Minfos What's New - Issue 11 brochure

What’s new?

Issue 11

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

Minfos Help Centre

15

Efficient product management

2

Transfer stock within your group

17

Improved dispense robot integration

18

Pop-up customer notes

19

Auto-clear Price Changes report

21

Get Multi-store stock visibility by store or group

22

Product snapshot 3

In case you missed it Link customer accounts

5

Customer Enquiry screen

6

Bulk edit products with one click

7

Advanced product search

8

Automatically apply a card surcharge

23

Directly email statements and reports

9

Active Script List (ASL)

24

Centralised customer accounts for Multi-store

25

Email or SMS customer receipts

27

Available now Supplier reports in Minfos Online Reporting 10 Dispense eScripts easily

11

Electronically queue eScripts

12

Stocktaking and ordering mobile app

13

What’s coming?

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, multistore 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 stockon-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

Efficient product management 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.

The Minfos Database helps you to:

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

• Remove product duplicates

• Manage accurate ordering, receipting and reporting • Reduce invoice errors and out-of-stock issues • 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

• Scripts

• Till

• Product sales

• Centralised control

• Patients

• Clubs

• KPI report

• Reports

• Reporting

• Loyalty integration

• Staff sales

• Clinical intervention

• Promotions

• Export reports

• Real-time product updates

• Drug and allergy alerts

• Customer

• Calendar

• Pricing

• Packing

03 \ What’s new issue 11

• Product • 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

Powering pharmacy \ 04

Link customer accounts Easily link a customer’s account to a master account Linking customers to an account will allow the master account holder to manage a single account while ensuring that charges are correctly made to their account.

It will also assist you to quickly and accurately make account charges.

The master account will be pre-selected as if it was the customer’s own account when you charge to an account in any of the following areas: • Auto-charging • Pill box • Third party packing • Invoice to account • Till Examples of linked customer accounts are: • An organisation to a master account • Families e.g. a husband to a wife’s account or children to a parent’s account • RACF resident to the Nursing Home account • In-patients to a hospital account 05 \ In case you missed it

Customer Enquiry screen Search and find customer information from one place. Using a single screen, you can filter based on attributes such as: • Customer surname • Postcode • Scripts on File indicator • Customers with an account • Customers set up to receive their statement via email You can also: • Apply advanced search filters to drill down to a specific group of customers • Easily export information to a report or excel for further analysis

In case you missed it \ 06

Bulk edit products with one click Save time using the Product Quick Fix screen. Using this feature, you can: • View products and product details • Fix multiple products and their attributes simultaneously • Easily select the product groups that need to be updated (e.g. Known Value Items (KVI) lines, products associated with a category or products on an order) Use the Product Quick Fix screen to: • Easily merge products • Update product stock cards • Queue labels Quickly manage new lines on an order or promotion, re-categorise products and more using the Minfos Product Quick Fix screen.

07 \ In case you missed it

• View a product’s history via the Product Audit report

Advanced product search The advanced product search functionality is available in Minfos Product Maintenance and Minfos Till. Using this feature you can perform a ‘contains’ search by searching for any part of the product name - not just the start of the name.

For example, you can search for ‘orange’ and results will include: DWD FRAME 3X3 BLU W/ORANGE B/FLY ORANGE BLOSSOM BATH GEL 250ML The search results will list all of the possible results rather than the first match found.

In case you missed it \ 08

Directly email statements and reports Save time by sending emails straight from Minfos Send the following types of emails: • Accounts Receivable statements to your accounts • Customer statements to your customers • An order to a supplier • Any reports to your staff or stakeholders This feature enables you to: • Email reports in a PDF format • Email reports to multiple recipients • Edit the default subject line

09 \ In case you missed it

Supplier reports in Minfos Online Reporting Create custom dashboards with Minfos Online Reporting Get a quick snapshot or detailed reports for your whole group or an individual store with Minfos Online Reporting.

Use Minfos Online Reporting to: • Schedule reports to be automatically emailed to yourself or your chosen recipient (e.g. staff, your accountants, partners) • Get notified when a product is priced to sell below cost or a category’s gross profit is under the threshold • Receive an alert when a product’s stock-on-hand 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 \ 010

Dispense eScripts easily With our seamless dispense workflow, dispense eScripts straight from Minfos Different ways pharmacies can receive ePrescriptions

Patient presents token

In-store process for ePrescriptions using the paper token workflow

Present token Patient shows ePrescription (token) on mobile device

Scan token Scan token into Minfos ePrescription dialog

Print token Minfos prints token on paper

Add to script basket Place printed token into script basket with other paper scripts

Scan paper token Scan paper token to download script into Minfos Dispense

Dispense Use Minfos to dispense the prescription as you would a

paper script

Forward via SMS or email

Requested by 3rd party

011 \ Available now

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

Option 2 Continue to use the existing ePrescription paper token workflow

Option 3 Dispense eScripts directly into Minfos Dispense

Option 4 Or use a combination of the above

Available now \ 012

Stocktaking and ordering mobile app Order and stocktake quickly using the mobile ordering and stocktaking app – Minfos App. Using this stocktaking and ordering app, staff can simultaneously: • Stocktake and edit product quantities • Make real-time SOH adjustments • View a product’s stocktake history • Queue labels in Minfos for printing • Search using product name or barcode to view the product’s 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.

013 \ Available now

There is a fee for the Minfos App when used in conjunction with the Honeywell scanner.

To find out more talk to your Minfos Account Manager on help@minfos.com.au or 1300 887 418 Available now \ 014

Minfos Help Centre The new Minfos Help Centre will be 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

015 \ 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

Search Intuitive search bar available on all pages making searching easy

Customers

Reporting

Acccounting

Stock Manager

Customers

Loyalty

Solutions User guides and videos categorised by workflow to enable fast and easy learning

Available on mobile Enjoy user friendly access on all your mobile devices anytime, anywhere

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 Use our streamlined ticket process that delivers more visibility

Resources Find a list of available add-ons, integrations and more to supercharge your business

Subscribe to our newsletter Access all the latest product updates, Minfos news and insights Available now \ 016

Transfer stock within your group Quickly transfer stock between stores Electronically create requests to transfer stock between stores in your group using Minfos Centralised Ordering. Now, you can efficiently minimise excess stock holdings within your group.

Key features: • When creating an order, view the surplus stock available at other stores • 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 transfer request • Issue the transfer and Minfos will create the transfer in the store with the excess stock

017 \ Available now

Improved dispense robot integration It is easy to get a clear view of the drugs in your dispense robot. The stock holding in the robot now displays in the: • Ordering screen when an order is in a ‘created’ status • Dispense Drug Recall screen What’s more, from a single screen you can: • View your Robot and Minfos stock-on-hand (SOH) • Identify SOH discrepancies between Minfos and the Robot • Edit Minfos to adjust the SOH to match your Robot • Mark all items in your Robot as stocktaked in Minfos

Available now \ 018

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 Dispense or Till. The pop-up customer notes will appear when staff recall the customer in either of these modules.

Key features include: • Add customer notes from the customer’s profile • The customer notes is a free text field, enabling you to add as much information as required • Save time by using the F6 or Alt+V shortcut keys from dispense

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 • Special order is waiting for the customer to collect 019 \ Available now

Available now \ 020

Auto-clear Price Changes report Easily automatically clear the Price Changes report during the End of Day process If your pharmacy uses the Price Changes report to queue shelf labels with an updated price, all you need to do is configure your Minfos to automatically clear the Prices Changes report as part of the EOD process.

SUPER SPECIAL

$5.99 $9.99 $4.00 PROMO PRICE

NORMAL PRICE

YOU SAVE

WHILE STOCKS LAST This prevents duplicate labels being sent to the queue and removes the need for you to manually clear the report.

021 \ Available now

Get Multi-store stock visibility by store or group Managing Multi-store stock management is easier and quicker with our single view Multi-store SOH screen. You will be able to: • View a product’s SOH at individual pharmacies • Sort by store name in alphabetical order (A-Z or Z-A) • Search for a particular store using our Store Name Filter feature

Pharmacy 1, 2 & 3

Minfos Multi-store

View SOH for: Group Pharmacy 1 Pharmacy 2 Pharmacy 3 Available now \ 022

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.

It is important to note, that 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.”

023 \ What’s coming?

Active Script List (ASL) Active Script List (ASL), is the next step in your ePrescriptions journey.

This functionality is currently in development and will be available in Minfos soon.

ASL provides your patients with greater flexibility in accessing their medications. An ASL is a consolidated list of all of the patient’s active digital prescriptions.

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.

In Minfos you will be able to: • Register a patient for an ASL • Request access to a patient’s ASL • View the status of a patient’s ASL and whether you have permission to access it • View the patient’s ASL • Select scripts to be dispensed from the ASL

What’s coming? \ 024

Centralised customer accounts for Multi-store Create and manage a single customer account across your group. This gives 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: • Charge items to their account • Find out their account balance • Make an account payment

Your stores will be able to: • Create new customer accounts • Link customers to a centralised customer account • Nominate a ‘master’ store for that account • View customer’s account transaction history (sales, payments) and contact details • Print an interim customer statement for any account customer • Add a note to an account

025 \ What’s coming?

The central or head-office user 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? \ 026

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

You can also manually send the eReceipt to a different email address or phone number, where:

You can send the eReceipt via:

• The customer’s contact details aren’t in your system

• Email or

• The customer wants the receipt sent to alternate contact

• SMS using Minfos SMS Connect*

• You haven’t selected a customer during the sale

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

027 \ What’s coming?

What’s coming? \ 028

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

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