How to set up Script Rules

Fred Office Plus

Overview

Script Rules apply to each script processed by Fred Dispense. Fred Office will then process the rules against the script.

• If the rule passes, an action is applied.
• If the rule fails, the next rule is processed.
• If all rules fail, the default rule is to send the script to the waiting script list at the POS.

Create a Rule

1. In Fred Office Plus, select Tools > Script > Options.
2. Select the Rules tab.
3. Click Add.
4. Name the Rule and select Add.
5. Select one or more Conditions from the list and enter the value as needed.
6. Click OK. 

Create the Processing Rules

1. Log into Fred Office Select Tools > Script > Options.
2. Select the Processing tab.
3. Click Add.
4. Select the Rule from the dropdown list, then
   1. Select the Action.
   2. Select the Stock.

Script Processing Rules Order

The sequence of the rules defines the way a script is processed when it is dispensed.

It is important to set the order of operation so that if a rule passes, processing stops.

Common Script Rules in Fred Office Plus

Below are some examples of setting up a script rule and a script processing rule.

Autocharge

If the patient has an account, charge the script directly to the account at the time of dispensing.

Step 1: Create a Rule with the following details.

• Rule Name: Autocharge
• Rule Condition: Account <Exists/Does not Exist>
• Rule Value: Exists
  
  

Step 2: Create a Processing Rule with the following details.

• Rule Name: Autocharge
• Action: Create Transaction and Charge to Account
• Stock: Deduct Stock
  

Zero Priced Scripts

If the script price is zero, do not send the script to the register (that is, auto sell the script). 

Step 1: Create a Rule with the following details.

• Rule Name: Zero Priced Scripts
• Rule Condition: Script Price <is/isn't> Zero
• Rule Value: Is
   
  

Step 2: Create a Processing Rule with the following details.

• Rule: Zero Priced Scripts
• Action: Create Transaction and Charge to Account
• Stock: Deduct Stock
  

Zero Priced Scripts (No Account Charge)

If the script price is zero, do not send the script to the register or display on an account 

Step 1: Create a Rule with the following details.

• Rule Name: Zero Priced Scripts (No Account Charge)
• Rule Condition: Script Price <is/isn't> Zero
• Rule Value: Is
   
  

Step 2: Create a Processing Rule with the following details.

• Rule: Zero Priced Scripts (No Account Charge)
• Action: Create Transaction and do not Charge to Account
• Stock: Deduct Stock
  

Nursing Home Exclusion

If the patient is in a Nursing Home, then exclude all scripts from deducting stock from Fred Office Plus.

In the steps below, replace NameofNH with the actual name of the nursing home. 

Step 1: Create a Rule with the following details.

• Rule Name: Nursing Home Exclusion - NameofNH
• Rule Condition: Nursing Home Code is <Value>
• Rule Value:  NameofNH

Step 2: Create a Processing Rule with the following details

• Rule: Nursing Home Exclusion - [NameofNH]
• Action: Create Transaction and Charge to Account,
• Stock: Do Not Deduct Stock

Not Packed

Specific directions that can be used to specifically EXCLUDE or INCLUDE stock deduction. The direction #NP can be substituted with any combination of letter, as long as it is unique and will not be used in regular directions. For example: #MPS, #XX, #COMP etc

Option 1 – In conjunction with the Nursing Home Exclusion Rule to deduct stock that is not packed

Step 1: Create a Rule with the following details.

• Rule Name: Not Packed
• Rule Condition: Directions Contain #NP
  

Step 2: Create a Processing Rule with the following details.

• Rule: Not Packed
• Action: Create Transaction and Charge to Account 
• Stock: Deduct Stock
  

Option 2 – Used on its own to exclude items for deducting stock.

Step 1: Create a Rule with the following details.

• Rule Name: Not Packed
• Rule Condition: Directions Contain #NP
  

Step 2: Create a Processing Rule with the following details.

• Rule: Not Packed
• Action: Create Transaction and Charge to Account 
• Stock: Do Not Deduct Stock
  

Rule Processing Order Examples 

The above script rules can be combined and processed in different orders to achieve different outcomes.

Example 1 

Requirement:

1. Auto charge all script to an account the time of dispensing.
2. If the script is Zero Priced, include this on the account.
3. If no account exists and the script is zero price, automatically sell this script.

Therefore, the Script Processing order should be:

1. Autocharge
2. Zero Priced Scripts

Example 2

Requirement:

1. Auto charge all scripts to an account the time of dispensing.
2. If the script is Zero Priced, do not include this on the account.
3. If in a Nursing Home AA, do not deduct stock unless direction #NP is used.

Therefore, the Script Processing order should be:

1. Not Packed
2. Nursing Home Exclusion - AA
3. Zero Priced Scripts (No Account Charge)
4. Auto charge

Example 3

Requirement:

1. Auto charge all scripts to an account the time of dispensing.
2. If the script is Zero Priced charged to the account.
3. If no account exists, and the script is zero price, automatically sell this script.
4. If #NP is used in the direction do not Deduct Stock. 

Therefore, the Script Processing order should be:

1. Not Packed
2. Autocharge
3. Zero Priced Scripts