19 docs tagged with "Getting Started"

Accepting invitations to join Apotec CRM

Accepting invitations to join QuickSight

Application settings allow you to modify Apotec CRM behaviour to suit the needs of your pharmacy. Before modifying any settings, it is important to understand the impact your adjustment will have on the application.

You will need to configure your printers before you can print from Apotec CRM. This guide will also detail the process of how you can update your label reports should you need to amend these from their default values.

Use the Dashboard to view a snapshot of reporting widgets to help you with your daily workload.

Streamline your pharmacy's processes using Apotec CRM, from ordering to patients, and dispensing flows to location management. This article aims to provide you with an overview of the main features and functionality to get you comfortable navigating the CRM, and to get you started with our most useful articles.

Apotec Help is our knowledge hub for Apotec CRM training resources. It is where you'll find all our step-by-step guides and FAQs for all the Apotec CRM modules. This article aims to get you familiar with how to navigate Apotec Help to get the most out of the available content, and to support you in finding what you need, when you need it.

Functionality coming soon.

Streamline your pharmacy's processes using Apotec CRM, from ordering to patients, and dispensing flows to location management. Our Getting Started video playlist aims to teach you how to use all the everyday functionality within Apotec CRM, from adding patients to placing orders.

QuickSight is a cloud-based business tool enabling you to easily create and share interactive dashboards and visual reports. It helps you connect various data sources, analyse large datasets, and gain valuable insights through intuitive visualisations and machine learning features. Using QuickSight can help you make data-driven decisions and enhance operational efficiency within your pharmacy.

Check out our Getting Started FAQs below, or jump straight to our module specific FAQs using the links below.

A

Here are some of our most frequently asked questions about Apotec Insights.

Desktop Companion is a utility service that starts automatically with Windows. It identifies your computer peripherals and stores them as devices for your branch for easy connection to your printers, label printers, scanners etc. The utility will auto-update with any new functionality we deploy, so once it's installed you're good to go.

Once you have accepted your invitation to join Apotec CRM and the organisation/branch you will be working at, you will be able to log in to access all the features and functionality of Apotec CRM.

Functionality coming soon.

If you forget your Apotec CRM password you will need to reset and create a new password before you are able to use the application again.

Functionality coming soon.

You will be required to authenticate a valid NHS smartcard before you can access certain features and functionality within Apotec CRM. The User Details status icon in the Apotec CRM top bar provides a visual indicator of when a smartcard has been authenticated. To learn more about the status icons, please read our Getting Started FAQs.