User Manual

User Manual

Pharmacy/ Pharmacist Flow

Registration Module 2

SignUp Form of Pharmacy :

Step 1: Fill the following fields as

  • Name
  • Postal Code
  • User name
  • telephone number
  • Accreditation
  • Fax
  • Street
  • Email city
  • Pharmacy type
  • province

Step 2: Click the “I Agree” Option to accept terms and conditions.

Step 3: Submit for registration and check the inbox for password reset mail

Step 4: Click the link from email and reset the password

Step 5: Reset the password and login to see the Pharmacy dashboard

In Pharmacy dashboard

Create Internal Pharmacist :

Step 1: Click Create Internal Pharmacist

Step 2: Fill the Fields

  • First Name
  • Last Name
  • Email
  • Phone
  • Province
  • Select an option
  • Address
    • Street
    • City
    • Province
    • Postal code
    • Country

Step 3: Click submit

Step 4:  Internal pharmacist will be created

Add Pharmacy

Step 1: Select the add pharmacy tab

Step 2: Search the registered pharmacy

Step 3: Add pharmacist to this pharmacy from the entire pharmacist list

View Pharmacy

Step 1: Select the View pharmacy tab

Step 2: Search the registered pharmacy

Step 3: Entire pharmacist list who works on respective pharmacy

Minor Ailment:

A. Select the pharmacist >

B. Register Patient >

C. New Patient >

D. Health Card Number >

E. Select the request >

F. Select the Patient >

G. Patient / patient subsidiary >

H. Fill the Ailment process >

I. Rationale >

J. Medication >

K. MD Notification

BioSimilar :

a. Select the pharmacist > b. Register Patient >

c. New Patient >

d. Health Card Number >

e. Select the request >

f. Select the Patient >

g. Patient / patient subsidiary >

h. Fill the Ailment process >

i. Rationale >

j. Medication >

k. MD Notification

Data Loader – Installation Procedure :

Step 1: Open Salesforce Org -Sandbox

Step 2: Then after Org page opens, Click Gear icon , and then select ‘Setup

Step 3: Search for ‘Data Loader’ in Quick Find Box.

Step 4: Click Downloads

Step 5 : And then click ‘Confirm’ and then click on the link to download ‘Data Loader

Step 6 : Extract the Data Loader from the downloaded ZIP file and on the Data Loader folder click on ‘Dataloader – 58.0.3’ , A tab opens & click on the ‘INSERT’

Step 7 : After clicking on Insert – a tab opens, select ‘Sandbox’ from dropdown box > login > Click on the link

Step 8 : Then click Connect > Allow > Continue

Step 9 : After verifying the Sandbox, Data Loader allows you to import CSV files on the Data Objects in which want to add data.

Select Data Object in the tab > Browse the CSV file > click ‘Next’  > Ok

Step 10 : Next Step Is to Map the data to the fields on the data Object

Click on Create or Edit Map > Drag & drop the Salesforce Object Field name to the bottom > Save Mapping ( For instance , Here Medication field is taken as a example to import Names in it)

Step 11 : Then Next  > Ok  > Finish   , Files will be import to the Chosen  Data Object

Step 12 : Finally to check whether Data is imported to the Data Object , Check in the Object of the Production or Sandbox org in which data is inserted.