Flordia BioTrack: Retail Fulfillment User Guide
This article is specific to the Retail module in Flourish. For the Point of Sale please see the Florida BioTrack: Retail POS User Guide - Flourish Software
Key Points to Remember
- Any user completing or modifying (void/return) a retail sale must be registered with the MMUR
- Once Flourish is integrated with BioTrack STS, MMUR access is READ ONLY. There is NO manual dispensation outside of the Point of Sale.
- Dispensation happens through the BioTrack STS. Flourish submits the sale to BioTrack, and BioTrack submits the data to the MMUR.
- BioTrack dispenses against the MMUR using the "BioTrack Med Usable Weight" field. The lab populates this data point during testing. Flourish syncs the data into the system with the COA. You can view this data using Flourish's analytics module.
- Report: BioTrack Inventory Details for MMUR Dispensation
- All retail sales are validated prior to checkout. If a user leaves the cart, Flourish will prompt to re-validate at check out.
Customer Creation
The following data is required to create a "valid" customer to sell to:
- First Name
- Last Name
- Date of Birth
- State Registry ID: Florida Medical Card Number
- State Registry ID State: Florida
- State Registry ID Expiration: Put this in
- NOTE: Flourish will populate and update this using data from BioTrack going forward
Fulfillment
Scan inventory to the cart or use manual allocation if required.
View Registry Information
Click the "View State Registry" text at the top of the order lines to see open orders, routes, and available milligrams/ounces.
Add a Caregiver
- Click "Add Caregiver" under the patient's name
- Flourish will query BioTrack and retrieve the list of eligible caregivers. Choose the correct one, if required.
- Observe the Caregiver once selected. Modify if needed.
Validate the Cart
Click "Validate" before completing packing. A user will have to "validate" again prior to checkout.
Sync Status
Observe the Sync Status in the sales history to see that an order successfully synced to the state system.
Exception Handling
Refer to this guide: Florida Biotrack Retail Returns, Restocks, and Voids - Flourish Software
