Patient CRM FAQs
Here are some of our most frequently asked questions about the Patient CRM.
1. What do the patient icons mean?
All the icons you'll see in the patient CRM have been described in the table below.
| Icon | Name | Description |
|---|---|---|
 | Allergies | An A on the patient record indicates that allergies have been recorded for this patient. You can view all the recorded allergies and conditions by accessing the patient details from the patient's CRM using any of the [...] buttons, and navigating to the Allergies tab. |
 | Nominated | This icon will display for patients who have been nominated to your pharmacy for EPS. You can nominate a patient from the patient preview window, their patient CRM or patient details form, and from within the PDS window. Patients must provide consent before being nominated. |
 | Not nominated | This icon will display for patient's who are not nominated to your pharmacy. |
 | Delivery | The delivery icon will display for your delivery patients. Patients are marked as delivery patients by toggling the Delivery switch to Yes on the Additional Services tab within the patient details form. |
 | Collection | The collection icon will display for patients marked as In Store Pick-Up patients on the Additional Services tab within the patient details form. |
 | Paying | The paying icon displays for patients where the Exemption Details field in their patient details form has been saved as Paying. |
 | Non-paying | Patients with an exemption letter stored in their patient details form will display the non-paying icon. The patient's exemption status can be seen in a tooltip by hovering over this icon in the patient CRM. |
 | Paying unknown | Patients with exemption details set to Not Known in the patient details form will display the paying unknown icon. |
2. What information is displayed in the Medication History tree view in the patient CRM?
For each dispensed item (determined after an item has been picked), you'll see a handful of details within the Medication History tree view. We've broken this down line-by-line below:
- On the first line, you'll find a description of the prescribed item (name, strength, formulation etc.), the date it was dispensed, and the branch name/ID of where this item was last dispensed.
- On the second line, you'll find the date/time the item was dispensed, the quantity prescribed and dosage instructions, and the branch name/ID of where this item was last dispensed.
- After the item has been stored or handed out, a third line will display. This line displays the quantity dispensed, details of the dispensed item (dispensed product choice, pack size, supplier/manufacturer) and the date/time the item was given/dispensed.
- If any edits have been made to the prescription, the details of the edits made will display within this third line alongside a Prescription Edited caption including the date/time the record was amended, the edit reason selected, the specific amendments made to the prescribed/dispensed quantity and any additional notes that may have been recorded by the user who made the edits.
Please see our FAQ regarding tree view badges to learn about each badge in the Medication History.
3. What badges might I see displayed in the Medication History tree view in the patient CRM?
Alongside the prescription type badges such as FP10, you may see several other badges displayed in the Medication History tree view. These are:
- RD: Repeat Dispensed (RD) items will display an RD badge along with the prescription issue number e.g., RD 4 of 6.
- SCRIPT DUE: This badge will display on items with an outstanding emergency supply when no prescription has been issued for redemption.
- OWING: This badge will display showing the owed quantity when there is an outstanding balance, e.g., 28 OWING. Where an item has an owed quantity, this line will be expanded by default in the patient's Medication History until the owing is cleared.
- None Owing: When owings have been fully redeemed or marked as Not Given this label will be displayed.
- REDEEMED: Will be displayed once an Emergency Supply script has been fully redeemed.
- ND: Will be displayed if an item is fully marked as Not Dispensed.
- MDS: Will display on all MDS items.
- SSP: Dispensed substituted items will be displayed with an SSP badge.
- STOPPED: Stopped items will be displayed with a STOPPED badge in the patient record.
4. What information can I see in the External PMR?
An External PMR may be visible within the patient's Medication History when data has been imported from another PMR supplier. The information you will find in the External PMR has been broken down below, line-by-line:
- On the first line, you'll find a description of the prescribed item (name, strength, formulation etc.) and the date it was dispensed.
- On the second line, you'll find the date/time the item was dispensed and the quantity prescribed and dosage instructions.
It is important to note that this record is read-only. You will be unable to edit or view prescriptions, view or reprint labels or interact with items such as marking them as STOPPED. The External PMR is for informational purposes only.