Minfos What's new issue 12

What’s new?

Issue 12

Achieve more with our all-in-one pharmacy management software

Disclaimer: Information contained in this material about Minfos’ future direction, features and dates are for informational purposes only and are subject to change at any time at Minfos’ discretion. Furthermore, all images shown in this document are for reference purposes only, the actual software may vary.

Contents About Minfos

1

Pop-up customer notes

20

Manage products efficiently

2

Product snapshot

3

Stocktaking and ordering mobile app

21

eCommerce integration

23

Multi-store tiered drug pricing

24

Transfer stock within your group

25

In case you missed it Patient Medication Summary report

5

Dispensary Visits report

7

Alert staff about product information

8

Add a note to a sale

9

Automatically charge account customers

10

Recall scripts at the Till

11

Available now Minfos Help Centre

13

Electronically manage eScripts

15

Efficiently dispense for vaccination appointments 17 Email or SMS customer receipts

19

Supplier reports in Minfos Online Reporting 26

What’s coming Active Script List

27

Centralised customer accounts for Multi-store

29

Automatically apply a card surcharge

31

About Minfos Maximise your store’s performance Minfos is an all-in-one pharmacy management software that is trusted by over 850 Australian community pharmacies.

Our solution helps pharmacies manage all aspects of their business – from dispense, packing, POS, accounting, retail, promotions, loyalty, inventory, ordering, customers, multi-store and more.

Minfos is built on solid accounting principles. It features a comprehensive range of business tools that assist you in managing your cash-flow, maintaining correct stock-on-hand levels and provides accurate sales performance reports.

What’s more, we provide an accurate product database that helps you maintain drug and retail product information in your pharmacy.

For user guides visit help.minfos.com.au Connect with us

We deliver software and services to meet the needs of our customers today and tomorrow. We believe when our customers grow, we grow too: Together we can.

For more information, go to minfos.com.au

Manage products efficiently Gain better inventory control with the help of Minfos Database At Minfos, we maintain more than 500,000 products and their attributes. We review daily more than 4,000 products to ensure that the information we provide you is accurate and up-to-date.

This information is sourced directly from the wholesaler and direct supplier.

The Minfos Database helps you to: • Manage accurate ordering, receipting and reporting • Reduce invoice errors and out-of-stock issues • Remove product duplicates • Reduce manual data entry

Rely on Minfos for accurate product data

We maintain 500,000+ products & their attributes

We conduct data integrity reviews

We update you on changes to product data

You can access accurate product data

Achieve accurate product records in your store

Minfos overview \ 02

Product snapshot

Dispense

Retail

Reporting

Multi-store

• Paper and electronic scripts

• Till

• Product sales

• Centralised control

• Patients

• Clubs

• KPI report

• Reports

• Loyalty integration

• Staff sales

• Promotions

• Export reports

• Real-time product updates

• Reporting • Clinical intervention • Drug and allergy alerts • Calendar • Packing

03 \ Minfos overview

• Customer • Product • Pricing • Ordering

• Pricing — retail and dispense

Accounting

Add-ons

Support

• Cash manager

• Cloud backup

• Payables

• Master database

• Product development

• Receivables

• Minfos App

• Customer care

• General ledger

• Minfos SMS Connect

• Online help • Installation

• 3rd party integrations

• Training

• Reports

Minfos overview \ 04

Patient Medication Summary report Quickly generate a report that provides your patient with their medication list The Patient Medication Summary report provides a summarised list of all medications the patient has been dispensed since a defined date.

For easy reviewing, the report condenses all the times the drug was supplied to the patient and displays it as one entry.

The generated report provides you with: • Brand name with the active ingredients • Quantity supplied at the last dispensing • Displays the first and last time this drug has been dispensed

05 \ In case you missed it

Here’s how it works

STEP 1

STEP 2

STEP 3

STEP 4

Select the patient

Enter the ‘Drugs Dispensed Since’ date and the report will display all medications that have been supplied after this date

Choose whether to include directions

Sort the report by drug name or last dispensed date

In case you missed it \ 06

Dispensary Visits report Get more visibility of patient activity in your pharmacy The Dispensary Visits report provides a clear view of the number of times a patient visited the pharmacy and had prescriptions dispensed over a selected date range.

The report allows you to filter based on: • Customer • Date range • Number of visits range

This report can help you determine how often your patients are coming in-store and how much they are spending over a specific timeframe.

07 \ In case you missed it

Alert staff about product information Add notes to a product’s stock card to share information with staff who interact with the product Product information notes can be accessed from the: • Till – When a product is added to a transaction • Dispense Form – When a drug is selected • Order Editing – When a product is added to an order This function is useful to alert pharmacy staff to a specific action that needs to be taken, for example when the product is: • Short dated • No longer stocked • About to be discontinued A product notification can be added to any product, whether it is a retail or prescription only item.

In case you missed it \ 08

Add a note to a sale Add a reference or note to a sales transaction This Till feature is useful for recording purchase order information or other references that you wish to add to a general sale, account sale and account payment.

Your note or reference will appear on: • Dockets • Tax Invoices (as generated from the Till) • Customer history reports • Monthly and interim statements

09 \ In case you missed it

Automatically charge account customers Easily automate recurring account charges such as packing fees This automation helps you save time and reduces errors as charges will happen automatically.

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$ Manage up to four services that you regularly charge your account customers

Ability to charge different prices for the same service

Select the frequency in which the charge will be applied to the account

Link the relevant additional account charges to the customer’s account

Once an additional account charge is linked to a customer’s account, the customer will automatically receive the charge at the selected frequency.

In case you missed it \ 010

Recall scripts at the Till Protect your patient’s confidentiality The Totals Label contains a unique barcode and when scanned at the Till it recalls all scripts dispensed to the customer on that day.

The Totals Label also displays other valuable information including the: • Customers details • Number of items dispensed • The total value of the scripts • The Scripts on File indicator

011 \ In case you missed it

Here’s how it works

STEP 1

STEP 2

STEP 3

Pharmacist packs and seals script items in a bag

Pharmacist attaches the Totals Label to the sealed bag

Sales Clerk scans the barcode and sells the dispensed items without opening the bag

In case you missed it \ 012

Minfos Help Centre The new Minfos Help Centre is your one-stop Minfos educational library and support hub

Is this your first time to the Minfos Help Centre? Please create an account

Help centre

Solutions

Tickets

Sign in Is this your first time to the Minfos Help Centre?

Please create an account

Hi, how can we help?

Hi, how can we help?

Search key words

Search key words

Submit a ticket

Solutions

Solutions Dispense

Packing

Loyalty

Help Centre guide

Customers

Centralised Ordering

Dispense

Packing

Loyalty

Promotions

Reporting

Acccounting

Promotions

Stock Manager

Multi-store

Reporting

Acccounting

Stock Manager

Customers

Multi-store

Centralised Ordering

Till

Till

Technical tips

View all topics

View all topics Resources

013 \ Available now

Additional Services

Resources

Take a look at our add-ons to get even more from Minfos Learn more >

Help Centre overview Is this your first time to the Minfos Help Centre?

Please create an account

Dispense

Hi, how can we help?

Quick Dispense

Quick dispense

Search key words

Submit a ticket

Insufficient stock Virtual Pill Box Drug interactions

Help Centre guide

Dispense

Solutions

Dispense Basics Dispense

Quick Dispense overview

Packing

Quick Dispense Loyalty

Dispense Trading Report Dispense overview

Promotions

Reporting

Quick Dispense

Customers

Reporting

Acccounting

Stock Manager

Customers

Loyalty

Search

Solutions

Available on mobile

Intuitive search bar available on all pages

User guides and videos categorised by workflow

Access on all your mobile devices

Take a look at our add-ons to get even more from Minfos Learn more >

Integrations

Tickets

Here’s a list of 3rd party applications that integrate with Minfos

Additional Services

Learn more >

Product Demos Get a quick overview of some useful functions within Minfos Learn more >

Release notes

New ticket

Blog

Connect

News Release notes

Integrations

Find out about our latest features and improvements Learn more >

Blog Read about useful tips, insights, news and more

View my tickets

Learn more >

Connect Join us on LinkedIn and stay updated Learn more >

Product demos

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Dynamic news 1

Tickets

Resources

Subscribe to our newsletter

Streamlined ticket process

Find a list of available add-ons, integrations and more

Access product updates, news and insights

Available now \ 014

Electronically manage eScripts There are 4 ways to manage your eScripts basket and dispense workflow Option 1 Use Minfos eQueue to manage the dispense workflow electronically

Option 2 Print the token to place in a physical basket

Option 4 Or use a combination of the above

015 \ Available now

Option 3 Dispense eScripts directly into Minfos Dispense

Minfos eQueue allows you to efficiently manage your paper and electronic scripts Key features: • Add any type of script to the electronic script basket (eQueue) from either Minfos Till or Dispense

• Add a patient request for a PRF, CMI, tax invoice or to speak to the pharmacist

• Manage a single basket for multiple scripts for an individual patient

• Search for a patient by name or code

• Manage a single basket for multiple scripts for multiple patients (suitable for managing a family’s script basket) • View basket details including waiting or calling back status, number of scripts in the basket and notes

• Filter by facility, whether the customer is waiting, calling back or if the script has been externally queued • Edit customer details, add or update the basket from the queue • Shortcut keys are available to help you dispense faster

Available now \ 016

Efficiently dispense for vaccination appointments When your patients book a vaccination appointment via HealthEngine, this information will now be available in Minfos.* The new workflow delivers the ability to: • Efficiently dispense – The Dispense Form pre-fills with the appointment details • View appointments – Access the patient list for upcoming vaccination appointments • Shortcuts – Manage the dispense process faster with easy shortcuts • Alerts – Receive alerts when dispensing for bookings in the future (not current day)

*Currently only available for TerryWhite Chemmart pharmacies.

017 \ Available now

• Dispensing options – Choose to dispense in a single or batch process − Batch process – Quickly dispense that days’ or the next days’ appointments − Single process – Choose a patient from the booking list and push into Dispense

Available now \ 018

Email or SMS customer receipts Send your customers digital receipts Setup eReceipts in Minfos and at the end of the sale, ask your customer whether they want to receive a paper or digital receipt (eReceipt).

You can send the eReceipt via: • Email or • SMS using Minfos SMS Connect*

In the instance the Retail Assistant selects the customer in Minfos during the sale, the software intuitively picks up the customer’s contact details.

That is, if the customer has an email or mobile number on file, the customer’s details will be automatically populated on the eReceipt dialog and it will be ready to send if they request an eReceipt.

You can also manually send the eReceipt to a different email address or phone number, where: • You haven’t selected a customer during the sale • The customer’s contact details aren’t in your system • The customer wants the eReceipt sent to an alternate contact

*Minfos SMS Connect is a paid service that is not included in your subscription fee

019 \ Available now

Pop-up customer notes Add internal customer notes to let your staff know about any special instructions when they are serving the customer at the Till or Dispense. The pop-up customer notes will appear when staff recall the customer in either of these modules.

Use this feature when: • You want to follow-up on an overdue account • The customer doesn’t want certain items to be charged to their account • A special order is waiting for the customer to collect Key features include: • Add customer notes from the customer’s profile • The customer notes is a free text field • Use the F6 or Alt+V shortcut keys available in Dispense to save time

Available now \ 020

Stocktaking and ordering mobile app Efficiently stocktake and order for your pharmacy Multiple staff members can simultaneously: • Stocktake and edit product quantities • Make real-time stock-on-hand (SOH) adjustments • View a product’s stocktake history • Queue labels in Minfos for printing • Search using a product’s name or barcode • Access product information including retail price, last counted date and current SOH • Create orders This robust tool also automatically timestamps (date/time) a product when its SOH has been changed.

To find out the option that best suit your pharmacy’s needs talk to your Minfos Account Manager on help@minfos.com.au or 1300 887 418.

021 \ Available now

Available now \ 022

eCommerce integration Easily integrate your eCommerce platform with Minfos We offer connections that enables you to easily integrate your eCommerce platform with Minfos. This integration enables you to: • Access price, product and stock-on-hand (SOH) information from Minfos • Push online sales into Minfos, removing the need to manually sell the product • Use Minfos to report on both your in-store and online sales To utilise the eCommerce integration talk to your Minfos Account Manager on help@minfos.com.au or 1300 887 418.

023 \ Available now

Multi-store tiered drug pricing Flexibility to centrally manage drug pricing for your group Using tiered drug pricing, the Head Office is able to choose which drugs they will manage pricing for. This functionality enables Head Office to: • Manage up to 3 tiers of pricing • Manage multi-pack pricing • Easily export and import drug pricing files at the Head Office

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The Head Office is able to subscribe each slave store to receive the appropriate tier for that dispensary. For example: Store A is assigned Tier 2 drug pricing and Store B is assigned Tier 3 drug pricing.

Available now \ 024

Transfer stock within your group Quickly transfer stock between stores using Minfos Centralised Ordering Efficiently minimise excess stock holdings within your group.

Key features: • View surplus stock available at other stores when creating an order • Select one or multiple stores that hold surplus stock and create the transfer request • Easily remove the product from the order • Multiple items requested from one store will be automatically grouped on the same stock transfer request • Issue the stock transfer and Minfos will create the transfer in the store with the excess stock

025 \ Available now

Supplier reports in Minfos Online Reporting Use custom dashboards to track metrics important to you and your business Using Online Reporting get a quick snapshot or detailed reports for your whole group or an individual store.

To keep track of your business schedule reports to be automatically emailed to yourself or your chosen recipient (e.g. staff, your accountants, partners, etc.).

Receive an email alert notification when a: • Product is priced to sell below cost • Category’s gross profit is under the threshold • Product’s stock-on-hand (SOH) goes into negative We have further enriched the Minfos Online Reporting suite. This includes: • Preferred supplier details display on inventory and ordering reports • Ability to drill through to the script’s details from a dispense report • First-In, First-Out (FIFO) stock valuation • View store’s previous takings / Till summary reports Available now \ 026

Active Script List Active Script List (ASL), is the next step in your ePrescriptions journey An ASL is a consolidated list of all the patient’s available digital prescriptions. It provides your patients with greater flexibility in accessing their medication.

Patients can still continue to use the token model to provide you access to their eScripts or they can register for an ASL. Patients will have control of who can access their ASL and for how long that party has access to it – it can be either temporary or ongoing.

Once your pharmacy has access to a patient’s ASL, you will be able to view the list and select which items they want dispensed. From there, the scripts can be seamlessly pushed into Minfos Dispense or queued in eQueue for later.

027 \ What’s coming?

You will be able to

STEP 1

STEP 2

STEP 3

STEP 4

Register a patient for an ASL

View the status of a patient’s ASL and whether you have permission to access it

If required, request access to a patient’s ASL

View the patient’s ASL and select scripts to be dispensed from it

What’s coming? \ 028

Centralised customer accounts for Multi-store Give your customers the freedom to shop at any of your stores and receive one statement When all the pharmacies in your group are using Minfos centralised customer accounts, your customers can go to any of your pharmacies and:

Your stores will be able to:

• Charge items to their account

• Link customers to a centralised customer account

• Find out their account balance

• Nominate a ‘master’ store for that account

• Make an account payment

• View customer’s account transaction history (sales, payments) and contact details

• Create and manage a single customer account across your group

• Print an interim customer statement for any account customer • Add a note to an account

029 \ What’s coming?

The Head Office will be able to: • Perform the same actions as the store • Print or email statements in bulk depending on the customer’s preference • Email statements automatically as part of your end of month process • Specify user actions (e.g. prevent charging an account, manage customer account limits)

• Use the reconciliation payments report to assist with transferring payments between stores when account customers pay at different stores to where they originally purchased from • View an audit report to see who performed an event including payment, sales and returns

What’s coming? \ 030

Automatically apply a card surcharge Easily pass the cost of your customer’s card surcharges back to your customers Rather than manually processing credit and debit surcharges onto your customer’s cards, you will be able to automatically pass on any costs incurred from a card provider to the customer.

This will allow you to accept more payment types, e.g. AMEX, without incurring the cost.

According to the ACCC “If a business chooses to impose a surcharge on its customers for making a payment using a credit, debit or prepaid card, the level of the surcharge must not be excessive. The ACCC will investigate complaints of excessive payment surcharging and take enforcement action where necessary.”

031 \ What’s coming?

What’s coming? \ 032

help@minfos.com.au 1300 887 418 minfos.com.au help.minfos.com.au

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