CMS 3.0 User Manual

The CMS3.0 is an open-source clinic management system project jointly implemented by the Hong Kong Medical Association (HKMA) and the Information and software Industry Association (ISIA), with the funding support from the Office of the Government Chief Information Officer (OGCIO) under the Sector-specific Programme (SSP) for the Medical and Health Sector, and was developed by the Mobigator Technology Group.

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CMS 3.0 User Manual

Table of ContentsPart I Introduction Part II Basic Work Flow Part III Patient1 Patient Arrival Work Flow ................................................................................................................................... 2 Search Patient ................................................................................................................................... 3 Create new Patient ................................................................................................................................... 4 Edit Patient Information ................................................................................................................................... 5 Edit Patient Medical Background ................................................................................................................................... 6 Patient Record Information ...................................................................................................................................

4 4 55 6 8 9 11 11

Part IV Waiting Queue1 Add Patient to Waiting Queue ................................................................................................................................... 2 Take Vital Sign ................................................................................................................................... 3 Assign to another Doctor ................................................................................................................................... 4 Update Remarks ...................................................................................................................................

1313 14 15 16

Part V Appointment1 Create Appointment ................................................................................................................................... 2 Change Appointment Time ................................................................................................................................... 3 Callback................................................................................................................................... List

1616 18 19

Part VI Consultation1 Consulation Work Flow ................................................................................................................................... 2 Consultation Notes ................................................................................................................................... 3 Prescription ................................................................................................................................... 4 Billing ................................................................................................................................... 5 Take Vitals ................................................................................................................................... 6 Create Letter ................................................................................................................................... 7 Upload Attachment ................................................................................................................................... 8 Update Medical Background ...................................................................................................................................

2021 22 23 25 26 27 28 30

Part VII Dispensary1 Dispensary Work Flow ................................................................................................................................... 2 Print Label ................................................................................................................................... 3 Print Prescription Form ................................................................................................................................... 4 Payment................................................................................................................................... 5 Print Invoice and Receipt ...................................................................................................................................

3131 32 33 34 35

Part VIII Inventory

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Contents

3 36 37 39 41 42 44

1 Inventory Process ................................................................................................................................... 2 Create Purchase Request ................................................................................................................................... 3 Drug Delivery ................................................................................................................................... 4 Inventory Management ................................................................................................................................... 5 Inventory Reconciliation ................................................................................................................................... 6 Inventory Stock Move ...................................................................................................................................

Part IX Report1 Report Types ................................................................................................................................... 2 Search Data ................................................................................................................................... 3 Expand Record for Details ................................................................................................................................... 4 Advanced Tools ...................................................................................................................................Drill Member Drill Position Drill Replace Drill Through

4445 46 47 47

.......................................................................................................................................................... 48 .......................................................................................................................................................... 48 .......................................................................................................................................................... 49 .......................................................................................................................................................... 49

Part X Cashbook Part XI Admin1 Clinic Setting ................................................................................................................................... 2 Calendar Setting ................................................................................................................................... 3 Patient ................................................................................................................................... 4 Consultation ................................................................................................................................... 5 Available Fields in Template ................................................................................................................................... 6 Code & Abbreviation ................................................................................................................................... 7 Billing &................................................................................................................................... Payment 8 Inventory ................................................................................................................................... 9 Users ................................................................................................................................... 10 Backup And Restore ................................................................................................................................... 11 System Maintenance ...................................................................................................................................Backup Restore

50 5050 51 52 53 54 56 56 57 58 58 59

Backup & Restore .......................................................................................................................................................... 59 ......................................................................................................................................................... 59 ......................................................................................................................................................... 60

Upload Backup......................................................................................................................................................... 61 Download Backup ......................................................................................................................................................... 62 Backup Setting ......................................................................................................................................................... 63 Search Backup......................................................................................................................................................... 63 Rebuild Search Index .......................................................................................................................................................... 63

12 Label Printing Setting ...................................................................................................................................

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Index

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3

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CMS 3.0 User Manual

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IntroductionThe CMS3.0 is an open-source clinic management system project jointly implemented by the Hong Kong Medical Association (HKMA) and the Information and software Industry Association (ISIA), with the funding support from the Office of the Government Chief Information Officer (OGCIO) under the Sector-specific Programme (SSP) for the Medical and Health Sector, and was developed by the Mobigator Technology Group. For the latest information, please visit: http://cms3.mobigator.com

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Basic Work FlowBasic work flow

Appointment (optional) Create/reschedule appointment Call back to confirm the appointment.

Patient Arrival Search for patient record by name, ID, and phone number Create patient record for new patient Existing patient: verify and update information, if necessary Take vital sign, if necessary

Consultation Check vital signs, if necessary. Review previous episodes. Enter consultation notes. Enter prescription print drug labels or send prescription to pharmacy. Enter bill information. Upload attachments Create letters.

Dispensary Check dispensary queue or retrieve drug labels from printer. Pick drugs and labeling. Verify with pharmacist / doctor.

Payment Settle payment. Print receipt/invoice, if necessary

Basic Work Flow

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3

PatientThe module provide the following functionality: Create new patient record The system provides a function to create a new patient record. It store patient's contact, next of kin, medical background, insurance and security information,etc. It also allow the user to link patient records in case of duplicated records.

Edit existing patient record The system supports modification of a patient record, any modification on the patient record are recorded in the audit trail. Search patient record The system support the search for patient records using: - Patient number - HKID or Passport ID - Name - Telephone

3.1

Patient Arrival Work Flow Search for patient record by name, ID, tel, address (building/floor/flat) or other fields Create a new patient if he/she is a new patient For the existing patient, verify the patient information and update information if necessary Take vital signs if necessary

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3.2

Search Patient1. The patient search is available on every sections at the right-top corner.

2. The search result will be shown as a pop-up window.

Patient

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3. Double click the record to show the patient details information.

4. Different actions can be performed on the selected patient record.

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3.3

Create new Patient1. Click "New Patient" under waiting queue.

2. Enter the necessary information in the popup window. Fields marked with "*" is the required fields. Note: You can enter only year in the DOB (Age) field if the patient does not have exact date of birth.

3. Click "Create" to create the patient record. After the patient record is created, it will show up in the

Patient

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search result. You can either add to the waiting queue or make an appointment.

3.4

Edit Patient Information1. Search the patient by name, patient no., telephone or address.

2. Double click on the patient record to bring up the patient record popup.

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3. Update the patient record as necessary and click "Update" to save the patient record.

Patient

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3.5

Edit Patient Medical Background1. Search the patient by name, patient no., telephone or address. 2. Click the "Medical Background" Tab Note: You can edit the medical background information in Admin section.

3. Update the patient's record as necessary and click "Update" to save the patient record.

3.6

Patient Record InformationSection Main Field Patient No. Responsible Doctor Remarks System generates one if empty The responsible doctor of the patient, patient is default assigned to this doctor when he/she is added to waiting queue. Patient's official ID. Search field. Official ID type Search field. Search field.

HKID/Passport No. *ID Type *Surname Given Name Surname(Chinese) Given Name(Chinese) Alias 1 Alias 2 DOB(Age) *Sex Drug Label Language

Patient's alias name

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Contact No. & Address

Next of Kin

Referrer

Medical Background

Mobile Home Office Pager Fax Email Address Name Relationship Contact No Title Name Email Contact No Fax Address Customized select box

Mobile phone number. Search field. Home phone number Office phone number

Patient's address. Relationship with patient.

Drug Allergies

The default select box are Blood type / G6PD status/ Smoking history, user can define their own medical background select box. Patient's drug allergies information. System check it with the prescription to give warning to doctor when there is full matched case. The active problem list of the patients Patient's Medical card scheme record Patient's Appointment record Patient's Episodes record

Remarks Problem List Insurance Appointments Episodes Security Insurance Appointments Episodes Registered Clinic EPR Classified Record

Memo

Special Instruction

Mark the patient's record as confidential when this is checked. Only the responsible doctor can see the full record, others can not access the sensitive information of the patient like HKID, age. etc. The information are shown on waiting queue and consultation page to alert the nurse and doctor. Duplicated patient's record

Internal Memo Linked Patient Linked Patient Records Records * - must fields.

Patient

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Waiting QueueThis module provides the functionality for the management of patient queuing process. It displays the real-time situation of the waiting list. The queue is a doctor-specific, e.g each doctor has his/her own waiting queue. It provide easy recording of patient arrival and adding to the appropriate waiting list. It also support the rearrangement and deletion of patients in a waiting list -- user can rearrange the patient order or assignment the patient to another doctor.

4.1

Add Patient to Waiting Queue1. Search the patient by name, patient no., telephone or address.

2. Click the icon

or use the Hotkey(Ctrl+Alt+Q) to add the patient to waiting queue

3. Choose the doctor(Assign To) and type the Remarks to remind the doctor.

4. Then the patient is listed on the Waiting Queue.

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4.2

Take Vital Sign1. Choose the patient from the Waiting Queue.

2. Click the Vital Sign Icon

or use the Hokey(Ctrl+Alt+V)

3. Fill the patient's vital information and click submit to save the information. Note: You can edit the medical background information in Admin section.

Waiting Queue

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4.3

Assign to another Doctor1. Choose the patient from the Waiting Queue.

2. Click the Assign Doctor Icon

or use the Hokey(Ctrl+Alt+V)

3. Select another doctor in Assign To select box and click Submit to update the changes.

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4.4

Update Remarks1. Choose the patient from the Waiting Queue.

2. Click the Assign Doctor Icon

or use the Hokey(Ctrl+Alt+V)

3. Update the Remarks field and click Submit to update the changes.

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AppointmentThe module provides a calendar-style user interface for the appointment booking function. It allow flexible booking -- once appointment or recurring appointment. It allows re-scheduling of appointments and resource booking by drag and drop functions, and allows cancellation of booked appointments. It also provide callback list function for the confirmation of the appointments.

5.1

Create Appointment1. Click the Appointment on the menu to go to the Appointment page.

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2. Click New button or drag a area on the calendar to bring the appointment editor. 1. Click the New button

2. Drag an area on the calendar cell, the larger the area, the longer the appointment period.

3. Choose the doctor and fill in the appointment information, and click Create to create the appointment

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5.2

Change Appointment TimeThere are two ways to change the appointment time: 1. Drag and move the appointment to another area to change the appointment, and resize the appointment cell to change the appointment period.

Dr ag the cel l

----->

M ov e & rel ase

----->

Dra g but ton lin e

----->

Appointment

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2. Double click the appointment cell to bring the appointment editor.

5.3

Callback List1. Click the icon List: on appointment cell header to bring up the Pending Appointment Confirmation

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2. Double click on the patient to bring up the Callback records

3. Check the Confirmed checkbox for the appointment confirmation.

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ConsultationThe system provides functions to support a doctor's workflow in the consultation room. Consultation Note - this module provides functions to store SOAP notes and diagnosis code. Billing - this provide provide functions to record itemized charges for each patient encounter.

Prescription - this module provides functions to support a doctor's work flow in drug prescriptions. it also storing and retrieving of all prescription histories for doctor's reference. This module displays the drug allergy information throughout the whole prescription process. Vital sign - this module provide the function to entet and view vital signs. Attachment - this module provide functions for editing, storing, retrieving and printing attachments.It also allow send the attachment through email.

Consultation

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6.1

Consulation Work FlowThis is common process for the consultation, but it is not a must process. Clinic can configure to fit their own process. Check vital signs, if necessary. Review previous episodes by date or Dx. Enter consultation notes. Enter prescription print drug labels or send prescription to pharmacy. Enter bill information. Create letters.

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6.2

Consultation Notes

1. Menu bar: 1.1.

Save as template

- Save the current consultation note as template. It will save the S.O.A.P and Diagnosis information 1.2. Select a consultation template

- Choose a previously saved template, the S.O.A.P and Diagnosis will be filled with saved data. 1.3. Copy from Previous

- Choose a previously consultation. Select the row "(Copy whole consultation)" to copy the past consultation including consultation note, billing and prescription information. - Select the row "(Copy Notes only)" to only copy the consultation notes. 2. Patient Remarks and Vital Sign:

2.1.

Patient Remarks - Reminder for the doctor. This field is hidden in the normal case, it will only

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shown if there is information. 2.1. Vital Sign - This show the information filled in Vital Sign as a reference to doctor.

3. SOAP Text area

These are free text area. 4. Diagnosis table

- support search by code and the name assign to Patient's active problem list.

6.3

Prescription

1. Menu bar: 1.1. Save

- "Save" to save the current prescription - "Save as Template" to save the current prescription as a template.

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1.2. Print

- "Save and Print" - Save the current prescription and print prescription labels. - "Print Prescription From" - Print the prescription form, it will only print details of prescription with unchecked be listed below the form. in form, drug names of prescription with checked will

1.3. Reset 1.4

- Clear the prescription table.

Select a prescription template

- Choose a previously saved template, the prescription table will be filled with saved data. 1.5 Select a prescription template

- Choose the patient's previous prescription, the prescriptions table will be filled with saved data. 1.6 Label Language

- Choose the label language for printing. 2. Prescription Table

- In the Item column, search by using Drug name, registration number or the alias

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name. - The default dosage will be filled when the drug is selected. - User can fill in the Q/T, T/D and Days, and also choose the Instruction and Advisory - Uncheck the if the patient will go for other dispensary.

- Following are some special cases: - Allergy - Dangerous drug - Drug not enough/Invalid Prescription Amount

6.4

Billing

1. Menu bar: 1.1.

Save as template

- Save the current billing as template. 1.2. Select a billing template

- Choose a previously saved template, the billing table will be filled as saved data. 1.3. Copy from Previous

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- Choose a previously billing. 2. Billing Table

- In the Item column, choose the billing item. - The billed amount will be filled based on the billing item selected - Update the Billed($) as necessary.

6.5

Take Vitals

- The vital sign list is editable in the Admin section - The vital sign information will also be listed in the consultation page.

Consultation

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6.6

Create Letter

1. Saved Letter tree - The Letters are group by encounter. e.g. The letter belongs to same encounter in put in the same folder. - Double click on the letter to edit the letter 2. Letter menu to create a new letter. to save to current letter to save the current editing letter as a new letter to print the letter to choose the letter template. The letter

template can be set in Admin section to send the letter to other parties. to delete the email

- Internal Remarks - the information entered will not show in the letter.

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6.7

Upload Attachment

1. Attachment List - A List to show the uploaded files. 2. Menu files by click upload the attachment. A upload Files window will show. Select the and click to upload.

-

click to show the thumbnails of attachments

Modality or Remarks

order the Attachment List by Title, Taken Date,

- Double click the item on the Attachment list to show it on the Attachment View to edit the attachment information. Document editor will show to let you to

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update the attachment information.

-

to download the attachments. to show the attachment in full screen mode. to show the attachment's information.

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6.8

Update Medical Background1. Medical Background panel is hidden in the consultation page, click to show the panel.

2. Medical Background panel is hidden in the consultation page, click to show the panel.

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DispensaryThis module provides dispensary and payment functions, including: - Print drug label and prescription form. - Settle payment.

7.1

Dispensary Work Flow

Check dispensary queue or retrieve drug labels from printer. Pick drugs and labeling. Verify with pharmacist / doctor. Print receipt if requested. Settle payment.

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7.2

Print Label1. Select the patient from the Dispensary queue

2. Select language from combo box ,then click labels. Or use specified language to print in the button's submenu.

to print

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7.3

Print Prescription Form1. Select the patient from the Dispensary queue

2. Click the prescription which the

, and select the prescription Form language. It will only print is unchecked in form and list others' name below the form

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7.4

Payment1. Select the patient from the Dispensary queue

2. Choose the Payment method in the Payment section, and update the Amt column.

Dispensary

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7.5

Print Invoice and Receipt1. Select the patient from the Dispensary queue

2. Click

, and select the language to print the invoice.

3. Click

, and select the language to print the receipt.

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InventoryThis module provides drug inventory control functions, including: Create purchase request - create new purchase request to supplier. Drug delivery - stock-in management. Inventory management - Check stock and low inventory item. Inventory reconciliation - Update the stock of the inventory item.

8.1

Inventory ProcessLow inventory Process Check low-level inventory. Create new request to supplier. Update cost and stock level (when new stocks arrive).

Expiry Drug Process Check drug expiry. Create inventory reconciliation records to record the disposed drugs.

Inventory

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8.2

Create Purchase Request1. Go to Inventory page and select the tab Request

2. Click 3. Choose the supplier

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4. System will fill low inventory items which is supplied by this supplier, and fill the request table.

5. User can add other items as well, and update the QTY column, and click the order request.

to make

Inventory

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8.3

Drug Delivery1. Go to Inventory page and select the tab Delivery

2. Click 3. Select the supplier.

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4. System list the request which is related to the supplier selected

5. Check the request list item to list items in the request.

6. Update the Lot#, Exporary date, QTY and Total Cost for the items, and click

to

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create the delivery.

8.4

Inventory Management1. Go to Inventory page and select the tab Inventory

2. Search the inventory items by Registration #, production Name, Alias. Or Click Show All to list

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all the inventory items.

3. Double click on the item to show the delivery history information.Can update delivery usage status, if one delivery is updated to be "run out" status, it's expiry date won't be used to generate Drug Expiry Report.

8.5

Inventory Reconciliation1. Go to Inventory page and select the tab Reconciliation

2. Click 3. Select the inventory item.

4. Update the QTY Changes, Update Reason and the Remarks then click

to update

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the information.

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8.6

Inventory Stock Move1. Go to Inventory page and select the tab Stock Move

2. Click 3. Input the destination to move inventory item.

4. Select inventory item, update the QTY Changes, Update Reason and the Remarks then click to update the information.

9

ReportThis module provides report functions, including: Search records by some criteria Expand records to know details Generate report by a table, excel and PDF

Report

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9.1

Report TypesReport Total Revenue Revenue by Insurer Revenue by Medical Card Scheme Income Report Consumption Drug Prescription Dangerous Drug Replenishment Low Inventory Drug Expiry Consultation History Patient List Diagnosis Alert Limits Report Usage Report Function Total revenue of clinic Total revenue of insurer Total revenue of medical card scheme Drug consumption of doctor Drug prescription of doctor Dangerous Drug consumption and usage Replenishment from supplier Low inventory alert Drug expiry alert

Diagnosis alert limit Resource usage and case report

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9.2

Search Data1. Go to Report page and select one of the report

Search criteria by entering data in the top search bar. You can do the following criteria searching. Search by a day, Click on , input "From" field only

Search by a period, Input both "From" and "To" fields

Search by other reports Click on

Search by a specified record Click on

2. Generate report by clicking on 3. Generate report in excel by clicking on 4. Generate report in PDF by clicking on . Need to do step 2 first. . Need to do step 2 first.

Report

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9.3

Expand Record for Details1. Click on in table to expand the record

9.4

Advanced Tools1. Click on "Display Options" to open advanced tools

Function Open OLAP navigator. Can add filters on the data and design which columns and rows should be shown. Show MDX editor. Can write own MDX query to customize the report Sort data Show / Hide all parent members Show / Hide spans Show / Hide member properties Show / Suppress empty columns and rows Swap axes Enable / Disable drill member function Enable / Disable drill position function Enable / Disable drill replace function Enable / Disable drill through function Show / Hide chart Show chart configuration panel Show print configuration panel

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9.4.1

Drill Member1. Press next to a member

2. All members will be expanded

9.4.2

Drill Position1. Press next to a member

Report

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2. Only the position is drilled

9.4.3

Drill Replace1. Press or to change the level view

2. The top level is hidden after pressed

next to the top level member

9.4.4

Drill Through1. Press next to a data

2. The detail results will show under the current report

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Cashbook1. Cash book is a page to display the cash income and spending of a period

2. Click New button to create a new cash book record. 3. Fill the detail the record. Positive amount is income while a negative amount is spending. And Click Create button to create a new record.

1111.1

AdminClinic SettingClinic information will be display on the printing document.

1. Go to Admin Section, and click Clinic Setting->Clinic Setting 2. Update the clinic name and contact information like phone No and address.

Admin

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11.2

Calendar Setting

1. Go to Admin Section, and click Clinic Setting->Calendar Setting 2. Start Time and End Time define the opening hour of the clinic 3. Off Period define the non-opening hour of the clinic, e.g. the lunch break. The off hour is separated by comma ",".

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11.3

PatientPage Official ID Region & District Function Setting the Official ID type of the patient. Setting the address region & district selection for patient. To add more district to the Region, click "Edit District" button to bring up the "Address District Edit" page.

Relationship Patient Number Counter

Define the relationship type for patient's next of kin Patient No. Setting

Referral List

Patient's Referral List

Admin

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11.4

ConsultationPage Customized Field Function Setting the customized field for User profile, Vital Sign and Medical Background. etc. For input Type as "Select", User can click "Edit Options" to bring up the "Options Edit" page, and add more options to the select.

Quick Menu Template

Setting the link to other URL/ website

Template Letter

Description Setup the public/personal letter template.e.g. sick leave letter or referral letter. Consultation Setup the public/personal consultation note template. Prescription Setup the public/personal prescription template. Billing Setup the public/personal billing template. Setup the public/personal clinic document template.e.g. Clinic Document invoice, receipt and prescription form. etc.

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11.5

Available Fields in TemplateApplication Scope Field Remarks

All Templates (Except Request)

{{doctorEnglishName}} {{doctorChineseName}} {{doctorTel}} {{doctorTitle}} {{medicalCouncilRegNo}} Medical Council Registration No. of Doctor {{patientReferrer}} {{referrerName}} {{referrerTitle}} {{referrerContactNo}} {{referrerAddress}} {{referrerFax}} {{patientEnglishName}} {{patientChineseName}} {{patientNo}} {{officialId}} {{sex}} {{age}} {{clinicAddress}} {{clinicPhone}} {{clinicFax}} {{clinicEnglishName}} {{clinicChineseName}} {{date}}

Patient Number

*Clinic Document Template

Prescription From

{{drugAllergy}} {{tableStart}} {{tableEnd}} {drugName} {dosage} {unit} {frequency} {duration} {quantity} {instruction} {advisory} {remark} {filledInClinic}

Allergies Beginning of Table End of Table Drug Name

Indicate Whether to Dispense in Clinic or not Beginning of Table End of Table Invoice Charged Item Billed Amount of One Item Total Amount of All Items Drug Name

Invoice

{{reprintWaterMark}} {{tableStart}} {{tableEnd}} {chargeItem} {amountBilled} {{totalAmount}}

Drug Label

{drugName} {frequency} {dosage}

Admin

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Payment Receipt Template

{unit} {duration} {advisory} {instruction} {quantity} {{pageBreak}} {{reprintWaterMark}} {{tableStart}} {{tableEnd}} {chargeItem} {amountBilled} {itemName} {remark} {amount} {{totalAmount}} {{totalPaidAmount}}

Beginning of Table End of Table Invoice Charged Item Billed Amount of One Item Receipt Item Name Amount of receipt item Total Amount of All Items Total Received Amount Request Person Name

Request

{{requestBy}} {{requsetDate}} {{requestTel}} {{requestMobile}} {{requestEmail}} {{requestTo}} {{supplierContactPerson}} {{supplierAddress}} {{supplierTel}} {{supplierFax}} {{date}} {{tableStart}} {{tableEnd}} {itemName} {quantity} {remarks}

Requested Suppliers Name

Current Date Beginning of Table End of Table Request Drug Name Request Drug Quantity

Patient Name label Registration Card{{symptom}} {{subjective}} Symptom in Consultation Notes Equivalent with Symptom Observation in Consultation Notes Equivalent with Observation Assessment in Consultation Notes Diagnosis Details Plan in Consultation Notes Date of Encounter

letter Template

{{observation}} {{objective}} {{assessment}} {{diagnosisCode}} {{plan}} {{encounterDate}}

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{{encounterTime}}

Time of Encounter

* - For fields in Clinic Document Template, if field surrounded by single braces ( for example: {remark} ) ,it represent a table's field and will do auto loop data loading, such field should be placed within {{tableStart}} and {{tableEnd}}

11.6

Code & AbbreviationPage *Diagnosis Code *Prescription Code *Advisory Template *Instruction Template Function Setup the diagnosis code for the system. This support different scheme of diagnosis code. Setup the code the prescription dosage, frequency and duration. Setup the template for prescription advisory. Setup the template for prescription instruction.

* - When using "Import Xml", the filename format must be the same as the exported one.

11.7

Billing & PaymentPage Charge Item Payment Method Function Setup the public/personal charge item. Setup the payment method of the system.

Admin

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11.8

InventoryPage *Inventory Item Function Setup the inventory item list of the system, e.g.drugs(master drug list and clinic drug list) and device. InventoryItem New / Edit Field Description Registration # Registration number of the item Clnic Durg # Product Name Product Name (Chinese) Label Name The name to be printed on the label. If not set, will use Product Name by default Label Name The name to be printed on the label. If not set, will (Chinese) use Product Name (Chinese ) by default Generic Name Generic Name (Chinese) Alias Standard Cost Unit Price Certificate Holder Expected Qty The expected quantity the inventory should have Reorder Level Location Priority The priority while listing, item with smaller number will be listed first Active Check if the item can be used Master Drug List Clinic Drug List Check if the item can be used in clinic (Must also check Active to use) Dangerous Check if it is a dangerous drug Ingredients Remarks Dosage (Q/T) Minimal Dosage (Q/T) Unit Frequency (T/D) Duration Unit Minimal Dispensary Unit Instruction Advisory * Supplier and Manufacturer Setup the supplier and manufacturer list of the inventory items. * To show the company in the request supplier list, the type must be "Supplier" Inventory movement log Inventory movement log which record the inventory changes. * - When using "Import Xml", the filename format must be the same as the exported one. Quantity per time Minimal dosage the patient should take. If the dosage is not met the minimal dosage, a warning will be shown. Time per day

Minimal unit the item should be given out. If the dosage is not met the minimal dosage, a warning will be shown.

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11.9

UsersPage User Role Permission Function Setup the users and their role. Setup the roles and their permission. Setup the permission of the system.

11.10 Backup And Restore

1. Backup - Click "Create a New Backup" to create a new backup. - Click "Yes" to confirm the backup process if you wish to continue.

- Input a password and select a backup type for the backup. The password will be required for the restore process. Full Backup - Backup all the files and database (Recommend) Differential Backup - Store the difference between the current data and the previous full backup

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59

2. Restore - Click "All" to restore both system file and database - Click "System File" to restore the system file only - Click "Database" to restore the database only.

11.11 System Maintenance11.11.1 Backup & Restore11.11.1.1 Backup 1. Select "admin" in menu bar

2. In the left menu, expand "System Maintenance" and select "Backup & Restore"

3. In this interface, you can view your backups

4. To make a new backup, please click 5. Click "Yes" to create a new backup

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6. Type your backup password two times and select the backup type, press "Create" after entered.

7. Wait for the backup completed

8. Backup has been created

11.11.1.2 Restore During restoring, the CMS 3.0 server will NOT be functional To restore a full backup, you can select a record with file type - "Full" To restore a differential backup, you need to restore a full backup first and then restore the differential backup There are two types of data you can restore - Files and database. Restore files 1. Press in the backup record row

2. Press "Yes"

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61

3. Press "Yes"

4. Type password for this backup and press "OK"

5. Wait for a moment.

6. Restore completed

7. Remember to restart CMS 3.0 server Restore database 1. Click in the backup record row

2. Similar to Restore files

Restore File + Database 1. Click in the backup record row

2. Similar to Restore files

11.11.1.3 Upload Backup 1. Click

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2. Press "Add" in the upload panel

3. Choose the file you want to upload and click open Note: the backup file name must begin with cms3_bk_ and be a 7z file e.g. cms3_bk_2009-05-05_16-08-33_inc.7z

4. Click "Upload" after added to the panel

11.11.1.4 Download Backup 1. Select the backup file you want to download

2. Double click on it or click

to download

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11.11.1.5 Backup Setting 1. Press 2. You can change the config here and press "Change" - Backup Path : This is the path in the server pc, not the client pc.

11.11.1.6 Search Backup 1. Press the calendar icon in "From" field to select the backup start date

2. Select the date

3. Select backup end date in "To" field

4. Press "Search"

5. The backup files you want are shown in the panel

11.11.2 Rebuild Search IndexWhen you can't search the records, you can try to rebuild the search index

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11.12 Label Printing Setting1. Change the paper size in the printer setting of control panel 1.1. Go to Control Panel -> Printers and Faxes

1.2. Right Click on the label printer and click Properties

1.3. Click the Printing Preferences..

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1.4. Choose/Customize the label printer size in the Paper Options. (The interface may be different for different printers.)

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2. Change the paper margin in the CMS Client 2.1. Click the Server Setting on the CMS Client

2.2. Choose the label printer in Label Printer Setup

2.3. Adjust the Orientation and Margin to fit your drug label.