How to navigate the main dashboard
This tutorial will provide you with an overview of the various actions you can perform on the main dashboard.
Updated 1 week ago
Purpose of the document
This tutorial will provide you with an overview of the various actions you can perform on the main dashboard.
Requirements to Complete Process
The pharmacy must have inventory loaded to access the action buttons on the dashboard.
The pharmacy must have recorded transactions to see the full available options to navigate the dashboard.
From the main dashboard, users can perform many actions including receiving edi orders and completing back-count audits.
Users can also record dispenses manually, and under the more button, record received inventory transactions, report lost or stolen medications, report damaged or expired medications, and move inventory between locations.
If you have a pharmacy management system integrated, then in the Pending Transactions section, you can view your pending transactions and click on them to view their details and confirm them.
Below in the Confirmed Transaction Section, you can view a historical record of your confirmed transactions. You can search for transactions using the search bar by drug name or any other information. Additionally, you can filter the transactions by action, drug schedule, users, or location
By using these features, you can efficiently manage your tasks on the main dashboard.