Choose POS, invoice, or sales order
Available to
Revenue Cycle or Billing Officer, Finance Officer, Pharmacy Professional, and authorised commercial manager.This decision page prevents a common healthcare-ERP error: treating every charge, medicine issue, or customer relationship as the same commercial flow.
| Situation | Recommended functional route | What it is not |
|---|---|---|
| Walk-in OTC pharmacy sale with immediate payment | Pharmacy POS, with receipt or invoice when configured | A substitute for prescription or controlled-medicine checks |
| Prescription medicine supplied and paid at a counter | Pharmacy POS only after the Ventrecs prescription-authorisation checks pass | An unrestricted retail sale or an offline workaround |
| Patient or guarantor charge billed after service | Customer invoice from the approved charge or billing route | An electronic insurance claim unless that connector is deployed |
| Contracted corporate, employer, or payer service | Sales order or customer invoice according to the approved contract workflow | A reason to expose clinical notes or use a generic retail POS sale |
| Medical goods consumed within a ward or for an inpatient | Patient-specific pharmacy dispensing, or an approved internal-consumption / stock-cost route | POS and, by default, a generic external sales order |
| Supplier purchase | Purchase order, receipt, and supplier bill flow | A customer sales order |
Steps
- Identify whether the recipient is a retail customer, a patient or guarantor, a contracted organisation, a payer, or an internal department.
- Identify whether payment is immediate, invoiced on credit, contract-based, or part of an approved external claims process.
- Confirm whether the item is an OTC sale, a prescription fulfilment, a patient-specific issue, a department stock issue, or a service charge.
- Choose the configured route from the table and apply its financial, clinical, stock, and approval controls.
- Escalate any mixed or unusual case to the revenue-cycle, finance, pharmacy, or supply-chain owner rather than forcing it through POS.