Patient records and claiming a patient

Accessing Patient Consultations

Visibility of patient records is always restricted to the original administering pharmacy branch.

• If your organisation's configuration has disabled the record timeout (meaning records do not disappear after a limited time), you can view a patient's consultation history at any time upon request (e.g., during a follow-up phone call).

Claiming Patient Records from Another Branch

If you need to view a patient's records administered at a different branch, you can claim those records and assign them to your current branch.

• Action: This process will anchor the patient records to your branch, removing them from the previous branch's visibility.

Claim Process

1. Navigate to the In Pharmacy > Claim Patient screen.
2. Enter the following details to search for the patient:
   • First Name
   • Last Name
   • Date of Birth
3. If a match is found, you will be able to click a button to claim this patient to your pharmacy branch.
4. Once claimed, the patient's notes will immediately be viewable in your In Pharmacy > Patient Records section.

‍