Relationships Tab

The Relationships tab on the Main tab of the Patient Folder allows you to:

• Add a Caregiver or Agent to a Person in Care profile.

• Manage the Caregiver, Agent and Person in Care relationship.

• Add or update consent information.

To learn more about the Relationships tab, select the expander icons in the image below.

From this tab, patients can be designated as a Caregiver, Agent or Person in Care.

• Person in Care - a patient that has provided consent and authorized another person to manage and receive notifications of their prescriptions. A Person in Care must be a regular patient at your pharmacy.

• Caregiver - a person that has been authorized to manage prescriptions and notifications for a Person in Care. A Caregiver can be an existing patient at your pharmacy (e.g., has prescriptions filled at your pharmacy) or a customer with a modified Caregiver Patient Folder (e.g., a profile created at your pharmacy, but cannot have prescriptions filled).

  A Caregiver has the following abilities:

  • Receive Pickup Reminder for a Person in Care based on the communication preferences set in the Caregiver's Patient Folder.

  • Manage the Person in Care's prescriptions and received notifications in the Be Well™ app, if they are registered on the Be Well™ app and the account is linked to Propel Rx.

• Agent - a patient that has been allowed to pickup prescriptions on behalf of the Person in Care. An Agent does not have authority to manage prescriptions or receive notifications about a Person in Care.

These relationships are added and managed in the Relationships tab of the Person in Care's profile.

For more information, see the topics below:

• Relationship Window Overview

• Managing Relationships

• Person in Care Consent

• Caregiver Patient Folder