How to: Create a Pharmacy Customer

In this article

To create a Pharmacy Customer through Customer Service

To create a Pharmacy Customer through the Pharmacy Customer page

To edit a current Pharmacy Customer

To be able to create Prescription Orders to a person, the person must exist as a Pharmacy Customer. When the Pharmacy Customer has been created, the customer's history can be viewed.

There are two ways to create a Pharmacy Customer, one is through Customer Service in the Role Center, and the other is through the Pharmacy Customer page. The Pharmacy Customer page is also available from the Role Center.

To create a Pharmacy Customer through Customer Service

1. Click Customer Service on the Role Center's Actions menu.
2. Go to the Actions menu, and click New Customer. The New Pharmacy Customer page is displayed where you can enter information about the customer.

   Note: All customers with the same date of birth as the current customer appear on the Same Date of Birth Customers FastTab. It is possible to connect a register to the system so that when you type an ID in the ID / Date of Birth field, the name, address, postcode, and phone number fields are automatically populated.

3. Fill in the fields in the General FastTab as described in the following table:

   Field	Description
   ID / Date of Birth	Here you type in the customer's ID, most often the customer's social security number (SSN).
   Date of Birth	Here you select the customer's date of birth from a calendar.
   Customer Type	Here you select the appropriate type. For domestic customers the value must be General.
   Name	Here you type the customer's name.
   Address	Here you type the customer's address.
   Post Code	Here you type the customer's post code.
   City	Here you type the customer's city.
   E-Mail	Here you type the customer's email address, if available.
   Phone No.	Here you type the customer's phone number.
   Mobile Phone No.	Here you type the customer's mobile phone number.

To create a Pharmacy Customer through the Pharmacy Customer page

The Pharmacy Customer page is available from the Role Center:

1. In the Role Center, click Pharmacy Customer on the Actions menu.
2. Fill in the fields in the General FastTab as described in the following table:

   Field	Description
   Customer ID	Here you type in the customer's ID, most often the customer's SSN.
   Customer Type	Here you select the appropriate type. For domestic customers the value must be General.
   First Name	Here you type the customers first name.
   Middle Name	Here you type the customers middle name, if needed.
   Surname	Here you type the customers surname.
   Insurance Scheme	Here you select the appropriate insurance scheme for the customer.
   E-Mail	Here you type the customer's email, if available.
   Home Page	Here you type the customer's home page, if available.
   Phone No.	Here you type the customer's phone number.
   Mobile Phone No.	Here you type the customer's mobile phone number.
   Default Issuer
   Notification Type	Here you can select the notification type for the customer. Notifications can be used to let customers know that their order is ready at the pharmacy. The available options are: Member Management Email SMS Paper Phone call

3. In the Prescription Orders FastTab you can see all prescription orders that are in progress for the current customer.
4. Fill in the fields in the Address, Information, Member Management, and Status FastTabs as needed.

To edit a current Pharmacy Customer

1. Click Customer Service on the Actions menu in the Role Center.
2. On the Customer Information FastTab, type the customer's ID in the Customer ID field, and press Enter.
3. Click Customer Card on the Home action menu. The Pharmacy Customer Card opens where you can edit all fields, if necessary.