Patient Profile Overview

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 one place.

At a glance, the profile shows the patient’s name, status, and key account details in the left-hand panel, while the right side contains tabs that organize all activity for that patient.

Main Options

  • Order History
    View all formulas, orders, and products associated with this patient. This includes past prescriptions, order statuses, invoices, and re-ordering tools.

  • Manage Refills
    Create, edit, and monitor refill plans. This is where you control recurring orders and track how many refills remain.

  • Addresses
    Manage the patient’s shipping and contact addresses used for fulfillment.

Together, these sections give you a complete picture of a patient’s treatment and ordering activity, making it easy to maintain continuity of care and respond quickly during follow-ups.

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