Chapter 7: Pharmacy Setup
Chapter Overview
What You'll Learn:
- How to maintain the agency pharmacy list
- How patients get pharmacies assigned (not on the intake wizard)
Time to Complete: 5–10 minutes
Who Should Read This: Agency Administrators, Intake / clinical staff who maintain pharmacy lists
Prerequisites: Chapter 2: Dashboard Navigation
Text-only. Labels match the screen.
7.1 How to Open Pharmacy Setup
Path: Sidebar → Setup → Pharmacy Setup → /dashboard/pharmacy-setup
Permission: manage pharmacies.
Billing-only: this item is hidden.
Pharmacy Setup is a main sidebar page. It is not listed in the Settings sidebar (even if a settings route exists).
7.2 What You See
- Title: Pharmacy Setup
- Button: + Add New Pharmacy
- Columns: Pharmacy name · City · State · Phone · Status · Actions
7.3 Add or Edit a Pharmacy
Modal: Add / Edit pharmacy.
| Section | Fields |
|---|---|
| Basics | Pharmacy Name *, Status (Active / Inactive) |
| Address Information | Address Line 1 / 2, City, State, Zip Code |
| Contact Information | Primary Phone Number, Fax Number, Email, Contact First/Last Name |
Save with Save Pharmacy.
7.4 Delete vs Inactive
- Status Active/Inactive — soft availability on the record
- Trash / Delete Pharmacy? → Delete Pharmacy — removes the pharmacy from the agency list
Use Inactive if you want to keep history without offering the pharmacy for new assignments.
7.5 How Patients Use Pharmacies
Pharmacies are not a tab on the patient intake wizard.
Assign them from the patient chart:
- Open Patients → select the patient.
- Use Pharmacy setup (patient-level).
- Choose from the agency list and/or Add New Pharmacy.
- Medication Profile can display the patient’s pharmacies.
Faxing prescriptions/documents uses Communications / Fax workflows elsewhere — Pharmacy Setup itself is the directory of pharmacies.
7.6 Common Mistakes
- Looking under Settings for Pharmacy Setup — use Setup in the main sidebar.
- Looking for a Pharmacy tab during Admit Patient — use the patient chart after (or while) managing the patient.
- Expecting Pharmacy Setup on billing-only agencies — hidden.
- Assuming “Deactivate” is the only removal path — hard Delete exists.
7.7 Quick Checklist
- Common pharmacies added with phone/fax
- Staff know to assign pharmacies on the patient chart
- Inactive/delete used appropriately