When you start a new prescription, the intake wizard helps you get the patient onto the record fast: scan the paper prescription, let the assistant read the patient's name and allergies, find them if they already exist, and register them in a few taps if they don't. The drugs read from the same scan are dropped straight onto the prescription for you to check.
It works just as well without a scan — you can skip straight to searching for or registering the patient by hand.
Before you start
- Open New prescription (Pharmacy → Prescriptions → New).
- The 🪄 New patient from scan button sits at the top of the page. (If AI reading is not switched on for your branch it reads 🪄 Find / add patient and jumps straight to the search step.)
- A clear, well-lit photo of the whole prescription reads best. Handwriting is read as a draft — always check it.
Steps
- On a new prescription, click 🪄 New patient from scan.
- Scan — click Scan prescription and choose the photo. The assistant reads
the patient's name, any allergies written on the script, and the drug lines.
- No photo handy? Click Skip — search manually.
- Find patient — the patient's name (from the scan) is pre-filled in the search
box, with matching existing patients listed below.
- If the right patient is there, click Use →. Done — you're back on the prescription with the patient set and the scanned drugs added.
- Search by name, phone or account number to narrow the list.
- Register new patient — if it's a first visit, click + Register new
patient. The name and allergies from the scan are already filled in. Add:
- Phone (required),
- Registration department and Patient category (a sensible default is pre-selected — change if needed),
- Known allergies — one per line. Edit or add to what the scan found.
- Click Register & use patient. The patient is created, selected on the prescription, and the scanned drug lines are added.
- Back on the prescription, check every drug line (drug, directions, quantity, refills) against the original script, then Save.
Updating a patient's allergies later
Once a patient is selected on a prescription, a Patient allergies box appears on the Details tab (one allergy per line). Use it any time — first visit or years later — to record or correct what a patient reacts to:
- Select the patient (or finish the intake wizard).
- Edit the Patient allergies box — add, change or remove lines.
- Click Save allergies.
The change is saved straight onto the patient record (not just this prescription), so it follows the patient to every future visit and refreshes the amber Safety warnings banner right away. If the intake scan found allergies, they appear here pre-filled and marked unsaved — review them, then Save. Saving only touches the allergy list; it never changes the patient's other details.
Tips
- Allergies you enter here are saved on the patient record, so the amber Safety warnings banner and the AI brainstorm use them immediately — and on every future visit.
- Picked the wrong patient? Just re-open the Patient picker on the prescription and choose another, or run the wizard again.
- The wizard never saves the prescription for you — nothing is committed until you press Save.
Common problems
- "Nothing was read from that image" — the photo was unclear or wasn't a prescription. Retake it, or skip and enter the patient by hand.
- A freshly-registered patient's name looks blank in the picker for a moment — it refreshes on its own; the patient is saved correctly.
- "Phone is required" / "Choose a registration department" — these are required to register a patient; fill them in before Register & use patient.
- The scan read the wrong name or allergy — everything from a scan is a draft. Correct it in the search box or the registration form before continuing.
- Can I register patients? — yes. Any pharmacy user who can open the prescription screen can also scan documents and register new patients; you do not need the separate customer-master permission for this.