Recording Case Mix, LTC, and APAS Payments

Recording Payments via BS Dispensing

To permanently record additional payments such as Case Mix, APAS, and LTC payments within Toniq, you can dispense a prescription item with a bulk supply code against a proxy patient. This will add payment details into your database and can be reported using the Dispensary Summary report. 

Steps

• Add a proxy patient called Health NZ, Te Whatu Ora, or something similar.
  • Set the Usual doctor to the prescriber created below.
  • Hint: Set a Note stating the medicines to be selected against this record (see below).
    
• Set the patients Rx code to BS.
• Set up a prescriber record named Health NZ, for example.
  • Hint: Give the doctor a simulated Registration (e.g. 111) to counter prompts to enter one.
    
• Enter a prescription, with a Rx Code of BS, using the patient and prescriber created above.
• Select the required medicine such as HNZ CASE MIX PAYMENT, or any of the following already set up in Toniq:
  
  
  • Hint: Use F7 Unhide Meds or enter the pharmacode to find them the first time. Also, edit the medicine and set Stock to Non Diminishing and tick Don't print label.
• Enter a Quantity of 1.
• Use F2 Edit Price to edit the price of the script to be that of the payment. 
  • Hint: Remember to remove any Container or Disp fee from the pricing.
• After completing the prescription, edit the date to make it relevant to the month the payment was for.
• The Dispensary Summary Report will include a line showing the payment:
  

Notes:

• The Gross Profit percentage on the Dispensary Summary Report will initially be very high but will smooth out as the months progress.
• Very busy pharmacies may have to enter two prescriptions as the maximum prescription value is $99,999.
• If required, true BSO or PSO prescriptions may be isolated using the Prescription Details report.
• The payments will be visible in Dispensary, and this may not be acceptable to some pharmacies.
• If adjustments are paid some months later, the relevant dispensing can be accessed and edited to reflect this.

 

Adding Payments to the Dispensary Summary Report 

If you don't want to record your Case Mix and LTC payments permanently within Toniq, you can just enter them in when you run your monthly Dispensary summary report.

• Go to 3. Reports, 1. Business analysis Reports, then 1. Prescription Summary
  
  
• Entering the values on the Dispensary Summary options page before you run the report.
• This will show those values on the report ONLY.
  • They will NOT be stored anywhere for them to appear on the report the next time you run it, the values will need to be re-entered.