Locating a Patient in Salesforce for ReSupply

Describes how the ReSupply Support team members can locate a patient in Salesforce.

Article ID: 847

Locate a patient in Salesforce as follows:

Paste or type your search criteria into the search field at the top of your page and press the Enter key.

There are two primary pieces of information that can be used to locate a patient in Salesforce:

The preferred (and easiest) method is to use the patient’s phone number. This is usually the best as the patient’s phone number will more often than not only be assigned to only one (or possibly two) accounts.

If the patient doesn’t know the phone number on their account, the next best way to search is to use the patient’s name. After searching this way, you will have to select the patient’s name from a list (as shown to the right). Try to use other information like the patient’s area code to pick the right one.

If neither of these pieces of information are able to locate an account, you can try searching by the patient’s e-mail address. This will give you a list similar to the one if you search by patient’s name. This is the least preferred way to search as it is least likely piece of information to be associated with a patient’s account.

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Revision History

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Date	Changes
6 March 2024	Rename article: Locating a Patient in Salesforce for ReSupply. Add Summary. Change Article Type from Topic to How-to. Update format to the current standard. Minor revisions for clarity. (K00345)
30 October 2018	Initial publication. All new content.