Portals & Access
One place for practitioners and patients. Open at every hour you are not.
Practitioners write formulas, reorder and track shipments. Patients see the refills available to them and pay for them, pay invoices and keep their own addresses current. All of it in one place, at two in the morning if that is when the clinic day ends — and every one of them is a message your team never has to answer.
Your catalog, as a practitioner browses it — English and pinyin side by side, filed by classical category, priced by preparation.
The practitioner portal
What they can do without asking you.
Branded to your dispensary, working from a formulary you approve.
Build their own formulas
Practitioners work in whichever builders you have set up — granule, raw bulk, tincture, concentrate, or any other preparation you add — against your catalog and your prices. They compose it; you fill it.
You stopwriting down formulas dictated over the phone.
Save a formula and use it again
The formula they wrote last month is still there, named, with its quantities intact. Reordering it is a click rather than a re-dictation.
You stopretyping the same formula for the same patient.
Order products, not just formulas
Your product lines sit in the same catalog and the same basket. One order, one shipment, one invoice.
You stoptaking product orders through a separate channel.
See every order they have placed
Full history, with what was in each one. They answer their own question about what a patient was given in March without asking you.
You stopdigging through records to answer "what did I order?"
Track their own shipments
Carrier tracking appears in the portal beside the order. This is the single biggest reduction in inbound messages, because "where is my order" is the most common question any dispensary receives.
You stopanswering "where is my order" at all.
Bulk upload their patients
A practitioner arriving with two hundred patients imports them in one pass instead of typing them in. Onboarding stops stalling at data entry.
You stoplosing a new practitioner to a week of admin.
See live shipping rates
Rates come from the carriers in real time as the order is placed, not from a flat guess. The practitioner sees what shipping actually costs before they commit to it.
You stopabsorbing the gap between the flat rate you charged and what the carrier billed.
Order at any hour
Clinic days end late. A practitioner finishing at nine places the order then, and it is queued when you open. The dispensary never has to be staffed for the ordering to happen.
You stopbeing the bottleneck between a consultation and an order.
Always open
Ordering herbal medicine happens 24/7.
Your opening hours stop governing when medicine can be ordered. A practitioner orders after evening clinic, a patient pays for a refill on a Sunday, and both are waiting in the queue on Monday — already written down correctly, already paid for.
What arrives at your end
An order already written down correctly.
Practitioner, patient, status, payment and fulfillment — attached before anyone touches it.
The patient portal
What the patient handles themselves.
Patients get their own login. It is the second place support volume disappears.
Refills, ready to pay for
The patient sees the refills available to them, against what they were actually given, and pays for them in the portal, without routing back through the practitioner and then through you.
You stoptaking refill payments by hand.
Pay for their orders
Invoices sit in the portal and are paid there. Order status and payment status stay on the same row.
You stopchasing payment by email.
See their order history
What they have been given, when, and what it cost. The record belongs to them too.
You stopanswering "what was I taking in the spring?"
Add and update shipping addresses
Patients keep their own addresses current, which is the difference between a delivery and a reship.
You stoppaying twice to ship to a moved patient.
The patient’s own view — what is outstanding, what it costs, and where to pay for it.
Underneath
Who can do what, decided once.
Practitioner groups
Organize practitioners by clinic or organisation, each with their own formulary access and their own pricing.
Role-based permissions
Compounding, fulfillment, account management and reporting are separate permissions, set once rather than per shift.
API and EHR connections
Connect ordering to the systems you already run, including EHRs and shipping carriers.
Give your practitioners their own door.
Book a call and we will walk through how the portals are set up for your dispensary.