All Collections
Clients
How to Accept Pending AmpleCare Submissions
How to Accept Pending AmpleCare Submissions
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

If a licence holder receives an AmpleCare submission, a Customer Service Representative–or CSR–must review and accept the submission to create/update the patient's information and enable the patient to order cannabis.

Required permission(s): ample_care_read, ample_care_create, ample_care_update

  1. From the Clients Module, open the AmpleCare tab to display a list of pending AmpleCare submissions.

    mceclip0.png
  2. Locate and select a pending AmpleCare submission.

    mceclip1.png
  3. Link the AmpleCare submission to an existing patient, or create a new patient by importing the patient's information from the AmpleCare submission. Please note that selecting an existing patient will replace any existing data with the data from the AmpleCare submission.

    • If the patient does not already exist in the Seed-to-Sale software:

      1. Click Import from AmpleCare. The button will update to include a green checkmark once the information has been imported.

        mceclip2.png
    • If the patient already exists in the Seed-to-Sale software:

      1. Click the Find Existing Patient button. This opens a Find Patient modal.

        • Note: The Search textbox will auto-populate with the name on the AmpleCare Submission.

          mceclip3.png
      2. Select an existing patient. The Use Existing Patient button will update to include a green checkmark once a client is selected.

        mceclip4.png
  4. Click Continue to advance to the Review Client Info step.

    mceclip5.png
  5. Review the client's registration information to ensure that the correct information is present and then click Continue to advance to the Link/Create Physician step.

    mceclip6.png
  6. Link the AmpleCare submission to an existing physician, or create a new physician by importing the physician's information from the submission.

    • If the physician does not already exist in the Seed-to-Sale software:

      1. Click Import from AmpleCare. The button will update to include a green checkmark once the information has been imported.

        mceclip7.png
    • If the physician already exists in the Seed-to-Sale software:

      1. Click the Find Existing Physician button. This opens a Find Physician modal.

        • Note: The Search textbox will auto-populate with the physician name on the AmpleCare Submission.

          mceclip8.png
      2. Select the existing physician from the list of physicians. Ensure that the physician is the same physician from the AmpleCare submission. Once the physician is selected, the Use Existing Physician button will update to include a green checkmark.

        mceclip9.png
  7. Click Continue to advance to the Verify Physician step.

    mceclip11.png
  8. Ensure the physician is eligible to prescribe cannabis before verifying the physician.

    • If the prescribing physician's data was imported from AmpleCare:

      1. Call the clinic that employs the physician to verify that the prescription is valid and that the physician is legally allowed to prescribe cannabis.

      2. Once the physician and prescription have been verified, Click the I have verified that this prescription is valid radio button and the I have verified that this physician is legally allowed to prescribe cannabis radio button.

        mceclip12.png
      3. Click the Continue button to advance to the Review Prescription step of the process.

        mceclip13.png
    • If the physician already existed in the Seed-to-Sale software:

      1. If there is an older prescription from the existing physician, download the older prescription and the New Prescription PDF to compare signatures, or contact the employing clinic to verify that the prescription is valid and the physician is legally allowed to prescribe cannabis.

        mceclip10.png
      2. Once the physician and prescription have been verified, Click the I have verified that this prescription is valid radio button and the I have verified that this physician is legally allowed to prescribe cannabis radio button.

        mceclip14.png
  9. Click Continue to advance to the Review Prescription step.

    mceclip15.png
  10. Review the prescription information to ensure that the correct information is present and click the Continue button to advance to the Review step.

    mceclip16.png
  11. Click Accept button to accept the AmpleCare submission. This will create a new client entry or update the existing entry with new information.

    mceclip17.png

Learn more about AmpleCare.

Did this answer your question?