Patients
Patient Refills
Patient Refill Management This page allows admins and practitioners to view and manage refill settings for previously ordered items (formulas or products) associated with a patient. Each row represents an item that was ordered in the past and can ...
Patient Saved Credit Card
Add a Patient Saved Credit Card Navigate to Admin → Patients → Open Patient Profile → Credit Cards to manage saved payment methods. Patients may securely save credit cards in their patient account. Admins can also add or delete saved credit cards on ...
Patient Addesses
Patient Addresses Estimated reading time: 1 minute Navigate to Admin → Patients → View Patient Profile → Addresses to manage patient addresses. The dispensary admin can add or modify patient addresses from the admin interface. Practitioners can also ...
Patient Order History
Patient Order History 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. ...
Profile Information
Patient Profile Information Navigate to Admin → Patients → View Patient Profile → Profile Information to view and manage individual patient details. The Patient Profile contains essential information about the patient, including contact details, ...
Add a Patient
Add a Patient Navigate to Admin → Patients → Add Patient to create a new patient record in your dispensary. An Add a Patient Help Video is available for step-by-step guidance. Overview The Add Patient page allows the dispensary admin to quickly ...
Patient List
Patient List Navigate to Admin → Patients to view and manage all patients in your dispensary. The Patient List displays every patient across all practitioners and provides tools to search for patients and access individual patient profiles. Viewing ...