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