Editing and Deleting Dispenses

Overview

If you made a mistake when logging a dispense, you can edit it to correct the information. If a dispense was logged in error, you can delete it to remove the transaction and adjust inventory accordingly.

All edits and deletions are recorded in the audit log for compliance purposes.

Editing a Dispense

If you need to fix a mistake on a dispense record:

1. Navigate to the Dispenses page from the sidebar.
2. Find the dispense you need to correct.
3. Click the three-dot menu icon on the right side of the dispense row.
4. Select Edit from the dropdown menu.
5. Update the fields that need correcting.
6. If changing the quantity will trigger a low stock warning, you will see a message: "This dispense will trigger low stock status. Stock will be X after dispense."
7. Click Update Dispense.

All edits are recorded in the audit log, including what was changed, the old values, the new values, and who made the edit.

Deleting a Dispense

To remove a dispense:

1. Navigate to the Dispenses page from the sidebar.
2. Find the dispense you need to delete.
3. Click the three-dot menu icon on the right side of the dispense row.
4. Select Delete from the dropdown menu.
5. A confirmation modal will appear: "Delete Dispense - Password Required."
6. The modal will display the RX number and product details to confirm you are deleting the correct record.
7. Enter your staff password to confirm.
8. Click Delete Dispense.

Deleting a dispense increases the product's stock by the quantity that was originally recorded (since the deduction is reversed). The deletion is also recorded in the audit log for compliance purposes.

Adding Notes

Each dispense has a notes section for your team to add context. This is useful for documenting unusual situations, pharmacist consultations, or other details worth recording.

To add a note:

1. Navigate to the Dispenses page from the sidebar.
2. Click the document icon in the NOTES column for the dispense.
3. Enter your note.
4. Click Save.

Notes are visible to all users and are included in the audit trail.

Approval Requirements

Depending on your role, editing or deleting dispenses may require approval from a pharmacist or administrator before the changes are finalized. See the Adding Your Team article for details on which roles require approval.