Patient videos
The patient CRM (Customer Relationship Manager) is a complete patient-centric solution providing you with a location to store all your patient's demographic details, repeat medication, appointments and services and more. Check out our most watched patient video playlist to learn more about the patient CRM and patient details form.
You can use the table of contents to jump to the specific video you need. You can find more videos for all the processes you can complete in the Patients module within each article, found in the left-navigation content tree.
Patient walkthrough
Watch the video below to be guided through the process of adding, editing and nominating patients. We'll also walk you through how to use PDS within Apotec CRM and how to search for patients.
The examples used in the video are for demonstrative purposes only and may not reflect clinically accurate scenarios.
Adding patients in Workflow
Patients will need to be added in Apotec CRM before you are able to perform any patient-related activities. Watch the video below to learn how to add a patient using the patient match tool in Workflow using the data from their incoming prescription.
Editing patients
Once a patient has been created, you may need to edit their details.
Deleting a patient in the CRM
You are able to mark patients as deleted, and restore them at a later date if needed.
Nominations from the patient preview
Patients need to be nominated to your pharmacy for you to download their EPS prescriptions. The video below will walk you through the steps to nominate patients from within the patient preview.
Nominations from the PDS window
Patients need to be nominated to your pharmacy for you to download their EPS prescriptions. Learn how to nominate patients from the PDS window by watching the video below.