SiCash Navigation

Status: Under Development

This guide walks through the full workflow of navigating and operating SiCash, from opening the application to completing transactions and consultations.

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Launching SiCash

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the large menu bar on the left.
3. Select SiCompounding (near the top).
4. From the icons displayed across the center of the window, click SiCash.
5. Enter your PIN to gain access.

You are now on the SiCash Home Screen.

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SiCash Home Screen Overview

Primary Actions (Top Left)

• Start Transaction
  Becomes active after the register is opened and starting cash is entered.
• Open Cash Drawer
• Search Transactions
• Registry Reports
• Toggle 2nd Monitor
• Monitor Options
• Settings / Setup
• Help / FAQ

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Search Transactions

1. Click Search Transactions.
2. The Transaction List window opens.

Search & Filter Options

• Scan Order QR Code
• Filter by Transaction #
• Select a Patient from the dropdown
• Filter by:
  • Has Orders: All | No | Yes
  • Is Paid: All | No | Yes
• Enter Order # to locate
• Use navigation buttons to move through long lists

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Registry Reports

1. Click Registry Reports.
2. View a complete log of Register Openings and Closings.

Register Log Details

• Register number
• Opener and closer
• Date and time opened/closed
• Summary of processed transactions
• Payment method breakdown

Z-Report (Close Register Receipt)

Includes:

• Shift details
• Cash count
• Payments by:
  • Cash
  • Check
  • Gift Card
  • Credit Card
  • Credit
  • HSA
• Total transactions

Additional options:

• Mark register as Credit Card Only
• Confirm cash count accuracy
• Verify:
  • Cash reserve for next opening
  • Difference from expected cash count

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Settings / Setup

General Settings

• Monitor Mode: Single or Multi-Monitor
• Closing Register: Per Shift or Per Day
• Sales Tax Rates: State, County, City, Special
• Limited PIN Entry
• POS End of Day Cash Reserve
• Customer Confirmations Method
• Signature Capture Method
• Receipt Format: Receipt size or 8.5x11

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Register Quick Keys

Add New Key

• Background color
• Text color
• Column placement
• Label text

Icons:

• ✏️ Edit
• 🗑️ Delete

Add Product Item

• Select products from searchable list
• Remove items as needed

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Additional Settings (Future Development)

• Promos Setup
• Loyalty Setup
• Products Setup

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Diagnostics

Used to test connected devices:

• Receipt printer
• Credit card terminal

Includes:

• Test print confirmation

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Cash-In Register Process

1. Enter Starting Cash Amount (e.g., $100.00).
2. Click Confirm.
3. Confirm SOD Amount.
4. Register status changes to Open.

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Starting a Transaction

1. Click Start Transaction.
2. Scan:
   • UPC barcode
   • Order QR code
   • Prescription
3. Or search for a patient by:
   • Name
   • Date of birth
   • Phone number

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POS Workflow Columns

Column 1: Patient Selection

• Displays selected patient
• Picking Up for Family?
  • Show/Hide family members

Column 2: Available Orders

• Add all orders or individual orders
• Remove all or individual items

Column 3: Orders for Review

• Review selected orders before checkout

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Transaction Review

• View order details
• Perform price overrides
• View products in SiCompounding
• Void non-order line items

Order Details Panel

• View all added orders
• Focus specific order lines
• Remove orders if needed
• Add additional orders or scan items

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Finalizing the Transaction

1. Click Finalize Transaction.
2. On multi-monitor setups, cashier sees Waiting for Confirmations.

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Customer Confirmation Steps

Step 1: Patient Info

• Customer confirms displayed information

Step 2: Confirm Rx

• Verify prescriptions and drug names

Step 3: Inquire Consult

• Accept or decline pharmacist consultation

Step 4: Signature

• Capture signature and save

Step 5: Payment

• Payment methods:
  • Cash
  • Card Reader
  • Personal Check
  • Stored Card
• Partial payments allowed
• Click Process, then Complete Transaction

Receipt prints and orders are processed.

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Consultation Workflow (If Accepted)

1. Click Consultation Requested on Home Screen.
2. Select a patient.

Consultation Sections

• Patient Information
  • Allergies highlighted
• Medication Details
• Rx Info / Directions
• Drug Interactions
• Side Effects
• Follow-Up
• Consultation Notes (Required)

Click Press to Finish when complete.

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Completion

This concludes the step-by-step guide for navigating and using SiCash.