Navigating patient profiles, plans, and order history

Overview

Patient profiles are created for each patient added to your dispensary. From these profiles, practitioners and staff can manage profile details, monitor adherence to plans, review and track purchases, place orders on behalf of patients, and more.

Navigating to patient profiles

To access a patient profile:

1. Click the Patients tab in the navigation bar. On mobile devices, tap the menu icon ( ), then tap Patients.

2. Use the search bar or scroll through the patient list to find the patient.
3. Select the patient’s name to view their profile.

Editing a patient/client profile

Once patients have logged in to their accounts, they can manage their profile details on their own from the account settings page in their accounts. Practitioners and staff can also edit patient profiles, with some limitations.

Practitioners and staff can update any of the following in a patient’s profile:

• First and last name.
• Email address — only until the user has signed in.
• Individual discount — profit dispensaries only.
• First product order discount — profit dispensaries only.
• Additional information: date of birth & biological sex.

To edit a patient profile, use the search field ( ) at the top of the page to search and select a patient, then click Edit profile. Make necessary changes, then select Save patient. Changes are applied immediately.

Viewing patient plan history

Plan history in a patient profile

You can view what’s been previously recommended to a patient from the Plans page of patient profiles.

Patient history in the plan building tool

You can also view a patient’s plan history while creating new plans in the plan building tool. After linking the plan to a patient or client, select the More options ( ) button beside their name, then click View history. This will direct you to the patient’s profile where you can review past plans and orders.

to access the patient’s history from the Review plan page:

1. Click the patient’s name.
2. In the drawer, click their name again.

3. On the patient’s profile page, click Plans to view their past plans, or Orders to see their order history.

Viewing a patient’s currently taking

If your patient has responded to a currently taking information request, you can find the information they’ve provided in the Supplements and medications section of their profile.

Viewing patient order history

Viewing your patients’ order history can be useful in understanding plan adherence, so you can take action and help patients stay on track with their goals.

To view a patient’s order history, click the Orders button in their profile. Their order history drawer will open from the right side of the page.

Tracking patient orders

We send emails whenever an order is placed and again as shipments leave our warehouse. You can click View order in these emails to open and review the patient order in your account. Alternatively, you can go to a patient’s profile to view recent order history and track the progress of their order.

To find tracking information for a patient’s order:

1. Go to the patient’s profile and click the Orders button.
2. Click the View details button of the order you want to track.

3. Click Track shipment to view tracking history on the courier’s website (FedEx, UPS, USPS, or Canada Post).

Downloading patient receipts (invoices)

To view, download or print a receipt from a patient profile page:

1. Click Orders.
2. Click View details next to the relevant order.
3. Click Download receipt to save a copy to your device, or click Print receipt to print a physical copy.

Repeating or placing a new patient order

With in-office checkout, you can place new orders or repeat a past order on a patient’s behalf. To quickly repeat orders, the Add all to in-office checkout button can be used to add all products, and their respective quantities, to the patient’s basket with a single click. Alternatively, you can add individual items from a patient’s plan history or with the in-office catalog search tool.

To repeat or place a new order for a patient:

1. Go to the patient’s profile and click Orders.
2. Click the View details button on the order you want to repeat.

3. Click Add all to in-office checkout to reorder all items or the More options ( ) button on individual product cards to order select products. Quantities can be adjusted once items are in the basket.

   

4. Click In-office cart to access, review, and adjust products you’ve added to the order.

5. If necessary, adjust quantities of products by clicking the – / + buttons.

6. Click Continue to checkout to continue through in-office checkout.

   

Video: How to navigate your Fullscript dispensary | Patients & insights