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.
Use Head Office Branch Settings to publish settings with pre-configured values to your branches and subgroups.
Use this article to get familiar with all our dispensing related windows including the patient specific Dispensing Wizard and View Script window.
Using the Drug Notes Manager you can add, edit and print preparation and pack notes. Active notes will be presented to your users during or after dispensing a prescription where applicable.
View and manage your dispensed prescriptions. Learn how to edit scripts and manage owings directly from this module.
Using the Head Office Drug Notes Manager you can add, edit and print preparation and pack notes. Active notes will be presented to your branch users during or after dispensing a prescription where applicable.
Restrictions determine which products - generics and/or brands - display during dispensing. Using Head Office Restrictions, you can apply restrictions and publish these directly to your branches.
Using the Location Manager you can add, edit and delete locations in your pharmacy, and access the Temperature Log where you can record the temperatures of all your temperature controlled locations.
Use the MDS module to manage the medication of your nursing home and community patients. Once patients are added to a nursing home or as a community patient, an MDS tab will display in their patient record providing you with all the patient specific functionality you'll find in the MDS Manager.
Provide extra support to your patients with long term conditions and improve medication adherence with our NMS module. Initiate the New Medicine Service (NMS), edit consultations, print GP referrals and generate your quarterly claims reports.
Using the Ordering module you can manage everything in the ordering process from your Order Pad to Restrictions, including Wholesalers, Goods In, logs, history and more.
Use Org. Management to manage your sites and users. Set and adjust opening hours, set custom dates/times for each site, reset passwords and assign your users to branches and more.
Before creating an own drug, ensure that an entry does not already exist in the picking list. You must ensure that you meet all legislative requirements related to possession, storage and supply of Schedule 1-4 CDs that are added. Note that clinical decision support will not be available for own drugs.
The patient details form holds all the important information about your patient, including their name, date of birth, address, contact details, allergies and conditions, and profile and characteristics. The form is split across several tabs to group key patient data into relevant sections. The fields on each tab have been described below.
Use the Repeat Management Solution (RMS) module to manage your prescription requests for your patients. From creating and editing requests, setting reminders to seamlessly running and printing detailed request reports.
The Responsible Pharmacist module allows you to sign in and out as the Responsible Pharmacist, record absences and more. In this module, you can print Responsible Pharmacist certificates, absence notices and access Attendance Register reports.
The patient CRM (Customer Relationship Manager) is a complete patient-centric solution providing you with a location to store all your patient's demographic details, repeat medication, appointments and services and more. Within a patient's CRM you can utilise our quick dispensing solution, log and send communications and access various external tools such as the patient's Summary Care Record (SCR) and EPS Tracker.
Our Workflow module enables you to effectively manage your workload from downloading repeats, redeeming your Emergency Supplies and more. Workflow is split across several tabs which segment the dispensing process into relevant sections and allow for batch dispensing. The fields on each tab have been described below.