14 docs tagged with "Patient CRM"

Patients will need to be added in Apotec CRM before you are able to perform any patient-related activities. To add a patient, you can enter their details in manually, perform a PDS search/validation to pull key details from the Patient Demographics Service, including the patient's name, date of birth, gender, contact numbers, and address, or use our patient match tool within Workflow to create a patient using the data from their incoming prescription. All three methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.

Patients need to be nominated to your pharmacy for you to download their EPS prescriptions. There are four places within the application where you can add and remove patient nominations. They are the;

You are able to mark patients as deleted, and restore them at a later date if needed.

Once a patient has been created, you may need to edit their details.

The patient details form holds all the important information about your patient, including their name, date of birth, address, contact details, allergies and conditions, and profile and characteristics. The form is split across several tabs to group key patient data into relevant sections. The fields on each tab have been described below.

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. Within a patient's CRM you can utilise our quick dispensing solution, log and send communications and access various external tools such as the patient's Summary Care Record (SCR) and EPS Tracker.

You can mark items as Stopped in the patient record. Stopped items will display with a STOPPED badge in the patient's Medication History.

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. Within a patient's CRM you can utilise our quick dispensing solution, log and send communications and access various external tools such as the patient's Summary Care Record (SCR) and EPS Tracker.

Here are some of our most frequently asked questions about the Patient CRM.

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.

Learn how to print patient notes to a label from the patient record.

You can reprint bag, owing and dispensing labels from the patient record.

You can search for patients from any module within Apotec CRM by typing the patient's surname into the Search bar and pressing [Enter] on the keyboard. If you are part of a multi-branched organisation, you can also search for patients across your organisation.

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.