When a product request has been created, this will create a tile in the ‘Awaiting Approval’ column. Once the vet has approved the meds, the tile will automatically move into the ‘Ready to Invoice’ column. The client will automatically receive a WhatsApp saying which medication has been approved.
If the request can’t be approved by the vet, the reason for rejection can be entered into this grey box and will be WhatsApped out to the client.
The tiles waiting in the Ready to Invoice column will then be able to have payment requests made for them by reception and once they’ve been paid, the tile will move into the ‘Paid and Awaiting Fulfilment’ column.
The person in charge of dispensing medications needs to keep an eye on this column and when they dispense the drug, they should click on the tile and select ‘Dispensed’ as this will automatically message the client to notify them it’s ready to be collected.
Once the owner has picked up their meds, you need to change the status of the product request from ‘Dispensed’ to ‘Complete’.
Tiles in the Complete column will disappear after a week.
