Patient Order History

Go to Admin > Patients > Open Patient Profile >  Order History

The Patient history is split between

• Previous Orders
• Previous Formulas
• Previous Products

Patient Order History

View the order history of each patient.

• Order # – The invoice number for the order
• Order Date – The date the order was submitted (not paid)
• Ordered by – Either Practitioner or Patient. A patient would order refills from the patient account.
• Paid By – Who paid for the order
• Order Status
• Order Price

Action Options

Re-Order – Will place the order into the cart. If there are multiple items in the order, it will allow you to choose which items you want to re-order.

Infosheet – View, Download, or Email the infosheet to the Patient or Practitioner

Invoice – View, Download or Email the invoice to the paying party

Patient Formula History

View the Formula History for any patient

• Formula Name – The name of the formula
• Herb Type – The herb type of the formula
• Order # – The order number associated with the formula. Click on the order number to view the order details.
• Order Date – The date the formula was ordered
• Ordered by – Who initiated the order; practitioner or patient
• Price – The price of the formula, not including taxes or shipping

Action Options

Edit – This will not edit the formula within the actual order, but allow you to edit the formula and use the formula to create a new order

View – allows you to view the formula which was ordered

Re-Order – This will add the formula directly to the cart

Patient Product History

View the Product History for any patient

• Product Name – The name of the product
• Order # – The order number associated with the formula. Click on the order number to view the order details.
• Order Date – The date the formula was ordered
• Ordered by – Who initiated the order; practitioner or patient
• Price – The price of the formula, not including taxes or shipping

Action Options
Re-Order – This will add the formula directly to the cart
Infosheet – View, Download, or Email the infosheet to the Patient or Practitioner