Elation integration
Last modified: November 28, 2024
An introduction to Elation Elation Health is a technology platform for high-value primary care. Since 2010, Elation has provided clinical-first soluti...
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Patient account settings
Last modified: November 6, 2024
Video: Touring the patient account: Account settings Updating account information Updating your password Managing communication preferences Removing s...
Adding your bank account
Last modified: November 15, 2024
If you've opted in to make a profit from patient orders placed through your dispensary, you'll need to add a bank account.
ChARM integration
Last modified: November 11, 2024
An introduction to ChARM ChARM EHR is a cloud-based online ambulatory Electronic Health Record (EHR), practice management, and medical billing solutio...
Account activity and balance report
Last modified: November 14, 2024
This report is available to practitioner seller accounts (profit accounts) and can be downloaded from the Reports page after your first successful pay...
Archiving practitioners and staff members
Last modified: September 5, 2024
Overview Staff and store owners can archive accounts that are no longer affiliated with your clinic or business from the Staff settings page. Archived...
Updating your scheduled auto refills
Last modified: November 19, 2024
You can modify Autoship orders at any time from the Autoship page in your account.
How do I remove saved payment methods from my account?
Last modified: November 21, 2024
Payment methods are saved for future use when you place an order. Saved cards can be deleted from your My account page.
Deleting and archiving patients
Last modified: November 7, 2024
Though you can't delete accounts, you can archive a patient account, preventing them from viewing their supplement plans and placing orders.
Saving and managing payment methods for wholesale purchases
Last modified: November 7, 2024
Overview Payment methods you use to purchase wholesale orders can be saved to your account and used again for future orders. These cards can only be u...