Patients & virtual orders: Navigating patient profiles, supplement plans, and order history

Practitioners

In this article:

Overview
Navigating to patient profiles
Editing patient/client profiles
Viewing patient supplement plan history
Viewing patient order history
Tracking patient orders
Downloading patient receipts (invoices)
Repeat or place a new patient order

 

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. From the top of the page, select the Patients tab. On mobile devices, tap the menu icon (  ), then tap Patients.
   
   
   
   
2. Click the search icon (  ) and search your patient's name.
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 — dispensaries opted in to earn a profit only.
• First product order discount — dispensaries opted in to earn a profit 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.

Tip! See Editing patient profiles for more details.

 

Viewing patient supplement plan history

Supplement plan history in a patient profile

You can view what's been previously recommended to a patient from the Prescriptions or Recommendations page of patient profiles.

Viewing a patient's past prescriptions.

 

Patient history in the supplement plan tool

You can also view a patient's plan history while creating new plans in the supplement plan tool. After linking the plan to a patient or client, select the Add products button to expand the catalog drawer then click the Patient history tab. Here you can view previously prescribed products, dosage instructions, and attachments.

 

Viewing patient order history

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

To view a patient's order history:

1. Go to the patient's profile and click the Orders tab.
   
   
   
   
2. Scroll down the page to view orders the patient has placed. Click View details to view a specific order's tracking information or invoice.
   
   

 

Tracking patient orders

We send emails whenever an order is placed and again as shipments leave our warehouse. You can click View order from 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.

Note: If you aren't receiving order-related emails, we recommend reviewing your Notification settings (in your Account settings) to confirm you're subscribed or checking your junk or spam folders.

 

To find tracking information for a patient's order:

1. Go to the patient's profile and click the Orders tab.
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, go to the Orders page in a patient's profile and select an order. Click  Download receipt to save a copy to your device or click  Print receipt to print a physical copy.

Clicking Download receipt or Print receipt to retrieve an invoice.

 

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 basket 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 prescription history or with the in-office catalog search tool.

Note: There must be at least one item in the patient's basket to access the in-office product search tool. Items can always be removed before proceeding to place an order.

 

To repeat or place a new order for a patient:

1. Go to the patient's profile and click the Orders tab.
2. Click the View details button on the order you want to repeat.
3. Click Add all to basket to reorder all items or Add to basket on individual product cards to order select products. Quantities can be adjusted once items are in the basket.
   
   
   
   
4. Click Patient basket to access, review, and adjust products you've added to the order.
   
   
   
   
5. If needed, adjust quantities of products by clicking the - / + buttons.

   Tip! When reviewing the patient's basket, you can add new (never prescribed or ordered) products using the Product Search field.

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

Note: Patient payment information needs to be collected to place an order on a patient's behalf. If the credit card being used shouldn't be saved to the patient's account, select the One time use checkbox during checkout.