Patients & virtual orders: In-office checkout

Practitioners

In this article: 

In-office checkout
Prescribing and checking out
Adding products to a patient's basket
Placing an order with in-office checkout
The patient experience

In-office checkout

The In-Office checkout tool allows practitioners and staff members to place orders on a patient's behalf. Just a few benefits of In-Office checkout include:

• Improved patient adherence
• Ensuring patients get their products quickly
• A helping hand for your less-than-tech-savvy clientele!

Prescribing and checking out

After creating a new prescription or recommendation for a patient, practitioners can choose to send the prescription by email or send and place the order with the patient immediately by selecting In-office checkout.

When you click In-office checkout, you'll be directed to the patient's in-office cart, where quantities can be adjusted, and additional products can be added if needed.

Selecting In-office checkout to open the patient in-office cart.

Adding products to a patient's basket

The In-office cart is accessible after adding one or more products to the basket.

Adding products from prescriptions

Find a prescription from the patient's Prescriptions tab, then click Add to in-office cart.

Adding a product to the in-office cart while viewing a prescription.

Adding products with product search

To add products that haven't been prescribed to the patient, use the Add products button. This will open the drawer where you can search for and select other products.

The Product search field used to add products from the catalog to a patient basket.

Placing an order with in-office checkout

After the patient's basket is put together, to place the order:

1. Click the Patient basket   .
2. Then, click Continue to checkout.
3. Enter the patient's shipping address. This address will be saved and autofill for future in-office orders.

   Note: When checking out with in-office checkout from a Canadian dispensary, practitioners can provide special delivery instructions (i.e., signature required).

4. Enter a credit card and click Proceed.
5. Review the order and select a Shipping Method.
6. Click Place Order.

Completing an In-Office Checkout to place an order on a patient's behalf.

Tip! The credit card entered for the order is automatically saved to the patient's account for future use. If you don't want to save the credit card to the patient's account, select the One time use checkbox during checkout.

The patient experience

Once the order is submitted successfully, the patient will receive an order confirmation email with a summary of the order, including applicable charges, followed by shipping and tracking information once the order has left our warehouse. Delivery can be expected between 1 and 7 business days - depending on the shipping method selected.