Doctors
Doctors is a simple master list of prescribing doctors your pharmacy deals with regularly — name, registration number, clinic/hospital, phone and specialty — used to auto-suggest and auto-link doctors when creating a Prescription, plus a Report view showing each doctor's Rx count and the sales value dispensed against their prescriptions.
Overview
A doctor record exists purely to support Prescriptions — adding a doctor here makes their name appear in the Doctor Name autocomplete on the New/Edit Rx form, and an exact name match links the Rx to that doctor.
The Report view is separate from the list and only loads when you switch to it, showing Rx Count and Dispensed Sales Value grouped by doctor name (from all matching prescriptions, whether or not they are formally linked via doctorId).
Before You Start
- You must have the Billing feature enabled on your plan.
Step-by-Step Guide
1 Add a doctor
- Open Pharmacy → Doctors and click "+ Add Doctor".
- Fill in Name (required), Reg. Number, Phone, Clinic/Hospital and Specialty.
- Click "Add Doctor" to save — this name will now be suggested when typing Doctor Name on a Prescription.
2 Edit or remove a doctor
- Click the edit icon on a row to update any field, then save.
- Click the delete icon and confirm to permanently remove the doctor from the master list — existing prescriptions keep their doctorName text either way.
3 View the top-prescriber report
- Switch to the "Report" tab at the top of the page.
- Each row shows a doctor name, their total Rx Count and the total Dispensed Sales Value from sales linked to their prescriptions, sorted by Rx Count (highest first).
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Name | Required. Must match exactly (case-insensitive) what is typed in a Prescription's Doctor Name field for that Rx to auto-link to this record. |
Reg. Number | The doctor's medical council / state registration number. |
Clinic / Hospital | Where the doctor practises. |
Phone / Specialty | Optional contact number and area of specialty (free text). |
Rx Count (Report) | Number of prescriptions whose doctorName matches this doctor, within any date range applied — currently the Report has no date filter and always covers all prescriptions. |
Dispensed Sales Value (Report) | Sum of sale totals for sales that carry a prescriptionId pointing at one of this doctor's prescriptions. |
Tips & Best Practices
- Enter the doctor's name here exactly as your staff will type it on prescriptions (same capitalisation habits are fine — matching is case-insensitive — but keep abbreviations like "Dr." consistent) so the Report picks up every Rx for that doctor.
- Deleting a doctor does not affect existing prescriptions — their doctorName text is preserved and still counts toward the Report, since the report groups by name, not by a live link to the Doctors list.