TouchStore systems refer to Doctors, Dentists, Prescribers etc... as Professionals. Like any other type of information in the system, you need to able to maintain these records and add and change them as needed.

Below you will find details on how to handle these Professionals records.

General Professional Configuration

Professionals are maintained within the Local Rx Application. To view your list of Professionals:

• Open Modules -> Configuration

• You may be prompted to enter your PIN

• In the Menu Bar at the top of the screen click the Professionals button:

• You will now see the list of Professionals set up on your system

From this screen, you can Insert, Edit or Delete a Professionals record.

Edit an existing Professional

An existing professional's details can be edited on the maintain professionals screen

A professional can be searched by any of the following information fields:

• Name : The Professionals Name
• Code : MCN (Medical Council (of Ireland) Number)
• GMS Number The GMS number of the
• Address : The practices address
• Phone : The Practicces phone number
• Fax The Practices fax number

To search for a professional using specific criteria:

• Select the specific criteria by clicking the heading you wish to search by.
  • e.g. to search by their GMS number, click GMS.
  • N.B. the GMS heading will shift to the left of the list of results, indicating that it is the main search criterion
  • Enter in the GMS number and select the Professional.

Once you have found the professional record you wish to edit:

• Highlight the professional by clicking it and select Edit located on the bottom of the screen.

The Edit Professioinal page will open.

Note Please ensure that if any changes are made on this page that Ok is selected

Delete an existing Professional

To delete a professional,

• Open the professional Maintainence screen
• Search the professional

• Highlight the professional and select the Delete button located on the bottom right of the page.

• The system will then ask you 'Are you sure you wish to DELETE this record?'
• To Delete the professional, select Yes
• To cancel, select No

Create a new Professional

To create a New Professional start by selecting Modules -> Configuration.

• Select Professionals located on the top of the screen

• In maintain Professionals select Insert

This will open the Insert Professional page.

The following fields are mandatory:

• First Name
• Surname
• GMS Code
• Local
  • It is very important that you ensure to tick the Local box if you are going to be using this Professional regularly. This tickbox controls whether the Professional shows up in quick searches via Name or GMS Number while dispensing. Otherwise you will need to take more time to open the Advanced Search and locate the record which can slow down the dispensing process._
• Can Dispense
• Type(s) - Prescriber / Doctor / Dentist / Veterinarian / Clinic Hospital
  • Tick all that apply to this Professional record

If this Professional record represents a Doctor or Clinic that is purchasing Drugs / Products from your pharmacy that you will be claiming reimbursement for under the Stock Order scheme, the Rx Type dropdown box is important:

• For NON-DISPENSING (swabs, test strips etc...) choose Rx Type 2 Pink Slip
• For DISPENSING OF DRUGS choose Rx Type 1 White Slip

When you're happy with the information you have added, click OK or press (KEYBOARD: ALT + O) to save the new professional.