Patient Order History
Patient Order History
Go to Admin > Patients > Open Patient Profile > Order History
The patient order history shows you the Orders, Formulas and Products associated with the patient that have actually been ordered.
Patient Order Summary
Patient Formula Summary
Patient Product Summary
Patient Order Summary
Order Summary Fields
Order #
The invoice number for the order
The invoice number for the order
Order Date
The date the order was submitted (not paid)
The date the order was submitted (not paid)
Ordered by – Either Practitioner or Patient. A patient would order refills from the patient account.
Paid By
Who paid for the order
Who paid for the order
Order Status
The status of the order
The status of the order
Order Price
The final price of the Order If you need to see more detailed pricing, you need to view the order.
The final price of the Order If you need to see more detailed pricing, you need to view the order.
Action Options
- Re-Order – Will place the order into the cart. If there are multiple items in the order, it will allow you to choose which items you want to re-order.
- Infosheet – View, Download, or Email the infosheet to the Patient or Practitioner
- Invoice – View, Download or Email the invoice to the paying party
- Patient Formula History
Patient Formula Summary
The formula summary will show you details about which formulas were prescribed to the patient.
Order History Fields
Formula Name
The name of the formula
The name of the formula
Herb Type
The herb type of the formula
Order #
The order number associated with the formula. Click on the order number to view the order details.
The order number associated with the formula. Click on the order number to view the order details.
Order Date
The date the formula was ordered
The date the formula was ordered
Ordered by
Who initiated the order; practitioner or patient
Who initiated the order; practitioner or patient
Price
The price of the formula, not including taxes or shipping
The price of the formula, not including taxes or shipping
Action Options
- Edit – This will not edit the formula within the actual order, but allow you to edit the formula and use the formula to create a new order
- View – allows you to view the formula which was ordered
- Re-Order – This will add the formula directly to the cart
Patient Product Summary
The product summary will show you details about which products were prescribed to the patient.
Product Name
The name of the product
The name of the product
Order #
The order number associated with the formula. Click on the order number to view the order details.
The order number associated with the formula. Click on the order number to view the order details.
Order Date
The date the formula was ordered
The date the formula was ordered
Ordered by
Who initiated the order; practitioner or patient
Who initiated the order; practitioner or patient
Price
The price of the formula, not including taxes or shipping
The price of the formula, not including taxes or shipping
- Action Options
Re-Order – This will add the formula directly to the cart
Infosheet – View, Download, or Email the infosheet to the Patient or Practitioner
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