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 ...
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Admin Notifications
Admin Notifications Admin notifications alert you to important activity within your dispensary. Notifications appear in the top navigation bar as a bell icon, with a number indicating how many unread notifications you have. Notification Types The ...
Dashboard Settings
Admin Website Dashboard Navigation: Admin > Settings > Admin Website Overview The Admin Dashboard displays informational widgets that help you manage and monitor your dispensary at a glance. You have full control over which dashboard widgets are ...
Add a Custom Product
Add a Custom Product Steps to Add a Custom Product Navigate to Admin → Products → Add New Product. Step 1 – Enter the Product SKU Enter a unique SKU for the product. Step 2 – Set the Product Status By default, the product status is set to Publish. ...
View Product List
View Product List To view all products in your dispensary, go to: Admin > Products Product Types There are two types of products in the system: 1. Simple Products Do not require ingredients from your catalog Ready-made items that can be shipped or ...
View Orders
Orders Module Overview Navigation: Go to Admin > Orders The Orders module is where all orders placed by practitioners or patients are managed. Once an order is submitted, it will appear in this section until it is completed, cancelled, or archived. ...