Adding Patients to a Retail Group

Patients can be added to a retail group through the Patient Folder or Group Folder.

Adding Patients from the Patient Folder

To add patients to a retail group:

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

2. Search for and select a patient.

   If the patient is new, you must create a Patient Folder first. For more information, see Patient Folder Creation.

3. From the Main tab of the Patient Folder, select the Groups tab.

   

4. Select Add.

   

   The Groups Search window appears.

5. Search for and select the group. A validation prompt appears.

   If the group does not already exist, a new group must be created. For more information, see Creating a New Group.

   

6. Select Yes. The Assign Standing Orders window opens if the group has any active Standing Orders.

   If No is selected, the prescription are inactivated in the Profile tab.

7. Select any Standing Orders applicable to the patient, and then select Process to create the prescriptions. Select Skip if the patient does not have any Standing Orders.

8. Select Save. The patient is added to the group.

   A patient cannot be added to a group if they have pending or incomplete prescriptions. These prescriptions must be completed or cancelled before adding a patient to a group.

9. If you created Standing Order prescriptions in step 7, continue processing them from the Workbench as usual.

Adding Patients from the Group Folder

To add patients to a retail group:

1. From the Workbench, select the Batch Manager navigator button. The Batch Manager opens.

2. Select the Groups tab.

3. Select the group.

   If the group does not already exist, a new group must be created. For more information, see Creating a New Group.

4. Select Detail.

5. Select the Patients tab.

   

6. Select Add. The Patient Search window opens.

7. Search for and select the patient. A validation prompt appears.

   

8. Select Yes. The Assign Standing Orders window opens if the group has any active Standing Orders.

   If No is selected, the prescriptions are inactivated in the Profile tab.

9. Select any Standing Orders applicable to the patient, and then select Process to create the prescriptions. Select Skip if the patient does not have any Standing Orders.

10. Select Save. The patient is added to the group.

    A patient cannot be added to a group if they have pending or incomplete prescriptions. These prescriptions must be completed or cancelled before adding a patient to a group.

11. If you created Standing Order prescriptions in step 9, continue processing them from the Workbench as usual.