How to: Search for Customers

In this article

To find a client by SSN

To find a client by name

You can find clients by their SSN , or by name if the client already exists as a Pharmacy Customer. If the customer has any prescriptions that have been approved or are in process, the prescriptions will appear on the Open Prescription Orders FastTab on the Customer Service page.

The system will automatically find the client, but only if the client exists in the National Registry. The customer's name appears on the right.

To find a client by SSN

  1. Click Customer Service on the Role Center's Actions menu.
  2. Type the customer's SSN in the Customer ID field on the Customer Information FastTab, and press Enter.
  3. The customer's name appears in the Customer Name field on the right.

To find a client by name

  1. Click Customer Service on the Role Center's Actions menu.
  2. Type a part of the customer's name, full name, or SSN, and press Enter.
    If you typed the name, the Pharmacy Customer Search List page opens where you select the customer. If you typed a correct SSN, the customer's name appears in the Customer Name field.
  3. Select the customer, and click OK.