Order Cycles are internal prompts that remind the dispensary team to prepare an order of medications that are due or running low for a specific customer. When enabled, Order Cycles automatically suggest which medications may be needed, saving time and reducing the risk of missed repeats.
Set up an order cycle
Step 1: Open the customer profile
Go to the profile of the customer you want to set up an Order Cycle for.
Step 2: Edit contact and communication details
Under Contact and Communication Details, check whether the customer's Order Cycle status is Active or Inactive. Click Edit to make changes.
Step 3: Configure the order cycle
Tick the Configure Order Cycle checkbox.
Set the time interval, for example every 30 days, for how often the order should be prepared.
Click Update Profile to save.
Once configured, a task is automatically added to your Tasks list on the calculated due date.
Process an order cycle
Step 1: View the task reminder
When an Order Cycle is due, it appears on your Tasks page as a reminder.
Step 2: Initiate the order
Click the Order Cycle task, or the Create & prepare a new order option. You are taken to the customer's Orders tab, where a suggested medication list appears. Add or remove items as relevant, then click Create Order.
Step 3: Dispense the suggested medications
Tick the checkboxes next to the medications you want to dispense.
Select Send to Queue (available for Z Software users), or use your usual dispensing workflow.
Step 4: Update the order
After dispensing, update each medication's status, or click Create Order to finalise. Send the customer a message, for example an SMS, to let them know their medications are ready. Then click Update Order to complete the process.
Step 5: Mark the task as complete
Return to the Tasks page and tick the green tick to confirm the Order Cycle has been actioned. The next Order Cycle is then scheduled based on your chosen frequency.
What if I action the order cycle on a different day?
When processing an Order Cycle, Scrypt gives you the option to:
Reset the cycle based on the date the task was completed.
Continue with the original schedule.
Choose the option that best fits the customer's medication needs.
Need more help?
Contact the Scrypt support team at support@scrypt.com.au or 1800 SCRYPT (727 978).