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
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Help centre
Solutions
Tickets
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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
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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
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Product Demos Get a quick overview of some useful functions within Minfos Learn more >
Release notes
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Product demos
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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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