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Adding, Viewing, Activating, and Managing Patient Profiles

The Patients tab allows you to view, add, and manage patient profiles in your pharmacy system.

 

Open the Patients tab

  • Click on the Patients tab in the left toolbar.
 

View patient list

  • A table displaying all patients associated with your pharmacy will appear.
 

Add a new patient

  • Click the Add Patient button.
  • A pop-up window will appear requesting patient information, including:
    • Primary identification type and number
    • Name
    • Address
  • Enter all required details and click Create.
  • The new patient will now appear in the patient list.
Notion image
 

Filter patients

  • Use the filter options to view Active or Inactive patients.
  • Inactive patients typically include:
    • Patients who no longer visit the pharmacy
    • Accidental duplicate records that have been deactivated
 

Activate or inactivate a patient

  • Click on the patient’s name to open their profile.
  • Select the appropriate action to activate or inactivate the patient.
 
 
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