Patients

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 or modify their addresses in their patient account if the patient account is ON and they have access to their account. You can have multiple patient addresses for shipping purposes. (Example: Home, Office, Vacation) 1. Find/Search for the Patient 2. View ...

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 Formula Summary Patient Product Summary Patient Order Summary Order Summary Fields Order # The invoice number for the order Order Date The date the order was submitted (not paid) Ordered by – Either Practitioner or Patient. A patient would order refills from the patient account. P...

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 lists basic patient information including. Patient Username ( only if patient account is ON) First Name Last name Phone Number Email Address Their Practitioner Patient Note Change Patient Password If patient account is ON, you can change the patient’s pass...

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 address on this page, but after the patient record is created, you can add more shipping addresses. Based on settings, only First Name, Last Name are required. You can enable Phone number to be mandatory in your settings.

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 the patients, for all practitioners in your dispensary. 3. Patient Search- Search for any patient in the dispensary Advance Search Search based on the patients registration date range or last order date range.