How to View Active Orders

1.      Access the Orders Section:

○        On the left-hand panel, locate and click on the Orders tab. This will open the orders management section of the app.

2.      View Active Orders:

○        Within the Orders tab, select the Active Orders option. This will display a list of all current orders that are being processed.

○        Details Available: You can view detailed information about each order, including the order ID, customer name, order date, and current status. You can also see product details, quantities, and any associated tracking numbers.

How to Find Tracking Information

1.      Navigate to the Orders Tab:

○        Click on the Orders tab in the left panel to access all order-related information.

2.      Locate Tracking Information:

○        In the list of orders, find the columns labeled Tracking Number and Shipping Provider.

○        The Tracking Number column will display the tracking number for each shipped order. The Shipping Provider column will show the courier service used.

3.      Access the Tracking Link:

○        Click directly on the tracking number in the list. This will open the shipping provider’s website, where you can view the real-time status of the shipment.

How to View Cancelled Orders

1.      Open the Orders Tab:

○        In the left-hand panel, click on the Orders tab to open the orders section.

2.      Select Cancelled Orders:

○        Within the Orders section, click on Cancelled Orders to view all orders that have been cancelled.

○        Details Available: This view provides details on the cancelled orders, including the reason for cancellation (if available), customer information, and the date the order was cancelled.

How to Manage Abandoned Checkouts

1.      Access Abandoned Checkouts:

○        Click on the Orders tab in the left panel.

○        Within the Orders section, select Abandoned Checkouts.

2.      Review Customer Information:

○        This section will display a list of customers who started but did not complete the checkout process.

○        Details Available: You can view customer names, email addresses, items in the cart, and the date they abandoned the checkout. This information is useful for retargeting efforts.

3.      Retarget Customers:

○        Use the provided customer information to reach out and encourage them to complete their purchase. You can do this via personalized emails, discount offers, or follow-up reminders.

How to View Failed Subscription Payments

1.      Navigate to the Failed Subscription Payments Section:

○        In the Orders tab, select Failed Subscription Payments.

2.      Review Account Status:

○        This section will show customer accounts that are currently on pause due to a failed payment attempt.

○        Details Available: You can see the customer’s name, subscription details, payment attempts, and the date of the failed transaction.

3.      Contact the Customer:

○        Reach out directly to the customer using the contact information provided. Encourage them to update their payment information so their subscription can be reactivated.

○        Tip: Consider offering assistance with updating payment details or providing a brief grace period to maintain customer satisfaction.

Prescriptions Tab Overview

The Prescriptions tab is divided into five sub-tabs, each providing specific information and management options:

1.      Orders:

○        Here, you can view a comprehensive list of all prescription orders.

○        Details Available: You’ll see the script number, customer name, tracking number, order status (e.g., pending, shipped, delivered), and the date the order was created.

2.      Pending Prescriptions:

○        This sub-tab shows all prescription orders that are pending review by doctors.

○        Review Process: Doctors typically review these orders within 24 hours to ensure accuracy and compliance before processing.

3.      Rewrite Prescriptions:

○        This section lists all prescriptions that are due for refills.

○        Doctor Review: Orders in this section will be reviewed by doctors, usually within 24 hours, to determine if the refill is appropriate and can be processed.

4.      Upcoming Prescriptions:

○        This tab shows a list of orders that are scheduled for review but are not yet due.

○        Details Available: You can see how many days away each order is from the doctor’s review, helping you plan for upcoming tasks.

5.      Written Prescriptions:

○        This section provides a history of all prescriptions that have been fulfilled and sent.

○        Details Available: You can review the script number, customer name, date fulfilled, and tracking information for completed orders.

How to View Patient Comments

1.      Access the Patient Comments Section:

○        Click on the Patient Comments tab in the left-hand panel.

2.      Review Comments and Questions:

○        This section displays all comments and questions left by customers regarding their orders.

○        Details Available: You can view the customer’s name, the content of their comment or question, and the associated order number. This allows you to respond promptly and address any concerns or feedback.

How to Generate Reports

1.      Navigate to the Reports Tab:

○        In the left-hand panel, click on the Reports tab to access the reporting section.

2.      Customize Your Report:

○        Use the available filters to customize your report. You can generate reports based on order sales history, invoices, customer activity, and more.

○        Filter Options: Set date ranges, select specific customers or products, and choose the type of data you want to include in your report.

3.      Export and Save Reports:

○        Once your report is generated, you have the option to export it in various formats (e.g., CSV, PDF).

○        Tip: Save these reports for your records or share them with other team members for further analysis.

How to Create Coupons

1.      Access the Coupons Section:

○        Click on the Coupons tab in the left panel to open the discount management section.

2.      Create a New Coupon:

○        Click on the “Create Coupon” button to start.

○        Set Parameters: Define the discount amount or percentage, and set the usage limitations.

○        Duration Options:

■        Forever Duration: The coupon will apply to every recurring billing month, offering customers ongoing savings.

■        One-Time Use: The coupon will only apply to the first month or first use, providing a single discount for new customers.

3.      Distribute the Coupon:

○        Share the coupon code with customers via email, on your website, or through social media.

How to Manage Admin Accounts

1.      Open the Admin Tab:

○        In the left-hand panel, click on the Admin tab to manage user accounts.

2.      Create a New Admin or User Account:

○        Click on the “Create User” or “Create Admin” button.

○        Enter Details: Input the new user’s information, including their name, email address, and desired role.

○        Assign Permissions: Specify the level of access they will have, from viewing orders to full administrative control.

3.      Manage Existing Accounts:

○        You can also edit or deactivate existing accounts as needed, ensuring that your team’s access is always up to date and secure.

How To Guide:

Order Management

1.  Check Order Tracking:

1.      Access the Orders Section:

○        Navigate to the "Order" tab on the left-hand panel of your dashboard.

2.      Locate the Tracking Information:

○        Look for the "Order Tracking" column within the orders list.

3.      View Shipment Progress:

○        Find the tracking number and click the link provided. This will redirect you to the carrier's tracking page, where you can see up-to-date details about the shipment’s progress.

2.  Canceling an Order:

1.      Open the Orders Tab:

○        Navigate to the "Order" tab from the left-hand menu.

2.      Select the Order to Cancel:

○        Find the order you wish to cancel and click the "Cancel" button next to it.

3.      Confirm the Cancellation:

○        A confirmation box will appear. Type "cancel" and then click "Confirm" to finalize the cancellation.

4.      Note on Processed Orders:

○        If the order has already been processed, the cancellation will take effect for the following month, and it will also cancel the associated subscription for future orders.

3.  How to Cancel a Subscription:

1.      From the Patient Profile:

○        Navigate to the patient’s profile and select the "Cancel Subscription" option.

2.      From the Order Tab:

○        Alternatively, you can cancel a subscription directly in the "Order" tab by selecting the "Cancel Subscription" button next to the relevant order.

3.      Important Note:

○        If a subscription is canceled after billing has occurred, there will be no refund for that month. The cancellation will only affect future orders, stopping further processing and shipments.

4.  Checking the Status of a Customer’s Subscription:

1.      Navigate to the Patient Profile:

○        Go to the patient’s profile to view subscription details.

2.      View Subscription Status:

○        In the top right corner of the profile, you will see the subscription status clearly labeled as either "Active" or "Inactive."

3.      Additional Information for Inactive Subscriptions:

○        If the subscription is inactive, details such as the cancellation date and the reason for cancellation (e.g., patient, admin, or payment failure) will be displayed.

5.  Find Out When a Customer Will Receive Their Next Refill:

1.      Access the Patient Profile:

○        Go to the patient’s profile within the app.

2.      Locate the Order History Section:

○        Scroll down to the 'Order History' section.

3.      Check Refill Information:

○        Look for the "Refills" column to see the number of days until the next refill is due.

6.  What Should I Do If a Patient Complains Medication Doesn’t Seem to Be Working Within the First Few Weeks?

1.      Understand the Timeline:

○        It typically takes 4-6 weeks for most medications to show significant effects. Some patients may notice improvements sooner, while others might take longer.

2.      Gather Feedback:

○        Encourage patients to leave comments, questions, and concerns in their patient profile.

3.      Doctor Review:

○        Our doctors will review this feedback before the next refill and make any necessary adjustments to the dosage or medication.

7.  Patients Switching from Injections to Tablets Concerned About the Dosage:

1.      Explain the Difference:

○        Inform the patient that there is no direct dose conversion between injections and oral dissolvable tablets. Tablets are taken daily, while injections are typically administered weekly.

2.      Collect Patient Concerns:

○        Ask the patient to update their profile with any dosage concerns.

3.      Doctor Review and Adjustment:

○        Doctors will review the patient’s information and make any necessary adjustments to the prescription to ensure effective treatment.