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Patient 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

Previous Patient Addresses
Next Patient Formula Templates
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