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How to Renew a Registration
How to Renew a Registration
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

Once a client Submits a Registration Renewal through the Client Portal, their registration information updates in the Client's Profile, and the active registration will be set to the Renewal Verification status. A Customer Service Representative–or CSR–must review the changes, associate a new prescription with the registration, and Change the Registration's Status to Approved to enable the client to place orders once again.

However, rather than submitting a registration renewal, the client may call in to renew their registration over the phone. If this happens, the CSR can renew the client's registration on their behalf.

Required permission(s): client_read, client_update

  1. In the Clients module, select a client. This opens the Client's Profile.

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  2. Open the Registrations tab.

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  3. Click Renew. This opens the New Renewal modal.

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  4. Click Create Renewal. This opens a new registration page, populated with the client's most recent registration details.

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  5. Click the

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    icon to unlock editing abilities.

  6. Update the client's personal and contact information, as necessary.

  7. Click Save. The registration status will be set to Renewal Verification.

  8. Click the

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    icon to unlock editing abilities once again, and click Associate New to associate a prescription with the registration.

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  9. Once the registration has an associated prescription, change the registration's status to Approved.

  10. Click Save once again. A Set Active button will appear in the top-right corner of the registration page.

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  11. Click Set Active to set the registration as the active registration.

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Once the registration has been renewed, the CSR should Generate and Download a Registration Renewal Confirmation Document and Send a Confirmation Email to the client.

A CSR can also manually Amend a Client's Registration.

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