Select or add a patient

Overview

The patient picker has a search bar with a 500 ms debounce and live results. If no one matches, tap Add Patient to create a new record on the spot without leaving the checkout flow. Results show the patient's prescription status (active, expired, or missing) and basic contact info.

When to use it

• Every cannabis prescription sale — a patient with a valid prescription is required
• Every loyalty redemption — points live on the patient record
• Any sale where the customer wants a named invoice or receipt

How to use it

1. On the active tab, tap Select Patient in the header.
2. Type into the search box — it accepts name, phone, or member number. The list filters as you type.
3. Tap a result to attach that patient to the tab. The modal closes and the header chip updates.
4. No match? Tap Add Patient (top-right of the picker, or + Add Patient from the validation prompt).
5. Fill in at least First name, Last name, ID/Passport, and Birthday — these are required. Other fields (phone, email, Line ID, nationality, member number) are optional but recommended.
6. Tap Confirm — the new patient is created and attached to the tab.

Tips & gotchas

• Duplicates are not auto-detected — always search before creating to avoid doubling up records.
• ID / Passport is the unique-ish identifier per org — use it for phone-shy customers or tourists.
• The search input auto-focuses when the modal opens, so you can type immediately.
• If you try to check out without selecting a patient, the iPad shows a validation prompt with shortcut buttons: Select Patient, Add Patient, or Continue Anyway (skips the prescription requirement for this sale).
• Creating a patient inline also opens a prescription flow in the same modal — scroll up to attach a prescription file or generate one. Skip that section if the patient is non-prescription.

Related

• Edit customer details
• Apply loyalty points
• Prescriptions overview