Pharmacy and clinical

Prescriptions & dispensing

Capture a patient's prescription — who prescribed it, which drugs, the directions and quantities — then record dispensing against it. Controlled drugs are written to the Controlled Drug Register automatically as you dispense.

Before you start

  • The patient should exist as a customer. Pick them from the Patient list; if they're new, add them under Customers first.
  • Drugs should be set up as inventory items. Set a drug's Schedule (OTC / POM / Controlled) on the item's Pharmacy tab so controlled substances are logged.

Steps — capture a prescription

  1. Open Pharmacy → Prescriptions → New prescription.
  2. Fill the header: Patient, Rx number, Date, Prescriber and their registration number, and optional Diagnosis / Notes.
  3. Under Prescribed drugs, click + Add drug for each line:
    • Drug — pick the medicine from the list.
    • Directions (Sig) — how to take it, e.g. 1 tab three times daily after meals.
    • Qty — total quantity prescribed.
    • Refills — how many repeats are allowed.
  4. Save.

Steps — dispense

  1. Open the prescription and click Dispense.
  2. For each drug, enter the quantity dispensed now (you can dispense partially and come back for the rest — the remaining figure guides you).
  3. Click Record dispensing. Each line's Dispensed total goes up; when every line is fully dispensed the prescription is marked Completed.
  4. Any Controlled drug you dispense is written to the Controlled Drug Register automatically, with the patient, prescriber and a running balance.

Tips

  • Dispensing here records the clinical act. Charging the patient and reducing stock happens through the normal sale/invoice — the two are separate on purpose.
  • Edit a prescription any time; already-dispensed quantities are preserved.

Common problems

  • The patient isn't in the list. → Add them as a customer first, then reopen the prescription.
  • A drug I dispensed didn't appear in the register. → Only drugs whose Schedule = Controlled are logged. Set the schedule on the item's Pharmacy tab.
  • I can't open Prescriptions. → You need the Patient Management permission.

See it working on your own business

Start a 45-day free trial — no card needed — and follow this guide in your own practice company.