Caregiver Patient Folder

This type of Patient Folder should be created for customers that want to be a Caregiver for a patient of the pharmacy, but do not want to become a patient themselves (e.g., do not want their prescriptions processed at this pharmacy).

Note: The Caregiver Status is not available in British Columbia, due to regulatory requirements by PharmaNet. If a customer who is not already a patient at your pharmacy wants to become a Caregiver, you must create a new Patient Folder. For more information, see Creating a New Patient Folder - British Columbia.

A Caregiver Patient Folder is for patients who are not part of your pharmacy that have been authorized as Caregivers to a patient in your pharmacy. These types of Patient Folder's require minimal information to create, needing only demographic information and communication preferences, and has limited prescription functionality.

If there is already an existing Patient Folder for the Caregiver at your pharmacy, a new Caregiver Patient Folder does not need to be created. The existing Patient Folder can be used.

When a Caregiver Patient Folder is created, only the following tabs can be accessed:

When a Patient Folder is set to Caregiver, no prescriptions-related activities can be performed on their profile. This includes:

Creating a Caregiver Patient Folder

To create a Caregiver Patient Folder:

  1. From the Workbench, select Patient. The Patient Search window appears.

  2. Enter the last and first name or the date of birth of the patient in the corresponding fields.

  3. Select Search. The matching results display. Ensure the Patient Folder does not already exist.

  4. Select New.

    A new Patient Folder opens. Enter information into specific tabs of the Patient Folder.

Use the dropdowns below to see more about what information should be entered.

The Main tab contains demographic information about the patient.

  1. Enter the following information:

    • Last Name

    • First Name

    • Birth Date

    • Gender

    • Address information

    • Phone number

    • Email

  2. From the Status dropdown, select Caregiver.

  3. Update the Consent and Rexall Reminders dropdowns according to the patient's preferences.

    Note: Regardless of the preferences set in the Person in Care's Patient Folder, the Caregiver will receive Rexall Reminders for the Person in Care's prescriptions based on these preferences.

    For more information, see Caregiver Communication Preferences.

  4. Select Save.

Note: If the Rexall Reminders section dropdowns are not updated from Not Asked, a Compliance Communication Prompt will display to encourage you to enroll the patient in the Rexall Reminders program. For more information, see Compliance Communication Prompt.

The Programs tab allows you to link a Caregiver's BeWell account to their Patient Folder in Nexxsys. For a Caregiver to receive notifications and manage a Person in Care's prescriptions through the BeWell app:

  • They must be registered with the BeWell app.

  • Their BeWell account must account linked to their Patient Folder. For more information, see Linking a BeWell Account to Nexxsys.

Caregiver Communication Preferences

Caregivers receive notifications regarding a Person in Care's prescriptions through Rexall Reminders or through the BeWell app, depending on their own preferences.

Rexall Reminders

Caregivers can receive Rexall Reminders regarding a Person in Care's prescriptions based on the Rexall Reminders preferences set in the Caregiver's Patient Folder.

Example: Adam Williams is the Caregiver for Samantha Johnson. He has consented to receiving Rexall Reminders and has selected email as his preferred communication method. Regardless of what is set on Samantha Johnson's Patient Folder, Adam Williams will receive Rexall Reminders for Samantha Johnson through his email.

BeWell App

Caregivers can manage prescriptions and receive notifications regarding a Person in Care through the BeWell app if:

Note: A Person in Care does not require a BeWell account for the Caregiver to manage prescriptions and receive notifications for the Person in Care. If the Person in Care does have a BeWell account, it does not need to be linked to their Nexxsys Patient Folder for the Caregiver to manage and receive notifications.