Skip to main content

Selecting Prescribers and Prescribing Organisations

You can add Prescribers and a Prescribing Organisation on the Prescriber tab in the patient details form. These details will be used as the default Prescribers and Prescribing Organisation when adding manual prescriptions.

Warning

Please take the utmost care when editing Prescriber details as all patients with the Prescriber association will be impacted by these changes.

  1. To begin, from any module within Apotec CRM, type the patient's surname into the Search bar and press [Enter] on the keyboard. Highlight the patient in the search results.

Patient Search

  1. Select the [View Patient - F3] button. The patient's CRM opens.

Patient CRM

  1. Select the [...] button found within the Prescribing Organisation section to open the patient details form on the Prescriber tab.

Patient details form

Adding a Prescribing Organisation​

43s, no sound

  1. Select the [Add - F4] button in the Prescribing Organisation section. The Select Prescribing Organisation window displays.

Select Prescribing Organisation

  1. Use the Search box to search for the patient's Prescribing Organisation. Highlight the Prescribing Organisation in the grid.
Tip

If required, you can add a new Prescribing Organisation by selecting the [New Prescribing Organisation] button. This will open the Add Prescribing Organisation window where you can search the National Prescriber Database to add a new Prescribing Organisation.

Prescribing Organisation selected

  1. Select the [Select - F10] button. The Prescribing Organisation is added.

Prescribing Organisation added

Note

You can remove the Prescribing Organisation by selecting the Delete icon button alongside the Prescribing Organisation name.

Adding a Prescriber​

44s, no sound

  1. Select the [Add - F3] button in the Prescribers section. The Select Prescriber window displays.

Select Prescriber

  1. Use the Search box to search for the patient's Prescriber. Highlight the Prescriber in the grid.
Tip

If required, you can:

  • Add a new Prescriber by selecting the [New Prescriber] button. This will open the Add Prescriber window where you can search the National Prescriber Database to add a new Prescriber.
  • Edit the selected Prescriber using the [Edit Selected Prescriber] button in this window. This will open the Edit Prescriber window where you can amend the Prescriber's details. Please take the utmost care when amending Prescriber details.

Prescriber selected

  1. Select the [Select - F10] button. The Prescriber is added. Repeat these steps to add multiple prescribers for different Prescriber Types as required.

Prescriber added

Note

You can remove the Prescriber by selecting the Delete icon button alongside the Prescriber name, or edit the Prescriber using the Edit icon button. Please take the utmost care when amending Prescriber details.