Patients
Patient Saved Credit Card
Patient Saved Credit Card Go to Admin > Patients > Open Patient Profile > Credit Cards Patients can save their credit card securely in the patient account. The admin can also add a saved credit card for the patient and also delete a saved credit ...
Patient Label Settings
Patient Label Settings Go to Admin > Patients > Open Patient Profile > Labels Your dispensary can support multiple labels and options but most dispensaries create one label for each formula builder, but you do have options! You can specify a specific ...
Patient Formula Templates
Patient Formula Templates Go to Admin > Patients > Open Patient Profile > Formula Templates A practitioner can create a formula and tag a patient to it, and not actually order it. This section will list any formula created for the patient but these ...
Patient Addesses
Patient Addresses Go to Admin > Patients > View Patient Profile > Addresses The dispensary Admin can add or modify a patient address and the individual practitioner can add or modify patient addresses in their practitioner account. Patients can add ...
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 ...
Patient Profile
Patient Profile Go to Admin > Patients > View Patient Profile > Profile Information The patient profile contains all the basic information about the patient including their name, phone number, practitioner and password reset. The patient profile ...
Add a Patient
Add a Patient Go to Admin > Patients > Add Patient Add a Patient Help Video 1. Click on "Add Patient" 2. Enter the patients' first name, last name, phone number and email address 3 Enter the patients shipping address. You can only add one shipping ...
Patient List
Patient List Go to Admin > Patients The patient lists will list all the patients in your dispensary and allow you to search for patients and view their patient profile. Instructions for Viewing Patients 1. Go to Admin > Patients 2. View a list of all ...