When a new customer arrives at the pharmacy to have a prescription filled, they are asked to provide basic customer information which includes their name, address, phone number, date of birth, social security number, and serious medical issues. In addition, allergy information (e.g. penicillin, sulfa, etc.) is required of the customer. A sales associate records the customer's information in the appropriate locations. The customer's basic information is recorded on the customer profile sheet.Their last name and the last 4 digits of their social security number (called: ssn4) is recorded in the daily new client log which contains all new customers by date they began receiving prescriptions at the pharmacy. In addition, the client's allergies to medications are recorded in the allergies binder. 

Next, a unique new member number is determined by the sales associate by looking up the last member number in the client profile filing cabinet. The number is recorded on both a new member card as well as the customer profile sheet. The member card includes the client's name and new member number and is pre-printed with the Paisano logo, address, and business phone number. The member card is given to the customer and the customer profile sheet is filed in the filing cabinet.

For customers that have prescription drug coverage, the sales associate verifies their insurance information. The insurance company's name on the client's prescription card is matched against the pharmacy's listing of insurance companies that they accept. If the company is on the list, the sales associate contacts the insurance company's 800# automated service to determine if the customer has an active account that can be billed. The customer's insurance information and/or status is noted on the customer profile sheet.  If the customer provides an invalid prescription card, the customer is given notification of the invalid card. Note: Customer's without insurance are still accepted but will be required to pay full price for all medications.