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📁 Managing Client Records

Learn how to search, filter, and manage client records in RxKonet efficiently. This section covers how to access registered clients, customize the view, perform quick actions, and manage client history.

👥 Viewing Registered Clients​

📌 Why Manage Client Records?​

Efficient client record management allows pharmacists to:

✅ Quickly retrieve client details for consultations.
✅ Monitor visit history, medications, and diagnostics.
✅ Customize the client list to display only relevant information.

🛠️ Steps to Access & Search Clients​

1️⃣ Navigate to Registered Clients​

  • Go to "Registered Clients" from the sidebar.

2️⃣ Use Advanced Search Options​

  • Search clients using multiple identifiers:
    • 🔍 By Name
    • 📞 By Contact Details
    • 🏷️ By Membership ID

3️⃣ Customize Columns in the Client List​

  • Users can remove or add columns based on preference:
    • Patient ID
    • Name
    • Contact Details
    • Membership ID
    • Visit Date
    • Actions
  • Click the Column Selector to modify the view.

⚡ Quick Actions​

Clients' records provide multiple actions for quick access to key features:

✅ Profile – View full client details and history.
✅ New Visit – Start a new consultation or visit.
✅ History – Access previous visits, diagnoses, and medications.
✅ More Actions (via the menu ... button):

  • 🏥 Manage Medications – Prescribe or modify prescriptions.
  • 🩺 Diagnostic Tests – View or request lab results.
  • ✉️ Messages – Send updates and notifications.
  • ⏰ Reminders – Schedule follow-up alerts.

🎥 Short Video Guide​

Watch this video tutorial on how to manage client records in RxKonet: