MInfos What's New Issue 13

What’s new?

Issue 13

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

Contents About Minfos

1

Manage products efficiently

2

Product snapshot

3

In case you missed it

Available now Minfos Learning Pathways

13

Scan check multi-pack items

15

Choose how to manage broken packs

16

Script Enquiry

5

Minfos eQueue

17

Manage up to 10 preferred generic suppliers

7

Edit a prescriber while dispensing

8

Efficiently dispense for vaccination appointments

19

Price Manager

9

Email or SMS customer receipts

21

Pay customer accounts via Direct Debit

23

Minfos Online Reporting

24

More sort options in ordering

10

Hide personally identifiable information from till receipts

11

Active Script List

25

Copy promotions

12

Centralised Customer Accounts for Multi-store

27

What’s coming

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.

Receipt an order with the Minfos App

29

Electronic medication charts for residential aged care facilities

31

Enlarged Dispense Form

32

About Minfos

Manage products efficiently

Maximise your store’s performance

Gain better inventory control with the help of Minfos Database

Minfos is an all-in-one pharmacy management software that is trusted by over 850 Australian community pharmacies.

At Minfos, we maintain more than 500,000 products and their attributes. We review more than 4,000 products daily to ensure that the information we provide you is accurate and up-to-date.

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.

This information is sourced directly from wholesalers and direct suppliers.

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

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.

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

For more information, go to minfos.com.au Minfos overview \ 02

Product snapshot

Dispense

Retail

Reporting

Multi-store

Accounting

Add-ons

Support

• Paper and electronic scripts

• Till

• Product sales

• Centralised control

• Cash manager

• Cloud backup

• KPI report

• Reports

• Payables

• Master database

• Product development

• Patients

• Clubs • Loyalty integration

• Staff sales

• Minfos App

• Customer care

• Export reports

• Real-time product updates

• Receivables

• Promotions

• General ledger

• Online help

• Pricing — retail and dispense

• Reports

• Minfos SMS Connect

• Installation

• 3rd party integrations

• Training

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

03 \ Minfos overview

• Customer • Product • Pricing • Ordering

Minfos overview \ 04

Script Enquiry Search and find script information from one place

Using the Minfos Script Enquiry screen you can filter all prescription data to find scripts that match particular criteria.

Using a single screen, you can filter based on attributes such as:

You can also: • Enquire on the script to find more information • Open the Script Options window • Easily export information to a report or excel for further analysis

• Customer • Dispense date • Drug • Facility • Drug scan check status • Scripts with outstanding repeats and more

05 \ In case you missed it

In case you missed it \ 06

Manage up to 10 preferred generic suppliers The Set Preferred Generic Suppliers functionality in Minfos enables you to configure your preferred dispense brands.

When a non-preferred brand is selected in dispense, Minfos will notify you if an equivalent item is available from one of your preferred brands. This functionality assists your dispense staff with selecting the preferred brand.

With a large number of products out of stock and increasing generic suppliers available, the Set Preferred Generic Suppliers functionality has been extended to support up to 10 suppliers - ensuring Minfos will always prompt with your preferred generic supplier for the selected item in Dispense.

Edit a prescriber while dispensing Update a prescriber while dispensing It is now even easier to view and update a prescriber’s details while dispensing, simply click the pencil icon next to the prescriber’s code on the Dispense Form.

This will open the selected prescriber in Prescriber Editing mode. Update the details as required and return to the Dispense Form.

You can also set a specific product as ‘recommended’ and configure it to have priority over your preferred generic.

07 \ In case you missed it

In case you missed it \ 08

Price Manager

More sort options in ordering

Effortlessly review your retail pricing.

Quickly find and manage your orders

The Minfos Price Manager allows you to manage all of your retail pricing from one screen.

The Order Maintenance screen can be sorted by:

Key features:

• Order Number • Created Date

• Manage your KVI’s

• Change pricing on a product-by-product basis and review all prices from the one screen

• Control the pricing of KVI’s separately to non-KVI’s

• Apply the new prices with one click

• Supplier

• Review suggested new pricing based on GP% or Markup% guidelines without affecting your current retail pricing

• Set pricing to auto-round to the nearest 5c or 9c

• Invoice Number

• Report on your price changes and send new prices to the label queue

• Description

• Filter by categories, orders, price policies and more.

Have multiple stores but are not using Minfos multi-store? With the Price Manager you can export and import pricing files to then share pricing across your stores.

09 \ In case you missed it

• Status

You can also sort by any column in the Order Editing screen. This is particularly helpful when wanting to review high cost items.

Simply click the column header name in the table to sort.

In case you missed it \ 010

Hide personally identifiable information from till receipts Protect your patient’s confidentiality Protect your patient’s personal information from being accidentally shared by hiding personally identifiable information (PII) on printed till receipts. With Minfos, you can configure it to hide PII that can be printed on the receipt, for example the patient’s name when dispensed a prescription.

Receipts sent electronically do not contain PII.

Copy promotions Easily prepare for repeated future campaigns by copying past promotions The copy promotion function allows you to reuse completed promotions by copying all the products into a new promotion.

Key features: • Copy all products, including locally maintained products that do not have an MNPN • Copy whole campaigns by selecting multiple promotions at once • The promotion is allocated a new code, enabling you to report on the original promotion, as well as for the new one • Removes the need to manually create a promotion

011 \ In case you missed it

In case you missed it \ 012

Minfos Learning Pathways Minfos Learning Pathways are designed to support new and existing staff in your pharmacy to confidently use Minfos. Each Pathway contains bite-sized videos and guides to help staff master the skills they need to perform their role efficiently.

Minfos Learning Pathways provide the freedom to move through the training materials at the time, place and pace that suits learners.

Currently available Minfos Learning Pathways: • Dispensary Essentials • Sales Clerk Essentials

Dispensary Essentials

Sales Clerk Essentials

Till Management

Designed for dispensary staff and pharmacists, this pathway equips learners with the knowledge required to function effectively in a dispensary using Minfos software.

Essential knowledge for all staff that will perform sales and serve customers at the Minfos Till.

Designed for Retail Managers and supervisors, this pathway explores the tasks commonly performed by senior staff at the Minfos Till.

• Till Management Coming soon: • Stock Management Basics • Stock Management Advanced

Topics include:

Topics include:

Topics include:

• Getting started

• Getting started

• Hotkey management

• Minfos Dispense Form

• Creating a sale

• Discounting

• Customer Management

• Processing payments

• Till Messages to staff

• Dispensing various script types

• Useful Till functions (eg.

Price check)

• Updating Docket Messages

• Managing Owing scripts

• Managing returns

• Scan Checking prescriptions

• End of Day processes

• Till Reports

• Basic Dispensary reports 013 \ Available now

Available now \ 014

Scan check multi-pack items

Choose how to manage broken packs Configure stock on hand to meet your needs

When drug scan checking multi-pack scripts Minfos will prompt you to scan the drug packaging for all products supplied under that script. This will assist with further ensuring all items dispensed have been correctly picked.

As you scan each product Minfos will count and display the number of packs that have been successfully scanned out of the total number that have been dispensed.

You can now configure how a broken pack is counted towards your stock on hand (SOH). Historically broken packs has been recorded as a full pack, i.e. one when the actual quantity is less than one. You now have the choice to continue counting broken packs as a full pack, or to exclude them from SOH. You will still be able to view and update the number of tablets stocked in a broken pack by checking the sub-units on hand.

This change gives you more control over how you record your stock, and lets you choose the system that suits your store best.

The scan check icon against the script lets you know if all, some or no products were scan checked as part of the dispensing process.

The Pharmacist Check screen supports your script verification process and offers other great features: - View and print a CMI - Add to ePad order - Add customer notes or create a clinical intervention 015 \ Available now

Available now \ 016

Minfos eQueue The Minfos eQueue is a fully integrated electronic queuing system enabling you to manage all of your scripts (paper and electronic). You can access eQueue from the Till or Dispense providing flexibility and support for forward dispensing and ‘scripts in counter’ models.

Electronically manage your dispensing queue with Minfos eQueue

Here’s how it works

With the eQueue you can group scripts together, similar to a physical basket, for multiple scripts, mixed types of scripts and for different patients. You can even access a patient’s Active Script List directly from eQueue to easily add scripts to their basket Other key features of Minfos eQueue:

eQ

STEP 1

STEP 2

STEP 3

STEP 4

Create a customer basket in eQueue

Add scripts to the basket

Note number of paper scripts

Queue basket for dispensing

Scan eScript token or add from customer’s ASL

017 \ Available now

• Minfos prioritises the order of the eQueue for you based on if the patient is waiting or when they are calling back • Easily view basket details, including waiting or calling back status, number of scripts and notes • When queuing a basket add a patient request for a PRF, CMI, tax invoice or to speak to the pharmacist • Edit customer details, add or update the basket from the queue

• Customise to print a pharmacy and/or customer docket when a basket is queued • Third parties, e.g. customer apps, can also add scripts to the Minfos eQueue • Minfos automatically removes the basket from the eQueue when dispensing has completed • Minfos eQueue does not require any additional hardware or software.

Available now \ 018

Efficiently dispense for vaccination appointments When your patients book a vaccination appointment via HealthEngine, this information will now be available in Minfos.* The workflow delivers the ability to: • Efficiently dispense – The Dispense Form pre-fills with the appointment details

When dispensing for a vaccination appointment the dispensed quantity will now automatically default to one. Simply set a fixed price for this quantity to make dispensing for vaccinations even easier and more efficient.

• View appointments – Access the patient list for upcoming vaccination appointments • 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

To learn more contact your Minfos Account Manager on help@minfos.com. au or 1300 887 418

019 \ Available now

Available now \ 020

Email or SMS customer receipts Send your customers digital receipts After eReceipts has been configured in your pharmacy, you are able to offer your customers the choice of a paper or digital receipt.

If a customer is selected during the sale, Minfos intuitively pre-populates the saved mobile number or email on the eReceipt dialog. Where the customer’s contact details are not on file, the Retail Assistant is prompted to enter the preferred contact details for the customer.

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 Send eReceipts via: • Email or • SMS using a third party provider SMS requires integration with a third party provider. Contact your Minfos Account Manager on help@minfos.com.au or 1300 887 418 for more information.

021 \ Available now

Pay customer accounts via Direct Debit

Minfos Online Reporting

More payment options with Minfos

Use custom dashboards to track metrics important to you and your business

Set up Minfos to process customer account payments via direct debit. When you enable this feature, you will be able to receive and reconcile customer account payments via direct debit at the end of each month.

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.).

Key features: • Set up your business for direct debits • Manage which customers will pay via direct debit • Create an .aba file to import into your banking system, which indicates to the bank how much should be debited from the customer’s account • Easily reconcile the account payments in Minfos

The library of base reports available in Minfos Online Reporting includes sales, stock management and dispense trading reports. You can also customise these reports to meet your specific needs.

Using the reconciling feature, from one screen, you can efficiently indicate which customer accounts were successfully debited. Minfos will then update the customer’s account accordingly.

$ 023 \ Available now

To learn more about Online Reporting contact your Minfos Account Manager on help@minfos.com.au or 1300 887 418.

Available now \ 024

Active Script List It’s easy to dispense eScripts from an Active Script List with Minfos An Active Script List (ASL) is a consolidated list of all the patient’s available digital prescriptions. It provides your patients with greater flexibility in accessing their medication.

With Minfos you can

STEP 1

STEP 2

STEP 3

Register patient for ASL

Patient grants access to their ASL

Patient requests eScript to be filled

• register a patient for an ASL • request access to view their ASL • select scripts to dispense from their ASL You can then quickly dispense eScripts straight from their ASL or queue it in Minfos eQueue for later.

With Minfos. there is no need to integrate with new software or significantly change your dispense workflow to support ASL for your patients.

025 \ Available now

STEP 4

STEP 5

STEP 6

View patient’s ASL

Dispense eScript(s) from ASL

Minfos updates the patient’s ASL

Available now \ 026

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:

The Head Office will be able to:

• Create and manage a single customer account across your group

• Perform the same actions as the store

• 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

• Print or email statements in bulk depending on the customer’s preference • Email statements automatically as part of your end of month process • Manage payments by direct debit

• Print an interim customer statement for any account customer

• Specify user actions (e.g. prevent charging an account, manage customer account limits)

• Add a note to an account

• 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

027 \ Available now

Available now \ 028

Receipt an order with the Minfos App

Here’s how it works

Do more on the go Use the Minfos App to easily receipt and order by • Scanning each product in the order or • Scanning the tote barcode to receive all the products in that tote The Minfos App integrates with Minfos Ordering to update the order in real time.

STEP 1

STEP 2

Select order/s

Scan barcode of all totes or products

The App provides your pharmacy with flexibility to perform a range of functions on the go, including: • Stocktake and edit product quantities • Make real-time stock-on-hand (SOH) adjustments • Queue labels in Minfos for printing • Create orders

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.

029 \ What’s coming?

STEP 3

STEP 4

Order will update in Minfos Ordering

Complete order in Minfos Ordering

What’s coming? \ 030

Electronic medication charts for residential aged care facilities As part of the electronic prescribing initiative, electronic National Residential Medication Charts (eNRMC) will soon be available for use in Residential Aged Care Facilities (RACF). eNRMCs will be fully integrated within Minfos Dispense and comply with the Electronic Prescribing Conformance Profile v3.0.

031 \ What’s coming?

Enlarged Dispense Form Sometimes bigger is better The Minfos Dispense Form is getting bigger! You will be able to choose to keep the dispense form at the current size or enlarge it to fit the screen.

When set to the larger size: • The font on the screen will be larger • You will be able to see more patient history on screen • The eScript details dialog will sit to the side of the screen rather than overlapping the form

What’s coming? \ 032

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

Symbion Pty Ltd Trading as Minfos® ABN 25 000 875 034 © Minfos 2022 / 887 01-22