A patient can access their prescriptions online either via the emailed prescription or through the Patient Portal, this will bring up the option to ORDER the prescribed products online on the current prescription.
After the patient clicks the order button, the patient can choose the quantity of each product they would like to order, the RRP will be displayed to them.
You will notice when the client orders, the shipping options at this stage are only PICK UP FROM CLINIC.
There is a note, that if they require the order shipped to them, the client needs to contact the practitioner to arrange shipment.
After the patient has clicked OK on their order, they will be redirected to their invoice to make payment for the products they have chosen to order.
If the patient chooses to NOT pay for the products, you will still be able to access the outstanding invoice from your Dashboard and make contact with the patient regarding their order and taking payment.
Items on the invoice will be automatically be changed to status of waiting pick up on the invoice. If they are being shipped, you can change the item status to needs shipment.
(Note: Online payment will be processed through your integrated payment gateway. If multiple gateways are connected the order of use is Square -> Stripe -> Ezi-Debit. If you have disabled the Pay Now button your invoices from Invoice Settings, the patient will not be able to make payment for their order online.)
If any products the patient has ordered are on backorder/out stock, you will also need to make contact with the patient to notify them either via phone call, SMS or email.
Sending Order to Ariya Health or Metagenics:
If the client order needs to be sent to Ariya Health or Metagenics, you will need to add shipping/freight to the invoice.
Receive payment for the freight.
Order will be sent to the client's address on file.