Customer Management

Manage your pharmacy’s patients — view their profiles, create new customers, and add them to medication plans. All customer data is securely stored and HIPAA-compliant.

List All Customers

View all customers registered with your pharmacy.

# Fetch customers with pagination
fetchCustomers({
  page: 1,
  limit: 20,
  search: "John"  // optional: filter by name/phone
})

Parameters:

Parameter	Type	Required	Description
`page`	number	No	Page number (default: 1)
`limit`	number	No	Results per page (default: 20, max: 100)
`search`	string	No	Search by name or phone number

Response:

{
  "customers": [
    {
      "id": "CUST-123",
      "name": "John Doe",
      "phone": "+2348012345678",
      "email": "john@example.com",
      "address": "12 Admiralty Way, Lekki",
      "planCount": 2,
      "totalOrders": 15,
      "createdAt": "2025-01-15T10:30:00Z",
      "lastOrder": "2026-04-10T14:20:00Z"
    },
    {
      "id": "CUST-124",
      "name": "Jane Smith",
      "phone": "+2348098765432",
      "email": "jane@example.com",
      "address": "45 Ozumba Mbadiwe, VI",
      "planCount": 1,
      "totalOrders": 8,
      "createdAt": "2025-03-20T09:15:00Z",
      "lastOrder": "2026-04-15T11:00:00Z"
    }
  ],
  "total": 245,
  "page": 1,
  "hasMore": true
}

Create New Customer

Add a new customer to your pharmacy.

# Create new customer record
addProviderCustomer({
  name: "Sarah Johnson",
  phone: "+2348055555555",
  email: "sarah@example.com",
  address: "15 Banana Island, Ikoyi",
  dateOfBirth: "1985-06-15",
  allergies: ["Penicillin", "Sulfa drugs"],
  medicalConditions: ["Hypertension"]
})

Parameters:

Parameter	Type	Required	Description
`name`	string	Yes	Full name
`phone`	string	Yes	Phone number (international format)
`email`	string	No	Email address
`address`	string	No	Delivery address
`dateOfBirth`	string	No	Date of birth (YYYY-MM-DD)
`allergies`	array	No	List of known allergies
`medicalConditions`	array	No	Chronic conditions

Response:

{
  "success": true,
  "customerId": "CUST-456",
  "message": "Customer created successfully",
  "createdAt": "2026-04-18T12:00:00Z"
}

View Customer Details

Get comprehensive information about a specific customer.

# View full customer profile
viewProviderCustomerDetails({
  customerId: "CUST-123"
})

Parameters:

Parameter	Type	Required	Description
`customerId`	string	Yes	Customer ID

Response:

{
  "id": "CUST-123",
  "name": "John Doe",
  "phone": "+2348012345678",
  "email": "john@example.com",
  "address": "12 Admiralty Way, Lekki, Lagos",
  "dateOfBirth": "1980-03-25",
  "allergies": ["Penicillin"],
  "medicalConditions": ["Diabetes Type 2", "Hypertension"],
  "stats": {
    "totalOrders": 15,
    "totalSpent": 125000,
    "activePlans": 2,
    "lastOrder": "2026-04-10T14:20:00Z"
  },
  "plans": [
    {
      "id": "PLAN-789",
      "name": "Diabetes Monthly",
      "medications": ["Metformin 500mg", "Insulin Glargine"],
      "status": "active",
      "nextDelivery": "2026-05-10"
    }
  ],
  "recentOrders": [
    {
      "orderId": "ORD-456",
      "date": "2026-04-10T14:20:00Z",
      "total": 8500,
      "status": "completed"
    }
  ],
  "notes": "Prefers morning deliveries. Contact before arrival.",
  "createdAt": "2025-01-15T10:30:00Z"
}

Add Customer to Plan

Enroll a customer in a medication plan.

# Add customer to subscription plan
addCustomerPlan({
  customerId: "CUST-123",
  planId: "PLAN-456",
  startDate: "2026-05-01",
  preferences: {
    deliveryDay: "Monday",
    deliveryTime": "morning"
  }
})

Parameters:

Parameter	Type	Required	Description
`customerId`	string	Yes	Customer ID
`planId`	string	Yes	Plan ID to enroll in
`startDate`	string	No	When plan starts (default: today)
`preferences`	object	No	Delivery preferences

Response:

{
  "success": true,
  "subscriptionId": "SUB-789",
  "plan": {
    "id": "PLAN-456",
    "name": "Hypertension Care",
    "medications": ["Amlodipine 5mg", "Lisinopril 10mg"],
    "frequency": "monthly",
    "price": 15000
  },
  "nextDelivery": "2026-05-01",
  "status": "active"
}

Update Customer

Modify customer information.

# Update customer details
updateProviderCustomer({
  customerId: "CUST-123",
  email: "john.doe@newdomain.com",
  address: "20 Admiralty Way, Lekki Phase 1",
  allergies: ["Penicillin", "Ibuprofen"]
})

Customer Segments

Group customers for targeted campaigns:

# Get customers by condition
getCustomersByCondition({ condition: "diabetes" })

# Get customers with upcoming refills
getCustomersWithUpcomingRefills({ days: 7 })

# Get high-value customers
getHighValueCustomers({ minSpend: 100000 })

Example: Customer Workflow

# Step 1: Search for customer
fetchCustomers({ search: "John" })
# → Returns matching customers

# Step 2: View customer details
viewProviderCustomerDetails({ customerId: "CUST-123" })
# → Shows full profile and history

# Step 3: Add to medication plan
addCustomerPlan({
  customerId: "CUST-123",
  planId: "PLAN-456"
})
# → Customer enrolled in plan

Data Privacy

All customer data is encrypted at rest
HIPAA-compliant storage
Access logs for audit trails
Consent required for marketing communications

Next steps

Orders — Create orders for customers
Formulary — Manage your product catalog
Analytics — View customer insights