Helpie FAQ – Group Sample

[helpie_notices group_id=’11’/]

Getting Started

  • PharmaAudit is a pharmacy audit app designed to help pharmacy teams record stock checks, expiry dates, waste, recalls, near misses, and expiry cycle checks in one place.

    It is built for day-to-day pharmacy use, with simple records, audit history, and exportable reports.

  • After installing PharmaAudit, it is best to complete the basic setup before adding live pharmacy records.

    Start by going to Settings and entering your pharmacy details. Then add your staff members, so records such as near misses, expiry checks, recall actions, and waste entries can be linked to the correct team member.

    Next, add your pharmacy locations. These could include areas such as the dispensary shelf, fridge, CD cabinet, OTC area, specials shelf, or any other storage areas used in your pharmacy. Locations make stock records and expiry cycle checks much easier to manage.

    You should also go through the other settings before using the app fully. For example, you can enable medicine recalls, choose your recall country, decide whether to track pack prices, and review backup or Cloud Sync Beta options.

    A simple setup order is:

    1. Enter pharmacy details.
    2. Add staff members.
    3. Add pharmacy locations.
    4. Enable recalls if you want to record recall checks and actions.
    5. Choose whether to enable price tracking.
    6. Set up Cloud Sync Beta (optional)
    7. Start adding stock, expiry dates, waste records, near misses, and expiry cycle checks.

    If you are using more than one device, set up Cloud Sync Beta and press Sync Now on the new device before adding new records.

  • Yes. PharmaAudit supports barcode scanning using the device camera.

    The app can scan standard linear barcodes, such as common medicine pack barcodes, as well as supported 2D barcodes where available.

    When a standard linear barcode is scanned, PharmaAudit can help identify or remember the medicine description for future use. If the barcode is not recognised, you can enter the medicine details manually and the app can use that information again later.

    When a supported 2D medicine barcode is scanned, PharmaAudit may be able to capture additional information from the code, such as the product identifier, batch number, serial number, and expiry date. This can make adding stock records quicker and reduce manual entry.

    Camera access is used only for barcode scanning. PharmaAudit does not store photos or videos from the camera.

  • Yes, it is recommended. Locations help you organise stock records and make expiry checks easier to complete.

    Examples of locations could include:

    Dispensary shelf (names or numbers), Fridge, CD cabinet, OTC area, or any other area used in your pharmacy.

  • Cloud Sync Beta allows signed-in devices to connect to the same pharmacy workspace and keep records such as stock items, locations, staff, waste records, near misses, expiry checks, recall actions, and key pharmacy settings aligned.

    It is useful when more than one pharmacy device needs access to the same information.

  • Yes. PharmaAudit can still be used locally on one device without Cloud Sync Beta.

    Cloud Sync Beta is optional and is designed for pharmacies that want to keep selected pharmacy data aligned across signed-in devices.

  • Before using the app for live records, check that your pharmacy details, staff list, and locations are correct.

    If using Cloud Sync Beta, sign in, select your workspace, and complete a successful Sync Now. You may also wish to export a manual backup as an extra safety step.

  • Yes. You can update pharmacy details, staff members, locations, recall settings, price tracking, and backup options from the Settings area.

    Some changes, such as location changes, may affect how stock and expiry checks are organised, so it is best to keep location names clear and consistent.

  • No. PharmaAudit is a record-keeping and audit support tool. Pharmacy teams remain responsible for checking medicines, following local SOPs, responding to recalls, maintaining professional standards, and complying with relevant legal and regulatory requirements.

  • Yes. You can edit a stock item after it has been added.

    Go to the Stock screen and tap anywhere on the item tile you want to update. This will open the item details, where you can edit information such as the medicine description, expiry date, quantity, location, and pack price if price tracking is enabled.

    After making changes, save the item to update the record.

    If you are using Cloud Sync Beta, press Sync Now to help keep the updated item information aligned across your signed-in devices.