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
In the Clients module, select a client. This opens the Client's Profile.
Open the Registrations tab.
Click Renew. This opens the New Renewal modal.
Click Create Renewal. This opens a new registration page, populated with the client's most recent registration details.
icon to unlock editing abilities.
Update the client's personal and contact information, as necessary.
Click Save. The registration status will be set to Renewal Verification.
icon to unlock editing abilities once again, and click Associate New to associate a prescription with the registration.
If there are no available prescriptions, Add a New Prescription.
Once the registration has an associated prescription, change the registration's status to Approved.
Click Save once again. A Set Active button will appear in the top-right corner of the registration page.
Click Set Active to set the registration as the active registration.
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.