Patient Order History

Patient Order History

Patient Profile – Orders History

The Orders tab within a patient’s profile shows every order that has been placed for that patient. This view focuses on completed, pending, and cancelled transactions rather than individual formulas.


What You See in This View

Each row represents a single order. Common columns include:

  • Order # – The unique order reference number. Click this to open full order details.

  • Order Date – When the order was created.

  • Ordered By – The practitioner who placed the order.

  • Order Status – The current state of the order (e.g., Pending, Complete, Cancelled).

  • Refill – Indicates whether the order is part of a refill plan.

  • Order Price – Total cost of the order.

  • Actions – Quick tools for managing or reviewing the order.

You can:

  • Use the Search field to quickly locate a specific order.

  • Change how many records are shown per page.

Using the Order Number

Clicking an Order # opens the full order record, where you can view:

  • Items included in the order

  • Shipping and billing details

  • Payment status

  • Order notes and history

This is useful when tracking fulfillment issues, payment questions, or patient inquiries.

Actions Column

The icons in the Actions column allow you to:

  • View the order in detail

  • Reorder items (if enabled by your dispensary)

  • Access additional order tools through the menu

The exact actions available may vary based on your dispensary’s configuration.


Order Actions Menu

Each order in the Orders tab includes a three-dot (hamburger) menu in the Actions column. This menu gives you quick access to everything related to that specific order.


Here’s what each option does:

View Order

Opens the full order record.
Use this to review:

  • Items in the order

  • Patient and shipping details

  • Payment status

  • Order notes and history

This is the primary place to investigate any order-related questions.

Re-Order

Creates a new order using the same items and configuration as the original order.
This is ideal for:

  • Quickly repeating a previous prescription

  • Placing follow-up orders without rebuilding from scratch

  • Saving time during repeat visits

You can still adjust quantities or details before submitting the new order.

View Invoice

Displays the invoice for the order in your browser.
Use this to:

  • Review charges

  • Show the invoice to a patient

  • Confirm pricing and line items

Download Invoice

Downloads a PDF copy of the invoice to your computer.
This is useful for:

  • Emailing to a patient

  • Printing

  • Bookkeeping and records

View Label

Opens the shipping or product label associated with the order (if generated).
This allows you to:

  • Preview what will appear on the package

  • Verify patient and product information

View Infosheet

Displays the patient-facing information sheet for the order.
This typically includes:

  • Formula or product details

  • Usage instructions

  • Important notes for the patient

Infosheets are designed to be included with the order or shared digitally.

These tools are designed to give you everything you need to manage, repeat, document, and support each order without leaving the patient’s history.

The Orders tab is designed to give you a clear, chronological record of all transactions for a patient, making it easy to answer questions, audit history, and manage ongoing care.

    • Related Articles

    • Order History Overview

      Order History The Order History page shows every order that has been placed through your account. It provides a complete record of patient orders, payment status, and fulfillment progress, allowing you to quickly find, review, and manage past and ...

    • Patient Formula History

      Order History Tabs Within Order History, you will see sub-tabs such as: Formulas – Custom formulas that have been ordered for this patient. Orders – Completed orders and transactions. Products – Any retail or non-formula products associated with this ...

    • Product History

      Product History The Products tab within a patient’s Order History shows all non-formula items that have been ordered for that patient. This includes retail products, supplements, topical items, and any other catalog products your dispensary offers ...

    • Order Details Page

      Order Details Page The Order Details page provides a complete, end-to-end view of a single order. This is where you can review payment status, see what was ordered, manage refills, and access all documents related to the order. You can reach this ...

    • Patient Profile Overview

      Patient Profile Overview The Patient Profile is the central workspace for managing an individual patient. From this page, you can view their details, review treatment history, manage refills, and handle everything related to their care and orders in ...