Navigate to Admin → Patients → Open Patient Profile → Order History to view a patient’s complete ordering activity.
The Order History section displays all orders, formulas, and products that have been placed for the patient.
This view provides a high-level summary of all orders associated with the patient.
Order #
The invoice number for the order.
Order Date
The date the order was submitted (not the payment date).
Ordered By
Indicates whether the order was placed by the Practitioner or the Patient (patients typically place refill orders).
Paid By
Shows who paid for the order.
Order Status
The current status of the order.
Order Price
The final total price of the order.
To view a detailed pricing breakdown, open the order directly.
Re-Order
Adds the order items back into the cart. If the order contains multiple items, you can choose which items to reorder.
Infosheet
View, download, or email the infosheet to the patient or practitioner.
Invoice
View, download, or email the invoice to the paying party.
The Formula Summary shows details of all formulas prescribed and ordered for the patient.
Formula Name
The name of the formula.
Herb Type
The herb form used in the formula.
Order #
The order number associated with the formula. Click to view full order details.
Order Date
The date the formula was ordered.
Ordered By
Indicates whether the practitioner or patient initiated the order.
Price
The price of the formula, excluding taxes and shipping.
Edit
Allows you to edit the formula and use it to create a new order.
(This does not modify the original order.)
View
View the formula details as ordered.
Re-Order
Adds the formula directly to the cart.
The Product Summary displays products that have been prescribed and ordered for the patient.
Product Name
The name of the product.
Order #
The order number associated with the product. Click to view order details.
Order Date
The date the product was ordered.
Ordered By
Indicates whether the practitioner or patient placed the order.
Price
The product price, excluding taxes and shipping.
Re-Order
Adds the product directly to the cart.
Infosheet
View, download, or email the infosheet to the patient or practitioner.
This section provides a complete view of patient ordering history, making it easy to review past prescriptions, repeat orders, and access related documents.