A client's registration status updates automatically when a client amends or renews a registration, or when the client's prescription expires. However, a Customer Service Representative–or CSR–must also update the client's registration status as necessary. For example, the CSR must manually change a client's registration status to Approved before the client can place orders. Follow the steps below to manually change a client's registration status.
Required permission(s): client_read, client_update
In the Clients module, select a client. This opens the Client's Profile.
Open the Registrations tab.
Select the active registration to open the Registration page. The registration's Personal Information sub-tab will be open by default.
Click the
icon to unlock editing capabilities.
Open the Status drop-down menu, and select a status from the list.
Lead: A new client in the system who has not submitted relevant documentation or referrals.
Pending Registration: An existing client in the system who has not submitted medical forms.
Pending Verification: An existing client who has submitted medical documentation and is awaiting internal validation.
Pending Amendment: An existing client in the system who must submit a registration amendment.
Amendment Verification: An existing client in the system who has submitted a registration amendment and is awaiting internal validation.
Renewal Verification: An existing client in the system who has submitted a registration renewal and is awaiting internal validation.
Approved: The client has been approved to purchase.
Refused: The client's application has been refused due to incomplete information, suspicion of false or misleading information, or another reason.
When refusing a client, a CSR must indicate the specific reason for the refusal. Learn more about How to Refuse a Client.
Disabled: An approved client that no longer places orders due to business reasons.
Expired: The client's prescription has expired.
Transferred: The client's registration has been transferred to another licensed seller.
Click Save to change the client's registration status.
The client's registration must be Approved before the client can place orders. Visit the Client Registration Process Guide for more information.
If the client's registration has expired or is about to expire, Request a Registration Renewal. If the client's registration has outdated information, Request a Registration Amendment.