How to Create a New Scheme

• Select Modules -> Configuration & Select 'Schemes'

• Or, Sign into Rx365 Back Office and select the 'Config' tile

• Select Schemes from the menu bar

• The below screen will then be displayed

• Click the button

• When creating the scheme you will be asked to fill out three pieces of information first:

  • Name: The descriptive name for the Scheme e.g. "Nursing Home Scheme"

  • Scheme Short name: The 2 letter short code for the Scheme. This will be used in the dispensary system as part of the form number e.g. "NH2003/0045"

  • Scheme Type: This defines whether the scheme is for human prescribing, veterinary prescribing or both.

• Once you have entered these details click Save.

• The scheme will then be created and you will have the opportunity to configure various other scheme settings.

  • Please see the Edit an Existing Scheme section for more information on the various settings available when your Scheme has been created.