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Client & Product Creation

How to create a Client and add a new Product

Create a Client

  1. Navigate to Clients

  2. Add a Client

  3. Input the Client name

  4. Check for Duplicates

  5. Save

 

Add a New Product

  1. View your Client

  2. Add a Product

  3. Input the Product name

  4. Input Medication Type

  5. Input Specialty

  6. Check for duplicates & Save

 

 

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furtherGoing Further

To learn more on how to configure a Global Program, please check the Global Program Configuration article.

To learn more on how to set a Local Program, please check the Local Program Configuration article.