Use the pharmacy Patients tab
Understand the core patient-record workflow and keep pharmacy counter activity organised.
Updated July 2026 · Open to everyone
Understand what the Patients tab is for
Use patient records to keep relevant customer details and pharmacy interactions organised in one place. Only collect information your workflow genuinely needs.
Find an existing patient before creating one
Search carefully before adding a new record. Duplicate patient profiles make later history and communication harder to understand.
Keep details accurate
Confirm identifying and contact details with the patient and correct mistakes promptly. Follow your organisation’s privacy and access policies.
Leave useful operational notes
Write concise, factual notes that help an authorised colleague continue the workflow. Do not add assumptions or unrelated personal information.
Compazz tip
Patient data is sensitive. Limit access and follow the privacy, professional, and regulatory requirements that apply to your pharmacy.
Keep learning