Compliance

Use Compliance › Prescriptions to inspect the request, original PT33, clinic batch, verification, and checkout clearance together.

1. Open Compliance › Prescriptions and search by PT33, request, patient, or original.
2. Open the matching clearance row.
3. Review Original PT33, PT33 record, Clinic batch, and Verification.
4. Complete the action shown for the record, then return to the list.

Batch assignment connects the clinic dispatch and received original to the operational PT33 record.

1. Open the prescription record and choose Assign batch.
2. Enter Batch reference, Clinic dispatch date, and Expected arrival, then save.
3. When the original arrives, reopen the record and choose Verify original.
4. Enter Received date and complete the verification fields shown.
5. Save the verification.

The compliance ledger connects posted source and outbound movements to their document status.

1. Open Compliance › Ledger.
2. Choose Ledger month.
3. Search for the product, source, document, or transaction needing review.
4. Review Ledger line, Quantity, Source / document, Status, and Action.
5. Open the source transaction when a line needs correction.

Exports use the selected ledger month and the posted records available to the signed-in role.

1. Open Compliance › Ledger and choose Ledger month.
2. Resolve visible ledger errors before exporting.
3. Choose Export PT27 or Export PT28.
4. Open the downloaded file and confirm the organization and month.