Patients
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 ...
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 ...
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 ...
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 ...
Manage Patients / Patient List
Patient List – Managing Your Patients The Patient List page is where you view, search, add, and manage all patients in your account. This is the central hub for everything related to patient records and is typically the starting point before building ...
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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. ...