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Point of Sale (POS) Navigation

Point of Sale (POS) Navigation

Products and Items

Adding A New Product

Editing An Existing Product

Adding Items to a Patient’s Account

Submitting Orders and Updating McKesson Credentials

Payment Terminal Integrations

Global Payments Terminal Setup

Moneris Payment Terminal Setup

Clover Payment Terminal Setup

Checkout and Payments

Refunds and Free Sales

Adding Credit to a Patient Account

Splitting Payments (Two Card Transactions)

Preventing the Cash Drawer from Opening for Credit/Debit Transactions

Outstanding / Unpaid Payments in Reports

Accessing and Reprinting Receipts

End of Day Settlement (Close Till)

Patients and Clinical Services

Adding, Viewing, Activating, and Managing Patient Profiles

Generating Reports and Clinical Documents from a Patient Profile

Completing a MedsCheck

Scheduling Appointments


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