Here are the instructions for RxOne users:
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Create an
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· Create a supplier called “Insurance Claim”.
· Then create a ‘Transfer Out’ order as you would for expired stock.
· Print the order. This printout can be sent to the insurance company. (This will include the list of stock, individual cost and total cost. Insurance company needs the details list of all stock claimed)..
· Complete the 'Transfer out' order by selecting ‘Transfer’ so the stock is reduced on the stockcard.
· Follow the prompts and charge the invoice to the insurance company account for your own record.
Create an Insurance Account
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Insurance Account
Create a debtor account for the insurance company. You can give it any name, but it may be best to name it after the Insurance Company concerned.
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You need to create a supplier to Invoice
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RxOne Editor > Scroll Down and Double Click Supplier > Click New |
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Search Modify Suppliers in RxOne Homescreen, click New to create a new supplier. |
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Under Charge Transfers to Account if Order Settings Ticked
Select Use Selected account and click Select/Edit Account to choose the debtors account created earlier.
Create a Transfer Order
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Orders > Create Order |
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Select the Insurance Company, and select Blank Order and Transfer Out. Click OK.
Enter the stock that is to be transferred out as if you were completing a standard order. Use Insert to add items, either by scanning barcodes or searching for a product. The total for the order will be shown at the bottom of the screen.
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Once you have finished entering the products click Print External so that you can provide a copy to the insurance company.
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