• In the Edit (F3) screen the Schemes / Refs box shows you the list of any existing Schemes that have been assigned to the patient.

• A patient requires at least ONE (1) Scheme for them to have Dispenses added to their PMR.

• Different Schemes will have different criteria for usage and, in some cases, different pricing applied to items dispensed under them.

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The Schemes / Refs section holds the following pieces of information about a Scheme assigned to a patient's record:

• Scheme Name: the name of the Scheme in question

• Card No.: The Card Number of Reference Number for this Scheme for this Patient e.g. a GMS Medical Card number

• Month: If the Scheme has an expiry date, this is the Month of Expiry

• Year: If the Scheme has an expiry date, this is the Year of Expiry

• HT Link: This tickbox is used when linking a High Tech Scheme to another applicable Scheme

How to add a new Scheme to a patient's record:

• Navigate to the Patient's PMR

• Open the Edit (F3) window by clicking Edit (F3) on the PMR or by pressing F3 on your keyboard

• Click the Insert Scheme button

  

• A new line will be added in the Schemes / Refs box for the new Scheme you are adding

• In this new line:

  • Click the dropdown arrow in the Scheme Name column and choose the type of Scheme you want to add

  • If there is a Card Number or Reference for this Scheme for this Patient, type it into the Card No. column

  • If the Scheme has an expiry date, enter the Month of Expiry in the Month column

  • If the Scheme has an expiry date, enter the Year of Expiry in the Year column