To edit patient data one of the following permissions must be selected under Web Portal Rights in your user profile
- Is Organization Manager
- Can Manage Patients
Searching for patients
Begin by logging in to the Workflow Services web portal.
Click on the Patients tab on the left hand side of the Web Portal to access all patients registered from your pharmacy.
To find a specific patient search using their first name, last name, or date of birth. Partial names will return all patients with those letters in their name.
(Sample Data - not real patients)
Editing patients
- Search for the patient using their last name. Refine your search using first name or date of birth.
- Once you have found the patient you're looking for, hover over their name. On the right hand side of the row, click the edit pencil. The Patient Details editor will pop out.
- Adjust, add, or delete any information you need to, then click Save Changes at the bottom of the window to save.