In this article:
The In-Office checkout tool is available to 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!
Prescribe and place order
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 Prescribe and place order.
When Prescribe and place order is selected, you'll be directed to the patient's basket where quantities can be adjusted and additional products can be added if needed.
Selecting Prescribe and place order to start an In-office checkout for a patient.
Adding products to a patient's basket
The Patient basket is accessible after adding one or more products to the basket.
Adding products from a prescription to begin assembling a patient basket.
Adding products from prescriptions
When viewing All prescriptions, select the name of a product to view the description, available sizes, and an Add to basket option.
Or find a prescription, click View details to view all of the products and details of the prescription, as well as the Add to basket option.
Adding a product to the basket while viewing a prescription.
Adding products with product search
To add products that haven't been prescribed to the patient, use the Product Search field.
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, place the order by:
- Click Proceed to Checkout
- Enter the patient's shipping address. This address will be saved and autofill for future in-office orders.
- Enter a credit card and click Proceed
- Review the order and select a Shipping Method
- Click Place Order
Completing an In-office checkout to place an order on a patient's behalf.
Tip! If the credit card used for the order shouldn't be saved 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.