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:
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From the Workbench, select the Patient navigator button. The Patient Search window appears.
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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.
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From the Main tab of the Patient Folder, select the Groups tab.
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Select Add.
The Groups Search window appears.
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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.
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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.
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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.
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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.
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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:
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From the Workbench, select the Batch Manager navigator button. The Batch Manager opens.
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Select the Groups tab.
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Select the group.
If the group does not already exist, a new group must be created. For more information, see Creating a New Group.
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Select Detail.
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Select the Patients tab.
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Select Add. The Patient Search window opens.
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Search for and select the patient. A validation prompt appears.
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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.
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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.
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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.
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If you created Standing Order prescriptions in step 9, continue processing them from the Workbench as usual.