Managing Dispensed Instalments

Once instalment dispensing is set up for a patient, the next step is to manage the instalments, for example, prepare each instalment, mark it as collected and endorse the prescription.

See Instalment Dispensing for details on setting up a dispensing schedule.
Note - Scotland only - The Instalments tile on the Dashboard displays the number of instalments due today.

To manage dispensed instalments:

  1. From the Pharmacy Manager Side Navigation Bar select Instalments . The Instalments screen displays:

    Note - The green tick next to the instalment signifies that the label has been printed but the instalment has not been collected.

  2. Use the filters to view instalments:

    Select from:

    • All

    • Active

    • Collected

    • Cancelled

    • Late

    Select from:

    • Last 7 days

    • Last 3 days

    • Today

    • Next 3 days

    • Next 7 days

    • Date Range - Enter the required dates in From and To and select Apply Filter .

  3. Select from the following options:

    1. Select the required instalment from the list.

    2. Select Prepare .

    3. The Instalment Dispensing - Prepare Instalment(s) screen displays, select Selected to print the one label or All to print all:

    The label(s) print and a green tick displays next to the instalment to signify that the label has been printed.

    1. Select the required instalment from the list.

    2. Select Collect .

      Note - If you have not printed the label for the selected instalment the label prints at this point.

    If the status is set to Active the instalment clears from the screen.

    1. Select the required instalment from the list.

    2. Select Remove .

    3. The Instalment Dispensing - Reclaim Instalment(s) screen displays, select which instalments to reclaim either Selected or All :

    The instalment clears from the screen.

Endorsing the Prescription

After all instalments are collected, you can endorse the prescription:

  1. From the Pharmacy Manager Side Navigation Bar select Pending .

  2. Use the filters to search for the required prescription. Make sure to tick Include not endorsed:

  3. Select the prescription and then select Endorse . The Dispensary Supply screen displays:

  4. (Scotland only) To enter further endorsement details, select the second prescription item and select Endorse to display the Endorsements screen:

    1. Place a tick next to Instalment Dispensing and enter the Instalments and Supervised values as required.

  5. Continue to endorse the prescription as normal. See Endorsing a Paper Prescription and Endorsing an Electronic Prescription for details.

Managing Dispensed Instalments (2:03)

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.