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.
Please bear in mind that clients can only order from the latest prescription provided it is not older than 3 months.
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.
The client will choose their shipping options.
If opting for delivery, the will see the below screen. Please ensure you are set up for freight charges by clicking here.
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 OR needs ship on the invoice.
(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.
Click send to Ariya or send to Metagenics -> Send order.
Order will be sent to Ariya or Metagenics to the client's address on file, if the client has provided an alternate address this will be noted in the invoice comments.