What is the Prescription Management in Marg Books ?

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What is the Prescription Management in Marg Books ?

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Ans.1

Overview of Prescription Management in Marg Books

Process of Prescription Management in Marg Books

Process to Set Reminders for Customers in Marg Books

Process to Modify a Prescription in Marg Books

Process to Delete a Prescription in Marg Books

OVERVIEW OF PRESCRIPTION MANAGEMENT IN MARG BOOKS

Prescription Management option in Marg Books enables the user to easily create and maintain the records of medical evaluation of the patient’s health.

This option also helps the user to load the prescription, modify and update the medicines as per their requirement.

The user can easily maintain the records of the date of the patient's discharge and admission and can also view the pending prescription report.

Prescription Reminder Option also helps the user to send a reminder for medicines to the customers via SMS, Phone, or WhatsApp, resulting in a better customer relationship.

PROCESS OF PRESCRIPTION MANAGEMENT IN MARG BOOKS

Go to Master >> Other Master >> Prescription.

A ‘Prescription List’ window will appear.

Click on ‘Create’ tab.

A ‘Create Prescription Master’ window will appear with different fields:

a. Prescription No.: The Prescription No. will be Auto Filled.

b. Prescription Date: The user will select the Prescription Date as per the requirement.

Suppose select ’31-03-2022’.

c. Prescription for Days: The user will mention the number of days for which the prescription is being created.

Suppose mention’10’ in ‘Pres. for days’ field.

A. Patient Details

Search: Press ‘Spacebar’ in the ‘search’ field.

A ‘Patient List’ window will appear.

Select the patient name from the ‘Patient List’.

Suppose select ‘Deepak’. Press ‘Enter’.

If the user needs to create a new patient, then click on ‘Create’ tab & enter the patient details as per the requirement.

Now the user can view that the Patient details i.e. Code, Name, Address, Contact No. and Regular will get Auto filled.

B. Doctor Details

Search: Press ‘Spacebar’ key in the ‘search’ field.

A ‘Doctor List’ window will appear.

Select the Doctor name from the ‘Doctor List’.

Suppose select ‘Dr. Aarav’. Press ‘Enter’.

If the user needs to create a new Doctor, then click on ‘Create’ tab then click on ‘Create’ tab & enter the doctor details as per the requirement.

Now the user can view that the Doctor details i.e. Code, Reg. No., Name, Address and Contact No. will get Auto filled.

After coming to ‘Item Description’ field, the user can view that the ‘Prescription Days’ has been auto filled.

Now Press ‘Spacebar’ key on the Item Description field.

A ‘Select Item’ window will appear.

The user will select the item as per the requirement.

Suppose select ‘Acnederm Lot’.

Dose/ML: The user will mention how many doses of that tablet should patient take in a day.

Suppose mention ‘2’in ‘Dose/ML ’field.

Quantity: The quantity will be Auto calculated as per the mentioned ‘Doses’ or the user can also change the quantity according to customer’s requirement.

Unit: The user will select the ‘Unit’ from the dropdown.

Days: The user can choose whether the items should get multiplied according to the days or not.

Similarly the user can select more items as per the requirement.

The user can also mention the other details by clicking on ‘More Option’ tab.

Then click on the ‘Save’ tab to save the prescription.

A message of ‘Record Saved Successfully’ will appear.

PROCESS TO SET REMINDERS FOR CUSTOMERS IN MARG BOOKS

The user can send prescription reminders to customers in 2 ways i.e. after generating the customer’s prescription & Sale Bill.

After generating it, when the user will login to Marg Books then the list of the created prescriptions will get displayed on the dashboard screen.

The user can send daily reminders to their customers.

This reminder will get displayed whenever the user will login until and unless the Sale Bill is not been created.

Now in order to send the prescription reminder to the customer, click on the ‘checkbox’ and select that prescription.

Then click on ‘Send SMS’ tab to send the SMS on the Registered Mobile No.

A ‘SMS Sent Successfully’ message will appear.

Secondly, from the given menu bar on the dashboard; go to CRM >> Prescription Reminder’.

The user can view that all the prescriptions along with the due dates will get displayed that are been created.

Now to whichever customer the user needs to send the prescription reminder, tick on the checkbox given next to the prescription of that customer.

Then by clicking on send SMS tab, the user will send them the reminder.

A ‘SMS Sent Successfully’ message will appear.

Apart from this, the user can ‘share’ the prescription via Email, WhatsApp or Google Drive, ‘export’ it and take the ‘print’ out of the prescription as per the requirement.

Fig 1: Process to Share Prescription Report through Marg Books

The user can also ‘Day Wise’ and ‘Amount Wise’ provide prescribed medicines to the customer in Marg books as per the requirement.

Suppose one of the customers comes to purchase medicines for 10 days and the user has generated the prescription & the sale bill of the customer according to 10 days.

But now the customer says that they need medicine for 5 days instead of 10 days or need medicine of some particular amount

So for that the user will press Shift & Left slash (/) key on the sale bill window.

A ‘Conversion’ window will appear.

Now if the user needs to reduce day wise medicine and amount then firstly:

In ‘Prescription feed for’ field, mention that number of days which is mentioned in the prescription like 10 days.

‘Convert into Days’ field, mention that number of days which the customer needs to purchase the medicine now like 5 days.

Then click on ‘Save’ tab.

The user will view in the software that 10 days medicine has been converted into 5 days medicine according to convert days and the amount is also reduced according to the 5 days.

Similarly, if the customer needs to purchase medicines amount wise, then in the required bill amount field, mention that amount which the customer needs to purchase the medicines now.

And then click on ‘Save’ tab.

In this way, the user can also manage the prescription amount wise as per the customer’s requirement.

PROCESS TO MODIFY A PRESCRIPTION IN MARG BOOKS

Go to Master >> Other Master >> Prescription.

A ‘Prescription List’ window will appear.

In order to modify a Prescription like if an item needs to modified/changed/added, quantity needs to be increased or decreased for an item, etc., the user will click on ‘modify’ icon against that particular Prescription.