Dispensing settings

Within Settings, you can use the available Filters to search for settings or filter by Category to locate the settings you want to configure. You can enable, disable or configure the value of each setting using the Edit icon found in the Action column, and then save your changes using the Save icon.

To access the Settings module on Apotec CRM, select Settings from the left-nav.

In the tables below, you'll find a list of available settings and their descriptions.

Note

You can use the table of contents to jump to the specific settings you need.

Clinical

Setting	Category	Value/Description
Clinical Check Period (Months)	Clinical	6; Set by default. Configure how long (in months) before the clinical check is reset. Note: This setting can be overridden if other dispensing processes have reset the clinical check. Minimum Value (inclusive): 0 Maximum Value (inclusive): 12 Use the dropdown to select a value between 0 and 12. Selecting zero indicates that the clinical check must be performed each time. For values greater than 0, the CRM will monitor the time since the last clinical check and trigger actions accordingly.
Clinical Check Age (Years)	Clinical	12; Set by default. Configure the age (in years) that will trigger the clinical check to be reset for a patient upon dispensing a prescription. Patients aged 2 years and under will always require a clinical check.
Reset Clinical Check for CDs	Clinical	Schedule 2; Set by default. Configure the clinical check (CC) reset behaviour if a Controlled Drug (CD) is dispensed by selecting one or more of the Schedule options.
Reset Clinical Check for Acute Prescriptions	Clinical	Yes; Set by default. The clinical check will be reset if an acute prescription is dispensed. No; The CC will not be reset if an acute prescription is dispensed.
Reset Clinical Check for Different Users	Clinical	Yes; Set by default. The clinical check will be reset if the current user performing the clinical check differs from the user that has previously carried out the check. If the current user performing the clinical check is the same user that has previously carried out the check, the clinical check will not be reset for this reason. No; The clinical check will not be reset if the current user differs from the previous user.
Flag as Requires Attention if Brand Changes	Clinical	Yes; Set by default. If the brand being dispensed differs to a brand that was previously dispensed the clinical check will be reset. No; The clinical check will not be reset if the brand being dispensed differs to a brand that was previously dispensed.

Dispensing

Setting	Category	Value/Description
Large Quantity Warning	Dispensing	15; Set by default. A prompt will display when the quantity of items dispensed reaches or exceeds this threshold. If set to zero, the prompt is disabled.
Large Quantity Warning (Doses)	Dispensing	5; Set by default. A prompt will display to confirm the quantity to dispense for items with a quantity unit of measure of dose, where it reaches or exceeds the set value. If set to zero, the prompt is disabled.
Override Special Container Rules	Dispensing	Yes; Determines the override behaviour for Special Container items. When enabled the exact quantity prescribed will be used. No; Set by default. Apotec CRM will automatically round the figure based on the round up/down rules.
Endorse SP	Dispensing	Yes; Set by default. The SP/ED endorsement is automatically added to applicable items during dispensing. No; The SP/ED endorsement is highlighted as a suggested endorsement to applicable items during dispensing.
Endorse BB	Dispensing	This will determine whether the Broken Bulk dispenser endorsement is automatically added to applicable items. No; Set by default. The Broken Bulk dispenser endorsement is not automatically added to applicable items. Yes; The Broken Bulk dispenser endorsement is automatically added to applicable items. Prompt; If an item is eligible for Broken Bulk, users will be prompted at the Dispenser Endorsement stage of the Dispensing Wizard.
Hide Parallel Imports	Dispensing	Yes; When enabled, parallel imports will be hidden from the Product Choice list, unless the item has been restricted. No; Set by default. Parallel import packs will be visible in the Product Choice list.
Original Pack Dispensing Enabled	Dispensing	Note: Functionality coming soon. Yes; When enabled, users will be notified of packs eligible for OPD and will apply validations when amending prescribed quantities on EPS prescriptions. No; Set by default. Users will not be notified of packs eligible for OPD.
Prompt Accuracy Check for Owings	Dispensing	When an owing is redeemed outside of Workflow, this setting determines whether the prescription is flagged with the Accuracy check required reason. Yes; Set by default. Prescriptions with owings redeemed via Requires Attention, Dispensing History or the Edit Script window will be flagged for an accuracy check. No; No flag will be applied to prescriptions with owings redeemed via the Requires Attention, Dispensing History or the Edit Script window, and users must follow local SOPs for accuracy checks.
Tax Credit Exemption Change	Dispensing	06/04/2025; Set by default. This setting controls the validity of the Tax Credit Exemption Certificate. After the specified date, the exemption will no longer be available for new or edited patient records. A warning will be displayed if users attempt to apply the exemption after this date. Existing prescriptions dispensed before the date remain valid, but new prescriptions will have the exemption automatically replaced with Not Known.

Endorsement

Setting	Category	Value/Description
Endorse Drug Tariff Description	Endorsement	Yes; Set by default. Only the quantity, pack size and added dispenser endorsements (where applicable) will be endorsed. If the item is a non-Drug Tariff, the full endorsement will be displayed. No; The drug description is not displayed in the endorsement text for Drug Tariff drugs.
Endorse Manual Prescriptions	Endorsement	Value set by Prescription Type; Define the endorsement behaviour for each manual prescription type.
Endorse ETP Token	Endorsement	Yes; Determine whether EPS prescriptions are endorsed automatically. If enabled, ETP tokens will be endorsed by prescription type as configured in the Endorse Manual Prescriptions application setting. No; Set by default. EPS prescriptions will need to be endorsed manually.

ETP

Setting	Category	Value/Description
Claim Expiring in X Days	ETP	14; Set by default. All prescriptions with claims that will expire within the specified time frame (in days) will be displayed as an Expiry Risk in Workflow.
Automatic RTEC Check	ETP	Yes; Set by default. An RTEC check is performed against a prescription when downloaded from the NHS spine. No; The RTEC check is not automatically performed when prescriptions are downloaded.
Print Repeat For Each Prescription	ETP	This configuration lets users decide when repeat information is printed on prescription tokens. No; When enabled, repeat information is not printed. Always; When enabled, repeat information for all scripts in the selection will be printed. Once; Set by default. Repeat information will be printed only for the script with the most recent 'Issue Date' if there are multiple scripts for the same patient. If a patient has only one script in the selection, repeat information will be printed for that script. Prompt; When enabled, a prompt to print repeat with/or without repeat information will be applied for each patient in the selection.
Reclaim After Edit	ETP	Yes; Set by default. Apotec CRM will queue the claim request once the edit has been saved. This only applies for EPS prescriptions where the claim has been sent and the claim is to be sent with the same claim period. No; Reclaims will not automatically be queued and you will need to manually resend the claim after an edit.
Auto Send Dispense Notification	ETP	Yes; Automatically send a dispense notification after an item has been collected, delivered or handed out. Prompt; Display a prompt to send a dispense notification after an item has been collected, delivered or handed out. No; Set by default. Dispense notifications will not automatically be sent and you will need to send these manually.
Auto Send Claims	ETP	No; Set by default. Claims will not be automatically queued to send after a successful dispense notification. Acute, Repeat Prescribing, Repeat Dispensing; Select the script types that will automatically queue claims to be sent after a successful dispense notification.
Token RHS Font Size	ETP	Small; Configure this setting to print the information on the right hand side of your dispensing token(s) in a small (7pt) font. Normal; Set by default. This setting will print the information on the right hand side of your dispensing token in a normal (8pt) font. Large; Configure this setting to print the information on the right hand side of your dispensing token(s) in a large (9pt) font.
Auto Print Token on Download	ETP	Yes; When enabled, the dispensing token(s) are printed on a successful download of the EPS prescription. No; Set by default. Dispensing tokens are not printed on download. RTEC Not Known Only; When enabled, dispensing tokens are only printed where the RTEC status is returned as Not Known on a successful download of the EPS prescription.
Print Tokens Alphabetically	ETP	Yes; Set by default. Tokens will be printed alphabetically by surname in batches of 25. No; When enabled, tokens will be printed in order of download.
Print Token Immediately	ETP	Yes; Set by default. Tokens will be printed automatically without displaying a print preview. No; A print preview of the token will display where you can invoke printing.
Download Next Repeat Dispensing Issue	ETP	Yes; Set by default. Users will be prompted to send the dispense notification for a repeat dispensing issue once a prescription has been completed to bring down the next issue. No; When enabled, users will not be prompted at the end of the dispensing process, and the next eRD is not downloaded.
Action to Trigger Dispense Notification	ETP	This configuration allows you to choose when a dispense notification (DN) is sent. You can select from the following options: On Hand Out/Collection/Delivery; Set by default. The DN is sent when a prescription is marked as handed out, collected, or delivered. Storing to a Location; When enabled, the DN is sent when a prescription is stored to a specific location (e.g., a shelf or fridge), or when a delivery or collection bag is marked as completed. Note: This configuration depends on Auto DN being enabled and helps you tailor when notifications are sent based on your Workflow preferences.

Labels

Setting	Category	Value/Description
Part Pack Labelling	Labels	30%; Set by default. Configure the percentage used to determine if another drug label should be generated for a partial pack during dispensing, prescription edits and the creation/redemption of owings. A new label will be generated if the residual quantity dispensed out of a split pack (what is leftover when the dispensed quantity does not divide exactly into the pack size selected) is equal to or greater than this value, otherwise the residual quantity will be added to the previous label.
Print RTEC Not Known Status on Bag Label	Labels	Yes; Set by default. Confirm Exemption will be printed on bag labels only when an RTEC Not Known response is received and the exemption has not be confirmed by the user. No; Confirm Exemption will not be printed on bag labels.
Label Footer Text	Labels	KEEP OUT OF REACH AND SIGHT OF CHILDREN; Set by default. Configure the text printed on the footer of your labels.
Label Pharmacy Details	Labels	Customise which pharmacy details are printed on your labels using the options provided in the dropdown. You can select from the following: None; Set by default. If selected, the remaining options will be disabled. Site Name House No/Name Address Line 1 Address Line 2 Town/City County Postcode Phone Number
Label Report	Labels	label_report; Set by default. This will be used to print label reports.
Maximum Number of Labels	Labels	12; Set by default. Based on the packs selected for dispensing. If the number of packs for an item is equal to or greater than the configured value, you will be prompted to confirm if single or multiple labels are required.
Abbreviate Patient Name	Labels	Yes; The patient name will be abbreviated on labels. This setting works together with the Abbreviate Patient Name Length setting. No; Set by default. The patient name will not be abbreviated on labels.
Bag Label Customisation	Labels	NHS Number, Delivery Status, Exemption; Set by default. Select the information to print on all patient bag labels.
Abbreviate Patient Name Length	Labels	25; Set by default. If the configured characters are exceeded, the patient name will be abbreviated on dispensing and bag labels. When set to zero, the setting is disabled.
Number of Bag Labels	Labels	1; Set by default. Set the number of bag labels to be printed per patient during dispensing/script processing. The value entered must be a numerical (whole value). No bag labels will be printed if this value is set to 0.
Number of Owing Labels	Labels	2; Set by default. Set the number of owing labels to be printed per patient during dispensing or quantity edits that result in the creation of an owing. The value entered must be a numerical (whole value). No owing labels will be printed if this value is set to 0.
Print Bag Label on Owing Redemption	Labels	Yes; Set by default. Use this setting to determine if a bag label is printed when a full or partial owing is fully or partially redeemed as given. No; Bag labels will not be printed when an owing is redeemed.
Print Bag Label Message	Labels	Yes; Set by default. This setting prints patient bag label messages on separate labels. These messages are added in the Bag Label section on the Notes tab within the patient details form. No; The patient's Bag Label notes will not be printed on bag labels.
Label Reports Top Margin	Labels	0; Set by default. Set the space to add at the top of all label report templates in millimetres.
Label Reports Bottom Margin	Labels	0; Set by default. Set the space to add at the bottom of all label report templates in millimetres.
Label Reports Left Margin	Labels	0; Set by default. Set the space to add to the left of all label report templates in millimetres.
Label Reports Right Margin	Labels	0; Set by default. Set the space to add to the right of all label report templates in millimetres.
Print Barcoded Delivery Label	Labels	None; Set by default. Configure the type of delivery label - e.g., standard, Onelivery, PharmDel - that should print for all your delivery patients. Once a label type has been set, the delivery label will print during dispensing after the standard bag label is printed. Labels will only print for patients marked as Delivery patients on the Additional Services tab within their patient details form if the Print Barcoded Delivery Label For All Patients setting is disabled.
Print Barcoded Delivery Label For All Patients	Labels	Yes; Once a label type has been configured using the Print Barcoded Delivery Label setting, you can enable this setting to print the configured delivery label type for all patients regardless of their Delivery status on the Additional Services tab within their patient details form. No; Set by default. Delivery labels will not be printed for all patients regardless of their Delivery status on the Additional Services tab within their patient details form.
Pack Label Percentage	Labels	Yes; Set by default. Configure whether to print another dispensing label for a split pack. Use this setting to enter a numerical (whole value). Any pack quantity equal to or less than this value will result in the split quantity being added to the previous label. No; No additional dispensing labels are printed for split packs.
Print Accuracy Check Barcode	Labels	Yes; Set by default. A 2D barcode will be printed for each item dispensed to support the Accuracy Check step. No; A barcode will not be printed on the dispensing labels.
Label Report Height	Labels	36.4; Set by default. Set the height of the label report templates in millimetres.
Label Report Width	Labels	72.2; Set by default. Set the width of the label report templates in millimetres.
Print Short Patient Address	Labels	Yes; Enable this setting to print only the patient's House No./Name, Address Line 1 and Postcode on bag labels. No; Set by default. The patient's full address will be printed on bag labels.
Print Bag Label with Prescription	Labels	Select the bag label printing behaviour when a patient has multiple prescriptions processed as a batch. No; No bag labels will be printed on processing prescriptions. Once; Set by default. Only one bag label is printed for the prescriptions being processed. If additional prescriptions are selected for the patient after the initial batch has been saved, another single bag label will be printed. Every Script; A bag label is printed for every prescription processed.
Print DSP/CHK Box	Labels	No; Set by default. A DSP/CHK box is not applied to your drug labels. Left; Configure this setting to print a DSP/CHK box on the bottom left corner of your drug labels. Right; Configure this setting to print a DSP/CHK box on the bottom right corner of your drug labels.
Pharmacy Address Alignment	Labels	Select to adjust the alignment of your pharmacy address on labels. Note: This only applies if the Label Pharmacy Details setting is enabled and when using the default label_report template. Left; Set by default. Your pharmacy address will be aligned to the left. Centre; Select to align your pharmacy address centrally. Right; Select to align your pharmacy address to the right.
Label Footer Padding	Labels	0,0,0; Set by default. This setting allows you to customise the padding around the label footer, which controls the space between the text and the edges of the footer. To adjust this padding, enter the values in millimetres (mm) in the format Top, Left, Right, for example: 5mm padding at the top. 2mm padding at the left. 2mm padding at the right. Note: This setting only applies if the Label Pharmacy Details or Label Footer Text settings are enabled and the default label_report template is used.
Print Label When Clinical Check Required	Labels	Yes; Set by default. Enables printing of a label indicating that the clinical check has been parked for the patient. No; A Clinical Check label is not printed.
Font Size for Drug Labels	Labels	Use this configuration to modify the font size for various text fields within the label. Values must be entered as whole numbers; any values that exceed the maximum or minimum limits will be automatically adjusted to stay within the allowed range. When editing, users can preview the font size by printing either a standard test label or a large print test label by selecting the [Print Label – Alt-L] and [Print Large Label – Alt-A] buttons. Changes will only be saved by selecting the [Confirm - F10] button. Note: Selecting [Cancel – Esc] will revert all modifications to the previous settings.

Printers

Setting	Category	Value/Description
Dispensing Token Printer	Printers	Use this setting to configure the printer used to print dispensing tokens. Configure this setting by free-typing the required printer name. The name must be entered exactly as it appears in your Windows Printers & Scanners settings.
Dispensing Token Printer Tray	Printers	Use this setting to define the printer tray used to print dispensing tokens. Configure this setting by free-typing the required printer tray name. Set this to the name of the tray that holds your tokens.
Label Printer	Printers	Use this setting to configure the printer used to print labels. Configure this setting by free-typing the required printer name. The name must be entered exactly as it appears in your Windows Printers & Scanners settings.
MDS Printer	Printers	Use this setting to configure the printer used to print MDS stationary. Configure this setting by free-typing the required printer name. The name must be entered exactly as it appears in your Windows Printers & Scanners settings.
MDS Printer Tray	Printers	Use this setting to define the printer tray used to print MDS stationary. Configure this setting by free-typing the required printer name. The name must be entered exactly as it appears in your Windows Printers & Scanners settings.
Token Report Top Margin	Printers	0; Set by default. Use this setting to configure the amount of space to add to the top margin of the token report in millimetres.
Token Report Bottom Margin	Printers	0; Set by default. Use this setting to configure the amount of space to add to the bottom margin of the token report in millimetres.
Token Report Left Margin	Printers	0; Set by default. Use this setting to configure the amount of space to add to the left margin of the token report in millimetres.
Token Report Right Margin	Printers	0; Set by default. Use this setting to configure the amount of space to add to the right margin of the token report in millimetres.
Endorsement Printer	Printers	Use this setting to define the file location of the endorsement printer used to endorse prescription forms or tokens.

Pricing

Note

Private settings and configurations functionality coming soon.

Pricing settings apply to the following script types:

• Private
• Emergency Supply: Prescriber Request EEA/Swiss
• Emergency Supply: Patient Request (Sale)
• Emergency Supply: Pandemic Exemption
• PGD (Private)

Setting	Category	Value/Description
Item Cost	Pricing	Drug Tariff; Set by default. The item cost on prescriptions is based on Drug Tariff prices. Dispensed Product; Enable this setting to base item cost on dispensed product prices.
Private Margin	Pricing	50; Set by default. Enter a value to determine the percentage margin to be applied for priced prescriptions. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999
Dispensing Fee (£)	Pricing	5; Set by default. Enter a dispensing fee to be added to the final price after the margin has been applied. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99
Minimum Charge (£)	Pricing	£9.50; Set by default. Enter a value to set the minimum prescription charge. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99
Maximum Profit (£)	Pricing	0; Set by default. Enter a value to determine the maximum profit that can be applied if the profit exceeds this set value. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99
VAT - Standard Rate (%)	Pricing	20; Set by default. Enter a value to set the standard VAT rate. VAT will be applied to Emergency Supply: Patient Request (Sale), Emergency Supply: Pandemic Exemption, OTC Sale, Veterinary, PGD (NHS) and PGD (Private) prescriptions. Minimum Value (inclusive): 0 Maximum Value (inclusive): 100
VAT - Reduced Rate (%)	Pricing	5; Set by default. Enter a value to set the reduced VAT rate .VAT will be applied to Emergency Supply: Patient Request (Sale), Emergency Supply: Pandemic Exemption, OTC Sale, Veterinary, PGD (NHS) and PGD (Private) prescriptions. Minimum Value (inclusive): 0 Maximum Value (inclusive): 100
VAT - Zero Rate (%)	Pricing	0; Set by default. Enter a value to set the zero VAT rate. VAT will be applied to Emergency Supply: Patient Request (Sale), Emergency Supply: Pandemic Exemption, OTC Sale, Veterinary, PGD (NHS) and PGD (Private) prescriptions. Minimum Value (inclusive): 0 Maximum Value (inclusive): 100
PGD Service Fee (£)	Pricing	£5; Set by default. Enter a value (in £0.00) to set the private PGD service fee. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99
Show Price Breakdown	Pricing	Yes; Set by default. A price calculation breakdown will display based on the prescription type. This can include: Cost (£0.00), Margin (%), Maximum Profit Capped, Maximum Profit: (£0.00), Dispensing Fee (£0.00), Inc. VAT at (%) rate and the Final Price (£0.00). No; When this setting is enabled the final price (£0.00) will be displayed only.
Private Prescription Mechanism	Pricing	Blank; Set by default. Applies a pricing mechanism using minimum price thresholds. Define/edit the Minimum Threshold Value (£), Calculation, and Value for each tier. Minimum Threshold Value (£) Minimum Value: 0 Maximum Value: 100,000.00 Calculation: Use the dropdowns to select a value. Value Minimum Value: 0 Maximum Value: 999.99 Percentage Minimum Value (%): 0 Percentage Maximum Value (%): 999

Pricing: OTC

Setting	Category	Value/Description
Item Cost for OTC Scripts	Pricing	Drug Tariff; Set by default. The item cost on prescriptions is based on Drug Tariff prices. Dispensed Product; Enable this setting to base item cost on dispensed product prices.
OTC Margin	Pricing	50; Set by default. Enter a value to determine the percentage margin to be applied for OTC prescriptions. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999
OTC Dispensing Fee (£)	Pricing	5; Set by default. Enter a dispensing fee to be added to the final price after the margin has been applied for OTC scripts. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99
OTC Minimum Charge (£)	Pricing	£9.50; Set by default. Enter a value to set the minimum OTC charge. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99
OTC Maximum Profit (£)	Pricing	0; Set by default. Enter a value to determine the maximum profit that can be applied to OTC scripts if the profit exceeds this set value. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99

Veterinary Pricing

Setting	Category	Value/Description
Veterinary Item Cost	Pricing	Drug Tariff; Set by default. The item cost on veterinary prescriptions is based on Drug Tariff prices. Dispensed Product; Enable this setting to base item cost on veterinary prescriptions on dispensed product prices.
Veterinary Private Margin	Pricing	50; Set by default. Enter a value to determine the percentage margin to be applied for veterinary prescriptions. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999
Veterinary Dispensing Fee (£)	Pricing	5; Set by default. Enter a dispensing fee to be added to the final veterinary price after the margin has been applied. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99
Veterinary Minimum Charge (£)	Pricing	£9.50; Set by default. Enter a value to set the minimum veterinary charge. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99
Veterinary Maximum Profit (£)	Pricing	0; Set by default. Enter a value to determine the maximum profit that can be applied to a veterinary prescription if the profit exceeds this set value. Minimum Value (inclusive): 0 Maximum Value (inclusive): 999.99
Veterinary Prescription Mechanism	Pricing	Blank; Set by default. Applies a pricing mechanism using minimum price thresholds. Define/edit the Minimum Threshold Value (£), Calculation, and Value for each tier.

Wales

ETP

Setting	Category	Value/Description
Reimbursement National Practice Code Wales	ETP	RQFZ1; Set by default. Reimbursement National Practice Code for Wales. Configure this setting by free-typing the required code. Note: This cannot be left blank.
Reimbursement National Practice Name Wales	ETP	NWSSP; Set by default. Reimbursement National Practice Name for Wales. Configure this setting by free-typing the required name. Note: This cannot be left blank.