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The Patients page aggregates patient records from prescriptions submitted to your pharmacy.

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Patient list

Search and filter patients by name, date of birth, or prescriber. Sort columns such as Patient, Contact, Clinical Info, and Orders. Click a row (or press Enter when focused) to open the detail page with full demographics and order history.

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Bulk edit

Owners can update many patients at once:
1

Enter bulk edit mode

Click Bulk edit. The button becomes Done when you are finished.
2

Select patients

Check individual rows, or click Select visible to select everything currently shown.
3

Edit selected

Click Edit selected. In Edit N patient(s), change only the fields you want to update. Unchanged fields stay as they are.
Bulk fields include:

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Patient detail

The patient detail page includes:
  • Demographics — name, date of birth, phone, and address
  • Allergies — stored as a list; an empty list means no known allergies
  • Orders — every prescription for this patient
  • Patient record changes — an audit trail showing before and after values when the prescriber or your team updates patient information

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Editing allergies

Owners and pharmacists can edit allergies from the patient detail page. Use the allergy editor to add, remove, or select from suggestions based on your formulary ingredients.
Allergy data affects prescriber-facing warnings in the portal. Keep patient allergy records accurate and up to date.

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How patient data flows

Prescribers create and update patients from the portal when submitting prescriptions. On New Prescription, patient search covers everyone at your pharmacy — not only patients that doctor has prescribed for before. Changes sync to your admin view immediately. Each field change is logged with the actor and timestamp for compliance and troubleshooting.

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Clinic scoping

Patients are associated with prescribers, and prescribers belong to clinics. Pharmacist notes and unread counts respect clinic boundaries — prescribers at the same clinic can see shared notes for their patients.