Practitioner Profile

Go to Admin > Practitioners > View Practitioner Profile > Practitioner Addresses The dispensary admin can add or modify a practitioner physical address and the individual practitioner can also add or edit their own addresses in their practitioner account. View Addresses Go to Admin > Practitioners and search for the Practitioner and open up their profile. Click on tab “Addresses” to view the addresses associated with the practitioner’s account. Edit Practitioner Address Select ...

Go to Admin > Practitioner Profile > Settings > Checkout The practitioner checkout settings lets the practitioner choose default options for checkout to make the process go faster. The system will auto-select specific checkout options, which can still be changed during the checkout process. Payment Settings [Checkout Payment Options] Auto-select if patient will be paying Auto-Select if practitioner will be paying Shipping Options [checkout Shipping Options] Auto-select Ship to P...

Go to Admin > Practitioner > Find Practitioner > View Profile > Settings > Vouch Vouching gives the option for the practitioner to request orders are sent out immediately before payment. This setting will enable the practitioner to vouch for orders if turned to ON.

Go to Admin > Practitioners > Edit Practitioner > Settings > Refills The following settings control the practitioner’s refill settings. These settings can also be changed in the practitioner account by the practitioner. Refills You can turn refills on or off for the practitioner. If refills are turned off, then the practitioner will not see refill options when building a formula. Default Settings You can turn off the default refills which would force the practitioner to enter ref...

Go to Admin > Practitioner > Find Practitioner > View Profile > Settings > Payments The payment settings let you manage a practitioners saved credit cards. Add a New Saved Credit Card The dispensary admin can add a new saved credit card for a practitioner Manage Saved Credit Cards The dispensary admin can view and manage the saved credit cards for a practitioner.

Go to Admin > Practitioners > View Practitioner Profile > Order History View the Order History for each practitioner Order # Purchase Date Product Qty Paying Party Payment Method Order Price Order Status Action Options Re-order Click on this option to re-order the products in the order Infosheet Click on this option to either view, download or email the practitioner infosheet to the patient or the practitioner. Invoice Click on this option to either view, download or emai...

Go to Admin > Practitioners > View Practitioner Profile > Markups If you have credits/markups enabled, the dispensary admin can manage the practitioners’ credits and view the history of credits. Add Credits The dispensary admin can add credits to a practitioner account Delete Credits The dispensary Admin can delete credits from a practitioners account All Transactions The dispensary admin can view all the credit transactions for a practitioner which includes incoming and outgoing...

Go to Admin > Practitioner > Find Practitioner > View Profile > Settings > Logo The dispensary admin can control the practitioners logo which can appear on the Label. Practitioners can upload a logo themselves from the practitioner account, and it must be approved by the dispensary admin The dispensary Admin can add a logo for a practitioner Instructions to add a Logo: - Find Logo on Local Drive - Approve Logo - Press Save and Close

Go to Admin > Practitioners > Open Profile > Discounts Tab An automatic discount reduces a price of one or more products or formulas by a percentage or a flat amount without requiring a discount code. Automatic Discount Help Video Instructions to Create an Automatic Discount You can set an automatic product or Formulas discount for a practitioner here by clicking on Add Product or Formula Discount and creating the automatic discount. This discount will only be available to this part...

registration process. It can be edited by the Dispensary Admin or directly by the Practitioner. Currently only the admin can edit the practitioner email. Practitioner Profile Help Video You can update any of the following fields: - First Name - Last Name - Email - Password - Clinic Name - Web Address - Mobile Phone# - Phone# - Education - Tax Exempt Status - Governing Organization - Practitioner Type - Account Status