Pharmacist Guide

Pharmacy Patients Tab

A step-by-step visual guide on how to add patients, track refills, record vitals, and run HMO-linked checkouts.

6 steps·~5 min read·Pharmacist role required

Quick checklist: what this tab lets you do

  • Add and search patient profiles (name, phone, allergies, conditions)
  • Set refill dates and see who is due today in the Refills Due tab
  • One-tap WhatsApp reminders to patients who need a refill
  • Record vitals (BP, pulse, temperature, glucose, SpO2) per visit
  • Link patients to POS customers so sales stay traceable
  • Run HMO/insured checkouts and see daily claims in the EOD report
2

Add a new patient

Click "Add" in the top-right of the Patients panel. Fill in at minimum: full name and phone. Allergies, chronic conditions, and medications are optional but very useful for safety.

New Patient
Add
Full name
Phone number
Gender / DOB
Allergies
Chronic conditions
Save Patient
  1. 1Tap "Add" button → form appears below
  2. 2Full name is required, phone is strongly recommended
  3. 3Add allergies (e.g. "Penicillin") and chronic conditions (e.g. "Type 2 Diabetes")
  4. 4Tap "Save Patient" when done

💡 Tip

Always search first before adding. Type the patient name or phone to avoid duplicate records.

3

Check Refills Due tab daily

Switch between "All Patients" and "Refills Due" tabs at the top of the patient list. The Refills Due tab shows patients whose medications need to be restocked soon.

All Patients
Refills Due4

Ada Johnson

2d

Metformin 500mg

WhatsApp
Open Record

Emeka Obi

5d

Amlodipine 5mg

WhatsApp
Open Record
  1. 1Tap "Refills Due" tab, patients with upcoming refills appear
  2. 2Badge number = count of patients due within your selected window (3–30 days)
  3. 3Tap "WhatsApp" to send a one-tap reminder to the patient's phone
  4. 4Tap "Open Record" to pull up the full patient profile

💡 Tip

Make checking the Refills Due tab part of your morning routine. It takes 30 seconds and recovers lost refill revenue.

4

Record patient vitals

With a patient selected on the right panel, scroll down to "Record Vitals". Enter any readings you have. You do not need to fill all fields. Tap "Save Vitals".

Record Vitals

SYS BP

120

DIA BP

80

Pulse

—

Temp °C

—

SpO2 %

—

Glucose

—

Clinical notes…
Save Vitals
  1. 1Select patient from the list (highlighted in dark)
  2. 2Scroll down the right panel to "Record Vitals"
  3. 3Enter BP (SYS/DIA), pulse, temperature, SpO2, glucose as available
  4. 4Add clinical notes in the text box below
  5. 5Tap "Save Vitals", record appears in Vitals History below

💡 Tip

Vitals History shows a running log with timestamps. Use it to track trends across visits.

5

Open in Register for checkout

To make a sale linked to this patient, tap "Open in Register" in the patient header. The POS register opens with the patient context attached. All items sold will appear in their Dispense History.

Ada Johnson

Patient: PX-0042

Insured Dispense
Register

HMO / Insurance

Payer / HMO (e.g. Ilera Eko)
Member ID / e-ID
Plan / tariff
  1. 1"Open in Register", regular patient-linked sale
  2. 2"Insured Dispense", fills in HMO payer info at checkout
  3. 3Fill in Payer/HMO name, Member ID, and Plan before tapping "Insured Dispense"
  4. 4Complete checkout in Register as normal, sale is auto-linked to patient

💡 Tip

For HMO patients, always save the insurance details first (payer name, member ID) in the Insurance/HMO section, then tap "Insured Dispense".

6

Set the next refill date

After checkout, scroll to "Dispense History" in the patient panel. Find the medication that was just dispensed and set a "Next Refill Date". Tap "Save Refill Date" to activate the reminder.

Dispense History

Metformin 500mg

60 tabs

Refill due
Set refill date
Save

Amlodipine 5mg

30 tabs

Reminder set
Set refill date
Save

Vitamin D3

1 pack

No reminder
Set refill date
Save
  1. 1Scroll to "Dispense History" in the right panel
  2. 2Find the medication (most recent will be at top)
  3. 3Click the date picker → choose expected refill date (e.g. 30 days from today)
  4. 4Tap "Save Refill Date", patient will appear in Refills Due tab when date approaches

💡 Tip

Typical schedules: Chronic medications = 30 days, Antibiotics = 7–10 days, Vitamins/supplements = 30–90 days.

Daily pharmacist workflow

Suggested routine for a typical pharmacy shift.

Morning (opening)

  • Check Refills Due tab, note patients due this week
  • Send WhatsApp reminders to patients due in ≤3 days

Each patient visit

  • Search patient → select record
  • Record vitals if needed
  • Tap "Open in Register" or "Insured Dispense"
  • After checkout: set next refill date in Dispense History

End of day (EOD)

  • Open EOD report from the sidebar
  • Review HMO Claims section, verify total per payer
  • Submit EOD report

Frequently asked questions

Still have questions?

Chat on WhatsAppBack to home