A Guide to Viewing Patients Lists in SwilERP Software

Create Patient/Customer Master

How to Create Patient/Customer Master & View List in SwilERP


In SwilERP, there is an option for the patient list, in which you can create and view patient lists, particularly name-wise. The patient is also called a customer in the pharmacy sector. A Patients List is an option to view every patient detail on one page. With this option, users can create a new patient/customer and also view and edit the already created patient. 

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These are the step-by-step instructions to view the patient list
  1. Open the SwilERP dashboard in System section: 

    1. Go to Master Data> Doctor/ Patients List> Patient List. 

Pateint ListSwilERP Dashboard Window

  1. In the Patient List window:

    1. There you will view every patient's details.
    2. If you want to create a new patient then click on the New Option. 
    3. To edit an already created patient click on the Edit option. 
    4. Form view option are also there to view the patient details. 
    5. Print, Delete and Refresh details are also available.
Patient List Window

  1. To create a new Patient/Customer:

    1. Go to the Customer details tab.
    2. Enter the Name of the customer in a dialog box. 
    3. If you want to give any short name then, enter the name in Alias column. 
    4. Fill in the details in the Address, Station, District, Pincode, and State columns of the customer. 
    5. Enter details in the Phone and Mobile number column. 
    6. Then, As per required fill in the details in other columns. 
Note: Only customer name is mandatory. 
Customer Details Tab
  1. Go to the Additional Details Tab. 
  2. Enter the Opening Points of the customer which you want to give. 
  3. Enter the Expiry date if you want to add. 
  4. Add TIN number, CST No, and License details if you have any.

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