort the Deliveries by Date, or by Date Range
3. Click Search after applying each filter
4. Click Clear to clear your search filters
5. You may sort by Drug name
6. Then click the Search button
7. You may sort by Supplier
8. Click the Clear button to clear your search filters

You may search by S8’s Only. If your search does not yield results, check the Status sort to ensure you are searching by Completed or Reversed.

Receiving a Stock Delivery

1. Click the arrow next to the Supplier name to view details of the Delivery
2. Details of the deliveries are clearly visible on this page.
3. If the Resident name field is blank, this means the medication was delivered for Imprest, Ward Stock or Emergency Meds.
4. Click on the New Delivery button
5. Begin typing the Supplier name into the field. Text is predictive and you may make your selection from the list that displays

Adding a Supplier

If the Supplier has not yet been added to the database, click the Add Supplier button.

1. Click into the Date field
2. Use the calendar to select the Date of delivery
3. Click into the Invoice Number field. Enter the Invoice Number or follow your facilities policies regarding entry into this field 
4. Click into the Notes field
5. Enter relevant notes regarding this delivery
6. Select whether this delivery relates to a Resident Medication or Imprest/Emergency Meds/Ward Stock
7. Enter the Resident’s Name into the Resident name field. You could also search by the resident’s Medicare Number
8. Click the Search button (Include inactive residents if applicable)
9. Select the correct resident
10. Click into the Search for Prescriber field. If the prescriber has not been added to your database, click the Create prescriber button
11. Click on the Prescriber’s name to select
12. Then click into the Search Medication field
13. Begin typing the name of the medication - Ensure that the brands being selected is the same as the one that has been prescribed or dispensed.
14. If generic is prescribed, enter the generic name
15. From the options that display ensure you select the correct medication
16. Then move to the Quantity field and enter the quantity of the medication delivered
17. After you have entered the quantity click the Add button

• • You may receive multiple medications for your resident, multiple residents or Imprest/ward stock.
  • Simply repeat the process by entering a new medication if this is the same Prescriber. 
  • If the next medication is not from the same Prescriber, click the Change Prescriber button
  • If you have multiple medications you may choose to select the Receive Delivery + New button 
  • You may then repeat this process by selecting a different resident, receiving Imprest/Ward Stock or using a different prescriber’s name

18.    Select the Receive Delivery button

• • The Primary nurse should enter their Username, Password and click Sign
  • The witness should then enter their Username, Password and click Sign

• • You will be returned to the Deliveries page 

19.    Locate and expand the arrow next to the delivery transaction details. Confirm the details

• • If you need to Reverse this delivery click the Reverse Delivery button

20.   The Witness should then enter their Username, Password and click Sign
You will be returned to the Deliveries page, where the status is clearly marked as Reversed

 

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