Recurring deliveries

Your role in short

• Create the client list ONCE from the pharmacy's patient list, then one recurrence per client who gets regular deliveries (pillpacks).
• After that it runs itself: deliveries are generated automatically 30 days ahead and show up in Deliveries on their date.

Create the client list (photo or PDF)

1. Print or photograph your patient lists — one document per sub-list (clients are grouped by document).
2. Directory menu → AI Import → + New task → add the photos/PDFs → Create task.
3. Extract: the app reads everything (names, addresses, phones).
4. Review: fix as needed, uncheck rows to skip, then Create clients.
5. Also possible: CSV import, or one client at a time in the Directory.

Create recurrences in bulk

1. Calendar menu → AI Import ("Import clients + recurrences").
2. One document = one start day. Set Start day (default) and Recurrence (days): 7, 14 or 28 to match the pillpack cycle.
3. Extract → Review (adjust each document's start day) → Create clients + recurrences.

Adjust for one client

• Directory → open the client → Recurring tab: New recurrence to add, pencil to edit (frequency, amount, address), trash to delete.
• The Active / Inactive badge shows whether the recurrence generates deliveries.

Day to day

• Nothing to re-enter: recurring deliveries appear in Deliveries on their own and follow the normal flow (preparation, route).
• The Calendar shows the upcoming days — handy to double-check a whole sub-list.